Shawn Gubler of Kinexus CPAs shares how he transformed his approach to firm ownership by taking vacations during tax season, building meaningful partnerships, and creating systems that allow his team to thrive without him. He discusses the challenges of growing from $1-3 million in revenue, the importance of hiring people who will challenge you, and why giving more than you take has been the foundation of his success. Shawn also opens up about the value of one-on-one advisory relationships and how stepping back as an owner has actually improved client service and team development.
Connect with Shawn
https://stgcpas.com/
https://www.linkedin.com/in/shawn-gubler-10a92b5
Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba
Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors
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- (00:00) - Introduction and Guest Welcome
- (00:57) - Shawn's Personal Background
- (04:35) - Best Advice Received
- (05:36) - Kinexus CPA Team and Firm Structure
- (08:02) - Growth and Client Services
- (22:04) - Hiring Trends and Market Shifts
- (25:07) - Current Goals and Initiatives
- (28:01) - Breaking Through Plateaus
- (35:23) - Client Relationships and Succession Planning
- (43:36) - Starting a Firm: Lessons Learned
- (50:27) - The Importance of Advisory Relationships
- (54:47) - Conclusion and Final Thoughts
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