Accounting High

Accounting High

By Accounting HighBusinessEntrepreneurship
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Accounting High episodes

  • 182 AI is a Calculator for Words (feat. Davis Bell)

    Episode 182

    GUEST FACULTY: Davis Bell

    CLASS: #TechTime

    TITLE: A.I. is a Calculator for Words

    In this podcast episode, Scott interviews Davis Bell, the CEO of Canopy. The episode explores the fascinating world of Artificial Intelligence (AI) and its applications, ranging from accounting to creative endeavors. It discusses the potential benefits and challenges associated with the integration of AI into our lives.

    • Introduction

    • Intro to A.I.

    • The Calculator for the Other Side of Your Brain

    • Where's Our Robot Dogs?

    • A.I. in Accounting

    • What Problems A.I. Might Solve

    • Using A.I. to Write Raps

    • Drawbacks and Growing Pains

    • Conclusion

      • 28 min
    • 181 D.A.R.E. Psychedelic AH After School Special (feat. Evan Eneman and Amber Setter, CPA)

      Episode 181

      FACULTY: Evan Eneman and Amber Setter

      CLASS: #AccountingHighGuide

      TITLE: AH D.A.R.E. Psychadelic After School Special 

      In this special D.A.R.E.-themed podcast episode, Scott interviews Evan Eneman, Founder of Sands Lane Capital, and Amber Setter, CEO of Conscious Public Accountants. The episode begins with a candid discussion between Scott and Amber Setter on the topic of the growing interest in the therapeutic potential of psychedelics and healing in the accounting industry. Then Scott and Evan Eneman, Founder of Sands Lane Capital and Fiorello, talk about Snoop Dog and engaging, drug education, the lifestyle niche, the legal landscape of substances and how to open conversations at work around psychedelics.

      • Scott and Amber on Drugs

      • Psychedelics Getting FDA approval

      • Finding What's Best for You as an Individual

      • People in Need of Healing in the Accounting Industry

      • What is a drug?

      • Introducing Evan 

      • Working with Snoop Dog

      • Talking about Drugs

      • Reasons that People Use Substances

      • Importance of Education

      • The Business of Drugs

      • The Lifestyle Niche and How it Connects to Drugs

      • The Legal Landscape

      • It's Always Personal, not Just Business

      • How to get educated and start conversations

      • Conclusion

        • Shout Outs:

        How to Change Your Mind by  Michael Pollan, Forbes, Zynga, Marijuana Moment

        1 hr 9 min
      • 180 Hiring Leaders that Inspire (feat. Eileen Adao)

        Episode 180

        FACULTY: Eileen Adao

        CLASS: #VarsityTips

        TITLE: Hiring Leaders that Inspire: The ility's of Leadership

        In this podcast episode, Scott interviews “Coach” Eileen Adao, Vice President of Strategy & Partnerships at Glean AI. The conversation revolves around leadership and the crucial attributes that define effective leaders. The episode delves into practical questions to ask during interviews and how to prepare to be interviewed. 

        • Eileen’s story

          • Eileen's list of important qualities for hiring and creating leaders

          • Identifying skills and characteristics that define leaders

          • Practical questions to ask during interviews to assess leadership qualities

          • Tips for preparing to be interviewed

          • Attributes of a good leader are outlined, including passion, self-awareness, and problem-solving skills.

          • The importance of likeability and relatability for effective leadership.

          • The hunger to learn and the role of emotional intelligence in leadership

          • Authenticity and vulnerability

          • The episode concludes with a review of the key points discussed

            • Shout Outs:

            Xero, Glean AI, Dave Olsen, Asana, Quickbooks, Ed Mendelowitz

            49 min
          • 179 The Art of Radical Conversations (feat. Jody Padar, CPA)

            Episode 179

            FACULTY: Jody Padar

            CLASS: #TheGuide

            TITLE: The Art of Radical Conversations

            In this podcast episode, Scott interviews Jody Padar, also known as "The Radical CPA," who currently serves as the VP of Tax Strategy & Evangelism. The episode delves into Jody's journey from high school accounting competitions and Tax Twitter to taking over her father’s firm.

            • Introducing Jody Padar

            • Jody in High School

            • Early Tax Twitter Peer Group

            • Forward Thinking

            • Taking Over Her Father's Firm

            • Changing Pricing

            • Being a Mother and an Entrepreneur

            • How Jody's Dad Helped Her

            • Passion for Accounting

            • The Art of Conversation

            • Will the AICPA Stick around?

