Erica Goode, CPA, reveals how she built a thriving $200K accounting firm working just 15 hours a week. Discover the power of niching, efficient processes, and work-life balance in this candid discussion. Erica will share her journey from corporate burnout to entrepreneurial success, offering practical insights on pricing strategies, time management, and building authority in your niche. Whether you're considering starting your own firm or optimizing your existing practice, this webinar will inspire and equip you to reimagine what's possible in your accounting career.

(Originally recorded on October 16, 2024, on Earmark Webinars+)

Sponsor
ShareFile - https://earmarkcpe.promo/sharefile

• (02:39) - Welcome Erica to the Show
• (04:55) - Transition from Corporate to Entrepreneurship
• (06:28) - Life in Idaho and Outdoor Activities
• (08:06) - Burnout and Decision to Leave Corporate
• (11:12) - Starting the Accounting Firm
• (19:20) - Client Growth and Service Tiers
• (30:23) - Systematizing CFO Services
• (32:37) - Client Report Preparation and Meetings
• (33:25) - Listener Question: Monthly Meeting Agenda
• (35:03) - Forecasting and Cash Flow Discussions
• (37:46) - The Value of Monthly Meetings
• (38:55) - Balancing Work and Client Relationships
• (39:51) - Handling Client Taxes and Referrals
• (41:27) - Marketing and Client Acquisition
• (44:34) - Podcasting and Providing Free Advice
• (48:39) - Scaling a Solo Practice
• (50:34) - Balancing Work and Personal Life
• (59:41) - Final Thoughts and Resources

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Erica Goode

LinkedIn: https://www.linkedin.com/in/erica-goode-cpa-00205616/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

Join Ryan Spohn, CFO of Sikich, and host Blake Oliver to explore how modern CPA firms are revolutionizing the industry by abandoning the traditional partnership model. Discover innovative strategies for attracting and retaining top talent, including Sikich's alternative practice structure and novel performance metrics. Learn how firms shift from "total hours worked" to holistic evaluations of effectiveness, client satisfaction, and quality. We'll also discuss service diversification, internal mobility, and technology investments. Plus, get insights on Sikich's recent $250M Bain Capital investment. Don't miss this opportunity to understand the future of accounting firms!

(Originally recorded on September 26, 2024, on Earmark Webinars+)

Sponsor
ShareFile - https://earmarkcpe.promo/sharefile

• (00:39) - Meet Ryan Spohn, CFO of Sikich
• (01:46) - Sikich's Alternative Practice Structure
• (02:58) - Private Equity Investment from Bain Capital
• (03:57) - Strategies for Attracting and Retaining Top Talent
• (08:46) - Employee Wellness and Work-Life Integration
• (11:18) - Innovative Billing and Client Engagement
• (21:20) - Modernizing ERP and Technology Stack
• (27:08) - Ryan Non-Traditional Background
• (29:28) - The Importance of Understanding the Work
• (30:39) - Expertise and Team Composition
• (31:02) - Transition to Public Accounting
• (32:34) - Equity and Compensation Challenges
• (34:00) - Innovative Equity Solutions at Sikich
• (37:17) - Reinvesting in the Firm
• (46:07) - Internal Mobility at Sikich
• (48:40) - The Future of Accounting with AI
• (54:41) - Conclusion and Final Thoughts

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Ryan Spohn

LinkedIn: https://www.linkedin.com/in/ryan-spohn-9b21431/

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/

Join Blake Oliver for an interview with Eric Azevedo, a California CPA who has set up his own international tax practice in rural Japan. Discover how Eric leveraged his Japanese language skills to break into Tokyo's accounting scene and the unique challenges he faced. We'll delve into the complexities of international taxation, U.S. expat issues, and strategies for effective cross-border tax preparation. Whether you're planning an international move or interested in global accounting, gain valuable insights from Eric's journey and learn how to bridge cultures in the world of tax. Don’t miss this opportunity to enhance your international tax expertise!

(Originally recorded on September 16, 2024, on Earmark Webinars+)

Sponsor
ShareFile - https://earmarkcpe.promo/sharefile

• (01:19) - Eric's Journey from Philosophy to Accounting
• (03:04) - Life and Career in Japan
• (04:19) - Transitioning Back to the US and Becoming a CPA
• (05:56) - Experiences in the California Community College System
• (07:49) - Living in Japan: City vs Countryside
• (10:44) - Starting an Accounting Career in Japan
• (17:32) - Cultural Adjustments and Work-Life Balance
• (27:00) - Working with Expats and Tax Complexities
• (31:41) - Understanding Tax Penalties for Expats
• (32:48) - Streamline Procedures for Tax Compliance
• (33:59) - Navigating the Japanese Tax System
• (37:37) - Remote Work and Connectivity in Japan
• (40:56) - Building a Home in Rural Japan
• (43:19) - Managing a Growing Client Base
• (53:03) - Cultural Nuances in International Accounting
• (55:18) - Travel Tips and Destinations in Japan
• (57:42) - Conclusion and Contact Information

Download the Earmark CPE App

Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

Connect with Our Guest, Eric Azevedo

LinkedIn: https://www.linkedin.com/in/ericazevedo

Connect with Blake Oliver, CPA

LinkedIn: https://www.linkedin.com/in/blaketoliver
Twitter: https://twitter.com/blaketoliver/