Best Adam Terrell Podcasts (2024)

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234 Tax Firm Adding Value with Financial Planning and CAS (feat. Matt Kidd, CPA) 52:06

1d ago52:06

52:06

Episode 234 FACULTY: Matt Kidd, CPA CLASS: #Shoperations In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practi…

1
233 Get In Where You Fit In to Shoot Your Shot at CPAcon (feat. Kendale King, CPA) 31:16

4d ago31:16

31:16

Episode 233 FACULTY: Kendale King, CPA CLASS: #AccountingHigh Join us as Scotty interviews Kendale King, CPA from Los Angeles, who shares his inspiring journey from childhood entrepreneurship with his brother to a successful career in Hollywood accounting. Kendale discusses his transition from auditing roles at Deloitte to working in entertainment …

1
232 Xero in on Education in the Accounting Profession (feat. Becca Smith, MAAT) 47:31

11d ago47:31

47:31

Episode 232 FACULTY: Becca Smith, MAAT In this episode, Scotty interviews Becca Smith, MAAT an Education Leader at Xero. Learn about the global nuances of accounting practices, Xero’s educational initiatives, and community events like Xerocon and Xero roadshows. Hear updates about Xero’s innovative payment solutions, their AI companion JAX, and the…

1
231 Partnerships in High Gear from Cutting Teeth to Cutting Edge Tech (feat. Kyle Geers, CPA) 37:39

18d ago37:39

37:39

Episode 231 FACULTY: Kyle Geers, CPA CLASS: #Shoperations In this episode, join Scotty and Kyle Geers as they talk about his unique path from college water skiing enthusiast to managing a fully remote firm with $2 million in revenue. Hear how the founders of Zeroed In leveraged their skills to create profitable accounting practices, navigated commu…

1
Walter Block - How Banks "Legally" Cheat You, Morality vs Legality 34:43

23d ago34:43

34:43

You can't have more titles to cars than the number of cars that exist. If you do, you don't have a car title, you have a lottery ticket, and you may or may not have access to a car if each person wants to make use of his own car title at the same time. Walter Block and I discuss the following lecture and take some rabbit trails on morality and lega…

1
230 AI Guide to Be Your Best Accounting Self (feat. Ashley Francis, CPA) 30:37

25d ago30:37

30:37

Episode 230 FACULTY: Ashley Francis, CPA CLASS: #TheGuide In this episode, Scotty and Ashley Francis, CPA explore personal development strategies, including habit formation, overcoming people-pleasing, managing self-doubt and anxiety, especially in high-pressure situations like public speaking and even how ChatGPT could be your goto therapist. 📣 Sh…

1
229 Carving out a Niche for Trust Taxes (feat. Ashley Francis, CPA) 32:22

1M ago32:22

32:22

Episode 229 FACULTY: Ashley Francis, CPA CLASS: #Shoperations In this episode, Scotty and Ashley Francis, CPA discuss her journey in becoming a CPA, building her niche practice focused on high-net-worth individuals, and exploring educational opportunities. Ashley shares her passion for accounting, spurred by early childhood experiences, and her gro…

1
228 $10M Model Cloud Accounting Firm, Beyond the Summit (feat. Adam Hale, CPA) 55:12

1M ago55:12

55:12

Episode 228 FACULTY: Adam Hale, CPA CLASS: #Shoperations TITLE: $10M Model Cloud Accounting Firm, Beyond the Summit In this episode of Accounting High, join the host and guest Adam Hale from Summit CPAs as they dive into the transformation from traditional accounting to advisory services. Adam discusses the journey of creating a successful model cl…

1
227 $3.5M Firm with a Budget for Being Uncomfortable (feat. Mike Meilinger, CPA) 47:49

2M ago47:49

47:49

Episode 227 FACULTY: Mike Meilinger, CPA CLASS: #Shoperations In this episode, join us as we dive into an inspiring conversation with Mike Meilinger, a seasoned CPA and business coach who has transformed not only his accounting firm but also his health. Mike shares his incredible physical transformation and adopting extreme fitness regimes like 75 …

