Stories from the practice
Conversations with firm owners about building a practice, keeping clients close, and doing careful work at scale.
Joseph Cacioppo
Owner · Cacioppo Bookkeeping
With a full-time job and four children under seven, Joseph Cacioppo gives his bookkeeping practice the two hours before 7 a.m. Beyond the hours saved, the real gift has been the mental bandwidth.
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Daniel Kaufman
Founder & Chief Advisory Officer · Atheneum CFO and Advisory Services
After 15 years as a partner, Daniel Kaufman went out on his own planning to ease into retirement. Today, he’s less jaded with accounting than he has been in years.
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Sammy Mattingly
Owner & Bookkeeper · Mattingly & Ott Financial Accounting
After starting out at PwC, Sammy Mattingly turned a five-week plan with his high school friend Frederick Ott into a Louisville bookkeeping firm. He says the biggest piece was just taking the leap.
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