Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their Business

James Masotti: First 90 Days of Buying a Bookkeeping Business


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Show Summary

In this episode of the Grow My Accounting Practice Podcast, we were joined by James Masotti, the owner of Our Team Accounting. James discusses the strategic decision to acquire a bookkeeping company and how it aligns with their growth vision. He shares insights from the first 90 days post-acquisition, emphasizing the smooth transition and integration strategies.

One highlight is the adoption of Profit First, a transformative financial management approach, and its positive impact on Our Team Accounting. James also touches on implementing the Entrepreneurial Operating System (EOS) for efficient operations and how it enhances productivity and accountability.

James emphasizes the significant role of a positive organizational culture, underscoring its value in talent retention and business success. Overall, the episode provides valuable insights into financial methodologies, operational frameworks, and the importance of fostering a strong culture in accounting practices.

 

Websites:

ourteamaccounting.com

LinkedIn:

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

Instagram:

https://www.instagram.com/james_masotti/

Twitter:

https://twitter.com/JamesMasotti

Corporate Partner:

  • People Process – https://peopleprocesses.com/
...more
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Grow My Accounting Practice | Tips for Accountants, Bookkeepers and Coaches to Grow Their BusinessBy Mike Michalowicz

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