Accounting High

Episode 65 | Recorded March 14, 2022 (π day) Guest: Lindsay Stevenson, CPA, CGMA Hosts: Jason Ackerman and Scott Scarano Join Jason and Scott in getting to know more about Lindsay, BPM LLP ’s Chief Transformation Officer. What does that role do? We weren’t too sure ourselves until Lindsay gave us a glimpse of what she does. Listen to how she started out as a staff accountant until becoming an inte...

Episode 64 #FreshBookReports @ Accounting High (the miniseries) Recorded May 22, 2022 Still, with us today is Twyla Verhelst, CPA. Twyla is the distinguished director of the Accountant Channel and the FreshBooks Accounting Partner Program Leader. She supports and empowers other accounting professionals as they help small businesses flourish. Thank you to our sponsor, Freshbooks! Part 3 of 3 Atomic...

Season 3 BONUS | Recorded March 22, 2022 Welcome to the resurrection of the #5minLy We’re back for another chat and your regular dose of quick-and-easy information. Today, our hosts go through the 7 micro habits to be a better leader. Although short compared to our usual episodes, this ain’t short on helpful tips on how we can better mange our firm and our employees. Listen in for more… #5minLy is...

Episode 63 | Recorded February 22, 2022 Guest: Edward Mendlowitz , CPA Hosts: Jason Ackerman, CPA and Scott Scarano, EA Sponsor: Dark Horse CPAs - visit abetterway.cpa to learn more Hosted by Scott and Jason, Ed shares the story of his accounting life. Not familiar with who Edward Mendlowitz is? He’s an accountant who has been in practice since 1974 and is now a Partner at Withum. This episode is...

shout out to all my CPAliens, you know who you are... [Verse 1] It’s the accounting firm owner, podcaster, amateur rapper first time on the mic so listen close and hold your laughter so, what’s hotter than a million-dollar cloud firm, with low churn, there i go again, talking about myself, and track, indicators, to perform on this platform And now you ‘bout to see a southern EA reborn I said i’m n...

Episode 62 | Recorded March 7, 2022 Guest: Rachel Fisch Hosts: Jason Ackerman, CPA & Scott Scarano, EA Sponsor: Dark Horse CPAs - visit abetterway.cpa to learn more Welcome! Our guest today is the one, only and always Rachel Fisch. Rachel has over 20 years of experience in bookkeeping and accounting, with a number of those years running her own practice. She previously served as National Bookk...

To set the stage for our first cage match our first Friday Night Fight... Accounting High presents... QuickBooks Online versus Xero, the cage match. Round one nobody paid us for this product comparison it was recorded on January 19, 2022 In the Xero Corner, we have  Zachary Call, CPA Partner & CPA at Weaver Call & House LC In the QuickBooks Online Corner, we have  Michael Ly Fint...

Episode 61 #FreshBookReports @ Accounting High (the miniseries) Recorded March 4, 2022 Back with us today is Twyla Verhelst, CPA. Twyla is the distinguished director and leader of the FreshBooks Accounting Partner Program. She supports and empowers other accounting professionals as they help small businesses flourish. Thank you to our sponsor of this miniseries, Freshbooks! Atomic Habits for Accou...

This is Poetry 101 brought to you by Accounting High (aka Sons of CPAs) Sponsored by LiveFlow , be sure to give this episode a go, they can help you grow, check them out at liveflow.io get 20% off for 3 months with promo code SONS at checkout, go to liveflow.io/sons Your Hosts, Emcees, Poets Nikole Mackenzie, CPA aka Niks Scott Scarano aka Lil Toddler aka Slim Scotty aka Esquired (S²) aka OKR (OK...

Episode 60 | Recorded February 22, 2022 Guest: Chris Williams, CEO of System Six Hosts: Nikole Mackenzie, CPA & Scott Scarano, EA Sponsor: Karbon - visit karbonhq.com to learn more Today, Scott and Niks are joined by Chris Williams, Owner/CEO of System Six, a 100%-remote outsourced accounting services firm. Before System Six, Chris served as an advisor to and investor in medium-large sized bus...

Episode 59 | Recorded May 31, 2022 In this episode, your hosts Scott and Niks discuss repricing hows, whats, whens, and whys. Curious how other firms do it? Is your repricing strategy working? What value-added services do you think your clients would love? Come join us as we find out more about how we can reprice our services and make the whole process easier for your firm and your clients Thank y...

Episode 58 | Recorded February 21, 2022 Guest: Randall J. Crabtree, CPA (as per his CPA Certificate, but we're still not sure if "Jack" is spelled out, or if they just have the J) Hosts: Scott Scarano and Jason Ackerman, CPA, CFP, CGMA With us today is the Co-Founder and Partner of Tri-Merit , Randy Crabtree , who specializes in R&D Tax Credits, Cost Segregation, 179D, and 45LR....

