Accounting High

Episode 51 | Recorded January 24, 2022 In this episode, Jason and Scott are joined by Shane Mason, CPA/PFS, CFP®, CPWA® to talk about mustaches, method acting, and the mastery of the myriad letters behind his name. * The obsession with credentials * Shane’s accounting adventure – from education to letter collecting * Nish? Neetch? Nitching? Niched? (We still aren’t sure) * Moving from PwC to NY vi...

thank you LiveFlow, visit liveflow.io/sons and get 20% off for 3 months with promo code SONS Niks breaks down perfectionism in an accounting firm... Perfectionism is often defined as the need to be or appear to be perfect, even to believe that it's possible to achieve perfection. It is typically viewed as a positive trait rather than a flaw. People may use the term healthy perfectionism to describ...

Episode 50 | Recorded January 21, 2022 Today, we’re talking about the Artist Formerly Known as π (PI) … Guy Pearson, CEO of Ignition, about all the personal and professional goings-on in his world – marriage, funding rounds, rebranding, moving, and achieving a puppy, and what's ahead for Ignition.   Visit Ignition: https://www.ignitionapp.com/  Connect with Guy: https://www.linkedin.com/in/guy...

BONUS to Season 2 Episode 17  Thanks to our sponsor, BooksTime! Visit bookstime.com/accountants We’ve got a bonus ep today – Happy One-Year-iversary to Sons of CPAs! Today, we’re going to review our firms to see what went right, wrong, or other, and what we’re going to change. this is the first solo "Scott + Ackerman" episode since Season 1 Episode 1 ... get ready for some time shits  *...

Episode 50 | Recorded January 17, 2022 this episode is sponsored by Xero. beautiful business. The Sons are honored and privileged to have THE Ron Baker on our podcast today. Scott can now drop his mic and slowly back away. Getting into the “spirit” of things, Ron talks about the real soul of enterprise, the spiritual v. physical, why timesheets are not useful, how Ron found his footing in the CPA...

BONUS - Rebroadcast of Episode 65 of The Unique CPA ...and it is “pure vaporware” Randy and Scott have a great time talking about everything under the sun, from beer and other methods of “relaxation,” to one of the key tenets of The Unique CPA : The changing face of public accounting, which also happens to be a heavy focus of this show. Check out The Unique CPA Podcast at https://tri-merit.com/pod...

liveflow.io/sons get 20% off for 3 months with promo code SONS welcome to the first of many in our Product series… this isn’t an ad, maybe you can call it an infomercial… but we call it #NiksTips on Products shout out to all our AVPs (app vendor partners)

Episode 48 You bring the snacks; Jason’s got the Staats ... and the experience to talk about creativity, community, and life in the CPA world. Over the past some years, In addition to YouTube stardom, Jason has been a staff accountant, tax preparer, principal at Brenner & Company LLP, and is a member of the Gusto Partner Advisory Council. ... there's a post-easter egg at the 45min mark #CP...

Episode 47 | Recorded January 10, 2022  Today we’ll learn about Jody Grunden’s CPA journey and how his firm went from $0 in 2002 to $9 million plus in 2022. By taking the non-traditional route in accounting – combining vision and integration to form a biz model that really, really works - Summit CPA Group is a shining example what TO do!  shout out to our sponsors this week; Xero and Gusto's P...

shout out to EMINƎM https://youtu.be/_kQBVneC30o One of Niks Core Values at Momentum is GSD, Get Shit Done. Core Values defined, are  a set of fundamental beliefs, ideals or practices that inform how you conduct your life, both personally and professionally . Businesses can also have and maintain core values. These can help an organization determine how to allocate resources, make important d...

Episode 46 | Recorded January 3, 2022   Dawn Brolin, a self-proclaimed number-splatter expert, has a heart of gold, but she’s also the hammer. She’s about providing the most effective service possible. If clients won’t hold up their end of the bargain, she’s not afraid to fire them.   • Dawn's penned two books, The Designated Motivator and The Designated Motivator for Accountants   • What’s ni...

Productization definition from Investopedia: The process of developing or altering a process idea, skill or service to make it marketable for sale to the public. Productized services can also be packaged and offered as subscription-based services. shout out to our sponsor this week, Gusto to learn more about Productizing Advisory, check out Gusto’s people advisory training and get certified at gus...

