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Cloud CEO to Desktop CPA
Manage episode 394212768 series 3536521
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Cloud CEO to Desktop CPA
Season 1 Episode 4
FACULTY: Teddy Sullivan, Jason Ackerman
CLASS: #TechTime
TITLE: Cloud CEO to Desktop CPA
Scott and Jason interview Teddy Sullivan, the Owner of Human Accounting Partners, delving into various topics surrounding his journey from Xero to CPA, transitioning to cloud-based solutions, the challenges faced, and insights into his experiences buying and managing an accounting firm.
- Xero Stuff
- What got Teddy into all of this?
- To CPA or not to CPA?
- Buying a Firm
- Location, Location, Location/Remote Firms
- New Boss meeting new employees
- First changes
- Challenges with going Cloud
- New Clients and Converting to cloud
- Not Acquiring Two Firms
- Being a Xero Homer
- Engage
- What's in the future?
- Advice for buying a firm
- Growth
- Final Thoughts
Shout Outs:
Summit CPA, Xero, Quickbooks, Kenji Kuramoto
00:03:31 Xero Stuff
00:04:48 Scott's Firm
00:04:49 What got Teddy into all of this?
00:07:54 Buying a Firm
00:10:09 Location, Location, Location/Remote Firms
00:15:48 New Boss meeting new employees
00:18:14 First changes
00:21:35 Challenges with going Cloud
00:25:11 New Clients and Converting to cloud
00:26:17 Not Acquiring Two Firms
00:28:51 Being a Xero Homer
00:30:32 Engage
00:31:54 What's in the future?
00:33:33 Scott's Sales Process
00:33:36 Advice for buying a firm
00:34:29 Accounting High and Accounting U
00:34:36 Growth
00:37:29 Final Thoughts
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