Accounting High

Accounting High

By Accounting HighBusinessEntrepreneurship
Download on the App Store

Accounting High episodes

  • 125 Building a Technology Team at Your Accounting Firm (feat. Nick Pasquarosa, CEO)

    Episode 125 | Recorded November 8, 2022


    Accounting High is supported by our Booster Club

    Thank you LiveFlow! 

    https://www.liveflow.io/partnerships/accounting-high

    Get 20% off for 3 months with promo code HIGH


    Introduction:

    • In this episode, we talk with Nick Pasquarosa, the CEO and founder of Bookkeeper360, about building a technology team at your accounting firm.

      • Interview:

      • Nick shares about his background and how he started Bookkeeper360.

      • He discusses how he found Xero and integrated it into his business.

      • The conversation touches on the importance of technology and people in building a successful accounting firm.

      • Nick also talks about building a management team and the role of a board of directors.

      • The conversation delves into the difficulties of articulating a vision and bridging the imagination gap.

      • Nick shares his experiences of going remote and being disruptive in the industry.

      • He also talks about his goals and visions for the future, including subscription and value pricing.

      • The interview concludes with Nick sharing about his mindset and work-life balance.

        • Closing:

        • Thank you for listening to this episode.

        • Don't forget to tune in next time for more insightful #PeerReview conversations.

        • As a bonus, Nick shares a story about go-karting drama with Zachary Call.


          • 1 hr 20 min
        • 124 Lightspeed AI (feat. Enrico Palmerino, CEO)

          Episode 124 | Recorded July 14, 2022

          Enrico Palmerino, CEO of Botkeeper is an automated accounting platform that uses human-assisted machine learning and AI to deliver the fastest, most accurate, and lowest cost bookkeeping available to accounting firms. He is also an investor and advisor to several business venture funds and sits on the Technology Advisory Committee & Board of Corporators at Fidelity Bank. We discuss how regretful situations can blossom into blessings from the ground up. This episode is not short of inspiration and snippets in the life Enrico and how he went from making lighting more efficient and cost-friendly to innovating in the accounting space.

          4 - What do you think of Accounting High?

          5 - Botkeeper: The cool kids of the Accounting Space

          7 - A way to make meetings cool? Have it in the pool!

          8 - I’m like my best self and that’s myself I’m putting out there, unapologetically, unfiltered

          9 - We can all evolve. We're still us at our core, we're never gonna really change who we

          12 - Go out, you know, take risks, make changes, make mistakes, just learn from them, but never regret the life

          Shoutout to Daniel Pink’s The Power of Regret

          13 - Enrico’s lose-a-car, gain-a-family story

          14 - The difference on our hosts’ need for speed

          Shoutout to Dawn Brolin, CPA, CFE, ThinkLite

          15 - ThinkLite: Enrico’s college business turned into a multi-million dollar company

          19 - Botkeeper: the back office for accounting firms

          Shoutout to Byron Patrick, CPA.CITP, CGMA

          22 - I was like bored, stiff, and like couldn't sit still. And then was also just feeling like I lost my identity

          24 - Think like a lot of entrepreneurs: Your next game is to tackle the problem you had at the prior business

          27 - So more businesses demanding accounting, fewer accountants to do it. So I'm like, aha! Light bulb moment

          28 - It wasn't to be like we're replacing accountants in the accounting industry. It was that if you make one accountant, do the work of three

          35 - It’s way easier to sell advisory to the existing clients you have and upsell them than it is to go and find new clients and convince them

          Shoutout to James Ashford’s Untapped

          37 - Unknowns are very scary for a lot of us accountants

          38 - AI Unchained: Hands-on, sleeves up, get sh*t done conference. This 9/25 - 9/27 in Boston

          Shoutout to Karbon, Thriveal

          42 - If we make firms highly efficient, standardized, next-level cloud, and they're not a Botkeeper user today, they become the best and easiest, like potential users for Botkeeper

          44 - We don't necessarily know how to be good owners, managers, CEOs, people

          Shoutout to Hap Klopp, Brad D. Smith Dark Horse CPAs, AICPA Engage, Joyner Lucas

          53 min
        • 123 An Accidental Accountant Playing an Infinite Game (feat. Clayton Oates)

          Episode 123 | Recorded July 28, 2022

          Join Scott and Clayton Oates in this episode as they discuss how Clayton got his start in accounting, the challenges of starting his own business, and how to transition from the finite game to the infinite game. You'll hear about the benefits of partnerships and the importance of choosing partners who share your values. Along the way, Clayton shares insights from his extensive reading list and offers practical advice for bettering yourself and others. This is a must-listen for anyone who wants to become a better leader and make a positive impact in their community. So what are you waiting for? Hit that play button and let's get started!

