Payments: A round-table discussion on getting paid and managing A/R

Jeremy Wells, EA, CPA, is COO and Head of Tax at Steadfast Bookkeeping. He became an enrolled agent in 2018 and a Florida certified public accountant in 2022. He is a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Tax Professionals (NATP), and the National Association of Enrolled Agents (NAEA). He helps tax professionals with educational and thought-provoking content at JWellsTax. Contact Jeremy at jeremy@steadfastbookkeeping.com and follow him on X/Twitter @jwellstax.

Loves helping people use tech to make their lives easier. When he’s not busy automating things, Reid can be found skiing, climbing, and hiking in the mountains trying not to become bear food.