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Are you leveraging data effectively to close the gap between your business goals and your current performance?
In this episode, co-hosts Damien Greathead and Penny Breslin interview James Childress, a former CPA who transitioned his firm to focus exclusively on advisory services. James shares his journey from a traditional CPA firm to specializing in providing advisory services, emphasizing the importance of data-driven decision-making. He discusses the challenges of reducing his client base and team size, the significance of choosing the right clients and team members, and the need for specialized tools like Tableau and data analysis to offer high-value advisory services. The conversation also touches on the necessity of verticalizing services and the importance of attending industry-specific events to better understand client needs.
James Childress, a CPA for over twenty years, has a deep-rooted passion for supporting individuals with their businesses on a grander journey toward growth. His personal experiences navigating significant trauma and the challenges of finding the right support have fueled his dedication to making a difference in others' lives. After enduring hardships within a high-control group during his formative years, James embarked on a quest to rebuild his life and create a nurturing environment for himself and his loved ones. It was through the transformative power of therapy that he found solace and regained control over his destiny.
Recognizing the profound impact mental health support had on his own life, James embarked on a mission to extend this vital assistance to a broader audience. With nearly two decades of experience in accounting, he transitioned his expertise to become a catalyst for growth and profitability across various small to medium-sized businesses. James's journey has led him to specialize in empowering mental health professionals to thrive in their practices. By leveraging his unique blend of financial acumen and compassionate understanding, James and his dedicated team are committed to bridging the gap between trauma and healing. Their goal is to facilitate sustainable growth and prosperity for all businesses while prioritizing the well-being of individuals and communities they serve.
[00:00 - 10:24] James’ Journey to Advisory
[10:24 - 20:45] Building a Specialized Team and Embracing Verticalization
[20:46 - 38:23] Defining Advisory Services
[38:24 - 43:42] Closing Thoughts and Insights
Notable Quote:
"I'm advising our client when the gap between where they are and where they want to be is closing." - James Childress
Connect with James!
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Thank you for listening. Please like and share this episode with a friend!
Websites: https://moneypennyllc.com/
LinkedIn: https://www.linkedin.com/in/damiengreathead/
Twitter: @Damien_GH
LinkedIn: https://www.linkedin.com/in/penny-breslin-0228b81/
Twitter: @pennyb57
5
77 ratings
Are you leveraging data effectively to close the gap between your business goals and your current performance?
In this episode, co-hosts Damien Greathead and Penny Breslin interview James Childress, a former CPA who transitioned his firm to focus exclusively on advisory services. James shares his journey from a traditional CPA firm to specializing in providing advisory services, emphasizing the importance of data-driven decision-making. He discusses the challenges of reducing his client base and team size, the significance of choosing the right clients and team members, and the need for specialized tools like Tableau and data analysis to offer high-value advisory services. The conversation also touches on the necessity of verticalizing services and the importance of attending industry-specific events to better understand client needs.
James Childress, a CPA for over twenty years, has a deep-rooted passion for supporting individuals with their businesses on a grander journey toward growth. His personal experiences navigating significant trauma and the challenges of finding the right support have fueled his dedication to making a difference in others' lives. After enduring hardships within a high-control group during his formative years, James embarked on a quest to rebuild his life and create a nurturing environment for himself and his loved ones. It was through the transformative power of therapy that he found solace and regained control over his destiny.
Recognizing the profound impact mental health support had on his own life, James embarked on a mission to extend this vital assistance to a broader audience. With nearly two decades of experience in accounting, he transitioned his expertise to become a catalyst for growth and profitability across various small to medium-sized businesses. James's journey has led him to specialize in empowering mental health professionals to thrive in their practices. By leveraging his unique blend of financial acumen and compassionate understanding, James and his dedicated team are committed to bridging the gap between trauma and healing. Their goal is to facilitate sustainable growth and prosperity for all businesses while prioritizing the well-being of individuals and communities they serve.
[00:00 - 10:24] James’ Journey to Advisory
[10:24 - 20:45] Building a Specialized Team and Embracing Verticalization
[20:46 - 38:23] Defining Advisory Services
[38:24 - 43:42] Closing Thoughts and Insights
Notable Quote:
"I'm advising our client when the gap between where they are and where they want to be is closing." - James Childress
Connect with James!
-----------------------------------------------------------------------------
Thank you for listening. Please like and share this episode with a friend!
Websites: https://moneypennyllc.com/
LinkedIn: https://www.linkedin.com/in/damiengreathead/
Twitter: @Damien_GH
LinkedIn: https://www.linkedin.com/in/penny-breslin-0228b81/
Twitter: @pennyb57