          • Clayton’s start in accounting

          • Leaving a big firm

          • Starting a business and being an “intra-preneur”

          • Trapped in the day to day

          • What does freedom mean?

          • The finite and infinite game

          • Life is easier when everyone is a friend

          • The second mountain, life happens for you, not to you

          • Partnerships

          • From the finite to the infinite

          • List of books

          • Ancient wisdom and new generations

          • Infinite players dealing with finite players

          • The big vendors and differences with them

          • Conference addiction and finding purpose

          • How to vet partners for finite or infinite

          • Being stuck in contracts

          • The “Best”

          • Tech and Tax, Vendor or Partner? Who works for who or with who?

          • App raps, giving back, and accidents

          • Meeting Tim Ferris

          • Eminem’s new album… just for Scott

          • Time meets Jeff Bezos

          • Go with the flow and control your reactions

          • Accepting and giving back

          • Project positivity

          • Energizing events

          • Playing off other’s energy

          • Don’t set your goals with things you can’t control

          • Better yourself to better others

          • We mindset versus me mindset

          • Conferences to find Clayton at

          • Stage fright and imposter syndrome

          • Amanda Aguilar

          • Speaking Truth

          • Leading the infinite game

          • Wrapping up and rapping up

            • All the Shoutouts:

            Simon Sinek, Ron Baker, Brian Irwin, Tim O’Reilly, David Brooks, Liz Mason, Tony Robbins, Michael Gerber, James Carse, Marc Andreessen, Andreessen Horowitz, Netscape, Adam Grant, James Clear, Tim Ferris, Ryan Holiday, Marcus Seneca, Wayne Schmidt, Blake Oliver, CPA, Jeff Bezos, Douglas Sleeter, Amanda Aguillard CPA CISD

            1 hr 59 min
          • 122 FP&A vs Accounting (feat. Paul Barnhurst aka The FP&A Guy)

            Episode 122 | Recorded October 3, 2022

            Accounting High is supported by our Booster Club

            Thank you LiveFlow! 

            https://www.liveflow.io/partnerships/accounting-high

            Get 20% off for 3 months with promo code HIGH

            In this episode of Accounting High, Scott speaks with Paul Barnhurst about his career in finance and FP&A. They discuss the differences between accounting and FP&A, the marketability of financial planning applications, and the influence of cloud technology. Paul shares insights on pricing, company success, and getting followers on LinkedIn. They also talk about branding and competition in the industry. Listen in to hear Paul's perspective on FP&A and his journey as a full-time finance influencer.

            • Paul’s number and the start with numbers

            • Getting started on LinkedIn

            • Starting his business and becoming a full-time Kim Kardashian of FPanda

            • The podcast content and audience

            • Accounting vs FP&A

            • What do FP&A do vs Sales

            • Influence without power?

            • All the applications and who are they selling to?

            • Excel hell and the marketability of these apps

            • Pricing the right tool

            • Why hasn’t Microsoft made a tool?

            • Google?

            • The market and the cloud’s influence

            • Company founder success

            • VC Money

            • Hard numbers for Paul’s business

            • Who helps accounting

            • More about why LinkedIn

            • How did Paul get followers

            • Posting habits

            • What does a work week look like?

            • Branding, name origin

            • Competition?

            • A rap for Paul

            • LinkedIn stats

            • Wrapping up

              • All the Shoutouts:

              Jirav, Finmark, Clockwork, Anaplan, Salesforce, SheetRocks, Inc., Oracle, SAP, Xero, QuickBooks, Sage

              1 hr 7 min
            • 121 Increase Your Impact Influence and Income (feat. Katie Thomas, CPA) | #SocialStudies

              Episode 121 | Recorded February 13, 2023

              In today’s episode, Scott talks to Katie Thomas, CPA to discuss the highs and lows of her journey in the accounting world. From getting into accounting to starting businesses, Katie shares her experiences and insights on content creation, team building, and attracting clients. She also gives tips on building confidence as a content creator and shares her personal journey in setting goals, aspirations, and failures. Tune in to this episode to gain valuable advice and inspiration from a successful CPA and content creator.

