August 21, 2023

S2 Ep 6: Jason Andrew: On Wealth Creation

38 minutes

In this episode, I chat with Jason Andrew about a range of topics including:

[04:04] Why Jason recommends graduate accountants start at a small firm rather than a mid-tier or Big 4 firm

[11:32] Starting SBO.Financial and not getting paid for the first two years

[13:07]: Hiring a CEO to run SBO.Financial and what Jasons’ role looks like today

[20:38]: The Arbor Group structure and the benefits of using a Hold Co

[23:51] Incentivising team members and why Jason prefers bonuses to equity

[26:22] Why SBO.Financial started a tax division the interesting structure they have in place with their Head of Tax

[31:25] The pros and cons of rollups in the accounting industry and why acquiring accounting firms can fail

"Jason Andrew is a chartered accountant and founder of the Arbor Group - a holdco of financial services business ranging from accounting and tax services, funds management and corporate advisory.

His personal mission and passion is to improve the financial literacy of entrepreneurs and executives and change the current worldview of the accounting profession."

You can connect with him on LinkedIn or Twitter.

This episode of the podcast is brought to you by sponsors

TaxValet: Sales Tax Done For You

Electrafi: Blockchain Training and Consulting for Accountants

Teamup: Hire top Filipino accountants without ongoing BPO fees.

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.

For more information or to get in touch with us, head over to our website lifestyleaccountant.co.

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By Lifestyle Accountant

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