• Beyond EOS: Tailoring Systems for Accounting Success

  • 2024/09/23
  • 再生時間: 53 分
  • ポッドキャスト

Beyond EOS: Tailoring Systems for Accounting Success

  • サマリー

  • This episode explores the intersection of popular business operating systems like EOS (Entrepreneurial Operating System) and tailored solutions for accounting firms. Christine Nietzke, ODCP shares insights on the benefits and limitations of EOS implementation, while introducing the GRIP (Goal Ready Implementation Plan) approach developed by Collective by DBA. The conversation highlights the value of having a comprehensive blueprint for firm success, emphasizing the role of discipline, organization, and team effort in achieving business goals.

    Introducing Collective by DBA
    https://collective.cpa
    https://www.linkedin.com/company/collectivebydba

    For more information about GRIP, visit: https://collective.cpa/grip

    Learn More About Dillon Business Advisors
    https://www.dillonadvisors.com
    https://www.linkedin.com/company/dillonbusinessadvisors

    Sign up to get free CPE for listening to this podcast
    https://earmarkcpe.com

    Download the Earmark CPE App
    Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

    Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

    • (00:00) - Welcome to Who's Really The BOSS?
    • (01:01) - Christine's Career Journey
    • (04:24) - Christine's Role and Contributions
    • (07:07) - Best Advice Ever Given
    • (08:28) - Deep Dive into EOS
    • (14:33) - Becoming an EOS Implementer
    • (20:17) - Challenges and Client Stories
    • (25:40) - The Importance of Structured Meetings
    • (27:45) - Maximizing Existing Tools for Efficiency
    • (33:13) - Introducing GRIP: A Blueprint for Success
    • (38:50) - Team Collaboration and Accountability
    • (49:36) - The Role of Discipline and Organization
    • (51:58) - Conclusion and Final Thoughts
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あらすじ・解説

This episode explores the intersection of popular business operating systems like EOS (Entrepreneurial Operating System) and tailored solutions for accounting firms. Christine Nietzke, ODCP shares insights on the benefits and limitations of EOS implementation, while introducing the GRIP (Goal Ready Implementation Plan) approach developed by Collective by DBA. The conversation highlights the value of having a comprehensive blueprint for firm success, emphasizing the role of discipline, organization, and team effort in achieving business goals.

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

For more information about GRIP, visit: https://collective.cpa/grip

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

  • (00:00) - Welcome to Who's Really The BOSS?
  • (01:01) - Christine's Career Journey
  • (04:24) - Christine's Role and Contributions
  • (07:07) - Best Advice Ever Given
  • (08:28) - Deep Dive into EOS
  • (14:33) - Becoming an EOS Implementer
  • (20:17) - Challenges and Client Stories
  • (25:40) - The Importance of Structured Meetings
  • (27:45) - Maximizing Existing Tools for Efficiency
  • (33:13) - Introducing GRIP: A Blueprint for Success
  • (38:50) - Team Collaboration and Accountability
  • (49:36) - The Role of Discipline and Organization
  • (51:58) - Conclusion and Final Thoughts

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