Skip to main content
Accounting High: Sophomore Year

Accounting High: Sophomore Year

By Accounting High

Accounting High is the premier practice management podcast for tax and accounting firms. Join us for some fun and oftentimes colorful conversations about the accounting and tax industry. We are the next generation of accounting professionals questioning the state of the accounting profession.
Available on
Apple Podcasts Logo
Castbox Logo
Google Podcasts Logo
Overcast Logo
Pocket Casts Logo
RadioPublic Logo
Spotify Logo
Currently playing episode

005 The Impetus to People Advisory (feat. Will Lopez)

Accounting High: Sophomore YearJul 04, 2021

00:00
44:46
200 My Ayahuasca Journey: From High Performing Zombie to New Mental Clarity (Amber Setter interviews Scotty 'OKR' Scarano)

200 My Ayahuasca Journey: From High Performing Zombie to New Mental Clarity (Amber Setter interviews Scotty 'OKR' Scarano)

Episode 200

FACULTY: Amber Setter

CLASS: #TheGuide

TITLE: My Ayahuasca Journey: From High Performing Zombie to New Mental Clarity

In this special episode, Accounting High Guidance Counselor Amber Setter, returns to interview our school janitor Scotty ‘OKR’ about his recent Ayahuasca retreat. Listen to find out what new insights and clarity of mind Scotty brought back to share.

Shout Outs:

Andre 3000, Travis Scott, Scott Zarret, Evan Eneman

Chapters:

00:01:16 Introduction

00:02:44 Who is Amber?

00:03:15 Scott Growing Up

00:04:02 Mental Health and Drugs

00:06:43 What is Ayahuasca?

00:08:02 What Brought Scott to Ayahuasca?

00:14:11 The Dieta

00:19:00 Finding The Right Setting

00:21:23 What's Unique about Ayahuasca

00:24:43 Scott's Journey

00:28:47 Clarity and a Download

00:35:26 The Second Night

00:38:13 Sananga

00:39:00 Second Trip

00:44:33 Importance of a Guide

00:47:23 Night 3

00:50:08 What Has Scott Done Since the Trip?

Tags:

ayahuasca, journey, amber setter, scotty scarano, mental health, ADHD, prescription drugs, plant medicine, psychedelic retreat, costa rica, ceremony experience, spiritual download, dark trip,  insights, lifestyle changes, healing, clarity, purpose, integration, transformation, courage

Mar 24, 202456:48
199 Hot Girl Taxes and the Hot Girl Life (feat. Katherine Studley)

199 Hot Girl Taxes and the Hot Girl Life (feat. Katherine Studley)

EPISODE 199

FACULTY: Katherine Studley

CLASS: #SocialStudies

In this episode Scotty interviews Katherine Studley, the Co-founder of Prisma Tax Group and the Founder/CEO of The Only Consultant. The episode takes the audience through Katherine's unique journey, from public accounting to becoming the go-to accountant for spicy content creators in the adult industry. The discussion unfolds the challenges and successes of building a firm with extraordinary growth, navigating a buyout, and overcoming marketing challenges in a specialized niche.

Shout Outs:

Zoho 

Chapters:

00:02:12 Introduction

00:04:09 Finding OnlyFans

00:06:39 Becoming the Accountant for Hot Girls

00:07:42 Building a Firm without doing the Taxes

00:11:10 Crazy Growth

00:16:16 Scott's Only "Only" Client

00:17:07 Social Media Marketing Challenges

00:19:24 Leaving a Partner

00:22:21 The Very Specific Needs of the Niche

00:26:34 Different Types of Clients

00:27:38 Sugar Baby Taxes

00:36:55 Katherine's Parents

00:38:21 The Team

00:40:30 Biggest Mistakes

00:41:44 Client Boundaries in the Niche

00:45:21 Current State of the Firm

00:50:22 Marketing to the Niche

00:51:47 Social Media Platforms

Connect With Us On Linkedin!

Katherine Studley

https://www.linkedin.com/in/katherine-studley/

The Only Consultant

https://www.theonlyconsultant.com/

Prisma Tax Group

https://www.prismatax.com/

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/

Tags:

sex work, only fans, sugar baby, stripper, adult industry, content creator, tax tips, sex workers, judgment-free, tax help, friendly, accountants, prisma tax, the only consultant, katherine studley, accounting, bookkeeping, tax deductions, accounting firm



Mar 17, 202401:01:02
198 The Timesheet Debate: Ed Mendlowitz vs Ron Baker (An Epic Installment in the Saga of Time)

198 The Timesheet Debate: Ed Mendlowitz vs Ron Baker (An Epic Installment in the Saga of Time)

EPISODE 198

FACULTY: Ed Mendlowitz & Ron Baker

CLASS: #TheGuide

In this episode, we have a debate on the highly contested topic of timesheets with the accounting profession's heavyweights Ed Mendlowitz and Ron Baker. Listen to find out if timesheets are still essential to running a practice, or if they are the cancer of the profession.


Chapters:

00:04:51 Introductions

00:06:24 Setting the Stage

00:07:50 Opening Remarks: Ed Mendlowitz

00:09:34 Ron's Rebuttal

00:12:53 Counter Argument by Ed

00:14:38 Timesheets Create an Artificial Ceiling

00:15:26 The Problem with Cost + Pricing

00:17:00 You Can't Manage People

00:18:49 Other Professions Who Bill by the Hour

00:21:22 Can Ed Go Without Timesheets?

00:23:24 Ron Argues that Timesheets aren't Necessary for Management

00:29:19 The Future of Accounting is Being Different

00:34:12 Inspiring your Employees

00:37:17 Inspiring the Next Generation

Shout Outs:

Jody Grunden, Jody Padar, Jody Thompson, Jason Blumer

Tags:

timesheets, time tracking, value pricing, subscription model, accounting firm management, CPA firm leadership, mentorship, managing people, client relationships, advisory services, specialization, talent retention, systems, processes, fixed fees, automation, AI, ChatGPT, organic growth, professional development, mindset shift, inspiring employees



Mar 10, 202401:07:51
197 Finding Kindness, Partners, and Limitless Opportunities in Accounting (feat. Alicyn McLeod, CPA)

197 Finding Kindness, Partners, and Limitless Opportunities in Accounting (feat. Alicyn McLeod, CPA)

2024 Accountant Bracket Challenge

nominate the top 5 things in your accounting life

for a chance to win an Apple Vision Pro

nomination period closes March 9th

enroll today at abc.accountinghigh.com


EPISODE 197


FACULTY: Alicyn McLeod, CPA

CLASS: #Shoperations


In this podcast episode, Scott engages in a conversation with Alicyn McLeod, founder of Atlanta Tax. The episode navigates through Alicyn's journey into the world of accounting, highlighting the impact of significant events like the recession, the rise of smartphones, and the emergence of cloud technology. Alicyn shares insights into her decision to start her own firm, the role of social networks in her professional growth, and the initiation of her podcast, Underwithheld. The discussion delves into the dynamics of building and managing a team, forming partnerships, addressing operational challenges, and leveraging tools and technology to enhance firm operations. 

Shout Outs:

Trevor McCandless, Drake Tax Software, Adam Markowitz, Jason Statham of Realize 

Chapters:

00:05:43 Introducing the Mother of Tax Twitter

00:07:29 Alicyn's Journey to Accounting

00:14:56 The Recession, Rise of the SmartPhone and the Cloud

00:20:52 Starting Her Own Firm

00:25:07 Impact of Social Networks

00:31:42 Starting a Podcast

00:35:01 Starting Up a Team

00:38:07 Partnership with Sarah

00:41:23 The Secret to a Good Partnership

00:43:51 Operational Difficulties

00:46:26 Tools and Technology

00:49:54 Partner Roles and Systems

00:54:18 New Firm Name Origin

00:58:37 No Emergencies in Accounting

01:02:03 Conclusion

Mar 03, 202401:04:11
196 Attracting Advisory Clients that Pay $5,000/mo! (feat. Paul Seaton, CPA)

196 Attracting Advisory Clients that Pay $5,000/mo! (feat. Paul Seaton, CPA)

EPISODE 196

FACULTY: Paul Seaton, CPA a.k.a. Rev. Swaggy P

CLASS: #SocialStudies

In this engaging podcast episode, Scott dives into a conversation with Rev. Swaggy P, also known as Paul Seaton, CPA, and the Founder of Agency CFO. The episode unfolds the intriguing journey of Rev. Swaggy P, from his role as an almost Catholic Priest to becoming a Cloud CPA and CFO.

Shout Outs:

Marcel Petitpas, Parakeeto, Ron Baker, Jody Grunden, Summit CPA Group, Brian Soloentrop, @SoleyBusiness, Jason Staats, Roman Villard

Chapters:

00:09:01 Introducing Rev. Swaggy P

00:11:12 From REV to CPA

00:15:05 Becoming a Cloud CPA

00:18:45 Working at Summit CPA Group

00:22:13 The Summit CPA Group Client Meeting Structure

00:28:13 Leaving Summit to Build a Firm

00:31:27 Paul Going Viral on Tax Twitter

00:40:36 Early Years of the Firm

00:42:41 Marketing and Hiring Intentionally

00:51:43 Lessons Learned from Too Many Meetings

00:56:12 Swaggy P

00:59:02 Bridging the Gap Between CFO and Tax Accountants

Tags:

marketing, social media, Twitter, LinkedIn, branding, niche, vertical, pricing, value, positioning, hiring, team building, leadership, delegation, systems, processes, consulting, advisory, profitability, growth



Feb 25, 202401:01:55
195 Making Order Out of Chaos (feat. Meghan Blair)

195 Making Order Out of Chaos (feat. Meghan Blair)

The 2024 Accountant Bracket Challenge

ABC Tournament Nomination period closes March 9, 2024

Enroll today at ABC.accountinghigh.com


Episode 195

FACULTY: Meghan Blair 

CLASS: #TheGuide

In this episode, Scott engages in a conversation with Meghan Blair, the former owner of Fogged In Bookkeeping. The episode covers Meghan's journey in the accounting world, her early adoption of remote work, the impact of COVID on her business, the decision to sell the firm, her experience with GrowthLab, and the unique perspective of neurodivergence in leadership.

