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Episode 117 | Recorded January 24, 2023
Accounting High is supported by our Booster Club Members
Thank you AppStream powered by the GrowthLab https://www.growthlabfinancial.com/automations-for-accountants?ah
Music Video for Simple Tasks!
In this episode, Scott gets a one-on-one with Amy Vetter, who shares her insights on various topics related to business and personal growth. The conversation covers everything from the foundations of accounting and setting boundaries, to finding joy and happiness in life and work. Amy also discusses her own journey from one business to another, and her approach to writing books. This engaging and inspiring discussion is essential for anyone looking to grow personally or professionally.
The B3-GINNINGS
Scott’s parallels
Being a speaker and teacher
The foundation of audit and saying yes and no
The setting of boundaries
AV accounting and QuickBooks, Finding, Consulting
Moving in another direction
Finding yourself and leaving one business for another
Think like a monk
Joy and Happiness
Raps for books
Empathy vs Pity
Emotional Intelligence in the younger generation
Being a business mother
From app to app to app
Writing books
Feeling about pivoting and working with intuit
Colors
Wrapping up
All the Shoutouts:
KPMG, Douglas Sleeter, Intuit, Damien Martin, Simply Tax, Jay Shetty, Sage, Xero, Wiley
Episode 116 | Recorded July 25, 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
Today we have Scott and Kelly Gonsalves on the show. Together, they explore the exciting and evolving world of accounting, delving into how the industry is growing and changing. They also take a closer look at the impact of shifting client bases and the challenges that accounting firms/businesses face in the age of remote work. Throughout the episode, they touch on a variety of engaging topics, from the latest trends in high school music to the role of color in our lives, they even chat about sports!
Whether you're an accounting firm owner looking to stay ahead of the curve, a business owner trying to navigate a rapidly-changing landscape, or simply someone interested in the fascinating world of accounting and finance, this episode has something for you
Colors
Tattoos and soundwaves
Who is Kelly and Creativity
Childhood and school
Growing up and not growing up
Old Internet
Old phones
High school music back in the day versus today
Totally the story
Growing the community and Twitter
Types of clients at the beginning
Shifting the client base
What does Totally SEO do?
Clients and tech-forwardness
In-person versus online
The other Kelly Gonsalves
Twitter and the Socials
The generational characteristics and different personas
Pink and Blue
Sports
The different audiences, clients versus colleagues, and imposter syndrome
Kelly’s style and Clippy
Worries and post-covid, and getting rid of the unnecessary stress
Learning to say no
Not shifting to new apps for clients
Say no to opportunity?
Money and what you want and generational differences
Rapping and Xerocon parties
Xero and Quickbooks changing lives
Firm Hard Numbers
Leading Ladies
Child break
Back to leading ladies
How they do their thing and AH March
Fanny packs
Creative outlets and business
Stage fright
Notifications
What’s next for Kelly?
Appy Camp
Intuit bubble
Colors in the hair
Looking younger, being fun, and being taken seriously pros and cons
Wrapping up
All the Shoutouts:
Totally Booked, Totally SEO, Megan Genest Tarnow, Sherrell T. Martin, Greg Kyte, CPA
Episode 115 | Recorded September 29, 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 with Scott, we have Garrett Alexander, CPA, talk about his journey in the accounting industry, branding, managing people, and running a firm. They discuss the advantages of starting your own firm and offer advice on how to protect good employees and deal with bad clients. They also delve into topics like finding purpose, having confidence, and learning from failures. Tune in for an entertaining and insightful conversation between two experts in the field. Don't miss out!
Growing up
The whole story in a nutshell
Getting into accounting
Working with your significant other
Branding and how the firm works
What made him leave the precious firm and advantages with a smaller firm
Bad apples
When to start your own firm
Managing people, running a firm
Bad clients, bad employees, protecting the good ones
Keeping good employees
Finding purpose and enjoying work
Getting older, staying youthful
Collaborative competition
Having confidence
Ambiverts, Introverts
Dealing with bad clients
Being empathetic toward the staff
The new rap, Saying no
Making real decisions
Failures
Firm Hard Numbers
Advice from Scott to Garrett
Being on the show, having fun, wrapping up
Scott Dips
All the Shoutouts:
Greg Kyte, Notion
Episode 114 | Recorded March 15, 2023
Episode 113 | Recorded October 31, 2022
Thank you to our AH Boosters!
Tallyfor - Book to tax in minutes, not hours - check em out at tallyfor.com
In this podcast episode, Scott and Jason talk to Roger Knecht PB, PGE, VB, President of Universal Accounting. Our hosts and Roger provide valuable insights into building a successful accounting practice, from branding and coaching to pricing and profitability. Whether you're an accountant looking to grow your business or simply interested in the accounting industry, this episode is definitely worth a listen. So, tune in and hear from Roger, Scott, and Jason on how to Build a Profitable Premiere Accounting Practice.
