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Accounting High

Accounting Highwww.accountinghigh.com
Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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Episodes

162 How to Run an Accounting Practice (How to RAAP) Pt 1: Introducing the AH Textbook (feat. Terrell Turner, CPA)

Episode 162 Accounting High is supported by our Booster Club Thank you LiveFlow ! LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH FACULTY: Terrell Turner CLASS: #How2RAP TITLE: How to Run an Accounting Practice (RAP) Pt 1: Introducing the Book In this podcast episode, Scott interviews Terrell Turner,...

Jul 11, 202356 minEp. 162

161 (PX2) Culture: Creating Core Virtues | #Varsity

Episode 161 FACULTY: Dave Olsen CLASS: #VarsityTips TITLE: People Experience Pt 2 (PX2) Culture: Creating Core Virtues In this podcast episode, Scott interviews Dave Olsen from Nimble for the second episode of the People Experience Varsity Tips series. This episode provides valuable insights into the importance of company culture, how it can be intentionally shaped, and the role of values, communication, and leadership in creating a positive and impactful work environment. The understanding that...

Jul 07, 202341 minEp. 161

160 Real Brand Authenticity (feat. Lorilyn Wilson, CPA) | #SocialStudies

Episode 160 Accounting High is supported by our Booster Club Thank you LiveFlow ! LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH FACULTY: Lorilyn Wilson CLASS: #SocialStudies TITLE: Real Brand Authenticity In this podcast episode, at the CPA Engage Earmark Mobile recording Studio, Scott interviews L...

Jul 05, 202356 minEp. 160

159 The Cluetrain Manifesto Conversation (feat. David Leary)

Episode 159 Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial, go to accon.services FACULTY: David Leary CLASS: #GuidePosts TITLE: The Cluetrain Manifesto Accounting Podcast Conversation In this podcast episode, at the CPA Engage Earmark Mobile recording Studio, Scott interviews David Leary of the Cloud Accounting Podcast and delves into the Clue Train Manifesto, the power of decentralized education and communication, and the desire for human conn...

Jul 03, 202343 minEp. 159

158 (PX1) Course Curriculum: Creating a High Performance Virtuous Loop | #Varsity

Episode 158 FACULTY: Dave Olsen CLASS:#VarsityTips TITLE: People Experience Pt 1 (PX1) Course Curriculum: Creating a High Performance Virtuous Loop In this podcast episode, Scott interviews Dave Olsen from Nimble for the first episode of the People Experience Varsity Tips series. This episode offers valuable insights into Dave's business journey, the offshore model, the significance of team and culture, and the key elements that contribute to a successful people experience within an organization...

Jun 30, 202354 minEp. 158

157 Teaching Accounting Soft Skills: From CAS to ASS (feat. John Nevel, CPA)

Episode 157 Accounting High is supported by our Booster Club Thank you ⁠G-ACCON⁠ Check em out, 14 day free trial go to accon.services CLASS: #PeerReview FACULTY: John Nevel, CPA & Jason Ackerman, CPA SPONSOR: G-ACCON TITLE: Teaching Accounting Soft Skills: From CAS to ASS About this episode: In this episode of Accounting High, Scott and Jason interview John Nevel, co-founder and CEO of Compass East. a Nashville-based accounting firm. John shares his journey to Nashville, how he founded his f...

Jun 28, 20231 hr 7 minEp. 157

156 Let Your Vision Guide Your Mission on Purpose (feat. Joe Woodard)

Episode 156 FACULTY: Joe Woodard CLASS: #GuidePosts TITLE: Let Your Vision Guide Your Mission on Purpose In this podcast episode, Scott interviews Joe Woodard of Scaling New Heights, CEO of Woodard. The episode covers valuable insights into the accounting industry's evolution, the significance of industry events, the importance of differentiation and branding, and Joe Woodard's experiences and perspectives throughout his career. Joe shares his personal story of how he entered the accounting fiel...

Jun 26, 202347 minEp. 156

155 High Impact through Comedy, Technology, & Advisory (feat. Geni Whitehouse, CPA)

Episode 155 Accounting High is supported by our Booster Club Thank you LiveFlow ! LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH FACULTY: Geni Whitehouse CLASS: #CoolKids TITLE: High Impact through Comedy, Technology, & Advisory (feat. Geni Whitehouse, CPA) In this podcast episode, Scott intervi...

