Sign up to save your podcasts
Or
Share Accounting High
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Accounting High
Accounting High episodes
- 025 Determined. Agile. Vision. Evolve. (feat. Dave Olsen, CPA)Episode #25Determined. Agile. Vision. Evolve. (feat. Dave Olsen, CPA)recorded 8/23/2021Dave Olsen, CPA | CEONimbl & Nimbl StaffingSouth Jordan, UT2 from Brigham Young University accounting to information systems to programming to EY5 the CFO of a 5 person startup isn’t a full-time job7 Are you a multitasker or an entrepreneur?9 from India to the Philippines in 2012…***shout out to Cathy Tio at Nimbl Staffing***10 Putting your business pants on in 2017…***shout out to Patti Scharf, CPA***13 The birth of Tanalytics… the death of Tanalytics…***shout out to Jason Staats, CPA, MBA***15 Where did the name Nimbl come from?18 Your brand should be a reflection of you…according to Scott Scarano 🥶***shout out to our sponsor Practice Ignition***21 What brings you the most joy?23 Reverse engineering, kinda like our friends at Acuity CFO Online Bookkeeping Accounting and Business Tax?***shout out to Matthew May & Kenji Kuramoto***24 To Scale by leveraging your own experiences through your team***Get your Nimbl Staffing on today at Nimblstaffing.com***25 Rebranding, a worthy $10k investment!***shout out to Reed Hill***27 Let’s hear about your app-stack…***shout out to Intuit QuickBooks, Xero, Gusto, Bill.com, Asana, Front***29 Let’s talk about A World Without Email, and our buddy Cal Newport…30 Let’s teach our clients how to work with us…from the start31 Two hour response times… YIKES!!***shout out to Jason Fried at Basecamp***36 Is your tech-stack scalable? Will it still work if you double or triple in size?***shout out to our sponsor Reach Reporting***39 So Dave, what does the future hold for Dave Olsen and Nimbl?40 CFO work and building financials models in Google Sheets vs any platforms…42 Dave’s current focus: Growth and Scaling and Team Training***shout out to Kenji Kuramoto & Matthew May, again******shout out to Scott’s mom, he’s trying not to curse now***46 Zachary’s philosophy: Hire with your gut, fire quickly.47 Let’s talk about the Book of Mormon… and the great outdoors of Utah51 Living and working through COVID***shout out to Amanda Aguillard CPA CISD & ▪David Leary▪******shout out to Bronco Mendenhall***55 min
- #20minLy | Lost Loved Employees, Good GriefHello and welcome. We are all the Sons of CPAs. Join us with this week's #20minLy or Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice topics on running their respective modern accounting firms.Today's Topic: Losing key employees that your team loves, and techniques or ways of planning for and grieving for lost employees in general...19 min
- 024 Looking Back to the Future (feat. Chris Farrell, CPA/CEO)
Episode 24
Looking Back to the Future (feat. Chris Farrell, CPA/CEO)
recorded 8/16/2021Chris Farrell, CPA | CEO Liscio.meSan Francisco, CA1 Tell us about how you got started in the accounting industry…3 Tell us about your dad’s embezzlement scandals…5 Tell us about the coolest thing that happened at USC Santa Barbara…***shout out to our sponsor Reach Reporting***12 Tell us about transitioning from accounting to tech…***shout out to Oracle & Stratacomm***13 Tell us about the first jump, when you left Arthur Andersen…16 Tell us about Liscio…23 How did your accounting background help you with a startup?***shout out to René Lacerte******shout out to Bill.com, Paycycle & Lacerte***24 Tell us about not having a CPA for the first couple years…27 Tell us about some times that you regret not having a good advisor early on…31 Accountants can be the bridge between the past and the future***shout out to our sponsor Practice Ignition***37 Who is at the table with the entrepreneur?39 Give us the Liscio sales pitch…45 Where do you see Liscio in 5 years?47 Ackerman’s screen is frozen…52 To the next phase of consolidation with our apps…Please leave us a review and subscribe, that would be super dope!54 min - #5minL² | Experimentation w/ Notification Depreciation
#5minL² | Experimentation w/ Notification Depreciation
Episode 01
LEADERSHIP LESSONS | INDUSTRY TRENDS | CLIENT EXPERIENCE
Hello and welcome. We are all the Sons of CPAs. Join us with this week's #5minL² with your hosts Chris Farrell and Scott Scarano.
