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 Bookkeeping Lead for Deloitte and most recently was the Accountants Group Leader for Sage. She is also a dynamic speaker, and accounting vanguard, and presents at prestigious international conferences.

3 How Rachel got into accounting? Not intentionally ...?

Shout out to Liz Mason and High Rock Accounting

5 The accounting trajectory

Shout out to Winnipeg, Fisch Financial and FischBooks, AND FreshBooks

8 On NOT being lazy

Shout out to John Garrett and Green Apple Slices

11 Best part of connecting with other accountants?

Shout out to Accounting Salon

12 Mother Stories – Raising Adolescents

14 Rachel knows EV-ER-Y-BOD-Y!

Shout out to Sage, QB, and Xero

16 The role at High Rock and in accounting – moving people forward

17 What challenges?

19 The Holy Grails of accounting

Shout out to Hubdoc and Relay

21 Tax accounting in Canada

Shout out to TaxCycle, Canada Revenue Agency

24 The implosion of a firm

Shout out to the QuickBooks Training, QuickBooks Desktop, Peachtree, and Sage 50, Deloitte

30 Big Four bookkeeping foibles and mindset adjustments

Shout out to MNP

34 Some woulda-coulda-shouldas when you’re being bought out

37 Spiraling up (and down) at Sage and landing at High Rock

Shout out to Jay Kimmelman and Digital CPA, and Megan Tarnow, and Mobius

42 From both sides now ... balancing user feedback and product dev

45 Build, buy or partner?

46 High points of High Rocking

49 Scott Unchaperoned – What Sesame Street character would you be?

Shout out to Grover, Big Bird, and The Count

51 What chess piece are you? (Rachel = Knight)

54 On being remembered ...

Shout out to Liz Mason, Megan Tarnow, Chris Geno, and anyone who doesn’t know #TaxTwitter

62 Hackathon Talk

Shout out to Earmark Accounting Podcast, Blake Oliver, David Leary, Peter Wen

64 Visions of a successful year

Shout out to Rebel Rock Accounting

Connect with Rachel:

LinkedIn: https://www.linkedin.com/in/rachelfisch/

Twitter: https://twitter.com/Fischbooks