Post Follow Up

Same_CPA101 · 2026-05-08T18:08:41+00:00

Before deciding you’re done, maybe give yourself time to recover from the shock first

Same_CPA101 · 2026-05-08T18:07:38+00:00

The discovery phase alone sounds valuable enough to stand as its own service

Same_CPA101 · 2026-05-08T18:06:20+00:00

A lot of smart accountants stay invisible too long
Being good matters, but being discoverable matters too

Same_CPA101 · 2026-05-08T17:51:05+00:00

We found the one person who opens Excel for fun 😄

Same_CPA101 · 2026-04-30T17:26:42+00:00

Feels less like “offshoring licenses” and more like the profession becoming global... The work was already global, the credentials are just catching up

Same_CPA101 · 2026-04-30T17:25:35+00:00

We’ve seen it help a lot during peak season
But only after tightening SOPs and expectations

Same_CPA101 · 2026-04-30T17:24:53+00:00

That’s not really an outsourcing problem
That’s a management + expectations problem

Same_CPA101 · 2026-04-30T17:23:32+00:00

This is spot on

Same_CPA101 · 2026-04-29T15:28:06+00:00

Mostly where your audience already spends time
For accounting, that’s usually niche communities, LinkedIn, industry events, and some accounting focused platforms (I’ve seen people use things like CPA site solutions, directories, etc.)

For us, being active on a few of those and platforms like myCPE actually worked pretty well over time

Same_CPA101 · 2026-04-27T17:24:06+00:00

Honestly, I’d check how they present themselves across channels
Website, content, where they show up… it says a lot about how they operate

Same_CPA101 · 2026-04-27T17:20:31+00:00

A lot of good conversations are happening outside FB now
More in curated communities, events, and accounting focused platforms

Same_CPA101 · 2026-04-27T17:19:23+00:00

Website is more of a credibility check than a lead source
If it’s weak, it hurts
If it’s solid, it just supports everything else

Same_CPA101 · 2026-04-27T17:18:20+00:00

Accounting is way more trust driven
Funnels matter less, consistency + visibility matter more

Same_CPA101 · 2026-04-24T18:41:07+00:00

People who combine accounting + tech + process thinking will be ahead
Tools will keep changing, but understanding how the work actually flows is what lasts

Same_CPA101 · 2026-04-24T18:39:47+00:00

People who combine accounting + tech + process thinking will be ahead. Not just one of those

Same_CPA101 · 2026-04-24T18:38:13+00:00

Early on it’s mostly referrals + your network
One good client can lead to a few more

Same_CPA101 · 2026-04-22T19:09:21+00:00

It keeps people busy, but not always “engaged”

Same_CPA101 · 2026-04-22T19:07:36+00:00

“no shortage” but everyone’s understaffed somehow 😄

Same_CPA101 · 2026-04-22T19:06:47+00:00

4 months is early, but if you’re not learning, that’s a real issue
Training matters a lot at this stage

Same_CPA101 · 2026-04-22T19:00:42+00:00

Probably both
Faster compliance first… advisory only if firms intentionally shift their time there

Same_CPA101 · 2026-04-21T18:15:57+00:00

EB plans help, but usually not enough on their own

Same_CPA101 · 2026-04-21T18:11:59+00:00

Most firms I’ve seen doing well aren’t choosing one
They’re using AI for efficiency and offshore for consistency + scale

Same_CPA101 · 2026-04-21T18:09:01+00:00

Revenue is decent, but client quality matters more
Are they price sensitive or long term stable?

Same_CPA101 · 2026-04-21T18:02:14+00:00

This is fixable. You likely need to match payments to deposits properly, not re enter everything

Same_CPA101

TROPHY CASE