Josh Bauerle, an Ohio CPA that serves many clients including podcaster John Lee Dumas of Entrepreneur On Fire, joined us for this week’s episode of Life In Accounting: The Where Accountants Go podcast.
“CPA on Fire”
Josh started his career by trying several different roles – cost accounting, financial advising, and public accounting – before deciding that developing his own practice was the ideal fit for him. He came from an entrepreneurial family, so although he and his wife had just become the parents of twin boys (!), the risk didn’t thwart his determination. He talks a little about the early years, but it was when he started working with John Dumas of Entrepreneur On Fire that his technology clientele seems to have started to grow exponentially. As of the timing of this interview, almost all of his clients have some type of online business – with many being in the e-commerce sales industry.
All Remote!
One of the more interesting parts of this interview is when Josh gets to talking about the make-up of his current clientele. Due to the nature of how his practice has grown, he doesn’t actually serve any local clients. All of his clients live in other cities. Therefore, the majority of their interaction is online via portals or Skype. In fact, even his contracted help is all remote. He has three team members that assist him with servicing his clients, all three of which work remotely.
Positioning & branding
One of the leading reasons we wanted to interview Josh was for his leading edge view of positioning and branding. Josh has built a unique practice focused on serving clients in a specific industry, and in a specific way. It can be difficult for many entrepreneurial CPAs to differentiate themselves in the market, so I think you will find this discussion with Josh very enlightening.
Make sure you listen closely – you may even want to take notes. Although Josh says he isn’t particularly tech-savvy, he does list a few tools he uses as well as processes that work well for him in this remote-based practice.
I hope you enjoy! See you next week. There’s more to come…
Mark Goldman CPA
President – Where Accountants Go
www.WhereAccountantsGo.com
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