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SFP #86: Five children, 3 businesses, 1 CPA's story

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Manage episode 377492662 series 2441831
Content provided by AICPA & CIMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AICPA & CIMA 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.

Nicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses and has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter. She also never worked in public accounting before launching her firm, Butler Davis Tax & Accounting.

How has Davis done all of this and what has she learned along the way? She shares her story in this episode of the Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section in partnership with the Journal of Accountancy podcast.

Topics covered in this episode:

  • Why Davis changed her firm's business model after the first year
  • How she uses video to communicate with clients and staff
  • How she shifted her firm away from taxes to accounting bookkeeping and advisory services
  • How price increases helped her firm right-size its client base
  • How she uses social media to connect with her peers and also land clients
  continue reading

99 episodes

Artwork
iconShare
 
Manage episode 377492662 series 2441831
Content provided by AICPA & CIMA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by AICPA & CIMA 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.

Nicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses and has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter. She also never worked in public accounting before launching her firm, Butler Davis Tax & Accounting.

How has Davis done all of this and what has she learned along the way? She shares her story in this episode of the Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section in partnership with the Journal of Accountancy podcast.

Topics covered in this episode:

  • Why Davis changed her firm's business model after the first year
  • How she uses video to communicate with clients and staff
  • How she shifted her firm away from taxes to accounting bookkeeping and advisory services
  • How price increases helped her firm right-size its client base
  • How she uses social media to connect with her peers and also land clients
  continue reading

99 episodes

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