Accounting High: Sophomore Year

Episode 205 FACULTY: Kelly Rohrs, CPA the Tax Slayer CLASS: #SocialStudies In this episode, Scott interviews Kelly Rohrs, CPA, also known as Tax Slayer and co-host of the Zero to Millions Podcast. Kelly shares her journey, from her first accounting job to starting her own brand. The conversation covers topics such as balancing motherhood with being an accountant, leveraging LinkedIn, her accounting firm, changing traditional practices, the Zero to Millions Podcast, and insights on the current state of tax and accounting. Shout Outs: Katie Thomas, Bilal Mehanna, Blake Oliver, TaxDome, Lacerte, Ignition Chapters: 01:34 Introduction 02:06 Kelly's Story 05:41 First Accounting Job 09:02 Starting Her Brand 12:04 Being a Mom and an Accountant 15:45 Cultivating Linkedin 19:03 Kelly's Firm 24:05 Changing the Old Ways 28:56 From Zero to Millions Podcast 32:09 The State of Tax and Accounting 36:52 Parting Advice Connect With Us On Linkedin! Kelly Rohrs https://www.linkedin.com/in/kellyrohrs/ Scotty OKR Scarano https://www.linkedin.com/in/scottscarano/ Accounting High https://www.linkedin.com/company/accounting-high/ https://www.accountinghigh.com/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Episode 204 FACULTY: Mike Manalac, CPA CLASS: #TheGuide In this episode, Scott interviews Mike Manalac, CPA, Accounting Manager at Google. Mike shares his journey from working at Walmart.com to his current role at Google, highlighting experiences and lessons learned along the way. The conversation delves into topics such as work-life balance, the transition from public accounting to industry, creating resources for professionals in similar transitions, and making accounting more engaging and appealing to a broader audience. Shout Outs: Eminem, Greg Kyte Chapters: 01:26 Introducing Mike 07:12 Working at Walmart.com 10:50 Working at Google 13:50 Learning How to Balance Fun 15:56 A Long Commute 18:18 Making Resources for Going from Public to Industry 29:59 Mike's Content 31:43 The Uprising 39:52 Making Accounting Cool 41:55 Getting Accountants out of their Shells 49:40 Final Thoughts Connect With Us On Linkedin! Mike Manalac https://www.linkedin.com/in/mikemanalac/ Scotty OKR Scarano https://www.linkedin.com/in/scottscarano/ Accounting High https://www.linkedin.com/company/accounting-high/ https://www.accountinghigh.com/ Tags: accounting profession, CPA exam, industry jobs, public accounting, overworked accountants, underpaid accountants, accounting stereotypes, next generation accountants, accounting uprising, AICPA, 150-hour rule, higher education, Big Four, remote work, accounting skills, competitive advantage, dream job, Google, LinkedIn content, creative accountants --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Episode 203 FACULTY: Andrea MacDonald, CPA CLASS: #Shoperations In this podcast episode, Scott interviews Andrea MacDonald, CPA, and CEO of Pro Tax & Accounting LLC. Andrea shares insights into her journey of starting and growing her accounting practice, highlighting key milestones, challenges, and successes along the way. From the inception of her practice to firm acquisitions and mergers, Andrea discusses her experiences in building and managing a successful accounting firm. The conversation also touches upon topics such as growth goals, hiring strategies, leveraging technology and community, cultivating positive habits, overcoming challenges, and future plans. Shout Outs: Micheal Ly, Sharron at Pro Tax & Accounting LLC, QuickBooks, FreshBooks Chapters: 01:23 Introducing Andrea 04:52 Starting Her Practice 07:42 Firm Stats in the Early Years 11:11 Firm Acquisition 12:20 Growth Goals 14:52 Handling a 1 Million Dollar Firm 16:59 Hiring Her Son 20:13 The Big Merger 23:48 Apps and Community 30:16 Positive Habits 32:36 Hard Times 35:04 What's Next for Andrea? 