028 The EntreCPA... Weaving Together Tech + Tax (feat. Sam McCraw, CPA, MAC)

Episode #28

Sam McCraw, CPA, MAC | Tax Director - CFO Timonier, Wealth Beyond Financial™ | Winston-Salem, NC Recorded 

August 30, 2021 

3 tell us about your dad, who retired at 48 years old… 

4 tell us about being in the security forces for the US air force… 

7 why did you go into accounting after leaving the air force? 

14 tell us about the billing, marketing and service offerings at Timonier 

***shout out to our sponsor this week, Practice Ignition*** 

22 tell us about working as a tax analyst for Intuit… 

30 the Xero v Intuit QuickBooks debate continues… but, not really 

34 what would you say to a firm that’s thinking about adding wealth management? 

35 it’s like adding a passive revenue stream to your accounting practice… 

***shout out to our sponsor this week, Reach Reporting*** 

39 when you started at Timonier, Wealth Beyond Financial™, what were the first things you changed? 

40 A lesson on #ChangeManagement done right, from a fellow #ChangeAgent 

42 how do you prioritize doing 230 tax returns, by yourself? 

44 after the tech stack, what’s the next thing that you know you need to change? 

46 getting a lot of self-actualization by maintaining a stand-alone CPA firm on the side, with the entrepreneurial spirit… so why not go out completely on your own? 

47 as a sole tax practitioner, how do you get your training and do you have a support network? 

49 what’s something you miss from being at Scott Scarano 🥶’s firm? 

50 and another argument for tracking time at an accounting firm… 

51 you’ve worked in all these different industries, give our listeners some advice if they’re going to go out on their own…