40 - Mastering the CPA Game with Mike Payne

The Concierge CPA

In this episode, I sit down with the incredible Mike, a CPA and attorney with a wealth of experience. We delve into his journey, including insights from his time in the CCA coaching program.

Want to learn about the lessons, challenges, and triumphs that have shaped Mike's career over the past year? Curious about the secrets behind successful practice management and the transition from offering three-tier service packages to client profiling? Join us for an insightful conversation that's bound to spark inspiration and growth!

Catch a glimpse of the strategies, mindset shifts, and key takeaways that can elevate your own journey as an accountant or aspiring professional. Whether you're navigating the intricacies of the industry or looking for valuable tips, this episode is packed with golden nuggets!

Ready to join the conversation? Don't miss out! Click play and soak in the wisdom shared by Mike, a seasoned CPA and attorney.

Timestamps :

[03:00]: Mention of the book "The Business Playbook."

[4:30]: Discussion on the lack of a specific playbook for the accounting profession.

[6:00]: Mention of traction and EOS (Entrepreneurial Operating System) concepts.

[8:00]: Brief discussion on the Small Firm Roadmap for law firms.

[10:30]: Comparison of pricing legal services and tax advisory services.

[12:00]: Introduction to the subscription model for tax and legal services.

[13:30]: Challenges and time taken to develop a legal subscription model.

[15:00]: Importance of real-time access for legal and tax services.

[16:30]: Integration of legal and tax services in subscriptions.

[18:00]: Utilizing a profiling approach for client categorization.

[19:30]: Moving from three-tier packaging to client profiling.

[21:00]: Defining enterprise-level clients and owner-operators.

[22:30]: Considerations and adjustments in setting service fees.

[24:00]: Advice on getting coaching for business and surrounding oneself with like-minded individuals.

[26:00]: Brief discussion on conferences and networking.

[27:00]: Importance of community and mindset in business.

[29:30]: The value of meeting people face-to-face at conferences.

[31:00]: Mention of various coaches and their impact.

[3:00]: Final thoughts on coaching, community, and mindset.

[34:00]: Closing remarks and contact information.

Book References :

The Business Playbook - https://www.thebusinessplaybook.com/.

The Small Firm Roadmap - https://lawyerist.com/book/.

Connect with Mike Payne on LinkedIn at https://www.linkedin.com/in/michaelpaynejdcpa/.

Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/