36:26 Parting Advice 37:11 Andrea Getting Out of the Way Connect With Us On Linkedin! Andrea MacDonald https://www.linkedin.com/in/andrea-macdonald-cpa-ctc-4704042b/ Scotty OKR Scarano https://www.linkedin.com/in/scottscarano/ Accounting High https://www.linkedin.com/company/accounting-high/ https://www.accountinghigh.com/ Tags: accounting career, firm growth, million-dollar practice, accounting acquisition, firm merger, accounting franchise, service-based businesses, profitability challenges, eos implementation, virtual team, bookkeeping management, family employees, accounting partnerships, app community, accounting conferences, public speaking, positive mindset, business pivots, vision planning, client delegation --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Episode 202 FACULTY: David Bergstein, CPA CLASS: #TheGuide In this episode, Scott interviews David Bergstein, a CPA, covering various aspects of David's journey in accounting and his insights into the profession from his decades of experience. They discuss topics such as the relevance of becoming a CPA for young people, marketing strategies for accounting firms, the future of the accounting profession including automation and remote firms, strategies for firm growth, and the bright future ahead. Shout Outs: Ed Mendlowitz, Roman Kevchak, Randy Johnson, Randy Crabtree, BotKeeper Conference, Prime Global Conference, BKR Conference, QBO, Xero, Sage, Zoho Chapters: 02:53 How Dave got into Accounting 06:40 What Dave Does Now 08:38 Pickleball 09:01 Introducing Accounting in the Classroom 11:38 Should Young People Become CPAs? 15:53 Marketing and Positioning 18:34 The Future of Accounting 20:37 Do You Need to Hire A CPA or Not? 22:26 Automation 23:44 Remote Firms 28:58 Firm Growth 31:57 The Future is Bright 36:41 Dave's Future Plans 39:19 Choosing Software 42:20 Conclusion Connect With Us On Linkedin! David Bergstein https://www.linkedin.com/in/davidbergstein/ Scotty OKR Scarano https://www.linkedin.com/in/scottscarano/ Accounting High https://www.linkedin.com/company/accounting-high/ https://www.accountinghigh.com/ Tags: fiscal doctor, accounting advisor, marketing positioning, millennial mindset, hiring CPAs, remote firms, accounting automation, firm growth, pickleball enthusiast, continuing education, FBI aspirations, IRS agent, choosing software, accounting future, accounting publications, professional services, accounting deadlines, accounting professor, career advice, accounting excitement --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Episode 201 FACULTY: Karen Reyburn, CPA CLASS: #SocialStudies In this podcast episode, Scott interviews Karen Reyburn, CPA, and owner of We are PF. Karen talks about building her brand and business, highlighting the importance of authenticity, creativity, and adaptation in the evolving landscape of accounting and business consulting. From the origins of her brand colors to her approach to social media marketing, Karen provides valuable lessons and experiences that resonate with entrepreneurs and professionals alike. Shout Outs: We are PF Chapters: 00:00:00 Introduction 00:06:51 Being Unique by Being Yourself 00:09:26 Origin of the Brand Colors 00:20:49 Social Media Creativity 00:30:39 Makeup of the Business 00:32:08 Karen's Author Journey 00:48:23 The Second Book 00:50:36 Pivoting with Clients and then Losing Them Connect With Us On Linkedin! Karen Reyburn https://www.linkedin.com/in/karenlreyburn/ We are PF https://wearepf.com/ Scotty OKR Scarano https://www.linkedin.com/in/scottscarano/ Accounting High https://www.linkedin.com/company/accounting-high/ https://www.accountinghigh.com/ Tags: accountant marketing, building accounting brand, branding for accountants, creative accountants, marketing coaching, Scottish accountants, CPA creativity, accounting firm culture, accounting niches, ideal clients, business growth, author insights, self-publishing books, accounting industry, audience focus, brand colors, brand identity, marketing strategy, entrepreneurial mindset, business pivots --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message