Inside the Journey to Accounting Firm CEO
Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals · David Cristello
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Show Notes
I am the CEO of Peisner Johnson, a state and local tax accounting firm that's been around since 1992. I started with the firm as a staff assistant 25 years ago and has worked my way up to CEO. Currently, the firm has 25 employees and serves sellers in the United States and Canada.
Since law changes in 2018, state and local taxes have become more complicated so Peisner Johnson has really stepped up to serve their clients as best as possible. The executive team, led by me as the CEO, has implemented new strategies to grow our relationships with our clients. "What's Next" calls and value-based pricing are just two of the ways we've improved our customer (and employee) experience.
Throughout my career, I learned that growing in your positions means being good at managing your work and managing people, you have to be good at both.