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Alex Ostrov | Nomad CPA | LinkedIn | X (Twitter)

Resources Mentioned:

Aligned Accountants

HoldCo Conference

Alex Ostrov shares his journey from working in a traditional accounting firm to starting his own firm, Nomad CPA, while living a nomadic lifestyle. He discusses the challenges and rewards of remote work, building a global team, and the importance of work-life balance.

Chapters

00:00 Transition from Traditional Accounting to Nomad CPA

09:42 Client Base and Global Presence

18:36 Managing a Global Team and Time Zone Challenges

25:12 Professional Satisfaction and Growth

31:29 Advice for Aspiring Fractional CFOs and Controllers

Content ID Code: CKKC2DILY76LPKKU

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Katie Rau | Blessed Books LLC | LinkedIn | Facebook

Resources Mentioned:

Upwork

QuickBooks Online Accountant

The conversation covers the journey of starting a solo accounting practice, client acquisition through Upwork, work-life balance, long-term vision, and advice for aspiring entrepreneurs. Katie Rau shares insights into her experience and offers valuable advice for those considering a similar path in the accounting industry.

Chapters

00:00 Introduction and Personal Update

11:19 Client Acquisition through Upwork

18:38 Work-Life Balance and Future Plans

26:22 Long-Term Vision and Business Growth

33:09 Advice for Aspiring Entrepreneurs

Content ID Code: CKKC2DILY76LPKKU

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Steve Nay | Daybreak Tax | LinkedIn

Resources Mentioned:

Business Strategies for CPAs podcast by Geraldine Carter

EA Journal

National Association of Enrolled Agents

Tax in Action podcast by Jeremy Wells

All the Money in the World by Laura Vanderkam

The conversation with Steve Nay covers his journey from a non-accounting background to starting a tax practice while working full-time. It explores the challenges and decisions involved in this transition, from becoming an enrolled agent to choosing tax software and managing the workload. The conversation covers the experience of balancing a side business with a full-time job, the growth and revenue of the business, client relationships, marketing, and the challenges of being a sole practitioner. It also provides advice for aspiring accountants coming from a different industry.

Chapters

00:00 Meet Steve

11:26 Choosing Tax Software and First Clients

17:01 Experience and Expertise

23:30 Client Relationships and Marketing

28:47 Challenges of a Sole Practitioner

Content ID Code: CKKC2DILY76LPKKU