243 Brothers Running a $1.3M Firm, Fighting Perfection, and Finding The Balance (feat. Nick Boscia, CPA, EA)
Episode description
Episode 243
FACULTY: Nick Boscia, CPA, EA aka The Balanced CPA
CLASS: #Shoperations
In this episode, join Scotty as he talks with Nick Boscia, aka the Balanced CPA from New Jersey. Nick shares insights from his journey in accounting, taking over his father's firm, and running a family business with his brother. They explore the importance of balance in work and life, the evolution of their firm with technology, and the implementation of fair client pricing. Nick also discusses the challenges they faced and the aspirations for the future, all while maintaining a balanced approach to life and work. This engaging conversation offers a deep dive into the life of a modern CPA striving for balance and growth.
📣 Shout Outs: Dawn Brolin, PWC, SmartVault, LeCert, Bench, Financial Sense, Anchor
⬇️Videos Referenced⬇️
Melissa McCarthy for Accounting Professionals (feat. Dawn Brolin)
(https://youtu.be/GkcEXTmEVSY)
Chapters:
00:00 Teaser
00:11 Introduction and Guest Introduction
00:47 Family Business Background
01:07 The Concept of Balanced CPA
04:23 Personal Life and Balance
08:36 Professional Journey and Achievements
11:40 Business Operations and Growth
18:36 Pricing Strategies and Client Management
21:06 Future Plans and Innovations
25:28 Discussing Business Structures and Tax Strategies
26:07 Balancing Business Expenses with a Partner
28:26 Modernizing the Firm with Technology
33:41 Balancing Personal and Professional Life
42:50 Credit Card Points and Financial Strategies
45:49 Future Goals and Firm Growth
🔗 Connect With Us On LinkedIn! 🔗
Nick Boscia, CPA, EA
Boscia & Boscia PC
📎 linkedin.com/company/bosciapc/
Scotty OKR Scarano
📎 linkedin.com/in/scottscarano/
Accounting High
📎 linkedin.com/company/accounting-high/
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Partnerships, Work Life Balance, The Balanced CPA, CPA, EA, Entrepreneurship