The Good, The Bad, and The Ugly Accounting Podcast

What would you do if you were just starting a firm from scratch? What would your tech stack look like? Would you hire an employee, offshore? On this episode Lorilyn walks through this scenario with Kane Polakoff, currently at CohnReznick, but who started the CAAS practice at UHY and grew it to over 100 employees in under 4 years. A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Kane Polakoff : LinkedIn: https://www.linkedin.com/in/kanepolakoff CohnReznick: https://www.cohnreznick.com/people/kane_polakoff Connect with Lorilyn Wilson : Twitter: https://twitter.com/LorilynWilson TikTok: https://www.tiktok.com/@thenotspicyaccountant LinkedIn: https://www.linkedin.com/in/lorilynacrum ________________________________________________ Full transcript available upon request

On this episode Lorilyn talks with Amanda Wilkie, from Boomer Consulting. Amanda gets into the "ugly" she has seen in firms, when they are slow to adapt to technology changes. She also explores some bad decisions firms make that hurt their growth, and provides some solutions for making better decisions. A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Amanda Wilkie : LinkedIn : https://www.linkedin.com/in/amanda-wilkie-pmp Bommer Consulting : https://www.boomer.com/amandawilkie Connect with Lorilyn Wilson : Twitter : https://twitter.com/LorilynWilson TikTok : https://www.tiktok.com/@thenotspicyaccountant ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with : Randy Johnston : Website : https://www.randyjohnston.com/ Company : https://www.k2e.com/ Connect with Lorilyn Wilson : Twitter : https://twitter.com/LorilynWilson TikTok : https://www.tiktok.com/@thenotspicyaccountant ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Yvonne Scott : LinkedIn: https://www.linkedin.com/in/s-yvonne-scott-714b3a10/ Connect with Lorilyn Wilson : Twitter : https://twitter.com/LorilynWilson TikTok : https://www.tiktok.com/@thenotspicyaccountant ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara! HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Nayo Carter-Gray: LinkedIn: https://www.linkedin.com/in/nayocartergray/ Learn more about 1st Step Accounting: Website: http://1ststepaccounting.com Connect with Lorilyn Wilson : Twitter: https://twitter.com/LorilynWilson TikTok: https://www.tiktok.com/@thenotspicyaccountant ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Gabby Luoma : LinkedIn: https://www.linkedin.com/in/gabrielleluomacpa Twitter : https://twitter.com/gabrielleluoma MOD Ventures : https://modventuresllc.com/ Connect with Lorilyn Wilson : Twitter : https://twitter.com/LorilynWilson TikTok : https://www.tiktok.com/@thenotspicyaccountant ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara Get free resources and learn more about National Fire Some Clients Day https://convergencecoaching.com/event/national-fire-some-clients-day/ HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Jen Wilson: LinkedIn: https://www.linkedin.com/in/jenniferwilsonprofile/ https://convergencecoaching.com/ Connect with Lorilyn Wilson : https://twitter.com/LorilynWilson ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Learn more about Tallyfor : https://www.tallyfor.com/ https://twitter.com/tallyfor Connect with Peter Wen: https://www.linkedin.com/in/peterwen Connect with Lorilyn Wilson : https://twitter.com/LorilynWilson ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Geni Whitehouse: https://www.linkedin.com/in/evenanerd/ Connect with Lorilyn Wilson : https://twitter.com/LorilynWilson ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Nicole Davis, CPA, MBA LinkedIn: https://www.linkedin.com/in/nicoledaviscpa Twitter : https://twitter.com/wifemomcpa100 Website: https://www.bd-accounting.com/ Connect with Lorilyn Wilson : https://twitter.com/LorilynWilson ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara. HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Staying Relevant & Current https://www.sjsu.edu/people/annette.nellen/website/Staying_Relevant_Nellen.pdf Connect with Annette: https://www.linkedin.com/in/annette-nellen-7448824/ https://www.sjsu.edu/people/annette.nellen/ http://www.21stcenturytaxation.com/ Connect with Lorilyn Wilson : https://twitter.com/LorilynWilson ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Shayna Chapman : https://shaynaco.com https://twitter.com/shaynacpa Connect with Lorilyn Wilson : https://twitter.com/LorilynWilson ________________________________________________ Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Donny Shimamoto: https://twitter.com/donnyitk https://www.linkedin.com/in/donnyitk Connect with Lorilyn Wilson : https://twitter.com/LorilynWilson ________________________________________________- Full transcript available upon request

A WORD FROM OUR SPONSOR Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara HOW TO EARN FREE CPE In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate. Download the app: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728 Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app Questions? Need help? Email support@earmarkcpe.com. Connect with Dan Luthi : https://twitter.com/danluthi Dan's Linkedin Connect with Lorilyn Wilson : https://twitter.com/LorilynWilson ________________________________________________- Full transcript available upon request

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