Episode 222 Sign up for Workflow Queen's Breakthrough for Bookkeepers & Accountants for $1,000 OFF Sale dates: August 23rd - August 30th https://www.breakthroughwithsystems.com/join-live FACULTY: Chris Hervochon, CPA aka 'The Herv' CLASS: #Shoperations In this episode of Shoperations at Accounting High, Chris Hervochon, CPA aka "The Herv" shares his journey from high school accounting to founding A Better Way CPA. Chris delves into his strategies for using automation and advisory services to...
Aug 25, 2024•45 min•Ep. 222
Episode 221 FACULTY: Zane Stevens, CA CLASS: #Shoperations In this episode of Accounting High, Scotty is in shop class with Zane Stevens, founder of Protea Financials. Zane takes us through his journey from South Africa to California, where he set up a thriving accounting firm specializing in the wine industry. They chat about the importance of good communication, finding your career niche, and using professional networks to grow. Zane also points out the cool perks of having a team spread acros...
Aug 18, 2024•55 min•Ep. 221
Episode 220 💛 Sign up Workflow Queen's FREE The POWER to Breakthrough Bootcamp: https://learn.workflowqueen.com/power-bootcamp Bootcamp dates: August 19th - August 23rd 2024 FACULTY: Alyssa Lang aka The Workflow Queen CLASS: #TheGuide In this episode, hang out in the guidance counsel office with Alyssa Lang as she spills the beans on her journey from bartending on the side to reigning as the Workflow Queen. She tells how her side hustle became a successful million-dollar business. Learn how A...
Aug 11, 2024•46 min•Ep. 220
Episode 219 Sign up for Workflow Queen's FREE The POWER to Breakthrough Bootcamp : https://learn.workflowqueen.com/power-bootcamp *Bootcamp dates: August 19th - August 23rd, 2024 FACULTY: Questian Telka, EA CLASS: #TheGuide Join us as Questian Telka, an experienced accountant with a passion for nonprofit work, discusses her journey, challenges, and successes in the field. Learn about her unique approach to nonprofit accounting, particularly within disability advocacy, and her dedication to helpi...
Aug 04, 2024•44 min•Ep. 219
Episode 218 FACULTY: Lukas Sundahl, CMA CLASS: #Shoperations In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand. 📣 Shout Outs: Backbone CF...
Jul 28, 2024•48 min•Ep. 218
Episode 217 FACULTY: Chayton Farlee CLASS: #TheGuide Join us in this enlightening episode where young accounting professional Chayton Farlee shares his journey of discovering the vibrant side of accounting beyond the classroom. Tune in to hear his insightful conversation on breaking free from the traditional 'Big Four' mindset, the importance of real-world experience, and his passion for making accounting both fun and impactful. 📣 Shout Outs: Blake Oliver, David Leary, Cloud Accounting Podcast,...
Jul 21, 2024•54 min•Ep. 217
Episode 216 FACULTY: Alyssa J. Dillon CLASS: #SocialStudies In this episode, we explore the inspiring journey of Alyssa J. Dillon from an unwilling accounting student to a successful entrepreneur and profit strategist. Learn how Alyssa built her brand, established herself as a marketing expert, and how she now mentors accountants on leveraging social media and marketing strategies to grow their firms. This episode is packed with insights on overcoming imposter syndrome, harnessing the power of s...
Jul 14, 2024•45 min•Ep. 216
Episode 215 FACULTY: Samantha Musser, CPA CLASS: #TheGuide In this episode of Accounting High, we sit down in the guidance counselor’s office with Samantha Musser, CPA also known as 'The Happy Accountant'. Samantha shares her journey from studying fashion merchandising to becoming a CPA and starting her own accounting firm. She discusses the key to happiness in the accounting profession. Learn about Samantha's unique approach to creating a happy and efficient accounting practice, her strategies ...
Jul 07, 2024•41 min•Ep. 215
Episode 214 FACULTY: Yuri Kapilovich, CPA CLASS: #Shoperations In this episode of Accounting High, Scott interviews Yuri Kapilovich, the 'Fun CPA,' to discuss his non-traditional approach to running a CPA practice. They explore Yuri's career journey from numerous CPA firms to his own practice, emphasizing his pursuit of individual tax over corporate tax and his strategy for maintaining a balanced and enjoyable work life. Scott and Yuri discuss the challenges of scaling his firm while preserving ...
