Episode 133 In this episode of Accounting High, host Scott interviews Jamie O'Kane, a CPA and Certified Tax Coach. Jamie shares her journey from high school to starting her own firm, discussing her experiences with clients, niche industries, firm hard numbers, scope and pricing, and more. She also shares valuable insights on outsourcing and unlocking time, as well as advice for accountants looking to grow their business and take care of their team. Overall, this episode is a must-listen for anyo...
Apr 26, 2023•1 hr 22 min•Ep. 133
Episode 132 Accounting High is supported by our Booster Club Thank you LiveFlow ! https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH In today’s episode of Accounting High, Scott interviews Chase Birky, CPA , about his journey from working at Deloitte to starting his own firm, Dark Horse CPAs. Chase talks about the impetus for pivoting his business, getting away from client work, and focusing on scalability. He shares his inspiration for the structu...
Apr 25, 2023•1 hr 30 min•Ep. 132
Season 4 Episode 131 In this episode of Accounting High, Scotty and Ackerman interview Geraldine Carter, a seasoned business consultant who has lived and worked in over 50 countries and now lives in Idaho. They discuss her background and the transformative power of travel, as well as her insights on the common mistakes CPAs make and the importance of value pricing and sales in accounting. Geraldine emphasizes the need for guidance rather than instruction for clients and the benefits of niching b...
Apr 24, 2023•53 min•Ep. 131
Episode 130 | Recorded August 29, 2022 Introduction: In this episode of Accounting High, Scott sits downs with Liz Scott , a consultant and entrepreneur who shares her journey of starting her own business and the importance of staying up to date with technology and cybersecurity. Liz talks about her passion for training others with apps and creating courses and the impact of Covid on her work. She also discusses the importance of cybersecurity and offers practical tips on staying safe from cyber...
Apr 21, 2023•1 hr 23 min•Ep. 130
Episode 129 | Recorded January 30, 2023 Accounting High is supported by our Booster Club Members Thank you AppStream ! Powered by the GrowthLab Music Video for Simple Tasks! In this episode of Accounting High, Scott interviews Keila Hill-Trawick , a CPA who is doing things differently in her own firm called Little Fish Accounting. Keila shares how she got into accounting and the story behind the unique name of her firm. She also discusses her team, niche, priorities, and the apps they use to imp...
Apr 19, 2023•1 hr 5 min•Ep. 129
Episode 128 | Recorded March 1, 2023 Introduction: In this episode of Accounting High, host Scott interviews Ed Kless , a meta-consultant and business iconoclast. Together, they explore the art of asking effective questions, the value of strengths and weaknesses, and the importance of breaking the rules. Ed shares his insights on connecting music to superabundance and the accounting business, confronting our freedom, and confronting the challenges of the profession, including the cancerous times...
Apr 17, 2023•1 hr 26 min•Ep. 128
Episode 127 | Recorded November 18, 2022 In this episode, Scott talks to Serena Shoup, CPA about her journey from college to becoming a CPA and eventually starting her own business. They also discuss motherhood, work-life balance, personal branding, and the importance of being intentional with social media. Tune in to learn more about Serena's story and insights on building a successful career while still prioritizing family and personal growth. Who is Serena? Ambitious side hustles to motherhoo...
Apr 14, 2023•1 hr 42 min•Ep. 127
Episode 126 | Recorded August 1, 2022 In this episode of Accounting High, Scott hosts Amber Gray-Fenner and Mary McDonald to discuss various topics related to accounting and art. Amber shares her childhood and move to New Mexico, her experience in Albuquerque, and her insights on changes in the accounting industry. Mary discusses her origin story, the size of her firm, and how tax and accounting can be like a puzzle. They also talk about accounting as an art, the importance of authenticity, and ...
Apr 13, 2023•1 hr 26 min•Ep. 126
Episode 125 | Recorded November 8, 2022 Accounting High is supported by our Booster Club Thank you LiveFlow ! https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH Introduction: In this episode, we talk with Nick Pasquarosa, the CEO and founder of Bookkeeper360, about building a technology team at your accounting firm. Interview: Nick shares about his background and how he started Bookkeeper360. He discusses how he found Xero and integrated it into hi...
Apr 12, 2023•1 hr 20 min•Ep. 125
Episode 124 | Recorded July 14, 2022 Enrico Palmerino , CEO of Botkeeper is an automated accounting platform that uses human-assisted machine learning and AI to deliver the fastest, most accurate, and lowest cost bookkeeping available to accounting firms. He is also an investor and advisor to several business venture funds and sits on the Technology Advisory Committee & Board of Corporators at Fidelity Bank. We discuss how regretful situations can blossom into blessings from the ground up. T...
