Accounting High 222 Coaching vs Consulting: How to Run a Meeting with Advisory LITE (feat. Chris Hervochon, CPA)
Episode 222
Sign up for Workflow Queen's Breakthrough for Bookkeepers & Accountants for $1,000 OFF Sale dates: August 23rd - August 30th
https://www.breakthroughwithsystems.com/join-live
FACULTY: Chris Hervochon, CPA aka 'The Herv'
CLASS: #Shoperations
In this episode of Shoperations at Accounting High, Chris Hervochon, CPA aka "The Herv" shares his journey from high school accounting to founding A Better Way CPA. Chris delves into his strategies for using automation and advisory services to grow his firm. He also discusses his experiences with Leadership Academy, the importance of networking, and the role of Herve AI in enhancing accounting processes. Whether you're new to the accounting world or looking to break through business ceilings, this episode is packed with insights and practical advice to help you streamline operations and scale your firm.
📣 Shout Outs: Shannon Weinstein, Zapier, Make, AICPA, Barry Melancon, Gary Wood, Zendesk, Karbon, Keeper, Scrutinize, Verify IQ, Ignition, Herve.ai, Better Way CPA
Chapters:
00:00 Introduction
04:17 High School and College Journey
07:16 Transition to Accounting and CPA Journey
07:38 Starting a Side Hustle
10:42 Building a Firm and Finding a Niche
13:02 Automation and Technological Innovations
23:51 Overcoming Rejection and Finding Success
24:49 Taking the Leap: Quitting the Job
25:46 The Importance of Networking
26:56 Defining and Delivering Advisory Services
30:26 Sales and Discovery Process
34:46 Marketing Strategies and Client Acquisition
36:36 Innovating with Herv AI
42:16 Future Aspirations and Final Advice
🔗 Connect With Us On LinkedIn! 🔗
Chris Hervochon, CPA
📎 https://www.linkedin.com/in/chrishervochon/
Better Way CPA
📎 https://www.linkedin.com/company/betterwaycpa/
Herv.ai
📎 https://www.linkedin.com/company/herv-ai/
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, Coaching Vs Consulting, CFO Lite, Chris Hervochon, Financial Automation, Business Advisory Services, Workflow Optimization, Accounting And Bookkeeping, Monthly Financial Reviews, Zapier Integration, Make Integration, Small Business Advisory, Professional Services Automation, AI In Accounting, Herv.AI, CPA Journey, Accounting High Podcast, BNI for Accountants, Tech In Accounting, EOS Implementation, Soft Skills For Accountants, Scaling Accounting Firms