CPA Life A Modern Mindset: Building for the Future
12 snips
Jun 4, 2025 
Matt Patrick, the innovative president and founder of Patrick Accounting and Whirks, shares his journey from a traditional accounting role to creating a modern, people-centric firm. He discusses the importance of hiring based on core values and fostering a culture of continuous learning. The conversation highlights the challenges facing the accounting industry today, particularly due to technology, and the significance of creating a family-friendly work environment. Matt emphasizes the value of collaboration and trust in leadership to retain top talent and adapt to change.
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Startup Story from Setback to Success
- Matthew Patrick started his firm after being let go from Deloitte during Enron fallout.
- Divine intervention and local connections quickly brought him 20 clients to start his firm.
Adopt Fixed Fees Early
- Introduce fixed, transparent client fees and clear service scopes to improve firm profitability.
- Communicate value and drop unprofitable work confidently; most clients will agree and stay.
Evolve from Tactician to Leader
- True leadership means stepping back from daily tasks to focus on strategy.
- Delegating tactical work frees capacity for growth and developing future leaders.
