Episode 21

Blueprint 2: The Amalgamation (feat. Brian Clare, CPA)

recorded 8/2/2021

Brian Clare, CPA, CMA | Blueprint Accounting

Entrepreneur | Cloud Technologist | Automation Specialist

***shout out to Chrisio at Liscio***

***shout out to Ian at Karbon***

***shout out to Ackerman at BNA***

***shout out to Oracle, SAP, NetSuite, QBO, Xero, and Freshbooks***

3 there’s gotta be another cloud accounting GL platform to compete w/ Xero and QB…

***I guess…shout out to Sage***

***shout out to Michael LySki***

7 Partnership breakups, makeups, mergers, acquisitions, and amalgamations!

8 CA = Chartered Accountant, similar to CPA in the US

8 CMA = Certified Management Accountant

8 CGA = Certified General Accountant

***shout out to Scott Armstrong***

***shout out to Richard Aprio Kopelman, CPA/CEO***

***shout out to Jay-Z***

10 What’s in a name?

11 What’s your firm's primary focus?

12 What’s your philosophy on time?

16 How many employees do you have?

***shout out to Scott Scharf, CTO***

17 What are your revenue goals?

***shout out to Christopher Leon, EA***

19 Do you still do sales at your firm?

23 What happens when pricing services come up with your bookkeepers or accountants?

23 Why do we accept that a client will get mad about the price?

26 What’s your current philosophy on Change Management?

***shout out to Accounting Salon***

***shout out to Amanda Aguillard, CPA***

***shout out to Kenji Kuramoto, CEO at Acuity***

***shout out to Liz Mason, CPA at High Rock***

28 A world buried by email

29 Time Blocking

30 How do we find time to do the things we used to before firms and families?

32 What did we do before iPhones and Social Media?

34 How do you do your SOPs or Standard Operating Procedures?

***shout out to Loom and Scribe***

***shout out to Microsoft Teams***

36 How do you guys handle digital security?

***shout out to Webroot***

39 Do you have an email philosophy?

***shout out to Liscio***

***shout out to Nayo Carter-Gray, EA, and takingyourfirmvirtual.heysummit.com***

46 Let’s talk about the Accounting Automations Workflows podcast!

***shout out to Heather Satterley, CPA***

***shout out to Jay-Z***