The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the worldâturning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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continue reading
Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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229 Carving out a Niche for Trust Taxes (feat. Ashley Francis, CPA)
Manage episode 444937427 series 3280285
Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 growth from working in large accounting firms to running her own practice. She talks about her unique experience with trust and estate taxes, homeschooling her son, and the challenges and rewards of balancing a practice with educational endeavors.
Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!
đŁ Shout Outs: Alicyn McLeod, Nicole Davis, Byron Patrick, Neil Stevenson, Ali Abdaal, Cal Newport, Deep Work, Misty Schachtell, Theatre of Public Speaking, Seattle Estate Planning Society, Matthew G Norton, Deloitte, Oura Ring, Twitter, AICPA Engage, Atlanta Tax, Jason Staats
Chapters:
00:00 Teaser
02:17 Introduction
05:01 The Role of Accountants in Society
13:47 Starting a Practice and Homeschooling
17:25 Building a Niche in Trust Taxes
21:05 The Power of Networking and Social Media
22:56 Balancing Practice and New Opportunities
28:10 Exploring White Labeling and Future Plans
đ Connect With Us On LinkedIn! đ
Ashley Francis, CPA
đ https://www.linkedin.com/in/ashley-francis-seattle/
The Francis Group, PLLC
đ https://francisgroupsea.com/
Scotty OKR Scarano
đ https://www.linkedin.com/in/scottscarano/
Accounting High
đ https://www.linkedin.com/company/accounting-high/
đ https://www.accountinghigh.com/
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Taxation Podcast, CPA Interview, Trust Taxes, Financial Planning, Accounting Career, Estate Planning, Homeschooling, Wealth Management, High Net Worth, Accounting High Podcast, Professional Guidance, Financial Advisory, CPA Firm, Course Creation, Business Strategy, Tax Professionals, Seattle Tax, Family Office, Social Media Networking, Tax Automation
293 episodes
Share
Manage episode 444937427 series 3280285
Content provided by Accounting High. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Accounting High or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 growth from working in large accounting firms to running her own practice. She talks about her unique experience with trust and estate taxes, homeschooling her son, and the challenges and rewards of balancing a practice with educational endeavors.
Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!
đŁ Shout Outs: Alicyn McLeod, Nicole Davis, Byron Patrick, Neil Stevenson, Ali Abdaal, Cal Newport, Deep Work, Misty Schachtell, Theatre of Public Speaking, Seattle Estate Planning Society, Matthew G Norton, Deloitte, Oura Ring, Twitter, AICPA Engage, Atlanta Tax, Jason Staats
Chapters:
00:00 Teaser
02:17 Introduction
05:01 The Role of Accountants in Society
13:47 Starting a Practice and Homeschooling
17:25 Building a Niche in Trust Taxes
21:05 The Power of Networking and Social Media
22:56 Balancing Practice and New Opportunities
28:10 Exploring White Labeling and Future Plans
đ Connect With Us On LinkedIn! đ
Ashley Francis, CPA
đ https://www.linkedin.com/in/ashley-francis-seattle/
The Francis Group, PLLC
đ https://francisgroupsea.com/
Scotty OKR Scarano
đ https://www.linkedin.com/in/scottscarano/
Accounting High
đ https://www.linkedin.com/company/accounting-high/
đ https://www.accountinghigh.com/
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Taxation Podcast, CPA Interview, Trust Taxes, Financial Planning, Accounting Career, Estate Planning, Homeschooling, Wealth Management, High Net Worth, Accounting High Podcast, Professional Guidance, Financial Advisory, CPA Firm, Course Creation, Business Strategy, Tax Professionals, Seattle Tax, Family Office, Social Media Networking, Tax Automation
293 episodes
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Similar to Accounting High
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the worldâturning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Letâs face it, Real estate education has lost the script. Everybody âclaimsâ to have the secret sauce. They get you to sign up, get you to bite on a âmagicâ formula, but thereâs no real tools to get there. Thereâs so much talk, no practical steps. Itâs not instructional, itâs hype. The ideas arenât focused on your success, itâs focused on theirs. Well, it doesnât have to be that way. If youâve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Kipp Bodnar (HubSpotâs CMO) and Kieran Flanagan (Zapierâs CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way youâll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Kara Goldin, founder of Hint, sits down with todayâs most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you â and challenge you to think differently about achieving your goals. For more on the podcast as well ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
How can business help solve societyâs biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business canâand shouldâplay in solving them. This series, weâre welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie OâLeary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, theyâll explore timely ...
…
continue reading
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