Episode 192 FACULTY: Nancy McClelland, CPA CLASS: #TheGuide TITLE: Teaching Bookkeepers and Tax Preparers to Communicate Better In this podcast episode, Scott interviews Nancy McClelland, CPA, Owner of Nancy McClelland LLC, also known as The Dancing Accountant. The conversation covers the origin story of The Dancing Accountant, all the way to tax season in Mexico. They discuss the rivalry between bookkeepers and tax preparers, biases in the accounting profession, and dispelling perceptions versu...
Jan 28, 2024•1 hr 3 min•Ep. 192
Episode 191 FACULTY: Bilal Mehanna, CPA CLASS: #SocialStudies TITLE: Position Your Firm with Confidence and Patience In this podcast episode, Scotty interviews Bilal Mehanna CPA, President of Mehanna Advisors, and Co-Host of the podcast "From Zero to Millions." The interview consists of insights into finding a niche, pricing, scalability considerations, challenges encountered during growth phases, strategies for talent acquisition overseas, and much more. Introducing Bilal Becoming an Accountant...
Jan 21, 2024•58 min•Ep. 191
Episode 190 FACULTY: Ed Mendlowitz CLASS: #Shoperations TITLE: From CEO to Chairman of the Board In this episode, we flip the script and Ed Mendlowitz interviews Scotty "OKR,". Explore Scotty's journey, from initial inspirations to firm growth, unveiling key strategies for client connections, niche development, and innovative billing approaches. Gain valuable insights into client engagement, consultancy services, and OKR’s. Reminiscing Scott's Firm What got Teddy into all of this? How is Scott O...
Jan 14, 2024•56 min•Ep. 190
Episode 189 FACULTY: Seth Fineberg CLASS: #TechTime TITLE: Earning Trust with Accountants in America Scotty engages in a podcast discussion with Seth Fineberg, the Founder of Accountants Forward, where they discuss his journey into journalism in the accounting space, the withdrawal of Accounting Web, AI, and how Tech Companies should sell to accountants. Introducing Seth How Seth got into Accounting Getting into Accounting Web Taking on Accounting Web The Realities of the Automated Practice Advi...
Jan 07, 2024•53 min•Ep. 189
Episode 188 FACULTY: JJ Littrell CLASS: #SocialStudies TITLE: Creating Accounting Client Avatars In this podcast episode, Scott interviews JJ Littrell, CFO at Tuatara. The conversation spans JJ's unconventional entry into accounting through the FBI, experiences with Elliot Davis and Starmount, insights into balancing parenting and business growth, the genesis of Tuatara, managing multiple agencies under one practice, establishing an institute, similarities between accountants and dentists, consi...
Dec 31, 2023•55 min•Ep. 188
Episode 187 FACULTY: Ashley Francis, Byron Patrick, Korey Cournoyer, Keila Hill-Trawick CLASS: #TechTime TITLE: AI Horror Stories: Shining a Light on the Dark Side of AI In this podcast episode, Scotty hosts a panel featuring Ashley Francis, Byron Patrick, Korey Cournoyer, and Keila Hill-Trawick. They discuss the role of artificial intelligence (AI) in the accounting industry. The conversation touches on various facets of AI implementation, its impact on different firms, practical applications, ...
Dec 17, 2023•53 min•Ep. 187
Episode 186 FACULTY: Greg & Jessica Daley CLASS: The Guide TITLE: A Parable about Winning and Learning Join us for a conversation with Greg and Jess Daley, the founders of Parable. The discussion delves into their unique journey as a couple in business, the origins of their firm, swing dancing, the integration of work and personal life, and the guiding principles shaping their company's future. Introduction Couple Business Pairs How Swing Dancing Brought Them Together Roles in the Firm Parab...