Apr 11, 2023•52 min•Ep. 124
Episode 123 | Recorded July 28, 2022 Join Scott and Clayton Oates in this episode as they discuss how Clayton got his start in accounting, the challenges of starting his own business, and how to transition from the finite game to the infinite game. You'll hear about the benefits of partnerships and the importance of choosing partners who share your values. Along the way, Clayton shares insights from his extensive reading list and offers practical advice for bettering yourself and others. This is...
Apr 10, 2023•1 hr 59 min•Ep. 123
Recorded on April 11, 2023 ABC TOURNAMENT FINAL FOUR RESULTS SHOW
Apr 09, 2023•38 min
Episode 122 | Recorded October 3, 2022 Accounting High is supported by our Booster Club Thank you LiveFlow ! https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH In this episode of Accounting High, Scott speaks with Paul Barnhurst about his career in finance and FP&A. They discuss the differences between accounting and FP&A, the marketability of financial planning applications, and the influence of cloud technology. Paul shares insights on pr...
Apr 07, 2023•1 hr 7 min•Ep. 122
Episode 121 | Recorded February 13, 2023 In today’s episode, Scott talks to Katie Thomas, CPA to discuss the highs and lows of her journey in the accounting world. From getting into accounting to starting businesses, Katie shares her experiences and insights on content creation, team building, and attracting clients. She also gives tips on building confidence as a content creator and shares her personal journey in setting goals, aspirations, and failures. Tune in to this episode to gain valuable...
Apr 06, 2023•1 hr 13 min•Ep. 121
Episode 120 | Recorded January 23, 2023 Accounting High is supported by our Booster Club Members Thank you AppStream ! Powered by the GrowthLab Music Video for Simple Tasks! In this episode of Accounting High, Scott chats with Jeff Rudner , co-founder and COO of Proseer. Jeff shares his journey into cloud accounting, his experience with fractional CFO services, and the birth of Proseer. They talk about consolidating and partnering, and conversion to a C-corp. Other things covered are tech stack,...
Apr 05, 2023•1 hr 4 min•Ep. 120
Episode 119 | Recorded July 18, 2022 In this episode, Scott and Jason sit down with Will Baker and Ford baker, CPA to discuss the world of accounting and software development. The conversation covers a range of topics, from the challenges of tax season to making changes at a firm, including adopting a Me First mindset and cutting down staff. They also delve into the world of accounting automation, exploring the Once software and its unique features. As the conversation progresses, they touch on ...
Apr 04, 2023•1 hr 15 min•Ep. 119
Episode 118 | Recorded Februrary 21, 2023 Scotty’s back in the Office with our Principal, Ron Baker, and he has a copy of "The Creative Act: A Way of Being" by Rick Rubin. In this book report, they cover a wide range of topics, including creativity in art and accounting, the quest for efficiency, the role of humor in art, and the importance of paying attention to your surroundings. The conversation also touches on the challenges of being an entrepreneur and artist, the subjective nature of value...
Apr 03, 2023•1 hr 46 min•Ep. 118
Recorded LIVE on April 2, 2023 ABC TOURNAMENT ROUND 4 RESULTS SHOW featuring very special guests Guy Pearson of Ignition Randy Crabtree of The Unique CPA David Leary of The Cloud Accounting Podcast join us as we discuss the results of round 4 of the ABC Tournament Round 4 Results (to follow along while listening) BREAKFAST BRACKET RESULTS ROUND 4 RESULTS GUEST DISCUSSION FINAL FOUR MATCHUP PREVIEW...
Apr 03, 2023•1 hr 33 min
Episode 117 | Recorded January 24, 2023 Accounting High is supported by our Booster Club Members Thank you AppStream powered by the GrowthLab https://www.growthlabfinancial.com/automations-for-accountants?ah Music Video for Simple Tasks! In this episode, Scott gets a one-on-one with Amy Vetter , who shares her insights on various topics related to business and personal growth. The conversation covers everything from the foundations of accounting and setting boundaries, to finding joy and happine...
Mar 31, 2023•1 hr•Ep. 117
Episode 116 | Recorded July 25, 2022 Accounting High is supported by our Booster Club Thank you LiveFlow ! https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH Today we have Scott and Kelly Gonsalves on the show. Together, they explore the exciting and evolving world of accounting, delving into how the industry is growing and changing. They also take a closer look at the impact of shifting client bases and the challenges that accounting firms/busines...
Mar 30, 2023•1 hr 34 min•Ep. 116
Episode 115 | Recorded September 29, 2022 Accounting High is supported by our Booster Club Thank you LiveFlow ! https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH In this episode with Scott , we have Garrett Alexander, CPA , talk about his journey in the accounting industry, branding, managing people, and running a firm. They discuss the advantages of starting your own firm and offer advice on how to protect good employees and deal with bad clients...
