Episode 85 | Recorded May 20, 2022
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Scott, Jason, and Teddy Sullivan, CPA talk about purchasing an accounting firm, making changes, cloud or desktop, and everything in between. They also talk about sales, acquisitions, tools, and more. If you’re ever thinking of purchasing your own accounting firm or just looking to expand your current one, you wouldn’t want to miss this episode.
5 - The not-so-usual track: Teddy’s journey into owning an accounting firm
Shoutout to Xero
7 - What got me into accounting? I didn’t want to sell printers
11 - Teddy’s thought process when it comes to purchasing a firm
17 - Thinking of purchasing a firm? Go remote or go local?
21 - Transitioning ownership
24 - Cash or card? The dilemma of collecting our clients’ payments
30 - The pain of change is greater than the pain of the present
38 - Xero or Quickbooks?
Shoutout to Intuit Quickbooks, Ben Richmond CA
41 - You gotta bring somebody there and let them see it.
43 - What are your next steps?
45 - Scott’s sales process
Shoutout to Timothy Donohue
49 - Capacity planning differences from our firm owners
54 - Teddy’s advice to firm buyers and owners that are looking to expand
Shoutout to James Ashford
66 - The Oprah of Accounting Podcasts
