The Stay-At-Home Bookkeeper Academy Podcast

What Every Bookkeeper Needs to Know About Tax Strategy with Jim and Lorraine Conway

Tiffani Higgins

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0:00 | 29:48

Welcome back to the Stay At Home Bookkeeper podcast! In today’s episode, we’re pulling back the curtain on a game-changing topic that doesn’t get talked about enough—tax strategy—and what it really means for bookkeepers, business owners, and anyone building a freedom-based life.

Deanna Rogers and Bill Rogers are joined by the powerhouse couple, Jim and Lorraine Conway, who have been working together for over 35 years (and married for 33!). They share their journey from financial advisors to full-time tax strategists, and get real about what it takes to work (and thrive!) with your spouse in business.

More than just tax talk, this conversation is packed with insights about finding your lane in business partnerships, why the basics of tax strategy matter—even if you’re not wealthy—and how bookkeepers can become true heroes for their clients. Jim and Lorraine break down common misconceptions, real-life examples about deductible expenses (hello, meals and travel!), and powerful ways to add value as you grow your bookkeeping business.

Whether you’re just starting out, thinking about leaving the 9-to-5, or looking for your next way to serve clients better, this episode is full of encouragement and practical, down-to-earth advice you can act on today.

Want to follow Jim and Lorraine? Check out JCA ProGrowth Solutions on Facebook at www.facebook.com/progrowthfinancial

Ready to learn how to build not just a flexible business, but a truly freedom-filled life? Let’s dive in!

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