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218 Offering Fractional CFO Services, Implementing EOS, and CMA vs CPA (feat. Lukas Sundahl, CMA)

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Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Episode 218

FACULTY: Lukas Sundahl, CMA

CLASS: #Shoperations

In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand.

šŸ“£ Shout Outs:

Backbone CFO, Michael King, The CFO Accelerator, QBO, Business Central, Microsoft, Gary Vaynerchuk, Dan Martell, Gino Wickman

šŸ“š Book Recommendations šŸ“š

Crushing It by Gary Vaynerchuk

Buy Back Your Time by Dan Martell

Traction by Gino Wickman

ā¬‡ļøEpisodes Referencedā¬‡ļø

Episode 170 - Accelerating Impact by Thinking Differently (feat. Michael King, CFO)

https://open.spotify.com/episode/55ejcvgcbi21ZzgD1ID6jx?si=5HkgamdcQSmhAb6l8sTZ_Q

Chapters:

0:00 Teaser

02:20 Lucas Sundahl's Journey

03:05 Transition to Accounting

04:36 Career Progression in Accounting

06:01 Choosing the CMA Over the CPA

09:10 Starting Accounting Couture

10:51 Building a Brand on TikTok

16:49 Networking and Opportunities

18:05 Offering CFO Services

23:24 Joining a Fractional CFO Firm

25:24 Introduction to Backbone CFO

25:35 The Role of a Fractional CFO

27:13 Systematizing with EOS

28:22 Building Backbone's Offerings with EOS

29:50 Team Structure and Growth

30:54 Focusing on High-Value Work

38:53 Promoting Accounting Couture

43:09 Buy Back Your Time

45:46 Parting Advice and Mentorship

šŸ”— Connect With Us On LinkedIn! šŸ”—

Lukas Sundahl

šŸ“Ž https://www.linkedin.com/in/lukasnsundahl/

Scotty OKR Scarano

šŸ“Ž https://www.linkedin.com/in/scottscarano/

Accounting High

šŸ“Ž https://www.linkedin.com/company/accounting-high/

šŸ“Ž https://www.accountinghigh.com/

Tags:

#Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #FractionalCFO #AccountingServices #CMAvsCPA #EOSImplementation #LukasSundahl #AccountingCareer #TikTokMarketing #CPAExam #CMAExam #CFOServices #BusinessStrategy #ERPSystems #AccountingCouture #AccountingCreativity #ManagementAccounting #FinanceDegree #EntrepreneurialOperatingSystem #StrategicPlanning #ManufacturingAccounting #FinancialForecasting

  continue reading

282 episodes

Artwork
iconShare
 
Manage episode 431093242 series 3280285
Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Episode 218

FACULTY: Lukas Sundahl, CMA

CLASS: #Shoperations

In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand.

šŸ“£ Shout Outs:

Backbone CFO, Michael King, The CFO Accelerator, QBO, Business Central, Microsoft, Gary Vaynerchuk, Dan Martell, Gino Wickman

šŸ“š Book Recommendations šŸ“š

Crushing It by Gary Vaynerchuk

Buy Back Your Time by Dan Martell

Traction by Gino Wickman

ā¬‡ļøEpisodes Referencedā¬‡ļø

Episode 170 - Accelerating Impact by Thinking Differently (feat. Michael King, CFO)

https://open.spotify.com/episode/55ejcvgcbi21ZzgD1ID6jx?si=5HkgamdcQSmhAb6l8sTZ_Q

Chapters:

0:00 Teaser

02:20 Lucas Sundahl's Journey

03:05 Transition to Accounting

04:36 Career Progression in Accounting

06:01 Choosing the CMA Over the CPA

09:10 Starting Accounting Couture

10:51 Building a Brand on TikTok

16:49 Networking and Opportunities

18:05 Offering CFO Services

23:24 Joining a Fractional CFO Firm

25:24 Introduction to Backbone CFO

25:35 The Role of a Fractional CFO

27:13 Systematizing with EOS

28:22 Building Backbone's Offerings with EOS

29:50 Team Structure and Growth

30:54 Focusing on High-Value Work

38:53 Promoting Accounting Couture

43:09 Buy Back Your Time

45:46 Parting Advice and Mentorship

šŸ”— Connect With Us On LinkedIn! šŸ”—

Lukas Sundahl

šŸ“Ž https://www.linkedin.com/in/lukasnsundahl/

Scotty OKR Scarano

šŸ“Ž https://www.linkedin.com/in/scottscarano/

Accounting High

šŸ“Ž https://www.linkedin.com/company/accounting-high/

šŸ“Ž https://www.accountinghigh.com/

Tags:

#Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #FractionalCFO #AccountingServices #CMAvsCPA #EOSImplementation #LukasSundahl #AccountingCareer #TikTokMarketing #CPAExam #CMAExam #CFOServices #BusinessStrategy #ERPSystems #AccountingCouture #AccountingCreativity #ManagementAccounting #FinanceDegree #EntrepreneurialOperatingSystem #StrategicPlanning #ManufacturingAccounting #FinancialForecasting

  continue reading

282 episodes

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