Drink While You Think🍺

In this episode of Drink While You Think, Matthew May sits down with Shannon Hay, VP of Accounting and Tax Lending at Live Oak Bank. Tune in for topics like… 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 5 Items That Should Be Your Diligence (04:05) 👉 Shannon’s Sequence When Buying A Practice (06:42) 👉 Let’s Talk Dealbreakers (09:38) 👉 Should Firm Owners Care About SBA? (14:2...

In this episode of Drink While You Think, Kenji Kuramoto sits down with special guest Scott Scarano to dive into accounting conference season, which is upon us! Tune in for topics like… 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 Sons Of CPA: Origin & Rebrand (02:45) 👉 Life With COVID in 2022 (09:02) 👉 Reflecting On Accounting Conference Season (12:20) 👉 Highs & Low...

In this episode of Drink While You Think, Kenji & Matthew unpack some of the challenges that come with scaling your firm. Tune in for topics like… 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 What To Consider As You Grow (02:35) 👉 You Better Get Used To This (03:40) 👉 The Type Of Firm You Want To Be (05:20) 👉 Prepare To Be Uncomfortable (09:40) 👉 Helping People Feel Lik...

In this episode of Drink While You Think, Kenji & Matthew explore the maximum amount of meaningful relationships you can have, and what that means for your firm. Tune in for topics like… 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 Who Has More Friends? Kenji or Matthew? (04:19) 👉 Dunbar’s Number (05:34) 👉 Acuity’s Growth & Relationship Changes (10:14) 👉 OKRs, Slack,...

In this episode of Drink While You Think, Kenji & Matthew sit down with Randy Crabtree, CPA, co-founder and partner at Tri-Merit to talk craft beer and tax credits. Tune in for topics like... 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 Randy's Passion For Craft Beer (06:09) 👉 The Low-Hanging Fruit Of Tax Credits (10:29) 👉 Tri-Merit Helping With Misinformation (11:53) 👉...

In this episode of Drink While You Think, Kenji and Matthew talk all about personalities, analyzing personality tests that they took and whether these tests should play a role in an accounting firm. Tune in for topics like… 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 Kenji's Accounting Jokes (03:23) 👉 The DISC Assessment (04:28) 👉 Are Personality Tests Helpful For Firms? (13...

In this episode of Drink While You Think, Kenji sits down with Nicole Butler and J W Davis of Butler-Davis Tax & Accounting to mythbust the acquisition process for accounting firm owners. Tune in for topics like… 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 Butler Davis’ First Acquisition (03:52) 👉 Demystifying The Acquisition Process (06:06) 👉 The Value In Being Together...

In this episode of Drink While You Think, Kenji & Matthew talk about all the things that influence how they build and lead Acuity, highlighting books, podcasts, newsletters, and people. Tune in for topics like… 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 Butler-Davis Tax & Accounting (01:24) 👉 Books For Growth & Their Takeaways (03:20) 👉 Influencers For Firms Bui...

In this episode of Drink While You Think, Kenji & Matthew sit down with Dan Gertrudes, co-founder of GrowthLab, to talk about what Finance-as-a-Service, or FaaS, is and how it can change the game for startups. Tune in for topics like… 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 Castle Island Brewing & Brewery Accounting (04:38) 👉 Why Accounting Firms Invest In Their C...

In this episode of Drink While You Think, Kenji sits down with Lisa Gilreath, COO at Acuity, to talk about how roles within accounting firms change as you scale your business and as team members' lives change. Tune in for topics like… 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 Lisa's Career & Finding Work-Life Balance (03:59) 👉 Operational Challenges For Scaling Firms (0...

In this episode of Drink While You Think, Kenji and Matthew debate the 4 things that accounting firm owners love to argue about most. Kenji flips a coin to determine which side of the argument they’ll take for each topic, regardless of how they feel about it. The winner of each debate will be decided by the viewer – that's you! Tune in for topics like… 👉 Welcome! (00:00) 👉 This Week's Topics &am...

In this episode of Drink While You Think, Matthew sits down with Brooke Beach, CEO and founder of Marketwake, to talk about all things marketing for accounting firm owners. 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 Where Wicked Weed Got Its Name (02:29) 👉 What Marketwake Does For Clients (03:54) 👉 Top 3 Marketing Priorities For Cloud Accounting Firms (05:05) 👉 Content Str...

In this episode of Drink While You Think, Kenji and Matthew flip the script from how to invest in accounting tech to how founders fund accounting software companies. Tune in for… 👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:04) 👉 Bootstrapping Vs. Raising Capital (05:54) 👉 Shoutout To Our Sponsor: VerifyiQ! (10:04) 👉 Where To Go To Raise Capital (10:30) 👉 Milestones To Hit For Dif...

In this episode of Drink While You Think, Kenji and Matthew are joined by Chris Williams, CEO and accounting firm owner of System Six! Tune in for…  👉 Welcome! (00:00) 👉 This Week's Topics & Beers (00:05) 👉 Chris' Origin Story (04:10) 👉 Why Choose Cloud Accounting? (09:08) 👉 Advice For Accounting Firm Owners (16:59) 👉 The Right Way To Hand Off Keys To New Firm Owners (19:56) 👉 When Woul...

