Manage episode 520979115 series 3688635
Rob Brown sits down with Tailor Hartman, founder of Celerity, to unpack his journey from burnout and rigid corporate structures to becoming one of the most authentic voices in accounting. Tailor shares how he built a thriving CAS firm, why vulnerability online works, and what accountants must do to stay relevant in an AI-driven world.
Tailor opens up about his leap from BDO and private accounting to starting Celerity, where he earned $200K in his first year working just 20 hours a week. He discusses why authenticity beats polished, AI-written posts, and how loneliness and mental health challenges shaped his early founder journey. Community connections became his lifeline and referral pipeline.
Key topics covered:
- The power of niches: specializing in QuickBooks Online and NetSuite for sustainable growth
- Why accountants must post online even when engagement feels low
- How AI is making soft skills and personal brand the number one differentiator
- Practical advice for leaving your job to start a firm on your own terms
This episode offers powerful insights for accountants, creators, and firm owners who want to grow their influence and build a business while staying true to themselves.
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This is an ongoing podcast series spotlighting the innovators, firm leaders, and rising stars shaping the future of accounting with practical insights and proven strategies.
Leaders of the Ledger is produced and owned by CPA Practice Advisor. You can learn more about the podcast, episode recaps, and more at https://www.cpapracticeadvisor.com/podcasts/.
14 episodes