Dec 10, 2023•1 hr 1 min•Ep. 186
Episode 185 FACULTY: Roman Villard CLASS: #Shoperations TITLE: Go Full Send and Build Epic Sh!t In this podcast episode, Scott interviews Roman Villard, the founder of Full Send Finance. Roman shares his entrepreneurial journey, discussing the backstory behind his firm, its community-building aspect, and the values that drive its growth. The conversation delves into Roman's departure from his previous job, the origins of the Full Send brand, and his vision for the future of the company. Introduc...
Dec 03, 2023•1 hr 2 min•Ep. 185
Episode 184 FACULTY: Enrico Palmerino, Elizabeth Manso, Michael Hso, and Marianne Fischer CLASS: #TheGuide TITLE: How to Say No In this podcast episode, Scott interviews a diverse group of accounting professionals: Enrico Palmerino, Elizabeth Manso, Michael Hso, and Marianne Fischer. The discussion revolves around their individual visions, experiences, and insights as business leaders. They share their journeys, the importance of helping others, and most importantly, how to say no. Introducing, ...
Nov 26, 2023•46 min•Ep. 184
Episode 183 FACULTY: Paul Hamann CLASS: #TechTime TITLE: What is Reasonable Compensation? In this podcast episode, Scott interviews Paul Hamann of RCR Reports. The episode dives into the complex topic of reasonable compensation and the challenges surrounding it, presents his innovative solution, and highlights the multiple use cases for RC Reports. What is Reasonable Compensation? Is 2/3 Reasonable? The Compensation Issue Paul's Solution Reasons to use RC Reports More Use Cases for RC Reports Wh...
Nov 19, 2023•30 min•Ep. 183
Episode 182 GUEST FACULTY: Davis Bell CLASS: #TechTime TITLE: A.I. is a Calculator for Words In this podcast episode, Scott interviews Davis Bell, the CEO of Canopy. The episode explores the fascinating world of Artificial Intelligence (AI) and its applications, ranging from accounting to creative endeavors. It discusses the potential benefits and challenges associated with the integration of AI into our lives. Introduction Intro to A.I. The Calculator for the Other Side of Your Brain Where's Ou...
Nov 12, 2023•28 min•Ep. 182
Episode 181 FACULTY: Evan Eneman and Amber Setter CLASS: #AccountingHighGuide TITLE: AH D.A.R.E. Psychadelic After School Special In this special D.A.R.E.-themed podcast episode, Scott interviews Evan Eneman, Founder of Sands Lane Capital, and Amber Setter, CEO of Conscious Public Accountants. The episode begins with a candid discussion between Scott and Amber Setter on the topic of the growing interest in the therapeutic potential of psychedelics and healing in the accounting industry. Then Sco...
Nov 05, 2023•1 hr 8 min•Ep. 181
Episode 180 FACULTY: Eileen Adao CLASS: #VarsityTips TITLE: Hiring Leaders that Inspire: The ility's of Leadership In this podcast episode, Scott interviews “Coach” Eileen Adao, Vice President of Strategy & Partnerships at Glean AI. The conversation revolves around leadership and the crucial attributes that define effective leaders. The episode delves into practical questions to ask during interviews and how to prepare to be interviewed. Eileen’s story Eileen's list of important qualities fo...
Oct 29, 2023•48 min•Ep. 180
Episode 179 FACULTY: Jody Padar CLASS: #TheGuide TITLE: The Art of Radical Conversations In this podcast episode, Scott interviews Jody Padar, also known as "The Radical CPA," who currently serves as the VP of Tax Strategy & Evangelism. The episode delves into Jody's journey from high school accounting competitions and Tax Twitter to taking over her father’s firm. Introducing Jody Padar Jody in High School Early Tax Twitter Peer Group Forward Thinking Taking Over Her Father's Firm Changing P...
