Drink While You Think🍺

In this episode of Drink While You Think, Matthew May sits down with Shannon Hay, VP of Accounting and Tax Lending at Live Oak Bank.

Tune in for topics like…

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 5 Items That Should Be Your Diligence (04:05)
👉 Shannon’s Sequence When Buying A Practice (06:42)
👉 Let’s Talk Dealbreakers (09:38)
👉 Should Firm Owners Care About SBA? (14:29)
👉 Misconceptions: The Timing Of Deals (16:51)
👉 Trends Among Cloud Accounting Firms (22:33)
👉 This Year’s Accounting Conferences (25:31)
👉 Untappd Beer Rankings (28:50)

🍺 WHAT WE'RE DRINKING 🍺
—   MATTHEW is drinking Wilmington Brewing Co. / Blair's Breakfast Stout.
https://wilmingtonbrewingcompany.com/location/taproom/#on-tap
—   SHANNON is drinking Wilmington Brewing Co. / Beach Time.
https://wilmingtonbrewingcompany.com/location/taproom/#on-tap

➡️ THIS WEEK'S SPONSOR ⬅️
Live Oak Bank: @LiveOakBank, https://www.linkedin.com/company/live-oak-bank/

👥 CONNECT WITH US 👥
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
Shannon Hay: @ShannonHayLOB, https://www.linkedin.com/in/shannon-hay-1b6bb88/

👣 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 sits down with special guest Scott Scarano to dive into accounting conference season, which is upon us!

Tune in for topics like…

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Sons Of CPA: Origin & Rebrand (02:45)
👉 Life With COVID in 2022 (09:02)
👉 Reflecting On Accounting Conference Season (12:20)
👉 Highs & Lows Of Podcasting (29:35)
👉 Untappd Beer Rankings (44:40)

🍺 WHAT WE'RE DRINKING 🍺
—   KENJI is drinking Iron Hill Brewery / Pumpkin Ale.
https://www.ironhillbrewery.com/promotions/pumpkin-ale/

➡️ THIS WEEK'S SPONSOR ⬅️
Butler-Davis Tax & Accounting: @bdaccounting, https://www.facebook.com/bdaccounting/

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Scott Scarano: @scottscarano, https://www.linkedin.com/in/scottscarano

👣 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 unpack some of the challenges that come with scaling your firm.

Tune in for topics like…

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 What To Consider As You Grow (02:35)
👉 You Better Get Used To This (03:40)
👉 The Type Of Firm You Want To Be (05:20)
👉 Prepare To Be Uncomfortable (09:40)
👉 Helping People Feel Like They Belong (13:20)
👉 How Do You Run Your Firm Authentically? (16:20)
👉 Keeping CRM Up-To-Date Is Tough (17:50)
👉 Untappd Beer Rankings (22:15)

🍺 WHAT WE'RE DRINKING 🍺
—   KENJI is drinking Mike Hess Brewing / Hop Cloud.
https://www.mikehessbrewing.com/our-beers/
—   MATTHEW is drinking Bay City Brewing Co. / Peninsula Lager.
https://baycitybrewingco.com/beer/peninsula-lager/

➡️ THIS WEEK'S SPONSOR ⬅️
Tallyfor: @tallyfor, https://tallyfor.com

👥 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 explore the maximum amount of meaningful relationships you can have, and what that means for your firm.

Tune in for topics like…

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Who Has More Friends? Kenji or Matthew? (04:19)
👉 Dunbar’s Number (05:34)
👉 Acuity’s Growth & Relationship Changes (10:14)
👉 OKRs, Slack, & Weekly Team Meetings (19:49)
👉 Why Foreshadowing In Your Firm Is So Important (26:25)
👉 Untappd Beer Rankings (30:07)

🍺 WHAT WE'RE DRINKING 🍺
—   KENJI is drinking Midwest Coast Brewing / English Style Pale Ale.
https://www.midwestcoastbrewing.com/beer
—   MATTHEW is drinking Phase Three Brewing / Pressed Coffee Coconut Imperial Porter.
https://www.phasethreebrewing.com/pressedcoconut

➡️ THIS WEEK'S SPONSOR ⬅️
The Beer Temple: @TheBeerTemple, https://untappd.com/v/the-beer-temple/542686

👥 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 sit down with Randy Crabtree, CPA, co-founder and partner at Tri-Merit to talk craft beer and tax credits.

