“Your mission should be bigger than you can do in your lifetime, but you should never lose sight of it as your North Star. Any decision that we make or any of the things that we’re doing, we ask the question, ‘Is this going to further the joy?’ The joy is interacting with your clients and really feeling like you're making a difference. I want to bring joy to both sides—accountants and clients. How can we make it more positive for both? We do so by finding solutions for our clients’ pain points.” – Kristen Keats

The finer details of this episode:

• Nearshore vs. offshore outsourcing
• Solving pain points for clients
• Solving staffing issues with Cadencia
• Helping accountants start their own firm through a franchising option

Episode resources:

• Summit CPA website – www.summitcpa.net
• Email us with questions – cpa@summitcpa.net
• Cadencia
• Breakaway Bookkeeping & Advising (breakawayba.com)
• Sherwood Tax & Accounting