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EPISODE 197


FACULTY: Alicyn McLeod, CPA
CLASS: #Shoperations


In this podcast episode, Scott engages in a conversation with Alicyn McLeod, founder of Atlanta Tax. The episode navigates through Alicyn's journey into the world of accounting, highlighting the impact of significant events like the recession, the rise of smartphones, and the emergence of cloud technology. Alicyn shares insights into her decision to start her own firm, the role of social networks in her professional growth, and the initiation of her podcast, Underwithheld. The discussion delves into the dynamics of building and managing a team, forming partnerships, addressing operational challenges, and leveraging tools and technology to enhance firm operations. 
Shout Outs:
Trevor McCandless, Drake Tax Software, Adam Markowitz, Jason Statham of Realize 
Chapters:
00:05:43 Introducing the Mother of Tax Twitter
00:07:29 Alicyn's Journey to Accounting
00:14:56 The Recession, Rise of the SmartPhone and the Cloud
00:20:52 Starting Her Own Firm
00:25:07 Impact of Social Networks
00:31:42 Starting a Podcast
00:35:01 Starting Up a Team
00:38:07 Partnership with Sarah
00:41:23 The Secret to a Good Partnership
00:43:51 Operational Difficulties
00:46:26 Tools and Technology
00:49:54 Partner Roles and Systems
00:54:18 New Firm Name Origin
00:58:37 No Emergencies in Accounting
01:02:03 Conclusion



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197 Finding Kindness, Partners, and Limitless Opportunities in Accounting (feat. Alicyn McLeod, CPA)

Accounting High is the premier practice management podcast for tax and accounting firms. Join us for some fun and oftentimes colorful conversations about the accounting and tax industry. We are the next generation of accounting professionals questioning the state of the accounting profession.

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Episode 207
FACULTY: Shannon Weinstein, CPA
CLASS: #SocialStudies
In this episode, Scott interviews Shannon Weinstein, CPA, the Host of the Keep What You Earn podcast. Shannon shares her journey of starting her own practice, leveraging Instagram as a brand-building tool, early growth experiences, transitioning from an order taker to a menu creator, marketing strategies, developing values from challenging clients, attracting ideal clients, core truths, leveraging the podcast for business growth, and tips for social media and potential podcasters.
Shout Outs:
Paul Seaton, Jess Glazer, Michael King, Mel Abraham, Keep What You Earn, Conserva Lo Que Ganas
Chapters:
00:00 Teaser
07:14 Starting Her Practice
10:42 Instagram as a Brand Builder
12:51 Early Growth
15:33 From Order Taker to Menu Creator
19:28 Marketing to Your Ideal Client
20:59 Developing Your Values from The Worst Clients
24:29 How to Attract the Ideal Clients
26:46 Core Truths
31:16 The Firm Stats
32:44 The Podcast
39:22 Leveraging the Podcast
44:31 Client Intake Process
45:39 Saying No to Leads
47:26 Tips for Social Media and Potential Podcasters
50:04 Conclusion
Connect With Us On Linkedin!
Shannon Weinstein
https://www.linkedin.com/in/shannonkeane/
Keep What You Earn Co.
https://www.fitnancialsolutions.com/
Keep What You Earn Podcast
https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
accountant origin, Costa Rica, intentional business, core values, core truths, values alignment, attract clients, repel marketing, accounting firm, revenue goals, ideal client, client intake, referral fees, podcast host, podcast guesting, business podcast, fractional CFO, long-form content, content, Spanish, accounting, origin, Costa Rica, business, values, alignment, clients, marketing, firm, revenue, ideal, intake, referral, podcast, guesting, content, CFO, long-form

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207 Starting a Podcast and Attracting Clients that Pay $6,000/mo! (feat. Shannon Weinstein, CPA)

Episode 206
FACULTY: Steven Zelin, the Singing CPA
CLASS: #Shoperations
In this episode, Scott interviews Steven Zelin, CPA, also known as The Singing CPA. Steven shares his journey, from becoming a CPA to pursuing his passion for singing, starting his own firm, client acquisition and niche development, peer review, the Steve Zelin Singing CPA brand, firm statistics, and working in-office versus remote.
Shout Outs:
AICPA Engage, Edward Medlowitz, Nancy McClelland, Sammy Katz, Barry Melancon
Chapters:
0:00 Teaser
01:39 Introduction
02:31 Becoming a CPA
04:20 Becoming a Singer
04:42 Early Years
07:39 Steven Starts His Own Firm
14:23 Clients and Niche
16:12 Acquisitions
20:00 Peer Review
20:51 The Steve Zelin Singing CPA Brand
27:00 Firm Stats
33:39 In Office vs Remote
38:35 Another Acquisition
Connect With Us On Linkedin!
Steven Zelin
https://www.linkedin.com/in/thesingingcpa/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
singing, CPA, New York, accounting, entrepreneur, musician, career, small firm growth, branding, peer review, firm acquisitions, niche, nonprofit, remote, accounting firm, culture, passion, community, humor, challenges, marketing, differentiation, collaboration, shoperations

