Who's Really the BOSS?

Taking Vacation During Tax Season


Listen Later

Shawn Gubler of Kinexus CPAs shares how he transformed his approach to firm ownership by taking vacations during tax season, building meaningful partnerships, and creating systems that allow his team to thrive without him. He discusses the challenges of growing from $1-3 million in revenue, the importance of hiring people who will challenge you, and why giving more than you take has been the foundation of his success. Shawn also opens up about the value of one-on-one advisory relationships and how stepping back as an owner has actually improved client service and team development.

Connect with Shawn
https://stgcpas.com/
https://www.linkedin.com/in/shawn-gubler-10a92b5

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

  • (00:00) - Introduction and Guest Welcome
  • (00:57) - Shawn's Personal Background
  • (04:35) - Best Advice Received
  • (05:36) - Kinexus CPA Team and Firm Structure
  • (08:02) - Growth and Client Services
  • (22:04) - Hiring Trends and Market Shifts
  • (25:07) - Current Goals and Initiatives
  • (28:01) - Breaking Through Plateaus
  • (35:23) - Client Relationships and Succession Planning
  • (43:36) - Starting a Firm: Lessons Learned
  • (50:27) - The Importance of Advisory Relationships
  • (54:47) - Conclusion and Final Thoughts
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Who's Really the BOSS?By Marcus Dillon, Rachel Dillon

    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    11 ratings


    More shows like Who's Really the BOSS?

    View all
    BiggerPockets Real Estate Podcast by BiggerPockets

    BiggerPockets Real Estate Podcast

    16,767 Listeners

    Money Guy Show by Brian Preston and Bo Hanson

    Money Guy Show

    3,219 Listeners

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

    Accountant's Flight Plan

    9 Listeners

    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    337 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

    27 Listeners

    The Unique CPA by Randy Crabtree, CPA

    The Unique CPA

    25 Listeners

    followHIM by Hank Smith & John Bytheway

    followHIM

    10,690 Listeners

    Tax Section Odyssey by AICPA & CIMA

    Tax Section Odyssey

    13 Listeners

    The Ambitious Bookkeeper Podcast by Serena Shoup, CPA

    The Ambitious Bookkeeper Podcast

    62 Listeners

    Oh My Fraud by Caleb Newquist

    Oh My Fraud

    140 Listeners

    BigDeal by Codie Sanchez

    BigDeal

    899 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    59 Listeners

    Federal Tax Updates by Roger Harris, EA and Annie Schwab, CPA

    Federal Tax Updates

    33 Listeners

    She Counts by Questian Telka, EA & Nancy McClelland, CPA

    She Counts

    15 Listeners