Episode 186
FACULTY: Greg & Jessica Daley
CLASS: The Guide
TITLE: A Parable about Winning and Learning
Join us for a conversation with Greg and Jess Daley, the founders of Parable. The discussion delves into their unique journey as a couple in business, the origins of their firm, swing dancing, the integration of work and personal life, and the guiding principles shaping their company's future.

 Introduction

 Couple Business Pairs 

  How Swing Dancing Brought Them Together

  Roles in the Firm

  Parable

  Early North Star 

  Roles and Coaches in the Early Days

  Work Life Integration

  EOS and Dance

  Rock Step

  Training an Integrator

  Times of Chaos and Peace, The Frying Pan and Crockpot

  Hard Numbers

  The Future and Giving

  Running a firm without Ego

  Italy Expensify

  Conclusion


Shout Outs:
Traction by Gino Wickman, Profit First by Mike Michalowicz, Simple Numbers by Randy Crabtree, Expensify

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186 A Parable about Winning and Learning (feat. Greg & Jessica Daley)

Accounting High is the premier practice management podcast for tax and accounting firms. Join us for some fun and oftentimes colorful conversations about the accounting and tax industry. We are the next generation of accounting professionals questioning the state of the accounting profession.

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Episode 208
the Sons of CPAs are back baby!!!
FACULTY: Jason Ackerman, CPA 
CLASS: #Shoperations
In this episode, Scotty brings back his Sons of CPAs founding co-host, the Accounting High Lunch Lady, and CPA at BNA CPAs & Advisors, Jason Ackerman. They discuss the state of Jason’s firm and what the operations look like. They also discuss building a CAS practice, implementing EOS and getting rid of timesheets. It’s time for Shoperations at Accounting High!
Shout Outs:
Ed Mendlowitz, Ron Baker, Nikole MacKenzie, Zachary Call, Tate Henshaw, Kenji and Matt at Acuity
Chapters:
0:00 Teaser
04:15 Ackerman's Firm Overview
07:51 Training and the Pipeline Issue
15:54 Concierge Services
17:52 CAAS Practice
24:17 Time Spent at Firm
26:04 Management Structure at the Firm
28:27 EOS and Systems
34:33 Clients
36:52 Removing Himself from the Firm
41:44 Building an App
47:35 How The Firm Services Clients
49:11 Advice from and Aging CPA
Connect With Us On Linkedin!
Jason Ackerman
https://www.linkedin.com/in/jasonlackerman/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
ClientService, Technology, Services, CPA, AccountingFirm, Strategies, BookkeepingAutomation, ProfessionalServiceFirms, CustomerFocus, Operations, Shoperations, AccountingHigh, EOS, CAS, CASPractice, Timesheets, BillableHour, Profitability

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208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)

Episode 207
FACULTY: Shannon Weinstein, CPA
CLASS: #SocialStudies
In this episode, Scott interviews Shannon Weinstein, CPA, the Host of the Keep What You Earn podcast. Shannon shares her journey of starting her own practice, leveraging Instagram as a brand-building tool, early growth experiences, transitioning from an order taker to a menu creator, marketing strategies, developing values from challenging clients, attracting ideal clients, core truths, leveraging the podcast for business growth, and tips for social media and potential podcasters.
Shout Outs:
Paul Seaton, Jess Glazer, Michael King, Mel Abraham, Keep What You Earn, Conserva Lo Que Ganas
Chapters:
00:00 Teaser
07:14 Starting Her Practice
10:42 Instagram as a Brand Builder
12:51 Early Growth
15:33 From Order Taker to Menu Creator
19:28 Marketing to Your Ideal Client
20:59 Developing Your Values from The Worst Clients
24:29 How to Attract the Ideal Clients
26:46 Core Truths
31:16 The Firm Stats
32:44 The Podcast
39:22 Leveraging the Podcast
44:31 Client Intake Process
45:39 Saying No to Leads
47:26 Tips for Social Media and Potential Podcasters
50:04 Conclusion
Connect With Us On Linkedin!
Shannon Weinstein
https://www.linkedin.com/in/shannonkeane/
Keep What You Earn Co.
https://www.fitnancialsolutions.com/
Keep What You Earn Podcast
https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
accountant origin, Costa Rica, intentional business, core values, core truths, values alignment, attract clients, repel marketing, accounting firm, revenue goals, ideal client, client intake, referral fees, podcast host, podcast guesting, business podcast, fractional CFO, long-form content, content, Spanish, accounting, origin, Costa Rica, business, values, alignment, clients, marketing, firm, revenue, ideal, intake, referral, podcast, guesting, content, CFO, long-form