In this episode of Drink While You Think, Kenji and Matthew celebrate 100 episodes of the series with one of the first reviews of Bud Light Next! 🎉 Tune in for… 👉 Welcome! (00:00) 👉 Happy 100th Episode! (00:40) 👉 Bud Light Next: First Impressions (02:14) 👉 Who's The Target Audience For Bud Light Next? (06:30) 👉 Kenji Buys Bud Light Next NFTs (08:47) 👉 Matthew Talks Journal Entries (14:48)...

In this episode of Drink While You Think, Kenji and Matthew talk about how to invest in accounting technology companies. Tune in for… 👉 Welcome! (00:00) 👉 This Week's Beer & Topic (01:08) 👉 How Acuity Invests Started (04:56) 👉 Investing With Stock Options (06:23) 👉 Outcomes: Investment Strategy & Liquidity (09:52) 👉 Acuity Invests' 16 Investments (14:14) 👉 Let's Syndicate As Angel I...

In this episode of Drink While You Think, Kenji and Matthew talk about what happens when accounting firm owners come together. Tune in for… 👉 Welcome! How To Sponsor DWYT (00:00) 👉 This Week's Beer & Topic (01:05) 👉 Accounting Firm Owners Turn It Up (04:13) 👉 Work Hard, Play Hard (06:37) 👉 No Competition, Sharing Is Huge (10:44) 👉 Unified Around Do It Yourself (12:17) 👉 We Support Each...

In this episode of Drink While You Think, Kenji and Matthew host “The Drinkies” – a review of the best, worst, and most from the DWYT series in 2021! Tune in for their take on…Kenji’s Mustache, The Best and Worst Beers, The Most Watched Episode, The Most Unique Episode, The Craziest Story of the Year, The Most Matthew Award, and The Favorite Guest. 🍺 WHAT WE'RE DRINKING 🍺 – Kenji is drinking Tiv...

In this episode of Drink While You Think, Kenji and Matthew sit down for a drink with David Emmerman, Head of Enterprise for Xero in the U.S. Tune in to hear more about...David's Accounting Practice, An Undergrad Degree, Why Xero, 100 Million Dollars, and The Top 300. 🍺 WHAT WE'RE DRINKING 🍺 — Kenji is drinking Wicked Weed Brewing's Freak of Nature. Matthew is drinking Three Taverns Brewery's Ta...

In this episode of Drink While You Think, Kenji asks Matthew ("The Crypto Guy") what's new with NFTs and how Acuity does crypto accounting for its clients. Tune in to hear more about...Who is Sunday Matthew, Football Line Betting, Sponsor Jason Staats, Miss Excel on TikTok, and Raising Prices. 🍺 WHAT WE'RE DRINKING 🍺 – Kenji & Matthew are both drinking Kenji's Homebrew: Sunday Matthew's Brea...

In this episode of Drink While You Think, Kenji and Matthew breakdown the evolution of staff engagements in three ways: who's delivering it, who's communicating with the client, and who's checking the work. Tune in to hear more about...Accounting Pods, The Logic Behind Specific Roles, and The Worst NFL Games. 🍺 WHAT WE'RE DRINKING 🍺 – Kenji is drinking West Sixth Brewing's Pennyrile Pale Ale. Ma...

In this episode of Drink While You Think, Kenji and Matthew share their thoughts and experiences about sales and marketing. Tune in to hear more about...Hardest Part of the Process, Growing With Outbound, Your Web Presence, and Mobile-Friendly Websites. 🍺 WHAT WE'RE DRINKING 🍺 – Kenji is drinking Tivoli Brewing Co.'s Mountain Squeeze Juicy IPA. Matthew is drinking Three Taverns Brewery's Slay Th...

In this episode of Drink While You Think, Kenji and Matthew are joined by special guest and podcast host Blake Oliver, CPA, in a "collab" episode. Tune in to hear more about...History of Acuity, Merger Experiences, Catching Clouds, and Liquidity. 🍺 WHAT WE'RE DRINKING 🍺 – Kenji is drinking West Sixth Brewing's Pay It Forward Cocoa Porter. Matthew is drinking Duclaw Brewing's Candy Cane Imperial...

In this episode of Drink While You Think, Kenji asks Matthew a series of questions to see if he can guess the right number. Tune in to hear more about...The NFL and College Football, Active CPAs in the U.S., Table Games, Cash Transactions, and Top Selling Beer. 🍺WHAT WE'RE DRINKING🍺 – Kenji is drinking The Four Essentials from Pontoon Brewing. Matthew is drinking Lay Low from Monday Night Brewin...

In this episode of Drink While You Think, Kenji and Matthew talk about when firm owners should step out of their firm to gain some perspective. Tune in to hear more about... 👉 Tucker Brewing Company 👉 Quickbooks Connect and Xerocon 👉 Annual Conferences 👉Agendas 🍺WHAT WE'RE DRINKING🍺 –– – KENJI is drinking Tucker Brewing Company's Tucktober Fest. – MATTHEW is drinking Guinness Stout Draught.