196 Attracting Advisory Clients that Pay $5,000/mo! (feat. Paul Seaton, CPA)

Accounting High

Feb 25, 2024•1 hr 2 min•Ep. 196

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Episode description

EPISODE 196

FACULTY: Paul Seaton, CPA a.k.a. Rev. Swaggy P

CLASS: #SocialStudies

In this engaging podcast episode, Scott dives into a conversation with Rev. Swaggy P, also known as Paul Seaton, CPA, and the Founder of Agency CFO. The episode unfolds the intriguing journey of Rev. Swaggy P, from his role as an almost Catholic Priest to becoming a Cloud CPA and CFO.

Shout Outs:

Marcel Petitpas, Parakeeto, Ron Baker, Jody Grunden, Summit CPA Group, Brian Soloentrop, @SoleyBusiness, Jason Staats, Roman Villard

Chapters:

00:09:01 Introducing Rev. Swaggy P

00:11:12 From REV to CPA

00:15:05 Becoming a Cloud CPA

00:18:45 Working at Summit CPA Group

00:22:13 The Summit CPA Group Client Meeting Structure

00:28:13 Leaving Summit to Build a Firm

00:31:27 Paul Going Viral on Tax Twitter

00:40:36 Early Years of the Firm

00:42:41 Marketing and Hiring Intentionally

00:51:43 Lessons Learned from Too Many Meetings

00:56:12 Swaggy P

00:59:02 Bridging the Gap Between CFO and Tax Accountants

Tags:

marketing, social media, Twitter, LinkedIn, branding, niche, vertical, pricing, value, positioning, hiring, team building, leadership, delegation, systems, processes, consulting, advisory, profitability, growth

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