We had the good fortune of connecting with Desirae Alejandre and we’ve shared our conversation below.

Hi Desirae, what is the most important factor behind your success?
Authenticity. Starting a tax and bookkeeping firm with no prior experience has been interesting. From the start of my career, about 3 years ago, I decided I wanted to be me while also changing the way young entrepreneurs view tax season and their business finances. I’m curious by nature so if I had a new type of client I’d research endlessly until all the questions I had were answered. For example, a prospect who owns a real estate business was referred to me from a current photography client, Real estate is so complex and has so many areas that are unexplored by me. So usually, I will research and research until I find the answer i’m looking for, If theres ever something the prospect asks me during our consultation call I always say the same thing, “That is an amazing question, I do not have the answer to that BUT I work closely with many tax professionals with different areas of expertise and I know one of them will know the answer to your question! Lets reconnect on …” I believe that by my choosing to admit that I do NOT have all the answer and being authentic to myself and my abilities has definitely help my business create amazing success in such a short amount of time.

Alright, so for those in our community who might not be familiar with your business, can you tell us more?
Desi Tax is a virtual tax and bookkeeping firm that helps entrepreneurs create generational wealth by not only completing their bookkeeping or tax return in a timely and accurate manner but by educating them on their finances, educating them on how to add money back into their family, and the best part is, it’s all done LEGALLY! Desi Tax has done a lot of rebranding over the short span of three years but our values have stood the same. We are who we are today because of our clients and their referrals. We do not advertise our services, we do not cold call prospects, and we do not lower our value to reach a specific number of clients/money a year. Desi Tax is a slow, organically growing tax and bookkeeping firm who plans to stay this way for all years to come. Starting a tax and bookkeeping firm has not been easy. Did you know that the tax laws change every year? Sometimes, like in 2020, more than 2x a year?! It’s a lot to keep track of! If you were to open a tax and bookkeeping firm I’d definitely suggest finding a great group of people who you can ask your questions too. Some questions may seem extremely difficult to us but to someone whose been in the tax game for a few years might find that question to be super easy! Don’t be too afraid to reach out for help! One thing I’ve had to overcome as a new business owner was not only “How am I going to get all this knowledge into my already stressed out brain?!” but “How the heck am I going to keep track of my clients, their place in the tax filing process, or manage my client communications?!” SYSTEMS. SYSTEMS. SYSTEMS. There are so many FREE CRM systems you can use. I love using asana for my workflows and monthly bookkeeping client tasks. I use Dubsado(not free but reasonably priced) for my automated tax and bookkeeping onboarding workflows. I’ve learned that your business should be working for you, not you working for it! I want the world to know that being a business owner does not mean you need to live paycheck to paycheck or living at the office or away from family. Spend time with your kids, your spouse, and enjoy your money!

Let’s say your best friend was visiting the area and you wanted to show them the best time ever. Where would you take them? Give us a little itinerary – say it was a week long trip, where would you eat, drink, visit, hang out, etc.
This is so fun! I live in Coweta, Oklahoma so I’d definitely start with our local coffee shop, Wild Child Coffee Co. My coffee order is always a 20 ounce vanilla latte with almond milk. Always. Then I’d explore Downtown Tulsa with my best friend. There’s so much to do there! We’d stop by the center of the universe(Yes its in Downtown Tulsa!!!). It’s really neat because you are standing in a small circle, while your friend is standing outside the circle. If you’re in the circle you can hear your words being echoed, however, your friend can not. You just seem like a crazy person yelling or saying random words LOL! From there I’d check out Centennial Park, Hurtz Donut and make our way back to Coweta for a great dinner at 1843 on Broadway, Axe throwing at Got Wood?, and then enjoy some Rolled Ice Cream at Luckys Rolled ice cream. While my friend is here i’d also go down to The Gathering Place, Ride scooters along Riverside Park, Play Disc Golf, Go play “golf” at Golf Suites in Bixby, and explore downtown Tulsa some more!

The Shoutout series is all about recognizing that our success and where we are in life is at least somewhat thanks to the efforts, support, mentorship, love and encouragement of others. So is there someone that you want to dedicate your shoutout to?
Profit First by Mike Michalowicz has changed my life! Not only did this book help me fix my own financial situations but it’s also helped me serve my clients so they can create generational wealth. I’m now a profit first professional and I could not be anymore excited to say that!!

Website: www.desitaxservice.com

Instagram: www.instagram.com/desitaxservices

Facebook: www.facebook.com/desitaxservices

Image Credits
Laura Eddy Photography

Nominate Someone: ShoutoutSocal is built on recommendations and shoutouts from the community; it’s how we uncover hidden gems, so if you or someone you know deserves recognition please let us know here.