shout out to our sponsors this week:

Xero ... the Sons of CPAs love Xero, if you couldn't tell

Gusto’s People Advisory Training… go to gusto.com/training and enter Code Sons100 at checkout and you’ll get $349 off and some CPE!

in this episode, we talk about positioning yourself and your accounting firm in the market

#NiksTips for a good Positioning Statement

shout outs:

EarmarkCPE, cloud accounting podcast, Blake Oliver and David Leary, BNACPA.com, Jason Ackerman, Padgettnc.com/team, Rlz.io, Jason Staats

... and stay tuned for some #StaatSnacks and #CPAliens

Episode 44 | Recorded December 31, 2021

shout out to our sponsors

Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win

Clockwork.ai … check it out for a shot at $100

this week we have on the power couple, Nicole Davis, CPA and J W Davis ... founders of Butler-Davis Tax & Accounting, LLC based out of Atlanta, GA  

In this episode we talk about: 

• the dynamics and logistics of successfully living and working with your spouse 

• balancing a digital presence with 5 kids 

• the hard numbers 

• different ways to approach growth at your accounting firm 

• chess  

Advice for Spouses working together from J W Davis "my suggestion would be to define your roles. So that way there is no confusion on who does what...and don't sweat the small stuff...you know, we're around each other all the time...you gotta just have fun, play with each other. We joke a lot... you just got to enjoy each other's company."   

shout out to NABA INC.

shout out to Andrew Argue, CPA

shout out to Scott Scharf and Patti Scharf

shout out to Accounting Salon 

shout out to 🔥 Michael Ly

shout out to Gusto, ADP, QuickBooks Company

shout out to our newest sponsor LiveFlow, get 20% off your first 3 months with code SONS at LiveFlow.io/sons

Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win

#5minLy where Michael Ly and Scott Scarano discuss running their modern accounting firms with some some choice topics from Karbon Magazine 

this week's article

https://karbonhq.com/resources/not-to-do-list-accounting-firm-efficiency/

Recorded on 2.22.22 …Happy TwosDay!

Today we’re talking about Tech Partners…

“I'm just pleased to participate in this podcast production pertaining to particular peculiarities of partnership.” Kenji

people shout outs: Kenji, Niks, Scott, Joel Lacayo, Pat Perez, Michael Ly, Rod Drury, Matthew,

tech partner shout outs: Xero, Relay, QuickBooks, CollBox, Gusto, ADP, Digits, Drizly

Sons of CPAs Podcast

Episode 43 | Recorded December 27, 2021

Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win

shout out to our newest sponsor LiveFlow, LiveFlow.io/sons

let’s count all the pop culture references in this episode that's really about the business of running an accounting firm:

Drew Carrick aka The Rapping CPA aka The Character, Snoop Dogg, Suge Knight, Death Row Records, Puff Daddy, Andre 3000 and OutKast , Lil Baby, Game of Thrones and the Dothraki, Marvel, J. Cole, Michael Jackson, The Weeknd, Ye, the artist formerly known as Kanye West, Jay-Z, R. Kelly, Big Boi, Drake, Nas, Tupac

shout out to N. Carter aka Nayo Carter, “Nayo’s a Superstar”

from humble beginnings to CPA to prisons to CEO with almost a million-dollar mindset

shout out to Ian Vacin

south’s got something to say, put some south in your mouth

represent Southeast Asia, North Carolina, Tennessee, Louisana, and Mississippi

what do Warren Buffet, Charlie Munger, Jay-Z, James Prince, TI all have in common? they’re all having lunch with Jeff Wilson one day…

Sons of CPAs Podcast Bonus Drop, #NiksTips+ on Partners Pt 1

Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win

Episode 42 | Recorded December 20, 2021

LinkedIn’s Cutest Accountant (feat. Michael Eckstein, EA)

subscribe to Michael's newsletter here: https://restingbusinessface.com/

shout out to our sponsors this week:

Clockwork and Xero

Zachary Call, CPA’s only takeaways this episode:

“some things just stick”

“roll with it”

scott scarano, ea 🥶😈’s takeaways this episode:

“when you’re a one-person-show you have to pick and choose what you are doing very carefully”

“don’t take on tax work that you know you can’t do”

“a 1041 tax return should be 3x the amount you charge for a 1040”

“let’s fight some people over reasonable S corp comp”

Michael’s takeaways this episode:

“live your dreams”

“don’t commit tax fraud”

“have a good christmas”

“don’t wait for Jewish Hell”

“late fees don’t fix cashflow”

and Michael’s religious rant at the hour mark… Jews figured out to make drinking a good deed and we don’t have hell, and everyone else screwed that up for us

…Proposal Softwares to be more specific

Sons of CPAs Bonus episodes where Nikole “Niks” Mackenzie and Scott Scarano share a small but useful piece of practical advice as it relates to running their professional accounting firms.

This episode is brought to you by the letter P…

today we’re going to discuss delivering Proposals for your accounting firm and the Proposal Platforms that we’re both on, Ignition and GoProposal

here are the 5 Things that we look for in proposal software:

Pricing

Packages

Processes

Payments

People

shout out to James Ashford and the team at Ignition

Episode 41

Shout out to our sponsors this week:

Seeya next week

Season 2 Episode 9 Bonus

Sons of CPAs Bonus episodes where Nikole “Niks” Mackenzie and Scott Scarano share a small but useful piece of practical advice as it relates to running their professional accounting firms. This episode is brought to you by the letter P… these bonus episodes are deep dives into topics that start with the letter P, and it’s a little different than our regular episodes

Pods are how you structure your team in terms of how you deliver your services to your clients. 

Shout out to Niks … and her regular guest Episode on Sons of CPAs podcast

https://anchor.fm/sonsofcpas/episodes/Beyond-Building-Momentum-feat--Nikole-Mackenzie--CPA-e15v293

shout out to Josh Lance at Lance CPA Group who introduced me to the pod concept years ago

shout out to Ron Baker and the Soul of Enterprise podcast… efficiency is the enemy of effectiveness

shout out to Shane Mason at BrooklynFI and the Liquidity Event podcast… and for not tracking time!

shout out to Jody Grunden and the Modern CPA Success Show podcast… we've had some great episodes with pretty large firms that are doing this successfully, $10 million firms that have pod structure that are, very successful at it. And they're adding data analysts, and different people to a pod structure to enhance it and to make it stronger and to make the client relationship stronger and also increased profitability.