Scaling Smarter: Insights on Financial Management and Client Relationships
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Scaling Smarter: Insights on Financial Management and Client Relationships
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In episode 19 of Built By Margin, Laurie Chen interviews Joseph Dunaway, a Marine Corps veteran and founder of VICI Financial, as he discusses how technology and AI are transforming the accounting landscape, allowing for more personalized and efficient services.
Tune in to hear Joe’s insights on building a business with integrity and the importance of adapting to the future of accounting.
TIMESTAMPS
[00:01:04] Future of accounting services.
[00:06:06] Investment in accounting services.
[00:10:27] AI in tax planning strategies.
[00:13:34] Real estate tax strategies.
[00:16:10] R&D tax credit complexities.
[00:21:20] Bookkeeping services offered.
[00:27:06] Strategic planning in accounting.
[00:28:37] Investment in accounting services.
[00:32:07] Slack as a communication tool.
[00:37:15] Favorite workout: box jumps.
[00:40:50] Scaling smarter and harder.
QUOTES
- "I wanted to build something that I could continue to help people, which is the core of what we do." -Joe Dunaway
- "Your accountant should be an investment, not a sunk cost." -Joe Dunaway
- “The first one to three years makes or breaks any new business." -Joe Dunaway
SOCIAL MEDIA LINKS
Laurie Chen
Instagram: https://www.instagram.com/lauriechencpamba/
Facebook: https://www.facebook.com/lauriechencpamba
LinkedIn: https://www.linkedin.com/in/lauriechen/
Joe Dunaway
Instagram: https://www.instagram.com/thejoedunaway/
LinkedIn: https://www.linkedin.com/in/joseph-dunaway
WEBSITES
Built By Margin: https://www.builtbymargin.com/
VICI Finance: https://www.vicifinance.com/