Accounting High 210 $10M Firm Ascending New Heights, Implementing EOS, Offering CAS, PE Backed (feat. Steven Hoffman, CEO)
Episode 210
FACULTY: Steven Hoffman, CEO
CLASS: #Shoperations
In this podcast episode, Scotty interviews Steven Hoffman, CEO of OnPoint Tax Accounting, They discuss leveraging an uncredentialed C-Suite and moving away from the traditional partner model. The conversation covers OnPointe's mergers and acquisitions, the role of private equity in the industry, and the structural organization of Ascend and OnPointe. Steven shares insights from his journey implementing the Entrepreneurial Operating System (EOS) and the challenges of being a CEO of multiple tax firms.
Shout Outs: Dan Gertrudes at the Growth Lab
Chapters:
00:00 Teaser
01:38 Introduction
07:19 Getting Uncredentialed C-Suite for Growth and Ditching the Partner Model
10:56 OnPointe Tax and Accounting - Merging and Acquisition
16:25 Private Equity Firms in the Industry
19:45 The Structure of Ascend and OnPointe
22:05 The EOS Journey
24:38 Being a CEO of Multiple Tax Firms
28:37 Billing by the Hour
31:29 Adding CAS
37:09 Who are the Clients
42:17 Advice to Small Firms
Connect With Us On Linkedin!
Steven Hoffman
https://www.linkedin.com/in/thinkstevethink/
Onpointe Advisors
https://www.linkedin.com/company/onpointe-tax-accounting/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Private Equity, Accounting, Client Accounting Advisory Services, Firm Growth, Leadership, Operational Strategy, Professional Networking, Client-Focused Approaches