Accounting High

Episode 123 | Recorded July 28, 2022 Join Scott and Clayton Oates in this episode as they discuss how Clayton got his start in accounting, the challenges of starting his own business, and how to transition from the finite game to the infinite game. You'll hear about the benefits of partnerships and the importance of choosing partners who share your values. Along the way, Clayton shares insights from his extensive reading list and offers practical advice for bettering yourself and others. This is a must-listen for anyone who wants to become a better leader and make a positive impact in their community. So what are you waiting for? Hit that play button and let's get started! Clayton’s start in accounting Leaving a big firm Starting a business and being an “intra-preneur” Trapped in the day to day What does freedom mean? The finite and infinite game Life is easier when everyone is a friend The second mountain, life happens for you, not to you Partnerships From the finite to the infinite List of books Ancient wisdom and new generations Infinite players dealing with finite players The big vendors and differences with them Conference addiction and finding purpose How to vet partners for finite or infinite Being stuck in contracts The “Best” Tech and Tax, Vendor or Partner? Who works for who or with who? App raps, giving back, and accidents Meeting Tim Ferris Eminem’s new album… just for Scott Time meets Jeff Bezos Go with the flow and control your reactions Accepting and giving back Project positivity Energizing events Playing off other’s energy Don’t set your goals with things you can’t control Better yourself to better others We mindset versus me mindset Conferences to find Clayton at Stage fright and imposter syndrome Amanda Aguilar Speaking Truth Leading the infinite game Wrapping up and rapping up All the Shoutouts: Simon Sinek, Ron Baker, Brian Irwin, Tim O’Reilly, David Brooks, Liz Mason, Tony Robbins, Michael Gerber, James Carse, Marc Andreessen, Andreessen Horowitz, Netscape, Adam Grant, James Clear, Tim Ferris, Ryan Holiday, Marcus Seneca, Wayne Schmidt, Blake Oliver, CPA, Jeff Bezos, Douglas Sleeter, Amanda Aguillard CPA CISD

Recorded on April 11, 2023 ABC TOURNAMENT FINAL FOUR RESULTS SHOW

Episode 122 | Recorded October 3, 2022 Accounting High is supported by our Booster Club Thank you LiveFlow!  https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH In this episode of Accounting High, Scott speaks with Paul Barnhurst about his career in finance and FP&A. They discuss the differences between accounting and FP&A, the marketability of financial planning applications, and the influence of cloud technology. Paul shares insights on pricing, company success, and getting followers on LinkedIn. They also talk about branding and competition in the industry. Listen in to hear Paul's perspective on FP&A and his journey as a full-time finance influencer. Paul’s number and the start with numbers Getting started on LinkedIn Starting his business and becoming a full-time Kim Kardashian of FPanda The podcast content and audience Accounting vs FP&A What do FP&A do vs Sales Influence without power? All the applications and who are they selling to? Excel hell and the marketability of these apps Pricing the right tool Why hasn’t Microsoft made a tool? Google? The market and the cloud’s influence Company founder success VC Money Hard numbers for Paul’s business Who helps accounting More about why LinkedIn How did Paul get followers Posting habits What does a work week look like? Branding, name origin Competition? A rap for Paul LinkedIn stats Wrapping up All the Shoutouts: Jirav, Finmark, Clockwork, Anaplan, Salesforce, SheetRocks, Inc., Oracle, SAP, Xero, QuickBooks, Sage

Episode 121 | Recorded February 13, 2023 In today’s episode, Scott talks to Katie Thomas, CPA to discuss the highs and lows of her journey in the accounting world. From getting into accounting to starting businesses, Katie shares her experiences and insights on content creation, team building, and attracting clients. She also gives tips on building confidence as a content creator and shares her personal journey in setting goals, aspirations, and failures. Tune in to this episode to gain valuable advice and inspiration from a successful CPA and content creator. Katie’s start Collage, getting into accounting Unicorns of accounting The breaking point Getting into LinkedIn Content creation, just press post Content of the early content Getting more personal on the socials Starting a business Hard numbers, free time The team, contractors vs employees Dealing with ambitious employees Is it work or for or fun work? How does Scott decide content? Getting clients and attracting talent Being a content creator and building confidence Getting better and just releasing content What phase is Katie in? Goals, Aspirations, and Failures Dark social Choosing a platform Who does Katie follow Books suggestions Being rebellious Wrapping up All the Shoutouts: James Ashford, GoProposal, Ron Baker, David Barrett, Jason Staats, CPA, Anita Koimur, LiveFlow, Alex Hormozi, Grant Cardone, Gary Vaynerchuk, Rick Rubin, Mike Michalowicz

Episode 120 | Recorded January 23, 2023 Accounting High is supported by our Booster Club Members Thank you AppStream! Powered by the GrowthLab Music Video for Simple Tasks! In this episode of Accounting High, Scott chats with Jeff Rudner, co-founder and COO of Proseer. Jeff shares his journey into cloud accounting, his experience with fractional CFO services, and the birth of Proseer. They talk about consolidating and partnering, and conversion to a  C-corp. Other things covered are tech stack, pricing and services, and the importance of team structure. Join in as Jeff shares his insights on tech adoption and the future of accounting, and Scott treats us with a rap to wrap up the conversation. Don't miss out on this informative and entertaining episode! Getting started Getting into cloud accounting Left the startup and getting into fractional CFO services Consolidating, partnering, and the birth of Proseer Origin of the name Proseer Numbers at the merge Types of clients Tech Stack Pricing and service Getting another partner/investor Converting to a C-corp Structure and Firm hard numbers The team Equity Xero and Quickbooks Tech adoption Mac and PC Inputs, outputs, notifications Rap Wrapping up All the Shoutouts: Jason M. Blumer, CPA, QuickBooks, Sage, Ron Baker, Bill, Laurence Bernstein, CPA, Expensify, Ramp, David Barrett, Patrick Osborn, UltraTax, Karbon, AppStream, Dext, Ignition, Dialpad

