222 Coaching vs Consulting: How to Run a Meeting with Advisory LITE (feat. Chris Hervochon, CPA)

Accounting High

Episode 222

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FACULTY: Chris Hervochon, CPA aka 'The Herv'

CLASS: #Shoperations

In this episode of Shoperations at Accounting High, Chris Hervochon, CPA aka "The Herv" shares his journey from high school accounting to founding A Better Way CPA. Chris delves into his strategies for using automation and advisory services to grow his firm. He also discusses his experiences with Leadership Academy, the importance of networking, and the role of Herve AI in enhancing accounting processes. Whether you're new to the accounting world or looking to break through business ceilings, this episode is packed with insights and practical advice to help you streamline operations and scale your firm.

📣 Shout Outs: Shannon Weinstein, Zapier, Make, AICPA, Barry Melancon, Gary Wood, Zendesk, Karbon, Keeper, Scrutinize, Verify IQ, Ignition, Herve.ai, Better Way CPA

Chapters:

00:00 Introduction

04:17 High School and College Journey

07:16 Transition to Accounting and CPA Journey

07:38 Starting a Side Hustle

10:42 Building a Firm and Finding a Niche

13:02 Automation and Technological Innovations

23:51 Overcoming Rejection and Finding Success

24:49 Taking the Leap: Quitting the Job

25:46 The Importance of Networking

26:56 Defining and Delivering Advisory Services

30:26 Sales and Discovery Process

34:46 Marketing Strategies and Client Acquisition

36:36 Innovating with Herv AI

42:16 Future Aspirations and Final Advice

🔗 Connect With Us On LinkedIn! 🔗

Chris Hervochon, CPA

📎 https://www.linkedin.com/in/chrishervochon/

Better Way CPA

📎 https://www.linkedin.com/company/betterwaycpa/

📎 http://betterwaycpa.com

Herv.ai

📎 https://www.linkedin.com/company/herv-ai/

📎 https://www.herv.ai/

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, Coaching Vs Consulting, CFO Lite, Chris Hervochon, Financial Automation, Business Advisory Services, Workflow Optimization, Accounting And Bookkeeping, Monthly Financial Reviews, Zapier Integration, Make Integration, Small Business Advisory, Professional Services Automation, AI In Accounting, Herv.AI, CPA Journey, Accounting High Podcast, BNI for Accountants, Tech In Accounting, EOS Implementation, Soft Skills For Accountants, Scaling Accounting Firms