Episode #11

Beyond Building Momentum (feat. Nikole Mackenzie, CPA)

recorded 5/10/2021

Nikole Mackenzie, CPA

https://momentumaccounting.com/

Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano.

0 https://en.wikipedia.org/wiki/Harem

2 the parallels of sports and business

3 shout out to Tammy

4 as a woman, tackling another woman

5 picking up golf during COVID

7 working with an NFL player who was paying $400k in accounting fees!

***NOT sponsor slot*** (kidding, Bill.com)

***NOT sponsor slot*** (kidding, Go Proposal?)

11 working with no scope

20 shout out to the Momentum Team 

25 what’s the ultimate goal for Momentum?

27 shout out to Will Lopez

29 why do you think it’s important that the team has excess capacity?

32 what do you use to measure scope?

***NOT sponsor slot*** (what’s up, Practice Ignition?)

34 TIME

37 remember Xero’s payroll module?

39 when does a client need to hire Momentum?

41 Momentum’s ideal client!

***NOT sponsor slot*** (shout out to QuickBooks Desktop, JUST KIDDING)

42 leverage technology to automate what we do

43 the problems with the family business

44 shout out to Marcus

45 do you get an ROI on the time spent on LinkedIn?

46 ProVisors 

50 what piece of technology is missing in the accounting space?

52 creating recurring revenue through automation