Episode 32 - Tailor Hartman - Challenging yourself to scale

Meet Tailor!

In this episode of Protea Conversations, Zane interviews Tailor Hartman, founder and CEO of Satellarity Accounting. They discuss Tailor's unique journey into accounting, the importance of advisory services, and the impact of technology on the industry.

Tailor shares his experiences transitioning from private to public accounting, the challenges he faced, and the decision to start his own practice. The conversation highlights the evolving role of accountants as strategic partners for businesses and the financial challenges they encounter today.

In this conversation, Tailor Hartman and Zane Stevens discuss the unexpected paths their careers have taken, the importance of building strong client relationships based on trust, and the challenges of scaling a business. They emphasize the role of technology in modern accounting practices and share valuable advice for aspiring accountants, highlighting the significance of interpersonal skills and adaptability in the profession.

Takeaways

- Tailor Hartman transitioned from a non-traditional background to accounting.

- He initially pursued a career as a firefighter before discovering his passion for finance.

- The importance of stability and financial success motivated Tailor to enter accounting.

- Tailor's experience in public accounting helped him develop client-facing skills.

- He built a successful accounting firm primarily through Upwork before expanding his network.

- He believes that accountants can be strategic partners rather than just service providers.

- The journey of starting his own practice was driven by a desire for flexibility and fulfillment.

- He finds teaching accounting technology rewarding, as he relates to students' challenges.

- Tailor emphasizes the importance of documenting experiences for future learning.

- Building strong relationships with clients is crucial for success.

- Trust is the foundation of client relationships in accounting.

- Technical expertise is expected; interpersonal skills are what set accountants apart.

- Flexibility in work arrangements fosters a positive company culture.

- Scaling a business requires a shift in mindset and delegation of tasks.

- Setting clear business goals is essential for growth.

- Personal agency is key to driving success in one's career.

Chapters

00:00 Introduction to Tailor Hartman and Celerity Accounting

10:15 Transitioning from Private to Public Accounting

18:08 Building a Successful Accounting Firm

24:17 The Decision to Start His Own Practice

32:03 Navigating Client Relationships

40:02 Scaling a Business 46:11 Embracing Technology in Accounting

51:59 Advice for Aspiring Accountants

Connect with Tailor:

LinkedIn personal - https://www.linkedin.com/in/tailorhartmancpa/

Work with Celerity - https://celerity.io/contact/