Episode 105 | Recorded July 11, 2022

Scott Scarano and Jason Ackerman, CPA, CFP®, CGMA spend time with Chet Buchman, CPA, CVA, CEPA, CGMA, CNC, who shares his experiences on maintaining work-life balance while running a successful accounting firm. They discuss forming client relationships, KPIs, and utilizing data for better employee performance. Chet also talks about nontraditional hiring practices, being a role model, and fixing busy season. They wrap up with book recommendations and Chet's advice for other CPA firm owners.

• Getting into Accounting
• The firm in the past
• The Cerebral CPA
• Changes in the firm for work-life balance and systems theory
• Forming relationships with clients
• Timesheets
• How the changes have been made
• Tracking data and using it to help employees
• Chet’s management style
• KPIs and how people re-utilize extra time
• Tracking things that aren’t time
• CBDs (Career Best Days)
• Chet and Scott’s Atomic Habits
• The higher and lower performers
• Family
• The best thing about the firm
• Working from home during COVID and hybrid
• Going paperless or not
• Data analysts, Tableau
• New things in the future of the firm
• Nontraditional hires and hiring practice
• Accounting in High School
• Being a role model
• Helping others and giving time and space
• Work-life balance, integration, etc
• Fixing busy season
• To work or not to work
• Golf
• Advice for other CPA firm owners
• Wrapping up
• Book recommendations

All the Shoutouts:

Ron Baker, James Clear, SafeSend, Tableau, Zapier, Patrick Lencioni, Cal Newport, Jay Shetty, Ryan Holiday, Chuck Klosterman, Darren Hardy

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