Message by Ron Harmon, first aired 05/11/2024 Support the Show.By Ron Harmon

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,…

Message by Billy Stefek, First Aired 05/04/2024 Support the Show.By Ron Harmon

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…

Message by Billy Stefek, first aired 04/28/2024 Support the Show.By Ron Harmon

Message by Ron Harmon, firstaired 04/30/2024 Support the Show.By Ron Harmon

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…

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…

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…

Todd Hovermale joins The5 to talk about Building Effective Relationships. Critical to every nonprofit leader, Building Effective Relationships should be a focus for both internal and external constituents, both up and down your organization from your board to your volunteers. Todd Hovermale has had a long career in banking, an industry critical to …

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…

Zac Harmon, CFO of the World Affairs Council Dallas Fort Worth and award winning musician, joins The5 to talk about Juggling Two Professional Careers. Zac talks through his history balancing an incredible international music career with his accounting career that transitioned into nonprofit leadership. Leading a nonprofit is a lot of work, add in a…

Message by Billy Stefek First aired 03/30/2024 Support the Show.By Ron Harmon

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…

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 …

Jackie Dace, Executive Director of St. Louis Artworks, joins The5 to talk about Stable Income and Budgeting. Jackie leads listeners through her own significant experience with museums and nonprofits and working through balancing long term budgeting with funding that only provides for the short term. Jacqueline K. Dace is the Executive Director with…

Message by Ron Harmon, First aired 03/16/2024 Support the Show.By Ron Harmon

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 …

Message by Billy Stefek, First Aired 03/09/2024 Support the Show.By Ron Harmon

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…

Wendell Covington, Founding Executive Director of the VP Community Impact Foundation, joins The5 to talk about Removing the Scarcity Mindset. In Wendell's current role he partners with nonprofits across the St. Louis community enhancing their efforts through providing volunteers, coaching, board members, and funding. Through his significant experie…

Message by Ron Harmon, First Aired 02/24/2024 Support the Show.By Ron Harmon

Message by Billy Stefek, First Aired 03/02/2024 Support the Show.By Ron Harmon

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…

Adam Davis, Senior Vice President of Planning and Capacity Building at Arts Consulting Group, joins The5 to talk about Facilities & Operations Planning. Facilities & Operations Planning is critical to organizations as they look towards their future and build their foundation. Adam comes at these plans from his significant background in arts & theat…

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…

The5 with Eric Moraczewski welcomes Kyle Ogden, President & CEO of The Thanks-Giving Foundation. Kyle joins The5 to talk about Building a Profoundly Caring Community. Something most, if not all, nonprofits are focused on but maybe aren't always aware of. Kyle talks about being intentional with gratitude and caring, as well as the Foundation's five …

Message by Travis Williams, First Aired 02/17/2024 Support the Show.By Ron Harmon

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…

Tom Etling, Managing Partner of Etling Strategy Partners (ESP), joins The5 to talk about Brand Strategy Management. Tom talks about how a nonprofit can and should utilize their brand strategy to maximize their impact on the community. ESP’s model is the product of more than 25 years of client-side and agency CEO, COO and CMO leadership and learning…

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…

Ron Watermon, Founder, Owner, and CEO of STORYSMART, joins The5 to talk about Documentary Filmmaking for Nonprofits. In this talk Ron gets into how to own your channels and enhance your nonprofit through storytelling with a touch of stories from Bacon Wrapped Hot Dogs, Lou Brock, and Blues Music. Ron Watermon is the founder, owner and CEO of STORYS…

Message by Ron Harmon, First aired 02/03/2024 Support the Show.By Ron Harmon

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 …

Derek Ozkal is a Senior Program Officer at the Ewing Marion Kauffman Foundation. Derek joins The5 to discuss AI for Nonprofits. This engaging session takes us through a number of topics getting into understanding AI, preparing for the future, and even weaving in brief mentions of Taylor Swift and Skynet. Derek Ozkal is a senior program officer at t…

Message by Travis Williams, First aired 01/29/2024 Support the Show.By Ron Harmon

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…

Michael Shepherd, Managing Partner of The Shepherd Group, joins The5 to talk about Public Relations for Nonprofits. Public Relations often gets overlooked by nonprofits as they focus on their mission, but building awareness of the brand is critical for both mission and donations. Hear from Michael on critical points that a nonprofit should consider…

Message by Billy Stefec, first aired 01/20/2024 Support the Show.By Ron Harmon

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…

Dion Brown, Executive Director/Acting President of the National Museum of African American Music (NMAAM), joins The5 to talk about Transitional Leadership. Transitional Leadership is quite different than operating day-to-day, status quo and having the right insights and path to success is critical. Dion walks listeners through The5 key steps to suc…

Message by Ron Harmon, First Aired 01/13/2024 Support the Show.By Ron Harmon

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…

Michael Friebele, Associate Principal at Perkins Eastman, joins The5 to talk about Designing Your Nonprofit. Michael gets into basic design principles a nonprofit should apply to their process whether they are working through new architecture, a new website, or new logo, or any other piece that requires design. Ultimately, as Michael discusses desi…

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…

Kristen Sorth, Director of the St. Louis County Library, joins The5 to talk about Partnerships. Kristen uses her years of experience partnering with various organizations across the St. Louis region to discuss how partnerships have evolved and how new partners are developed. Kristen Sorth has been the Director of the St. Louis County Library for th…

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, …

Message by Ron Harmon, First Aired 12/30/2023 Support the Show.By Ron Harmon

Steve Manno joins The5 in his role as Principal & Managing Director of CCS Fundraising to discuss the Core Pillars of Philanthropy via Capital Campaigns. Steve's insights from years of experience and countless capital campaigns provides a benefit to listeners whether they are in the midst of a capital campaign or just need some insights to benefit …

Muriel Smith is the Executive Director of the St. Louis Area Diaper Bank. She joins The5 as our first guest and shares a topic of personal importance to her, Being Your Authentic Self as a Leader. This topic plays a roll for any individual in a leadership role and can be a difficult practice to master. Hear from Muriel on her 5 key aspects to becom…