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Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast
Manage episode 466329113 series 1094011
Content provided by Woodard Events. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Woodard Events or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On this episode, Joe speaks with Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance efficiency, improve client relationships, and establish a sustainable, high-performing practice.
Resources:
- It’s NOT Just the Numbers via CPA Trendlines
- CFO Services: A Practical How-To Guide for Accountants by Penny Breslin, Paula White, Damien Greathead
Connect with our guests:
Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy.
Learn more about the show and our sponsors at Woodard.com/podcast
100 episodes
Episode 109 - Mastering the Back Office: The BOSS Model for CAS Practices - The Woodard Report Podcast
The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
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Manage episode 466329113 series 1094011
Content provided by Woodard Events. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Woodard Events or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On this episode, Joe speaks with Penny Breslin and Damien Greathead about their innovative BOSS (Back Office Support) model, designed to help Client Accounting Services (CAS) practices streamline operations and scale effectively. They discuss key insights from their book, including defining a clear business focus, building the right team, selecting ideal clients, leveraging technology, and refining pricing and communication strategies. By implementing these structured steps, firms can enhance efficiency, improve client relationships, and establish a sustainable, high-performing practice.
Resources:
- It’s NOT Just the Numbers via CPA Trendlines
- CFO Services: A Practical How-To Guide for Accountants by Penny Breslin, Paula White, Damien Greathead
Connect with our guests:
Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work. Designed for businesses of all sizes, built by a company that values your privacy.
Learn more about the show and our sponsors at Woodard.com/podcast
100 episodes
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Similar to The Woodard Report Podcast: Featuring Heather Satterley and Joe Woodard
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Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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