Shout Outs:

GrowthLab, Karbon

Chapters:

00:00:00 Intro

00:13:30 Introduction

00:19:09 Why Meghan Does Accounting

00:24:22 Being Remote Before Everyone Else

00:27:49 Working Remotely in the 2010s

00:30:11 When COVID Hit

00:39:13 Selling the Firm

00:40:23 Growth Lab

00:45:52 Neorodivergencey and Leadership

00:50:23 Post-Sale Sabbatical

00:57:15 Going Back to School

00:59:59 Neurodivergence

01:07:10 Visionary not Integrator and Compatibility

01:14:31 Harvard and Parting Advice

Tags:

Burnout, Neurodivergence, Leadership, Entrepreneurship, Accounting Industry, Bookkeeping, Business Exit, Work-Life Balance, Self-Care, Career Change, Career Journey, Business Growth, Business Operations, Remote Work, Working Mothers, Diversity & Inclusion, Higher Education, Mental Health, Self-Worth, Personal Growth

Feb 18, 202401:12:45
194 Finding Freedom through Processes, Technology, and Gratitude (feat. Teddy Sullivan, CPA)

194 Finding Freedom through Processes, Technology, and Gratitude (feat. Teddy Sullivan, CPA)

Episode 194

FACULTY: Teddy Sullivan, CPA

CLASS: Shoperations

In this engaging podcast episode, Scotty welcomes back Teddy Sullivan, CPA, for a discussion spanning various topics crucial for firm growth and success. From firm acquisition to transitioning to the cloud, Teddy shares insights into fixing systems, pricing strategies, and fostering a culture of gratitude for financial freedom.

Shout Outs:

Chad Davis, Ryan Lazanis, Dave Emmerman, Xero, Chris Farrell, Liscio,

00:03:02 Introduction

00:05:43 Firm Acquisition

00:09:01 Buying Another Firm

00:12:18 Transitioning from Desktop to Cloud

00:17:47 Fixing Systems and Pricing before Automation

00:24:04 Financial Freedom

00:25:30 Freedom Through Gratitude

00:28:48 Helping the Team

00:30:21 The Inspiration to Work

00:37:51 Teddy's Growth Plans

00:39:41 The Team Structure

00:42:36 Offshore Outsourcing Discussion

00:49:21 Goals for the Firm

00:53:52 Words of Wisdom from Teddy

00:55:23 Conclusion


Feb 11, 202457:53
193 QuickBooks and Beyond: Adventures in Accounting (feat. Alicia Katz Pollock)

193 QuickBooks and Beyond: Adventures in Accounting (feat. Alicia Katz Pollock)

Episode 193

FACULTY: Alicia Katz Pollock

CLASS: #TechTime

TITLE: QuickBooks and Beyond: Adventures in Accounting

In this podcast, Scott interviews Alicia Katz Pollock, a seasoned technology trainer at Royalwise Solutions Inc. They discuss Alicia's experiences in training, bookkeeping, being on the Intuit Roadshow, and mind opening experiences with traditional medicines.

  • On the Road with Intuit's Roadshow

  • Mac Trainer

  • The Origin of Royalwise

  • The Quickbooks Community

  • Being On Stage at Quickbooks Connect

  • Learning Management System

  • Bookkeeping at Royalwise

  • Challenges in Training Bookkeepers

  • A Pioneer of Zoom

  • Opening the Mind

  • Future Visions

  • The Team

  • Opening the Mind

  • Teaching as a Creative Outlet

  • Words of Wisdom

Shout Outs:

Laura Redmond, Michelle Long, Alison Ball, Aaron Walsh Dyer, Liz Scott, Bryce Forney, Stacey Kildall, Heather Satterly, Jennifer Dymond, Jeff Black, the Royalwise team, Cypher Learning, Quickbooks Trainer Writer Network

[00:02:09] On the Road with Intuit's Roadshow

[00:04:03] Mac Trainer

[00:06:57] The Origin of Royalwise

[00:08:07] The Quickbooks Community

[00:12:27] Being On Stage at Quickbooks Connect

[00:16:42] Learning Management System

[00:19:36] Bookkeeping at Royalwise

[00:22:19] Challenges in Training Bookkeepers

[00:23:58] A Pioneer of Zoom

[00:27:18] Opening the Mind

[00:30:49] Future Visions

[00:35:48] The Team

[00:38:36] Opening the Mind

[00:41:59] Teaching as a Creative Outlet

[00:43:12] Words of Wisdom

Feb 04, 202446:24
192 Teaching Bookkeepers and Tax Preparers to Communicate Better (feat. Nancy McClelland, CPA)

192 Teaching Bookkeepers and Tax Preparers to Communicate Better (feat. Nancy McClelland, CPA)

Episode 192

FACULTY: Nancy McClelland, CPA

CLASS: #TheGuide

TITLE: Teaching Bookkeepers and Tax Preparers to Communicate Better 

In this podcast episode, Scott interviews Nancy McClelland, CPA, Owner of Nancy McClelland LLC, also known as The Dancing Accountant. The conversation covers the origin story of The Dancing Accountant, all the way to tax season in Mexico. They discuss the rivalry between bookkeepers and tax preparers, biases in the accounting profession, and dispelling perceptions versus the reality of being a professional.

  • Origin of the DancingAccountant

  • How Nancy became an Accountant

  • The Bookkeeper and Tax Preparer Rivalry

  • Challenges of Becoming a CPA

  • Biases in the Profession

  • Banding Together to Help Small Businesses

  • Perception vs Reality: Not Being a Unicorn

  • Compassion

  • Tax Season in Mexico

Shout Outs:

Blake Oliver, Gaynor, Nayo Carter-Gray, John Garrett, Randy Crabtree, Twyla Verhelst, FreshPAC, DigitalCPA, Quickbooks Connect, SleeterCon, Bridging the Gap, NATP

[00:02:09] Origin of the DancingAccountant

[00:08:04] How Nancy became an Accountant

[00:14:47] The Bookkeeper and Tax Preparer Rivalry

[00:17:05] Challenges of Becoming a CPA

[00:21:25] Biases in the Profession

[00:25:32] Banding Together to Help Small Businesses

[00:27:30] Perception vs Reality: Not Being a Unicorn

[00:43:56] Compassion

[00:56:26] Tax Season in Mexico



Jan 28, 202401:03:16
191 Position Your Firm with Confidence and Patience (feat. Bilal Mehanna, CPA)

191 Position Your Firm with Confidence and Patience (feat. Bilal Mehanna, CPA)

Episode 191

FACULTY: Bilal Mehanna, CPA

CLASS: #SocialStudies

TITLE: Position Your Firm with Confidence and Patience

In this podcast episode, Scotty interviews Bilal Mehanna CPA, President of Mehanna Advisors, and Co-Host of the podcast "From Zero to Millions." The interview consists of insights into finding a niche, pricing, scalability considerations, challenges encountered during growth phases, strategies for talent acquisition overseas, and much more.

  • Introducing Bilal

  • Becoming an Accountant

  • Finding a Niche

  • Pricing

  • Scalability

  • Ignition is a Decentralized Organization

  • Growing Pains

  • The Firm

  • Finding Talent Overseas

  • Benefits of Being an Accountant

  • Patience

  • Screening Clients

  • BOI Reporting

  • Accounting Podcasts

  • Final Thoughts

Shout Outs: Kelly Rohrs, Brandon Hall, Xero

[00:02:09] Introducing Bilal

[00:06:24] Becoming an Accountant

[00:10:13] Finding a Niche

[00:17:07] Pricing

[00:18:30] Scalability

[00:20:49] Ignition is a Decentralized Organization

[00:24:37] Growing Pains

[00:26:33] The Firm

[00:30:49] Finding Talent Overseas

[00:33:11] Benefits of Being an Accountant

[00:37:12] Patience

[00:39:21] Screening Clients

[00:41:09] BOI Reporting

[00:47:23] Accounting Podcasts

[00:53:24] Final Thoughts



Jan 21, 202457:32
190 From CEO to Chairman of the Board at your Accounting Firm (Ed Mendlowitz interviews Scotty 'OKR' Scarano)

190 From CEO to Chairman of the Board at your Accounting Firm (Ed Mendlowitz interviews Scotty 'OKR' Scarano)

Episode 190

FACULTY: Ed Mendlowitz

CLASS: #Shoperations

TITLE: From CEO to Chairman of the Board

In this episode, we flip the script and Ed Mendlowitz interviews Scotty "OKR,". Explore Scotty's journey, from initial inspirations to firm growth, unveiling key strategies for client connections, niche development, and innovative billing approaches. Gain valuable insights into client engagement, consultancy services, and OKR’s.

  • Reminiscing

  • Scott's Firm

  • What got Teddy into all of this?

  • How is Scott Organized?  

