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

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 accounting firms, the future of the accounting profession including automation and remote firms, strategies for firm growth, and the bright future ahead.

Shout Outs: Ed Mendlowitz, Roman Kevchak, Randy Johnson, Randy Crabtree, BotKeeper Conference, Prime Global Conference, BKR Conference, QBO, Xero, Sage, Zoho

Chapters:

02:53 How Dave got into Accounting

06:40 What Dave Does Now

08:38 Pickleball

09:01 Introducing Accounting in the Classroom

11:38 Should Young People Become CPAs?

15:53 Marketing and Positioning

18:34 The Future of Accounting

20:37 Do You Need to Hire A CPA or Not?

22:26 Automation

23:44 Remote Firms

28:58 Firm Growth

31:57 The Future is Bright

36:41 Dave's Future Plans

39:19 Choosing Software

42:20 Conclusion

Connect With Us On Linkedin!

David Bergstein

https://www.linkedin.com/in/davidbergstein/

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/

Tags:

fiscal doctor, accounting advisor, marketing positioning, millennial mindset, hiring CPAs, remote firms, accounting automation, firm growth, pickleball enthusiast, continuing education, FBI aspirations, IRS agent, choosing software, accounting future, accounting publications, professional services, accounting deadlines, accounting professor, career advice, accounting excitement