Episode 222

Sign up for Workflow Queen's Breakthrough for Bookkeepers & Accountants for $1,000 OFF Sale dates: August 23rd - August 30th

https://www.breakthroughwithsystems.com/join-live 

FACULTY: Chris Hervochon, CPA aka 'The Herv'

CLASS: #Shoperations

In this episode of Shoperations at Accounting High, Chris Hervochon, CPA aka "The Herv" shares his journey from high school accounting to founding A Better Way CPA. Chris delves into his strategies for using automation and advisory services to grow his firm. He also discusses his experiences with Leadership Academy, the importance of networking, and the role of Herve AI in enhancing accounting processes. Whether you're new to the accounting world or looking to break through business ceilings, this episode is packed with insights and practical advice to help you streamline operations and scale your firm.

📣 Shout Outs: Shannon Weinstein, Zapier, Make, AICPA, Barry Melancon, Gary Wood, Zendesk, Karbon, Keeper, Scrutinize, Verify IQ, Ignition, Herve.ai, Better Way CPA

Chapters:

00:00 Introduction 

04:17 High School and College Journey 

07:16 Transition to Accounting and CPA Journey 

07:38 Starting a Side Hustle 

10:42 Building a Firm and Finding a Niche 

13:02 Automation and Technological Innovations 

23:51 Overcoming Rejection and Finding Success 

24:49 Taking the Leap: Quitting the Job 

25:46 The Importance of Networking 

26:56 Defining and Delivering Advisory Services 

30:26 Sales and Discovery Process 

34:46 Marketing Strategies and Client Acquisition 

36:36 Innovating with Herv AI 

42:16 Future Aspirations and Final Advice

🔗 Connect With Us On LinkedIn! 🔗

Chris Hervochon, CPA

📎 https://www.linkedin.com/in/chrishervochon/

Better Way CPA

📎 https://www.linkedin.com/company/betterwaycpa/

📎 http://betterwaycpa.com

Herv.ai

📎 https://www.linkedin.com/company/herv-ai/

📎 https://www.herv.ai/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags:

Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Coaching Vs Consulting, CFO Lite, Chris Hervochon, Financial Automation, Business Advisory Services, Workflow Optimization, Accounting And Bookkeeping, Monthly Financial Reviews, Zapier Integration, Make Integration, Small Business Advisory, Professional Services Automation, AI In Accounting, Herv.AI, CPA Journey, Accounting High Podcast, BNI for Accountants, Tech In Accounting, EOS Implementation, Soft Skills For Accountants, Scaling Accounting Firms

Episode 221

FACULTY: Zane Stevens, CA

CLASS: #Shoperations

In this episode of Accounting High, Scotty is in shop class with Zane Stevens, founder of Protea Financials. Zane takes us through his journey from South Africa to California, where he set up a thriving accounting firm specializing in the wine industry. They chat about the importance of good communication, finding your career niche, and using professional networks to grow. Zane also points out the cool perks of having a team spread across South Africa. Join in for some solid advice on career growth, managing a remote team, and tips for budding accountants trying to carve out their path.

💛 Sign up for Workflow Queen's FREE The POWER to Breakthrough Bootcamp:

https://learn.workflowqueen.com/power-bootcamp

📣 Shout Outs:

Nikole Mackenzie, ProVisors, Karbon, Slack, WhatsApp, Zoom, Skype, Microsoft Teams

Chapters:

0:00 221 Teaser 

02:25 Introduction 

04:51 Journey into Accounting 

05:51 Starting Protea Financial 

09:03 Expanding Beyond Wineries 

15:02 Building a Team in South Africa 

29:25 Internal Communication Tools 

32:19 Relocating to the U.S. 

