On this episode, Joe speaks with Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance efficiency, improve client relationships, and establish a sustainable, high-performing practice.

Resources:

• It’s NOT Just the Numbers via CPA Trendlines
• CFO Services: A Practical How-To Guide for Accountants by Penny Breslin, Paula White, Damien Greathead

Connect with our guests:

• Connect with Penny on LinkedIn
• Connect with Damien on LinkedIn

Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy.

Learn more about the show and our sponsors at Woodard.com/podcast