Episode 210

FACULTY: Steven Hoffman, CEO

CLASS: #Shoperations

In this podcast episode, Scotty interviews Steven Hoffman, CEO of OnPoint Tax Accounting, They discuss leveraging an uncredentialed C-Suite and moving away from the traditional partner model. The conversation covers OnPointe's mergers and acquisitions, the role of private equity in the industry, and the structural organization of Ascend and OnPointe. Steven shares insights from his journey implementing the Entrepreneurial Operating System (EOS) and the challenges of being a CEO of multiple tax firms.

Shout Outs: Dan Gertrudes at the Growth Lab

Chapters:

00:00 Teaser

01:38 Introduction

07:19 Getting Uncredentialed C-Suite for Growth and Ditching the Partner Model

10:56 OnPointe Tax and Accounting - Merging and Acquisition

16:25 Private Equity Firms in the Industry

19:45 The Structure of Ascend and OnPointe

22:05 The EOS Journey

24:38 Being a CEO of Multiple Tax Firms

28:37 Billing by the Hour

31:29 Adding CAS

37:09 Who are the Clients

42:17 Advice to Small Firms

Connect With Us On Linkedin!

Steven Hoffman

https://www.linkedin.com/in/thinkstevethink/

Onpointe Advisors

https://www.linkedin.com/company/onpointe-tax-accounting/

https://onpointefirm.com/

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/

Tags:

Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Private Equity, Accounting, Client Accounting Advisory Services, Firm Growth, Leadership, Operational Strategy, Professional Networking, Client-Focused Approaches

Episode 209

FACULTY: Geraldine Carter

CLASS: #TheGuide

In this episode, Scott interviews Geraldine Carter, author of "Down to 40 Hours: A Roadmap for CPAs to Permanently End Overworking." Join us in the guidance counselor’s office for a book report exploring the philosophy of working less. We’re talking changing mindsets within the accounting industry, value pricing, and what happens when you combine value and systems. Reflect with us on how CPAs can achieve a balanced work life.

Shout Outs: Edward Mendlowitz, Ron Baker, Jason Ackerman

Purchase Geraldine’s Book on Amazon!

https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2

⬇️Videos Referenced⬇️

More of Geraldine Carter on Accounting High, Episode 131: https://open.spotify.com/episode/1m2BgirP4jQQRkOsry6gD8?si=b6a97b81f6264388

The Time Sheet Debate: https://youtu.be/BP1Yq8oa_es

Chapters:

00:00 Teaser

01:32 Introduction

03:09 Writing the Book

10:09 The Philosophy of Working Less

16:56 Changing Mindset

23:55 Looking Outside the industry

25:02 Understanding Value Pricing

27:53 The Third Option Besides Value or Systems

31:22 What is Growth? It's About the Money till it's not

37:34 Meditation and Quiet Time

43:02 Find Your Tribe

45:38 Conclusion

Connect With Us On Linkedin!

Geraldine Carter

https://www.linkedin.com/in/geraldine-carter/

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/

Tags: TheGuide, AccountingHigh, Accounting, Podcast, Guidance, Vision, FirmOwners, Advice, EndOverworking, WorkLifeBalance, DownTo40Hours, CPALife, ValuePricing, TimeManagement, ProductivityHacks, SelfPublishingSuccess, BelieveToAchieve, MindsetShifts, EfficiencyInAccounting, WorkSmarterNotHarder, FinancialFreedom, EntrepreneurialJourney, GrowthMindset

Episode 208

the Sons of CPAs are back baby!!!

FACULTY: Jason Ackerman, CPA

CLASS: #Shoperations

In this episode, Scotty brings back his Sons of CPAs founding co-host, the Accounting High Lunch Lady, and CPA at BNA CPAs & Advisors, Jason Ackerman. They discuss the state of Jason’s firm and what the operations look like. They also discuss building a CAS practice, implementing EOS and getting rid of timesheets. It’s time for Shoperations at Accounting High!

Shout Outs:

Ed Mendlowitz, Ron Baker, Nikole MacKenzie, Zachary Call, Tate Henshaw, Kenji and Matt at Acuity

Chapters:

0:00 Teaser

04:15 Ackerman's Firm Overview

07:51 Training and the Pipeline Issue

15:54 Concierge Services

17:52 CAAS Practice

24:17 Time Spent at Firm

26:04 Management Structure at the Firm

28:27 EOS and Systems

34:33 Clients

36:52 Removing Himself from the Firm

41:44 Building an App

47:35 How The Firm Services Clients

49:11 Advice from and Aging CPA

Connect With Us On Linkedin!

Jason Ackerman

https://www.linkedin.com/in/jasonlackerman/

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/

Tags:

ClientService, Technology, Services, CPA, AccountingFirm, Strategies, BookkeepingAutomation, ProfessionalServiceFirms, CustomerFocus, Operations, Shoperations, AccountingHigh, EOS, CAS, CASPractice, Timesheets, BillableHour, Profitability