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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
subscribe and tune in for the full episode!
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
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...
(845) 535-1099
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
From the publisher's feed