33:56 Business Development and Marketing 

37:03 The Power of LinkedIn 

39:40 Starting Podcasts 

42:46 Protea Conversations Podcast 

53:06 Final Thoughts and Advice

🔗 Connect With Us! 🔗

Zane Stevens, CA

📎https://www.linkedin.com/in/zane-stevens/

Protea Financials

📎 https://www.linkedin.com/company/protea-financial/

📎 https://proteafinancial.com/

Protea Weekly Podcast

📎 https://open.spotify.com/show/1ys5AIAIqd1Sgl01uczbRK

📎 https://www.youtube.com/@proteaacademy1703

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, communication tips, accounting niche, wine industry, accounting services, word of mouth, business growth, podcasting, U.S. immigration, work-life balance, remote teams, South Africa, mentorship, Protea Financial, client relationships, workflow optimization, business development, scaling business, professional networking, bookkeeping services, financial compliance

Episode 220

💛 Sign up Workflow Queen's FREE The POWER to Breakthrough Bootcamp:

⁠https://learn.workflowqueen.com/power-bootcamp⁠

FACULTY: Alyssa Lang aka The Workflow Queen

CLASS: #TheGuide

In this episode, hang out in the guidance counsel office with Alyssa Lang as she spills the beans on her journey from bartending on the side to reigning as the Workflow Queen. She tells how her side hustle became a successful million-dollar business. Learn how Alyssa navigated her career and personal obstacles to emerge as a pioneer in the accounting and bookkeeping community.

📣 Shout Outs:

Drake Tax Software, QuickBooks Online, Xero, Ben Robinson’s Bookkeeper Launch, Asana, Serena Shoup, Karbon, Alex Beaton, Ariel Schiffer’s Dreampro Courses

Chapters:

0:00 Teaser 

03:58 Introducing Alyssa 

04:31 College Days and Career Shifts 

05:49 The Start of the Tax Hustle 

10:48 Transition to Bookkeeping 

13:20 The Birth of Workflow Queen 

17:21 Challenges and Growth 

22:01 Joining Together We Launch 

22:40 Overcoming Initial Rejections 

23:15 Learning the Art of Launching 

24:01 First Successful Launch 

25:50 Dealing with Money Mindset Issues 

28:54 Gaining Recognition and Expanding Influence 

32:48 Creating the Breakthrough Program 

34:59 Launching and Refining Breakthrough 

41:47 Reflections and Conclusion

🔗 Connect With Us! 🔗

Alyssa Lang

📎 https://www.linkedin.com/in/alyssa-lang-wq/

📎 https://www.linkedin.com/in/alyssa-lang-mb/

Workflow Queen

📎 https://www.linkedin.com/company/workflow-queen/

📎 https://www.workflowqueen.com/

📎 https://www.linkedin.com/company/workflow-queen/

Magnetic Bookkeeping

📎 https://www.linkedin.com/company/magnetic-bookkeeping/

📎 https://www.magneticbookkeeping.com/

📎 https://www.instagram.com/magneticprofits/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags: The Guide, Accounting High, Accounting, Podcast, Guidance, Vision, Firm Owners, Advice, entrepreneurship, Workflow Queen, Alyssa Lang, business growth, success strategies, breakthrough, marketing coach, bookkeeping, tax business, mindset development, workflow management, coaching success, business systems, team hiring, productivity, Asana setup, tax practice, online courses, business automation, Alyssa Lang podcast

Episode 219

Sign up for Workflow Queen's FREE The POWER to Breakthrough Bootcamp: https://learn.workflowqueen.com/power-bootcamp

*Bootcamp dates: August 19th - August 23rd, 2024

FACULTY: Questian Telka, EA

CLASS: #TheGuide

Join us as Questian Telka, an experienced accountant with a passion for nonprofit work, discusses her journey, challenges, and successes in the field. Learn about her unique approach to nonprofit accounting, particularly within disability advocacy, and her dedication to helping these organizations thrive. Discover her tips on scaling a business, finding a niche, and trusting one's instincts. Tune in to see how she balances her professional aspirations with her personal mission.

