Jamie Gruol

About Jamie Gruol

I’m Jamie Gruol - systems strategist, firm optimizer, and co-founder of Workflows for Tax Pros, where we help tax and accounting firm owners build the backend their business actually needs to grow.After spending 15+ years in operations and automation, I saw a massive gap in how small firms were being supported. Most were sold on software, but left without a system. That’s why I co-created W4TP with my co-founder Jessica Smith who runs a 6-figure tax firm - to help tax pros move from reactive chaos to repeatable clarity.Workflows for Tax Pros was founded in 2021 which is a 12-month signature program to help you automate your tax practice! At W4TP, we’ve helped tax and accounting firms get out of overwhelm, finally delegate without everything falling apart, and scale in a way that doesn’t require sacrificing sleep, sanity, or summers.If you’re still duct-taping your practice together, still stuck doing everything yourself, and still dreaming of a business that doesn’t own you - it’s time.Some Incredible Client Results - 🥳 Edwin Casanova, CPA Streamlined 800+ Clients & Boosted Profits w/o Hiring 🥳 Alison Green Works Just 4 Days a Week & Nearly Tripled Her Profit!🥳 Bridget C. Made Consistent Profit While Working Less With Fewer Clients🥳 Kim S. Built Smarter Systems & Grew Her Profit by 60%- Without Hiring.and many more on our website program page- https://workflowsfortaxpros.com/program/ Want to see how we can help your firm run better (and breathe easier)?Watch our 15-min free training: https://go.workflowsfortaxpros.com/work-with-us Let’s connect. I’d love to show you how your firm can run like the business you always meant to build.

Experience

1. Creator and Co-founder

   Workflows For Tax Pros

   Apr 2021 — Present · US

   Why Work With Us- For five years, we’ve spearheaded an automation revolution in small tax and accounting practices- We’re not only passionate about helping tax firms thrive with greater efficiency through automated workflows, but also about helping our clients grow their businesses with grace- We use the same systems that we teach in our Enrolled Agent business, delivering concrete results that both we and our clients have experienced firsthand through our methods- With a track record of empowering over practices to achieve remarkable results,(like a 20% surge in profits and an average reclaiming of 5-10 hours per week, per team member), we stand as the foremost TaxDome and automation experts trusted by tax and accounting businesses seeking a new (and better) way.Read more about us here > https://workflowsfortaxpros.com/about-us/

Education

• Oregon State University

  Bachelors of Science, Business Administration - Accounting

  1998 — 2002

• Marylhurst University

  Masters, Business Administration

  2009 — 2010

Skills

• Program Management
• Ambulatory
• Business Analysis
• Nonprofits
• Healthcare Management
• Project Management
• Business Process Improvement
• Data Analysis
• Epic Systems
• Emr
• Healthcare Information Technology
• Software Documentation
• Change Management
• Healthcare
• Strategic Planning
• Hipaa
• Management
• Training
• Leadership
• Ehr
• Process Improvement
• Non-Profits
• Analysis
• Medicaid
• Access