Matt Chiappetta | The Solopreneur CPA

CPA for $250k–$2M solopreneur service businesses
Taxes, cash flow & financial clarity
Recruiters, agencies & consultants

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@camp_wealth Congrats Rachael! What a year!!

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@JohnBly_CPA @BrooksBrownEA Some do. Some don’t, which is the nature of most industries.

*Generally* competing on price is a losing strategy, especially if it’s your only one.

I wish more firms would opt out of pricing as a differentiator.

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@BrooksBrownEA I’m clearly biased but enjoy the autonomy/flexibility of a solo(ish) firm.

If you’re leaning towards not scaling, start there first. You can always pivot.

Erica Goode’s a great follow for a lifestyle focused solo-ish model.

Feel free to DM if you want to chat!

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@SeanODowd15 @SMB_Attorney Thanks for the kind words. You guys are a pleasure to work with!

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@zachary_ashburn @SMB_Attorney @mountainwesttax @IraGilligan @cordes_tax @KJSAcct

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@adamharris_ @SeanODowd15 Sounds great @adamharris_ - look forward to connecting.

Thanks for the shoutout @SeanODowd15!

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@JoeydeWit_ Hell yeah. Enjoy the trip!

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@BoilerPlateCPA Cash Flow

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@zachary_ashburn Haha thanks Zach.

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@bsuecannon Agreed…and it seems to happen a lot.

Correcting without shaming would be a nice change.

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@claywelch @Taxguy33962 100% this.

On the buy side, I wouldn’t purchase unless your target client is 100% dialed in and that acquisition target fits it to a T (including pricing).

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@baldridgecpa Congrats Mitchell! I look forward to reading it!

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@seattle_tax I had a similar issue. Thomson Reuters is possibly the worst business I’ve ever dealt with. I don’t plan to use them again.

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@JoeydeWit_ Well deserved, Joey!

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@brockoli65004 @Budgetdog_ Hopefully you plan proactively before early retirement by building assets in roth / taxable brokerage accounts to give you some runway.

Plus you have Roth conversion ladders at your disposal.

72(t) as a last resort.

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@SailerTax Nice - the good part is you can dabble, pivot and double down on what you like and drop what you don’t.

[Nikki Dunn, CFP® @SheTalksFinance]

I came across a hypothetical portfolio suggestion for a 20 year old... and, I actually liked it!

Hats off to @MarketPalmer_ - here's a deeper dive into his portfolio suggestion and additional thoughts on allocation tips.

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@ryan_boat Sounds like a great way to start the day.

[Matt Chiappetta | The Solopreneur CPA @MattChiaCPA]

@MarketPalmer_ Makes sense - thanks!