People First: Building a Kind and Flexible CPA Culture

Yoann Brugiere, a French and American CPA, embarked on a journey that led him to question the traditional methodologies of CPA firms. After years of working in various firms, he felt a common thread in the industry’s approach. This realization fueled his desire to break free from the norm and establish his own CPA firm, RBIZ, with a distinct modern approach. Yoann’s passion for redefining the CPA culture stemmed from his belief in kindness as the cornerstone of all relationships and a crucial value in the business world. His firm’s emphasis on work-life balance and leveraging technology showcases his commitment to creating a progressive work environment. Yoann’s innovative mindset and focus on embracing diversity and the importance of training have resulted in the exponential growth of Orbiss. His journey is a testament to the power of challenging the status quo and building a legacy that prioritizes people and modernity.

 

Topics covered in this Episode:

  • How to strategically leave a lasting impact on your business with a legacy that stands the test of time.
  • The challenges professionals face within big CPA firms and learn how to navigate them effectively.
  • Prioritize work-life balance and explore its crucial role in shaping a positive CPA culture for enhanced well-being.



Connect with Paul here:
Website: https://innovativewealth.com/
Instagram: https://businesslegacypodcast.com/

Connect with Yoann here:
Website: https://www.orbiss.com/home
LinkedIn: https://www.linkedin.com/in/yoannbrugiere/


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About Yoann: 

Yoann Brugiere is a French and American CPA and founding partner of Orbiss Inc. Established in 2020, Orbiss is a full-service tax and accounting firm specializing in cross-border growth. Yoann’s background in multinational accounting helped inspire Orbiss’ distinctively modern, technology-driven business model. Since its inception, Yoann has been a catalyst for the firm’s quick success and immediate expansion. Now, leveraging the firm’s positive momentum, Yoann aims to bring his forward-thinking mindset to new markets as Orbiss continues to broaden its scope and services.

 

Timestamped summary of this episode:
00:00:00 – Introduction and Background
The host introduces the podcast and the guest, Yoann Brugiere, as the managing founder of Orbiss. Yoann shares his background as a french and american CPA, highlighting his experience and frustration with the traditional CPA firm model.

00:04:00 – Gaining Confidence and Making the Leap
Yoann discusses the process of gaining the confidence to start his own firm, emphasizing the need for change and the minimal risks involved. He and his co-founder initially started with the goal of having fun, and their business model eventually led to significant growth.

00:05:59 – Vision for Orbiss and Differences
Yoann explains that Orbiss focuses on kindness and people as the core values, emphasizing work-life balance and flexibility for its team members. He also highlights the importance of modernity and technology mindset in the firm, encouraging the team to look beyond the boundaries of their profession for inspiration.

00:09:27 – The Future of Technology in Accounting
Yoann stresses the need for a forward-thinking mindset when it comes to technology in accounting firms. He discusses the challenges of implementing new technology and the importance of involving diverse perspectives within the organization to make informed decisions.

00:11:57 – Collaboration and International Tax
Yoann talks about the complexities of international tax and the importance of diversity and training within the firm to effectively manage it. He highlights the value of diverse perspectives and languages spoken within the organization, emphasizing the synergy it brings to client relationships and business operations

00:14:05 – Vision and Goal for Orbiss
Johan discusses Orbiss’s vision to become the number one destination for international businesses in the US, aiming to change the market with a team-focused approach.

00:14:36 – Legacy and Teamwork
Johan emphasizes the importance of leaving a legacy as a team, rather than for himself, with a goal to change the market and make a significant impact.

00:15:00 – Market Disruption
Orbiss’s strategy to disrupt the market with a small team of 60 people, aiming to make a big impact and change the industry.

00:15:32 – Finding a Fit with Orbiss
Johan provides information on how to connect with Orbiss, highlighting the company’s focus on helping foreign firms entering the US market and American firms expanding internationally.

00:16:18 – Conclusion and Call to Action
The podcast episode concludes with a call to action for listeners to leave a review and visit the website for more information about Orbiss and the Legacy Podcast.

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