IAM1769 – Tax and Finance Professional Helps Clients Streamline Their Financial Processes

Why it was selected for “CBNation Architects”:

In this episode of the I AM CEO podcast, host Gresham Harkless interviews Chris Hervochon, the owner of SOAR (Strategic Operational Accounting Resources), a CPA firm that provides outsourced accounting and tax preparation for businesses and individuals. Chris has over 10 years of experience in forensic accounting and corporate accounting and finance, and he shares his insights on how businesses can streamline their financial processes to save time and increase efficiency.

Throughout the interview, Chris emphasizes the importance of having a clear understanding of your financials and using technology to automate and simplify your financial processes. He also discusses the benefits of outsourcing accounting and tax preparation to professionals, as well as the challenges of entrepreneurship and the importance of seeking help when needed.

Chris shares his CEO hacks and nuggets, which include reading a lot and getting help for areas where you lack expertise. He defines being a CEO as driving a business forward and executing your vision.

Overall, the episode provides valuable insights into the importance of financial management for businesses and the benefits of outsourcing to professionals. Chris' experience and expertise in the field make this episode a must-listen for anyone interested in improving their financial processes.

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Transcription:

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Chris Hervochon Teaser 00:00

Efficiency and automation are important because one, it creates a more consistent product, and two, it turns around the data faster. So, really we're at the point now where you shouldn't have to wait a month or two to get your financial results from the prior month. We should be able to turn that data around in a matter of days, not months.

Intro 00:17

Do you want to learn effective ways to build relationships, generate sales, and grow your business from successful entrepreneurs, startups, and CEOs, without listening to a long, long, long interview?

If so, you've come to the right place. Gresham Harkless values your time and is ready to share with you precisely the information you're in search of.

This is the I AM CEO podcast.

Gresham Harkless 00:41

Hello, hello, hello, this is Gresh from the I am CEO podcast and I appreciate you listening to this episode. If you've been listening this year, you know that we hit 1600 episodes at the beginning of this year. We're doing something a little bit different where we're repurposing our favorite episodes around certain categories, topics, or as I like to call them, business pillars that we think are going to be extremely impactful for CEOs, entrepreneurs, and business owners. Or what I like to call the CB nation architects, those that are looking to level up their organizations.

This month we are focusing on knowing thy numbers. I could hear the phrases from Mr. Wonderful on Shark Tank, and if you understand or don't understand exactly what numbers is, think finance, economics, accounting, capital, investment, funding, bootstrapping, anything that's around numbers. So, we have to understand how important it is to know your numbers and how important that is for you to forecast, make decisions, and to be able to truly strategize around your business and do that successfully.

Things are gonna be a little bit different obviously, this month. So look for CEO hacks and CEO nuggets and interviews that focus around this. But more than everything else, make sure that you know your numbers because they're extremely important to the life of your business.

Hello, hello, hello, this is Gresh from the I AM CEO podcast and I have a very special guest on the show today. I have Chris Hervochon of SOAR Strategic Operational Accounting Resources. Chris is awesome to have you on the show.

Chris Hervochon 02:09

Hey, thanks so much for having me. Looking forward to it.

Gresham Harkless 02:11

Yeah, I'm looking forward to it as well. What I wanted to do before we got started is read a little bit more about Chris, so you can hear about all the awesome things that he's doing.

Chris is the owner of SOAR Strategic Operational Accounting Resources, which is a sole proprietor CPA firm started in 2018. SOAR provides outsourced accounting and tax preparation for businesses and individuals. Prior to forming SOAR, Chris spent prior 10 years between forensic accounting and corporate accounting and finance. Most recently as a finance director for a large healthcare organization.

Chris is highly evolved in the accounting profession, volunteering with the American Institute of Certified Public Accountants in South Carolina's Association of CPAs, and is also a 2018 graduate of the Certified Public Accounting Leadership Academy.

Chris, are you ready to speak to the I AM CEO community?

Chris Hervochon 02:57

Yeah, let's do it.