What if you could own a thriving accounting firm without a CPA, EA, or even industry experience? Nik Watson did just that at 23 years old. After four failed startups and zero accounting background, he landed his first acquisition using a personalized pitch deck and the grit most people avoid. In this episode, Nik shares: • Why value-based pricing and 3-tier offers aren’t optional in 2025 • The exact tools and AI stack he’s using to stay lean • The mistake most buyers make th...
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What if you could own a thriving accounting firm without a CPA, EA, or even industry experience? Nik Watson did just that at 23 years old. After four failed startups and zero accounting background, he landed his first acquisition using a personalized pitch deck and the grit most people avoid. In this episode, Nik shares: • Why value-based pricing and 3-tier offers aren’t optional in 2025 • The exact tools and AI stack he’s using to stay lean • The mistake most buyers make th...
Why So Many Accountants Are Broke by December, Even the Good Ones - With Tony Proctor
CFO Chronicles: The Secrets Behind Success
37 minutes
1 month ago
Why So Many Accountants Are Broke by December, Even the Good Ones - With Tony Proctor
Why are so many firm owners flat broke in Q4, even after six-figure tax seasons? Tony Proctor’s been running a firm for 20 years, and he’s seen it all: tax pros who bleed cash every December, clients who push for fraud, and practitioners who won’t raise prices because they’re scared to lose “friend” clients. In this episode: Why Proctor fired a paying client (and what it cost him)What he really thinks about Profit First (it’s not what you expect)The cash flow trap that keeps firms broke after...
CFO Chronicles: The Secrets Behind Success
What if you could own a thriving accounting firm without a CPA, EA, or even industry experience? Nik Watson did just that at 23 years old. After four failed startups and zero accounting background, he landed his first acquisition using a personalized pitch deck and the grit most people avoid. In this episode, Nik shares: • Why value-based pricing and 3-tier offers aren’t optional in 2025 • The exact tools and AI stack he’s using to stay lean • The mistake most buyers make th...
