Drink While You Think🍺

In this episode of Drink While You Think, Kenji & Matthew share a beer with returning guest, Ben Stein, co-founder and CEO of Keeper!

Tune in for topics like...

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Least Favorite Part Of Selling Into Accountants (04:17)
👉 Problems As $3M Firm Versus $10M Firm (09:35)
👉 The Expectation For SaaS Company Metrics (15:57)
👉 Keeper’s Customer Acquisition Strategy (18:53)
👉 How Non-Technical Founders Assess Their Tech (23:01)
👉 Tips For Firm Owners Choosing Tech (29:46)
👉 When Customers Set Expectations (35:03)
👉 Big Drivers Of Variable Comp (38:03)
👉 What Does Churn Look Like For Firms? (41:58)
👉 Acuity’s Six Data Points On Clients (48:02)
👉 Untappd Beer Rankings (52:18)

🍺 WHAT WE'RE DRINKING 🍺
—   KENJI is drinking Murphy’s Irish Stout.
https://www.murphys.com
—   MATTHEW is drinking Marz Community Brewing Co. / Jungle Boogie
https://marz.beer/beer/jungle-boogie/
—  BEN is drinking water :)

➡️ THIS WEEK'S SPONSOR ⬅️
Keeper 🥳

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
Ben Stein: @ben_stein, https://www.linkedin.com/in/benfstein/
Keeper: @keeper_hq, https://www.linkedin.com/company/keeperhq/
VerifyiQ: @VERIFYiQ, https://www.linkedin.com/company/verifyiq/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig

In this episode of Drink While You Think, Kenji & Matthew share a beer and talk about meaningful milestones and memorable moments throughout the years at Acuity.

Tune in for topics like...

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Hiring Our First Employee (05:08)
👉 Spanx Becomes Acuity’s Client (08:58)
👉 Kenji Buys His First Partner Out (12:15)
👉 Matthew Buys Half Of Acuity(13:14)
👉 The Million-Dollar Milestones (16:00)
👉 When We Started Seeing Bookkeeping Take Off (17:00)
👉 When Payroll Was Bigger Than We Could Float (19:48)
👉 Biggest Client That Ever Stiffed Us (21:10)
👉 When Kenji & Matthew Stopped Billing (22:55)
👉 Our Sales Team Closing Deals (24:40)
👉 Becoming “Accounting Famous” (26:09)
👉 Milestones In Team Members’ Lives (27:52)
👉 Merging With Catching Clouds (29:59)
👉 Our First Philippines Trip (32:00)
👉 Growing AcuityCon With Tech Partners (32:35)
👉 20th Anniversary of Acuity @ Bridging The Gap (35:06)
👉 Untappd Beer Rankings (37:08)

🍺 WHAT WE'RE DRINKING 🍺
—   KENJI is drinking SweetWater Brewing Company / Gummies Fruit Punch IIPA.
https://www.sweetwaterbrew.com/brews/gummies-fruit-punch-iipa/
—   MATTHEW is drinking 4 Noses Brewing Company / Flatiron Fog.
https://www.4nosesbrewing.com/flatiron-fog

➡️ THIS WEEK'S SPONSOR ⬅️
VerifyiQ: https://verifyiq.co

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig

In this episode of Drink While You Think, Kenji shares a beer with special guest Roman Villard, founder of Full Send Finance, and dives into recruiting efforts in the accounting industry right now.

Tune in for topics like...

👉 Welcome! (00:00)

👉 This Week's Topics & Beers (00:04)

👉 The Story Behind Full Send (03:18)

👉 It’s A Hard Time To Recruit (05:27)

👉 How Full Send Started Recruiting (06:37)

👉 Finding The Right Candidate (12:37)

👉 Taking A Closer Look At Requirements (19:57)

👉 Acuity’s Job Listings (24:46)

👉 Full Send’s Approach To Screening & Interviewing (26:09)

👉 The Hiring Pipeline: “Clear Is Kind” (30:18)

👉 Being Transparent About Compensation (34:30)

👉 What It Looks Like To Recruit A Partner (37:53)

👉 Untappd Beer Rankings (48:25)

👉 Where You Can Connect With Roman + Full Send (50:31)

🍺 WHAT WE'RE DRINKING 🍺

—   KENJI is drinking 4 Noses Brewing Company / Flatiron Fog.

https://www.4nosesbrewing.com/flatiron-fog

—   ROMAN is drinking Mission Brewing / Waves of Haze.

https://missionbrewery.com/products/waves-of-haze-single-19-2oz-can/

➡️ THIS WEEK'S SPONSOR ⬅️

Full Send Finance: https://www.linkedin.com/company/gofullsend/

👥 CONNECT WITH US 👥

Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/

Roman Villard: @FullSendCPA, https://www.linkedin.com/in/rdvcpa/

👣 FOLLOW US 👣

Facebook: https://www.facebook.com/acuity.co

Twitter: https://twitter.com/Acuity_co

Instagram: https://www.instagram.com/acuity.co/

TikTok: https://www.tiktok.com/@acuity_co

LinkedIn: https://www.linkedin.com/company/acuity.co/

Uptappd: https://untappd.com/user/DWYT/

Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇

https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig

In this episode of Drink While You Think, Kenji & Matthew share a beer and host the third annual DWYT awards show – The Drinkies! 🍻

Tune in for topics like...