  • Keeping in touch with clients

  • Growth of the Firm and the Podcast

  • Passing Along Knowledge

  • Developing a Niche from a General Practice 

  • Being a Xero Homer

  • Engage

  • What's in the future?

  • Consult 

  • What to Do with Time Sheets instead of Billing

  • Ron Baker's OKR's

  • Key Takeaways

Jan 14, 202455:44
189 Earning Trust with the Accountants of America (feat. Seth Fineberg)

189 Earning Trust with the Accountants of America (feat. Seth Fineberg)

Episode 189

FACULTY: Seth Fineberg

CLASS: #TechTime

TITLE: Earning Trust with Accountants in America

Scotty engages in a podcast discussion with Seth Fineberg, the Founder of Accountants Forward, where they discuss his journey into journalism in the accounting space, the withdrawal of Accounting Web, AI, and how Tech Companies should sell to accountants.

  • Introducing Seth

  • How Seth got into Accounting

  • Getting into Accounting Web

  • Taking on Accounting Web 

  • The Realities of the Automated Practice

  • Advisory and CAS

  • The Fall of Accounting Web

  • Seth's Next Move

  • AI is not Replacing People

  • Seth's Takeaways

  • Client Advisory Services 

Shout Outs:

Matthew May, Kenji Kuramoto, Shirrell Williams, Nayo Carter-Gray, Clayton Oates, Randy Johnston, Randy Crabtree, Acuity, Xero, Bridging the Gap, Jirav, Botkeeper

Jan 07, 202452:38
188 Creating Accounting Client Avatars (feat. JJ Littrell)

188 Creating Accounting Client Avatars (feat. JJ Littrell)

Episode 188

FACULTY: JJ Littrell

CLASS: #SocialStudies

TITLE: Creating Accounting Client Avatars

In this podcast episode, Scott interviews JJ Littrell, CFO at Tuatara. The conversation spans JJ's unconventional entry into accounting through the FBI, experiences with Elliot Davis and Starmount, insights into balancing parenting and business growth, the genesis of Tuatara, managing multiple agencies under one practice, establishing an institute, similarities between accountants and dentists, considerations about partnerships, and the importance of identifying client avatars.

  • JJ Got into Accounting through the FBI

  • Elliot Davis and Starmount

  • Parenting versus Growing a Business

  • The Origins of Tuatara

  • Two Agencies, One Practice

  • Building an Institute

  • Creating A Community Platform with Value

  • Similarities between Accountants and Dentists

  • Partnerships

  • Dealing with Conflict in Partnerships

  • Advice for Generalist Dentists

  • Finding your Client Avatar

Shout Outs:

Thinkific, Ryan Reynolds

Dec 31, 202354:40
187 AI Horror Stories: Shining a Light on the Dark Side of AI (feat. Ashley Francis, Byron Patrick, Korey Cournoyer, and Keila Hill-Trawick) #AHAssembly

187 AI Horror Stories: Shining a Light on the Dark Side of AI (feat. Ashley Francis, Byron Patrick, Korey Cournoyer, and Keila Hill-Trawick) #AHAssembly

Episode 187

FACULTY: Ashley Francis, Byron Patrick, Korey Cournoyer, Keila Hill-Trawick

CLASS: #TechTime

TITLE: AI Horror Stories: Shining a Light on the Dark Side of AI

In this podcast episode, Scotty hosts a panel featuring Ashley Francis, Byron Patrick, Korey Cournoyer, and Keila Hill-Trawick. They discuss the role of artificial intelligence (AI) in the accounting industry. The conversation touches on various facets of AI implementation, its impact on different firms, practical applications, concerns regarding security, as well as the question of whether AI will replace human accountants.

  • Introduction

  • What is Accounting High

  • AI the Monster - At Keila's Firm

  • AI at Korey's Firm

  • How Byron Uses AI

  • How Ashley Uses AI at Her Firm and Microsoft Copilot

  • Is AI Going to Replace Us?

  • Practical Uses of AI 

  • Security Concerns and AI Hygiene

  • Training the Model

  • ChatGPT Plugins

  • Unique CPA Rap 

Shout Outs:

Jason Staats, Randy Crabtree, Bridging the Gap Conference, Microsoft Copilot, Appstream, The Growth Lab, Otter AI, Firefly AI, ChatGPT, MailChimp, Zapier, Make

Dec 17, 202352:44
186 A Parable about Winning and Learning (feat. Greg & Jessica Daley)

186 A Parable about Winning and Learning (feat. Greg & Jessica Daley)

Episode 186

FACULTY: Greg & Jessica Daley

CLASS: The Guide

TITLE: A Parable about Winning and Learning

Join us for a conversation with Greg and Jess Daley, the founders of Parable. The discussion delves into their unique journey as a couple in business, the origins of their firm, swing dancing, the integration of work and personal life, and the guiding principles shaping their company's future.

  • Introduction

  • Couple Business Pairs 

  • How Swing Dancing Brought Them Together

  • Roles in the Firm

  • Parable

  • Early North Star 

  • Roles and Coaches in the Early Days

  • Work Life Integration

  • EOS and Dance

  • Rock Step

  • Training an Integrator

  • Times of Chaos and Peace, The Frying Pan and Crockpot

  • Hard Numbers

  • The Future and Giving

  • Running a firm without Ego

  • Italy Expensify

  • Conclusion

Shout Outs:

Traction by Gino Wickman, Profit First by Mike Michalowicz, Simple Numbers by Randy Crabtree, Expensify

Dec 10, 202301:00:53
185 Go Full Send and Build Epic Sh!t (feat. Roman Villard, CPA)

185 Go Full Send and Build Epic Sh!t (feat. Roman Villard, CPA)

Episode 185

FACULTY: Roman Villard

CLASS: #Shoperations

TITLE: Go Full Send and Build Epic Sh!t

In this podcast episode, Scott interviews Roman Villard, the founder of Full Send Finance. Roman shares his entrepreneurial journey, discussing the backstory behind his firm, its community-building aspect, and the values that drive its growth. The conversation delves into Roman's departure from his previous job, the origins of the Full Send brand, and his vision for the future of the company.

  • Introduction

  • The Backstory

  • The Firm

  • Why Public Accounting?

  • Long Hair

  • Building a Community

  • Origin of Full Send Brand

  • How Roman Left His Old Job

  • The First Client

  • Hard Numbers

  • Partnership and Community

  • Impact vs Greed

  • Growth Numbers

  • Tech Stack

  • The Future of Full Send

Shout Outs:

Matthew, Kenji, Acuity, Drink While You Think, Warren Buffet, Karbon, Financial Sense, Xero, Quickbooks, Gusto



Dec 03, 202301:01:38
184 How to Say No (feat. Enrico Palmerino, Elizabeth Manso, Michael Hso, and Marianne Fischer)

184 How to Say No (feat. Enrico Palmerino, Elizabeth Manso, Michael Hso, and Marianne Fischer)

Episode 184

FACULTY: Enrico Palmerino, Elizabeth Manso, Michael Hso, and Marianne Fischer

CLASS: #TheGuide

TITLE: How to Say No 

In this podcast episode, Scott interviews a diverse group of accounting professionals: Enrico Palmerino, Elizabeth Manso, Michael Hso, and Marianne Fischer. The discussion revolves around their individual visions, experiences, and insights as business leaders. They share their journeys, the importance of helping others, and most importantly, how to say no.

  • Introducing, Elizabeth, Enrico, Michael

  • Vision

  • Enrique's Vision

  • Michael's North Star

  • Introducing Marianne the Speaker

  • Regretting saying Yes

  • Enrico on Regret

  • Michael's Road to 9 Figures

  • Selfishly Help Others

  • Finding a Partner 

  • How To Say No

Shout Outs:

Josh Jeffries, Vivid Vision by Cameron Herrold

Nov 26, 202346:24
183 What is Reasonable Compensation? (feat. Paul Hamann)

183 What is Reasonable Compensation? (feat. Paul Hamann)

Episode 183

FACULTY: Paul Hamann

CLASS: #TechTime

TITLE: What is Reasonable Compensation?

In this podcast episode, Scott interviews Paul Hamann of RCR Reports. The episode dives into the complex topic of reasonable compensation and the challenges surrounding it, presents his innovative solution, and highlights the multiple use cases for RC Reports.

  • What is Reasonable Compensation?

  • Is 2/3 Reasonable?

  • The Compensation Issue

  • Paul's Solution

  • Reasons to use RC Reports

  • More Use Cases for RC Reports

  • Why It May Be Better to not be a CEO

  • More Use Cases

Nov 19, 202329:56
182 AI is a Calculator for Words (feat. Davis Bell)

182 AI is a Calculator for Words (feat. Davis Bell)

Episode 182

GUEST FACULTY: Davis Bell

CLASS: #TechTime

TITLE: A.I. is a Calculator for Words

In this podcast episode, Scott interviews Davis Bell, the CEO of Canopy. The episode explores the fascinating world of Artificial Intelligence (AI) and its applications, ranging from accounting to creative endeavors. It discusses the potential benefits and challenges associated with the integration of AI into our lives.

  • Introduction

  • Intro to A.I.

  • The Calculator for the Other Side of Your Brain

  • Where's Our Robot Dogs?