Tune in for topics like...

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Randy's Passion For Craft Beer (06:09)
👉 The Low-Hanging Fruit Of Tax Credits (10:29)
👉 Tri-Merit Helping With Misinformation (11:53)
👉 2 Tax Credits That Should Be On Your Radar (13:24)
👉 When Firms Should Add A Tax Credit Practice (22:47) 
👉 The Rigorous Documentation Of Tax Credits (29:54)
👉 Randy's Podcast: The Unique CPA (35:16)
👉 Untappd Beer Rankings (37:14)

🍺 WHAT WE'RE DRINKING 🍺
—   KENJI is drinking Half Acre Beer / Vallejo IPA.
https://www.halfacrebeer.com/vallejo-ipa
—   MATTHEW is drinking Saint Errant Brewing / Gorilla Cookies.
https://www.sainterrantbrewing.com/
—   RANDY is drinking Marz Community Brewing Co. / Jungle Boogie.
https://marz.beer/beer/jungle-boogie/

➡️ THIS WEEK'S SPONSOR ⬅️
Tri-Merit: @TriMerit, https://www.linkedin.com/company/2289094/

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
Randy Crabtree: @RCrabtreeCPA, https://www.linkedin.com/in/randy-crabtree-1945a67/

👣 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 and Matthew talk all about personalities, analyzing personality tests that they took and whether these tests should play a role in an accounting firm.

Tune in for topics like…

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Kenji's Accounting Jokes (03:23)
👉 The DISC Assessment (04:28)
👉 Are Personality Tests Helpful For Firms? (13:41)
👉 Kenji Takes 16 Personalities For Himself & Matthew (22:15)
👉 Which One Of Us Has The Same Personality As Will Smith? (23:50)
👉 Untappd Beer Rankings (27:46)

🍺 WHAT WE'RE DRINKING 🍺
—   KENJI is drinking Iron Hill Brewery / Rising Sun IPA.
https://www.ironhillbrewery.com/west-chester-pa/menu/beer/
—   MATTHEW is drinking Sycamore Brewing / Vanilla Affogato.
https://www.sycamorebrew.com/copy-of-barrel-aged-christmas-cookie/

➡️ THIS WEEK'S SPONSOR ⬅️
VerifyiQ: @VERIFYIQ, https://www.linkedin.com/company/verifyiq/ 

👥 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 sits down with Nicole Butler and J W Davis of Butler-Davis Tax & Accounting to mythbust the acquisition process for accounting firm owners.

Tune in for topics like…

👉 Welcome! (00:00)

👉 This Week's Topics & Beers (00:04)

👉 Butler Davis’ First Acquisition (03:52)

👉 Demystifying The Acquisition Process (06:06)

👉 The Value In Being Together (13:08)

👉 Should Your Company Vision Change? (15:30)

👉 Hardest Lesson Learned As A Firm Owner (24:28)

👉 Why We Love Atlanta (33:48)

👉 Untappd Beer Rankings (38:23)

🍺 WHAT WE'RE DRINKING 🍺

—   KENJI is drinking Iron Hill Brewery / The Cannibal.

https://www.ironhillbrewery.com/blog/whats-in-a-name

—   NICOLE is drinking Goose Island Beer / Tropical Beer Hug Imperial IPA.

https://www.gooseisland.com/beers/seasonal-beers/tropical-beer-hug

—   J W is drinking New Belgium Brewing / Voodoo Ranger Imperial IPA.

https://www.newbelgium.com/beer/voodoo-ranger-imperial-ipa/

➡️ THIS WEEK'S SPONSOR ⬅️

Butler-Davis Tax & Accounting: @bdaccounting, https://www.facebook.com/bdaccounting/  

👥 CONNECT WITH US 👥

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

Nicole Davis, CPA: @wifemomcpa100, https://www.linkedin.com/in/nicoledaviscpa/

J W Davis: @jwdavis318, https://www.linkedin.com/in/j-w-davis-b6706136/ 

👣 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 talk about all the things that influence how they build and lead Acuity, highlighting books, podcasts, newsletters, and people.

