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218 Offering Fractional CFO Services, Implementing EOS, and CMA vs CPA (feat. Lukas Sundahl, CMA)

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Manage episode 431093242 series 3280285
内容由Accounting High提供。所有播客内容(包括剧集、图形和播客描述)均由 Accounting High 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Episode 218

FACULTY: Lukas Sundahl, CMA

CLASS: #Shoperations

In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand.

📣 Shout Outs:

Backbone CFO, Michael King, The CFO Accelerator, QBO, Business Central, Microsoft, Gary Vaynerchuk, Dan Martell, Gino Wickman

📚 Book Recommendations 📚

Crushing It by Gary Vaynerchuk

Buy Back Your Time by Dan Martell

Traction by Gino Wickman

⬇️Episodes Referenced⬇️

Episode 170 - Accelerating Impact by Thinking Differently (feat. Michael King, CFO)

https://open.spotify.com/episode/55ejcvgcbi21ZzgD1ID6jx?si=5HkgamdcQSmhAb6l8sTZ_Q

Chapters:

0:00 Teaser

02:20 Lucas Sundahl's Journey

03:05 Transition to Accounting

04:36 Career Progression in Accounting

06:01 Choosing the CMA Over the CPA

09:10 Starting Accounting Couture

10:51 Building a Brand on TikTok

16:49 Networking and Opportunities

18:05 Offering CFO Services

23:24 Joining a Fractional CFO Firm

25:24 Introduction to Backbone CFO

25:35 The Role of a Fractional CFO

27:13 Systematizing with EOS

28:22 Building Backbone's Offerings with EOS

29:50 Team Structure and Growth

30:54 Focusing on High-Value Work

38:53 Promoting Accounting Couture

43:09 Buy Back Your Time

45:46 Parting Advice and Mentorship

🔗 Connect With Us On LinkedIn! 🔗

Lukas Sundahl

📎 https://www.linkedin.com/in/lukasnsundahl/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags:

#Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #FractionalCFO #AccountingServices #CMAvsCPA #EOSImplementation #LukasSundahl #AccountingCareer #TikTokMarketing #CPAExam #CMAExam #CFOServices #BusinessStrategy #ERPSystems #AccountingCouture #AccountingCreativity #ManagementAccounting #FinanceDegree #EntrepreneurialOperatingSystem #StrategicPlanning #ManufacturingAccounting #FinancialForecasting

  continue reading

307集单集

Artwork
icon分享
 
Manage episode 431093242 series 3280285
内容由Accounting High提供。所有播客内容(包括剧集、图形和播客描述)均由 Accounting High 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Episode 218

FACULTY: Lukas Sundahl, CMA

CLASS: #Shoperations

In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand.

📣 Shout Outs:

Backbone CFO, Michael King, The CFO Accelerator, QBO, Business Central, Microsoft, Gary Vaynerchuk, Dan Martell, Gino Wickman

📚 Book Recommendations 📚

Crushing It by Gary Vaynerchuk

Buy Back Your Time by Dan Martell

Traction by Gino Wickman

⬇️Episodes Referenced⬇️

Episode 170 - Accelerating Impact by Thinking Differently (feat. Michael King, CFO)

https://open.spotify.com/episode/55ejcvgcbi21ZzgD1ID6jx?si=5HkgamdcQSmhAb6l8sTZ_Q

Chapters:

0:00 Teaser

02:20 Lucas Sundahl's Journey

03:05 Transition to Accounting

04:36 Career Progression in Accounting

06:01 Choosing the CMA Over the CPA

09:10 Starting Accounting Couture

10:51 Building a Brand on TikTok

16:49 Networking and Opportunities

18:05 Offering CFO Services

23:24 Joining a Fractional CFO Firm

25:24 Introduction to Backbone CFO

25:35 The Role of a Fractional CFO

27:13 Systematizing with EOS

28:22 Building Backbone's Offerings with EOS

29:50 Team Structure and Growth

30:54 Focusing on High-Value Work

38:53 Promoting Accounting Couture

43:09 Buy Back Your Time

45:46 Parting Advice and Mentorship

🔗 Connect With Us On LinkedIn! 🔗

Lukas Sundahl

📎 https://www.linkedin.com/in/lukasnsundahl/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags:

#Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #FractionalCFO #AccountingServices #CMAvsCPA #EOSImplementation #LukasSundahl #AccountingCareer #TikTokMarketing #CPAExam #CMAExam #CFOServices #BusinessStrategy #ERPSystems #AccountingCouture #AccountingCreativity #ManagementAccounting #FinanceDegree #EntrepreneurialOperatingSystem #StrategicPlanning #ManufacturingAccounting #FinancialForecasting

  continue reading

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