  • A.I. in Accounting

  • What Problems A.I. Might Solve

  • Using A.I. to Write Raps

  • Drawbacks and Growing Pains

  • Conclusion

Nov 12, 202327:46
181 D.A.R.E. Psychedelic AH After School Special (feat. Evan Eneman and Amber Setter, CPA)

181 D.A.R.E. Psychedelic AH After School Special (feat. Evan Eneman and Amber Setter, CPA)

Episode 181

FACULTY: Evan Eneman and Amber Setter

CLASS: #AccountingHighGuide

TITLE: AH D.A.R.E. Psychadelic After School Special 

In this special D.A.R.E.-themed podcast episode, Scott interviews Evan Eneman, Founder of Sands Lane Capital, and Amber Setter, CEO of Conscious Public Accountants. The episode begins with a candid discussion between Scott and Amber Setter on the topic of the growing interest in the therapeutic potential of psychedelics and healing in the accounting industry. Then Scott and Evan Eneman, Founder of Sands Lane Capital and Fiorello, talk about Snoop Dog and engaging, drug education, the lifestyle niche, the legal landscape of substances and how to open conversations at work around psychedelics.

  • Scott and Amber on Drugs

  • Psychedelics Getting FDA approval

  • Finding What's Best for You as an Individual

  • People in Need of Healing in the Accounting Industry

  • What is a drug?

  • Introducing Evan 

  • Working with Snoop Dog

  • Talking about Drugs

  • Reasons that People Use Substances

  • Importance of Education

  • The Business of Drugs

  • The Lifestyle Niche and How it Connects to Drugs

  • The Legal Landscape

  • It's Always Personal, not Just Business

  • How to get educated and start conversations

  • Conclusion

Shout Outs:

How to Change Your Mind by  Michael Pollan, Forbes, Zynga, Marijuana Moment

Nov 05, 202301:08:02
180 Hiring Leaders that Inspire (feat. Eileen Adao)

180 Hiring Leaders that Inspire (feat. Eileen Adao)

Episode 180

FACULTY: Eileen Adao

CLASS: #VarsityTips

TITLE: Hiring Leaders that Inspire: The ility's of Leadership

In this podcast episode, Scott interviews “Coach” Eileen Adao, Vice President of Strategy & Partnerships at Glean AI. The conversation revolves around leadership and the crucial attributes that define effective leaders. The episode delves into practical questions to ask during interviews and how to prepare to be interviewed. 

  • Eileen’s story

  • Eileen's list of important qualities for hiring and creating leaders

  • Identifying skills and characteristics that define leaders

  • Practical questions to ask during interviews to assess leadership qualities

  • Tips for preparing to be interviewed

  • Attributes of a good leader are outlined, including passion, self-awareness, and problem-solving skills.

  • The importance of likeability and relatability for effective leadership.

  • The hunger to learn and the role of emotional intelligence in leadership

  • Authenticity and vulnerability

  • The episode concludes with a review of the key points discussed

Shout Outs:

Xero, Glean AI, Dave Olsen, Asana, Quickbooks, Ed Mendelowitz

Oct 29, 202348:23
179 The Art of Radical Conversations (feat. Jody Padar, CPA)

179 The Art of Radical Conversations (feat. Jody Padar, CPA)

Episode 179

FACULTY: Jody Padar

CLASS: #TheGuide

TITLE: The Art of Radical Conversations

In this podcast episode, Scott interviews Jody Padar, also known as "The Radical CPA," who currently serves as the VP of Tax Strategy & Evangelism. The episode delves into Jody's journey from high school accounting competitions and Tax Twitter to taking over her father’s firm.

  • Introducing Jody Padar

  • Jody in High School

  • Early Tax Twitter Peer Group

  • Forward Thinking

  • Taking Over Her Father's Firm

  • Changing Pricing

  • Being a Mother and an Entrepreneur

  • How Jody's Dad Helped Her

  • Passion for Accounting

  • The Art of Conversation

  • Will the AICPA Stick around?

  • CPA vs EA

  • Next Things for Jody

Shout Outs:

Jason Ackerman’s Dad, Nayo Carter-Gray, Jason Blummer, Jason Staats, Ron Baker, Mark Koziel, Tom Hood, Shana Chapman, Michael Hsu, Chris Farmand, Drew Carrick, Anderson Consulting, Engage, Botkeeper, Zappos, Sage, Xero, April, Monday, AICPA

Oct 22, 202355:10
178 Recognizing Patterns of Fear in Accounting (feat. Jackie Meyer, CPA)

178 Recognizing Patterns of Fear in Accounting (feat. Jackie Meyer, CPA)

Episode 178 FACULTY: Jackie Meyer, CPA CLASS: #TheGuide TITLE: Recognizing Patterns of Fear in Accounting In this podcast episode, Scott interviews Jackie Meyer, CPA, the Founder of TaxPlanIQ.com, TaxPlanningMasterclass.com, and Certified Concierge Accountant mastermind classes. Jackie shares her path to becoming an accountant and her involvement with the Intuit Tax Council. The episode delves into the dynamics of visionaries and integrators, along with the distinctions between being a coach and a counselor.  Introducing Jackie How Jackie Became an Accountant Exposure to poor leadership in the accounting field Jackie's journey from starting a CPA practice to selling it The establishment of TaxPlanIQ The ROI Tax Planning Method Jackie's involvement with the Intuit Tax Council and her interest in tech and software The dynamics of visionaries and integrators Distinctions between being a coach and a counselor Jackie's goals for coaching accountants and her experiences with TaxPlanIQ The challenges of training an integrator and the struggle with being a people pleaser Jackie reflects on managing work, life, and creativity, including her role as a parent. Gender Representation Controversies and Writing Books Conclusion Shout Outs: Chuck, Jim Buffington, Stephanie Friswell, Brad Smith, Brene Brown, Tatiana Sawyer, Ed Kless, Ron Baker, Scaling New Heights, ProConnect Tax Online, Intuit Tax Council, Xero


Oct 15, 202357:26
177 Self-Transformational Accounting Leadership (feat. Amber Setter, CPA)

177 Self-Transformational Accounting Leadership (feat. Amber Setter, CPA)

Episode 177

FACULTY: Amber Setter

CLASS: #AccountingHighGuide

TITLE: Self-Transformational Accounting Leadership

In this enlightening episode, Scott sits down with Amber Setter, a transformative figure in the accounting industry, to discuss the intricacies of transformational leadership. Amber, known for her role as the Chief Enlightenment Officer at Conscious Public Accountants, shares her journey from her challenging high school years to her work in coaching high-level leaders in accounting firms and her advocacy for a holistic approach to leadership. The episode delves into a variety of thought-provoking topics like mindset, leadership styles, and burnout.

  • Introducing Amber

  • High School Experiences and the Love of Learning

  • Choosing the Right Career Path

  • Reflecting on Amber's Ideal Audience

  • New World Leadership vs Old Mindset

  • The Importance of Original Ideas and Adult Development theory

  • The Self-Transforming Mind

  • Continued Self Transformation

  • Recruiting and the Job Market

  • Licenses as the Gold Medallion

  • The AICPA

Shout Outs:

Robert Keegan, Lisa Leahy, Dissolution of the Ego by Ray Dalio, How to Change Your Mind by Michael Pollan, Leadership on the Line by Martin Linsky and Ronald Heifetz

Oct 08, 202358:23
176 Respecting Diversity and Inclusion in Accounting, and Learning about Equity (feat. Richard Roppa-Roberts & Dave Kersting)

176 Respecting Diversity and Inclusion in Accounting, and Learning about Equity (feat. Richard Roppa-Roberts & Dave Kersting)

Episode 176

FACULTY: Richard Roppa-Roberts and Dave Kersting

CLASS: #AccountingHighGuide

TITLE: Respecting Diversity and Inclusion in Accounting, and Learning about Equity

In this podcast episode, Scott interviews Richard Roppa-Roberts and Dave Kersting from Quasar Cowboy & Roundtable Labs. They discuss various topics, including the dynamics of partnerships and co-firming, the importance of diversity and inclusion, and creating safe spaces for authentic interactions.

  • Introducing Richard and Dave

  • Richard the outside eye 

  • The Start of Roundtable

  • How Dave met Richard

  • Roundtable as a Vendor Free Zone

  • Partnerships, Co-Firming, Dating and Marriage

  • Diversity and Inclusion in Roundtable

  • Biases Against The Gay Community

  • Coming Out as a Rapper 

  • Roundtable Gives a Place to be Yourself

  • A Discussion on Equity

  • Creating Safe Spaces

  • Summary

Shout Outs:

Thrival, Xero, Quickbooks, Intuit, Jonathan Bellow, Kenji Kuramoto, Matthew May, Tanya Schulte, Scaling New Heights, Quickbooks Connect, Tax Twitter, Liz Scott, Stacey Killwell, Gusto, Fresh Books, Nayo Carter-Gray, Liz Mason

Oct 01, 202301:06:08
175 Keep it Simple and Let Your Mind Rewind (feat. Randy Johnston)

175 Keep it Simple and Let Your Mind Rewind (feat. Randy Johnston)

Episode 175

FACULTY: Randy Johnston

CLASS: #TechTime

TITLE: Slow Down and Let Your Mind Rewind

In this podcast episode, Scott interviews Randy Johnston, a well-known programmer and Co-Founder of K2 Enterprises. Randy shares insights into the evolution of technology, from twenty pound portable computers to A.I. search engines as well as their impact on the accounting and creative spheres.

  • Randy Johnston, Co-Founder of K2 Enterprises, is introduced

  • His early involvement with accountants and technology

  • The evolution of technology, twenty pound portable computers to A.I. search engines

  • The origin of the name "K2 Enterprises"

  • A.I. and creativity, highlighting its potential applications.

  • Use of A.I. to automate mundane tasks and improve efficiency

  • The power of global collaboration and working together around the world

  • Randy recommends books

  • The interconnectedness of software and its implications for the industry

  • Enabling and hindering factors of cloud software in accounting are discussed.

