Lessons learned in 10 years of scaling an accounting business

This is a presentation I gave to a CO CPA group on how I scaled Finance Pals to provide bookkeeping, tax and cfo work. Here is the main agenda –

1. How I built out a team of about 20 people and the key to revenue growth
2. Lessens Learned – Some good things as well as mistakes I made.
3. Some cool automation to automate Journal Entries
4. How to be happier based on a presentation I did a few years ago.