Oct 22, 2023•55 min•Ep. 179
Episode 178 FACULTY: Jackie Meyer, CPA CLASS: #TheGuide TITLE: Recognizing Patterns of Fear in Accounting In this podcast episode, Scott interviews Jackie Meyer, CPA, the Founder of TaxPlanIQ.com, TaxPlanningMasterclass.com, and Certified Concierge Accountant mastermind classes. Jackie shares her path to becoming an accountant and her involvement with the Intuit Tax Council. The episode delves into the dynamics of visionaries and integrators, along with the distinctions between being a coach and...
Oct 15, 2023•57 min•Ep. 178
Episode 177 FACULTY: Amber Setter CLASS: #AccountingHighGuide TITLE: Self-Transformational Accounting Leadership In this enlightening episode, Scott sits down with Amber Setter, a transformative figure in the accounting industry, to discuss the intricacies of transformational leadership. Amber, known for her role as the Chief Enlightenment Officer at Conscious Public Accountants, shares her journey from her challenging high school years to her work in coaching high-level leaders in accounting fi...
Oct 08, 2023•58 min•Ep. 177
Episode 176 FACULTY: Richard Roppa-Roberts and Dave Kersting CLASS: #AccountingHighGuide TITLE: Respecting Diversity and Inclusion in Accounting, and Learning about Equity In this podcast episode, Scott interviews Richard Roppa-Roberts and Dave Kersting from Quasar Cowboy & Roundtable Labs. They discuss various topics, including the dynamics of partnerships and co-firming, the importance of diversity and inclusion, and creating safe spaces for authentic interactions. Introducing Richard and ...
Oct 01, 2023•1 hr 6 min•Ep. 176
Episode 175 FACULTY: Randy Johnston CLASS: #TechTime TITLE: Slow Down and Let Your Mind Rewind In this podcast episode, Scott interviews Randy Johnston, a well-known programmer and Co-Founder of K2 Enterprises. Randy shares insights into the evolution of technology, from twenty pound portable computers to A.I. search engines as well as their impact on the accounting and creative spheres. Randy Johnston, Co-Founder of K2 Enterprises, is introduced His early involvement with accountants and techno...
Sep 24, 2023•1 hr 4 min•Ep. 175
Episode 174 FACULTY: Trevor McCandless, CPA CLASS: #Shoperations TITLE: The Accountrepreneur's Dilemma In this podcast episode, Scott interviews Trevor McCandless, also known as "Coach Sweet Tea," the owner of Fusion CPA. The episode begins with an introduction to Coach McCandless and his background as a serial entrepreneur founding multiple businesses. He shares the story behind the inception of Fusion CPA and discusses the challenges and growth pains the firm experienced. Introducing Coach McC...
Sep 17, 2023•58 min•Ep. 174
Episode 173 FACULTY: Jody Grunden CLASS: #GuidePosts TITLE: Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA) In this podcast episode, Scott interviews Jody Grunden, CPA, co-founder of Summit CPA Group and author of two books, to discuss various topics related to running an accounting practice and building virtual CFO services, dressing "professionally", and niching down. Introduction and an update on recent developments since the last interview. The origin story of Jody’...
Sep 10, 2023•1 hr 5 min•Ep. 173
Episode 172 Accounting High is supported by our Booster Club Thank you G-ACCON - Check em out, 14 day free trial, go to accon.services FACULTY: Hector Garcia, CPA CLASS: #SocialStudies TITLE: The Trusted Cheese of Accounting In this podcast episode, Scott interviews Hector Garcia, a CPA and QuickBooks Trainer for Quick Bookkeeping & Accounting LLC. They talk about "Best Buy Cheese" and Hector’s journey from working in retail to transitioning into banking and eventually becoming a CPA and You...
Aug 23, 2023•53 min•Ep. 172
Episode 171 FACULTY: Amy Walker 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 In this podcast episode, Scott interviews Amy Walker, Co-Founder, and Director of CAS at Walker and Glantz PLLC. She shares insights into her journey f...