            • CPA vs EA

            • Next Things for Jody

              • Shout Outs:

              Jason Ackerman’s Dad, Nayo Carter-Gray, Jason Blummer, Jason Staats, Ron Baker, Mark Koziel, Tom Hood, Shana Chapman, Michael Hsu, Chris Farmand, Drew Carrick, Anderson Consulting, Engage, Botkeeper, Zappos, Sage, Xero, April, Monday, AICPA

              56 min
            • 178 Recognizing Patterns of Fear in Accounting (feat. Jackie Meyer, CPA)

              Episode 178

              FACULTY: Jackie Meyer, CPA
              CLASS: #TheGuide
              TITLE: Recognizing Patterns of Fear in Accounting
              In this podcast episode, Scott interviews Jackie Meyer, CPA, the Founder of TaxPlanIQ.com, TaxPlanningMasterclass.com, and Certified Concierge Accountant mastermind classes. Jackie shares her path to becoming an accountant and her involvement with the Intuit Tax Council. The episode delves into the dynamics of visionaries and integrators, along with the distinctions between being a coach and a counselor. 
              Introducing Jackie
              How Jackie Became an Accountant
              Exposure to poor leadership in the accounting field
              Jackie's journey from starting a CPA practice to selling it
              The establishment of TaxPlanIQ
              The ROI Tax Planning Method
              Jackie's involvement with the Intuit Tax Council and her interest in tech and software
              The dynamics of visionaries and integrators
              Distinctions between being a coach and a counselor
              Jackie's goals for coaching accountants and her experiences with TaxPlanIQ
              The challenges of training an integrator and the struggle with being a people pleaser
              Jackie reflects on managing work, life, and creativity, including her role as a parent.
              Gender Representation Controversies and Writing Books
              Conclusion
              Shout Outs:
              Chuck, Jim Buffington, Stephanie Friswell, Brad Smith, Brene Brown, Tatiana Sawyer, Ed Kless, Ron Baker, Scaling New Heights, ProConnect Tax Online, Intuit Tax Council, Xero


              58 min
            • 177 Self-Transformational Accounting Leadership (feat. Amber Setter, CPA)

              Episode 177

              FACULTY: Amber Setter

              CLASS: #AccountingHighGuide

              TITLE: Self-Transformational Accounting Leadership

              In this enlightening episode, Scott sits down with Amber Setter, a transformative figure in the accounting industry, to discuss the intricacies of transformational leadership. Amber, known for her role as the Chief Enlightenment Officer at Conscious Public Accountants, shares her journey from her challenging high school years to her work in coaching high-level leaders in accounting firms and her advocacy for a holistic approach to leadership. The episode delves into a variety of thought-provoking topics like mindset, leadership styles, and burnout.

              • Introducing Amber

              • High School Experiences and the Love of Learning

              • Choosing the Right Career Path

              • Reflecting on Amber's Ideal Audience

              • New World Leadership vs Old Mindset

              • The Importance of Original Ideas and Adult Development theory

              • The Self-Transforming Mind

              • Continued Self Transformation

              • Recruiting and the Job Market

              • Licenses as the Gold Medallion

              • The AICPA

                • Shout Outs:

                Robert Keegan, Lisa Leahy, Dissolution of the Ego by Ray Dalio, How to Change Your Mind by Michael Pollan, Leadership on the Line by Martin Linsky and Ronald Heifetz

                59 min
              • 176 Respecting Diversity and Inclusion in Accounting, and Learning about Equity (feat. Richard Roppa-Roberts & Dave Kersting)

                Episode 176

                FACULTY: Richard Roppa-Roberts and Dave Kersting

                CLASS: #AccountingHighGuide

                TITLE: Respecting Diversity and Inclusion in Accounting, and Learning about Equity

                In this podcast episode, Scott interviews Richard Roppa-Roberts and Dave Kersting from Quasar Cowboy & Roundtable Labs. They discuss various topics, including the dynamics of partnerships and co-firming, the importance of diversity and inclusion, and creating safe spaces for authentic interactions.

