174 The Accountrepreneur's Dilemma (feat. Trevor McCandless, CPA)

Episode 174

FACULTY: Trevor McCandless, CPA

CLASS: #Shoperations

TITLE: The Accountrepreneur's Dilemma

In this podcast episode, Scott interviews Trevor McCandless, also known as "Coach Sweet Tea," the owner of Fusion CPA. The episode begins with an introduction to Coach McCandless and his background as a serial entrepreneur founding multiple businesses. He shares the story behind the inception of Fusion CPA and discusses the challenges and growth pains the firm experienced. 

• Introducing Coach McCandless

• Founding Businesses

• Trevor’s background as a serial entrepreneur and founding of various businesses

• The Origin of "Fusion"

• Starting Fusion CPA

• The challenges and growing pains faced by Fusion CPA 

• NetSuite 

• The role of NetSuite in the firm's evolution and the process of rebranding and niching for NetSuite services

• Trevor and Scott talk about the challenges of stepping away to allow the firm to grow and thrive

• Balancing Company and Employee Visions

• Why is the Firm in Puerto Rico?

• EO Bobbleheads

• Words of wisdom from Scott and Trevor

Shout Outs:

David Leary, Kenji, McKinsey, Accounting Salon, NetSuite, Xero, QuickBooks, Microsoft Dynamics