              • Katie’s start

              • Collage, getting into accounting

              • Unicorns of accounting

              • The breaking point

              • Getting into LinkedIn

              • Content creation, just press post

              • Content of the early content

              • Getting more personal on the socials

              • Starting a business

              • Hard numbers, free time

              • The team, contractors vs employees

              • Dealing with ambitious employees

              • Is it work or for or fun work?

              • How does Scott decide content?

              • Getting clients and attracting talent

              • Being a content creator and building confidence

              • Getting better and just releasing content

              • What phase is Katie in?

              • Goals, Aspirations, and Failures

              • Dark social

              • Choosing a platform

              • Who does Katie follow

              • Books suggestions

              • Being rebellious

              • Wrapping up

                • All the Shoutouts:

                James Ashford, GoProposal, Ron Baker, David Barrett, Jason Staats, CPA, Anita Koimur, LiveFlow, Alex Hormozi, Grant Cardone, Gary Vaynerchuk, Rick Rubin, Mike Michalowicz

                1 hr 13 min
              • 120 Creating a Trust Economy at Your Firm (feat. Jeff Rudner, CPA)

                Episode 120 | Recorded January 23, 2023

                Accounting High is supported by our Booster Club Members

                Thank you AppStream! Powered by the GrowthLab

                Music Video for Simple Tasks!

                In this episode of Accounting High, Scott chats with Jeff Rudner, co-founder and COO of Proseer. Jeff shares his journey into cloud accounting, his experience with fractional CFO services, and the birth of Proseer. They talk about consolidating and partnering, and conversion to a  C-corp. Other things covered are tech stack, pricing and services, and the importance of team structure. Join in as Jeff shares his insights on tech adoption and the future of accounting, and Scott treats us with a rap to wrap up the conversation. Don't miss out on this informative and entertaining episode!

                • Getting started

                • Getting into cloud accounting

                • Left the startup and getting into fractional CFO services

                • Consolidating, partnering, and the birth of Proseer

                • Origin of the name Proseer

                • Numbers at the merge

                • Types of clients

                • Tech Stack

                • Pricing and service

                • Getting another partner/investor

                • Converting to a C-corp

                • Structure and Firm hard numbers

                • The team

                • Equity

                • Xero and Quickbooks

                • Tech adoption

                • Mac and PC

                • Inputs, outputs, notifications

                • Rap

                • Wrapping up

                  • All the Shoutouts:

                  Jason M. Blumer, CPA, QuickBooks, Sage, Ron Baker, Bill, Laurence Bernstein, CPA, Expensify, Ramp, David Barrett, Patrick Osborn, UltraTax, Karbon, AppStream, Dext, Ignition, Dialpad

                  1 hr 4 min
                • 119 Once Upon a Time: A Tax Automation Story (feat. Will & Ford Baker, CPA)

                  Episode 119 | Recorded July 18, 2022

                  In this episode, Scott and Jason sit down with Will Baker and Ford baker, CPA to discuss the world of accounting and software development.

                  The conversation covers a range of topics, from the challenges of tax season to making changes at a firm, including adopting a Me First mindset and cutting down staff. They also delve into the world of accounting automation, exploring the Once software and its unique features. As the conversation progresses, they touch on rebranding a business and the challenges of compatibility issues and outsourcing in the post-pandemic world. They also share insights on how to sell Once and differentiate it from other solutions in the market.  Whether you're an accountant or simply interested in software development, this episode provides an inside look into the world of accounting automation and the challenges facing the industry today.

                  • Ford & Will Baker

                  • Texas A&M

                  • Ford’s loss

                  • Blaming tax season

                  • Seeing improvements

                  • Making changes at a firm and getting rid of 1040 clients

                  • Me First mindset

                  • Other partners and firm size

                  • Cutting down staff

                  • Once accounting automation

                  • Why build the software?

                  • We used to have it figured out on paper

                  • What makes their software different

                  • Changing categories in the software

                  • Setting standards for your firm

                  • Other differences… Patent police

                  • Who’e idea was this?