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206 How to Find Success in the Big Apple as a Singing CPA (feat. Steven Zelin, CPA)

Episode 205
FACULTY: Kelly Rohrs, CPA the Tax Slayer
CLASS: #SocialStudies
In this episode, Scott interviews Kelly Rohrs, CPA, also known as Tax Slayer and co-host of the Zero to Millions Podcast. Kelly shares her journey, from her first accounting job to starting her own brand. The conversation covers topics such as balancing motherhood with being an accountant, leveraging LinkedIn, her accounting firm, changing traditional practices, the Zero to Millions Podcast, and insights on the current state of tax and accounting.
Shout Outs:
Katie Thomas, Bilal Mehanna, Blake Oliver, TaxDome, Lacerte, Ignition
Chapters:
01:34 Introduction
02:06 Kelly's Story
05:41 First Accounting Job
09:02 Starting Her Brand
12:04 Being a Mom and an Accountant
15:45 Cultivating Linkedin
19:03 Kelly's Firm
24:05 Changing the Old Ways
28:56 From Zero to Millions Podcast
32:09 The State of Tax and Accounting
36:52 Parting Advice
Connect With Us On Linkedin!
Kelly Rohrs
https://www.linkedin.com/in/kellyrohrs/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/


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205 An Accounting Architect Harmonizing the Hustle at Half a Million (feat. Kelly Rohrs, CPA the Tax Slayer)

Episode 204
FACULTY: Mike Manalac, CPA
CLASS: #TheGuide
In this episode, Scott interviews Mike Manalac, CPA, Accounting Manager at Google. Mike shares his journey from working at Walmart.com to his current role at Google, highlighting experiences and lessons learned along the way. The conversation delves into topics such as work-life balance, the transition from public accounting to industry, creating resources for professionals in similar transitions, and making accounting more engaging and appealing to a broader audience.
Shout Outs: Eminem, Greg Kyte
Chapters:
01:26 Introducing Mike
07:12 Working at Walmart.com
10:50 Working at Google
13:50 Learning How to Balance Fun
15:56 A Long Commute
18:18 Making Resources for Going from Public to Industry
29:59 Mike's Content
31:43 The Uprising
39:52 Making Accounting Cool
41:55 Getting Accountants out of their Shells
49:40 Final Thoughts 
Connect With Us On Linkedin!
Mike Manalac
https://www.linkedin.com/in/mikemanalac/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
accounting profession, CPA exam, industry jobs, public accounting, overworked accountants, underpaid accountants, accounting stereotypes, next generation accountants, accounting uprising, AICPA, 150-hour rule, higher education, Big Four, remote work, accounting skills, competitive advantage, dream job, Google, LinkedIn content, creative accountants

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204 The Uprising of the Next Generation of Accountants (feat. Mike Manalac, CPA)

Episode 203
FACULTY: Andrea MacDonald, CPA
CLASS: #Shoperations
In this podcast episode, Scott interviews Andrea MacDonald, CPA, and CEO of Pro Tax & Accounting LLC. Andrea shares insights into her journey of starting and growing her accounting practice, highlighting key milestones, challenges, and successes along the way. From the inception of her practice to firm acquisitions and mergers, Andrea discusses her experiences in building and managing a successful accounting firm. The conversation also touches upon topics such as growth goals, hiring strategies, leveraging technology and community, cultivating positive habits, overcoming challenges, and future plans.
Shout Outs: Micheal Ly, Sharron at Pro Tax & Accounting LLC, QuickBooks, FreshBooks
Chapters:
01:23 Introducing Andrea
04:52 Starting Her Practice
07:42 Firm Stats in the Early Years
11:11 Firm Acquisition
12:20 Growth Goals
14:52 Handling a 1 Million Dollar Firm
16:59 Hiring Her Son
20:13 The Big Merger
23:48 Apps and Community
30:16 Positive Habits
32:36 Hard Times
35:04 What's Next for Andrea?
36:26 Parting Advice
37:11 Andrea Getting Out of the Way
Connect With Us On Linkedin!
Andrea MacDonald
https://www.linkedin.com/in/andrea-macdonald-cpa-ctc-4704042b/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
accounting career, firm growth, million-dollar practice, accounting acquisition, firm merger, accounting franchise, service-based businesses, profitability challenges, eos implementation, virtual team, bookkeeping management, family employees, accounting partnerships, app community, accounting conferences, public speaking, positive mindset, business pivots, vision planning, client delegation

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197 Finding Kindness, Partners, and Limitless Opportunities in Accounting (feat. Alicyn McLeod, CPA)

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