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133 Modeling Behavior for Clients and Accounting Firms (feat. Jamie O'Kane, CPA)
Episode 133
In this episode of Accounting High, host Scott interviews Jamie O'Kane, a CPA and Certified Tax Coach. Jamie shares her journey from high school to starting her own firm, discussing her experiences with clients, niche industries, firm hard numbers, scope and pricing, and more. She also shares valuable insights on outsourcing and unlocking time, as well as advice for accountants looking to grow their business and take care of their team. Overall, this episode is a must-listen for anyone interested in the accounting industry and how to build a successful accounting firm.
Interview:
Early career: high school, tax years, consulting
Moving to family office, helping clients, being a Doula
Starting a firm, family and employees, no niche yet
Cash break-even, trying things out, modeling good practices
Firm hard numbers, scope and pricing, speaking events
Keeping up with niche industry, using other consultants
Accountability and coaches, rebranding, letting clients go
Being stuck in the business, difficulty in finding accountants
Helping people, taking care of the team
Determining clients to keep, software, outsourcing, unlocking time
Closing:
Advice for biggest unlock
Shoutouts:
Randy Crabtree, Intuit’s Tax Advisor Summit, Nicole Glasson, Travis Baird, Ignition, QuickBooks, Karbon, Cognito Forms, Canopy, TaxDome
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By Accounting High
4.8
4848 ratings
Episode 133
In this episode of Accounting High, host Scott interviews Jamie O'Kane, a CPA and Certified Tax Coach. Jamie shares her journey from high school to starting her own firm, discussing her experiences with clients, niche industries, firm hard numbers, scope and pricing, and more. She also shares valuable insights on outsourcing and unlocking time, as well as advice for accountants looking to grow their business and take care of their team. Overall, this episode is a must-listen for anyone interested in the accounting industry and how to build a successful accounting firm.
Interview:
Early career: high school, tax years, consulting
Moving to family office, helping clients, being a Doula
Starting a firm, family and employees, no niche yet
Cash break-even, trying things out, modeling good practices
Firm hard numbers, scope and pricing, speaking events
Keeping up with niche industry, using other consultants
Accountability and coaches, rebranding, letting clients go
Being stuck in the business, difficulty in finding accountants
Helping people, taking care of the team
Determining clients to keep, software, outsourcing, unlocking time
Closing:
Advice for biggest unlock
Shoutouts:
Randy Crabtree, Intuit’s Tax Advisor Summit, Nicole Glasson, Travis Baird, Ignition, QuickBooks, Karbon, Cognito Forms, Canopy, TaxDome
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