Accounting High

Sons of CPAs Episode 18 Bonus 

#5minLy | Customer Service is Where We Win 

Episode 09 

PERFORMANCE | SERVICE 

#5minLy defined: 

Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice topics about running their modern accounting firms. 

Episode #18

Monetizing Advisory as a Product (feat. Kathy Gregory)

recorded 7/6/2021

Kathy Gregory | @KathyGregory1 | liveplan.com

Eugene, OR

Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano.

4 The kismet of Kathy finding Palo Alto Software

***shout out to Tim Berry***

9 Define Management Accounting

10 How do I monetize advisory?

14 Kathy, we have a lawsuit…

18 Time should not be tracked to set prices…

19 What do you think accounting firms are doing wrong?

22 How do we service our clients the best?

27 What do small businesses want from an Advisor?

***shout out to Sabrina Parsons***

***shout out to Mark Wickersham***

***shout out to Ron Baker***

***shout out to Ian Vacin***

***shout out to David Cristello***

32 Kathy, what’s your relationship with your accountant?

36 Selling predictability

39 Monetizing opportunities

40 Selling without selling

45 Give a firm or an accountant one piece of advice they can take away from this…

Sons of CPAs Episode 17 Bonus

#5minLy | HR Services or People Advisory?

Episode 08

BENEFITS | CONSULTING | ADVISORY

Hello and welcome. We are all the Sons of CPAs. Join us with this week's #5minLy with your hosts Michael Ly and Scott Scarano.

#5minLy defined:

Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice articles from #LizMasonContent.

https://www.accountingweb.com/practice/practice-excellence/why-should-an-accountant-offer-human-resources

Episode #17 

Our Fairy CPAmother (feat. Amanda Aguillard, CPA) 

recorded 6/28/2021 

Amanda Aguillard, CPA | @AguillardAcct 

Aguillard Accounting | Elefant Training | Accounting Salon | Padgett’s COO | Xero: A Comprehensive Guide 

Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano.

12 THE BIRTH OF…Aguillard Accounting

***shout out to Monica***

14 THE BIRTH OF…Elefant Training

22 THE BIRTH OF… Padgett’s COO

***shout out to Roger Harris***

26 THE BIRTH OF… The Xero Book

***shout out to Gretchen Rubin***

***shout out to Rod Drury***

33 THE BIRTH OF… Accounting Salon

***shout out to Doug Sleeter***

***shout out to Clayton Oates***

***shout out to Rachel Fisch***

***shout out to David Leary***

***shout out to Heather Satterley***

***shout out to Jay Kimelman***

***shout out to Liz Mason***

***shout out to Jim Jones***

***shout out to Blake***

41 THE BIRTH OF… SalonV

Sons of CPAs Episode 16 Bonus 

#5minLy | The Uniqueness of Subscriptions 

Episode 07 

PERFORMANCE | PRICING 

Hello and welcome. We are all the Sons of CPAs. Join us with this week's #5minLy with your hosts Michael Ly and Scott Scarano. 

#5minLy defined: 

Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice articles from Saasable Content. 

https://www.getsaasable.com/how-to-choose-which-subscription-model-is-right-for-your-product

Episode #16

Big Dick Energy (feat. Lorilyn Wilson)

recorded 6/21/2021

Lorilyn Wilson, CPA | @Lorilynwilson

https://highrock.co/nucleus/

Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. 

12 Oluko  = enterprise asynchronous learning platform

17 Advisors, CFOs, CPAs unite

19 Look Ahead…

22 Are you living your best life?

25 Stress triggers

27 Seasonal depression is a real thing

29 You have to take time for yourself

31 An outgoing introvert

35 Can we talk about digital assets?

37 What's a bot?

41 Build a lifestyle firm to realize your own dreams

#5minLy | Client Success Teams

Episode 06

GROWTH | EFFICIENCY

Hello and welcome. We are all the Sons of CPAs. Join us with this weeks #5minLy with your hosts Michael Ly and Scott Scarano.

#5minLy defined:

1.  A period of time equal to about a twelfth of an hour, sometimes an eighth...

2.  Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice articles from Karbon Magazine 

https://karbonhq.com/resources/if-you-standardize-one-process-this-year-make-it-this-one/

Episode #15

The Podfather (feat. Blake Oliver, CPA)

recorded 6/14/2021

Blake Oliver, Founder of The Cloud Accounting Podcast

Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano.

2 the Cello and Money and growing up in a Gentile bubble

36 larger CPA firms are giant pyramid schemes

38 what’s a product marketer?

40 ExpensiCon 3.0 on Mars

41 an almost fully automated engagement for $1k/mo

42 software companies are so weird

46 Dude SCOTT! for the love of God, let him SPEAK!

47 the next generation of firm owners

50 tips for better podcasting

1.0 ok Blake, did you track TIME?

1.3 will tax software ever be on the cloud?

1.4 will HubDoc ever be inside of Xero?

1.5 Blake’s side project, EarMark!

1.8 CPAs creating their own CPE courses for podcasts!

1.11 the best stuff in our profession is professionals talking to professionals

1.13 shout out to Rod Drury for creating Blake, a Greek God

Sons of CPAs Episode 14 Bonus

#5minLy | Back on Slack

Episode 05

WORK-LIFE | WORKING REMOTELY

Hello and welcome. We are all the Sons of CPAs. Join us with this week's #5minLy with your hosts Michael Ly and Scott Scarano.

https://karbonhq.com/resources/how-to-solve-the-5-main-communication-challenges-of-working-remotely/

#5minLy defined:

1.  A period of time equal to about a twelfth of an hour, sometimes an eighth...

2.  This week Michael Ly and Scott Scarano discuss a choice article from Karbon Magazine