Episode 108 | Recorded December 4, 2022

Thank you to FreshBooks for making all of this possible, we love you.

In today’s episode, Scott sat down with Brian Streig, CPA for a lively conversation about his backstory and how he got into the accounting space. They talk about the super firms and navigated the peculiarities of Texas laws and discussed the differences between bookkeepers, accountants, and CPAs. They also discussed bleeding-edge tech, focusing on employees over clients, and how to "wow" clients with a great client experience. They also dove into the world of Tax Twitter and the shifting demographics of the industry. Lastly, Brian shared some valuable advice for firm owners and, to cap it all off, Scott even drops a rap so be sure not to miss this one.

Brian gets into the accounting mess
Brian’s Backstory
Condensing the Super Firms
Austin during the great recession
Bleeding edge tech
Texas laws and peculiarities; Bookkeeper VS Accountant VS CPA
All tax, all day, everyday
Firm hard numbers
BDO alliance
The insurance niche
Structure of the firm
Vision and goals
Focusing on employees rather than clients
Twitter
Tax Twitter: The decentralized water cooler
Being popular on #TaxTwitter
Big egos
Being gay in the industry
Shifting diversity and demographics in the industry
Outsourcing
Tax Software
FreshBooks and change
FreshBooks is so fresh, so easy
FreshBooks is for small businesses
Complexity in business nowadays
Most important aspects of running a firm
It’s the people
AI Tax
Client experience in the firm
Wow-ing the client
Shoutout to the listeners and advice to firm owners
FreshBooks rap

All the Shoutouts:

The Digital CPA conference, FreshBooks Partner Meetups, PwC, Chase, Indeed, BDO Alliance, Jody Padar, Byron Patrick, CPA.CITP I CGMA, CCH Axcess, UltraTax, Ghost Systems, Trello, Notion, Blake Oliver, CPA, Eakmark, Xero, QuickBooks, Twyla Verhelst, CPA, Sage, TurboTax

108 #TaxTwitter is a Decentralized Water Cooler (feat. Brian Streig, CPA)