#5minL² defined:
1. derived from our #5minLy bonus episodes BUT with another sub-co-host this time on Leadership Lessons or L²
2. Sons of CPAs Bonus episodes where Chris Farrell and Scott Scarano discuss some choice articles from Liscio Newsletter
https://liscio.me/leadership-lessons-take-care-of-ourselves/
30 min - 023 PPP: A President’s Personal Priorities (feat. Roger Harris, EA)
Episode #23
HAPPY HALLOWEEN 2021
PPP: A President’s Personal Priorities (feat. Roger Harris, EA)
recorded 8/2/2021
Roger Harris, EA | President of Padgett Business Services
Athens, GA
***shout out to our 1st PAID sponsor Reach Reporting***
5 I will not play golf if I don’t need a cooler to keep the beer cold
6 After you’ve found your career, did you really need your CPA?
10 Don’t question Mr. Padgett, or he will fire you!
12 The principles of marketing to clients haven’t changed in 50 years
13 How did you go from the paperboy to running Padgett?
15 What’s the biggest change from when you started 40 years ago?
16 Has it been a struggle to get a lot of the older Padgett offices to change their mindset?
17 We have to stop getting paid for what we do, and start getting paid for what we know.
18 Our value is not looking backward, but looking forward
21 It’s easier to keep you out of trouble than to get you out of trouble
24 Serving on the IRS Advisory Council for 4 years
25 The IRS is one of the biggest Social Welfare programs in the world
***shout out to Charles O. Rossotti***
29 The IRS might get worse before it gets better.
30 Roger, at what point are you going to roll up your sleeves and fix the IRS?
***shout out to our 2nd PAID sponsor Tallyfor***
35 How many real IRS audits have any of you been through?
36 Intent and ignorance have the same effect on the tax system
41 At the end of the day every checker player can become a king
43 The biggest mistake we make as professionals is we don’t set priorities
46 Do not spend $5 of my money looking for $1 of someone else’s
47 Everything has to be judged on the priorities you set and materiality
48 What do you look for in a new Padgett Franchisee?
49 Tell us some old client stories
52 Set family and personal priorities and stick to them
***shout out to Jeff Phillips***
***shout out to Amanda Aguillard***
59 min - #5minLy | The Color Yellow
Sons of CPAs Episode 22 Bonus
10.26.2021
#5minLy | The Color Yellow
Episode 11
LEADERSHIP | RECRUITING
#5minLy defined:
Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice topics from Karbon Magazine about running their modern accounting firms.
https://karbonhq.com/resources/30-interview-questions-to-help-you-identify-the-best-candidate/
13 min - 022 π’s Logic Accounting Brain (feat. Guy Pearson, CEO)
Episode #22
π’s Logic Accounting Brain (feat. Guy Pearson, CEO)