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 How The Drinkies Work (03:12)
👉 The Best Brewery (04:11)
👉 Our Favorite Beers (07:03)
👉 And…The Worst Beers (11:34)
👉 Best Location (15:10)
👉 Most Watched Episode (16:11)
👉 Most Impactful Episode (19:35)
👉 Favorite Moment (22:18)
👉 Untappd Beer Rankings (28:31)

🍺 WHAT WE'RE DRINKING 🍺
—   KENJI is drinking Heineken Samuel Adams / Just the Haze.
https://www.samueladams.com/our-beers/originals/non-alcoholic/just-the-haze?
—   MATTHEW is drinking Cervecería Colorado / Churro Stout.
https://www.cerveceriacolorado.com/churro-stout.html

➡️ THIS WEEK'S SPONSOR ⬅️
Full Send Finance: https://www.linkedin.com/company/gofullsend/

🌟 VIDEO LINKS 🌟
Our Favorite Beers:
- Kenji's Winner: https://youtu.be/w_eiuMH_4ZI

Best Location:
- Winner: https://youtu.be/AQLmQnhB7eg

Most Watched Episode:
- First Runner Up: https://youtu.be/7B4h44FdhBA
- Winner: https://youtu.be/QYJpY8WJRg8

Most Impactful Episode:
- First Runner Up: https://youtu.be/r2HXl1-wiZk
- Winner: https://youtu.be/5kVUz68Pfzo

Favorite Moment:
- First Runner Up: https://youtu.be/AQLmQnhB7eg
- Winner: https://youtu.be/AZ9wI7hu2Go

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig

In this episode of Drink While You Think, Kenji & Matthew review their predictions from 2023 and give their predictions for 2024.

Tune in for topics like...

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 How Many Did We Get Right Last Year? (03:23)
👉 Our Global Predictions For 2024 (07:43)
👉 The Accounting Profession In 2023 & 2024 (12:55)
👉 How Many Firms Take Private Equity In ’24? (20:01)
👉 Tech Predictions: AI In 2024 Or 2025? (22:16)
👉 Predictions For Acuity: 2023 Vs. 2024 (25:58)
👉 Last Year’s Personal Predictions (34:09)
👉 Personal Goals For Matthew This Year (37:48)
👉 Personal Goals For Kenji This Year (41:14)
👉 The Painful Prediction: The Falcons (44:24)
👉 Will Atlanta United Be In The Playoffs? (47:40)
👉 Untappd Beer Rankings (48:40)

🍺 WHAT WE'RE DRINKING 🍺
—   KENJI is drinking Heineken Saint Lucia Ltd. / Piton Lager Beer.
https://pitonbeer.com/piton-beer/
—   MATTHEW is drinking Untitled Art / Chocolate Graham Cracker Pastry Stout.
https://www.drinkuntitled.com/products/beer/

➡️ THIS WEEK'S SPONSOR ⬅️
Grow Resources Saint Lucia: https://www.linkedin.com/company/grow-resources-saint-lucia/

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig

In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about one of their biggest struggles: communication.

Tune in for…

👉 Welcome! (00:00)

👉 This Week's Topic & Beers (00:04)

👉 Can All Communication Be Fixed With A Phone Call? (03:36)

👉 The Evolution Of Our Internal Communication (05:52)

👉 Fixing Things Versus Moving The Needle Forward (12:24)

👉 Implicit Versus Explicit Authority (16:07)

👉 Our Client Communication Break Down (21:00)

👉 The Ideal Advisory Relationship (26:24)

👉 Meeting The Entrepreneur Where They Are (28:37)

👉 Predictions For Communication In The Future (29:56)

👉 Untappd Beer Rankings (38:48)

🍺 WHAT WE'RE DRINKING 🍺

—  KENJI is drinking Cigar City Brewing / Florida Man Double IPA.

https://www.cigarcitybrewing.com/beer/florida-man/

—  MATTHEW is drinking Phase Three Brewing Co. / Niu Toasted Coconut Porter.

https://untappd.com/b/phase-three-brewing-niu/4478274

➡️ THIS WEEK'S SPONSOR ⬅️

The Fearsome Foursome from the AICPA Accelerator – 4impactData, Synder, TaxPlanIQ, and VERIFYiQ