Aug 16, 2023•1 hr 11 min•Ep. 171
Episode 170 Accounting High is supported by our Booster Club Thank you G-ACCON - Check em out, 14 day free trial, go to accon.services FACULTY: Michael King TITLE: Accelerating Impact by Thinking Differently In this podcast episode, Scott interviews Michael King, the founder of the CFO Accelerator. They discuss why and how firms should add fractional CFO services. Michael addresses common fears about adding CFO services and how to offer perspectives, challenges, and unconventional thinking to cl...
Aug 09, 2023•1 hr 6 min•Ep. 170
Episode 169 FACULTY: Dave Olsen CLASS: #VarsityTips TITLE: People Experience Pt 5 (PX5) Continuity: Creating a Company Operating System In the final episode of our People Experience Series on VarsityTips, Scott interviews “Coach” Dave Olsen from Nimbl, focusing on optimizing continuity and company operations to enhance the overall people experience. The episode covers various aspects of building a strong team, including sourcing talent, defining the tech stack, and streamlining meetings for maxi...
Aug 04, 2023•36 min•Ep. 169
Episode 168 Accounting High is supported by our Booster Club Thank you G-ACCON - sign up for your 14 day free trial, go to accon.services FACULTY: Chris Macksey TITLE: Be Our Guest, Find Your Niche In this podcast episode, Scott interviews Chris Macksey, CEO of Prix Fixe Accounting, and explores various aspects of running an accounting firm, finding a niche, and how his firm adapted to the challenges of the COVID-19 pandemic. Introduction to Chris Macksey and Prix Fixe Accounting Finding a niche...
Aug 02, 2023•1 hr 1 min•Ep. 168
Episode 167 FACULTY: Liz Wilke, PhD CLASS: #Economics TITLE: Accountants in the Seams of Technology In this podcast episode, Scott interviews Dr. Liz Wilke, the Principal Economist at Gusto. They discuss a wide range of topics related to the economy, labor market, hiring practices, and the impact of artificial intelligence on the workforce. Liz provides valuable insights into consumer spending metrics and also offers advice for accountants. The episode concludes with a discussion about the advan...
Jul 26, 2023•55 min•Ep. 167
Episode 166 FACULTY: Dave Olsen CLASS: #VarsityTips TITLE: People Experience Pt 4 (PX4) Competency: Creating Performance In this podcast episode, Scott interviews “Coach” Dave Olsen from Nimbl for the fourth episode of the People Experience VarsityTips series. The episode covers strategies for reviewing employee performance, effective employee training methods, and approaches to fair and competitive employee compensation, including variable pay and benefits. Introduction Implementing performance...
Jul 21, 2023•39 min•Ep. 166
Episode 165 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: Sabrina Cook CLASS: #SocialStudies TITLE: Arrested Development Accountant (feat. Sabrina Cook, CPA) In this podcast episode, Scott interviews Sabrina Cook aka “Ir...
Jul 19, 2023•1 hr 13 min•Ep. 165
Episode 164 Accounting High is supported by our Booster Club Thank you G-ACCON - Check em out, 14 day free trial, go to accon.services FACULTY: Reza Hooda CLASS: #GuidePosts TITLE: Build a Practice that gives you more Money, Time, and Freedom In this episode, Scott interviews Reza Hooda, founder of Capture Accounting and the Profitable Accounting Community. They discuss Reza's book, "The Four Pillars," the journey of writing and publishing it, the parallels between Scott's and Reza's entrepreneu...
Jul 17, 2023•1 hr 8 min•Ep. 164
Episode 163 FACULTY: Dave Olsen CLASS: #VarsityTips TITLE: People Experience Pt 3 (PX3) Coaching: Creating Leaders As an owner, you get to choose your role in the business and build an organizational structure around that. In this podcast episode, Scott interviews “Coach” Dave Olsen from Nimbl for the third episode of the People Experience #VarsityTips series. They delve into the concept of coaching as a part of RAP (Running an Accounting Practice) versus MAP (Managing an Accounting Practice). I...
Jul 13, 2023•37 min•Ep. 163
