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196 Attracting Advisory Clients that Pay $5,000/mo! (feat. Paul Seaton, CPA)
Manage episode 402805539 series 3280285
EPISODE 196
FACULTY: Paul Seaton, CPA a.k.a. Rev. Swaggy P
CLASS: #SocialStudies
In this engaging podcast episode, Scott dives into a conversation with Rev. Swaggy P, also known as Paul Seaton, CPA, and the Founder of Agency CFO. The episode unfolds the intriguing journey of Rev. Swaggy P, from his role as an almost Catholic Priest to becoming a Cloud CPA and CFO.
Shout Outs:
Marcel Petitpas, Parakeeto, Ron Baker, Jody Grunden, Summit CPA Group, Brian Soloentrop, @SoleyBusiness, Jason Staats, Roman Villard
Chapters:
00:09:01 Introducing Rev. Swaggy P
00:11:12 From REV to CPA
00:15:05 Becoming a Cloud CPA
00:18:45 Working at Summit CPA Group
00:22:13 The Summit CPA Group Client Meeting Structure
00:28:13 Leaving Summit to Build a Firm
00:31:27 Paul Going Viral on Tax Twitter
00:40:36 Early Years of the Firm
00:42:41 Marketing and Hiring Intentionally
00:51:43 Lessons Learned from Too Many Meetings
00:56:12 Swaggy P
00:59:02 Bridging the Gap Between CFO and Tax Accountants
Tags:
marketing, social media, Twitter, LinkedIn, branding, niche, vertical, pricing, value, positioning, hiring, team building, leadership, delegation, systems, processes, consulting, advisory, profitability, growth
298 odcinków
Manage episode 402805539 series 3280285
EPISODE 196
FACULTY: Paul Seaton, CPA a.k.a. Rev. Swaggy P
CLASS: #SocialStudies
In this engaging podcast episode, Scott dives into a conversation with Rev. Swaggy P, also known as Paul Seaton, CPA, and the Founder of Agency CFO. The episode unfolds the intriguing journey of Rev. Swaggy P, from his role as an almost Catholic Priest to becoming a Cloud CPA and CFO.
Shout Outs:
Marcel Petitpas, Parakeeto, Ron Baker, Jody Grunden, Summit CPA Group, Brian Soloentrop, @SoleyBusiness, Jason Staats, Roman Villard
Chapters:
00:09:01 Introducing Rev. Swaggy P
00:11:12 From REV to CPA
00:15:05 Becoming a Cloud CPA
00:18:45 Working at Summit CPA Group
00:22:13 The Summit CPA Group Client Meeting Structure
00:28:13 Leaving Summit to Build a Firm
00:31:27 Paul Going Viral on Tax Twitter
00:40:36 Early Years of the Firm
00:42:41 Marketing and Hiring Intentionally
00:51:43 Lessons Learned from Too Many Meetings
00:56:12 Swaggy P
00:59:02 Bridging the Gap Between CFO and Tax Accountants
Tags:
marketing, social media, Twitter, LinkedIn, branding, niche, vertical, pricing, value, positioning, hiring, team building, leadership, delegation, systems, processes, consulting, advisory, profitability, growth
298 odcinków
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