Episode 74 | Recorded April 11, 2022

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November 3, 2022 - Atlanta

November 10, 2022 - Portland

November 29, 2022 - Toronto

December 4, 2022 - Austin

Register for FreshBooks Partner Meet Ups and admission to the Lil Toddler World Tour 2022

Scott is joined by Sandy Johns of Revolution Financial Solutions. A laid-back chat about tax, the accounting space, the pandemic, Apple, subscriptions, and relationships. A real refresher of what has been happening in our world over the past years. Sandy shares her experience of growing up in a conservative household and how their shared grace made up the uniqueness of her family. Surely, our diversity brings us all together to continue learning from each other in making this space a great place to evolve and revolutionize.

2 - Tax season in 2022: Cushions from the past two years are gone now

Shoutout to Jason Ackerman, CPA, CFP®, CGMA

6 - Sandy’s Unique family

10 - It's important that we approach things looking for an opportunity to find common ground with others

13- the importance of bringing diverse points of view and life experiences to the profession so that we can learn from each other

17 - Outsourcing Tax

Shoutout to SurePrep LLC, Thomson Reuters’ UltraTax, Donna Bordeaux

22 - The more touch points you have with the client, the easier everything else is

26 - If you look at this relationship as purely transactional, you're probably not the right fit for us

29 - Doing sales gives us the ability to filter and get the kind of clients that we want

Shoutout to Ryan Lazanis, CPA

32 - How the Pandemic changed us

35 - The unintended bonuses (and consequences) that came with the changes we do to our firm

Shoutout to Karbon

41 - Connecting the community is a service to the profession

Shoutout to Xero, James Clear’s Atomic Habits

46 - 100 Days of No Code

Shoutout to Jason Staats, CPA, MBA, Airtable, Apple

49 - The Apple Empire Supremacy

Shoutout to Scott Galloway, Disney, Amazon

57 - One of Apple’s brilliance: Backing the right horse

59 - We don’t need to be afraid of pricing because pricing attracts the right clients

63 - a poor man and a rich man

65 - What Crypto brings to the Accounting space