Episode 119 | Recorded July 18, 2022 In this episode, Scott and Jason sit down with Will Baker and Ford baker, CPA to discuss the world of accounting and software development. The conversation covers a range of topics, from the challenges of tax season to making changes at a firm, including adopting a Me First mindset and cutting down staff. They also delve into the world of accounting automation, exploring the Once software and its unique features. As the conversation progresses, they touch on rebranding a business and the challenges of compatibility issues and outsourcing in the post-pandemic world. They also share insights on how to sell Once and differentiate it from other solutions in the market.  Whether you're an accountant or simply interested in software development, this episode provides an inside look into the world of accounting automation and the challenges facing the industry today. Ford & Will Baker Texas A&M Ford’s loss Blaming tax season Seeing improvements Making changes at a firm and getting rid of 1040 clients Me First mindset Other partners and firm size Cutting down staff Once accounting automation Why build the software? We used to have it figured out on paper What makes their software different Changing categories in the software Setting standards for your firm Other differences… Patent police Who’e idea was this? Name change/Rebranding Accounting High rebrand and other rebranding Funko pop and magnets Other solutions with Once The competition Access to data Compatibility issues of competing softwares What went wrong and solutions to these problems Post pandemic issues The outsourcing problem How to sell Once Rapping and Wrapping up Tax Twitter Rap and real music All the Shoutouts: Sage, AICPA’s Engage, Nick Saban, Once Accounting, Intuit QuickBooks, Microsoft Nav, Xero, UltraTax, Wolters Kluwer, Go Systems, Thomson Reuters, AccountingWEB, Will’s Twitter, Ford’s Twitter

Featuring Ron Baker and author Rick Rubin, this podcast covers a range of topics including creativity, efficiency in art and accounting, the role of humor, the subjective nature of value, the challenges of being an entrepreneur and artist, and the importance of paying attention to your surroundings. It's an engaging and thought-provoking discussion for anyone interested in creativity, art, or entrepreneurship.

Recorded LIVE on April 2, 2023 ABC TOURNAMENT ROUND 4 RESULTS SHOW featuring very special guests Guy Pearson of Ignition Randy Crabtree of The Unique CPA David Leary of The Cloud Accounting Podcast join us as we discuss the results of round 4 of the ABC Tournament ⁠Round 4 Results⁠ (to follow along while listening) BREAKFAST BRACKET RESULTS ROUND 4 RESULTS GUEST DISCUSSION FINAL FOUR MATCHUP PREVIEW

Episode 117 | Recorded January 24, 2023 Accounting High is supported by our Booster Club Members Thank you AppStream powered by the GrowthLab https://www.growthlabfinancial.com/automations-for-accountants?ah Music Video for Simple Tasks! In this episode, Scott gets a one-on-one with Amy Vetter, who shares her insights on various topics related to business and personal growth. The conversation covers everything from the foundations of accounting and setting boundaries, to finding joy and happiness in life and work. Amy also discusses her own journey from one business to another, and her approach to writing books. This engaging and inspiring discussion is essential for anyone looking to grow personally or professionally. The B3-GINNINGS Scott’s parallels Being a speaker and teacher The foundation of audit and saying yes and no The setting of boundaries AV accounting and QuickBooks, Finding, Consulting Moving in another direction Finding yourself and leaving one business for another Think like a monk Joy and Happiness Raps for books Empathy vs Pity Emotional Intelligence in the younger generation Being a business mother From app to app to app Writing books Feeling about pivoting and working with intuit Colors Wrapping up All the Shoutouts: KPMG, Douglas Sleeter, Intuit, Damien Martin, Simply Tax, Jay Shetty, Sage, Xero, Wiley

Episode 116 | Recorded July 25, 2022 Accounting High is supported by our Booster Club Thank you LiveFlow!  https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH Today we have Scott and Kelly Gonsalves on the show. Together, they explore the exciting and evolving world of accounting, delving into how the industry is growing and changing. They also take a closer look at the impact of shifting client bases and the challenges that accounting firms/businesses face in the age of remote work. Throughout the episode, they touch on a variety of engaging topics, from the latest trends in high school music to the role of color in our lives, they even chat about sports! Whether you're an accounting firm owner looking to stay ahead of the curve, a business owner trying to navigate a rapidly-changing landscape, or simply someone interested in the fascinating world of accounting and finance, this episode has something for you Colors Tattoos and soundwaves Who is Kelly and Creativity Childhood and school Growing up and not growing up Old Internet Old phones High school music back in the day versus today Totally the story Growing the community and Twitter Types of clients at the beginning Shifting the client base What does Totally SEO do? Clients and tech-forwardness In-person versus online The other Kelly Gonsalves Twitter and the Socials The generational characteristics and different personas Pink and Blue Sports The different audiences, clients versus colleagues, and imposter syndrome Kelly’s style and Clippy Worries and post-covid, and getting rid of the unnecessary stress Learning to say no Not shifting to new apps for clients Say no to opportunity? Money and what you want and generational differences Rapping and Xerocon parties Xero and Quickbooks changing lives Firm Hard Numbers Leading Ladies Child break Back to leading ladies How they do their thing and AH March Fanny packs Creative outlets and business Stage fright Notifications What’s next for Kelly? Appy Camp Intuit bubble Colors in the hair Looking younger, being fun, and being taken seriously pros and cons Wrapping up All the Shoutouts: Totally Booked, Totally SEO, Megan Genest Tarnow, Sherrell T. Martin, Greg Kyte, CPA