1
226 Creating an Accountant Crowdsourced Compensation Database (feat. Dominic Piscopo, CPA) 46:49

2M ago46:49

46:49

Episode 226 FACULTY: Dominic Piscopo, CPA In this episode, Scotty chats with Domini Piscopo, the founder of Big4Transparency.com. Domini shares his journey from being a tax analyst at Deloitte to becoming an entrepreneur. He talks about the importance of transparency in the accounting profession, how his platform helps accountants understand salary…

1
225 Marketing in the Age of AI (feat. Terrell Turner, CPA) 44:03

2M ago44:03

44:03

Episode 225 FACULTY: Terrell Turner, CPA CLASS: #SocialStudies In this Social Studies episode of Accounting High, Scotty and Terrell Turner discuss the evolution of marketing in the age of AI and how firms can adapt to the changes brought by large language models like ChatGPT. Learn strategies to ensure your brand shows up in AI-driven searches. Te…

1
224 Guide to Ground your Growth with Gratitude (feat. Tim Petrey, CPA) 36:00

2M ago36:00

36:00

Episode 224 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #TheGuide In this episode of the podcast, Scot…

1
223 $7.5M Small Town Big Fish Swimming with PE Sharks (feat. Tim Petrey, CPA) 43:47

2M ago43:47

43:47

Episode 223 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #Shoperations In this episode of Accounting Hi…

1
222 Coaching vs Consulting: How to Run a Meeting with Advisory LITE (feat. Chris Hervochon, CPA) 44:46

3M ago44:46

44:46

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 hi…

1
221 $4M Niched Firm Built on a Foundation of Clear Communication (feat. Zane Stevens, CA) 54:37

3M ago54:37

54:37

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 goo…

1
220 Find Your next BIG Breakthrough with the Workflow Queen (feat. Alyssa Lang) 46:17

3M ago46:17

46:17

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 …

1
219 Finding Fulfillment in a Nonprofit Niche (feat. Questian Telka, EA) 43:35

3M ago43:35

43:35

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 …

1
Solomon's Rationale in Judging the Harlots 1:19:38

4M ago1:19:38

1:19:38

Solomon judges that a prostitute's baby be cut in half. He had laws about cattle in mind.By Adam Terrell

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218 Offering Fractional CFO Services, Implementing EOS, and CMA vs CPA (feat. Lukas Sundahl, CMA) 47:52

4M ago47:52

47:52

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 considerin…

1
217 Timeless Guidance from an Accounting Student (feat. Chayton Farlee) 53:37

4M ago53:37

53:37

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 re…

1
216 Market, Grow, Teach, and Lead with a $10M Mindset (feat. Alyssa J. Dillon) 44:32

4M ago44:32

44:32

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 soci…

1
215 Cracking the Code in Creating a Happy Accounting Firm (feat Samantha Musser, CPA) 41:15

4M ago41:15

41:15

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…

1
214 Grow and Scale Your Tax Practice OR Have More Freedom and Fun? (feat. Yuri Kapilovich, CPA) 50:16

5M ago50:16

50:16

Episode 214FACULTY: Yuri Kapilovich, CPACLASS: #ShoperationsIn 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 t…

1
213 Compliance Complexities of Cannabis Accounting (feat. Naomi Granger, CPA) 42:23

5M ago42:23

42:23

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 cann…

1
212 Exiting Firm Ops with High Profit Margins (feat. Reza Hooda, FCA) 44:09

5M ago44:09

44:09

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 timesh…

1
211 You Will Be Replaced by Ai Machine with No Soul (feat. Andrew Lassise) 55:05

5M ago55:05

55:05

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 person…

1
210 $10M Firm Ascending New Heights, Implementing EOS, Offering CAS, PE Backed (feat. Steven Hoffman, CEO) 56:24

