Episode 174
FACULTY: Trevor McCandless, CPA
CLASS: #Shoperations
TITLE: The Accountrepreneur's Dilemma
In this podcast episode, Scott interviews Trevor McCandless, also known as "Coach Sweet Tea," the owner of Fusion CPA. The episode begins with an introduction to Coach McCandless and his background as a serial entrepreneur founding multiple businesses. He shares the story behind the inception of Fusion CPA and discusses the challenges and growth pains the firm experienced.
Introducing Coach McCandless
Founding Businesses
Trevor’s background as a serial entrepreneur and founding of various businesses
The Origin of "Fusion"
Starting Fusion CPA
The challenges and growing pains faced by Fusion CPA
NetSuite
The role of NetSuite in the firm's evolution and the process of rebranding and niching for NetSuite services
Trevor and Scott talk about the challenges of stepping away to allow the firm to grow and thrive
Balancing Company and Employee Visions
Why is the Firm in Puerto Rico?
EO Bobbleheads
Words of wisdom from Scott and Trevor
Shout Outs:
David Leary, Kenji, McKinsey, Accounting Salon, NetSuite, Xero, QuickBooks, Microsoft Dynamics