📣 Shout Outs:

Deloitte, Misty Schachtell, Theatre of Public Speaking, Megan Tarnow, Fast Fund, Xero, QuickBooks, Google Suite, Gusto, Anchor, Keeper, Dext, Keeper Receipts, Ben Stein, Appy Camp, Jason Staats, Karbon, Right Tool, UnCat, Tara Kelley

Chapters:

00:00 Teaser

02:39 Introduction

03:13 The Origin of the Name 'Questian' 

04:01 Journey into Accounting 

04:42 Nonprofit Experience and QuickBooks Mastery 

07:10 Transition to Entrepreneurship 

13:30 Personal Connection to Disability Advocacy 

19:23 Teaching and Public Speaking 

23:27 Navigating Nonprofit Accounting 

23:53 Marketing Strategies for Niches 

24:13 Client Acquisition and Referrals 

25:11 Leveraging YouTube and LinkedIn 

25:38 Starting a Podcast 

26:28 Future Aspirations and Nonprofit Vision 

27:32 Balancing Work and Passion 

29:33 Client Selection and Best Practices 

32:03 Software and Tools for Nonprofits

🔗 Connect With Us On Linkedin! 🔗

Questian Telka

📎 https://www.linkedin.com/in/questian-telka-ea-78383666/

ReQoncile Financials

📎 https://www.linkedin.com/company/reqoncile-financials/

📎 https://www.reqoncilefinancials.com/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags: #TheGuide #AccountingHigh #Accounting #Podcast #Guidance #Vision #FirmOwners #Advice #NonprofitAccounting #DisabilityAdvocacy #AccountingScaling #QuickBooksNonprofits #EASpecialist #NonprofitBookkeeping #FinancialHealthNonprofits #AccountingNiche #GovernmentGrants #RestrictedAssets #QuickBooksClasses #EffectiveBookkeeping #NonprofitBranding #WorkflowQueen #AccountingBootcamp #QuestianTelka #Mission-DrivenAccounting #AccountingHigh #AccountingFlexibility #NonprofitTaxation

Episode 218

FACULTY: Lukas Sundahl, CMA

CLASS: #Shoperations

In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand.

📣 Shout Outs:

Backbone CFO, Michael King, The CFO Accelerator, QBO, Business Central, Microsoft, Gary Vaynerchuk, Dan Martell, Gino Wickman

📚 Book Recommendations 📚

Crushing It by Gary Vaynerchuk

Buy Back Your Time by Dan Martell

Traction by Gino Wickman

⬇️Episodes Referenced⬇️

Episode 170 - Accelerating Impact by Thinking Differently (feat. Michael King, CFO)

https://open.spotify.com/episode/55ejcvgcbi21ZzgD1ID6jx?si=5HkgamdcQSmhAb6l8sTZ_Q

Chapters:

0:00 Teaser 

02:20 Lucas Sundahl's Journey 

03:05 Transition to Accounting 

04:36 Career Progression in Accounting 

06:01 Choosing the CMA Over the CPA 

09:10 Starting Accounting Couture 

10:51 Building a Brand on TikTok 

16:49 Networking and Opportunities 

18:05 Offering CFO Services 

23:24 Joining a Fractional CFO Firm 

25:24 Introduction to Backbone CFO 

25:35 The Role of a Fractional CFO 

27:13 Systematizing with EOS 

28:22 Building Backbone's Offerings with EOS 

29:50 Team Structure and Growth 

30:54 Focusing on High-Value Work 

38:53 Promoting Accounting Couture 

43:09 Buy Back Your Time 

45:46 Parting Advice and Mentorship

🔗 Connect With Us On LinkedIn! 🔗

Lukas Sundahl

📎 https://www.linkedin.com/in/lukasnsundahl/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags:

#Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #FractionalCFO #AccountingServices #CMAvsCPA #EOSImplementation #LukasSundahl #AccountingCareer #TikTokMarketing #CPAExam #CMAExam #CFOServices #BusinessStrategy #ERPSystems #AccountingCouture #AccountingCreativity #ManagementAccounting #FinanceDegree #EntrepreneurialOperatingSystem #StrategicPlanning #ManufacturingAccounting #FinancialForecasting

Episode 217

FACULTY: Chayton Farlee

CLASS: #TheGuide

Join us in this enlightening episode where young accounting professional Chayton Farlee shares his journey of discovering the vibrant side of accounting beyond the classroom. Tune in to hear his insightful conversation on breaking free from the traditional 'Big Four' mindset, the importance of real-world experience, and his passion for making accounting both fun and impactful.

