Jason Deshayes: What We're Doing Isn't Working
Episode description
The Disruptors
With Liz Farr
By age 35, Jason Deshayes, CPA/PFS, CFP, CKA, was already co-owner of a CPA firm in Albuquerque. He “hit the magic Shangri La that we’re all working for.” But it wasn’t right for him. He was bored with the long hours and felt he wasn’t growing. He wasn’t able to think about his firm the way he wanted to. So he and his partner sold their firm.
- MORE: Jason Deshayes show notes here
- MORE: Disruptors
- MORE CPA TRENDLINES PODCASTS and VIDEOS: Heather Satterley: You've Got to Meet People Where They Are | Bill Penczak: Stop Forcing Smart People to Do Stupid Work | Sandra Wiley: Staffing Problem? Check Your Culture | Scott Scarano: First, Grow People. Then Firm Growth Can Follow | Jody Padar: Build a Practice that Works for You, Not Vice-Versa | Ira Rosenbloom: With M&A, Nobody Wants a Fixer-Upper | Peter Margaritis: The Power Skills Every Accountant Needs | Joe Montgomery: Find the Sweet Spot of the Right Clients, Right Services and Right Prices | Marie Green: Your Bad Apples Are Ruining You | Megan Genest Tarnow: Hire for Curiosity Rather Than Compliance | Clayton Oates: One Way to Keep Clients for Life | Randy Crabtree: Follow These Three Rules to Keep Employees Happy | Erik Solbakken: Yes, You Can Work Less and Make More | Donny Shimamoto: Future Firm Growth Requires a Mindshift | Jennifer Wilson: Empower Young Workers to Build the Firm Everyone Loves | Mike Whitmire: Re-Think Your Hiring and Training Practices
Today, he’s COO at Cook Wealth, a hybrid wealth management and tax firm. Providing both types of services means that they don’t deal with “this weird thing, where the client’s in the middle, and they have to be the conduit for information going both ways.” He says that getting his CFP has “been so enriching. I love what I do, and it’s because I was willing to drop stuff so other people could learn the stuff I learned and so I could do fun stuff.”