                • Introducing Richard and Dave

                • Richard the outside eye 

                • The Start of Roundtable

                • How Dave met Richard

                • Roundtable as a Vendor Free Zone

                • Partnerships, Co-Firming, Dating and Marriage

                • Diversity and Inclusion in Roundtable

                • Biases Against The Gay Community

                • Coming Out as a Rapper 

                • Roundtable Gives a Place to be Yourself

                • A Discussion on Equity

                • Creating Safe Spaces

                • Summary

                  • Shout Outs:

                  Thrival, Xero, Quickbooks, Intuit, Jonathan Bellow, Kenji Kuramoto, Matthew May, Tanya Schulte, Scaling New Heights, Quickbooks Connect, Tax Twitter, Liz Scott, Stacey Killwell, Gusto, Fresh Books, Nayo Carter-Gray, Liz Mason

                  1 hr 7 min
                • 175 Keep it Simple and Let Your Mind Rewind (feat. Randy Johnston)

                  Episode 175

                  FACULTY: Randy Johnston

                  CLASS: #TechTime

                  TITLE: Slow Down and Let Your Mind Rewind

                  In this podcast episode, Scott interviews Randy Johnston, a well-known programmer and Co-Founder of K2 Enterprises. Randy shares insights into the evolution of technology, from twenty pound portable computers to A.I. search engines as well as their impact on the accounting and creative spheres.

                  • Randy Johnston, Co-Founder of K2 Enterprises, is introduced

                  • His early involvement with accountants and technology

                  • The evolution of technology, twenty pound portable computers to A.I. search engines

                  • The origin of the name "K2 Enterprises"

                  • A.I. and creativity, highlighting its potential applications.

                  • Use of A.I. to automate mundane tasks and improve efficiency

                  • The power of global collaboration and working together around the world

                  • Randy recommends books

                  • The interconnectedness of software and its implications for the industry

                  • Enabling and hindering factors of cloud software in accounting are discussed.

                  • The importance of learning from past mistakes and the impact of technology on outsourced work

                  • Randy leaves the listeners with parting advice

                    • Shout Outs:

                    Adrian Burgess, Unlocking the Power of Sleep and Dreams by Matthew Walker, The Metaverse: And How It Will Revolutionize Everything by Matthew Ball, What to Eat and When by Michael Croupagne, Xero, Lucert, ProConnect, ProSystemTex, Access Tax, QuickBooks



                    1 hr 4 min
                  • 174 The Accountrepreneur's Dilemma (feat. Trevor McCandless, CPA)

                    Episode 174

                    FACULTY: Trevor McCandless, CPA

                    CLASS: #Shoperations

                    TITLE: The Accountrepreneur's Dilemma

                    In this podcast episode, Scott interviews Trevor McCandless, also known as "Coach Sweet Tea," the owner of Fusion CPA. The episode begins with an introduction to Coach McCandless and his background as a serial entrepreneur founding multiple businesses. He shares the story behind the inception of Fusion CPA and discusses the challenges and growth pains the firm experienced. 

                    • Introducing Coach McCandless

                    • Founding Businesses

                    • Trevor’s background as a serial entrepreneur and founding of various businesses

                    • The Origin of "Fusion"

                    • Starting Fusion CPA

                    • The challenges and growing pains faced by Fusion CPA 

                    • NetSuite 

                    • The role of NetSuite in the firm's evolution and the process of rebranding and niching for NetSuite services

                    • Trevor and Scott talk about the challenges of stepping away to allow the firm to grow and thrive

                    • Balancing Company and Employee Visions

                    • Why is the Firm in Puerto Rico?

                    • EO Bobbleheads

                    • Words of wisdom from Scott and Trevor

                      • Shout Outs:

                      David Leary, Kenji, McKinsey, Accounting Salon, NetSuite, Xero, QuickBooks, Microsoft Dynamics



                      59 min
                    • 173 Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)

                      Episode 173

                      FACULTY: Jody Grunden

                      CLASS: #GuidePosts

                      TITLE: Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)

                      In this podcast episode, Scott interviews Jody Grunden, CPA, co-founder of Summit CPA Group and author of two books, to discuss various topics related to running an accounting practice and building virtual CFO services, dressing "professionally", and niching down.

                      • Introduction and an update on recent developments since the last interview.

                      • The origin story of Jody’s Hawaiian shirts

                      • Scott shares his similar wardrobe story

                      • Discussing the evolution of “professional attire” in the accounting profession

                      • Exploring the benefits and challenges of running a remote accounting firm

                      • The importance of finding a niche and specializing in the industry

                      • Creating CFOs from accountants within the firm and the training and development process

                      • Utilizing retreats and building a strong company community

                      • Addressing the resistance to change in the accounting industry and the need for adaptation

                      • Insights into the day-to-day operations and growth goals at Summit CPA Group

                      • Scott and Jody discuss the acquisition of cloud firms, venture capital, and private equity

                        • Shout Outs:

                        Tommy Bahama, Accounting Salon, Kenji Kuramoto, AICPA, Karbon, Dave Barrett, Matthew May, Acuity

                        1 hr 6 min

                      About Accounting High

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                      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…