Jun 23, 20231 hr 11 minEp. 155

154 Stop Disrespecting the Accounting Game (feat. James Heyward, CPA)

Episode 154 Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial, go to accon.services CLASS: #PeerReview FACULTY: James Heyward, CPA & Jason Ackerman, CPA TITLE: Stop Disrespecting the Accounting Game In this episode of Accounting High, hosts Scott and Jason interview James E Heyward CPA, CGMA . James shares his story of how he got into accounting, the advantages of not studying accounting in college, and his journey in starting his own firm. He...

Jun 21, 20231 hr 6 minEp. 154

153 Leading with LinkedIn and Loving It (feat. Ashley Leeds) | #SocialStudies

Episode 153 Accounting High is supported by our Booster Club Thank you LiveFlow ! LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH FACULTY: Ashley Leeds CLASS: #SocialStudies TITLE: Leading with LinkedIn and Loving It In this podcast episode, Scott interviews Ashley Leeds, a LinkedIn coach, who shares...

Jun 15, 20231 hr 10 minEp. 153

152 How to Run a Practice Differently than the Traditional CPA Firm (feat. Catherine Tindall, CPA)

Episode 152 Accounting High is supported by our Booster Club Thank you LiveFlow ! LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH FACULTY: Catherine Tindall CLASS: #PeerReview SPONSOR: LiveFlow TITLE: How to Run a Practice Differently than the Traditional CPA Firm In this episode of Accounting High, ...

Jun 14, 20231 hr 2 minEp. 152

151 Systematize your Firm to Gain Perspective on Purpose (feat. Ryan Lazanis, CPA)

Episode 151 Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial go to accon.services FACULTY: Ryan Lazanis, CPA CLASS: #GuidePosts TITLE: Systematize your Firm to Gain Perspective on Purpose In this podcast episode, Scott interviews Ryan Lazanis, founder of Future Firm. Scott and Ryan offer valuable insights and strategies for accountants and entrepreneurs looking to find balance, purpose, and success in their professional lives, emphasizing the imp...

Jun 12, 20231 hr 5 minEp. 151

150 How to Make Varsity Part 5: Coach's Game Theory | #Varsity

Episode 150 Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial go to accon.services FACULTY: Michelle Weinstein “The Pitch Queen” CLASS: #VarsityTips TITLE: How to Make Varsity Part 5: Coach's Game Theory In this final part of How to Make Varsity, Scott welcomes back substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen, for part 5 where they discuss the importance of management of skill inventory as game theory in sales. The...

Jun 08, 202355 minEp. 150

149 CAS = Solving Problems (feat. Luke Templin)

Episode 149 Accounting High is supported by our Booster Club Members Thank you ⁠AppStream⁠ ! Powered by the GrowthLab ⁠Music Video for Simple Tasks!⁠ FACULTY: Luke Templin, CPA CLASS: #PeerReview TITLE: CAS = Solving Problems In this episode of Accounting High, Scott interviews Luke Templin , the founder of A Squared Advisors. Luke shares his journey of how he got into accounting and became a CPA, his experience in the CAS world, and what inspired him to start his own business. He also talks abo...

Jun 07, 20231 hr 14 minEp. 149

148 Age Marks Milestones: A Book Report on “Strength to Strength” by Arthur C. Brooks (feat. Ron Baker)

Episode 148 Accounting High is supported by our Booster Club Thank you LiveFlow ! LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH FACULTY: Ron Baker CLASS: #GuidePosts TITLE: Age Marks Milestones: A Book Report on “Strength to Strength” by Arthur C. Brooks in the Principal’s Office with Principal Ron...

Jun 05, 20231 hr 17 minEp. 148

147 The CPA Crypto Craze (feat. Charles J Kelly, CPA aka CJ the Smart Guy)

Episode 147 Accounting High is supported by our Booster Club Thank you LiveFlow ! LiveFlow - Advanced financial reporting on autopilot. LiveFlow turns your spreadsheet into a scalable, real-time FP&A platform, check them out: https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH CLASS: #CoolKids FACULTY: Charles J Kelly, CPA The CPA Crypto Craze: Bitcoin is Better Than Gold? In this episode of Accounting High, host Scott interviews Charles J Kelly...

