Ep. 21 | Taking the Leap… Into Firm Ownership
From The Mr. R Show by Chris Picciurro and John Tripolsky
April 15, 2025 · 58 min · Episode 21
About this episode
Katie Munoz shares her journey into firm ownership and the balance between personal and professional life in the tax industry.
FREE CPE (1 credit) via EarMark: https://earmark.app/c/2392 About the Guest: Katie Munoz Katie is a seasoned tax professional and firm owner with a career spanning over eight years. She leverages her expertise to modernize tax practices with a focus on integrating innovative solutions tailored for firm management and personal development. Katie is known for championing a healthy work-life balance and effective process management within the tax industry. Based in Washington State, she operates MHPE CPA, facilitating services from bookkeeping to fractional CFO roles. Katie actively participates in peer to peer mastermind groups, providing guidance and support within her professional community. Episode Summary: In this vibrant episode of the Mr. R Show, co-hosts John Tripolsky and Chris Picciurro unfold the intriguing journey of Katie Munoz, a prominent figure in the tax industry. Diving into Katie's experiences as she transitioned into firm ownership, sharing valuable insights on how she managed to blend personal life goals with her professional ambitions, defying traditional industry standards. From her initial move from intense firm demands to establishing a balanced and modern…
People in this episode
Hosts: Chris Picciurro, John Tripolsky
Guest: Katie Munoz
Topics covered
- firm ownership
- tax industry
- work-life balance
- process management
- technology integration
Keywords
- tax professional
- firm management
- personal development
- CFO roles
- mastermind groups
Mentioned in this episode
Organizations: MHPE CPA
Places: Washington State
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