Episode #8

FlyAccounting and Padgett (feat. Jeff Phillips, CEO)

recorded April 7, 2021

Twitter @jeffphillips_

https://www.accountingfly.com/

twitter @accountingfly

1 son of an EA

3 Baylor’s 2021 National Champion

5 shout out to Bruce Phillips (no relation)

6 grinding it out with AccountingFly

8 the biggest challenges for firms today

9 product-market fit

11 leadership during a crisis

13 managing people remotely

14 obsessed with systems and systems of systems

17 **sponsor slot** (just kidding, AccountingFly)

20 I’m going to hire someone that’s going to live in an RV for a month

22 Padgett: making the franchise model in accounting work

27 what’s your vision for Padgett?

28 how do you get Baby Boomers to modernize?

30 the partnership model in accounting today

32 we do talk about TIME a lot

34 tracking time as a leading indicator

36 the problem with working at the big 4

38 owning Going Concern

42 if you’re making tons of money, why do you need to change?

45 generational talent suppression

48 $150 tax returns!?

50 **sponsor slot** (just kidding, AICPA)

50 **sponsor slot** (just kidding, Thompson Reuters)

52 the current technology stack

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Episode 7

Joshua Lance, CPA - recorded on March 24, 2021 (RIP Josh)

Founder of https://lancecpa.com/ and Table HR https://tablehr.co/

Head of Accounting at https://www.practiceignition.com/

Adjunct Faculty at https://www.northwestern.edu/ & https://www.uvm.edu/

twitter @lancejd1

[email protected]

Joshlance.com

1 a firm, a group, and a practice

2 introverts and jerks

5 do the opposite - https://www.youtube.com/watch?v=rag0Z1nTJOc

9 your firm vertical or niche or niché

10 creating a client community

13 standardizing processes

15 restructuring your 18 person firm

20 stop giving away free advice

21 identifying advisory accountants and compliance tax preparers

24 team titles

25 introverted visionaries and extroverted integrators

26 community, clients, consultants, and careers

27 **sponsor slot** (just kidding, practice ignition)

30 getting your processes in order

32 put your money where your mouth is

34 TIME

35 tracking time as a leading indicator

36 time as a capacity planning metric

41 getting rid of time and bringing it back

45 how to make an Ackerman quit your firm

47 time is a crutch

49 lab rats and the rat race and employees

51 **sponsor slot** (just kidding, Xero)

52 **sponsor slot** (just kidding, Karbon)

53 Lotus + Accelo + Trello = Karbon

Josh Lance of Lance CPA Group explains how he divides his time and his role as Head of the Accounting Community at Practice Ignition... Stay tuned for the full episode this week!

Episode 6

Brenner CPA - https://www.brennercpa.com/

Realize - https://rlz.io/

Jason Staats, CPA - https://twitter.com/jstaatscpa

Brenner CPA - https://www.brennercpa.com/

Realize - https://rlz.io/ 

Jason Staats, CPA - https://twitter.com/jstaatscpa

The full episode coming soon...

[email protected]

(845) 535-1099

Episode 5

Happy 4th of July!! 

subscribe and stay tuned for the next episode! 

Episode 4

The Titular Episode and The Third Son  |  Zachary Call, CPA of Call, Weaver, & House CPAs  |  Since 1969, WCH has been helping businesses and families in Salt Lake City and around the United States fulfill their dreams and achieve their fullest potential.  Website https://wch-cpa.com/  

-  Meet the Sons of CPAs

-  Jason Ackerman, CPA bnacpa.com/about/our-team

-  Scott Scarano, EA padgettnc.com/padgett-business-services-team

-  thank you to D.J.S. 11:11 for the beautiful intro music; https://soundcloud.com/djs1111

Episode 3

The Michael Ly -  Reconciled - getreconciled.co/merge-with-reconciled/

-  2018 USA Firm of the Future - www.youtube.com/watch?v=6qPjDrMkGBY

-  Palm Pilots - www.ebay.com/b/Palm-Pilot-PDAs/38331/bn_36843074

-  Predictable Revenue - https://predictablerevenue.com/author/aaronross

-  Meet the Sons of CPAs

-  Jason Ackerman, CPA bnacpa.com/about/our-team

-  Scott Scarano, EA padgettnc.com/padgett-business-services-team