Jun 02, 20231 hr 20 minEp. 147

146 How to Make Varsity Part 4: Assessing Your Game | #Varsity

Episode 146 CLASS: #VarsityTips FACULTY: Michelle Weinstein “The Pitch Queen” TITLE: How to Make Varsity Part 4: Assessing Your Game In this episode, Scott welcomes back substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen, for part 4 of their discussion. They delve into the topic of collecting information for sales and how it can be used strategically to understand clients' needs and provide value. Here's a summary of the episode: Michelle introduces the concept of colle...

May 31, 202335 minEp. 146

145 Tap into the API with a Powerful Tool: Secure Automated Easy 2-Way Sync (feat. G-ACCON) | #TechLabs

Episode 145 CLASS: #TechLabs FACULTY: Korey Cournoyer Guest Faculty: G-ACCON TITLE: Secure Automated Easy 2-Way Sync Accounting High is supported by our Booster Club Thank you G-ACCON Check em out, 14 day free trial, go to accon.services In this podcast episode, Scott talks with Korey from the Growth Lab and Yelena from G-ACCON for a tech lab. Scott and Korey sit in on a class with AH’s adjunct professor to learn about using G-ACCON taking notes and raising their hands. Yelena introduces us to G...

May 30, 20231 hr 4 minEp. 145

144 Planning Your Exit (feat. Sharrin Fuller, CEO)

Episode 144 FACULTY: Sharrin Fuller CLASS: #CoolKids TITLE: Planning Your Exit In this episode, Scott interviews Sharrin Fuller, CEO of Glass Wallet Ventures and Managing Partner at Blueprint Financial Service and Fit CFO. They delve into various topics related to entrance and exit strategies, as well as Sharrin's experiences in the tech startup and venture-backed startup world. Here's a summary of the episode: Sharrin discusses her decision to exit the industry and her journey into tech startup...

May 26, 20231 hr 10 minEp. 144

143 Setting Up Communication to Win | #Varsity

Episode 143 CLASS: #VarsityTips FACULTY: Michelle Weinstein “The Pitch Queen” TITLE: How to Make Varsity Part 3: Setting Up Communication to Win In this episode, Scott and Michelle Weinstein continue their discussion on how to make and stay on the Accounting High Varsity team. They discuss the importance of building rapport with clients and creating strong relationships through a number of example cases. Scott and Michelle review the previous tips Michelle explains why you need to set up communi...

May 25, 202325 minEp. 143

142 Who Are You? Cracking Your Code with the CPA Doctor (feat. Dr. Sabine Charles)

Episode 142 CLASS: #GuidePosts FACULTY: Dr. Sabine Charles TITLE: Who Are You? Cracking Your Code with the CPA Doctor In this episode, Scott interviews Dr. Sabine Charles, CEO of Charles Financial Strategies LLC and TAPA Institute, a global audit executive, instructor, author with a background in consulting, a certified hypnotist. Sabine shares her journey from being a language major to becoming a doctor in emotional intelligence and running her own firm. Sabine discusses her work in hypnotherap...

May 22, 20231 hr 5 minEp. 142

141 Accounting Soup for the Soul (feat. Cecilia “Cece” Leung, CPA)

Episode 141 CLASS: #CoolKids FACULTY: Cecilia “Cece” Leung, CPA TITLE: Accounting Soup for the Soul In this episode, Scott interviews Cece Leung, author of Dear Accountant and host of the Dear Accountant Podcast. Cece shares her journey from Hong Kong to Canada and back again, how she got into accounting, and her experience with different cultures. They also discuss her book, Dear Accountant, and how she hopes to show people who accountants are and can be. Cece tells her story from Hong Kong to ...

May 19, 20231 hr 15 minEp. 141

140 The Picky Prospect Game | #Varsity

Episode 140 CLASS: #VarsityTips FACULTY: Michelle Weinstein “The Pitch Queen” TITLE: How to Make Varsity Part 2: The Picky Paradox is Provoking Passion when Playing the Potential Prospect Game In this episode, Scott welcomes back Niks’ substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen. They discuss various topics related to finding out which clients qualify to be on the varsity team. Throughout the episode, Michelle emphasizes the importance of working with clients who...