📣 Shout Outs: 

Blake Oliver, David Leary, Cloud Accounting Podcast, Logan Graff, Jason Staats, Ryan Lazanis, Liz Mason, XeroCon, Scaling New Heights, Randy Crabtree, The Unique CPA, EY, Xero, QuickBooks, TaxDome, Karbon, Ramp, Ignition, Relay

Chapters:

0:00 Teaser 

1:54 Meet Chayton Farlee

2:19 Discovering a New Path in Accounting 

4:00 Choosing Between Big Four and Small Firm 

4:40 The Importance of Family and Work-Life Balance 

14:05 Chayton's Podcast: Networking and Learning 

19:07 Applying Knowledge to Internship 

23:53 Real Life Accounting vs The Classroom 

26:41 The Future of Accounting 

28:56 Breaking Free from the Big Four 

29:44 The Pipeline Problem 

36:41 The Importance of Soft Skills 

37:55 Diverse Client Portfolios and Services 

38:48 Exploring the Tech Stack 

44:22 Xero, XeroCon, and the Xero Rap 

51:17 Advice for Aspiring Accountants

🔗 Connect With Us On Linkedin! 🔗

Chayton Farlee

📎 https://www.linkedin.com/in/chaytonfarlee/

The Accounting Conversations Podcast

📎 https://open.spotify.com/show/5J7B7qft08XDn975BvE8Qo?si=b64ee72daf274ee5

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags:

The Guide, Accounting High, Accounting, Podcast, Guidance, Vision, Firm Owners, Advice, Accounting Journey, Chayton Farlee, Internship Experience, Big Four vs Small Firm, Accounting Podcasts, Remote Firm, CAAS Firms, Accounting Education, Work-Life Balance, Family Priorities, Career Paths, Young Professionals, Accounting Innovation, Networking Tips, Real World Accounting, Tech Stack, XeroCon, TaxDome Implementation, Bookkeeping, Small Business Advisory

Episode 216

FACULTY: Alyssa J. Dillon

CLASS: #SocialStudies

In this episode, we explore the inspiring journey of Alyssa J. Dillon from an unwilling accounting student to a successful entrepreneur and profit strategist. Learn how Alyssa built her brand, established herself as a marketing expert, and how she now mentors accountants on leveraging social media and marketing strategies to grow their firms. This episode is packed with insights on overcoming imposter syndrome, harnessing the power of social media, scaling businesses, and much more. Tune in to discover the keys to taking your accounting practice to the next level!

📣 Shout Outs: Randy Crabtree, Jody Grunden

Chapters:

0:00 Teaser

01:29 Introduction

01:42 Discovering Accounting High

02:33 Alyssa's Journey into Accounting

04:37 From College to CFO

06:10 Starting a Fractional CFO Company

07:40 Building an Online Presence

09:45 Creating a Unique Value Proposition

13:33 Transition to Teaching Accountants

24:20 Marketing for Accountants: Beyond the CPA License

26:11 Overcoming Visibility Challenges in Marketing

26:58 Leveraging Social Media for Business Growth

30:17 Building a Team and Transferring Authority

34:12 Scaling Your Business: Mindset and Strategies

40:01 Final Advice for Aspiring CEOs

🔗 Connect With Us On Linkedin! 🔗

Alyssa J. Dillon

📎 https://www.linkedin.com/in/alyssa-dillon/

📎 https://alyssajdillon.com/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags:

