<p>Episode 228</p> <p>FACULTY: Adam Hale, CPA</p> <p>CLASS: #Shoperations</p> <p>TITLE: $10M Model Cloud Accounting Firm, Beyond the Summit</p> <p>In this episode of Accounting High, join the host and guest Adam Hale from Summit CPAs as they dive into the transformation from traditional accounting to advisory services. Adam discusses the journey of creating a successful model cloud accounting firm, emphasizing the shift from answering questions to asking them, the importance of building a niche, and the challenges of merging with a larger firm like Anders. He shares valuable insights on developing advisory services, maintaining culture in a distributed team, and growing a business by learning from failures. Whether you're starting out in the accounting field or looking to innovate within your firm, this episode offers practical advice and inspiration.</p> <p>📣 Shout Outs: Summit CPAs, Anders CPAs + Advisors, Jody Grunden, Kenji Kuramoto, Matthew May, Acuity, Mike Meilinger, Virtual CFO, Navigate the Journey</p> <p>⬇️Videos Referenced⬇️</p> <p>Episode 47 - The Model Cloud Accounting Firm (feat. Jody Grunden, CPA)</p> <p>(<a href="https://youtu.be/Q4r3CX3G1qk" rel="ugc noopener noreferrer" target="_blank">https://youtu.be/Q4r3CX3G1qk</a>)</p> <p>Episode 173 - Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)</p> <p>(https://podcasters.spotify.com/pod/show/accountinghigh/episodes/173-Growing-a-Profitable-Remote-CFO-Accounting-Firm-feat--Jody-Grunden--CPA-e294kjl) </p> <p>Episode 227 - $3.5M Firm with a Budget for Being Uncomfortable (feat. Mike Meilinger, CPA)</p> <p>(<a href="https://youtu.be/7T6zsd0lxAI" rel="ugc noopener noreferrer" target="_blank">https://youtu.be/7T6zsd0lxAI</a>)</p> <p>Chapters:</p> <p>00:00 Teaser </p> <p>01:22 Introduction </p> <p>02:30 The Journey to Becoming a CPA </p> <p>04:19 Meeting Jody and Early Career </p> <p>08:14 Building the Firm Together </p> <p>12:00 Challenges and Growth </p> <p>15:34 Partnership Dynamics </p> <p>23:34 Advisory Services and Evolution </p> <p>26:06 The Turning Point: Realizing the Value of Advisory Services </p> <p>27:21 Building Confidence in Advisory Work </p> <p>28:51 Transitioning to a Value-Based Pricing Model </p> <p>30:25 Challenges in Training Advisors </p> <p>35:11 Creating a Systematic Approach to Client Meetings </p> <p>38:36 Accidentally Finding a Niche Market </p> <p>40:55 Embracing a Distributed Work Model </p> <p>42:40 Navigating the Competitive Landscape </p> <p>52:47 Advice for Aspiring Advisors</p> <p>🔗 Connect With Us On LinkedIn! 🔗</p> <p>Adam Hale, CPA</p> <p>📎<a href="https://www.linkedin.com/in/adamhalecpa/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/adamhalecpa/</a></p> <p>Anders CPAs + Advisors</p> <p>📎<a href="https://www.linkedin.com/company/anders-cpas-advisors/about/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/anders-cpas-advisors/about/</a></p> <p>📎<a href="http://www.anderscpa.com" rel="ugc noopener noreferrer" target="_blank"> http://www.anderscpa.com</a></p> <p>Scotty OKR Scarano</p> <p>📎<a href="https://www.linkedin.com/in/scottscarano/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/scottscarano/</a></p> <p>Accounting High</p> <p>📎<a href="https://www.linkedin.com/company/accounting-high/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/accounting-high/</a></p> <p>📎<a href="https://www.accountinghigh.com/" rel="ugc noopener noreferrer" target="_blank"> https://www.accountinghigh.com/</a></p> <p>Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Cloud accounting, CPA firm, virtual CFO, advisory services, accounting podcast, business growth, financial advice, distributed work model, merger, partnership dynamics, entrepreneurial journey, remote work, private equity, firm culture, value-based pricing, business advisory, professional services</p>

Accounting High

Accounting High

228 $10M Model Cloud Accounting Firm, Beyond the Summit (feat. Adam Hale, CPA)

