Episode 50 - Justin Stephen - From Sales to Taxes: Journey to securing a legacy

Protea Conversations por Zane Stevens

Notas del episodio

Meet Justin!

In this episode of Protea Conversations, Zane Stevens interviews Justin Stephens, the second-generation owner of Stephens Tax Services. Justin shares his journey from initially avoiding the family business to taking over after his father's passing. He discusses the challenges and triumphs of running a tax service, the importance of maintaining personal values, and his commitment to client-first service. The conversation also touches on Justin's personal health journey and the future of his business.

Takeaways

- Justin initially avoided the family business, pursuing a career in sales.

- His father's illness prompted Justin to take over the tax service.

- Justin emphasizes a client-first approach, valuing personal connections.

- He successfully expanded the business, doubling the client base.

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Palabras clave
LeadershipEntrepreneurAccountingBookkeepingQuickbooksQBOAccounting TechnologyAccounting IndustryCoachFinancial Advisor