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