210 $10M Firm Ascending New Heights, Implementing EOS, Offering CAS, PE Backed (feat. Steven Hoffman, CEO)

Accounting High

Episode 210

FACULTY: Steven Hoffman, CEO

CLASS: #Shoperations

In this podcast episode, Scotty interviews Steven Hoffman, CEO of OnPoint Tax Accounting, They discuss leveraging an uncredentialed C-Suite and moving away from the traditional partner model. The conversation covers OnPointe's mergers and acquisitions, the role of private equity in the industry, and the structural organization of Ascend and OnPointe. Steven shares insights from his journey implementing the Entrepreneurial Operating System (EOS) and the challenges of being a CEO of multiple tax firms.

Shout Outs: Dan Gertrudes at the Growth Lab

Chapters:

00:00 Teaser

01:38 Introduction

07:19 Getting Uncredentialed C-Suite for Growth and Ditching the Partner Model

10:56 OnPointe Tax and Accounting - Merging and Acquisition

16:25 Private Equity Firms in the Industry

19:45 The Structure of Ascend and OnPointe

22:05 The EOS Journey

24:38 Being a CEO of Multiple Tax Firms

28:37 Billing by the Hour

31:29 Adding CAS

37:09 Who are the Clients

42:17 Advice to Small Firms

Connect With Us On Linkedin!

Steven Hoffman

https://www.linkedin.com/in/thinkstevethink/

Onpointe Advisors

https://www.linkedin.com/company/onpointe-tax-accounting/

https://onpointefirm.com/

Scotty OKR Scarano

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

Accounting High

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

https://www.accountinghigh.com/

Tags:

Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Private Equity, Accounting, Client Accounting Advisory Services, Firm Growth, Leadership, Operational Strategy, Professional Networking, Client-Focused Approaches