Show Summary
In this episode of the Grow My Accounting Practice Podcast, we were joined by James Masotti, the owner of Our Team Accounting. James discusses the strategic decision to acquire a bookkeeping company and how it aligns with their growth vision. He shares insights from the first 90 days post-acquisition, emphasizing the smooth transition and integration strategies.
One highlight is the adoption of Profit First, a transformative financial management approach, and its positive impact on Our Team Accounting. James also touches on implementing the Entrepreneurial Operating System (EOS) for efficient operations and how it enhances productivity and accountability.
James emphasizes the significant role of a positive organizational culture, underscoring its value in talent retention and business success. Overall, the episode provides valuable insights into financial methodologies, operational frameworks, and the importance of fostering a strong culture in accounting practices.
Websites:
ourteamaccounting.com
LinkedIn:
https://www.linkedin.com/in/jamesmasotti/
Instagram:
https://www.instagram.com/james_masotti/
Twitter:
https://twitter.com/JamesMasotti
Corporate Partner:
Geraldine Carter: How CPAs Can Get Down to 40 Hours
Billie Anne Grigg: Insider Access Look on Profit First Professionals
Inna Korenzvit: Running a Successful Accounting Firm as a Family Business
Tim Thompson: Tax Transformation: Turning Junk into Treasure
Lori Hardtke: Knowing What You Don't Want
Harley Liechty: Distinguishing Yourself in the Business
Kathy Dise: Budgeting Strategies
10 Years of Profit First: A Special GMAP Anniversary Episode
Maddie Craig: Building the Brand of YOU
Jonathan Bello: How to Build Strong Accounting and Bookkeeping Teams
April Stroink: A Coaching Journey of Resilience and Success
Sarah Webb: Working with Licensed Professionals
Andrew Berg: Journey to Modern Accounting Firm
Elaine Pofeldt: Building a Million-Dollar, One-Person Business
Deanna Zubrickas: Relay's New Partner Program
Sue Fulmer: How My Experience at PFP Sets It Apart from My Previous Workplace
Hope Blankenship: Small Business Growth and Entrepreneurial Story
Stacey Seguin: Redefining Rules in Life
Dan Richards: PracticeWIN
Stacy Herman Lang: Acquiring a Book of Business
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