Delegate That! Podcast - Terri Peters: Smart Tax Delegation | Ep. 10

I'm Adam La Barr, and I’m thrilled to kick off my first episode as host of the Delegate That! Podcast. Very excited to embark on this journey with you! In this episode, Terri Peters, a tax strategist and business advisor, talks about how strategic delegation changed the game for her business. From outsourcing bookkeeping to using a call answering service, she breaks down how handing off the right tasks can boost efficiency, improve work-life balance, and drive financial growth. We also talk about recognizing what to delegate, overcoming the fear of letting go and building a team that keeps everything running smoothly. Don’t miss it—listen now on all major platforms!

What will you learn: 

• Effective tax delegation
• Overcoming outsourcing fears
• Scaling a remote business
• Virtual assistants for efficiency
• Financial benefits of delegation

Meet the guest:

Terri Peters, EA, MSCTA, is a tax strategist and business advisor with a background in accounting and financial planning. She earned her Accounting degree from California State University-Northridge and has decades of experience in tax strategy, bookkeeping, and business advisory. As the founder of Tax Time Ledgers, she helps entrepreneurs optimize their financial strategies and streamline operations. Her expertise in delegation and outsourcing has transformed the way she runs her business.
Connect with our guest on Social Media: LinkedIn