  • The importance of learning from past mistakes and the impact of technology on outsourced work

  • Randy leaves the listeners with parting advice

Shout Outs:

Adrian Burgess, Unlocking the Power of Sleep and Dreams by Matthew Walker, The Metaverse: And How It Will Revolutionize Everything by Matthew Ball, What to Eat and When by Michael Croupagne, Xero, Lucert, ProConnect, ProSystemTex, Access Tax, QuickBooks



Sep 24, 202301:03:45
174 The Accountrepreneur's Dilemma (feat. Trevor McCandless, CPA)

174 The Accountrepreneur's Dilemma (feat. Trevor McCandless, CPA)

Episode 174

FACULTY: Trevor McCandless, CPA

CLASS: #Shoperations

TITLE: The Accountrepreneur's Dilemma

In this podcast episode, Scott interviews Trevor McCandless, also known as "Coach Sweet Tea," the owner of Fusion CPA. The episode begins with an introduction to Coach McCandless and his background as a serial entrepreneur founding multiple businesses. He shares the story behind the inception of Fusion CPA and discusses the challenges and growth pains the firm experienced. 

  • Introducing Coach McCandless

  • Founding Businesses

  • Trevor’s background as a serial entrepreneur and founding of various businesses

  • The Origin of "Fusion"

  • Starting Fusion CPA

  • The challenges and growing pains faced by Fusion CPA 

  • NetSuite 

  • The role of NetSuite in the firm's evolution and the process of rebranding and niching for NetSuite services

  • Trevor and Scott talk about the challenges of stepping away to allow the firm to grow and thrive

  • Balancing Company and Employee Visions

  • Why is the Firm in Puerto Rico?

  • EO Bobbleheads

  • Words of wisdom from Scott and Trevor

Shout Outs:

David Leary, Kenji, McKinsey, Accounting Salon, NetSuite, Xero, QuickBooks, Microsoft Dynamics



Sep 17, 202358:07
173 Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)

173 Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)

Episode 173

FACULTY: Jody Grunden

CLASS: #GuidePosts

TITLE: Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)

In this podcast episode, Scott interviews Jody Grunden, CPA, co-founder of Summit CPA Group and author of two books, to discuss various topics related to running an accounting practice and building virtual CFO services, dressing "professionally", and niching down.

  • Introduction and an update on recent developments since the last interview.

  • The origin story of Jody’s Hawaiian shirts

  • Scott shares his similar wardrobe story

  • Discussing the evolution of “professional attire” in the accounting profession

  • Exploring the benefits and challenges of running a remote accounting firm

  • The importance of finding a niche and specializing in the industry

  • Creating CFOs from accountants within the firm and the training and development process

  • Utilizing retreats and building a strong company community

  • Addressing the resistance to change in the accounting industry and the need for adaptation

  • Insights into the day-to-day operations and growth goals at Summit CPA Group

  • Scott and Jody discuss the acquisition of cloud firms, venture capital, and private equity

Shout Outs:

Tommy Bahama, Accounting Salon, Kenji Kuramoto, AICPA, Karbon, Dave Barrett, Matthew May, Acuity

Sep 10, 202301:05:22
172 The Trusted Cheese of Accounting (feat. Hector Garcia, CPA) | #SocialStudies

172 The Trusted Cheese of Accounting (feat. Hector Garcia, CPA) | #SocialStudies

Episode 172

Accounting High is supported by our Booster Club

Thank you G-ACCON - Check em out, 14 day free trial, go to accon.services

FACULTY: Hector Garcia, CPA

CLASS: #SocialStudies

TITLE: The Trusted Cheese of Accounting

In this podcast episode, Scott interviews Hector Garcia, a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. They talk about  "Best Buy Cheese" and Hector’s journey from working in retail to transitioning into banking and eventually becoming a CPA and YouTuber.

  • Hector introduced

  • An amusing anecdote about "Best Buy Cheese" 

  • Hector's career journey is discussed, starting from retail and transitioning into banking.

  • How Hector and his wife started a bookkeeping business

  • The start of Hector's YouTube career

  • How Hector gathers new ideas for YouTube content and uses the platform to attract clients

  • How Hector split up his businesses and handles advisory services

  • The two discuss building a personal brand

  • The episode concludes with the story of how Scott and Hector first met

Shout Outs:

Jason Staats, Ron Baker, QuickBooks, ADP, Anchor, Ignition, Content Hub



Aug 23, 202353:04
171 The Fearless Unicorn of Accounting Firm Mergers (feat. Amy Walker, CPA)

171 The Fearless Unicorn of Accounting Firm Mergers (feat. Amy Walker, CPA)

Episode 171

FACULTY: Amy Walker


Accounting High is supported by our Booster Club

Thank you LiveFlow! LiveFlow - Advanced financial reporting on autopilot.  LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out:

https://www.liveflow.io/partnerships/accounting-high

Get 20% off for 3 months with promo code HIGH

In this podcast episode, Scott interviews Amy Walker, Co-Founder, and Director of CAS at Walker and Glantz PLLC. She shares insights into her journey from working at a Big Six Firm to being on the Intuit Advisory Council and also … Buc-ee's.

  • Amy is introduced and we hear a message from her firm partner, Paul Glantz

  • Amy's journey into accounting is explored, highlighting her background as the daughter of a CPA and her experience at a Big Six Firm.

  • The podcast offers a sneak peek into Dan Luthi's Shop Class

  • Origin of the title: Fearless Unicorn in Accounting

  • Amy's involvement on the Intuit Advisory Council is explored

  • The decision to merge her firm and the dynamics of the partnership with Paul Glantz

  • Strategies for getting out of no man's land and managing email communication

  • Firm hard numbers of Amy’s firm

  • Talks about the Accounting High Drill Team

  • Amy shares her experiences of working from home

  • Scott’s Buc-ee's Story

  • The Latest Accounting Rap

Shout Outs:

Paul Glantz, Gusto, Dan Luthi, Intuit, Xero, Julie Sharp, Jason Blummer, Karbon, Akilah, Logan, Miguel, Wade, Randy, The Unique CPA, Scaling New Heights, Buc-ee's



Aug 16, 202301:11:28
170 Accelerating Impact by Thinking Differently (feat. Michael King, CFO)

170 Accelerating Impact by Thinking Differently (feat. Michael King, CFO)

Episode 170

Accounting High is supported by our Booster Club

Thank you G-ACCON - Check em out, 14 day free trial, go to accon.services 

FACULTY: Michael King


TITLE: Accelerating Impact by Thinking Differently

In this podcast episode, Scott interviews Michael King, the founder of the CFO Accelerator. They discuss why and how firms should add fractional CFO services. Michael addresses common fears about adding CFO services and how to offer perspectives, challenges, and unconventional thinking to clients.

  • Michael's firm specializes in accelerating impact and providing fractional CFO services

  • How Michael addresses specific industry verticals

  • Michael shares the impetus behind starting the CFO Accelerator and how it relates to empowering employees and launching new projects

  • Problems faced by the firm are discussed, leading to the discovery of G-ACCON as a viable solution

  • Discussion of G-ACCON and tech stack advice

  • CFO services and the unique value they bring to businesses

  • Marketing strategies and teamwork considerations

  • The importance of hiring a front-facing CFO

  • Michael's firm industry verticals

  • Common fears about adding CFO services

  • The distinctions between CFOs and bookkeepers are discussed to understand their respective roles

  • Being a Cheerleader, Teacher, Challenger, and the Disagreer for Clients

  • Advice on the stages to stand on for professional growth and social media presence

Shout Outs:

G-ACCON, Upwork, Karbon, Ignition, Xero, Corvee

Aug 09, 202301:06:03
169 (PX5) Continuity: Creating a Company Operating System | #Varsity

169 (PX5) Continuity: Creating a Company Operating System | #Varsity

Episode 169

FACULTY: Dave Olsen

CLASS: #VarsityTips

TITLE: People Experience Pt 5 (PX5) Continuity: Creating a Company Operating System

In the final episode of our People Experience Series on VarsityTips, Scott interviews “Coach” Dave Olsen from Nimbl, focusing on optimizing continuity and company operations to enhance the overall people experience. The episode covers various aspects of building a strong team, including sourcing talent, defining the tech stack, and streamlining meetings for maximum productivity.

  • Introduction

  • Explaining continuity as the catch-all category to enhance people experience

  • Explaining the Company Operating System for smoother operations.

  • Leveraging asynchronicity for increased focus and flexibility.

  • Defining the tech stack as a hierarchy of urgency for efficient workflow.

  • Making meetings more useful by defining their purpose and structure.

  • Emphasizing the importance of clear documentation for better collaboration.

  • Sourcing talent from within the organization to build a strong team.

  • Proactively reaching out to potential hires to expand the talent pool.

  • Developing scalable recruiting systems to manage the hiring process effectively.

  • Defining the recruiting demographic and screening potential candidates.

  • Involving the entire team in the interview process before skills assessment.

  • Summarizing the episode and providing additional resources.

  • How to reach Dave

Shout Outs:

Slack, Zoom, Front, Karbon, Asana, Confluence, Shane at Nimbl, Radical Candor, what you do is who you are by Ben Horowitz, A World Without Email by Cal Newport

Aug 04, 202336:02
168 Be Our Guest, Find Your Niche (feat. Chris Macksey, CEO)

168 Be Our Guest, Find Your Niche (feat. Chris Macksey, CEO)

Episode 168


Accounting High is supported by our Booster Club

Thank you G-ACCON - sign up for your 14 day free trial, go to accon.services 


FACULTY: Chris Macksey


TITLE: Be Our Guest, Find Your Niche

In this podcast episode, Scott interviews Chris Macksey, CEO of Prix Fixe Accounting, and explores various aspects of running an accounting firm, finding a niche, and how his firm adapted to the challenges of the COVID-19 pandemic. 

