Jim Lusardi

Captain
DISC Type : DS

Chief Operating Officer at My CPA Coach

New York City Metropolitan Area, United States

Overview

Jim Lusardi is a Chief Operating Officer who excels at scaling service-based and franchise organizations. He has managed a $26M P&L across over 250 locations by building robust operational systems and strengthening leadership. People who have worked with him describe him as transformational, articulate, and an exceptional leader.

There is no publicly available information regarding Jims personal life or hobbies.

He once built a report no one asked for to track completed jobs with zero revenue, exposing a system-wide issue and demonstrating his proactive, data-driven approach to problem-solving.

Personality Overview

Dynamic But Sincere

Long-Term Thinker

Output-Driven

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Franchise Operations
He has extensive experience driving growth and operational alignment across multi-unit franchise networks in healthcare, education, and home services.
Operational Scaling
His career focus is on building the systems, KPIs, and leadership discipline required to transform unpredictable growth into repeatable success for multi-location businesses.
Leadership Development
He is passionate about coaching and developing leaders, using strategic frameworks to build franchisee capability and create high-performing teams.

Media Appearances

Jim has no verified media appearances

Work History

1-2026
Chief Operating Officer at My CPA Coach
10-2021 - 7-2025
VP, Operations at Qmerit
7-2019 - 9-2021
AVP Sales & Operations at Property Damage Appraisers (PDA) is now Alacrity Solutions
2017 - 2018
District Manager at HealthSource Chiropractic Progressive Rehab & Wellness
2013 - 2017
District Manager at Mathnasium - The Math Learning Center

Education

Bachelor of Science from University of Scranton

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Chief Operating Officer at My CPA Coach
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jim

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jim take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jim

Personality Compatibility


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