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In this episode, Pat Odom explains why fewer hours can lead to better work and faster accounting firm growth.
Pat is a Partner at Apple & Odom, a full-service CPA firm in Charleston, South Carolina. He breaks down how they built a 36-hour work week (even in tax season), grew to around 950 clients in about two years, and stayed focused on a high-service client experience.
Key Takeaways:
• Why a 36-hour week can improve quality and retention in public accounting
• How planning work two weeks ahead keeps busy seasons under control
• What drove their growth (mostly referrals) without paid advertising
• The real challenge of fast growth: onboarding and communication systems
• How they’re using AI (Microsoft Copilot) to save time on meeting notes
The big lesson: don’t build the firm you want “right now.” Build the firm you want five years from now — with clear expectations and the right clients.
Guest: Patrick Odom, Partner, Apple & Odom
LinkedIn: https://www.linkedin.com/in/patrick-odom-cpa-abv-cfe-53072516/
Website: www.appleodom.com
Connect with me, Leonard De Beer:
LinkedIn: https://www.linkedin.com/in/leonard-de-beer/
Subscribe to the Business Growth Podcast and learn how top finance leaders are scaling smarter, serving better, and building firms that last.
By Leonard De BeerIn this episode, Pat Odom explains why fewer hours can lead to better work and faster accounting firm growth.
Pat is a Partner at Apple & Odom, a full-service CPA firm in Charleston, South Carolina. He breaks down how they built a 36-hour work week (even in tax season), grew to around 950 clients in about two years, and stayed focused on a high-service client experience.
Key Takeaways:
• Why a 36-hour week can improve quality and retention in public accounting
• How planning work two weeks ahead keeps busy seasons under control
• What drove their growth (mostly referrals) without paid advertising
• The real challenge of fast growth: onboarding and communication systems
• How they’re using AI (Microsoft Copilot) to save time on meeting notes
The big lesson: don’t build the firm you want “right now.” Build the firm you want five years from now — with clear expectations and the right clients.
Guest: Patrick Odom, Partner, Apple & Odom
LinkedIn: https://www.linkedin.com/in/patrick-odom-cpa-abv-cfe-53072516/
Website: www.appleodom.com
Connect with me, Leonard De Beer:
LinkedIn: https://www.linkedin.com/in/leonard-de-beer/
Subscribe to the Business Growth Podcast and learn how top finance leaders are scaling smarter, serving better, and building firms that last.