  • Introduction to Chris Macksey and Prix Fixe Accounting

  • Finding a niche in serving the restaurant industry

  • Chris's journey into the accounting field

  • Transitioning to focus on the restaurant niche and its impact on legacy clients

  • Chris's role as CEO

  • Exploring new business models for running accounting practices

  • The importance of setting the right tone for clients

  • Navigating the challenges of the COVID-19 pandemic and bouncing back

  • Valuable advice from Chris for other accounting professionals

Shout Outs:

Xero, QuickBooks, Lucy Pavlok, Carolyn Jones, Sarah at Prix Fixe Accounting

Aug 02, 202301:01:13
167 Accountants in the Seams of Technology (feat. Liz Wilke) | #Economics

167 Accountants in the Seams of Technology (feat. Liz Wilke) | #Economics

Episode 167

FACULTY: Liz Wilke, PhD

CLASS: #Economics

TITLE: Accountants in the Seams of Technology

In this podcast episode, Scott interviews Dr. Liz Wilke, the Principal Economist at Gusto. They discuss a wide range of topics related to the economy, labor market, hiring practices, and the impact of artificial intelligence on the workforce. Liz provides valuable insights into consumer spending metrics and also offers advice for accountants. The episode concludes with a discussion about the advantages of offering 401k's.

  • Introducing Liz Wilke, PhD

  • Data available to Gusto and its significance for accountants and small businesses

  • Discussion of "Economy Explained"

  • A look at the current state of the economy

  • Discussion of the current labor market, its dynamics, and challenges

  • Scott and Dr. Wilke discuss international hiring strategies

  • Liz explains dissecting jobs as a way to adapt to changing economic conditions

  • The impact of Artificial Intelligence on jobs and the workforce

  • Scott and Dr. Wilke delve into various industries' struggle to find qualified employees

  • Changes in tipping practices and their economic implications are explored

  • Metrics on consumer spending are presented

  • Liz offers valuable advice for accountants on what to look out for in the current economic landscape

  • Finally, the advantages of offering 401k's are discussed, emphasizing their significance for businesses and employees alike

Shout Outs:

Gusto, Zapier, Scaling New Heights, Karbon, Square, Toast

Jul 26, 202354:56
166 (PX4) Competency: Creating Performance | #Varsity

166 (PX4) Competency: Creating Performance | #Varsity

Episode 166

FACULTY: Dave Olsen

CLASS: #VarsityTips

TITLE: People Experience Pt 4 (PX4) Competency: Creating Performance

In this podcast episode, Scott interviews “Coach” Dave Olsen from Nimbl for the fourth episode of the People Experience VarsityTips series. The episode covers strategies for reviewing employee performance, effective employee training methods, and approaches to fair and competitive employee compensation, including variable pay and benefits.

  • Introduction

  • Implementing performance agreements before hiring to align expectations and goals.

  • Regular check-ins to assess employee well-being and provide support as needed.

  • The role of leaders as multipliers in empowering and developing their teams.

  • Discussion of Radical Candor by Kim Scott

  • Strategies for reviewing employee performance, including constructive feedback and goal setting.

  • Effective employee training methods to enhance skills and knowledge.

  • Approaches to fair and competitive employee compensation, including variable pay based on performance.

  • The significance of providing employee benefits to attract and retain top talent.

  • Balancing work and lifestyle considerations to promote a healthy work-life integration.

  • Summarizing the key takeaways for creating an exceptional people experience within organizations.

Shout Outs:

Kenji, Matthew, Niks, GitLab, Gusto, Acuity, Radical Candor by Kim Scott

Jul 21, 202338:58
165 Arrested Development Accountant (feat. Sabrina Cook, CPA) | #SocialStudies

165 Arrested Development Accountant (feat. Sabrina Cook, CPA) | #SocialStudies

Episode 165

Accounting High is supported by our Booster Club

Thank you LiveFlow! LiveFlow - Advanced financial reporting on autopilot.  LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out:

https://www.liveflow.io/partnerships/accounting-high

Get 20% off for 3 months with promo code HIGH

FACULTY: Sabrina Cook

CLASS: #SocialStudies

TITLE: Arrested Development Accountant (feat. Sabrina Cook, CPA)

In this podcast episode, Scott interviews Sabrina Cook aka “Ira Gilligan”, a CPA, Tax Adviser, and Fractional CFO from North Carolina. They delve into Sabrina's journey and discuss her experience working with small businesses, transitioning to a new firm, and her online presence on Tax Twitter and her alter ego.

  • Introducing Sabrina

  • Sabrina's high school years.

  • Exploring Sabrina's college education

  • How Sabrina found her way into public accounting and began working with small businesses.

  • Scott and Sabrina discuss their personal journeys with ADHD

  • Tax Twitter and Sabrina's persona as Ira Gilligan.

  • How Sabrina navigated finding her first clients and the expansion into serving remote clients.

  • Developing processes and strategies for growth as the firm expands.

  • Sharing favorite online educators

  • Mindset shifts related to purpose, intention, and the delegation of tasks.

  • The importance of being open and authentic

Shout Outs:

Ryan Lazanis, Jason Staats, Will Hamilton, SmartPath, Nicole Davis, Lorilyn Wilson

Jul 19, 202301:12:59
164 Build a Practice that gives you more Money, Time, and Freedom (feat. Reza Hooda, FCA)

164 Build a Practice that gives you more Money, Time, and Freedom (feat. Reza Hooda, FCA)

Episode 164

Accounting High is supported by our Booster Club

Thank you G-ACCON - Check em out, 14 day free trial, go to accon.services 

FACULTY: Reza Hooda

CLASS: #GuidePosts

TITLE: Build a Practice that gives you more Money, Time, and Freedom 

In this episode, Scott interviews Reza Hooda, founder of Capture Accounting and the Profitable Accounting Community. They discuss Reza's book, "The Four Pillars," the journey of writing and publishing it, the parallels between Scott's and Reza's entrepreneurial journeys, the importance of intentionality and prioritizing health and routine, self-development, and much more.

Check out Reza's new book "The Four Pillars"

  • Scott introduces Reza aka The RZA

  • Discussion of Reza's book, "The Four Pillars," and the process of writing and publishing it.

  • Discussion of parallels between Scott's and Reza's entrepreneurial journeys and the challenges they have faced.

  • Exploring the journey of bringing Reza's book to the world and reaching a wider audience.

  • A typical day in Reza's life and his routines.

  • Discussion of the importance of intentionality, prioritizing health, and establishing effective routines.

  • Discussion about self-development.

  • Reza shares strategies for motivating and inspiring knowledge workers.

  • Reza talks about failures, difficulties, and roadblocks on his entrepreneurial journey.

  • Discussion on benefits of niche-ing down and how Reza has implemented it in his own businesses

  • The Turkish Barber story

  • Final thoughts and takeaways.

Shout Outs:

Drive by Dan Pink, Work Sucks by Kylie Resler, Atomic Habits by Simon Sinek, Ron Baker, Mark Wickersham, Patrick Langeoni, Victor Antonio, Tiagio Forte, Xero, Notion

Jul 17, 202301:07:50
163 (PX3) Coaching: Creating Leaders | #Varsity
Jul 13, 202336:32
162 How to Run an Accounting Practice (How to RAAP) Pt 1: Introducing the AH Textbook (feat. Terrell Turner, CPA)

162 How to Run an Accounting Practice (How to RAAP) Pt 1: Introducing the AH Textbook (feat. Terrell Turner, CPA)

Episode 162

Accounting High is supported by our Booster Club

Thank you LiveFlow! LiveFlow - Advanced financial reporting on autopilot.  LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out:

https://www.liveflow.io/partnerships/accounting-high

Get 20% off for 3 months with promo code HIGH

FACULTY: Terrell Turner

CLASS: #How2RAP

TITLE: How to Run an Accounting Practice (RAP) Pt 1: Introducing the Book

In this podcast episode, Scott interviews Terrell Turner, the Accounting High Librarian, for the first episode of "How to RAP." The episode explores the parallels between rap music and the accounting profession, discussing the need for accountants in the face of new technology and the importance of adopting a client-centric approach.

  • An introduction to the book and its relevance to the accounting profession.

  • The reveal of the book's title, which sets the stage for the discussion.

  • Drawing parallels between rap music and the accounting profession, highlighting the importance of storytelling and creativity.

  • Exploring the evolving role of accountants in the face of technological advancements and automation.

  • Bridging the gap between traditional management accounting and the new era of advisory services.

  • Strategies for helping clients and providing value-added advisory services.

  • The concept of looking at things differently to break free from the traditional "hamster wheel" of accounting, including the implementation of the Profit First model.

  • Reflecting on the initial proposal of value pricing and its impact on the accounting industry.

  • Terrell's personal experiences living in Germany and the birth of Cartoon Network, highlighting the effects of changing technology on various industries.

  • Examining the influence of TurboTax and other factors that have disrupted traditional accounting practices.

  • Exploring the connection between rap and accounting, emphasizing the importance of accountants who can speak to and resonate with their clients.

  • Learning from other "rappers" in the industry, drawing inspiration from their approaches and experiences.