                  • Name change/Rebranding

                  • Accounting High rebrand and other rebranding

                  • Funko pop and magnets

                  • Other solutions with Once

                  • The competition

                  • Access to data

                  • Compatibility issues of competing softwares

                  • What went wrong and solutions to these problems

                  • Post pandemic issues

                  • The outsourcing problem

                  • How to sell Once

                  • Rapping and Wrapping up

                  • Tax Twitter

                  • Rap and real music

                    • All the Shoutouts:

                    Sage, AICPA’s Engage, Nick Saban, Once Accounting, Intuit QuickBooks, Microsoft Nav, Xero, UltraTax, Wolters Kluwer, Go Systems, Thomson Reuters, AccountingWEB, Will’s Twitter, Ford’s Twitter

                    1 hr 15 min
                  • 118 Artist vs. Entrepreneur: A Book Report on The Creative Act by Rick Rubin (feat. Ron Baker)

                    Episode 118 | Recorded Februrary 21, 2023

                    Scotty’s back in the Office with our Principal, Ron Baker, and he has a copy of "The Creative Act: A Way of Being" by Rick Rubin. In this book report, they cover a wide range of topics, including creativity in art and accounting, the quest for efficiency, the role of humor in art, and the importance of paying attention to your surroundings. The conversation also touches on the challenges of being an entrepreneur and artist, the subjective nature of value, and the evolution of an artist's work. This engaging and thought-provoking discussion is a must-listen for anyone interested in creativity, art, or entrepreneurship. Tune in to hear more from Scott and Ron on "The Creative Act" and its many insights.

                    • Entering the principal’s office… Rick Rubin

                    • Comparing Ron to Rick

                    • Ron’s first thoughts - Anyone can be creative

                    • Spirituality and Art

                    • Output in art and accounting and the efficiency quest

                    • Jasper Report

                    • AI usage

                    • Humor and Art are confrontational

                    • The quest for efficiency

                    • Childlike wonder and awe

                    • Repackaging old ideas with new insight

                    • Patience versus Efficiency

                    • Unique art alienates and divides

                    • Purpose being debatable

                    • Race and color tweets and being offendable

                    • Alienating yourself and following your intuition

                    • Paying attention to your surroundings

                    • Seeing the signs around you

                    • R.A.A.P. Book

                    • MAAP

                    • Being a conduit for inspiration

                    • Everyone does things their own way

                    • Entrepreneur and Artist

                    • Sharing versus Scarcity

                    • A few quotes

                    • How the book was written and what makes it special

                    • The new rap name and new rap

                    • Writing the rap

                    • Profitability and Cash Flow

                    • Habits to get things done

                    • Value is subjective

                    • You’ll never make it

                    • Evolution of an artist

                    • Our own filters and unique voices

                    • We like different takes

                    • Artist vs Entrepreneurs

                    • The suffering artist

                    • Superintendents, boards, field trips

                    • ABC tournament and the Anti-Conference

                    • Book Reports on going

                    • Summary of the book

                    • How to read a book

                    • Writing How to RAAP

                    • On the Crux: A challenge about value

                    • Wrapping up

                      • All the Shoutouts:

                      Greg Kyte, CPA, Rick Rubin, Broken Record, Jason Ackerman, CPA, CFP®, CGMA, Times up, Jasper, Conversations with Tyler, South Park, Arthur Schopenhauer, John Wooten, James Clear, Simon Sinek, Tim Williams, Nikole Mackenzie, David C. Baker, Caddyshack, Dave Chappelle, Terrell A Turner, CPA, Kenji Kuramoto, James Ashford, Michelle Weinstein, Tim Ferriss, Leonard Cohen, Bob Dylan, John Lennon, Eminem, Paul McCartney, Beatles, Elvis Presley, Sage, Thriveal, The Crux, Momentum Accounting, Inc, Mortimer J. Adler

                      1 hr 47 min
                    • ABC10 Tournament LIVE Final Four Reveal

                      Recorded LIVE on April 2, 2023

                      ABC TOURNAMENT ROUND 4 RESULTS SHOW

                      featuring very special guests

                      Guy Pearson of Ignition

                      Randy Crabtree of The Unique CPA

                      David Leary of The Cloud Accounting Podcast


                      join us as we discuss the results of round 4 of the ABC Tournament


                      ⁠Round 4 Results⁠ (to follow along while listening)



                      BREAKFAST BRACKET RESULTS

                      ROUND 4 RESULTS

                      GUEST DISCUSSION

                      FINAL FOUR MATCHUP PREVIEW



                      1 hr 33 min

                    About Accounting High

                    From the publisher's feed

                    Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next…