Life First Accounting Firm

Епизоде

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  S1 Bonus: Lessons Learned from Buying a Firm w. Logan George 08.06.2026 53мин

  Subscribe to The 15 Hour Accountant NewsletterGet free CPE for this episode on Earmark========Logan George comes back on the podcast for this bonus episode. This conversation covers the detailed process of purchasing an accounting firm, including the decision-making, due diligence, negotiation, challenges, and reflections on the final decision. It emphasizes the importance of timing and cash flow when purchasing a firm, and highlights the lessons learned from the experience.Logan George | High Peak Accounting | LinkedInResources Mentioned:S1E2 Buying a Tax Firm w. Logan George | YoutTube | Apple Podcasts | SpotifyQuit by Annie Duke | https://a.co/d/0hBPS735SBA Loans | https://www.sba.gov/funding-programs/loansChapters00:00 Introduction and Background08:28 The Letter of Intent and Due Diligence17:10 Challenges and Concerns26:29 Final Decision and Reflection39:16 Transition Period and Financing51:35 Launching a Firm and Lessons LearnedContent ID Code: CKKC2DILY76LPKKU
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  S1E9 Starting Stories: The Takeaways 01.06.2026 13мин

  Subscribe to The 15 Hour Accountant NewsletterGet free CPE for this episode on Earmark========The first season of the Life First Accounting Firm podcast concludes with a recap of the main takeaways from the interviews. The key themes include the flexibility of starting a firm while working, the importance of personal networks for acquiring clients, reevaluating one's relationship with accounting, the value of time and flexibility, the need for self-belief, and the significance of financial stability as a backstop.Content ID Code: CKKC2DILY76LPKKU
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  S1E8 Starting Stories: Firm Ownership After Burnout w. Andrew Parks 25.05.2026 42мин

  Subscribe to The 15 Hour Accountant NewsletterGet free CPE for this episode on Earmark========Andrew Parks | Momentum Strategic Advisors | LinkedInResources Mentioned:Aligned AccountantsAndrew Parks shares his journey from nonprofit work to starting his own accounting firm, highlighting the evolution of his career and facing burnout along the way. He discusses the process of self-reflection, networking, and the formation of his business with a partner, emphasizing the importance of listening and learning from others. Andrew Parks discusses his experience in managing a business, developing partnerships, and navigating the challenges of entrepreneurship. He shares insights on client acquisition, financial management, and the flexibility of running his own firm.Chapters00:00 Meet Andrew Parks05:47 Experience in Accounting and Advisory Services13:08 Engaging with the Network and First Client20:43 Business Growth and Service Offerings25:55 Adapting to Business Changes32:52 Client Size and Revenue Target39:09 Navigating Burnout and Decision-MakingContent ID Code: CKKC2DILY76LPKKU
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  S1E7 Starting Stories: A Side Gig Firm w. Monique Reece 18.05.2026 42мин

  Subscribe to The 15 Hour Accountant NewsletterGet free CPE for this episode on Earmark========Monique Reece | Reece AccountancyResources Mentioned:ProConnectCalendlyAligned AccountantsThis conversation covers the journey of Monique Reese, a CPA, from starting her accounting firm as a side hustle to transitioning it into a full-time business. It explores the impact of the pandemic, client acquisition strategies, and the challenges of balancing a side hustle with a full-time job. Monique shares personal challenges and the importance of work-life balance in her entrepreneurial journey. It also delves into the significance of starting with referrals and the challenges of marketing a side hustle. The conversation provides valuable advice for individuals considering starting a side hustle and emphasizes the need for flexibility and adaptability in the journey.Chapters00:00 Introduction and Podcast Debut07:11 Impact of the Pandemic on Business15:16 Balancing Work Hours and Client Load38:34 Advice for Starting a Side HustleContent ID Code: CKKC2DILY76LPKKU
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  S1E6 Starting Stories: Traveling the World + Running a Firm w. Alex Ostrov 11.05.2026 32мин

  Subscribe to The 15 Hour Accountant NewsletterGet free CPE for this episode on Earmark========Alex Ostrov | Nomad CPA | LinkedIn | X (Twitter)Resources Mentioned:Aligned AccountantsHoldCo ConferenceAlex Ostrov shares his journey from working in a traditional accounting firm to starting his own firm, Nomad CPA, while living a nomadic lifestyle. He discusses the challenges and rewards of remote work, building a global team, and the importance of work-life balance.Chapters00:00 Transition from Traditional Accounting to Nomad CPA09:42 Client Base and Global Presence18:36 Managing a Global Team and Time Zone Challenges25:12 Professional Satisfaction and Growth31:29 Advice for Aspiring Fractional CFOs and ControllersContent ID Code: CKKC2DILY76LPKKU
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  S1E5 Starting Stories: Using Upwork to Get Clients w. Katie Rau 04.05.2026 33мин