👥 CONNECT WITH US 👥

Kenji Kuramoto: https://www.linkedin.com/in/kenjikuramoto/, @kenjikuramoto

Matthew May: https://www.linkedin.com/in/thetechcpa/, @TheTechCPA

👣 FOLLOW US 👣

Facebook: https://www.facebook.com/acuity.co

Twitter: https://twitter.com/Acuity_co

Instagram: https://www.instagram.com/acuity.co/

TikTok: https://www.tiktok.com/@acuity_co

LinkedIn: https://www.linkedin.com/company/acuity.co/

Uptappd: https://untappd.com/user/DWYT/

Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇

https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig

In this episode of Drink  While You Think, Kenji Kuramoto & Matthew May share a beer and tackle their first Ask Me Anything episode!

Tune in for…

👉 Welcome! (00:00)

👉 This Week's Topic & Beers (00:04)

👉 Matthew’s Hot Tub Excursion (03:40)

👉 Has Matthew Barbie-ized Himself? (05:25)

👉 The Secret Sauce For Firms (07:05)

👉 Biggest Breakthrough For CAS In 2024? (09:00)

👉 Matthew’s Time As A Chambelan In Quinceañeras (11:53)

👉 Is Kenji Still Brewing Beer? (14:50)

👉 Improvements For Tech Partners (15:31)

👉 Our Favorite CEOs In Accounting (19:40)

👉 How Many Drinks Matthew Needs To Go Out Late-Night (24:00)

👉 Where Did The Name Acuity Come From? (25:00)

👉 Can You Role-Play A Difficult Employee Conversation? (27:27)

👉 How To Handle Misalignment In Equity Compensation (29:54)

👉 Why We Can’t Live Without Firm Partners (32:24)

👉 Matthew’s Soccer Career (34:58)

👉 Thoughts On Hiring Gen Zs Versus Boomers (35:57)

👉 Best And Worst Things About In-Person Events (39:29)

👉 Who’s The Better Accountant: Matthew Or Kenji? (45:02)

👉 Untappd Beer Rankings (47:57)

🍺 WHAT WE'RE DRINKING 🍺

—  KENJI is drinking Cigar City Brewing / Cosmic Crown Belgian-Style Strong Golden Ale.

https://www.cigarcitybrewing.com/beer/cosmic-crown/

—  MATTHEW is drinking Second Self Beer Co. / Game Night Hazy IPA.

https://secondselfbeer.com/Atlanta-West-Midtown-Atlanta-Second-Self-Beer-Company-beer1

➡️ THIS WEEK'S SPONSORS ⬅️

Jeff Rudner of Proseer

Nicole Davis of Butler-Davis Tax & Accounting, LLC

👥 CONNECT WITH US 👥

Kenji Kuramoto: https://www.linkedin.com/in/kenjikuramoto/, @kenjikuramoto

Matthew May: https://www.linkedin.com/in/thetechcpa/, @TheTechCPA

👣 FOLLOW US 👣

Facebook: https://www.facebook.com/acuity.co

Twitter: https://twitter.com/Acuity_co

Instagram: https://www.instagram.com/acuity.co/

TikTok: https://www.tiktok.com/@acuity_co

LinkedIn: https://www.linkedin.com/company/acuity.co/

Uptappd: https://untappd.com/user/DWYT/

Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇

https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig

In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about Acuity’s international teams – what’s worked well, what’s been challenging, and why expanding outside of the U.S. has become important to the growth and success of Acuity.

Tune in for…

👉 Welcome! (00:00)

👉 This Week's Topic & Beers (00:04)

👉 Where Our International Team Is Today (03:44)

👉 How We Got Started In…The Philippines (04:44)

👉 How We Got Started In…St. Lucia (10:01)

👉 Experimenting & Learning From Other Businesses (13:44)

👉 Our Philippines Team Vs. St. Lucia Team (15:46)

👉 What We’ve Learned With International Teams (16:32)

👉 Our Preconceived Notions (24:57)

👉 What’s Worked Well For Us (28:40)

👉 The Future For Our International Teams (34:17)

👉 Untappd Beer Rankings (38:57)

🍺 WHAT WE'RE DRINKING 🍺

—  KENJI is drinking North Coast Brewing Co. / Old Rasputin Russian Imperial Stout.

https://northcoastbrewing.com/beers/year-round-beers/old-rasputin-russian-imperial-stout/

—  MATTHEW is drinking Desnoes & Geddes Limited / Dragon Stout Fire.

https://www.beeradvocate.com/beer/profile/221/544169/

➡️ THIS WEEK'S SPONSOR ⬅️

Earmark CPE: https://earmarkcpe.com

👥 CONNECT WITH US 👥

Kenji Kuramoto: https://www.linkedin.com/in/kenjikuramoto/, @kenjikuramoto

Matthew May: https://www.linkedin.com/in/thetechcpa/, @TheTechCPA

👣 FOLLOW US 👣

Facebook: https://www.facebook.com/acuity.co

Twitter: https://twitter.com/Acuity_co

Instagram: https://www.instagram.com/acuity.co/

TikTok: https://www.tiktok.com/@acuity_co

LinkedIn: https://www.linkedin.com/company/acuity.co/

Uptappd: https://untappd.com/user/DWYT/

Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇

https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig

In this episode of Drink While You Think, Kenji Kuramoto shares a drink with a few team members during the Acuity Q3 Offsite – asking them about their role, their goals for 2024, what they’re drinking, and even a “Would You Rather” question.

