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The best firms don't wait for things to fall apart. They break them first.
Hiring, training, sales, team structure. If you're not proactively challenging what's working, growth will do it for you, and it won't be on your terms.
In this episode, Mike and Matt get real about the specific things that broke (and keep breaking) as Patrick Accounting has grown over the past 23 years.
The hiring mistake almost every growing firm makes (and keeps making)
What it actually costs you to onboard someone without a real plan
Why losing your best salesperson can expose a problem you didn't know you had
The labor rate percentage that should be keeping you up at night
How to manage quality and performance when you can't be in every conversation anymore
The question Mike and Matt are asking right now that could change who they hire for the next decade: what happens to your team when AI eats the transactional work?
"Right people with the right process are going to change the world. Right people with bad process will still figure something out. Wrong people with a great process? You're not going anywhere."
💬 Got a topic you want us to tackle? Drop a comment, send us a message, or share this episode with a firm owner who needs to hear it.
🎙 Want to be a guest? We're opening the show up to firm owners who want to talk shop. Reach out and let's talk.
Connect with us:
Matt Patrick on LinkedIn → https://hubs.la/Q04fKVdQ0
Mike Shaeffer on LinkedIn → https://hubs.la/Q04fKVdX0
Tired of struggling to find qualified accountants for your firm? Check out Cloud Accountant Staffing's candidate portal. Full of pre-vetted offshore accounting candidates ready to interview as soon as tomorrow → https://portal.cloudaccountantstaffing.com/register?p=MatthewPatrick
By Whirks4.5
1515 ratings
The best firms don't wait for things to fall apart. They break them first.
Hiring, training, sales, team structure. If you're not proactively challenging what's working, growth will do it for you, and it won't be on your terms.
In this episode, Mike and Matt get real about the specific things that broke (and keep breaking) as Patrick Accounting has grown over the past 23 years.
The hiring mistake almost every growing firm makes (and keeps making)
What it actually costs you to onboard someone without a real plan
Why losing your best salesperson can expose a problem you didn't know you had
The labor rate percentage that should be keeping you up at night
How to manage quality and performance when you can't be in every conversation anymore
The question Mike and Matt are asking right now that could change who they hire for the next decade: what happens to your team when AI eats the transactional work?
"Right people with the right process are going to change the world. Right people with bad process will still figure something out. Wrong people with a great process? You're not going anywhere."
💬 Got a topic you want us to tackle? Drop a comment, send us a message, or share this episode with a firm owner who needs to hear it.
🎙 Want to be a guest? We're opening the show up to firm owners who want to talk shop. Reach out and let's talk.
Connect with us:
Matt Patrick on LinkedIn → https://hubs.la/Q04fKVdQ0
Mike Shaeffer on LinkedIn → https://hubs.la/Q04fKVdX0
Tired of struggling to find qualified accountants for your firm? Check out Cloud Accountant Staffing's candidate portal. Full of pre-vetted offshore accounting candidates ready to interview as soon as tomorrow → https://portal.cloudaccountantstaffing.com/register?p=MatthewPatrick

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