  Subscribe to The 15 Hour Accountant NewsletterGet free CPE for this episode on Earmark========Katie Rau | Blessed Books LLC | LinkedIn | FacebookResources Mentioned:UpworkQuickBooks Online AccountantThe conversation covers the journey of starting a solo accounting practice, client acquisition through Upwork, work-life balance, long-term vision, and advice for aspiring entrepreneurs. Katie Rau shares insights into her experience and offers valuable advice for those considering a similar path in the accounting industry.Chapters00:00 Introduction and Personal Update11:19 Client Acquisition through Upwork18:38 Work-Life Balance and Future Plans26:22 Long-Term Vision and Business Growth33:09 Advice for Aspiring EntrepreneursContent ID Code: CKKC2DILY76LPKKU
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  S1E4 Starting Stories: Coming From a Non-Accounting Background w. Steve Nay 27.04.2026 38мин

  Subscribe to The 15 Hour Accountant NewsletterGet free CPE for this episode on Earmark========Steve Nay | Daybreak Tax | LinkedIn Resources Mentioned:Business Strategies for CPAs podcast by Geraldine CarterEA JournalNational Association of Enrolled AgentsTax in Action podcast by Jeremy WellsAll the Money in the World by Laura VanderkamThe conversation with Steve Nay covers his journey from a non-accounting background to starting a tax practice while working full-time. It explores the challenges and decisions involved in this transition, from becoming an enrolled agent to choosing tax software and managing the workload. The conversation covers the experience of balancing a side business with a full-time job, the growth and revenue of the business, client relationships, marketing, and the challenges of being a sole practitioner. It also provides advice for aspiring accountants coming from a different industry.Chapters00:00 Meet Steve11:26 Choosing Tax Software and First Clients17:01 Experience and Expertise23:30 Client Relationships and Marketing28:47 Challenges of a Sole PractitionerContent ID Code: CKKC2DILY76LPKKU
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  S1E3 Starting Stories: Building a Firm During Maternity Leave w. Savannah Reynolds 20.04.2026 42мин

  Subscribe to The 15 Hour Accountant NewsletterGet free CPE for this episode on Earmark========Resources Mentioned:The 15 Hour Accounting (Erica’s free ebook)Savannah Reynolds | Branch and Vine Accounting, LLC | Facebook | InstagramSavannah Reynolds shares her journey from a corporate controller role to starting her own firm. She discusses the challenges of balancing motherhood, career, and entrepreneurship, as well as the lessons learned from her experiences. Savannah Reynolds discusses her experience transitioning from corporate accounting to running her own accounting firm, the challenges of setting pricing and finding the right clients, the impact of working from home on work-life balance, and the value of flexibility and autonomy in her new role.Chapters00:00 Career Transition and Corporate Dissatisfaction07:30 Maternity Leave and Business Setup14:37 Service Offerings and Client Engagement20:08 Monthly Clients and Disjointed Work25:21 Unwinding Corporate Habits32:06 Learning and Experimentation38:24 Career Transition and EncouragementContent ID Code: CKKC2DILY76LPKKU
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  S1E2 Starting Stories: Buying a Tax Firm w. Logan George 13.04.2026 42мин

  Subscribe to The 15 Hour Accountant NewsletterGet free CPE for this episode on Earmark========Resources Mentioned:Geraldine CarterMichelle WeinsteinLogan George | High Peak Accounting | LinkedInThe conversation covers Logan George's journey from being an employee to becoming a business owner, including the challenges and growth experienced in the first year of business. It explores his transition to entrepreneurship, merging and partnering with a firm, and the process of purchasing a tax practice. Additionally, it delves into the experiences and lessons learned during the first year of business and the subsequent growth. The conversation delves into the challenges of making tough business decisions, emphasizing the importance of flexibility and balance as key motivations. It also explores the natural human desire for growth and progress, even in a state of contentment.Chapters00:00 Introduction and Background05:07 Growth and Merger11:01 Financial Considerations17:09 Business Growth and Transition22:28 Revenue and Workload Management29:27 Motivation and Enjoyment of WorkContent ID Code: CKKC2DILY76LPKKU
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  S1E1: Welcome to Starting Stories 06.04.2026 8мин

  Subscribe to The 15 Hour Accountant NewsletterErica Goode | LinkedInSeason 1: "Starting Stories" aims to highlight the experiences of accountants who started their own firms, emphasizing the possibility of success without sacrificing personal life. Erica Goode shares her journey and the intentional, life-first approach to accounting firm ownership, promising diverse and transparent conversations with guests.TakeawaysAccounting firm owners can build successful careers without sacrificing their personal lives.The podcast aims to showcase the stories of everyday accountants who started their own firms.Chapters00:00 Introduction to Starting Stories06:13 Intentional Living in the Accounting IndustryContent ID Code: CKKC2DILY76LPKKU
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  Starting Stories is coming soon! 06.03.2026 2мин

  The Life First Accounting Firm podcast is kicking off Season 1: Starting Stories soon!Subscribe and Follow so you don't miss the first episode.DR3WQIFVMNBQRZVX