Shout Outs:

Mike Michalowicz, Geni Whitehouse, Acuity

Jul 11, 202356:28
161 (PX2) Culture: Creating Core Virtues | #Varsity

161 (PX2) Culture: Creating Core Virtues | #Varsity

Episode 161

FACULTY: Dave Olsen

CLASS: #VarsityTips

TITLE: People Experience Pt 2 (PX2) Culture: Creating Core Virtues

In this podcast episode, Scott interviews Dave Olsen from Nimble for the second episode of the People Experience Varsity Tips series. This episode provides valuable insights into the importance of company culture, how it can be intentionally shaped, and the role of values, communication, and leadership in creating a positive and impactful work environment.

  • The understanding that every company has a culture, whether intentional or not.

  • Exploring the factors that influence company culture and how it manifests within an organization.

  • The question of where company culture starts and the role of leadership in shaping it.

  • The significance of defining and aligning mission, vision, and values to create a strong foundation for culture.

  • The process of gaining clarity on company culture and ensuring it is well-defined.

  • Exploring core values that contribute to a thriving company culture, such as integrity, workability, accountability, creating the future, positivity, commitment, and leading with impact.

  • Dave's personal journey in shaping his own values and how they have influenced his company's culture.

  • Differentiating between intentional and accidental cultures and the impact they have on the organization.

  • The importance of effective communication in fostering a positive company culture.

  • Strategies for connecting the team to the company's values and ensuring alignment.

  • The significance of time zone meeting culture in global teams and promoting effective communication.

  • Creating opportunities to consistently communicate and reinforce the company's vision.

Shout Outs:

Joe Woodard, Brandon Craig, Clay Christensen, Chris Janssen, How Will You Measure Your Life

Jul 07, 202341:27
160 Real Brand Authenticity (feat. Lorilyn Wilson, CPA) | #SocialStudies

160 Real Brand Authenticity (feat. Lorilyn Wilson, CPA) | #SocialStudies

Episode 160


Accounting High is supported by our Booster Club

Thank you LiveFlow

LiveFlow - Advanced financial reporting on autopilot.

LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out:

https://www.liveflow.io/partnerships/accounting-high

Get 20% off for 3 months with promo code HIGH


FACULTY: Lorilyn Wilson

CLASS: #SocialStudies

TITLE: Real Brand Authenticity

In this podcast episode, at the CPA Engage Earmark Mobile recording Studio, Scott interviews Lorilyn Wilson, of Mad Woman Media, and discusses the importance of authenticity in branding, navigating criticism and negativity, the role of colors in branding, the concept of Heater Media, drawing inspiration from Taylor Swift, the significance of creativity, embracing pivoting, and the value of personal connection in social media engagement.

  • Lorilyn Wilson, founder of Mad Woman Media, is introduced.

  • The discussion revolves around the significance of authenticity and the blending of personal and professional aspects.

  • Dealing with criticism and haters while staying true to oneself.

  • Exploring the role of colors in branding and creating a memorable identity.

  • Introducing the concept of Heater Media and its impact on marketing strategies.

  • Drawing inspiration from Taylor Swift and her song "Mad Woman" as a source of creative influence.

  • Emphasizing the need for dedicated time to foster creativity.

  • Discussing the process of pivoting and the challenges of the pivot stage in business.

  • Advocating for authenticity in social media posts and not hiding behind a brand.

  • Recognizing that people are at the core of branding, and the importance of social media engagement and avoiding outsourcing pitfalls.

  • Highlighting that the person behind the brand is the true essence of branding.

  • Encouraging individuals to embrace their authentic selves and be genuine in their endeavors.

Shout Outs:

FreshBooks, Tyra Banks, Kenji Kuramoto, Blake Oliver, David Leary, CPA Engage, Earmark, QuickFee

Jul 05, 202355:47
159 The Cluetrain Manifesto Conversation (feat. David Leary)

159 The Cluetrain Manifesto Conversation (feat. David Leary)

Episode 159

Accounting High is supported by our Booster Club

Thank you G-ACCON

Check em out, 14 day free trial, go to accon.services 

FACULTY: David Leary

CLASS: #GuidePosts

TITLE: The Cluetrain Manifesto Accounting Podcast Conversation

In this podcast episode, at the CPA Engage Earmark Mobile recording Studio, Scott interviews David Leary of the Cloud Accounting Podcast and delves into the Clue Train Manifesto, the power of decentralized education and communication, and the desire for human connection over corporate entities.

  • Exploring the Clue Train Manifesto and its significance in the digital landscape.

  • Reflecting on the early days of the internet and the emergence of the manifesto.

  • Recognizing the transformative power of the internet in facilitating decentralized education and communication.

  • Discussing how online communities and platforms like YouTube have enabled individuals to bypass traditional corporate channels.

  • Emphasizing the human connection aspect, where people prefer interacting with individuals rather than faceless companies.

  • Highlighting the fear companies have in engaging with the market and the importance of building communities to address concerns.

  • Learning from the failure of Southwest Airlines as an example of the consequences of not adapting to market demands.

  • Stressing the need for accountants to engage in meaningful conversations with their clients.

  • Acknowledging that without embracing change, others will seize the market opportunity.

  • Encouraging individuals to wake up, take action, and not wait for opportunities to come their way.

Shout Outs:

George Constanza, Blake Oliver, Cluetrain Manifesto, Xero, Intuit, Lean Startup, AICPA Engage, Earmark, QuickFee

Jul 03, 202342:35
158 (PX1) Course Curriculum: Creating a High Performance Virtuous Loop | #Varsity

158 (PX1) Course Curriculum: Creating a High Performance Virtuous Loop | #Varsity

Episode 158

FACULTY: Dave Olsen

CLASS:#VarsityTips

TITLE: People Experience Pt 1 (PX1) Course Curriculum: Creating a High Performance Virtuous Loop

In this podcast episode, Scott interviews Dave Olsen from Nimble for the first episode of the People Experience Varsity Tips series. This episode offers valuable insights into Dave's business journey, the offshore model, the significance of team and culture, and the key elements that contribute to a successful people experience within an organization.

  • Dave introduces the topics he will cover in the interview.

  • Dave's personal journey in building his business and the lessons he learned along the way.

  • The offshore model and how it can be a game-changer for businesses.

  • Shifting perspective to view workflow as a business and the transformative impact it had on Dave.

  • The realization that building a business can lead to the life one desires.

  • The importance of prioritizing the team over customers and building strong partnerships.

  • The formation of a partnership with a CAS (Client Accounting Services) firm.

  • Statistical insights into Dave's company, Nimble.

  • The purpose of the course and the milestones set to achieve success.

  • The significance of tracking outcomes and measuring progress.

  • Defining leadership and the role it plays in creating a vision for the future.

  • Having faith in oneself and embracing principles from books like "Think Like a Monk"

  • The importance of designing company culture and aligning it with employees.

  • The role of tools and training in supporting employees' growth and success.

  • Defining performance and how it contributes to employee satisfaction and motivation.

  • Employee compensation and the opportunities provided for learning and personal development.

  • A preview of the upcoming episodes in the People Experience series.

Shout Outs:

Brandon Craig, Clay Christensen, Nimble, Expensify, Jay Shetty

Jun 30, 202353:58
157 Teaching Accounting Soft Skills: From CAS to ASS (feat. John Nevel, CPA)

157 Teaching Accounting Soft Skills: From CAS to ASS (feat. John Nevel, CPA)

Episode 157

Accounting High is supported by our Booster Club Thank you ⁠G-ACCON⁠ Check em out, 14 day free trial

go to accon.services 

CLASS: #PeerReview FACULTY: John Nevel, CPA & Jason Ackerman, CPA  SPONSOR: G-ACCON TITLE: Teaching Accounting Soft Skills: From CAS to ASS

About this episode: In this episode of Accounting High, Scott and Jason interview John Nevel, co-founder and CEO of Compass East. a Nashville-based accounting firm. John shares his journey to Nashville, how he founded his firm, and the challenges he faced while growing it. He also talks about the importance of bridging the GAAP and the services provided by his firm. John goes into detail about his firm's pricing strategy and how they decide on fees, including tips for raising fees. He shares what he would have done differently if he could go back in time and how he spends time training his employees. The discussion also covers topics such as vetting clients, dealing with different personality types, and managing a virtual workspace. John shares his excitement for the future of his company and offers valuable advice for firm owners. Don't miss this informative episode!


Jun 28, 202301:07:25
156 Let Your Vision Guide Your Mission on Purpose (feat. Joe Woodard)

156 Let Your Vision Guide Your Mission on Purpose (feat. Joe Woodard)

Episode 156

FACULTY: Joe Woodard

CLASS: #GuidePosts

TITLE: Let Your Vision Guide Your Mission on Purpose 

In this podcast episode, Scott interviews Joe Woodard of Scaling New Heights, CEO of Woodard. The episode covers valuable insights into the accounting industry's evolution, the significance of industry events, the importance of differentiation and branding, and Joe Woodard's experiences and perspectives throughout his career.

  • Joe shares his personal story of how he entered the accounting field.

  • The early days of cloud technology and Joe's experience in starting a consulting practice.

  • Origin stories and development of QuickBooks Connect and Scaling New Heights conferences.

  • Joe's role as a certified professional for Intuit and his contributions to the industry.

  • The purpose and significance of Scaling New Heights as an event for accounting professionals.

  • The dynamics and competition between Xero and Intuit in the accounting software market.

  • Comparing the approaches of AICPA Engage and Scaling New Heights.

  • Reflection on the relevance and necessity of the CPA license in the modern accounting landscape.

