Episode #10

Paperless since 1999 - The Oracle, Queen, Wizard, and Trailblazer (feat. Donna Bordeaux, CPA)

recorded 5/5/2021

Donna Bordeaux, CPA

https://calculatedmoves.com/

Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano. We could have called this, the children of CPAs, but that kind of sounds like a horror movie.

3 **sponsor slot** (sup? Xero)

4 paperless in 1999

6 outsourcing in 2005

8 develop or document a process

9 clients want results

10 falling into a Niche market Pottery Studios

12 Niche #2 Campgrounds!

18 Pricing your Niche clients

18 Marketing your Niche clients

20 using client’s Tax Waste to justify your Prices

21 Advisory clients vs DIY clients

24 focused 100% on MRR

25 the future, Automation of routine tasks

28 automating the sales process

30 TAX

31 **sponsor slot** (sup? LivePlan)

32 Cash registers and Calculators

33 Numbers and Technology

35 a business you can work ON not IN

37 don’t work with anyone you can’t provide value to

39 World Domination

42 Changing your Firm Name

44 The Trailblazers

45 shout out to Marjorie in Texas

48 being the Queen in the Chess of Life

50 King and Queen CPA firms