6M ago56:24

56:24

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 i…

1
209 Grow Your Free Time and get Down to 40 Hours: A Roadmap to End Overworking (feat. Geraldine Carter) 46:41

6M ago46:41

46:41

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 indus…

1
208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA) 53:43

6M ago53:43

53:43

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 …

1
207 Starting a Podcast and Attracting Clients that Pay $6,000/mo! (feat. Shannon Weinstein, CPA) 52:45

6M ago52:45

52:45

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,…

1
206 How to Find Success in the Big Apple as a Singing CPA (feat. Steven Zelin, CPA) 45:41

6M ago45:41

45:41

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 bran…

1
Robert Murphy on Law Without the State 1:26:55

7M ago1:26:55

1:26:55

What does it mean to have law without the state, and what do insurance and public stoning have to do with it? mises.org/mises-daily/law-without-state bobmurphyshow.comBy Adam Terrell

1
205 An Accounting Architect Harmonizing the Hustle at Half a Million (feat. Kelly Rohrs, CPA the Tax Slayer) 39:01

7M ago39:01

39:01

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…

1
204 The Uprising of the Next Generation of Accountants (feat. Mike Manalac, CPA) 52:00

7M ago52:00

52:00

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 t…

1
203 Scaling a Million Dollar Practice (feat. Andrea MacDonald, CPA) 39:51

7M ago39:51

39:51

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…

1
202 Fiscal Doctor with a Millennial Mindset since 1962 (feat. David Bergstein, CPA) 45:08

7M ago45:08

45:08

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 acc…

1
201 Marketing to Attract More of What You Love (feat. Karen Reyburn, CPA) 1:01:06

8M ago1:01:06

1:01:06

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 origi…

1
200 From High Performing Zombie to New Mental Clarity (feat. Amber Setter) 56:47

8M ago56:47

56:47

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 …

1
199 Hot Girl Taxes and the Hot Girl Life (feat. Katherine Studley) 1:01:01

8M ago1:01:01

1:01:01

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 …

1
198 The Timesheet Debate: Ron Baker vs Ed Mendlowitz, CPA 1:07:51

8M ago1:07:51

1:07:51

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…

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197 Finding Kindness, Partners, and Limitless Opportunities in Accounting (feat. Alicyn McLeod, CPA) 1:04:10

9M ago1:04:10

1:04:10

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 Atl…

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196 Attracting Advisory Clients that Pay $5,000/mo! (feat. Paul Seaton, CPA) 1:01:54

9M ago1:01:54

1:01:54

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 Cl…

1
195 Making Order Out of Chaos (feat. Meghan Blair) 1:12:44

9M ago1:12:44

1:12:44

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 wor…

1
194 Finding Freedom through Processes, Technology, and Gratitude (feat. Teddy Sullivan, CPA) 57:53

9M ago57:53

57:53

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 cul…

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193 QuickBooks and Beyond: Adventures in Accounting (feat. Alicia Katz Pollock) 46:23

9M ago46:23

46:23

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 …

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192 Teaching Bookkeepers and Tax Preparers to Communicate Better (feat. Nancy McClelland, CPA) 1:03:15

10M ago1:03:15

1:03:15

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 s…

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191 Position Your Firm with Confidence and Patience (feat. Bilal Mehanna, CPA) 57:31

10M ago57:31

57:31

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 considerat…

1
190 Transitioning from CEO to Chairman of the Board (feat. Ed Mendlowitz, CPA) 55:44

10M ago55:44

55:44

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. Ga…

1
Luke Saint on "The Sound Doctrine of Theocracy" 1:06:59

10M ago1:06:59

1:06:59

Is just getting back to the US constitution the best any people can hope for, or is there something better? Luke Saint is the chairman of the Mid Atlantic Reformation Society and occasional guest on the Lancaster Patriot Podcast. Luke's book: https://www.amazon.com/dp/179239988XBy Adam Terrell

1
189 Earning Trust with the Accountants of America (feat. Seth Fineberg) 52:38

10M ago52:38

52:38

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 accoun…

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