Hard Numbers | The Sons Year-In-Review

BONUS to Season 2 Episode 17 

Thanks to our sponsor, BooksTime! Visit bookstime.com/accountants

We’ve got a bonus ep today – Happy One-Year-iversary to Sons of CPAs! Today, we’re going to review our firms to see what went right, wrong, or other, and what we’re going to change.

this is the first solo "Scott + Ackerman" episode since Season 1 Episode 1 ... get ready for some time shits 

* Defining our firms’ successes

* Hard numbers for Scarano 

* Scott’s fear of decisions and making them

* Stepping away from the day-to-day

* Being an artist trapped in an accountant’s body

* When to prune the growth mindset

* Jason is hesitantly happy with where his firm is at

* The main focus is client service/satisfaction

* Factoring opportunity costs – mundane tasks v. upping services

* Hard numbers for Ackerman 

* The cadence of meetings

* The aftermath of COVID on firm culture

* How BNA is encouraging non-mandatory team building

* Jason’s personal goal is delegation

* Processes for consistency rather than efficiency

* Can people be managed?

* Scott’s goal – Let it go

Don’t forget to check out Earmark CPE (earmarkcpe.com) to get free CPE credit for listening to podcasts like this one!

Shout Outs: Chris Leon, Matthew Meyer, and the rest of Scott's Padgett team, Jason’s Dad, Lorin, and the rest of Ackerman's BNA team, Xero, Ron Baker, Timeshits, LivePlan and anyone else we mentioned but forgot to mention here!