OCT 6, 202455 MIN
Accounting High

228 $10M Model Cloud Accounting Firm, Beyond the Summit (feat. Adam Hale, CPA)

OCT 6, 202455 MIN

Description

<p>Episode 228</p> <p>FACULTY: Adam Hale, CPA</p> <p>CLASS: #Shoperations</p> <p>TITLE: $10M Model Cloud Accounting Firm, Beyond the Summit</p> <p>In this episode of Accounting High, join the host and guest Adam Hale from Summit CPAs as they dive into the transformation from traditional accounting to advisory services. Adam discusses the journey of creating a successful model cloud accounting firm, emphasizing the shift from answering questions to asking them, the importance of building a niche, and the challenges of merging with a larger firm like Anders. He shares valuable insights on developing advisory services, maintaining culture in a distributed team, and growing a business by learning from failures. Whether you're starting out in the accounting field or looking to innovate within your firm, this episode offers practical advice and inspiration.</p> <p>📣 Shout Outs: Summit CPAs, Anders CPAs + Advisors, Jody Grunden, Kenji Kuramoto, Matthew May, Acuity, Mike Meilinger, Virtual CFO, Navigate the Journey</p> <p>⬇️Videos Referenced⬇️</p> <p>Episode 47 - The Model Cloud Accounting Firm (feat. Jody Grunden, CPA)</p> <p>(<a href="https://youtu.be/Q4r3CX3G1qk" rel="ugc noopener noreferrer" target="_blank">https://youtu.be/Q4r3CX3G1qk</a>)</p> <p>Episode 173 - Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)</p> <p>(https://podcasters.spotify.com/pod/show/accountinghigh/episodes/173-Growing-a-Profitable-Remote-CFO-Accounting-Firm-feat--Jody-Grunden--CPA-e294kjl) </p> <p>Episode 227 - $3.5M Firm with a Budget for Being Uncomfortable (feat. Mike Meilinger, CPA)</p> <p>(<a href="https://youtu.be/7T6zsd0lxAI" rel="ugc noopener noreferrer" target="_blank">https://youtu.be/7T6zsd0lxAI</a>)</p> <p>Chapters:</p> <p>00:00 Teaser </p> <p>01:22 Introduction </p> <p>02:30 The Journey to Becoming a CPA </p> <p>04:19 Meeting Jody and Early Career </p> <p>08:14 Building the Firm Together </p> <p>12:00 Challenges and Growth </p> <p>15:34 Partnership Dynamics </p> <p>23:34 Advisory Services and Evolution </p> <p>26:06 The Turning Point: Realizing the Value of Advisory Services </p> <p>27:21 Building Confidence in Advisory Work </p> <p>28:51 Transitioning to a Value-Based Pricing Model </p> <p>30:25 Challenges in Training Advisors </p> <p>35:11 Creating a Systematic Approach to Client Meetings </p> <p>38:36 Accidentally Finding a Niche Market </p> <p>40:55 Embracing a Distributed Work Model </p> <p>42:40 Navigating the Competitive Landscape </p> <p>52:47 Advice for Aspiring Advisors</p> <p>🔗 Connect With Us On LinkedIn! 🔗</p> <p>Adam Hale, CPA</p> <p>📎<a href="https://www.linkedin.com/in/adamhalecpa/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/adamhalecpa/</a></p> <p>Anders CPAs + Advisors</p> <p>📎<a href="https://www.linkedin.com/company/anders-cpas-advisors/about/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/anders-cpas-advisors/about/</a></p> <p>📎<a href="http://www.anderscpa.com" rel="ugc noopener noreferrer" target="_blank"> http://www.anderscpa.com</a></p> <p>Scotty OKR Scarano</p> <p>📎<a href="https://www.linkedin.com/in/scottscarano/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/scottscarano/</a></p> <p>Accounting High</p> <p>📎<a href="https://www.linkedin.com/company/accounting-high/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/accounting-high/</a></p> <p>📎<a href="https://www.accountinghigh.com/" rel="ugc noopener noreferrer" target="_blank"> https://www.accountinghigh.com/</a></p> <p>Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Cloud accounting, CPA firm, virtual CFO, advisory services, accounting podcast, business growth, financial advice, distributed work model, merger, partnership dynamics, entrepreneurial journey, remote work, private equity, firm culture, value-based pricing, business advisory, professional services</p>