SocialStudies, AccountingHigh, Accounting, Podcast, Marketing, SocialMedia, Market Grow, Teach Lead, Account High, Business Strategy, Profit Mindset, Entrepreneur, Marketing Tactics, Fractional CFO, Online Presence, Finance Tips, Business Coaching, Accounting Strategy, Digital Marketing, Social Network Marketing, Growth Mindset, Business Development, Marketing Tips, Financial Strategy

Episode 215

FACULTY: Samantha Musser, CPA

CLASS: #TheGuide

In this episode of Accounting High, we sit down in the guidance counselor’s office with Samantha Musser, CPA also known as 'The Happy Accountant'. Samantha shares her journey from studying fashion merchandising to becoming a CPA and starting her own accounting firm. She discusses the key to happiness in the accounting profession. Learn about Samantha's unique approach to creating a happy and efficient accounting practice, her strategies for maintaining work-life balance, and her upcoming venture to help other accountants build their own successful practices.

📣 Shout Outs:

Monday.com

Chapters:

0:00 Teaser 

01:49 Introduction 

03:26 Samantha's Journey into Accounting 

05:52 Building a Happy Accounting Firm 

14:54 Being a Happy Accountant 

23:17 Finding Happiness in Business 

23:46 The Happy Accountant Persona 

24:58 Client Relationships and Challenges 

27:19 Core Values and Firm Name 

33:02 Saying No and Specialization 

36:59 Future Goals and Community Building

🔗 Connect With Us On Linkedin! 🔗

Samantha Musser

📎 https://www.linkedin.com/in/samanthamussercpa/

📎 https://www.instagram.com/samanthamussercpa/

Chime CPA

📎 https://www.chime.cpa/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags:

Accounting, Happiness, CPA, Firm, Outsourcing, Efficiency, Business, Processes, Clients, Workflow, Marketing, LinkedIn, Remote, Growth, Innovation, Community, Consulting, Tax-free, Work-life balance, Course

Episode 213

FACULTY: Naomi Granger, CPA

CLASS: #TheGuide

In this episode of Accounting High, Scotty interviews Naomi Granger, CPA, founder of The National Association of Cannabis Accounting and Tax Professionals (NACAT) and the historic co-founder of Dope CFO. Naomi shares her journey from traditional corporate accounting to the niche field of cannabis accounting, highlighting the industry's growth, challenges, and complexities. They discuss regulatory issues, the importance of niche expertise, social equity programs, and the broader implications of recent changes in cannabis scheduling.

Chapters:

0:00 Teaser

03:33 Discovering the Cannabis Industry

12:24 The Legal Landscape of Cannabis

14:00 Intoxicating Hemp

16:45 The Future of Cannabis Regulation

18:30 Building the Cannabis Accountants Association

20:55 Impact of Schedule 3 on Cannabis Businesses

23:51 Banking Challenges for Cannabis Businesses

31:11 Hope for the Future   

32:08 Social Equity in the Cannabis Industry

36:03 Certified Cannabis Seed Counters

40:50 Conclusion and Contact Information

🔗 Connect With Us On Linkedin! 🔗

Naomi Granger

📎 https://www.linkedin.com/in/naomigranger/

National Association of Cannabis Accounting and Tax Professionals

📎 https://www.linkedin.com/company/nacatpros/

📎 https://nacatpros.org/

Scotty OKR Scarano

📎 https://www.linkedin.com/in/scottscarano/

Accounting High

📎 https://www.linkedin.com/company/accounting-high/

📎 https://www.accountinghigh.com/

Tags:

TheGuide, AccountingHigh, Accounting, Podcast, Guidance, Vision, FirmOwners, Advice, Cannabis, Accounting, Compliance, Cannabis Accounting, Cannabis Tax, Cannabis Regulation, Social Equity, Cannabis Business, Cannabis Industry, Schedule 3, 280E Tax, Cannabis Compliance, CPA, Cannabis Finance, Cannabis Legal, Hemp, Marijuana Tax, Cannabis Banking, Cannabis Legalization, Marijuana Industry