recorded 8/2/2021
Guy Pearson, CEO | Chief Ignitioneer | Head Janitor
Practice Ignition | Sydney, Australia
2 Trading Places and the Crescendo of Agricultural Economics
3 Being older than your father ever was
6 Aussie Rules IPA, Institute of Public Accountants
8 Do you want $20 in the bank or $20,000 at the end of the year?
***shout out to Xero, Skype, Google Suite, Dropbox***
***shout out to Receipt Bank, Fathom, and Spotlight***
11 An online ledger with an API, Bank Feeds, Single Ledger… god bless Xero
13 If you’ve traveled around the world, you probably bumped into an Australian
18 THE BIRTH OF… Interactive Accounting P/L
21 THE BIRTH OF… My Financial Solutions
22 THE BIRTH OF… My PIR (Property Investment Report)
26 Not doing any day-to-day work in your firm after 3 years!
***shout out to Josh Lance***
28 Firm Ignition, Group Ignition, and Practice Ignition
30 THE BIRTH OF… Practice Ignition
***shout out to Stuart McLeod***
***shout out to Matt Allen***
35 When will everyone see the logic of running monthly retainers?
***shout out to Steph Hinds, Head Ninja @ Growthwize***
***shout out to Rod Drury***
37 The 3 F’s
39 A Global Mindset from Day One
***shout out to Brendan Allen***
***shout out to Tom Maxwell***
***shout out to Don Miller***
***shout out to Tiger Global***
***shout out to Relay, Xero, Dext, Hubdoc, QuickBooks***
***shout out to Karbon***
***SPECIAL shout out to the Practice Ignition Team***
49 Smarter Together, Better Together
50 It’s the End of the Beginning…
52 min - 021 Blueprint 2: The Amalgamation (feat. Brian Clare, CPA)
Episode 21
Blueprint 2: The Amalgamation (feat. Brian Clare, CPA)
recorded 8/2/2021
Brian Clare, CPA, CMA | Blueprint Accounting
Entrepreneur | Cloud Technologist | Automation Specialist
***shout out to Chrisio at Liscio***
***shout out to Ian at Karbon***
***shout out to Ackerman at BNA***
***shout out to Oracle, SAP, NetSuite, QBO, Xero, and Freshbooks***
3 there’s gotta be another cloud accounting GL platform to compete w/ Xero and QB…
***I guess…shout out to Sage***
***shout out to Michael LySki***
7 Partnership breakups, makeups, mergers, acquisitions, and amalgamations!
8 CA = Chartered Accountant, similar to CPA in the US
8 CMA = Certified Management Accountant
8 CGA = Certified General Accountant
***shout out to Scott Armstrong***
***shout out to Richard Aprio Kopelman, CPA/CEO***
***shout out to Jay-Z***
10 What’s in a name?
11 What’s your firm's primary focus?
12 What’s your philosophy on time?
16 How many employees do you have?
***shout out to Scott Scharf, CTO***
17 What are your revenue goals?
***shout out to Christopher Leon, EA***
19 Do you still do sales at your firm?
23 What happens when pricing services come up with your bookkeepers or accountants?
23 Why do we accept that a client will get mad about the price?
26 What’s your current philosophy on Change Management?
***shout out to Accounting Salon***
***shout out to Amanda Aguillard, CPA***
***shout out to Kenji Kuramoto, CEO at Acuity***
***shout out to Liz Mason, CPA at High Rock***
28 A world buried by email
29 Time Blocking
30 How do we find time to do the things we used to before firms and families?
32 What did we do before iPhones and Social Media?
34 How do you do your SOPs or Standard Operating Procedures?
***shout out to Loom and Scribe***
***shout out to Microsoft Teams***
36 How do you guys handle digital security?
***shout out to Webroot***
39 Do you have an email philosophy?
***shout out to Liscio***
***shout out to Nayo Carter-Gray, EA, and takingyourfirmvirtual.heysummit.com***
46 Let’s talk about the Accounting Automations Workflows podcast!
***shout out to Heather Satterley, CPA***
***shout out to Jay-Z***
51 min - #5minLy | Shiny Happy Hybrid Teams
Sons of CPAs Episode 20 Bonus
HAPPY TAX EXTENSION DEADLINE 2021!!!
10.15.2021
#5minLy | Shiny Happy Hybrid Teams
Episode 10
LEADERSHIP | DISTRIBUTED TEAMS | WORKING REMOTELY
#5minLy defined:
Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice topics from Karbon Magainze about running their modern accounting firms.
https://karbonhq.com/resources/3-infrastructure-pillars-to-run-a-remote-or-hybrid-accounting-team/
Bonus Music Video! https://www.youtube.com/watch?v=YYOKMUTTDdA
21 min - 020 Prioritizing Work, Relationships, and Finance in your Accounting Firm (feat. Ian Vacin, CCO)
Episode #20
Prioritizing Work, Relationships, and Finance in your Accounting Firm (feat. Ian Vacin, CCO)
recorded 7/19/2021
Ian Vacin, CCO | [email protected]
Chief Bottle Washer, Chief Janitorial Service, and Chief Customer Officer
Karbonhq.com
3 The three Karbon KPIs are Sales, NPS, and Net Dollar Retention (NDR) plus two others, Platform and Innovation
***shout out to Tim Donohoue***
7 THE BIRTH OF… Triage
12 THE BIRTH OF… Ian Vacin
***shout out to Stuart McLeod***
***shout out to John Freeman***
16 THE BIRTH OF… Karbon
18 The bridge between Billing and Time for larger firms
20 Accountant’s Stool is made up of 3 Pillars: Work, Relationships, and Finance
26 Why Ian is worried about the future of the profession…
30 COVID could have been the shock to the system that we needed, for better or worse…
34 Stuart the Optimist, Ian the Realist, and John the Pessimist
***shout out to Rod Drury***
***shout out to Ali Grigg***
***shout out to Ross Jenkins***
***shout out to Jeff Phillips***
***shout out to Amanda Aguillard***
***shout out to Roger Harris***
41 Karbon as good stewards for the Accounting Community
***shout out to Chris Farrell***
45 Ian’s realization on how Karbon is such a game-changer in his own life…
48 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…
generation of accounting professionals questioning the state of the accounting profession.