133 Modeling Behavior for Clients and Accounting Firms (feat. Jamie O'Kane, CPA)

Episode 133

In this episode of Accounting High, host Scott interviews Jamie O'Kane, a CPA and Certified Tax Coach. Jamie shares her journey from high school to starting her own firm, discussing her experiences with clients, niche industries, firm hard numbers, scope and pricing, and more. She also shares valuable insights on outsourcing and unlocking time, as well as advice for accountants looking to grow their business and take care of their team. Overall, this episode is a must-listen for anyone interested in the accounting industry and how to build a successful accounting firm.

Interview:

• Early career: high school, tax years, consulting

• Moving to family office, helping clients, being a Doula

• Starting a firm, family and employees, no niche yet

• Cash break-even, trying things out, modeling good practices

• Firm hard numbers, scope and pricing, speaking events

• Keeping up with niche industry, using other consultants

• Accountability and coaches, rebranding, letting clients go

• Being stuck in the business, difficulty in finding accountants

• Helping people, taking care of the team

• Determining clients to keep, software, outsourcing, unlocking time

Closing:

• Advice for biggest unlock

Shoutouts:

• Randy Crabtree, Intuit’s Tax Advisor Summit, Nicole Glasson, Travis Baird, Ignition, QuickBooks, Karbon, Cognito Forms, Canopy, TaxDome