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Accounting at Scale
Manage episode 464986550 series 3605065
In the latest episode of "Through the Door," Megan sits down with Matt Bontrager, CPA and Managing Partner of TrueBooks. Matt launched his accounting and tax services business in January 2020, right before the pandemic hit. Despite the challenges, his firm thrived thanks to their virtual setup, increased demand for financial services, strong online presence, and range of educational products. Tune in to hear Matt share insights on navigating rapid growth, the benefits of a flexible workplace, and the importance of team dynamics.
All price references and market forecasts correspond to the date of this recording. This podcast should not be copied, distributed, published or reproduced in whole or in part. The information contained in this podcast does not constitute research, recommendations, representations or warranties as to the accuracy or completeness of the statements of any information contained in this podcast and any liability from Zions Bancorporation, N.A or its divisions (including direct, indirect, or consequential loss or damage) is expressly disclaimed. The views expressed in this podcast may not be those of Zions Bancorporation, N.A. or any of its divisions. Zions Bancorporation, N.A. is not providing any financial, economic, legal, accounting or tax advice or recommendations in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of advice, investment or otherwise, by Zions Bancorporation, N.A. to that listener, nor to constitute such person a client of Zions Bancorporation, N.A. Copyright reserved by Zions Bancorporation, N.A. Nevada State Bank is a division of Zions Bancorporation, N.A. Member FDIC
Chapters
1. Accounting at Scale (00:00:00)
2. Welcome Matt Bontrager (00:00:06)
3. A Nevada-Grown Entrepreneur (00:01:00)
4. Starting an Accounting Business During the Pandemic (00:04:16)
5. Troubleshooting the Paycheck Protection Program (PPP) for Clients (00:05:41)
6. Small Business Financial Literacy (00:09:05)
7. Transitioning From a W2 CPA to Small Business Owner (00:10:32)
8. Managing Rapid Growth in Your Business (00:12:43)
9. Working With Customers To Create Better Experiences (00:14:37)
10. Is there a CPA Shortage? (00:16:26)
11. Tax Strategy at Scale (00:17:37)
12. Delivering on Value to Ensure Recurring Revenue (00:19:50)
13. The Importance of Understanding Your Own Business Financials (00:20:25)
14. Social Media & Accounting Advice (00:24:33)
15. Not Everything is "One Size Fits All" (00:27:35)
16. Building a Company Culture in a Remote World (00:29:18)
17. Optimizing Channels of Communication (00:33:15)
18. Getting Ahead of Customer Concerns (00:36:42)
19. Managing the Seasonally Aspect of Business (00:38:12)
20. How Many Businesses Ask for a Tax Filing Extension? (00:40:45)
21. The Power of Being Prepared (00:42:10)
22. Evolving From Gear Turner to Visionary (00:44:54)
23. Letting Go of Tasks to Focus on Growth (00:48:41)
24. Communicating with Different Personality Types (00:49:48)
25. Closing (00:55:12)
9 episodes
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