Life First Accounting Firm

Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Logan George comes back on the podcast for this bonus episode. This conversation covers the detailed process of purchasing an accounting firm, including the decision-making, due diligence, negotiation, challenges, and reflections on the final decision. It emphasizes the importance of timing and cash fl...

Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== The first season of the Life First Accounting Firm podcast concludes with a recap of the main takeaways from the interviews. The key themes include the flexibility of starting a firm while working, the importance of personal networks for acquiring clients, reevaluating one's relationship with accountin...

Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Andrew Parks | Momentum Strategic Advisors | LinkedIn Resources Mentioned: Aligned Accountants Andrew Parks shares his journey from nonprofit work to starting his own accounting firm, highlighting the evolution of his career and facing burnout along the way. He discusses the process of self-reflection,...

Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Monique Reece | Reece Accountancy Resources Mentioned: ProConnect Calendly Aligned Accountants This conversation covers the journey of Monique Reese, a CPA, from starting her accounting firm as a side hustle to transitioning it into a full-time business. It explores the impact of the pandemic, client a...

Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Alex Ostrov | Nomad CPA | LinkedIn | X (Twitter) Resources Mentioned: Aligned Accountants HoldCo Conference Alex Ostrov shares his journey from working in a traditional accounting firm to starting his own firm, Nomad CPA, while living a nomadic lifestyle. He discusses the challenges and rewards of remo...

Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Katie Rau | Blessed Books LLC | LinkedIn | Facebook Resources Mentioned: Upwork QuickBooks Online Accountant The conversation covers the journey of starting a solo accounting practice, client acquisition through Upwork, work-life balance, long-term vision, and advice for aspiring entrepreneurs. Katie R...

Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Steve Nay | Daybreak Tax | LinkedIn   Resources Mentioned: Business Strategies for CPAs podcast by Geraldine Carter EA Journal National Association of Enrolled Agents Tax in Action podcast by Jeremy Wells All the Money in the World by Laura Vanderkam The conversation with Steve Nay covers his journey f...

Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Resources Mentioned: The 15 Hour Accounting (Erica’s free ebook) Savannah Reynolds | Branch and Vine Accounting, LLC | Facebook | Instagram Savannah Reynolds shares her journey from a corporate controller role to starting her own firm. She discusses the challenges of balancing motherhood, career, and e...

Subscribe to The 15 Hour Accountant Newsletter Get free CPE for this episode on Earmark ======== Resources Mentioned: Geraldine Carter Michelle Weinstein Logan George | High Peak Accounting | LinkedIn The conversation covers Logan George's journey from being an employee to becoming a business owner, including the challenges and growth experienced in the first year of business. It explores his tran...

Subscribe to The 15 Hour Accountant Newsletter Erica Goode | LinkedIn Season 1: "Starting Stories" aims to highlight the experiences of accountants who started their own firms, emphasizing the possibility of success without sacrificing personal life. Erica Goode shares her journey and the intentional, life-first approach to accounting firm ownership, promising diverse and transparent conversations...

The Life First Accounting Firm podcast is kicking off Season 1: Starting Stories soon! Subscribe and Follow so you don't miss the first episode. DR3WQIFVMNBQRZVX