May 18, 202333 minEp. 140

139 Price it High or Say Goodbye: Transforming Tax Season (feat. Jimmy Capparelli, CPA)

Episode 139 CLASS: #PeerReview FACULTY: Jimmy Capparelli, CPA TITLE: Price it High or Say Goodbye: Transforming Tax Season In this episode of Accounting High, Scott and Jason are joined by Jim Capparelli, Co-founder of Hiline. They discuss how Hiline is changing the tax season and what the tax roadmap looks like. They also touch on pricing, verticals, and the automation of simple tasks. Additionally, they delve into the topics of burnout, therapy for business owners, and school mascots. Finally,...

May 17, 20231 hr 19 minEp. 139

ABC12 2023 ABC Tournament OKR Rap-Up Recap (feat. Jason Staats, CPA, Uncat's Brandon Bruce, Jared Smith, & Felonius Slinky Paws) | #TechLabs

**recorded live in front of a YouTube audience** CLASS: #TechLabs FACULTY: Byron Patrick, Jason Staats, Brandon Bruce, Jared Smith TITLE: 2023 ABC Tournament Rap-Up Recap In this episode, Scott and Byron host the final battle between Jason Staats and Brandon and Jared from Uncat for the Accountant Bracket Challenge, ABC Tournament, aka March Appness. The contestants discuss their journey to the finals. Scott and Byron recall the making of the tournament and announce the winners of the Hawaii tri...

May 16, 20231 hr 8 min

138 Thriving Through Collaboration: The Benefits of Group Play (feat. Jason Blumer, CPA) | #GuidePosts

Episode 138 CLASS: #GuidePosts FACULTY: Jason Blumer, CPA TITLE: Thriving Through Collaboration: The Benefits of Group Play In this podcast episode, Scott interviews Jason Blumer, an entrepreneur and accountant who founded his own firm and co-founded the Thriveal community. Throughout the episode, Jason shares his experiences and insights on entrepreneurship, community building, and overcoming failures. He talks about how he started his own accounting firm and his motivations for growing it, as ...

May 15, 20231 hr 30 minEp. 138

137 Sales and Self Beliefs | #Varsity

Episode 137 Faculty: Michelle Weinstein “The Pitch Queen” Class: #VarsityTips In this episode, Scott interviews Michelle Weinstein, aka The Pitch Queen, aka The Abundant Accountant, aka Niks’ substitute teacher, on the truth about sales and beliefs about sales. Michelle shares her story of how she became The Pitch Queen and how to get on the varsity team at your firm by describing the mindset shifts you will need to run the mile. Michelle shares her Three P's She tells how she got into the accou...

May 11, 20231 hr 4 minEp. 137

136 SIMPLE TASKS! (feat. Dan Luthi & Dan Gertrudes) | #TechLabs

Episode 136 Faculty: Dan Luthi & Dan Gertrudes Class: #TechLabs Accounting High is supported by our Booster Club Members Thank you AppStream ! Music Video for Simple Tasks! In this podcast episode, Scott interviews Dan Luthi, Partner at Ignite Spot Accounting Services and Dan Gertrudes, CEO & Co-Founder of GrowthLab. They discuss the benefits of workflow automation and how AppStream can help businesses save time and money. They also talk about the origin of the company's name and the sto...

May 09, 20231 hr 3 minEp. 136

135 Chief Proactive Advisor (feat. Sean Duncan, CPA)

Episode 135 In this episode of Accounting High, host Scott interviews Sean Duncan, CPA , founder of a successful advisory-only firm. They discuss Sean's journey from a quarter-life crisis to starting his own firm, turning down the FBI, and getting comfortable with value pricing. Sean also shares insights on his hiring process, sticking to core values, and letting go of clients. Interview: Sean discusses his quarter-life crisis and how he ended up in accounting. The interview focuses on Sean's fi...

May 05, 20231 hr 6 minEp. 135

134 Smile to Inspire and Reignite your Fire (feat. Alex Miles aka Ms. Smiles) | #SocialStudies

Episode 134 In this episode of Accounting High, host Scott interviews Ms Smiles aka Alex Miles, a social media marketer and former employee of T-Sheets. Alex talks about her journey from high school pranks to her passion for social media marketing, and how she used her skills to connect with others and brighten their days. She also shares insights into the power of community, the importance of being authentic on social media, and the value of in-person meetups. Alex's infectious energy and posit...

Apr 27, 20231 hr 47 minEp. 134
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