Josh Schneider joins Nick to break down how a rough early CPA-firm experience and a later “breakthrough year” as an entrepreneur pushed him to launch Multiply Advisors with a bigger goal in mind: building toward 1,000 monthly clients. They dig into what he learned from interviewing 100 business owners, including the insight that 88% weren’t happy with their current accounting support and why switching providers is still so sticky. Josh shares how he’s trying to close the gap between compliance and real value, including faster “sit rep” style reporting and his Action Intelligence Report concept to give founders usable signals instead of waiting 30 days for perfect financials. The conversation also covers building a centralized client-communication model, experimenting with dashboards and automation, and why he’s built a significant portion of his team in the Philippines.

To connect with Josh, visit his firms website:

https://www.multiplyadvisors.com/

or follow him on your platform of choice:

https://www.instagram.com/thejoshuaschneider/

https://www.linkedin.com/in/joshuarschneider/

If you would like to connect with us visit:

https://sagaaccounting.com/

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