Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
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You down with SOPs?!? On Shoperations, we learn all about systems and processes in accounting. It's firm owners talking ops. Let's Go!
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It's Guidance Class at Accounting High. Find Your North Star, with Scott Scarano (OKR).
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What apps and plugins do you need for your accounting business? What's the crypto, AI, or automation technology that's going to be the next disrupter? Let's find out. It's Tech Time at Accounting High.
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220 How to find Your next BIG Breakthrough and Achieve Your Full Potential (feat. Alyssa Lang the Workflow Queen)
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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 …
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219 Finding Fulfillment in a Nonprofit Accounting Niche and Scaling Impact with Purpose (feat. Questian Telka, EA)
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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 …
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218 Offering Fractional CFO Services, Implementing EOS, and CMA vs CPA (feat. Lukas Sundahl, CMA)
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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…
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217 Timeless Guidance from an Accounting Student (feat. Chayton Farlee)
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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…
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216 Market, Grow, Teach, and Lead with a $10M Mindset (feat. Alyssa J. Dillon)
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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…
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215 Cracking the Code in Creating a Happy Accounting Firm (feat Samantha Musser, CPA)
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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…
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214 Grow and Scale Your Tax Practice OR Have More Freedom and Fun? (feat. Yuri Kapilovich, CPA)
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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…
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213 Compliance Complexities of Cannabis Accounting (feat. Naomi Granger, CPA)
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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…
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212 Timeless Accounting Strategies: Exit Daily Ops with High Profit Margins (feat. Reza Hooda, FCA)
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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…
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211 You Will Be Replaced by Ai Machine with No Soul (feat. Andrew Lassise)
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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…
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210 $10M Firm Ascending New Heights, Implementing EOS, Offering CAS, and backed by Private Equity! (feat. Steven Hoffman, CEO)
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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…
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209 Grow Your Free Time and get Down to 40 Hours: A Roadmap to End Overworking (feat. Geraldine Carter)
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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…
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208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)
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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 …
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207 Starting a Podcast and Attracting Clients that Pay $6,000/mo! (feat. Shannon Weinstein, CPA)
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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,…
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206 How to Find Success in the Big Apple as a Singing CPA (feat. Steven Zelin, CPA)
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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…
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205 An Accounting Architect Harmonizing the Hustle at Half a Million (feat. Kelly Rohrs, CPA the Tax Slayer)
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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…
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204 The Uprising of the Next Generation of Accountants (feat. Mike Manalac, CPA)
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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…
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203 Scaling a Million Dollar Practice (feat. Andrea MacDonald, CPA)
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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…
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202 Fiscal Doctor with a Millennial Mindset since 1962 (feat. David Bergstein, CPA)
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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…
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201 Marketing to Attract More of What You Love (feat. Karen Reyburn, CPA)
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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…
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200 Scotty's Ayahuasca Journey: From High Performing Zombie to New Mental Clarity
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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 …
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199 Hot Girl Taxes and the Hot Girl Life (feat. Katherine Studley)
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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 …
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198 The Timesheet Debate: Ed Mendlowitz vs Ron Baker
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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)
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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)
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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…
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195 Making Order Out of Chaos (feat. Meghan Blair)
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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…
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194 Finding Freedom through Processes, Technology, and Gratitude (feat. Teddy Sullivan, CPA)
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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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For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Building a Technology Team Season 1 Episode 8 FACULTY: Nicholas Pasquarosa CLASS: #TechTime TITLE: Building a Technology Team In this podcast episode, Scott interviews Nicholas Pasquarosa, the Founder of Bookkeeper360. The conversation unfolds through variou…
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Infinite Game of Accounting Vol. 2 Season 1 Episode 8 FACULTY: Clayton Oates CLASS: #TheGuide TITLE: Infinite Game of Accounting Vol. 2 In this podcast episode, Scott and Clayton Oates engage in a discussion surrounding accounting principles, business partnerships, and insights drawn from Simon Sinek's book "Infinite Game." The conversation encompa…
