Accounting High

105 Open Your Mind with the Cerebral CPA (feat. Chet Buchman, CPA)

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Episode 105 | Recorded July 11, 2022

Scott Scarano and Jason Ackerman, CPA, CFP®, CGMA spend time with Chet Buchman, CPA, CVA, CEPA, CGMA, CNC, who shares his experiences on maintaining work-life balance while running a successful accounting firm. They discuss forming client relationships, KPIs, and utilizing data for better employee performance. Chet also talks about nontraditional hiring practices, being a role model, and fixing busy season. They wrap up with book recommendations and Chet's advice for other CPA firm owners.

  • Getting into Accounting
  • The firm in the past
  • The Cerebral CPA
  • Changes in the firm for work-life balance and systems theory
  • Forming relationships with clients
  • Timesheets
  • How the changes have been made
  • Tracking data and using it to help employees
  • Chet’s management style
  • KPIs and how people re-utilize extra time
  • Tracking things that aren’t time
  • CBDs (Career Best Days)
  • Chet and Scott’s Atomic Habits
  • The higher and lower performers
  • Family
  • The best thing about the firm
  • Working from home during COVID and hybrid
  • Going paperless or not
  • Data analysts, Tableau
  • New things in the future of the firm
  • Nontraditional hires and hiring practice
  • Accounting in High School
  • Being a role model
  • Helping others and giving time and space
  • Work-life balance, integration, etc
  • Fixing busy season
  • To work or not to work
  • Golf
  • Advice for other CPA firm owners
  • Wrapping up
  • Book recommendations

    • All the Shoutouts:

    Ron Baker, James Clear, SafeSend, Tableau, Zapier, Patrick Lencioni, Cal Newport, Jay Shetty, Ryan Holiday, Chuck Klosterman, Darren Hardy

    ...more
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