Accounting High

Episode 39 | Recorded November 15, 2021 A Balanced Futurist (feat. Donnamaree Ryder , CEO) tania.ai "everyone can look back, but the actual Magic is when you're able to look forward and start to forecast what things might look like in your business" Donnamaree Ryder And a very special thank you to our Sponsors this week: Gusto & Xero

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 this one's a 2 parter... on Podcasts 3 shout out to AICPA Engage, best conference of the year 2021 5 Marcus Mire, Make it Count Podcast 9 Ryan Lazanis, Future Firm...

Episode 38 Author of What’s Your And | whatsyourand.com | Recorded November 8, 2021 Shout out to our sponsors this week: Xero and Gusto Zachary’s Takeaways Water cooler talk is not enough. You must go deeper with your team. Your people are far more important than your clients. Harness the energy within everyone and bring it into the organization and allow it to cultivate. People, clients, and staf...

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 we do not rise to the level of our goals.   we fall to the level of our systems and processes. #NiksTips on Processes

Episode 37 The Evolution of Finance…as a Service (feat. Dan Gertrudes, CEO) | Co-Founder of GrowthLab FaaS | growthlabfinancial.com | Recorded November 8, 2021 Shout out to our sponsors this week: Gusto's People Advisory and Karbon “I didn’t fail out of the school of hard knocks, I’m still getting schooled in that school, it’s a hard knock life that we live…that’s the moral of this story” 0-10...

Sons of CPAs bonus episode where Niks and Scott share a small, but useful piece of practical advice as it relates to running their professional accounting firms.  Today we're talking about Payroll with, Ms. Nikole Mackenzie of Momentum Accounting.  let's talk about payroll...  

Episode 36 Shameless Edutainment (feat. Michael Kravshik, CPA and CA) | Co-Founder of LumiQ | lumiqlearn.com | Recorded November 1, 2021 Shout out to our sponsors this week: Botkeeper and Reach Reporting Some Notes: the amalgamation of CA CMA and CGA in Canada (sup Brian Clare) impressive vs. weird vs. unique CPAs, Jews, doctors, lawyers, and auditors financial auditors and tax auditors “you need...

#NiksTips on Priorities… 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 Maslow’s Hierarchy of an Accounting Firm ***shout out to Mike Michalowicz and his book Fix This Next*** Physiological Needs = Sales & C...

Episode 35 The Intersection of a Tax Tech Transformation (feat.  Peter Wen , CEO) Peter Wen, CEO | Tallyfor Shout out to our sponsors this week: Relay Financial and TaxBandits in some ways #accounting is a past-oriented field, and #finance is the cousin looking towards the future... "I look to the past to learn and I look to the future to earn" What does it mean to be a change agent? Whe...

NiksTips on Planning… 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 planning, properly, piece, practical, professional, put, power, problem, per, part, projected, pipeline, projection, processes, particul...

Episode 34 The Savior is Synonymous with Finance and Operations (feat.  Fady Hawatmeh , CEO) Clockwork .ai Shout out to our sponsors this week: TaxBandits  and  Reach Reporting 5 having that entrepreneurial spirit at the ripe age of 12 6 what did you learn working for Boeing that you can take to the smaller business market? what KPIs was Boeing interested in? 8 how did you decide you wanted to sta...

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. Using words that start with the letter P. I don’t know why the letter P, but that’s what today’s episode is brought to you by…

Episode 33 Verticals 2.0... is it Neesh or Nitch? (feat.  Marissa Jones  founder of  Logistis  and  Logistis for Designers  aka the Queen of Vertical Domination) link in the comments | Recorded October 11, 2021 Shout out to our sponsors this week: TaxBandits  and  Relay Financial in this episode,  Marissa Jones  and  Scott Scarano 🥶  talk about... running modern accounting firms industry vertical...

#NiksTips on Profitability S02E01 Bonus #NiksTips defined: Sons of CPAs bonus episode, 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  on topics that start with the letter P  today's session includes a discussion on the following... physical office v remote outsourcing pricing...

Episode #32 | Recorded October 6, 2021 Shout out to our sponsors this week: TaxBandits  and  Reach Reporting it was announced on August, 4th 2021 that  Catching Clouds  would be merging with  Acuity ...shout out to  Kenji Kuramoto ,  Matthew May , and  Lisa Gilreath 5 the journey of  Catching Clouds  and  Patti Scharf 's  BlackBerry ***shout out to  Douglas Sleeter *** 6  Catching Clouds  firs...

#NiksTips on Pricing Bonus to Episode #33 The who, what, where, when, and how of Pricing Scott: In the sales process who are you selling to? Niks: we need to be clear on who is your audience when pricing… Scott: Are we pricing the services or are we pricing the customer? Niks: we need to know what services we’re providing, we need to have a scope/baseline of the services provided and prices associ...

Episode #031 Brannon Poe, CPA | Founder Poe Group Advisors Charleston, SC 2 working with toxic fathers and sons ***shout out to our sponsor TaxBandits*** 7 how did you get started selling CPA practices ***shout out to Howard Holmes*** 10 Scott philosophizes on being his own boss and letting go… 11 starting a business vs scaling a business 12 do you really want to let go of the work? there’s no sha...

#NiksTips | The Future of CPE (feat. Blake Oliver, CPA) Bonus to Episode #32 5 it is a buyers market for traditional firms for sure… imagine owning a firm and doing 1,400 individual tax returns and only charging $300 each… the question for a future episodes is, how do you raise your prices? 6 let’s face it, it’s not as easy to delegate sales as it is to delegate the work… 7 half the sales process...

Episode #30 Yoseph West | CEO and Co-Founder of Relay Financial Toronto, CA ***shout out to our sponsor TaxBandits*** 4 Some cool things about Toronto besides it’s a hub for accounting tech 5 how did you get into the accounting space? 7 learning how critical the back office function of a business truly is 9 what’s the biggest thing you learned when growing your first startup to 70,000 users and se...

#PadgettChiefs | Capacity and Creating a Cadence for Communication (feat. Jeff & Amanda) Bonus to Episode #29  Recorded on November 17, 2021 at the Padgett Tax Conference … it’s Scott’s Birthday 🥳 2 one thing that I'm hearing consistently is we are too busy and we can't hire enough help. When the owner is the primary producer, the owner can't really run the business or work in the busine...

Episode #29  Pricing Psychology 101: The Value Menu (feat. Mark Wickersham )  Recorded September 27, 2021  Mark Wickersham | Most Sought After Profit Improvement Expert, Value Pricing Expert, Professional Speaker, and Author 2 Portugal’s non-habitual resident's rules (NHR) scheme allowed Mark to save on 10 years of taxation 4 the COVID mindset shift that we may (or may not) have gone through 6...

#NiksTips | The Future of Banking (feat. 👂 Blake Oliver, CPA , CPA and Nikole Mackenzie, CPA ) Sons of CPAs Bonus to Episode #28 5 the difference between Relay Financial and Wells Fargo is Relay Financial lets you create as many checking accounts as you want, Wells Fargo opens them up without your consent 6 the pains and perceived costs of moving bank accounts is so high that we don’t do anything...

Episode #28 Sam McCraw, CPA, MAC | Tax Director - CFO Timonier, Wealth Beyond Financial™ | Winston-Salem, NC Recorded  August 30, 2021  3 tell us about your dad, who retired at 48 years old…  4 tell us about being in the security forces for the US air force…  7 why did you go into accounting after leaving the air force?  14 tell us about the billing, marketing and service offerings at Timonier  **...

Please subscribe to the Sons of CPAs on your favorite podcast player, and leave us a review on Apple Podcasts! #AccountingEvolutions | Future Change is Always Present (feat. Ian Vacin) BONUS to episode #27 Recorded Tuesday, November 16 @ Padgett FOCUS 2021 in Atlanta, GA - the epicenter of the tax epidemic Hello and welcome, we are all the Sons of CPAs, join us this week from the epicenter of the...

Episode #27 Twyla Verhelst, CPA | Founder of Helm and Head of Accounting Community at FreshBooks and the founder of the Women in Accounting Hub - www.womeninaccounting.online Calgary, Alberta Canada Recorded September 7, 2021 ***shout out to our sponsor Tallyfor *** ***shout out to our sponsor Practice Ignition *** 2 outlets through COVID ***shout out to Acuity CFO Online Bookkeeping Accounting an...