Accounting High 007 Lance Ignition is the Future of Tax and CAS (feat. Josh Lance, CPA)
Episode 7
Joshua Lance, CPA - recorded on March 24, 2021 (RIP Josh)
Founder of https://lancecpa.com/ and Table HR https://tablehr.co/
Head of Accounting at https://www.practiceignition.com/
Adjunct Faculty at https://www.northwestern.edu/ & https://www.uvm.edu/
twitter @lancejd1
1 a firm, a group, and a practice
2 introverts and jerks
5 do the opposite - https://www.youtube.com/watch?v=rag0Z1nTJOc
9 your firm vertical or niche or niché
10 creating a client community
13 standardizing processes
15 restructuring your 18 person firm
20 stop giving away free advice
21 identifying advisory accountants and compliance tax preparers
24 team titles
25 introverted visionaries and extroverted integrators
26 community, clients, consultants, and careers
27 **sponsor slot** (just kidding, practice ignition)
30 getting your processes in order
32 put your money where your mouth is
34 TIME
35 tracking time as a leading indicator
36 time as a capacity planning metric
41 getting rid of time and bringing it back
45 how to make an Ackerman quit your firm
47 time is a crutch
49 lab rats and the rat race and employees
51 **sponsor slot** (just kidding, Xero)
52 **sponsor slot** (just kidding, Karbon)
53 Lotus + Accelo + Trello = Karbon