Accounting High

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:...

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 entrep...

Episode 150 Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial go to accon.services   FACULTY:  Michelle Weinstein “The Pitch Queen”  CLASS: #VarsityTips TITLE: How to Make Varsity Part 5: Coach's Game Theory In this final part of How to Make Varsity, Scott welcomes back substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen...

Episode 149 Accounting High is supported by our Booster Club Members Thank you ⁠AppStream⁠ ! Powered by the GrowthLab ⁠Music Video for Simple Tasks!⁠ FACULTY: Luke Templin, CPA CLASS: #PeerReview TITLE: CAS = Solving Problems In this episode of Accounting High, Scott interviews Luke Templin , the founder of A Squared Advisors. Luke shares his journey of how he got into accounting and became a CPA,...

Episode 148 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: Ron Baker CLASS: #GuidePosts TITLE: Age Marks Milestones: A B...

Episode 147 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 CLASS: #CoolKids FACULTY: Charles J Kelly, CPA The CPA Crypto Craze: B...

Episode 146 CLASS: #VarsityTips FACULTY: Michelle Weinstein “The Pitch Queen” TITLE: How to Make Varsity Part 4: Assessing Your Game  In this episode, Scott welcomes back substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen, for part 4 of their discussion. They delve into the topic of collecting information for sales and how it can be used strategically to understand client...

Episode 145 CLASS: #TechLabs FACULTY: Korey Cournoyer  Guest Faculty: G-ACCON TITLE: Secure Automated Easy 2-Way Sync Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial, go to accon.services  In this podcast episode, Scott talks with Korey from the Growth Lab and Yelena from G-ACCON for a tech lab. Scott and Korey sit in on a class with AH’s adjunct...

Episode 144 FACULTY: Sharrin Fuller CLASS: #CoolKids TITLE: Planning Your Exit  In this episode, Scott interviews Sharrin Fuller, CEO of Glass Wallet Ventures and Managing Partner at Blueprint Financial Service and Fit CFO. They delve into various topics related to entrance and exit strategies, as well as Sharrin's experiences in the tech startup and venture-backed startup world. Here's a...

Episode 143 CLASS: #VarsityTips FACULTY: Michelle Weinstein “The Pitch Queen” TITLE: How to Make Varsity Part 3: Setting Up Communication to Win In this episode, Scott and Michelle Weinstein continue their discussion on how to make and stay on the Accounting High Varsity team. They discuss the importance of building rapport with clients and creating strong relationships through a number of example...

Episode 142 CLASS: #GuidePosts FACULTY: Dr. Sabine Charles TITLE: Who Are You? Cracking Your Code with the CPA Doctor In this episode, Scott interviews Dr. Sabine Charles, CEO of Charles Financial Strategies LLC and TAPA Institute, a global audit executive, instructor, author with a background in consulting, a certified hypnotist. Sabine shares her journey from being a language major to becoming a...

Episode 141 CLASS: #CoolKids FACULTY: Cecilia “Cece” Leung, CPA TITLE: Accounting Soup for the Soul In this episode, Scott interviews Cece Leung, author of Dear Accountant and host of the Dear Accountant Podcast. Cece shares her journey from Hong Kong to Canada and back again, how she got into accounting, and her experience with different cultures. They also discuss her book, Dear Accountant, and...

Episode 140 CLASS: #VarsityTips FACULTY: Michelle Weinstein “The Pitch Queen” TITLE: How to Make Varsity Part 2: The Picky Paradox is Provoking Passion when Playing the Potential Prospect Game In this episode, Scott welcomes back Niks’ substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen. They discuss various topics related to finding out which clients qualify to be on the...

Episode 139 CLASS: #PeerReview FACULTY: Jimmy Capparelli, CPA TITLE: Price it High or Say Goodbye: Transforming Tax Season In this episode of Accounting High, Scott and Jason are joined by Jim Capparelli, Co-founder of Hiline. They discuss how Hiline is changing the tax season and what the tax roadmap looks like. They also touch on pricing, verticals, and the automation of simple tasks. Additional...

