275 episodes
Accounting High: Sophomore Year Accounting High
-
- Business
-
-
4.8 • 46 Ratings
-
Accounting High is the premier practice management podcast for tax and accounting firms. Join us for some fun and oftentimes colorful conversations about the accounting and tax industry. We are the next generation of accounting professionals questioning the state of the accounting profession.
-
211 You Will Be Replaced by Ai Machine with No Soul (feat. Andrew Lassise)
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 significance of cybersecurity for accounting firms, the evolution of AI, especially ChatGPT, and its applications in enhancing business efficiency. Andrew emphasizes the importance of embracing AI to stay ahead in the tech landscape.
Shout Outs:
Rightworks, ProSeries, Drake, TechGuru, UltraTax, Zapier, ChatGPT, Excel, TurboTax, QuickBooks Online, LiveFlow, Practice Protect, Randy Johnston, Mike Rosedale, Randy Crabtree, Scaling New Heights, Bridging the Gap, Blake Oliver
Chapters:
0:00 Teaser
01:41 Introduction
02:44 Getting into Tech
07:30 Focusing on Accountants
13:20 WISP
16:59 Being Acquired by Rightworks
18:50 The Podcast for Marketing
23:46 Using AI for Answering the same Questions
28:55 Ways to Use AI
35:47 Replacing Yourself with AI On Purpose
47:24 AI and Parodies
53:18 Conclusion
Connect With Us On Linkedin!
Andrew Lassise
https://www.linkedin.com/in/andrew-lassise/
Rightworks
https://www.linkedin.com/company/rightworks/
https://www.rightworks.com/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
AI Tech, Accountancy AI, Andrew Lassise, AI Jobs, Tech Accountants, Cybersecurity, AI Integration, AI Marketing, Automation, WISP, ChatGPT, Human Workforce, AI Cybersecurity, Tech Startups, Customer Support, Enhanced Productivity, SMEs AI, Knowledge Management, AI Tools, Tech Companies
---
Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message -
210 $10M Firm Ascending New Heights, Implementing EOS, Offering CAS, and backed by Private Equity! (feat. Steven Hoffman, CEO)
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 System (EOS) and the challenges of being a CEO of multiple tax firms.
Shout Outs: Dan Gertrudes at the Growth Lab
Chapters:
00:00 Teaser
01:38 Introduction
07:19 Getting Uncredentialed C-Suite for Growth and Ditching the Partner Model
10:56 OnPointe Tax and Accounting - Merging and Acquisition
16:25 Private Equity Firms in the Industry
19:45 The Structure of Ascend and OnPointe
22:05 The EOS Journey
24:38 Being a CEO of Multiple Tax Firms
28:37 Billing by the Hour
31:29 Adding CAS
37:09 Who are the Clients
42:17 Advice to Small Firms
Connect With Us On Linkedin!
Steven Hoffman
https://www.linkedin.com/in/thinkstevethink/
Onpointe Advisors
https://www.linkedin.com/company/onpointe-tax-accounting/
https://onpointefirm.com/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Private Equity, Accounting, Client Accounting Advisory Services, Firm Growth, Leadership, Operational Strategy, Professional Networking, Client-Focused Approaches
---
Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message -
209 Grow Your Free Time and get Down to 40 Hours: A Roadmap to End Overworking (feat. Geraldine Carter)
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: Edward Mendlowitz, Ron Baker, Jason Ackerman
Purchase Geraldine’s Book on Amazon!
https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2
⬇️Videos Referenced⬇️
More of Geraldine Carter on Accounting High, Episode 131: https://open.spotify.com/episode/1m2BgirP4jQQRkOsry6gD8?si=b6a97b81f6264388
The Time Sheet Debate: https://youtu.be/BP1Yq8oa_es
Chapters:
00:00 Teaser
01:32 Introduction
03:09 Writing the Book
10:09 The Philosophy of Working Less
16:56 Changing Mindset
23:55 Looking Outside the industry
25:02 Understanding Value Pricing
27:53 The Third Option Besides Value or Systems
31:22 What is Growth? It's About the Money till it's not
37:34 Meditation and Quiet Time
43:02 Find Your Tribe
45:38 Conclusion
Connect With Us On Linkedin!
