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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message