Episode 105 | Recorded July 11, 2022

Scott Scarano and Jason Ackerman, CPA, CFP®, CGMA spend time with Chet Buchman, CPA, CVA, CEPA, CGMA, CNC, who shares his experiences on maintaining work-life balance while running a successful accounting firm. They discuss forming client relationships, KPIs, and utilizing data for better employee performance. Chet also talks about nontraditional hiring practices, being a role model, and fixing busy season. They wrap up with book recommendations and Chet's advice for other CPA firm owners.

Getting into Accounting
The firm in the past
The Cerebral CPA
Changes in the firm for work-life balance and systems theory
Forming relationships with clients
Timesheets
How the changes have been made
Tracking data and using it to help employees
Chet’s management style
KPIs and how people re-utilize extra time
Tracking things that aren’t time
CBDs (Career Best Days)
Chet and Scott’s Atomic Habits
The higher and lower performers
Family
The best thing about the firm
Working from home during COVID and hybrid
Going paperless or not
Data analysts, Tableau
New things in the future of the firm
Nontraditional hires and hiring practice
Accounting in High School
Being a role model
Helping others and giving time and space
Work-life balance, integration, etc
Fixing busy season
To work or not to work
Golf
Advice for other CPA firm owners
Wrapping up
Book recommendations

All the Shoutouts:

Ron Baker, James Clear, SafeSend, Tableau, Zapier, Patrick Lencioni, Cal Newport, Jay Shetty, Ryan Holiday, Chuck Klosterman, Darren Hardy

105 Open Your Mind with the Cerebral CPA (feat. Chet Buchman, CPA)