Episode 194

FACULTY: Teddy Sullivan, CPA

CLASS: Shoperations

In this engaging podcast episode, Scotty welcomes back Teddy Sullivan, CPA, for a discussion spanning various topics crucial for firm growth and success. From firm acquisition to transitioning to the cloud, Teddy shares insights into fixing systems, pricing strategies, and fostering a culture of gratitude for financial freedom.

Shout Outs:

Chad Davis, Ryan Lazanis, Dave Emmerman, Xero, Chris Farrell, Liscio,

00:03:02 Introduction

00:05:43 Firm Acquisition

00:09:01 Buying Another Firm

00:12:18 Transitioning from Desktop to Cloud

00:17:47 Fixing Systems and Pricing before Automation

00:24:04 Financial Freedom

00:25:30 Freedom Through Gratitude

00:28:48 Helping the Team

00:30:21 The Inspiration to Work

00:37:51 Teddy's Growth Plans

00:39:41 The Team Structure

00:42:36 Offshore Outsourcing Discussion

00:49:21 Goals for the Firm

00:53:52 Words of Wisdom from Teddy

00:55:23 Conclusion

Lori and Larry Isenberg