Jun 30, 2024•50 min•Ep. 214
Episode 213 FACULTY: Naomi Granger, CPA CLASS: #TheGuide In this episode of Accounting High, Scotty interviews Naomi Granger, CPA, founder of The National Association of Cannabis Accounting and Tax Professionals (NACAT) and the historic co-founder of Dope CFO. Naomi shares her journey from traditional corporate accounting to the niche field of cannabis accounting, highlighting the industry's growth, challenges, and complexities. They discuss regulatory issues, the importance of niche expertise, ...
Jun 23, 2024•42 min•Ep. 213
Episode 212 FACULTY: Reza Hooda, FCA CLASS: #Shoperations In this podcast episode, Scotty interviews Reza Hooda, FCA, founder of Capture Accounting and mentor at The Profitable Accountants Community. They dive deep into innovative accounting practices, focusing on results over timesheets. Reza shares his journey from implementing traditional timesheets to focusing on value pricing and the principles of a results-only work environment. They discuss the evolution of his practice, the importance of...
Jun 16, 2024•44 min•Ep. 212
Episode 211 FACULTY: Andrew Lassise CLASS: #TechTime In this podcast episode, Scotty interviews Andrew Lassise, the founder of Tech 4 Accountants, now integrated with Rightworks. Andrew shares his journey through the tech industry, focusing on IT solutions for accountants and the integration of AI in business operations. Andrew discusses his personal transformation from battling addiction to building a successful tech company that was recently acquired by Rightworks. He delves into the significa...
Jun 09, 2024•55 min•Ep. 211
Episode 210 FACULTY: Steven Hoffman, CEO CLASS: #Shoperations In this podcast episode, Scotty interviews Steven Hoffman, CEO of OnPoint Tax Accounting, They discuss leveraging an uncredentialed C-Suite and moving away from the traditional partner model. The conversation covers OnPointe's mergers and acquisitions, the role of private equity in the industry, and the structural organization of Ascend and OnPointe. Steven shares insights from his journey implementing the Entrepreneurial Operating Sy...
Jun 02, 2024•56 min•Ep. 210
Episode 209 FACULTY: Geraldine Carter CLASS: #TheGuide In this episode, Scott interviews Geraldine Carter, author of "Down to 40 Hours: A Roadmap for CPAs to Permanently End Overworking." Join us in the guidance counselor’s office for a book report exploring the philosophy of working less. We’re talking changing mindsets within the accounting industry, value pricing, and what happens when you combine value and systems. Reflect with us on how CPAs can achieve a balanced work life. Shout Outs: Edw...
May 26, 2024•47 min•Ep. 209
Episode 208 the Sons of CPAs are back baby!!! FACULTY: Jason Ackerman, CPA CLASS: #Shoperations In this episode, Scotty brings back his Sons of CPAs founding co-host, the Accounting High Lunch Lady, and CPA at BNA CPAs & Advisors, Jason Ackerman. They discuss the state of Jason’s firm and what the operations look like. They also discuss building a CAS practice, implementing EOS and getting rid of timesheets. It’s time for Shoperations at Accounting High! Shout Outs: Ed Mendlowitz, Ron Baker,...
May 19, 2024•54 min•Ep. 208
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, ...
May 12, 2024•53 min•Ep. 207
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 Chap...
May 05, 2024•46 min•Ep. 206
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 st...
Apr 28, 2024•39 min•Ep. 205
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 app...
Apr 21, 2024•52 min•Ep. 204
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 conversati...
Apr 14, 2024•40 min•Ep. 203
Episode 202 FACULTY: David Bergstein, CPA CLASS: #TheGuide In this episode, Scott interviews David Bergstein, a CPA, covering various aspects of David's journey in accounting and his insights into the profession from his decades of experience. They discuss topics such as the relevance of becoming a CPA for young people, marketing strategies for accounting firms, the future of the accounting profession including automation and remote firms, strategies for firm growth, and the bright future ahead....
Apr 07, 2024•45 min•Ep. 202
Episode 201 FACULTY: Karen Reyburn, CPA CLASS: #SocialStudies In this podcast episode, Scott interviews Karen Reyburn, CPA, and owner of We are PF. Karen talks about building her brand and business, highlighting the importance of authenticity, creativity, and adaptation in the evolving landscape of accounting and business consulting. From the origins of her brand colors to her approach to social media marketing, Karen provides valuable lessons and experiences that resonate with entrepreneurs and...
