Accounting High 218 Offering Fractional CFO Services, Implementing EOS, and CMA vs CPA (feat. Lukas Sundahl, CMA)
Episode 218
FACULTY: Lukas Sundahl, CMA
CLASS: #Shoperations
In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand.
📣 Shout Outs:
Backbone CFO, Michael King, The CFO Accelerator, QBO, Business Central, Microsoft, Gary Vaynerchuk, Dan Martell, Gino Wickman
📚 Book Recommendations 📚
Crushing It by Gary Vaynerchuk
Buy Back Your Time by Dan Martell
Traction by Gino Wickman
⬇️Episodes Referenced⬇️
Episode 170 - Accelerating Impact by Thinking Differently (feat. Michael King, CFO)
https://open.spotify.com/episode/55ejcvgcbi21ZzgD1ID6jx?si=5HkgamdcQSmhAb6l8sTZ_Q
Chapters:
0:00 Teaser
02:20 Lucas Sundahl's Journey
03:05 Transition to Accounting
04:36 Career Progression in Accounting
06:01 Choosing the CMA Over the CPA
09:10 Starting Accounting Couture
10:51 Building a Brand on TikTok
16:49 Networking and Opportunities
18:05 Offering CFO Services
23:24 Joining a Fractional CFO Firm
25:24 Introduction to Backbone CFO
25:35 The Role of a Fractional CFO
27:13 Systematizing with EOS
28:22 Building Backbone's Offerings with EOS
29:50 Team Structure and Growth
30:54 Focusing on High-Value Work
38:53 Promoting Accounting Couture
43:09 Buy Back Your Time
45:46 Parting Advice and Mentorship
🔗 Connect With Us On LinkedIn! 🔗
Lukas Sundahl
📎 https://www.linkedin.com/in/lukasnsundahl/
Scotty OKR Scarano
📎 https://www.linkedin.com/in/scottscarano/
Accounting High
📎 https://www.linkedin.com/company/accounting-high/
📎 https://www.accountinghigh.com/
Tags:
#Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #FractionalCFO #AccountingServices #CMAvsCPA #EOSImplementation #LukasSundahl #AccountingCareer #TikTokMarketing #CPAExam #CMAExam #CFOServices #BusinessStrategy #ERPSystems #AccountingCouture #AccountingCreativity #ManagementAccounting #FinanceDegree #EntrepreneurialOperatingSystem #StrategicPlanning #ManufacturingAccounting #FinancialForecasting