The Lifestyle Accountant Show

By Lifestyle Accountant

The podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives.... more

5

66 ratings

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FAQs about The Lifestyle Accountant Show:

How many episodes does The Lifestyle Accountant Show have?

The podcast currently has 25 episodes available.

The Lifestyle Accountant Show episodes:

August 21, 2023S2 Ep 6: Jason Andrew: On Wealth Creation
In this episode, I chat with Jason Andrew about a range of topics including:
[04:04] Why Jason recommends graduate accountants start at a small firm rather than a mid-tier or Big 4 firm
[11:32] Starting SBO.Financial and not getting paid for the first two years
[13:07]: Hiring a CEO to run SBO.Financial and what Jasons’ role looks like today
[20:38]: The Arbor Group structure and the benefits of using a Hold Co
[23:51] Incentivising team members and why Jason prefers bonuses to equity
[26:22] Why SBO.Financial started a tax division the interesting structure they have in place with their Head of Tax
[31:25] The pros and cons of rollups in the accounting industry and why acquiring accounting firms can fail

"Jason Andrew is a chartered accountant and founder of the Arbor Group - a holdco of financial services business ranging from accounting and tax services, funds management and corporate advisory.

His personal mission and passion is to improve the financial literacy of entrepreneurs and executives and change the current worldview of the accounting profession."

You can connect with him on LinkedIn or Twitter.

This episode of the podcast is brought to you by sponsors
TaxValet: Sales Tax Done For You
Electrafi: Blockchain Training and Consulting for Accountants
Teamup: Hire top Filipino accountants without ongoing BPO fees.

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.
For more information or to get in touch with us, head over to our website lifestyleaccountant.co.
...more
39min
August 14, 2023S2 Ep 5 - Christine Oliver - Big 4: What it's Really Like to Be a Partner
In this episode, I chat with Christine Oliver about What It’s Really like to be a Partner at a Big 4 Firm!

[08:08] Networking: Fun, work … or both?
[21:10] The surprising benefits of the Big 4 brand
[22:49] The expectations of a Big 4 partner and how it ties to compensation
What sacrifices will you need to make along the way?
What kind of salary can you expect?
How does the buy-in process work?
How is performance measured?
Who should consider becoming a partner at a Big 4 firm and who shouldn’t
Why Christine left the Big 4 and moved to a private equity-backed commercial disputes firm.

Christine also answered some listener questions:
[39:39] What is your tip for someone that's looking to make partner in the next twelve months?
[41:31] 100 years from now. What do you think the professional partnership model will look like?
[42:43] You're making a recommendation to an accounting graduate. Should they start at a big 4 firm a midtier firm a boutique firm or a small suburban firm which one

This episode of the podcast is brought to you by sponsors
TaxValet: Sales Tax Done For You
A2X: automated e-commerce accounting
Teamup: Hire top Filipino accountants without ongoing monthly fees.

Episode guest: Christine Oliver
Christine Oliver is a Senior Managing Director at Ankura where she provides expert evidence in a wide range of commercial disputes.

Prior to joining Ankura, Christine was a partner at a Big 4 global accountancy firm, where she led their Australian dispute advisory practice.

You can connect with her on LinkedIn.

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.
For more information or to get in touch with us, head over to our website lifestyleaccountant.co.
...more
49min
August 07, 2023S2 Ep 4 - Matthew May: On Accounting Firm Mergers and Acquisitions
In this episode, we chat with Matthew May. He’s a CPA who works with technology companies and the president of Acuity, a US based client accounting services practice.

We chat about a range of topics including:
[05:12] Why Matthew’s business partner Kenji decided to bring Matthew into the business when Acuity was almost 10 years old
[14:42] Their unique approach to employee compensation which allows team members to share in the risks and rewards
[20:05] How Acuity leverages professional sales people to generate leads and run the end to end sales process
[23:39] How Acuity generates deal flow
[26:08 Why Matthew became interested in acquiring other firms
[31:31] A breakdown of Acuity’s first acquisition, factors they considered in deciding to move and why it wasn’t the outcome they hoped
[35:30] A breakdown of having another firm merge with them

You can connect with him on LinkedIn or Twitter.

This episode of the podcast is brought to you by sponsors
TaxValet: Sales Tax Done For You
A2X: automated e-commerce accounting
Teamup: Hire top Filipino accountants without ongoing BPO fees.

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.
For more information or to get in touch with us, head over to our website lifestyleaccountant.co.
...more
56min
July 31, 2023S2 Ep 3 - Leaving Public Practice: The Path to Becoming a Full-Time Creator with Jason Staats
In this episode, Jason Staats talks about making the decision to leave public practice. This was especially hard as it was a two-partner firm and he was one of the partners.
In particular, we discuss:
[06:17] How Jason originally came to buy into an accounting firm
[14:40] Why he started to consider leaving the firm
[20:23] How he approaches making tough decisions knowing he is going to disappoint people
[23:51] How Jason brought up leaving with his business partner
[27:11] Putting in place a transition plan

You might know Jason from his daily YouTube show for accountants ‘Jason Daily’.

Prior to 2023, Jason ran an accounting & tax firm in Oregon.

He started producing video content from his garage in 2020 and now he is focusing full-time on being a creator and running Realize a community for accounting firm owners. He has produced commercials for companies like LinkedIn and Zapier.

You can connect with him on LinkedIn or Twitter.

This episode of the podcast is brought to you by sponsors
TaxValet: Sales Tax Done For You
A2X: automated eCommerce accounting

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.
For more information or to get in touch with us, head over to our website lifestyleaccountant.co.
...more
32min
July 24, 2023S2 Ep 2 - Employee Equity: Empowering Your Leadership Team Through Ownership with Andrew Van De Beek
Does giving your team the opportunity to own equity encourage them to act like business owners?
Andrew Van De Beek has had 4 team members buy into Illumin8. In this episode, we walk through the details of each situation including:
[07:14] Why Andrew decided to have his leadership team own some of the business
[09:52] Key terms of the shareholder agreement to consider
[12:20] Agreeing on salaries and when dividends should be paid
[14:54] What happens if a team member who owns equity no longer wants to work at Illumin8
[24:06] Andrew’s evolution from full-time co-founder of Illumin8 to part-time advisor

I think it’s best to let him introduce himself!
Hey, I’m Andrew and although I dream of running my own whisky bar, right now I’m an accountant (I guess).
Founder of Illumin8, podcast host, co-working space owner, coordinator of retreats, mentor of up & coming accountants, keynote speaker & generally getting myself into interesting situations in the world of accounting

I push the boundaries, it’s the only way I can make the difference I want to make. I ask lots of questions. I listen to the answers and I’m not afraid to challenge what I hear.
You can connect with Andrew on LinkedIn and make sure to check out his podcast ‘Aly and Andrew’s All Aussie Accounting Adventures and his personal website.

This episode of the podcast is brought to you by sponsors
TaxValet: Sales Tax Done For You
A2X: automated e-commerce accounting

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses, while living healthy, happy lives hosted by Meryl Johnston.
...more
37min

FAQs about The Lifestyle Accountant Show:

How many episodes does The Lifestyle Accountant Show have?

The podcast currently has 25 episodes available.