Tune in for topics like…

👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Butler-Davis Tax & Accounting (01:24)
👉 Books For Growth & Their Takeaways (03:20)
👉 Influencers For Firms Building Sales Teams (13:14)
👉 Podcast Recommendations (17:57)
👉 Must-Read Newsletters (21:33)
👉 People We Lean On (23:42)
👉 Untappd Beer Rankings (28:37)

🥳 LINKS TO RECS 🥳
Book Recommendations:
- All can be found on Acuity's Goodreads account: https://www.goodreads.com/review/list/149979644?shelf=recommendations-for-firm-owners&sort=date_added&order=d

Podcast Recommendations:
- Sons of CPAs (https://podcasts.apple.com/us/podcast/sons-of-cpas/id1571747680)
- The All-In Podcast (https://www.allinpodcast.co)
- Cloud Accounting Podcast (https://www.cloudaccountingpodcast.com)

🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Iron Hill Brewery / Hipster IPA.
https://www.ironhillbrewery.com/west-chester-pa/menu/beer
— MATTHEW is drinking Iron Hill Brewery / Russian Imperial Stout.
https://www.ironhillbrewery.com/west-chester-pa/menu/beer

➡️ THIS WEEK'S SPONSOR ⬅️
Butler-Davis Tax & Accounting: @bdaccounting, https://www.facebook.com/bdaccounting/

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

👣 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 sit down with Dan Gertrudes, co-founder of GrowthLab, to talk about what Finance-as-a-Service, or FaaS, is and how it can change the game for startups.

Tune in for topics like…
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Castle Island Brewing & Brewery Accounting (04:38)
👉 Why Accounting Firms Invest In Their Clients (08:32)
👉 What is Finance-as-a-Service or FaaS? (22:07)
👉 Untappd Beer Rankings (30:49)

🍺 WHAT WE'RE DRINKING 🍺
- Kenji & Matthew are drinking Castle Island Brewing / Bohemian Shine. https://castleislandbeer.com/beer/bohemian-shine/
- Dan is drinking Moat Mountain Brewing / East Intervale IPA. https://www.moatmountain.com/eastintervale

➡️ THIS WEEK'S SPONSOR ⬅️
Castle Island Brewing: @cibrewing, https://www.facebook.com/castleislandbeer

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
Dan Gertrudes: @DanGertrudes, https://www.linkedin.com/in/danielgertrudes/
Growth Lab, Finance-as-a-Service: @GrwthLab, https://www.linkedin.com/company/growthlab/
Moat Mountain Brewing: @moatmountain, https://www.facebook.com/MoatMountainSmokeHouse/

👣 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 sits down with Lisa Gilreath, COO at Acuity, to talk about how roles within accounting firms change as you scale your business and as team members' lives change.

Tune in for topics like…
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Lisa's Career & Finding Work-Life Balance (03:59)
👉 Operational Challenges For Scaling Firms (09:32)
👉 How To Wrangle Kenji & Matthew (20:15)
👉 Parenting Advice For Prom Weekend (27:24)
👉 Untappd Beer Rankings (34:05)

🍺 WHAT WE'RE DRINKING 🍺
- Kenji is drinking Castle Island Brewing / Keeper India Pale Ale.
https://castleislandbeer.com/beer/
- Lisa is drinking Three Taverns Brewery / Pometheus.
https://www.threetavernsbrewery.com/pometheus/

➡️ THIS WEEK'S SPONSOR ⬅️
GrowthLab Finance-as-a-Service: @GrwthLab, https://www.linkedin.com/company/growthlab/

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Lisa Gilreath: @lkgilreath, https://www.linkedin.com/in/lisa-gilreath-2ba506a/
Castle Island Brewing: @cibrewing, https://www.facebook.com/castleislandbeer
Three Taverns Brewery: @ThreeTaverns, https://www.facebook.com/threetavernsbeer

👣 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