Finding a niche in HVAC, with Jeremy Wells

Jeremy Wells, EA, CPA is the owner of JWellsCFO and recently launched a new business called The HVAC CPA focused on the particular needs of HVAC business owners. In this episode, Jeremy talks about his journey into accounting, how he selected this niche, and how he becomes the trusted advisor his clients need. 

Jeremy Wells, EA, CPA: 
  • (01:11) - Jeremy's path into accounting
  • (09:33) - Deciding to become a CPA as well as an Enrolled Agent
  • (19:22) - Doing things differently in the industry
  • (24:25) - Niching and developing expertise
  • (29:45) - Starting The HVAC CPA
  • (43:55) - Venn diagram of finding a niche
  • (46:56) - Book recommendations
  • (51:03) - Don't try to be everything to everyone

Links: 

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Steve Nay: 

Tyler Smith: 

Creators and Guests

Steve Nay
Host
Steve Nay
Strategic tax advisor for solopreneurs. Enrolled Agent; Owner of Daybreak Tax LLC
Tyler Smith
Host
Tyler Smith
Financial coach for working professionals
Finding a niche in HVAC, with Jeremy Wells
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