The Modern CPA Success Show

Finding Joy in Accounting: Nearshore Outsourcing, Taxes, and Franchising with Kristen Keats


Listen Later

“Your mission should be bigger than you can do in your lifetime, but you should never lose sight of it as your North Star. Any decision that we make or any of the things that we’re doing, we ask the question, ‘Is this going to further the joy?’ The joy is interacting with your clients and really feeling like you're making a difference. I want to bring joy to both sides—accountants and clients. How can we make it more positive for both? We do so by finding solutions for our clients’ pain points.” – Kristen Keats

 


The finer details of this episode:

  • Nearshore vs. offshore outsourcing
  • Solving pain points for clients
  • Solving staffing issues with Cadencia
  • Helping accountants start their own firm through a franchising option

 

Episode resources:

  • Summit CPA website – www.summitcpa.net
  • Email us with questions – [email protected]
  • Cadencia
  • Breakaway Bookkeeping & Advising (breakawayba.com)
  • Sherwood Tax & Accounting

 

...more
View all episodesView all episodes
Download on the App Store

The Modern CPA Success ShowBy Summit Virtual CFO by Anders

  • 5
  • 5
  • 5
  • 5
  • 5

5

9 ratings


More shows like The Modern CPA Success Show

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

259 Listeners

Accountant's Flight Plan by Brannon Poe; Poe Group Advisors

Accountant's Flight Plan

9 Listeners

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals by Jetpack Workflow

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

73 Listeners

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard by Woodard Events

The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard

8 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,389 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

339 Listeners

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals by Michelle Weinstein  - The Pitch Queen, Sales Strategist

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

85 Listeners

Business Strategy for CPA's by Geraldine Carter

Business Strategy for CPA's

46 Listeners

Future Firm Accounting Podcast by Ryan Lazanis

Future Firm Accounting Podcast

26 Listeners

The Megyn Kelly Show by SiriusXM

The Megyn Kelly Show

38,676 Listeners

Oh My Fraud by Caleb Newquist

Oh My Fraud

131 Listeners

The BetterLife Podcast by Brandon Turner and Cam Cathcart

The BetterLife Podcast

839 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

49 Listeners

Unofficial QuickBooks Accountants Podcast by Alicia Katz Pollock, MAT

Unofficial QuickBooks Accountants Podcast

42 Listeners