Accounting High

152 How to Run a Practice Differently than the Traditional CPA Firm (feat. Catherine Tindall, CPA)


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Episode 152

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FACULTY: Catherine Tindall

CLASS: #PeerReview

SPONSOR: LiveFlow

TITLE: How to Run a Practice Differently than the Traditional CPA Firm

In this episode of Accounting High, Scott and Jason Ackerman interview Catherine Tindall, CPA, who shares her insights on the importance of aligned values in a firm, and how her experiences working with her parents and husband have shaped her approach to collaboration and partnership. She also discusses her firm's focus on personality types for hiring and working with clients, and the challenges and benefits of niche-ing in compliance. Tune in to this episode for valuable advice on firm ownership and building connections through social media.

  • Catherine shares her journey to becoming an accountant and the influence of her parents' accounting practice.

  • The hosts and Catherine discuss the importance of personalities in hiring and working with clients.

  • They also talk about the dynamics of partnerships and the benefits of having aligned values.

  • Catherine shares her experience of starting her own firm and provides advice for firm owners.

  • The conversation ends with a discussion on the role of social media in connecting with clients.

    • Scott and Jason wrap up the podcast with Catherine’s advice to firm owner and her socials.

    • Shoutouts:

      • Dominion Enterprise Services

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