Mar 29, 2023•1 hr 31 min•Ep. 115
Episode 114 | Recorded March 15, 2023 Accounting High supported by our Booster Club members Thank you LiveFlow https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH In this podcast episode, Scott and Terrell interview Anita Koimur, founder of LiveFlow, a software solution for accounting firms. They discuss LiveFlow's unique features, how it bridges the gap between accounting firms and clients, and the feedback from the accounting community. The group ...
Mar 28, 2023•1 hr•Ep. 114
Episode 113 | Recorded October 31, 2022 Thank you to our AH Boosters! Tallyfor - Book to tax in minutes, not hours - check em out at tallyfor.com In this podcast episode, Scott and Jason talk to Roger Knecht PB, PGE, VB , President of Universal Accounting. Our hosts and Roger provide valuable insights into building a successful accounting practice, from branding and coaching to pricing and profitability. Whether you're an accountant looking to grow your business or simply interested in the accou...
Mar 27, 2023•1 hr 5 min•Ep. 113
Recorded LIVE on March 26, 2023 featuring very special guests Alison Ball, Blake Oliver, and Terrell Turner join us as we discuss the results of round 3 of the ABC Tournament Round 3 Results (to follow along while listening) ROUND 3 RESULTS Show 4:30 Opening, introduce hosts and their platforms (10min) 4:40 Prize Draw #1 (5min) 4:45 BREAKFAST BRACKET REVEAL (10min) 4:55 Prize Draw #2 (5min) 5:00 ROUND 3 RESULTS (25min) 5:25 Prize Draw #3 (5min) 5:30 TAX BRACKET RESULTS (10min) 5:40 Prize Draw #4...
Mar 27, 2023•1 hr 24 min
Episode 112 | Recorded October 17, 2022 Join Scott for an exciting episode as we sit down with the Queen of the cloud, Heather Smith , as she shares her journey from the birth of her blog to becoming an author. We explore the concept of "glocal" and how Heather's visionary perspective has led her to connect with people from all over the world. Heather also shares her experiences with Xero and the ripple effect that this software has had on other accounting communities. We delve into her travels ...
Mar 23, 2023•1 hr 45 min•Ep. 112
Episode 111 | Recorded October 6, 2022 In today’s episode, Scott talks to Dan Luthi , of Ignite Spot Accounting Services. Dan shares his story, from his younger days to how he got into accounting. He talks about how his Mormon faith has influenced his desire to help people. Dan also shares his insights on how to avoid issues in business, building good client relationships, and thriving in the industry. He discusses the firm’s hard numbers, equity, and they also talk about cloud accounting. Dan a...
Mar 21, 2023•1 hr 6 min•Ep. 111
Recorded March 19, 2023 Accounting High presents the Accountant Bracket Challenge where 72 different platforms in the accounting profession compete for the title of ABC Champion tune in to see which platforms made it into the tournament whose gonna win it all??? enroll now and vote at abc.accountinghigh.com LIVE SHOW RAFFLE DRAWINGS #1 PRE ROUND 1 RESULTS Bookkeeping Side Hustle - KJJ - TICKET # 126543 I can give away my T-account mousepad. Workflow Wateringhole - Kellie Parks - TICKET #134567 a...
Mar 19, 2023•1 hr 37 min
Episode 110 | Recorded January 25, 2023 Automate your Simple Tasks! AppStream powered by The GrowthLab Simple Tasks! Music Video Scott and Logan Graf, CPA are back to have another laid-back chat talking about everything from accounting to making music videos. As they catch up, they reminisce about how Scott once saved Logan's life. This conversation is about delegation, treating everyone with respect, and the potential for AI and automation in the profession. Scott saved Logan’s life Updates at ...
Mar 16, 2023•2 hr 1 min•Ep. 110
Recorded LIVE March 12, 2023 follow along with the full brackets here After receiving thousands of nominations for the Accountant Bracket Challenge "ABC March Appness" aka ABC Tournament, we compiled all the results and split everyone up into 2 major categories, Accountant Applications and Accountant Education. From there, we continued to categorize the top nominated platforms into 4 Regions, 8 Brackets with 8 teams all competing for best in class in their respective brackets to advance to the S...
Mar 14, 2023•1 hr 22 min
Episode 109 | Recorded February 22, 2023 VarsityTips flows with LiveFlow https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH Simple Tasks! AppStream powered by The GrowthLab https://www.youtube.com/watch?v=Ohc1CMP8G8U&feature=youtu.be&themeRefresh=1 In this episode of the podcast, Scott and Niks take us on a journey of personal and professional growth, exploring the importance of people and interaction, the difference between evolution and c...
Mar 13, 2023•52 min•Ep. 109
