Episode 243

FACULTY: Nick Boscia, CPA, EA aka The Balanced CPA

CLASS: #Shoperations

In this episode, join Scotty as he talks with Nick Boscia, aka the Balanced CPA from New Jersey. Nick shares insights from his journey in accounting, taking over his father's firm, and running a family business with his brother. They explore the importance of balance in work and life, the evolution of their firm with technology, and the implementation of fair client pricing. Nick also discusses the challenges they faced and the aspirations for the future, all while maintaining a balanced approach to life and work. This engaging conversation offers a deep dive into the life of a modern CPA striving for balance and growth.

📣 Shout Outs: Dawn Brolin, PWC, SmartVault, LeCert, Bench, Financial Sense, Anchor

⬇️Videos Referenced⬇️

Melissa McCarthy for Accounting Professionals (feat. Dawn Brolin)

(https://youtu.be/GkcEXTmEVSY)

Chapters:

00:00 Teaser

00:11 Introduction and Guest Introduction

00:47 Family Business Background

01:07 The Concept of Balanced CPA

04:23 Personal Life and Balance

08:36 Professional Journey and Achievements

11:40 Business Operations and Growth

18:36 Pricing Strategies and Client Management

21:06 Future Plans and Innovations

25:28 Discussing Business Structures and Tax Strategies

26:07 Balancing Business Expenses with a Partner

28:26 Modernizing the Firm with Technology

33:41 Balancing Personal and Professional Life

42:50 Credit Card Points and Financial Strategies

45:49 Future Goals and Firm Growth

🔗 Connect With Us On LinkedIn! 🔗

Nick Boscia, CPA, EA

📎 linkedin.com/in/nickboscia/

Boscia & Boscia PC

📎 linkedin.com/company/bosciapc/

📎 bosciapc.com

Scotty OKR Scarano

📎 linkedin.com/in/scottscarano/

Accounting High

📎 linkedin.com/company/accounting-high/

📎 accountinghigh.com/

Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Partnerships, Work Life Balance, The Balanced CPA, CPA, EA, Entrepreneurship