218 Offering Fractional CFO Services, Implementing EOS, and CMA vs CPA (feat. Lukas Sundahl, CMA)

Episode 218

FACULTY: Lukas Sundahl, CMA

CLASS: #Shoperations

In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand.

📣 Shout Outs:

Backbone CFO, Michael King, The CFO Accelerator, QBO, Business Central, Microsoft, Gary Vaynerchuk, Dan Martell, Gino Wickman

📚 Book Recommendations 📚

Crushing It by Gary Vaynerchuk

Buy Back Your Time by Dan Martell

Traction by Gino Wickman

⬇️Episodes Referenced⬇️

Episode 170 - Accelerating Impact by Thinking Differently (feat. Michael King, CFO)

https://open.spotify.com/episode/55ejcvgcbi21ZzgD1ID6jx?si=5HkgamdcQSmhAb6l8sTZ_Q

Chapters:

0:00 Teaser 

02:20 Lucas Sundahl's Journey 

03:05 Transition to Accounting 

04:36 Career Progression in Accounting 

06:01 Choosing the CMA Over the CPA 

09:10 Starting Accounting Couture 

10:51 Building a Brand on TikTok 

16:49 Networking and Opportunities 

18:05 Offering CFO Services 

23:24 Joining a Fractional CFO Firm 

25:24 Introduction to Backbone CFO 

25:35 The Role of a Fractional CFO 

27:13 Systematizing with EOS 

28:22 Building Backbone's Offerings with EOS 

29:50 Team Structure and Growth 

30:54 Focusing on High-Value Work 

38:53 Promoting Accounting Couture 

43:09 Buy Back Your Time 

45:46 Parting Advice and Mentorship

🔗 Connect With Us On LinkedIn! 🔗

Lukas Sundahl

📎 https://www.linkedin.com/in/lukasnsundahl/

Scotty OKR Scarano

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

Accounting High

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

📎 https://www.accountinghigh.com/

Tags:

#Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #FractionalCFO #AccountingServices #CMAvsCPA #EOSImplementation #LukasSundahl #AccountingCareer #TikTokMarketing #CPAExam #CMAExam #CFOServices #BusinessStrategy #ERPSystems #AccountingCouture #AccountingCreativity #ManagementAccounting #FinanceDegree #EntrepreneurialOperatingSystem #StrategicPlanning #ManufacturingAccounting #FinancialForecasting