Occupation: Managing Partner at Accountfully
Last Thing You Read: The Mandibles
Website: Twitter (don't go to websites directly anymore)
Tell us about your journey? My journey started in corporate America at a Big Four accounting firm in Chicago. While I met a lot of great people and learned a bunch, I grew tired of the grind and after four years, got honest with myself—I hated my job and needed a change. So I made one. I moved to Charlotte, NC and got involved with a family wine enterprise that let me explore the world of small business. I really dug it and was encouraged to go out on my own and create a business that would be meaningful to other small business owners. My wife Meredith (also my business partner) and I moved to Charleston and opened Accountfully. We’re an outsourced accounting firm that lets small business owners and entrepreneurs have access to a CFO way before they could ever want or need one in-house. Today we’re working with super creative and cool clients from across the country.
And we’ve had a good bit of success so we’re in the process of opening up a second office in Nashville. It’s exciting and we’re ready for all the opportunities and challenges this will present. But it’s part of the journey and we know they’ll make our entire organization better.
What what's your favorite part of your day? I've always been a morning person. There’s nothing I look forward to more than sipping coffee with my wife, taking the dog for a walk, and planning out the day. However… we recently had twins so my mornings look (and feel) a little different these days. Waking up early is a little less “fun” due to the lack of sleep, but seeing the kids’ faces when they arise makes up for it.
When do you feel most successful? I think this depends on the day and the situation. Since I have my hand in every area of the business, all of the following moments feel like a huge wins: hitting tangible business goals like revenue, signing a new client, seeing my team fulfilled while kicking ass at their job, helping clients succeed at their own goals, making connections with complete strangers across the nation as a result of referrals, having a beer on my porch with my wife / business partner, or just sitting back and reflecting on the brand we've created at Accountfully.
What do you do to recharge when you’re feeling drained? Now that I have kids, it is much easier for my mind to wander away from work, which is ultimately a good thing. As I've gotten more experienced and have a team and infrastructure in place to support the business, I've been able to get away and unplug much more. It’s been great, and it’s something we tell our clients to do so I guess you could say I’m taking my own advice.
It’s also made me realize that I’m most valuable to Accountfully when I’m able to focus on the high level including things like business development and strategic partneships. Getting away and re-charging allows me to be 'better' at these things.
What do you know today that you wish you would have known when you first got started as an entrepreneur? Good people are worth the investment! Meredith and I tried to do as much as we could as long as we could by ourselves, and then with a skeleton crew. But we’ve been successful because we’ve built a solid team that we trust and respect. It’s a learning curve and one I wish I knew when we started.
How do you optimize your day? I use Asana for task management as well as scheduling key recurring meetings with internal team members. It rules.
Who is the person/people who allowed you to imagine more? I would have to say that there are a few different people who have helped me in different ways, but most definitely, my cousin Rob. He’s an entrepreneur and helped me feel confident enough to quit my corporate 9-5 and go out on my own.
What does imagining more mean to you and your story? On a personal level, I’ve been able to create my own story and not be directed or controlled by others. But even more than that is the fact that we’ve created a workplace alternative for other like-minded accountants who were looking for to get out of the corporate world. At the end of each day I’m able to say with confidence that I love my job and I love what my wife and I have created to help other entrepreneurs. It feels good to say that while also being able to support my little family.
If you could do more of one thing every day what would it be? Hang out with my little twins, Smith and Crosbi.
Favorite social media platform? Twitter