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193 QuickBooks and Beyond: Adventures in Accounting (feat. Alicia Katz Pollock)
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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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Accounting Infamous Season 1 Episode 7 FACULTY: Mike Michalowcz, Jason Ackerman CLASS: #Shoperations TITLE: Accounting Infamous Scott and Jason interview Mike Michalowicz, author of "Profit First," in this podcast. They cover Mike's journey profit first, reflections on professions, theatre and comedy, the "Grow My Accounting Podcast, advice for ent…
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For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Ignition Remix Season 1 Episode 7 FACULTY: Guy Pearson CLASS: #TechTime TITLE: Ignition Remix In this podcast episode, Scott interviews Guy Pearson, CEO of Ignition, delving into various facets of the company's journey, branding strategies, partnerships, int…
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Infinite Game of Accounting Vol. 1 Season 1 Episode 7 FACULTY: Twyla Verhelst CLASS: #TheGuide TITLE: Infinite Game of Accounting Vol. 1 In this podcast episode, Scott and Twyla Verhelst of FreshBooks review the book "Infinite Game" by Simon Sinek. They learn to distinguish between finite and infinite games, contrasting short-term versus long-term …
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192 Teaching Bookkeepers and Tax Preparers to Communicate Better (feat. Nancy McClelland, CPA)
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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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Melissa McCarthy for Accounting Professionals
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Melissa McCarthy for Accounting Professionals Season 1 Episode 6 FACULTY: Dawn Brolin CLASS: #Shoperations TITLE: Melissa McCarthy for Accounting Professionals Scott interviews Dawn Brolin, CEO of Powerful Accounting, discussing her New England attitude, handling challenging clients, crucial business processes, inter-firm collaborations, lessons fr…
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For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Active vs Passive Technologies Season 1 Episode 6 FACULTY: Kellie Parks CLASS: #TechTime TITLE: Active vs Passive Technologies In this podcast episode, Scott interviews Kellie Parks CPB from Calmwaters Cloud Accounting, exploring a range of topics related to…
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Find Your Purpose Season 1 Episode 6 FACULTY: Nikole Mackenzie CLASS: #TheGuide TITLE: Find Your Purpose In this podcast episode, Scott and Nikole "Coach Mack" Mackenzie engage in a discussion centered around finding one's purpose in the accounting industry. They explore various aspects related to discovering purpose, including the exploration of q…
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191 Position Your Firm with Confidence and Patience (feat. Bilal Mehanna, CPA)
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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…
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The Accounting Messiah Season 1 Episode 5 FACULTY: Ryan Lazanis, Jason Ackerman CLASS: #Shoperations TITLE: The Accounting Messiah In this podcast episode, Scott and Ackerman interview Ryan Lazanis, the Founder of Future Firm, Xen Accounting, and a strategic advisor at BotKeeper. The discussion covers Ryan's journey into accounting, his introductio…
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For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Products (feat. Tallyfor) Season 1 Episode 5 FACULTY: Shane Mason, Megan Justice, Nikole Mackenzie CLASS: #TechTime TITLE: Products (feat. Tallyfor) In this podcast episode, Scott and Coach Mack interview Megan Justice, owner of Crayon Advisory, and Shane Ma…
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Your Ego is Your Enemy Season 1 Episode 5 FACULTY: Twyla Verhelst CLASS: #TheGuide TITLE: Your Ego is Your Enemy In this podcast episode, Scott and Twyla Verhelst of FreshBooks review the book "Ego is the Enemy" by Ryan Holiday. The discussion revolves around different phases outlined in the book—Aspire, Success, and Failure—and their relationship …
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190 Transitioning from CEO to Chairman of the Board at my Accounting Practice
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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…
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50 Shades of Gray Areas Season 1 Episode 4 FACULTY: John Briggs, Jason Ackerman CLASS: #Shoperations TITLE: 50 Shades of Gray Areas Scott and Jason engage in a conversation with John Briggs, the Founder of Incite Tax, where they discuss various gray areas of accounting and tax as well as how things work at Incite Tax. Introducing John Briggs Being …
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For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Cloud CEO to Desktop CPA Season 1 Episode 4 FACULTY: Teddy Sullivan, Jason Ackerman CLASS: #TechTime TITLE: Cloud CEO to Desktop CPA Scott and Jason interview Teddy Sullivan, the Owner of Human Accounting Partners, delving into various topics surrounding his…
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David Barrett or Goliath Season 1 Episode 4 FACULTY: David Barrett and Nikole Mackenzie CLASS: #TheGuide TITLE: David Barrett or Goliath Scott and Nikole engage in an insightful discussion with David Barrett, the Founder and CEO of Expensify, covering various aspects such as the role of Expensify in transforming the accounting profession, dealing w…
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189 Earning Trust with the Accountants of America (feat. Seth Fineberg)
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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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So Many Things to Learn Season 1 Episode 3 FACULTY: Ed Mendlowitz CLASS: #Shoperations TITLE: So Many Things to Learn In this podcast episode, Scott and Jason Ackerman interview Ed Mendlowitz, a Partner at WithumSmith+Brown. The discussion covers various aspects of Ed's experience in accounting, including early fixed-price subscription billing, ins…
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For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Tech Partners Season 1 Episode 3 FACULTY: Kenji Kuramoto, Nikole Mackenzie CLASS: #TechTime TITLE: Tech Partners In this podcast episode, Scott interviews Kenji Kuramoto, CEO of Acuity, and Nikole "Choach Niks" Mackenzie, Founder and CEO of Momentum Accounti…
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Atomic Habits vol. 3 Season 1 Episode 3 FACULTY: Twela Verhelst CLASS: #TheGuide TITLE: Atomic Habits vol. 3 In this podcast episode, Scott and Twyla Verhelst from FreshBooks conclude their three-part mini-series by reviewing "Atomic Habits" by James Clear. They discuss various key chapters focusing on finding strengths, optimizing career efforts, …
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188 Creating Accounting Client Avatars (feat. JJ Littrell)
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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, …
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