Sign up to save your podcasts
Or
Share 135 Chief Proactive Advisor (feat. Sean Duncan, CPA)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
135 Chief Proactive Advisor (feat. Sean Duncan, CPA)
Episode 135
In this episode of Accounting High, host Scott interviews Sean Duncan, CPA, founder of a successful advisory-only firm. They discuss Sean's journey from a quarter-life crisis to starting his own firm, turning down the FBI, and getting comfortable with value pricing. Sean also shares insights on his hiring process, sticking to core values, and letting go of clients.
Interview:
Sean discusses his quarter-life crisis and how he ended up in accounting.
The interview focuses on Sean's firm and its transition to an advisory-only practice.
They also discuss the firm's focus on bookkeeping clients, real estate, and wealth management.
Sean emphasizes the importance of core values and sticking to them, as well as the hiring process and getting comfortable with value pricing.
They talk about letting go of clients and the challenges of finding the right staff to do the work.
Shoutouts:
SMD Consulting & Accounting, QuickBooks
View all episodes
By Accounting High
4.8
4848 ratings
Episode 135
In this episode of Accounting High, host Scott interviews Sean Duncan, CPA, founder of a successful advisory-only firm. They discuss Sean's journey from a quarter-life crisis to starting his own firm, turning down the FBI, and getting comfortable with value pricing. Sean also shares insights on his hiring process, sticking to core values, and letting go of clients.
Interview:
Sean discusses his quarter-life crisis and how he ended up in accounting.
The interview focuses on Sean's firm and its transition to an advisory-only practice.
They also discuss the firm's focus on bookkeeping clients, real estate, and wealth management.
Sean emphasizes the importance of core values and sticking to them, as well as the hiring process and getting comfortable with value pricing.
They talk about letting go of clients and the challenges of finding the right staff to do the work.
Shoutouts:
SMD Consulting & Accounting, QuickBooks
More shows like Accounting High
View all
Business Strategy for CPA's
45 Listeners
Future Firm Accounting Podcast
26 Listeners
The Ambitious Bookkeeper Podcast
61 Listeners
Drink While You Think🍺
8 Listeners
The Mel Robbins Podcast
20,385 Listeners
Jason On Firms Podcast
58 Listeners
Devil in the Desert
1,862 Listeners