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:
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
Val Duvick: Bringing Profit to the Creative Space
Melissa Lynn Miranda, CPA: 2023 Top 50 Woodard Accounting Firm
Nicole Bendig-Lamb: Baking Your Way To The Top: How to Start & Grow Your Own Home-Based Baking Business
John Drawdy & Kristen Griffin: Profit First in a Larger Business
Judie McCarthy: Process Documentation and Workflow Development For Your Practice
Lori Mercaldi: Transitioning From Compliance to Profit First Consulting
Lou Clarke: The Energetics of Money
Cheri D. Andrews, Esq: Legal Aspects of Running a Business Properly
David Cristello: Recurring Client Management (RCM) System for Accounting Firm Owners
Donna Leyens: Business Growth Coaching
Chris Burns: Why Choosing the Right Cybersecurity Partner Is Your Biggest Business Decision for 2024
John Briggs: 3.3 Rule
Alison Lukin: Officially Social Content Calendars
Laurence Whittam: Optimizing Outsourcing/Offshoring
Fady Hawatmeh: Use of AI in Accounting and Finance
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