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How To Grow A Firm From $0 to $30K MRR

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Manage episode 356826735 series 3364059
Content provided by Earmark LLC, Lorilyn Wilson, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Lorilyn Wilson, and CPA 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.

What would you do if you were just starting a firm from scratch? What would your tech stack look like? Would you hire an employee, offshore? On this episode Lorilyn walks through this scenario with Kane Polakoff, currently at CohnReznick, but who started the CAAS practice at UHY and grew it to over 100 employees in under 4 years.

A WORD FROM OUR SPONSOR

Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.

In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

Connect with Kane Polakoff :

LinkedIn: https://www.linkedin.com/in/kanepolakoff
CohnReznick: https://www.cohnreznick.com/people/kane_polakoff

Connect with Lorilyn Wilson :

Twitter: https://twitter.com/LorilynWilson
TikTok: https://www.tiktok.com/@thenotspicyaccountant
LinkedIn: https://www.linkedin.com/in/lorilynacrum

________________________________________________

Full transcript available upon request

  continue reading

15 episodes

Artwork
iconShare
 
Manage episode 356826735 series 3364059
Content provided by Earmark LLC, Lorilyn Wilson, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark LLC, Lorilyn Wilson, and CPA 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.

What would you do if you were just starting a firm from scratch? What would your tech stack look like? Would you hire an employee, offshore? On this episode Lorilyn walks through this scenario with Kane Polakoff, currently at CohnReznick, but who started the CAAS practice at UHY and grew it to over 100 employees in under 4 years.

A WORD FROM OUR SPONSOR

Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.

In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara

HOW TO EARN FREE CPE

In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.

Download the app:

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Questions? Need help? Email support@earmarkcpe.com.

Connect with Kane Polakoff :

LinkedIn: https://www.linkedin.com/in/kanepolakoff
CohnReznick: https://www.cohnreznick.com/people/kane_polakoff

Connect with Lorilyn Wilson :

Twitter: https://twitter.com/LorilynWilson
TikTok: https://www.tiktok.com/@thenotspicyaccountant
LinkedIn: https://www.linkedin.com/in/lorilynacrum

________________________________________________

Full transcript available upon request

  continue reading

15 episodes

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