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Transitioning from Accounting to Business Ownership and Growth Strategies with Paul Roy
In this episode, Ann Carden interviews expert Paul Roy about the challenges in an accountant's transition to business ownership. They discuss client retention, billing issues, time management, and team-building strategies for business scaling. The episode also covers hiring assessments, adapting to virtual business growth, and exploring global opportunities. Finally, they delve into identifying ideal clients and pacing implementation.
Paul has been in business since his late teens. A born entrepreneur. He has purchased existing business and also built business. These include, An Office Products Company, A Human Resource Company, Computer Forms Company, Partner in a Yachting Facility. COO of an Agricultural Facility with over 12 million in revenues. Vice President of a Call Centre who under Paul’s leadership took a small regional company to be a player on the national stage. Paul is a Certified Professional Coach. He has been Business Consulting and Coaching business owners for the past 9 years. Paul specializes in helping Business Owners and Accountants with building business that work for them and not the other way around. Paul is Co-Founder of CPA Business Coach and Nova Scotia Chair of Business Round Table.
Contact Paul:
https://www.linkedin.com/in/paulroy1/
https://cpabusinesscoach.com/
(0:00) Introduction and Guest Expert, Paul Roy
(2:56) Challenges in Accountant's Transition to Business Ownership
(6:17) Client Retention and Referral Strategies
(10:41) Addressing Work in Progress and Billing Issues
(13:24) Time Management and Business Growth Processes
(15:10) Building and Managing a Team for Business Scaling
(16:50) Assessments for Hiring and Understanding Your Firm
(18:12) Adapting to the Virtual World for Business Growth
(21:07) Exploring National and Global Business Growth Opportunities
(24:30) Ideal Clients and Pace of Implementation
(29:34) Sponsor: Free Webinar Invitation
(29:58) Conclusion and Goodbye
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By Ann Carden
5
1212 ratings
In this episode, Ann Carden interviews expert Paul Roy about the challenges in an accountant's transition to business ownership. They discuss client retention, billing issues, time management, and team-building strategies for business scaling. The episode also covers hiring assessments, adapting to virtual business growth, and exploring global opportunities. Finally, they delve into identifying ideal clients and pacing implementation.
Paul has been in business since his late teens. A born entrepreneur. He has purchased existing business and also built business. These include, An Office Products Company, A Human Resource Company, Computer Forms Company, Partner in a Yachting Facility. COO of an Agricultural Facility with over 12 million in revenues. Vice President of a Call Centre who under Paul’s leadership took a small regional company to be a player on the national stage. Paul is a Certified Professional Coach. He has been Business Consulting and Coaching business owners for the past 9 years. Paul specializes in helping Business Owners and Accountants with building business that work for them and not the other way around. Paul is Co-Founder of CPA Business Coach and Nova Scotia Chair of Business Round Table.
Contact Paul:
https://www.linkedin.com/in/paulroy1/
https://cpabusinesscoach.com/
(0:00) Introduction and Guest Expert, Paul Roy
(2:56) Challenges in Accountant's Transition to Business Ownership
(6:17) Client Retention and Referral Strategies
(10:41) Addressing Work in Progress and Billing Issues
(13:24) Time Management and Business Growth Processes
(15:10) Building and Managing a Team for Business Scaling
(16:50) Assessments for Hiring and Understanding Your Firm
(18:12) Adapting to the Virtual World for Business Growth
(21:07) Exploring National and Global Business Growth Opportunities
(24:30) Ideal Clients and Pace of Implementation
(29:34) Sponsor: Free Webinar Invitation
(29:58) Conclusion and Goodbye
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