  • The importance of differentiation in building a successful accounting practice.

  • Defining and aligning purpose and vision to drive growth and success.

  • The role of personal branding and using one's name as a business identity.

  • Parting wisdom from Joe, emphasizing the importance of not wasting time with non-ideal clients or situations.

Shout Outs:

Dave Barrett, Expensify, Doug Slater, Scaling New Heights, SleeterCon, QuickBooks Connect, Intuit, Xero, Rod Drury, AccountX, Engage, Simon Sinek, Jack Sergeant

Jun 26, 202346:43
155 High Impact through Comedy, Technology, & Advisory (feat. Geni Whitehouse, CPA)

155 High Impact through Comedy, Technology, & Advisory (feat. Geni Whitehouse, CPA)

Episode 155

Accounting High is supported by our Booster Club

Thank you LiveFlow

LiveFlow - Advanced financial reporting on autopilot.

LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out:

https://www.liveflow.io/partnerships/accounting-high

Get 20% off for 3 months with promo code HIGH

FACULTY: Geni Whitehouse

CLASS: #CoolKids

TITLE: High Impact through Comedy, Technology, & Advisory (feat. Geni Whitehouse, CPA)

In this podcast episode, Scott interviews Geni Whitehouse, the founder of The Impactful Advisor. The episode delves into Geni's journey in the accounting profession, her experiences in the industry, and her fusion of comedy and accounting, the importance of finding one's passion and purpose, and niche expertise.

  • Geni shares her early experiences in high school and the challenges she faced.

  • The story of how Scott and Geni first met and connected.

  • Geni's move to California and her introduction to accounting and the cloud.

  • Her college years and her exploration of programming.

  • Working at Deloitte and gaining valuable experience in the industry.

  • Geni's decision to leave Deloitte and pursue a new job in Atlanta.

  • Joining Sage and discovering her comedic talents and how to incorporate them into her work.

  • Exploring the world of accounting comedians and finding inspiration.

  • How comedy opened up a whole new world for Geni and influenced her approach to her niche.

  • Designing her own life by aligning her passion and purpose.

  • The "basset hound" analogy for living one's best life and finding personal fulfillment.

  • Geni's authenticity and leveraging her strengths to make a difference.

  • Scott's journey in embracing his inner "basset hound."

  • The story behind Scott writing the new rap before going to Vegas.

  • A discussion about the new rap and the process of recording a music video in Vegas.

Shout Outs:

Deloitte, Avalara, Sage, Peachtree, PeopleSoft, Division Software, Jason Staats, Greg Kyte, Ron Baker, Craig Underhill, Joe Woodard, MentorPlus

Jun 23, 202301:11:10
154 Stop Disrespecting the Accounting Game (feat. James Heyward, CPA)

154 Stop Disrespecting the Accounting Game (feat. James Heyward, CPA)

Episode 154

Accounting High is supported by our Booster Club

Thank you G-ACCON

Check em out, 14 day free trial, go to accon.services 

CLASS: #PeerReview

FACULTY: James Heyward, CPA & Jason Ackerman, CPA 

TITLE: Stop Disrespecting the Accounting Game

In this episode of Accounting High, hosts Scott and Jason interview James E Heyward CPA, CGMA. James shares his story of how he got into accounting, the advantages of not studying accounting in college, and his journey in starting his own firm. He also gives advice on scalability, hiring employees, adopting the cloud, and transitioning to higher profitability. Additionally, James discusses the importance of diversity in accounting and shares his own podcasts. This episode is packed with insights and valuable advice for both accounting professionals and firm owners.

Interview:

  • James shares how he got into accounting and his background

  • Scott raps

  • James talks about his left turn back into accounting, getting his CPA license, and starting his firm

  • Discussion on mixing passion with purpose and the advantages of not studying accounting in college

  • Tips on scalability and hiring employees, including adopting the cloud and using Xero

  • Discussion on the fear and overconfidence of some accountants and the importance of paying them what they're worth

  • Advice for firm owners, including transitioning to higher profitability and promoting diversity in accounting

  • James also talks about his own podcast

Shoutouts:

Jun 21, 202301:06:18
153 Leading with LinkedIn and Loving It (feat. Ashley Leeds) | #SocialStudies

153 Leading with LinkedIn and Loving It (feat. Ashley Leeds) | #SocialStudies

Episode 153

Accounting High is supported by our Booster Club

Thank you LiveFlow

LiveFlow - Advanced financial reporting on autopilot.

LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out:

https://www.liveflow.io/partnerships/accounting-high

Get 20% off for 3 months with promo code HIGH

FACULTY: Ashley Leeds

CLASS: #SocialStudies

TITLE: Leading with LinkedIn and Loving It 

In this podcast episode, Scott interviews Ashley Leeds, a LinkedIn coach, who shares valuable insights and tips for leveraging LinkedIn effectively. The episode covers various aspects of LinkedIn, including audience targeting, engagement strategies, real-life networking, and the benefits of using the platform.

  • Ashley recalls his journey to LinkedIn when traditional training options were unavailable.

  • They go over the reasons why LinkedIn is a valuable platform for professionals.

  • They discuss the importance of narrowing down your audience on LinkedIn

  • They talk about strategies for increasing engagement on LinkedIn and building meaningful connections.

  • They discuss the role of in-person meetings and real-life networking in complementing online LinkedIn interactions.

  • They look at the statistics of content creation on LinkedIn.

  • They explore engagement statistics and the impact of active participation on LinkedIn.

  • Ashley shares his insights on personal branding and the use of colors to create a memorable presence on the platform.

  • Ashley gives tips for optimizing your LinkedIn profile

  • Ashley talks about being a LinkedIn trainer

  • Ashley and Scott discuss strategies for scheduling LinkedIn activities, tracking habits, and creating positive dopamine hits.

  • Ashley shares a LinkedIn habit for the audience to start today

Shout Outs:

Linkedin, Quickbooks

Jun 15, 202301:09:49
152 How to Run a Practice Differently than the Traditional CPA Firm (feat. Catherine Tindall, CPA)

152 How to Run a Practice Differently than the Traditional CPA Firm (feat. Catherine Tindall, CPA)

Episode 152

Accounting High is supported by our Booster Club

Thank you LiveFlow

LiveFlow - Advanced financial reporting on autopilot.

LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out:

https://www.liveflow.io/partnerships/accounting-high

Get 20% off for 3 months with promo code HIGH

FACULTY: Catherine Tindall

CLASS: #PeerReview

SPONSOR: LiveFlow

TITLE: How to Run a Practice Differently than the Traditional CPA Firm

In this episode of Accounting High, Scott and Jason Ackerman interview Catherine Tindall, CPA, who shares her insights on the importance of aligned values in a firm, and how her experiences working with her parents and husband have shaped her approach to collaboration and partnership. She also discusses her firm's focus on personality types for hiring and working with clients, and the challenges and benefits of niche-ing in compliance. Tune in to this episode for valuable advice on firm ownership and building connections through social media.

  • Catherine shares her journey to becoming an accountant and the influence of her parents' accounting practice.

  • The hosts and Catherine discuss the importance of personalities in hiring and working with clients.

  • They also talk about the dynamics of partnerships and the benefits of having aligned values.

  • Catherine shares her experience of starting her own firm and provides advice for firm owners.

  • The conversation ends with a discussion on the role of social media in connecting with clients.

  • Scott and Jason wrap up the podcast with Catherine’s advice to firm owner and her socials.

Shoutouts:

Jun 14, 202301:01:40
151 Systematize your Firm to Gain Perspective on Purpose (feat. Ryan Lazanis, CPA)

151 Systematize your Firm to Gain Perspective on Purpose (feat. Ryan Lazanis, CPA)

Episode 151


Accounting High is supported by our Booster Club

Thank you G-ACCON

Check em out, 14 day free trial

go to accon.services 


FACULTY: Ryan Lazanis, CPA

CLASS: #GuidePosts

TITLE: Systematize your Firm to Gain Perspective on Purpose

In this podcast episode, Scott interviews Ryan Lazanis, founder of Future Firm. Scott and Ryan offer valuable insights and strategies for accountants and entrepreneurs looking to find balance, purpose, and success in their professional lives, emphasizing the importance of prioritizing happiness, leveraging time and resources effectively, and embracing progress and innovation to thrive in the accounting industry.

  • Reviewing the ABC Tournament and its impact on productivity and focus.

  • The importance of taking an email detox to reduce distractions and improve mental well-being.

  • Finding a healthy balance between work and home life to prioritize happiness and fulfillment.

  • Identifying the point, purpose, perspective, and prize in one's professional and personal pursuits.

  • Exploring the relationship between time, money, and happiness, and determining the ideal balance.

  • The role of accountability in setting and achieving goals, both personally and professionally.

  • Leveraging higher leverage tasks to maximize productivity and impact.

  • Understanding the two states of an entrepreneur: operating as a solo practitioner or scaling the business.

  • The significance of systematizing your firm to improve efficiency and streamline operations.

  • Repricing strategies and the power of email marketing in attracting and retaining clients.

  • Capacity planning and effectively managing workload to avoid burnout and maintain quality service.

  • Developing a plan of action to transition out of the firm and step into a visionary role.

  • Ryan's personal journey in finding his purpose and being driven by frustration with the accounting profession.

Shout Outs:

Jason Staats, Blake Oliver, Brandon Poe, Tim Ferris, Enrico Palmerino, Joe Woodard, BotKeeper, Future Firm, Xen Accounting, Thrival

Jun 12, 202301:04:52