**recorded live in front of a YouTube audience** CLASS: #TechLabs FACULTY: Byron Patrick, Jason Staats, Brandon Bruce, Jared Smith TITLE: 2023 ABC Tournament Rap-Up Recap In this episode, Scott and Byron host the final battle between Jason Staats and Brandon and Jared from Uncat for the Accountant Bracket Challenge, ABC Tournament, aka March Appness. The contestants discuss their journey to the fi...

Episode 138 CLASS: #GuidePosts FACULTY: Jason Blumer, CPA TITLE: Thriving Through Collaboration: The Benefits of Group Play In this podcast episode, Scott interviews Jason Blumer, an entrepreneur and accountant who founded his own firm and co-founded the Thriveal community. Throughout the episode, Jason shares his experiences and insights on entrepreneurship, community building, and overcoming fai...

Episode 137 Faculty: Michelle Weinstein “The Pitch Queen”  Class: #VarsityTips In this episode, Scott interviews Michelle Weinstein, aka The Pitch Queen, aka The Abundant Accountant, aka Niks’ substitute teacher, on the truth about sales and beliefs about sales. Michelle shares her story of how she became The Pitch Queen and how to get on the varsity team at your firm by describing the mindset shi...

Episode 136 Faculty: Dan Luthi & Dan Gertrudes Class: #TechLabs Accounting High is supported by our Booster Club Members Thank you AppStream ! Music Video for Simple Tasks! In this podcast episode, Scott interviews Dan Luthi, Partner at Ignite Spot Accounting Services and Dan Gertrudes, CEO & Co-Founder of GrowthLab. They discuss the benefits of workflow automation and how AppStream can he...

Episode 135 In this episode of Accounting High, host Scott interviews Sean Duncan, CPA , founder of a successful advisory-only firm. They discuss Sean's journey from a quarter-life crisis to starting his own firm, turning down the FBI, and getting comfortable with value pricing. Sean also shares insights on his hiring process, sticking to core values, and letting go of clients. Interview: Sean...

Episode 134 In this episode of Accounting High, host Scott interviews Ms Smiles aka Alex Miles, a social media marketer and former employee of T-Sheets. Alex talks about her journey from high school pranks to her passion for social media marketing, and how she used her skills to connect with others and brighten their days. She also shares insights into the power of community, the importance of bei...

Episode 133 In this episode of Accounting High, host Scott interviews Jamie O'Kane, a CPA and Certified Tax Coach. Jamie shares her journey from high school to starting her own firm, discussing her experiences with clients, niche industries, firm hard numbers, scope and pricing, and more. She also shares valuable insights on outsourcing and unlocking time, as well as advice for accountants loo...

Episode 132 Accounting High is supported by our Booster Club Thank you LiveFlow !  https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH In today’s episode of Accounting High, Scott interviews Chase Birky, CPA , about his journey from working at Deloitte to starting his own firm, Dark Horse CPAs. Chase talks about the impetus for pivoting his business,...

Season 4 Episode 131 In this episode of Accounting High, Scotty and Ackerman interview Geraldine Carter, a seasoned business consultant who has lived and worked in over 50 countries and now lives in Idaho. They discuss her background and the transformative power of travel, as well as her insights on the common mistakes CPAs make and the importance of value pricing and sales in accounting. Geraldin...

Episode 130 | Recorded August 29, 2022 Introduction: In this episode of Accounting High, Scott sits downs with Liz Scott , a consultant and entrepreneur who shares her journey of starting her own business and the importance of staying up to date with technology and cybersecurity. Liz talks about her passion for training others with apps and creating courses and the impact of Covid on her work. She...

Episode 129 | Recorded January 30, 2023 Accounting High is supported by our Booster Club Members Thank you AppStream ! Powered by the GrowthLab Music Video for Simple Tasks! In this episode of Accounting High, Scott interviews Keila Hill-Trawick , a CPA who is doing things differently in her own firm called Little Fish Accounting. Keila shares how she got into accounting and the story behind the u...