Episode 45 | Recorded January 3, 2022 Shout out to our sponsors; Clockwork.ai and Botkeeper Alright, alright, alright ... This week, we’re talking to the Matthew McConaughey of Accounting, it's Byron Patrick, CPA. Byron’s career started with a cool-ass high-school accounting teacher shout out to HeimLantz CPA, F. Carter Heim and Thomas J. Lantz Byron has branded himself, literally, with a CPA...

shout out to our sponsors this week: Xero ... the Sons of CPAs love Xero, if you couldn't tell Gusto’s People Advisory Training… go to gusto.com/training and enter Code Sons100 at checkout and you’ll get $349 off and some CPE! in this episode, we talk about positioning yourself and your accounting firm in the market #NiksTips for a good Positioning Statement identifying who you want to work with,...

Episode 44 | Recorded December 31, 2021 shout out to our sponsors Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win Clockwork.ai … check it out for a shot at $100 this week we have on the power couple, Nicole Davis, CPA and J W Davis ... founders of  Butler-Davis Tax & Accounting, LLC  based out of Atlanta, GA   In th...

shout out to our newest sponsor LiveFlow, get 20% off your first 3 months with code SONS at LiveFlow.io/sons Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win #5minLy where Michael Ly and Scott Scarano discuss running their modern accounting firms with some some choice topics from Karbon Magazine  this week's article...

Recorded on 2.22.22 …Happy TwosDay! Today we’re talking about Tech Partners… “I'm just pleased to participate in this podcast production pertaining to particular peculiarities of partnership.” Kenji people shout outs: Kenji, Niks, Scott, Joel Lacayo, Pat Perez, Michael Ly, Rod Drury, Matthew, tech partner shout outs: Xero, Relay, QuickBooks, CollBox, Gusto, ADP, Digits, Drizly

Sons of CPAs Podcast Episode 43 | Recorded December 27, 2021 Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win shout out to our newest sponsor LiveFlow, LiveFlow.io/sons let’s count all the pop culture references in this episode that's really about the business of running an accounting firm: Drew Carrick aka The Rappi...

Sons of CPAs Podcast Bonus Drop, #NiksTips + on Partners Pt 1 Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win The Valentines Threesome feat. Nikole Mackenzie, CPA , scott scarano, ea 🥶😈 & Kenji Kuramoto “the best partnerships are when both sides feel like they got the better end of the deal” - K²  Kenji Kuram...

Episode 42 | Recorded December 20, 2021 LinkedIn’s Cutest Accountant (feat. Michael Eckstein, EA ) subscribe to Michael's newsletter here: https://restingbusinessface.com/ shout out to our sponsors this week: Clockwork and Xero Zachary Call, CPA ’s only takeaways this episode: “some things just stick” “roll with it” scott scarano, ea 🥶😈 ’s takeaways this episode: “when you’re a one-person-sh...

…Proposal Softwares to be more specific Sons of CPAs Bonus episodes where Nikole “Niks” Mackenzie and Scott Scarano share a small but useful piece of practical advice as it relates to running their professional accounting firms. This episode is brought to you by the letter P… today we’re going to discuss delivering Proposals for your accounting firm and the Proposal Platforms that we’re both on, I...

Episode 41 Shout out to our sponsors this week: Clockwork and Xero Seeya next week

Season 2 Episode 9 Bonus Sons of CPAs Bonus episodes where Nikole “Niks” Mackenzie and Scott Scarano share a small but useful piece of practical advice as it relates to running their professional accounting firms. This episode is brought to you by the letter P… these bonus episodes are deep dives into topics that start with the letter P, and it’s a little different than our regular episodes Pods a...

Episode 40 | Recorded November 22, 2021 Real Life in the Accounting Profession (feat. Rita Keller) Shout out to our sponsors this week: Xero and Gusto Some of Rita's Wonderful Quotes: “I blog about CPA firm management, I've blogged every business day for nearly 17 years. The content out there is, and then I've got it, you know, by category.” “our partners, I think did it the right way....

2day is Twosday 2.22.22 happy 2sday, brought to you by the number 2 ... we present 2 you, part 2 of #NiksTips on Podcasts Sons of CPAs Podcast bonus episode drop feat. Nikole Mackenzie, CPA and scott scarano, ea 🥶😈 shout out to all the co-hosts Jason Ackerman, CPA, CFP®, CGMA 🔥 Michael Ly and Zachary Call, CPA mini show notes: 2 if you want to see the Pop! Cover Art that corresponds to the epis...