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As a seasoned tax compliance advisor, Pamela Velez has extensive experience in strategic tax planning and client relations. Her expertise also extends to personal and business development, making her adept at advising on a wide range of situations. One of her primary motivations for being an advisor is to contribute to the growth and development of organizations that can change lives. In this interview, Pamela talks about disruptive trends in her industry, particularly in tax compliance, and the impact of her decision to focus on her niche and ideal clients. Her insights and experience provide valuable advice for aspiring business owners and executives looking to scale their enterprises.
What are your areas of expertise?
Tax compliance, strategic tax planning, client relations, and personal and business development.
What’s your main motivation for being an advisor?
My main motivation for being an advisor is to potentially be part of the reason an amazing organization grows and develops its programs to change many lives.
What types of situations are you capable of advising on?
I have built a business from the ground up. I know the perseverance and patience it takes to succeed. I have had to figure it all out on my own without anyone cheering for me on the sidelines, with no investors, no mentors, etc. The area where I can add the most value is in the self-development and leadership aspect of a business. Anyone can look up how to deduct this or that, or how to correctly allocate some expense, but having the experience to help someone dig deep and persevere is something only someone with experience in that area can provide.
Do you see any disruptive trends on the horizon in your industry or position?
Yes! One of my main services is tax compliance. AI continues to get smarter and better at filling out data when it comes to filing a tax return. However, this disruption opens up an opportunity that AI still cannot fulfill, which is tax planning and business development from a human experience aspect.
Tell me about the most impactful project or decision you’ve been involved in as an executive.
The most impactful decision I made as an executive was directing my efforts and focus to my niche and learning to say no to those that did not fit into my ideal client base. People say "something is better than nothing", and yes, in certain circumstances, it is true, like when you are first starting out in business and need to put food on the table. But once you reach a certain growth, your mindset has to shift, and you have to let go of the clients who no longer fit your ideal vision of your company. This shift could cause anxiety, self-doubt, and insecurity because it means turning potential clientele away so you can focus on gaining the ideal ones you want. When I did this in my business, I saw a huge decrease in income, but I saw a huge increase in my happiness. And little by little, my income climbed back up and superseded where I was before, breaking that glass ceiling I always wanted to shatter. It didn't take long because I was enjoying my business more and, therefore, didn't mind putting the extra time and effort into growing it.
In conclusion, Pamela Velez's exceptional skills in Tax Compliance, Strategic Tax Planning, Client Relations, and Personal and Business Development make her an invaluable asset to any organization. Her expertise and experience in these areas uniquely positions her to offer insight and guidance on complex business challenges. If you are looking for an advisor who can help optimize your tax strategy and promote growth, look no further than Pamela Velez. You can hire her as an advisor on AdvisoryCloud today!
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