Hey there!

I hope you've had a productive week! If you are new here, welcome to our Tuesday Swipe File & Case Study.

What is the Tuesday Swipe FIle & Case Study?

Every Tuesday you get a free behind-the-scenes swipe file from an entrepreneur with the systems, tools, and hires that helped them build sustainable success.

Be on the lookout for our Friday Roundup with the best in productivity & systems for Entrepreneurs and small business owners and our take on how to take action to systematize your business and your life.

-Jenae :)

Today’s Productivity Stack: Heath Haggerty

This week's Productivity Stack comes from Heath Haggerty who took a big bet on himself opening a physical location without being booked and an interesting approach to time management to stay sane when the nature of the business feast or famine (i.e., tax season or…not).

Five years in the Marine Corps, five years of study for an accounting degree, a year in public firm auditing, and about ten years as an accountant in small and big companies (while earning his CPA credentials), it took some time for Heath Haggerty II to figure out what he wanted to pursue and how to do it. But by persistently trying different opportunities, figuring things out on his own, and committing to a long-term goal of being his own boss, he found his way to setting up his own successful tax preparation business.

In this interview, Haggerty tells us about the challenges of starting, growing, and scaling his company, the Pacific Beach Tax Center, and the systems, tools, and people that helped him along the way.

Check out the challenges he faced, his detailed solutions, and swipe his Productivity Stack in our interview case study.

Click here to read the full story:

Founder of Pacific Beach Tax Center Heath Haggerty on How Adopting Small Time-Saving Hacks Like Keyboard Shortcuts and Maximizing Software Features Helped Him Build an Efficient and Profitable Tax Preparation Business

Don’t forget to download his Swipe file with the behind-the-scenes Tools, Systems, & Hires from this interview (free for you, our newsletter subscribers only!)

Interested in being interviewed?

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I hope you found this valuable!

Wishing you much productivity!

- Jenae :)