208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)

Episode 208

the Sons of CPAs are back baby!!!

FACULTY: Jason Ackerman, CPA

CLASS: #Shoperations

In this episode, Scotty brings back his Sons of CPAs founding co-host, the Accounting High Lunch Lady, and CPA at BNA CPAs & Advisors, Jason Ackerman. They discuss the state of Jason’s firm and what the operations look like. They also discuss building a CAS practice, implementing EOS and getting rid of timesheets. It’s time for Shoperations at Accounting High!

Shout Outs:

Ed Mendlowitz, Ron Baker, Nikole MacKenzie, Zachary Call, Tate Henshaw, Kenji and Matt at Acuity

Chapters:

0:00 Teaser

04:15 Ackerman's Firm Overview

07:51 Training and the Pipeline Issue

15:54 Concierge Services

17:52 CAAS Practice

24:17 Time Spent at Firm

26:04 Management Structure at the Firm

28:27 EOS and Systems

34:33 Clients

36:52 Removing Himself from the Firm

41:44 Building an App

47:35 How The Firm Services Clients

49:11 Advice from and Aging CPA

Connect With Us On Linkedin!

Jason Ackerman

https://www.linkedin.com/in/jasonlackerman/

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/

Tags:

ClientService, Technology, Services, CPA, AccountingFirm, Strategies, BookkeepingAutomation, ProfessionalServiceFirms, CustomerFocus, Operations, Shoperations, AccountingHigh, EOS, CAS, CASPractice, Timesheets, BillableHour, Profitability