Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

218 Offering Fractional CFO Services, Implementing EOS, and CMA vs CPA (feat. Lukas Sundahl, CMA)

47:52
 
Share
 

Manage episode 431093242 series 3280285
Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode 218

FACULTY: Lukas Sundahl, CMA

CLASS: #Shoperations

In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand.

📣 Shout Outs:

Backbone CFO, Michael King, The CFO Accelerator, QBO, Business Central, Microsoft, Gary Vaynerchuk, Dan Martell, Gino Wickman

📚 Book Recommendations 📚

Crushing It by Gary Vaynerchuk

Buy Back Your Time by Dan Martell

Traction by Gino Wickman

⬇️Episodes Referenced⬇️

Episode 170 - Accelerating Impact by Thinking Differently (feat. Michael King, CFO)

https://open.spotify.com/episode/55ejcvgcbi21ZzgD1ID6jx?si=5HkgamdcQSmhAb6l8sTZ_Q

Chapters:

0:00 Teaser

02:20 Lucas Sundahl's Journey

03:05 Transition to Accounting

04:36 Career Progression in Accounting

06:01 Choosing the CMA Over the CPA

09:10 Starting Accounting Couture

10:51 Building a Brand on TikTok

16:49 Networking and Opportunities

18:05 Offering CFO Services

23:24 Joining a Fractional CFO Firm

25:24 Introduction to Backbone CFO

25:35 The Role of a Fractional CFO

27:13 Systematizing with EOS

28:22 Building Backbone's Offerings with EOS

29:50 Team Structure and Growth

30:54 Focusing on High-Value Work

38:53 Promoting Accounting Couture

43:09 Buy Back Your Time

45:46 Parting Advice and Mentorship

🔗 Connect With Us On LinkedIn! 🔗

Lukas Sundahl

📎 https://www.linkedin.com/in/lukasnsundahl/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags:

#Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #FractionalCFO #AccountingServices #CMAvsCPA #EOSImplementation #LukasSundahl #AccountingCareer #TikTokMarketing #CPAExam #CMAExam #CFOServices #BusinessStrategy #ERPSystems #AccountingCouture #AccountingCreativity #ManagementAccounting #FinanceDegree #EntrepreneurialOperatingSystem #StrategicPlanning #ManufacturingAccounting #FinancialForecasting

  continue reading

316 episodes

Artwork
iconShare
 
Manage episode 431093242 series 3280285
Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode 218

FACULTY: Lukas Sundahl, CMA

CLASS: #Shoperations

In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand.

📣 Shout Outs:

Backbone CFO, Michael King, The CFO Accelerator, QBO, Business Central, Microsoft, Gary Vaynerchuk, Dan Martell, Gino Wickman

📚 Book Recommendations 📚

Crushing It by Gary Vaynerchuk

Buy Back Your Time by Dan Martell

Traction by Gino Wickman

⬇️Episodes Referenced⬇️

Episode 170 - Accelerating Impact by Thinking Differently (feat. Michael King, CFO)

https://open.spotify.com/episode/55ejcvgcbi21ZzgD1ID6jx?si=5HkgamdcQSmhAb6l8sTZ_Q

Chapters:

0:00 Teaser

02:20 Lucas Sundahl's Journey

03:05 Transition to Accounting

04:36 Career Progression in Accounting

06:01 Choosing the CMA Over the CPA

09:10 Starting Accounting Couture

10:51 Building a Brand on TikTok

16:49 Networking and Opportunities

18:05 Offering CFO Services

23:24 Joining a Fractional CFO Firm

25:24 Introduction to Backbone CFO

25:35 The Role of a Fractional CFO

27:13 Systematizing with EOS

28:22 Building Backbone's Offerings with EOS

29:50 Team Structure and Growth

30:54 Focusing on High-Value Work

38:53 Promoting Accounting Couture

43:09 Buy Back Your Time

45:46 Parting Advice and Mentorship

🔗 Connect With Us On LinkedIn! 🔗

Lukas Sundahl

📎 https://www.linkedin.com/in/lukasnsundahl/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags:

#Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #FractionalCFO #AccountingServices #CMAvsCPA #EOSImplementation #LukasSundahl #AccountingCareer #TikTokMarketing #CPAExam #CMAExam #CFOServices #BusinessStrategy #ERPSystems #AccountingCouture #AccountingCreativity #ManagementAccounting #FinanceDegree #EntrepreneurialOperatingSystem #StrategicPlanning #ManufacturingAccounting #FinancialForecasting

  continue reading

316 episodes

Minden epizĂłd

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play