Tune in for…

👉 Welcome! (00:00)

👉 This Week's Location & Topics (00:04)

👉 Tyler Horn, Director of Sales (02:42)

👉 Sergio Salinas, Director of Tax (06:11)

👉 Patti Scharf, CPO (09:52)

👉 Ann O’Dea, Sr. Controller (14:39)

👉 Graham Wood, Sr. Partner (19:32)

👉 Taylor McElheney, Director of Operations (24:47)

👉 Lisa Gilreath, COO (29:43)

👉 Matthew’s Grand Entrance (30:22)

🍺 WHAT WE'RE DRINKING 🍺

—  KENJI is drinking Monday Night Brewing / Oktoberfest.

—  TYLER is drinking Creature Comforts Brewing Co. / Tropicalia.

—  SERGIO is drinking Monday Night Brewing / Oktoberfest.

—  PATTI is drinking “The AcuityCon Rosé.”

—  ANN is drinking Truly Hard Seltzer / Watermelon.

—  GRAHAM is drinking Woodford Reserve.

—  TAYLOR is also drinking Woodford Reserve.

—  LISA is drinking “Whatever Red Wine That Matthew Brought.”

—  MATTHEW is drinking “A Lovely Chardonnay.”

➡️ THIS WEEK'S SPONSOR ⬅️

Accounting Salon: @accountingsalon

👥 CONNECT WITH US 👥

Kenji Kuramoto: https://www.linkedin.com/in/kenjikuramoto/

Tyler Horn: https://www.linkedin.com/in/stephenhorn510/

Sergio Salinas: https://www.linkedin.com/in/sergio-salinas-cpa-6638b0100/

Patti Scharf: https://www.linkedin.com/in/catchingclouds/

Ann O’Dea: https://www.linkedin.com/in/ann-o-dea-a61263118/

Graham Wood: https://www.linkedin.com/in/grahamwoodjr/

Taylor McElheney: https://www.linkedin.com/in/taylor-mcelheney-566b0052/

Lisa Gilreath: https://www.linkedin.com/in/lisa-gilreath-2ba506a/

Matthew May: https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣

Facebook: https://www.facebook.com/acuity.co

Twitter: https://twitter.com/Acuity_co

Instagram: https://www.instagram.com/acuity.co/

TikTok: https://www.tiktok.com/@acuity_co

LinkedIn: https://www.linkedin.com/company/acuity.co/

Uptappd: https://untappd.com/user/DWYT/

Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇

https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig

In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about why they’re not involved in the sales process at Acuity.

Tune in for topics like...

👉 Welcome! (00:00)

👉 This Week's Topics & Beers (00:04)

👉 Why We’re Not Involved In Sales (03:45)

👉 “The Matthew And Kenji Specials” (04:34)

👉 Can You Teach Non-Accountants To Sell Accounting Services? (07:10)

👉 Let’s Talk How Outbound Works (11:44)

👉 More Accountants Should Play This Numbers Game (16:45)

👉 You Need To Consider: Lifetime Value Of A Customer (21:00)

👉 Things We’ve Changed In Our Outbound Strategy (24:42)

👉 Understanding Who You’re Selling To (30:10)

👉 What We Can’t Believe Worked (34:05)

👉 Untappd Beer Rankings (38:04)

🍺 WHAT WE'RE DRINKING 🍺

—   KENJI is drinking Hoegaarden Brewery / Hoegaarden White.

https://hoegaarden.com/en

—   MATTHEW is drinking Sierra Nevada Brewing Co. / Ruthless Rye.

https://sierranevada.com/brews/ruthless-rye-ipa/

➡️ THIS WEEK'S SPONSOR ⬅️

SalesiQ: https://verifyiq.co/salesiq/

👥 CONNECT WITH US 👥

Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/

Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣

Facebook: https://www.facebook.com/acuity.co

Twitter: https://twitter.com/Acuity_co

Instagram: https://www.instagram.com/acuity.co/

TikTok: https://www.tiktok.com/@acuity_co

LinkedIn: https://www.linkedin.com/company/acuity.co/

Uptappd: https://untappd.com/user/DWYT/

Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇

https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig