

Accounting High
Accounting High
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.
Episodes
Mentioned books

May 22, 2023 • 1h 5min
142 Who Are You? Cracking Your Code with the CPA Doctor (feat. Dr. Sabine Charles)
Episode 142
CLASS: #GuidePosts
FACULTY: Dr. Sabine Charles
TITLE: Who Are You? Cracking Your Code with the CPA Doctor
In this episode, Scott interviews Dr. Sabine Charles, CEO of Charles Financial Strategies LLC and TAPA Institute, a global audit executive, instructor, author with a background in consulting, a certified hypnotist. Sabine shares her journey from being a language major to becoming a doctor in emotional intelligence and running her own firm. Sabine discusses her work in hypnotherapy, leadership training, meditation, and how to deal with a job that doesn’t resonate with your passion.
Sabine Charles talks about beings language major and her PHD in emotional intelligence
Sabine talks about starting TAPA Institute
Sabine discusses her work as a certified hypnotist
Scott and Sabine discuss colors
She talks about here Cracking the Code program and how to get unstuck
Sabine shares her experiences with meditation
Sabine explains the process of her hypnotherapy sessions
She talks about her weight loss journey, self-sabotage, travel and climate awareness
The episode concludes without Sabine hypnotizing Scott and advice for listeners about outsourcing
Shout Outs:
Brene Brown, Dave Barrett, Ron Baker, Simon Sinek, Expensify

May 19, 2023 • 1h 15min
141 Accounting Soup for the Soul (feat. Cecilia “Cece” Leung, CPA)
Episode 141
CLASS: #CoolKids
FACULTY: Cecilia “Cece” Leung, CPA
TITLE: Accounting Soup for the Soul
In this episode, Scott interviews Cece Leung, author of Dear Accountant and host of the Dear Accountant Podcast. Cece shares her journey from Hong Kong to Canada and back again, how she got into accounting, and her experience with different cultures. They also discuss her book, Dear Accountant, and how she hopes to show people who accountants are and can be.
Cece tells her story from Hong Kong to Canada
She explains how she is a blend of both cultures
Scott and Cece discuss education and creativity
Cece explains how she got into accounting
Cece recalls her time in corporate
Cece talks about going back to Hong Kong
They talk about toxic work culture
Cece and Scott discuss topics of her book
They ask who are accountants, really?
Cece talks about showing the industry in a book
Scott asks about COVID's impact on Cece and her book
They talk about the next generation of accountants
Cece talks about her upcoming plans and bringing creativity to the accounting industry

May 18, 2023 • 33min
140 The Picky Prospect Game | #Varsity
Episode 140
CLASS: #VarsityTips
FACULTY: Michelle Weinstein “The Pitch Queen”
TITLE: How to Make Varsity Part 2: The Picky Paradox is Provoking Passion when Playing the Potential Prospect Game
In this episode, Scott welcomes back Niks’ substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen. They discuss various topics related to finding out which clients qualify to be on the varsity team. Throughout the episode, Michelle emphasizes the importance of working with clients who are a good fit for your business goals and expertise and how niching down can help you find those clients. They discuss the criteria for vetting clients and share their own experiences.
Michelle and Scott introduce the idea of varsity clients
Michelle gives examples of taking on bad clients
Michelle goes over the criteria for varsity
Scott and Michelle talk about their vetting processes
Michelle explains why you should niche down
Scott and Michelle discuss “edge cases” and the unlock of niching
They also discuss the importance of communication and setting expectations with clients
Michelle explains how her tips eliminate bad clients and turn others into premium clients
Michelle and Scott summarize and tease the topic of the next Varsity Tips episode

May 17, 2023 • 1h 19min
139 Price it High or Say Goodbye: Transforming Tax Season (feat. Jimmy Capparelli, CPA)
Episode 139
CLASS: #PeerReview
FACULTY: Jimmy Capparelli, CPA
TITLE: Price it High or Say Goodbye: Transforming Tax Season
In this episode of Accounting High, Scott and Jason are joined by Jim Capparelli, Co-founder of Hiline. They discuss how Hiline is changing the tax season and what the tax roadmap looks like. They also touch on pricing, verticals, and the automation of simple tasks. Additionally, they delve into the topics of burnout, therapy for business owners, and school mascots. Finally, they wrap up the conversation with some golf talk. Tune in to this insightful and engaging conversation on Accounting High.
Interview:
Hiline's tax roadmap and how they are changing prices and clients.
Verticles in the industry and how Hiline navigates taxable events, state taxes, and additional fees.
The profitability of Squad pods and failures in scaling VCFO services.
The importance of therapy for business owners and automation of simple tasks.
Branding squads and the automation of data from Karbon and other products.
How Hiline is managing burnout and what else is happening at the firm.
Jim shares advice for accounting firms and discusses his love for golf, school mascots, and introvert/extrovert personalities
Shoutouts:
Hiline, Peter Wen, Spencer Christeck, Salesforce, PandaDoc, Karbon, Dialpad

May 16, 2023 • 1h 8min
ABC12 2023 ABC Tournament OKR Rap-Up Recap (feat. Jason Staats, CPA, Uncat's Brandon Bruce, Jared Smith, & Felonius Slinky Paws) | #TechLabs
**recorded live in front of a YouTube audience**
CLASS: #TechLabs
FACULTY: Byron Patrick, Jason Staats, Brandon Bruce, Jared Smith
TITLE: 2023 ABC Tournament Rap-Up Recap
In this episode, Scott and Byron host the final battle between Jason Staats and Brandon and Jared from Uncat for the Accountant Bracket Challenge, ABC Tournament, aka March Appness. The contestants discuss their journey to the finals. Scott and Byron recall the making of the tournament and announce the winners of the Hawaii trip and the ABC tournament. Hear about Scott’s exclusive Victory Rap Parody, the leaked Lazanis and Uncat files, while Brandon tells the story of the famous Felonious Slinky Paws picture in this exciting finish to the first-ever ABC March Appness Tournament!
Scott Introduces the final contestants
Scott and Byron recall how Uncat was the "Undercat"
Jared shares his opinions on upcoming Excel features
Jason Staats retells his journey to the finals and his interactions with Uncat before the tournament
Scott and Byron talk about what the winner gets and how it was decided
Jason recalls the nomination phase
Jason talks about being a firm owner and content creator
Jared lectures about cryptographically secure random numbers
Hawaii Trip winner announced
Other prize winners announced
Winner of the ABC tournament announced
Scott performs the Uncat Rap
Scott talks about the making of the Uncat Rap
Jason talks about the leaked Lezanus and Uncat files
Brandon tells the story of the famous Felonious Slinky Paws picture
Everyone gives final thoughts
Shout Outs:
Adam Slack, Ryan Lazanis, Blake, David, Cloud Accounting Podcast, Fin Daily, FreshBooks, Twyla Verhelst, Felonius Slinky Paws

May 15, 2023 • 1h 30min
138 Thriving Through Collaboration: The Benefits of Group Play (feat. Jason Blumer, CPA) | #GuidePosts
Episode 138
CLASS: #GuidePosts
FACULTY: Jason Blumer, CPA
TITLE: Thriving Through Collaboration: The Benefits of Group Play
In this podcast episode, Scott interviews Jason Blumer, an entrepreneur and accountant who founded his own firm and co-founded the Thriveal community. Throughout the episode, Jason shares his experiences and insights on entrepreneurship, community building, and overcoming failures. He talks about how he started his own accounting firm and his motivations for growing it, as well as the challenges he faced in building the Thriveal community.
Jason tells his story of becoming an accountant and his passion for music
Jason recalls the early days in business with his father
Jason explains what motivated him to grow his business
Jason talks about the founding and early days of Thriveal
Scott and Jason discuss failure and bouncing back from it
They also talk about getting out of your own way and letting people help you
Scott and Jason compare running two companies to growing multiple crops
Jason is asked to become Accounting High faculty
Shout Outs:
Jason Statham, Jason Bateman, Jason Ackerman, Jason Staats, Jason Presley, Jason Lee Sudakis, Julie Ship, Greg Kite, Ron Baker, Verisage, Doug Sleeter, Darren Root, RootWorks, Simon Sinek, Ian Basin, Karbon

May 11, 2023 • 1h 4min
137 Sales and Self Beliefs | #Varsity
Episode 137
Faculty: Michelle Weinstein “The Pitch Queen”
Class: #VarsityTips
In this episode, Scott interviews Michelle Weinstein, aka The Pitch Queen, aka The Abundant Accountant, aka Niks’ substitute teacher, on the truth about sales and beliefs about sales. Michelle shares her story of how she became The Pitch Queen and how to get on the varsity team at your firm by describing the mindset shifts you will need to run the mile.
Michelle shares her Three P's
She tells how she got into the accounting niche
She addresses common objections to raising fees
Michelle and Scott discuss the mindset shift needed to price right
Michelle tells of her time working at Fitsy Foods and the birth of The Pitch Queen
She explains her Abundant Millionaire Mastermind Program
Scott realizes the similarities between Michelle and Niks
Michelle encourages listeners to check their sales beliefs and break limiting beliefs
Michelle and Scott talk about how selling is being a guide
Michelle gives steps to being the head coach at your firm.
She explains “Be, Do, Have”
Scott explains how to correctly fake it till you make it
The two talk about how “sales is not about you”
Shoutouts:
Abundant Millionaire Mastermind Program, Justin from Justin's peanut butter, John Lee Dumas, Shark Tank, Amy Vetter, James Ashford

May 9, 2023 • 1h 3min
136 SIMPLE TASKS! (feat. Dan Luthi & Dan Gertrudes) | #TechLabs
Episode 136
Faculty: Dan Luthi & Dan Gertrudes
Class: #TechLabs
Accounting High is supported by our Booster Club Members
Thank you AppStream!
Music Video for Simple Tasks!
In this podcast episode, Scott interviews Dan Luthi, Partner at Ignite Spot Accounting Services and Dan Gertrudes, CEO & Co-Founder of GrowthLab. They discuss the benefits of workflow automation and how AppStream can help businesses save time and money. They also talk about the origin of the company's name and the story behind the AppStream rap music video.
simple tasks!
Gertrudes talks about the idea of selling workflow automations as a subscription
Scott and Gertrudes recount using Scott’s firm as a sandbox for AppStream
Gertrudes talks about what led to the creation of AppStream
Gertrudes tells the origin story of AppStream’s name
The story of the AppStream rap and Luthi’s hand in the filming of the music video
Luthi explains how his firm managed automation before AppStream
The group discusses how humans slow the process due to simple tasks
Scott and Luthi recall the AppStream solutions to their firms’ simple task issues
Gertrudes explains why they focus on the pain point of onboarding
Luthi lists the added benefits of working with AppStream
The group discusses where to start automations
The Group talk about Chat GPT and why tech and automation won't replace human interaction
Luthi talks about the ROI of using AppStream
Luthi talks about app fatigue
Simple Tasks Rap Music Video
Gertrudes explains the AppStream pricing model
Shoutouts:
Steven Byler, Heather Satterly, Accounting Avengers, Todd Robinson, Zapier, Korey Cournoyer, Johnny Uzola,Karbon, Ignition, Xero, QuickBooks, HubSpot, Dialpad, Google Phone, Slack, Microsoft Teams, Stripe

May 5, 2023 • 1h 6min
135 Chief Proactive Advisor (feat. Sean Duncan, CPA)
Episode 135
In this episode of Accounting High, host Scott interviews Sean Duncan, CPA, founder of a successful advisory-only firm. They discuss Sean's journey from a quarter-life crisis to starting his own firm, turning down the FBI, and getting comfortable with value pricing. Sean also shares insights on his hiring process, sticking to core values, and letting go of clients.
Interview:
Sean discusses his quarter-life crisis and how he ended up in accounting.
The interview focuses on Sean's firm and its transition to an advisory-only practice.
They also discuss the firm's focus on bookkeeping clients, real estate, and wealth management.
Sean emphasizes the importance of core values and sticking to them, as well as the hiring process and getting comfortable with value pricing.
They talk about letting go of clients and the challenges of finding the right staff to do the work.
Shoutouts:
SMD Consulting & Accounting, QuickBooks

Apr 27, 2023 • 1h 47min
134 Smile to Inspire and Reignite your Fire (feat. Alex Miles aka Ms. Smiles) | #SocialStudies
Episode 134
In this episode of Accounting High, host Scott interviews Ms Smiles aka Alex Miles, a social media marketer and former employee of T-Sheets. Alex talks about her journey from high school pranks to her passion for social media marketing, and how she used her skills to connect with others and brighten their days. She also shares insights into the power of community, the importance of being authentic on social media, and the value of in-person meetups. Alex's infectious energy and positive attitude make this episode a must-listen for anyone looking to find their own passion and connect with others in the accounting industry.
Interview:
Alex shares the story behind her "Smiles" moniker
She talks about the power of community building and the role social media plays in it
Alex discusses her time at T-Sheets, including her involvement in the ABC Tournament and the T-Sheets raffle
She also talks about meeting David Barrett and connecting with the Intuit community
Alex shares her philosophy on social media, which includes being authentic and not judging others
She also discusses her passion for comedy and making people laugh
Finally, Alex talks about the importance of in-person meetups and getting help from and giving help to others
Alex wraps us up by discussing the power of community and the importance of being yourself on social media.
Shoutouts:
FreshBooks, Hubdoc, Xero, MailChimp, QuickBooks, TSheets, Expensify, David Barrett, TurboTax, John Garrett, Misty Megia, Twyla Verhelst, CPA, Laura L. Lynn Ed D, MBA, MS, CFE, EA, Sherrell T. Martin, Slack, Ron Baker, Jason Staats, CPA, Terrell A Turner, CPA, Nikole Mackenzie,