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Cloud CEO to Desktop CPA

Season 1 Episode 4

FACULTY: Teddy Sullivan, Jason Ackerman

CLASS: #TechTime

TITLE: Cloud CEO to Desktop CPA

Scott and Jason interview Teddy Sullivan, the Owner of Human Accounting Partners, delving into various topics surrounding his journey from Xero to CPA, transitioning to cloud-based solutions, the challenges faced, and insights into his experiences buying and managing an accounting firm.

• Xero Stuff
• What got Teddy into all of this?
• To CPA or not to CPA?
• Buying a Firm
• Location, Location, Location/Remote Firms
• New Boss meeting new employees
• First changes
• Challenges with going Cloud
• New Clients and Converting to cloud
• Not Acquiring Two Firms
• Being a Xero Homer
• Engage
• What's in the future?
• Advice for buying a firm
• Growth
• Final Thoughts

Shout Outs:

Summit CPA, Xero, Quickbooks, Kenji Kuramoto

00:03:31 Xero Stuff

00:04:48 Scott's Firm

00:04:49 What got Teddy into all of this?

00:07:54 Buying a Firm

00:10:09 Location, Location, Location/Remote Firms

00:15:48 New Boss meeting new employees

00:18:14 First changes

00:21:35 Challenges with going Cloud

00:25:11 New Clients and Converting to cloud

00:26:17 Not Acquiring Two Firms

00:28:51 Being a Xero Homer

00:30:32 Engage

00:31:54 What's in the future?

00:33:33 Scott's Sales Process

00:33:36 Advice for buying a firm

00:34:29 Accounting High and Accounting U

00:34:36 Growth

00:37:29 Final Thoughts