The Concierge CPA

37 - Bottoms Up - Raising the Bar With Seth David


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In this episode, we explore Seth David's remarkable journey through addiction, recovery, entrepreneurship, and productivity. Seth's story is nothing short of inspiring, starting with his battle against addiction. We delve into the effectiveness of 12-step programs and the realization that hitting rock bottom isn't a prerequisite for recovery.

Seth's career took an unconventional turn as he pursued his passion for creativity rather than sticking to accounting as a fallback. He shares his challenges in toxic work environments, especially during his time at a CPA firm, where he grappled with tax returns and felt unsupported by colleagues. This led to frustration and tears, but it was also the catalyst for his journey into entrepreneurship.

From there, Seth's entrepreneurial spirit flourished as he built a side hustle in web design, eventually expanding into bookkeeping and Excel services. His knack for creating engaging and informative video content set him on a path of education and entrepreneurship. We discuss his approach to making accounting videos captivating, emphasizing humor, eye contact, and personal connection.


Our conversation takes an exciting turn as we dive into Seth's obsession with productivity and his love for the organizational powerhouse, Notion. He's working on a groundbreaking "Bulletproof Notion Project" to revolutionize how we handle tasks and information. Seth also shares his plans for an educational Notion course and a CRM template—exciting developments for productivity enthusiasts.


We wrap up with insights on productivity systems, staying connected to the industry, and the power of meditation and mindset in the accounting profession. Seth's journey is a testament to resilience and reinvention, making this episode a must-listen for anyone seeking inspiration in their career and personal life. Tune in to The Concierge CPA with Seth David for a transformative experience!


What you'll hear in this episode:

[1:00] Seth's addiction, recovery, and career path.

[8:05] Addiction, enabling, and hitting rock bottom

[11:45] Addiction recovery, career evolution, and entrepreneurship

[17:40] Building a side hustle through web design and data analysis

[19:55] Creating and sharing video content for bookkeeping and accounting questions

[23:30] Making accounting videos engaging and informative

[27:00] Productivity, note-taking, and organization

[33:10] Creating a course on Notion templates and DIY CRM building

[36:20] Productivity systems and finding the right tool for efficiency

[39:25] Meditation, mindset, and recovery for accounting professionals.


Connect with Seth on Instagram @nerdenterprises

Visit Seth's website: https://www.nerdenterprises.com

Check out Seth's book, Getting Things Done: The Art of Stress-Free Productivity


Connect with Jackie on Instagram @jackiemCPA

Check out more of Jackie’s work at https://www.jackiemeyercpa.com/

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The Concierge CPABy Jackie Meyer

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