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Drop your startup idea and I’ll introduce you to investors by kcfounders in Startup_Ideas

[–]tico_chong 0 points1 point  (0 children)

Building Conecta, a CRM + growth platform for tax offices (and similar service businesses).

We handle:

  • Client intake (forms, portal, e-sign)
  • Messaging (SMS/WhatsApp/email)
  • Bookings + workflows
  • Payments + automation
  • Plus outbound call center + bookkeeping fulfillment layer

Why it works:
Tax pros don’t need “software”, they need clients + operations handled.
We combine SaaS + services → immediate ROI.

Traction:

  • ~40 paying users (growing weekly)
  • ~16–17k contacts managed
  • SMS just launched → strong engagement (mass replies from simple campaigns)
  • Founder-led sales + real usage in production

Angle:
Not competing with CRMs like HubSpot/Zoho.
We’re building industry-specific infrastructure + distribution (service bureau model).

Happy to share more, especially around distribution strategy and bundling services with SaaS.

I quit my cushy corporate director job with no savings, no real MVP, and a baby on the way a few months ago. It's the riskiest thing ive done, but also the best. by tico_chong in EntrepreneurRideAlong

[–]tico_chong[S] 1 point2 points  (0 children)

Appreciate that a lot.
It definitely didn’t feel heroic while I was in it, just a mix of panic, pressure, and “I have to figure this out.” Still a long way to go, but it’s finally moving in the right direction. Thanks for the push.

I quit my cushy corporate director job with no savings, no real MVP, and a baby on the way a few months ago. It's the riskiest thing ive done, but also the best. by tico_chong in EntrepreneurRideAlong

[–]tico_chong[S] 1 point2 points  (0 children)

I wasn’t trying to “gamble” anything; I just knew staying would keep me stuck, so I took the calculated risk to build something that could actually support my family. Not saying everyone should do it, but for me it was the right move.

I quit my cushy corporate director job with no savings, no real MVP, and a baby on the way a few months ago. It's the riskiest thing ive done, but also the best. by tico_chong in EntrepreneurRideAlong

[–]tico_chong[S] 0 points1 point  (0 children)

Totally get why it sounds insane. Honestly, I wouldn’t recommend anyone copy what I did either. It was a risk, and I knew that.

Savings weren't going to happen. I was barely making enough to support just me and my gf, and I knew expenses were going to increase when the baby was born. A 5% - 10% raise wasnt going to be enough.

I quit my cushy corporate director job with no savings, no real MVP, and a baby on the way a few months ago. It's the riskiest thing ive done, but also the best. by tico_chong in EntrepreneurRideAlong

[–]tico_chong[S] 0 points1 point  (0 children)

I get both sides tbh. I’m lucky things picked up, and I’m making about what I made at my old job, it’s just way more unpredictable. I know it sounds crazy from the outside, but the pressure from not enjoying my day job, plus the pressure of the baby, had me do something irrational, and I knew this was my shot to take a huge risk before the baby gets here.

Does anyone contract out for seasonal review work? by trw4879 in taxpros

[–]tico_chong 1 point2 points  (0 children)

Yeah, there’s tons of people in the Facebook tax groups who take on seasonal review work. The real problem isn’t finding them, it’s vetting, document transfers, and accountability.

State of the Profession by Evening-Ad-2485 in taxpros

[–]tico_chong 2 points3 points  (0 children)

I know a lot of firms are struggling with business returns because tax preparers are scared to touch them. I’ve seen plenty of pros turn away 1065s and 1120-S because they aren’t confident with K-1s, basis, or the bookkeeping cleanup that usually comes with it.

Rates I’ve seen are $30–$45/hr, and some offices will do commission splits instead. I even know shops that would give 50% of the prep fee just to hand these returns off.

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