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208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)

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Manage episode 419041210 series 3280285
Inhoud geleverd door Accounting High. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Accounting High of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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

  continue reading

298 afleveringen

Artwork
iconDelen
 
Manage episode 419041210 series 3280285
Inhoud geleverd door Accounting High. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Accounting High of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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

  continue reading

298 afleveringen

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