Geraldine Carter
https://www.linkedin.com/in/geraldine-carter/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags: TheGuide, AccountingHigh, Accounting, Podcast, Guidance, Vision, FirmOwners, Advice, EndOverworking, WorkLifeBalance, DownTo40Hours, CPALife, ValuePricing, TimeManagement, ProductivityHacks, SelfPublishingSuccess, BelieveToAchieve, MindsetShifts, EfficiencyInAccounting, WorkSmarterNotHarder, FinancialFreedom, EntrepreneurialJourney, GrowthMindset
---
Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message -
208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)
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, Nikole MacKenzie, Zachary Call, Tate Henshaw, Kenji and Matt at Acuity
Chapters:
0:00 Teaser
04:15 Ackerman's Firm Overview
07:51 Training and the Pipeline Issue
15:54 Concierge Services
17:52 CAAS Practice
24:17 Time Spent at Firm
26:04 Management Structure at the Firm
28:27 EOS and Systems
34:33 Clients
36:52 Removing Himself from the Firm
41:44 Building an App
47:35 How The Firm Services Clients
49:11 Advice from and Aging CPA
Connect With Us On Linkedin!
Jason Ackerman
https://www.linkedin.com/in/jasonlackerman/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
ClientService, Technology, Services, CPA, AccountingFirm, Strategies, BookkeepingAutomation, ProfessionalServiceFirms, CustomerFocus, Operations, Shoperations, AccountingHigh, EOS, CAS, CASPractice, Timesheets, BillableHour, Profitability
---
Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message -
207 Starting a Podcast and Attracting Clients that Pay $6,000/mo! (feat. Shannon Weinstein, CPA)
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, and tips for social media and potential podcasters.
Shout Outs:
Paul Seaton, Jess Glazer, Michael King, Mel Abraham, Keep What You Earn, Conserva Lo Que Ganas
Chapters:
00:00 Teaser
07:14 Starting Her Practice
10:42 Instagram as a Brand Builder
12:51 Early Growth
15:33 From Order Taker to Menu Creator
19:28 Marketing to Your Ideal Client
20:59 Developing Your Values from The Worst Clients
24:29 How to Attract the Ideal Clients
26:46 Core Truths
31:16 The Firm Stats
32:44 The Podcast
39:22 Leveraging the Podcast
44:31 Client Intake Process
45:39 Saying No to Leads
47:26 Tips for Social Media and Potential Podcasters
50:04 Conclusion
Connect With Us On Linkedin!
Shannon Weinstein
https://www.linkedin.com/in/shannonkeane/
Keep What You Earn Co.
https://www.fitnancialsolutions.com/
Keep What You Earn Podcast
https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
accountant origin, Costa Rica, intentional business, core values, core truths, values alignment, attract clients, repel marketing, accounting firm, revenue goals, ideal client, client intake, referral fees, podcast host, podcast guesting, business podcast, fractional CFO, long-form content, content, Spanish, accounting, origin, Costa Rica, business, values, alignment, clients, marketing, firm, revenue, ideal, intake, referral, podcast, guesting, content, CFO, long-form
---
Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message -
206 How to Find Success in the Big Apple as a Singing CPA (feat. Steven Zelin, CPA)
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
Chapters:
0:00 Teaser
01:39 Introduction
02:31 Becoming a CPA
04:20 Becoming a Singer
04:42 Early Years
07:39 Steven Starts His Own Firm
14:23 Clients and Niche
16:12 Acquisitions
20:00 Peer Review
20:51 The Steve Zelin Singing CPA Brand
27:00 Firm Stats
33:39 In Office vs Remote
38:35 Another Acquisition
Connect With Us On Linkedin!
Steven Zelin
https://www.linkedin.com/in/thesingingcpa/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
singing, CPA, New York, accounting, entrepreneur, musician, career, small firm growth, branding, peer review, firm acquisitions, niche, nonprofit, remote, accounting firm, culture, passion, community, humor, challenges, marketing, differentiation, collaboration, shoperations
---
Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message
Customer Reviews
My fav accounting podcast!
I’ve been in the profession for almost 20 years and have over the years felt like it was the same old, same old and never quite fit in. I found this podcast while searching for CPE and I’ve been hooked. Scotty does a great job of providing credible, authentic, and non- traditional educational content that is practical, from his experience of breaking barriers as a successful firm leader. More importantly, you will feel seen as a human in your experiences in an industry that is hard to fit into. He brings on credible guests, people who are also working to change the profession. He is working to develop the next generation of leaders into successful, authentic, and impactful humans. It’s truly helped to reignite my work in this profession. Give it a listen!
Unique and Entertaining
Not your average accounting pod … if you’re looking for the same old, same old, this isn’t it. Relevant information presented in a clever way.
Real talk with real people
Having been a guest and long time listener I really appreciate how AH has no agenda they are promoting. Scott invites guests for real talk about accounting industry topics that are often simply human topics. His line up is inclusive and offers a variety of perspectives. No ranting. No end of the world for the sake of ratings. If you are in the accounting space these episodes are worth the listen.