How did Roger get into the space
Branding and Logos
Becoming the third president of Universal Accounting
When do companies need Universal?
How to implement the help with coaching versus advisory
Athletics analogy
Teaching accountants to be coaches
Issues people have learning to coach
What are accountants scared of?
CFO service margins in sole versus firm
Different business structures, services, and profitability
Bookkeeping versus Accounting
Accounting is the language of business
Pricing Accounting and CFO
Mentor, Advisor, Consultant, and Coach semantics
CPAs
What does Universal call different roles?
CEO model or Partnerships?
Different business structures
A success story
Doing the work the right way
The accountant’s accountant: The business coach
Single line items and bad bookkeeping
Advertising lines
Being the CEO and President of a family business
“I fired my wife”
It’s not personal, it’s business
Back to Universal logos
Where to find Roger & wrapping up
All the Shoutouts:
Universal Accounting, Netflix, Harry Potter, Exxon
Recorded LIVE on March 26, 2023
featuring very special guests Alison Ball, Blake Oliver, and Terrell Turner
join us as we discuss the results of round 3 of the ABC Tournament
Round 3 Results (to follow along while listening)
ROUND 3 RESULTS Show
4:30 Opening, introduce hosts and their platforms (10min)
4:40 Prize Draw #1 (5min)
4:45 BREAKFAST BRACKET REVEAL (10min)
4:55 Prize Draw #2 (5min)
5:00 ROUND 3 RESULTS (25min)
5:25 Prize Draw #3 (5min)
5:30 TAX BRACKET RESULTS (10min)
5:40 Prize Draw #4 (5min)
5:45 ROUND 4 MATCHUP PREVIEW (15min)
Round 3 prizes
#1 PRE BREAKFAST BRACKET PREVIEW
Tallyfor - Peter Wen (1X) - 159834
Swag Packs (Hat, Chocolate Coffee beans, hacky sacks) - 1 each live show
Liscio - Alison Ball 110987
a cool swag pack (backpack, hoodie and socks)
#2 PRE ROUND 3 APPLICATION RESULTS
Unique CPA - Randy Crabtree - 154321
Ticket to the unique cpa conference ($649 value)
RoundTable Labs - Richard Roppa 143789
3mo free membership to RTLabs (new members only) + $50 gift card (1 each live show)
#3 PRE ROUND 3 EDUCATION RESULTS
Earmark - Blake Oliver - 124567
1 year Earmark subscription (new subscribers only) (1 each live show)
Future Firm - Ryan Lazanis - 150000
2 months free to future firm accelerate. (new members only) (1 each live show)
#4 PRE ROUND 3 PREDICTIONS
FreshBooks - Twyla Verhelst & Alex Miles (2X) - 107632, 159086
FB Waterbottle and a FreshBook (2x each live show)
Intuit QBO - Jessica McCracken - 133777
QB Swag Pack (1x each live show)
Episode 112 | Recorded October 17, 2022
Join Scott for an exciting episode as we sit down with the Queen of the cloud, Heather Smith, as she shares her journey from the birth of her blog to becoming an author.
We explore the concept of "glocal" and how Heather's visionary perspective has led her to connect with people from all over the world. Heather also shares her experiences with Xero and the ripple effect that this software has had on other accounting communities. We delve into her travels and experiences at Xerocons.
Throughout the episode, we explore the world of accounting and discuss monetization, hard numbers, and strategic partners, while also delving into the power of branding. We explore a range of topics, including the benefits of microlearning, the importance of in-person events, and the value of storytelling. So join us for a fun and informative episode that is sure to leave you feeling inspired and motivated to take your business to the next level.
The story of the Queen of the cloud
Birth of the Blog and Books
“Glocal”
The visionary seeing above
Rod Drury and Xero
The different softwares rippling from Xero
Communities from these softwares
Traveling and interconnection with people
Xerocons, weather, and other things
2020 and Heather’s Response
The look
Rapping and Creatives
The socials and using them to educate and write a book
Speaking, social influence, and promoting events
Heater’s podcast and how to use one
Different platform styles
YouTube
TikTok
In-person events
The numbers and relevant conversations to platforms
Omnipresence on the socials
The Accounting niche
So what about AH?
