EP469: Holly Corcoran - How Bookkeepers Can Build Strong Partnerships Wih CPAs

Holly Corcoran with Dext Ad (April 15th 2025): outsourcing this type of work is really to everyone's benefit. And that's, that's what I try to communicate with people is that, you know, sometimes time off is as important as working in your business and having that bookkeeper to leverage that is very valuable. You're listening to The Successful Bookkeeper with your host, Michael Palmer. Listen each week as inspiring guests share their secrets of success to help you increase your confidence, work smarter, and build a business you love. This episode of The Successful Bookkeeper is brought to you by purebookkeeping.com, the proven system to grow your bookkeeping business. Welcome back to The Successful Bookkeeper Podcast. I'm your host, Michael Palmer, and We're looking forward to this show. It is going to be a great one. Our guest is the CEO and owner of Corcoran Business Advisory Services. Holly Corcoran, welcome to the show. Oh, thank you very much for having me. I appreciate being here. It's great to have you. And, you know, I was looking through your website and your bio, and it's very interesting business you have. So maybe let's start with a little bit about you and how you ended up doing what you're doing today. Okay, great. I started a traditional CPA practice in 1991 and operated that, ultimately merging with another firm in 2013. And then I sold that practice in 2024. And it was the traditional, you know, CPA attestation work, bookkeeping, payroll, taxes, and so forth. And towards the end of that practice, I decided and started moving towards advisory work. And so when we sold, I created this new firm where I will be providing business advisory in advanced tax planning for veterinary practices, deciding to really niche and drill down into the veterinary world. So that's my background as a CPA and how I got here. That's right. Well, I'd love to know how you, you know, was this something you thought about for a while? You know, the veterinary connection is an interesting one. It's very narrow. And I'd love to hear that backstory.

Well, it is quite of one because I have a lot of connections with the veterinary community. I have worked with a lot of veterinary clients in my traditional practice. I provide advisory services. I have provided the advisory services to vet practices. My daughter is an equine practitioner in Pennsylvania and also a veterinary graduate of University of Pennsylvania. I also compete in FEI International Horseback Riding. So the