Episode 57 #FreshBookReports @ Accounting High (the miniseries) - Part 1 | Recorded March 4, 2022 Sponsored by Freshbooks Please welcome our newest faculty member at Accounting High, Twyla Verhelst, CPA  Twyla is the distinguished director of the Accountant Channel and leader of the FreshBooks Accounting Partner Program. She supports and empowers other accounting professionals as they help small b...

NiksTips on Promotions, as in when do you promote your employees? and the systems around that... Thank you to our wonderful sponsor, LiveFlow... get 20% off for 3 months with promo code SONS at checkout, go to liveflow.io/sons Co-Host; Nikole Mackenzie, CPA.  Niks helps agency owners save money, increase revenue, stay compliant, save time, eliminate stress, and ultimately give them the freedo...

Episode 56 | Recorded February 18, 2022 Today, we’ve got Eminem x 2 ... no, wait, M&Ms...and we’re going to let Matthew translate all things crypto, the Kenji plague, and his journey from employee to Tech CPA. Matthew May, CPA joined Acuity to translate accounting for entrepreneurs.  He does this by helping navigate tax and accounting rules and speaking entrepreneur, not an accountant; now, mo...

here's a BONUS chat with Chad Davis... and a preview of what to expect from Accounting High (School) Welcome to Accounting High! In this episode, we get to know more about the whats and whys of Podcasting from Scott and Chad. They share and scrutinize the ideas of how their episodes of AutomationTown and Sons of CPAs (Accounting High) come to life. Hear how authenticity reflects on the product and...

Episode 55 | Recorded February 7, 2022 Guest: Chad Davis, CPA the Co-Founder of LiveCA and Co-Host of AutomationTown  Hosts: Zachary Call and Scott Scarano Sponsor: Dark Horse CPAs - abetterway.cpa Listen in as we pick Chad’s brain, as there's no shortage of great information up there. How to be intentional and naturally solve problems. Manage a team of over 100ppl.  Chad lives in an RV w/ his...

PTO stands for Paid Time Off this is #NiksTips Bonus, Scott Scarano & Nikole Mackenzie take on choice topics (that start with the letter P) as it relates to running their professional accounting firms.  Today's topic is PTO, where we discuss PTO and policies at our accounting firm. I don't know if it's cheating that we're doing an acronym for today's topic, just using the letter P as the...

Episode 54 | Recorded February 7, 2022 Marie Phillips was named the Top 50 Women in Accounting by Ignition and is a cloud accounting industry leader. With over a decade of experience in accounting services, she provides process efficiency consultation for her clients to automate their businesses and personal lives better. She started Connected Accounting to be able to help more entrepreneurs, busi...

Hello, and welcome to our special bonus #CAShCrew series on Sons of CPAs with your host, Scott Scarano  Today we're talking about creating flexible infrastructures in your accounting firm, with a very special guest Marie Phillips, CPA of Connected Accounting ...  gotta have some buoyancy in your accounting firms The Ca$hCrew is connected with community, comradery, collaboration, and culture.... to...

Another special BONUS featuring some of our great friends at THE GrowthLab FaaS Today we're pleased to be joined by Heather Satterly, CPA and Steven Byler. Heather is the newly appointed CIO (Chief Innovation Officer) of The GrowthLab and co-host of the Appy Hour; Heather is also the Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the s...

Episode 53 | Recorded January 31, 2022 Today we're pleased to present you Mr. Tate Henshaw, CFP, who has run point on projects for Grammy winners, TV personalities, and NBA All-Stars. He's even been named as one of the top 40 accountants under 40 in the nation and one of the top 50 cloud accountants in North America. While he's enjoyed bringing confidence and consistency to his clients...

Accounting Conference Season 2022 is in full force, and our hosts are certainly well qualified in that arena, as of early June our hosts have been to a combined total of 18 different accounting conferences... aka partying  Thank you to our wonderful sponsor, LiveFlow, and get 20% off for 3 months with promo code SONS Check em out at liveflow.io/sons  Life is just one big party, if you ap...

Episode 52 | Recorded January 24, 2022 thank you to our supporters this week! Amaka.com  On today’s episode, Scott and Zach tackle the tough subjects, such as staying sober, dressing up, touching knees, Mormon mentioning, subtle jabs, and more with the very special self-proclaimed cartoonist, MC, CPE presenter, standup comedian, comptroller, podcast host, fry-sauce connoisseur, and master of all t...

thank you to our supporters this week, Amaka, the gold standard in accounting automation and integrations, visit amaka.com Do you take on projects at your accounting firm? most accounting firms i talk to nowadays don't really want to take on projects... tbh, we're kind of scared of projects. Sometimes I'm so scared to price them. I'm scared that they're going to be the wrong project and take too m...