Scott’s response, active listening
The experience of the audience
The guests on the podcast
Monetization and hard numbers
Strategic partners
Bridging apps and accountants
Colors
Branding
Who to get on the podcast
Microlearning
Getting information from apps
Travel stories
All the Shoutouts:
Xero, Amazon, Apple, dummies, #NiksTips, Rod Drury, Jared Armstrong, MinuteDock, Richard Francis, Tom Wallace, Re-Leased, Timely, Vaughan Fergusson, Vend, Fathom, Blake Oliver, CPA, Hector Garcia, CPA.CITP, David Leary, Intuit, David Barrett, Kellie Parks CPB, Canva, Scott Scharf, Acuity Accounting, Microkeeper, Divvy, Wayne Schmidt, Kenji Kuramoto, Chris O'Neill, Aynsley Damery, Karbon, FreshBooks
Episode 111 | Recorded October 6, 2022
In today’s episode, Scott talks to Dan Luthi, of Ignite Spot Accounting Services. Dan shares his story, from his younger days to how he got into accounting. He talks about how his Mormon faith has influenced his desire to help people. Dan also shares his insights on how to avoid issues in business, building good client relationships, and thriving in the industry. He discusses the firm’s hard numbers, equity, and they also talk about cloud accounting. Dan advises on how to hire and work with CFOs, build a management team, and be cognizant of diversity in the workplace. Another episode that’s sure to bring great value to all firm owners.
The intro and the radio from hell
Young Dan
Building doors
When he switched to accounting
A little about Dan and his family
Being a Mormon and helping people
Helping people and accounting
Time and hourly contributions
Dealing with issues and not pointing the finger
Having good clients
Scope seep and scope creep
Thrival
Ignite Spot Firm and Hard numbers
Equity at the firm
Commitment to the organization
App stack
Cloud accounting and tax law
Bookkeeping, CAAS, tax first, etc.
Getting out of tax
Leading with Tax and Bookkeeping differences
Shifts in the industry
CFO services
Sales
Personnel capacity
Forecasting services and tools
How to hire CFOs and margins
Paying CFOs and working with them
Management Team
The CEO role
Diversity and being cognizant
The Good, The Bad, and The Ugly Accounting Podcast
All the Shoutouts:
Ignite Spot Accounting Services, Ron Baker, Jason Ackerman, CPA, CFP®, CGMA, Jason M. Blumer, CPA, Karbon X, Judah Kosky, Ryan Lazanis, CPA, Xero, Intuit QuickBooks, BILL, Gusto, ADP, Rippling, Dext, Avalara, Ignition, Drake, Kanye, Canopy, Thomson Reuters, Envoy, Divvy, Nikole Mackenzie, Lorilyn Wilson, CPA
Recorded March 19, 2023
Accounting High presents the Accountant Bracket Challenge
LIVE SHOW RAFFLE DRAWINGS
#1 PRE ROUND 1 RESULTS
Bookkeeping Side Hustle - KJJ - TICKET # 126543
I can give away my T-account mousepad.
Workflow Wateringhole - Kellie Parks - TICKET #134567
a template of their choice https://cloudaccountingtemplates.com/templates-by-category
#2 POST ROUND 1 RESULTS
FreshBooks - Twyla Verhelst & Alex Miles (2X) - TICKET #117891, TICKET #143256
FB Waterbottle and a FreshBook (2x each live show)
Once Accounting - Ford & Will Baker - TICKET #121212
We would love to be able to offer some "firm care package" or lunch for busy season.
We'd want to cap it at a couple hundred dollars
#3 POST ROUND 2 REVIEW
Tanya’s Bookkeeper Bootcamp - Tanya Hilts - TICKET #138888
We would like to offer a full year scholarship to our next bootcamp session as a prize. The value is $4050 and this would be for the upcoming April Session starting in a month.
Tallyfor - Peter Wen (2X) - TICKET #105678, TICKET #129876
Swag Packs (Hat, Chocolate Coffee beans, hacky sacks) - 2 each live show
#4 POST ROUND 2 RESULTS
Unique CPA - Randy Crabtree - TICKET #132465
Tickets to the Unique CPA Conference (1 each live show)
RoundTable Labs - Richard Roppa - TICKET #144444
3mo free membership to RTLabs + $50 gift card (new members only) (1 each live show)
#5 POST ROUND 3 REVIEW
Earmark - Blake Oliver - TICKET #127890
1 year Earmark subscription (new subscribers only) (1 each live show)
Future Firm - Ryan Lazanis - TICKET #137845
2 months free to future firm accelerate. (new members only) (1 each live show)
Episode 110 | Recorded January 25, 2023
Automate your Simple Tasks! AppStream powered by The GrowthLab
Simple Tasks! Music Video
Scott and Logan Graf, CPA are back to have another laid-back chat talking about everything from accounting to making music videos. As they catch up, they reminisce about how Scott once saved Logan's life. This conversation is about delegation, treating everyone with respect, and the potential for AI and automation in the profession.
All the Shoutouts:
Xero, QuickBooks, Ron Baker, Chad Davis, Karbon, Jasper, Blake Oliver, CPA, Jason Staats, CPA, Expensify, Relay, FreshBooks, LiveFlow, Byron Patrick, CPA.CITP I CGMA, Botkeeper, Nikole Mackenzie, Daniel Gertrudes, GrowthLab, AppStream, Dropbox, Slack, Gusto, ADP, Digits, Earmark, Paul Glantz, CPA
From the publisher's feed