194 Finding Freedom through Processes, Technology, and Gratitude (feat. Teddy Sullivan, CPA)

Episode 194
FACULTY: Teddy Sullivan, CPA
CLASS: Shoperations
In this engaging podcast episode, Scotty welcomes back Teddy Sullivan, CPA, for a discussion spanning various topics crucial for firm growth and success. From firm acquisition to transitioning to the cloud, Teddy shares insights into fixing systems, pricing strategies, and fostering a culture of gratitude for financial freedom.
Shout Outs:
Chad Davis, Ryan Lazanis, Dave Emmerman, Xero, Chris Farrell, Liscio,
00:03:02 Introduction
00:05:43 Firm Acquisition
00:09:01 Buying Another Firm
00:12:18 Transitioning from Desktop to Cloud
00:17:47 Fixing Systems and Pricing before Automation
00:24:04 Financial Freedom
00:25:30 Freedom Through Gratitude
00:28:48 Helping the Team
00:30:21 The Inspiration to Work
00:37:51 Teddy's Growth Plans
00:39:41 The Team Structure
00:42:36 Offshore Outsourcing Discussion
00:49:21 Goals for the Firm
00:53:52 Words of Wisdom from Teddy
00:55:23 Conclusion


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