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207 Starting a Podcast and Attracting Clients that Pay $6,000/mo! (feat. Shannon Weinstein, CPA)

Episode 206
FACULTY: Steven Zelin, the Singing CPA
CLASS: #Shoperations
In this episode, Scott interviews Steven Zelin, CPA, also known as The Singing CPA. Steven shares his journey, from becoming a CPA to pursuing his passion for singing, starting his own firm, client acquisition and niche development, peer review, the Steve Zelin Singing CPA brand, firm statistics, and working in-office versus remote.
Shout Outs:
AICPA Engage, Edward Medlowitz, Nancy McClelland, Sammy Katz, Barry Melancon
Chapters:
0:00 Teaser
01:39 Introduction
02:31 Becoming a CPA
04:20 Becoming a Singer
04:42 Early Years
07:39 Steven Starts His Own Firm
14:23 Clients and Niche
16:12 Acquisitions
20:00 Peer Review
20:51 The Steve Zelin Singing CPA Brand
27:00 Firm Stats
33:39 In Office vs Remote
38:35 Another Acquisition
Connect With Us On Linkedin!
Steven Zelin
https://www.linkedin.com/in/thesingingcpa/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
singing, CPA, New York, accounting, entrepreneur, musician, career, small firm growth, branding, peer review, firm acquisitions, niche, nonprofit, remote, accounting firm, culture, passion, community, humor, challenges, marketing, differentiation, collaboration, shoperations

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206 How to Find Success in the Big Apple as a Singing CPA (feat. Steven Zelin, CPA)

Episode 205
FACULTY: Kelly Rohrs, CPA the Tax Slayer
CLASS: #SocialStudies
In this episode, Scott interviews Kelly Rohrs, CPA, also known as Tax Slayer and co-host of the Zero to Millions Podcast. Kelly shares her journey, from her first accounting job to starting her own brand. The conversation covers topics such as balancing motherhood with being an accountant, leveraging LinkedIn, her accounting firm, changing traditional practices, the Zero to Millions Podcast, and insights on the current state of tax and accounting.
Shout Outs:
Katie Thomas, Bilal Mehanna, Blake Oliver, TaxDome, Lacerte, Ignition
Chapters:
01:34 Introduction
02:06 Kelly's Story
05:41 First Accounting Job
09:02 Starting Her Brand
12:04 Being a Mom and an Accountant
15:45 Cultivating Linkedin
19:03 Kelly's Firm
24:05 Changing the Old Ways
28:56 From Zero to Millions Podcast
32:09 The State of Tax and Accounting
36:52 Parting Advice
Connect With Us On Linkedin!
Kelly Rohrs
https://www.linkedin.com/in/kellyrohrs/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/


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205 An Accounting Architect Harmonizing the Hustle at Half a Million (feat. Kelly Rohrs, CPA the Tax Slayer)

Episode 204
FACULTY: Mike Manalac, CPA
CLASS: #TheGuide
In this episode, Scott interviews Mike Manalac, CPA, Accounting Manager at Google. Mike shares his journey from working at Walmart.com to his current role at Google, highlighting experiences and lessons learned along the way. The conversation delves into topics such as work-life balance, the transition from public accounting to industry, creating resources for professionals in similar transitions, and making accounting more engaging and appealing to a broader audience.
Shout Outs: Eminem, Greg Kyte
Chapters:
01:26 Introducing Mike
07:12 Working at Walmart.com
10:50 Working at Google
13:50 Learning How to Balance Fun
15:56 A Long Commute
18:18 Making Resources for Going from Public to Industry
29:59 Mike's Content
31:43 The Uprising
39:52 Making Accounting Cool
41:55 Getting Accountants out of their Shells
49:40 Final Thoughts 
Connect With Us On Linkedin!
Mike Manalac
https://www.linkedin.com/in/mikemanalac/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
accounting profession, CPA exam, industry jobs, public accounting, overworked accountants, underpaid accountants, accounting stereotypes, next generation accountants, accounting uprising, AICPA, 150-hour rule, higher education, Big Four, remote work, accounting skills, competitive advantage, dream job, Google, LinkedIn content, creative accountants

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186 A Parable about Winning and Learning (feat. Greg & Jessica Daley)

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