Healthy Wealthy & Wise Accountants The Entrepreneurial CPA: Growing a Firm to Grow a Life
Aug 1, 2023
Chase Insogna, a successful CPA firm owner, discusses management, technology, client selection, and building a strong team. They also talk about enhancing client communication with video recordings, creating efficiencies during tax season, offshore talent, outsourcing, and Portugal's popularity as a destination for retirees and tourists. Reflections and advice for the 20-year-old self are shared.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Growing a CPA Firm: Entrepreneurial Mindset and Building the Right Team
03:01 • 6min
Enhancing Client Communication through Video Recordings
09:15 • 5min
Efficiencies and Talent: Keys to an Easiest Tax Season
13:58 • 2min
Building an Offshore Team
15:37 • 10min
The Benefits of Outsourcing Tedious Tasks
25:32 • 23min
The Rising Popularity of Portugal as a Destination for Retirees and Tourists
49:00 • 3min
Reflections and Advice for the 20 Year Old Self
51:33 • 2min