Episode 7

Joshua Lance, CPA - recorded on March 24, 2021 (RIP Josh)

Founder of https://lancecpa.com/ and Table HR https://tablehr.co/

Head of Accounting at https://www.practiceignition.com/

Adjunct Faculty at https://www.northwestern.edu/ & https://www.uvm.edu/

twitter @lancejd1

[email protected]

Joshlance.com

1 a firm, a group, and a practice

2 introverts and jerks

5 do the opposite - https://www.youtube.com/watch?v=rag0Z1nTJOc

9 your firm vertical or niche or niché

10 creating a client community

13 standardizing processes

15 restructuring your 18 person firm

20 stop giving away free advice

21 identifying advisory accountants and compliance tax preparers

24 team titles

25 introverted visionaries and extroverted integrators

26 community, clients, consultants, and careers

27 **sponsor slot** (just kidding, practice ignition)

30 getting your processes in order

32 put your money where your mouth is

34 TIME

35 tracking time as a leading indicator

36 time as a capacity planning metric

41 getting rid of time and bringing it back

45 how to make an Ackerman quit your firm

47 time is a crutch

49 lab rats and the rat race and employees

51 **sponsor slot** (just kidding, Xero)

52 **sponsor slot** (just kidding, Karbon)

53 Lotus + Accelo + Trello = Karbon