Mar 31, 2024•1 hr 1 min•Ep. 201
Episode 200 FACULTY: Amber Setter CLASS: #TheGuide TITLE: My Ayahuasca Journey: From High Performing Zombie to New Mental Clarity In this special episode, Accounting High Guidance Counselor Amber Setter, returns to interview our school janitor Scotty ‘OKR’ about his recent Ayahuasca retreat. Listen to find out what new insights and clarity of mind Scotty brought back to share. Shout Outs: Andre 3000, Travis Scott, Scott Zarret, Evan Eneman Chapters: 00:01:16 Introduction 00:02:44 Who is Amber? 0...
Mar 24, 2024•57 min•Ep. 200
EPISODE 199 FACULTY: Katherine Studley CLASS: #SocialStudies In this episode Scotty interviews Katherine Studley, the Co-founder of Prisma Tax Group and the Founder/CEO of The Only Consultant. The episode takes the audience through Katherine's unique journey, from public accounting to becoming the go-to accountant for spicy content creators in the adult industry. The discussion unfolds the challenges and successes of building a firm with extraordinary growth, navigating a buyout, and overcoming ...
Mar 17, 2024•1 hr 1 min•Ep. 199
EPISODE 198 FACULTY: Ed Mendlowitz & Ron Baker CLASS: #TheGuide In this episode, we have a debate on the highly contested topic of timesheets with the accounting profession's heavyweights Ed Mendlowitz and Ron Baker. Listen to find out if timesheets are still essential to running a practice, or if they are the cancer of the profession. Chapters: 00:04:51 Introductions 00:06:24 Setting the Stage 00:07:50 Opening Remarks: Ed Mendlowitz 00:09:34 Ron's Rebuttal 00:12:53 Counter Argument by Ed 00...
Mar 10, 2024•1 hr 8 min•Ep. 198
2024 Accountant Bracket Challenge nominate the top 5 things in your accounting life for a chance to win an Apple Vision Pro nomination period closes March 9th enroll today at abc.accountinghigh.com 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 recessio...
Mar 03, 2024•1 hr 4 min•Ep. 197
EPISODE 196 FACULTY: Paul Seaton, CPA a.k.a. Rev. Swaggy P CLASS: #SocialStudies In this engaging podcast episode, Scott dives into a conversation with Rev. Swaggy P, also known as Paul Seaton, CPA, and the Founder of Agency CFO. The episode unfolds the intriguing journey of Rev. Swaggy P, from his role as an almost Catholic Priest to becoming a Cloud CPA and CFO. Shout Outs: Marcel Petitpas, Parakeeto, Ron Baker, Jody Grunden, Summit CPA Group, Brian Soloentrop, @SoleyBusiness, Jason Staats, Ro...
Feb 25, 2024•1 hr 2 min•Ep. 196
The 2024 Accountant Bracket Challenge ABC Tournament Nomination period closes March 9, 2024 Enroll today at ABC.accountinghigh.com Episode 195 FACULTY: Meghan Blair CLASS: #TheGuide In this episode, Scott engages in a conversation with Meghan Blair, the former owner of Fogged In Bookkeeping. The episode covers Meghan's journey in the accounting world, her early adoption of remote work, the impact of COVID on her business, the decision to sell the firm, her experience with GrowthLab, and the uniq...
Feb 18, 2024•1 hr 13 min•Ep. 195
Episode 194 FACULTY: Teddy Sullivan, CPA CLASS: Shoperations In this engaging podcast episode, Scotty welcomes back Teddy Sullivan, CPA, for a discussion spanning various topics crucial for firm growth and success. From firm acquisition to transitioning to the cloud, Teddy shares insights into fixing systems, pricing strategies, and fostering a culture of gratitude for financial freedom. Shout Outs: Chad Davis, Ryan Lazanis, Dave Emmerman, Xero, Chris Farrell, Liscio, 00:03:02 Introduction 00:05...
Feb 11, 2024•58 min•Ep. 194
Episode 193 FACULTY: Alicia Katz Pollock CLASS: #TechTime TITLE: QuickBooks and Beyond: Adventures in Accounting In this podcast, Scott interviews Alicia Katz Pollock, a seasoned technology trainer at Royalwise Solutions Inc. They discuss Alicia's experiences in training, bookkeeping, being on the Intuit Roadshow, and mind opening experiences with traditional medicines. On the Road with Intuit's Roadshow Mac Trainer The Origin of Royalwise The Quickbooks Community Being On Stage at Quickbooks Co...
Feb 04, 2024•46 min•Ep. 193
