Accounting High

Episode 115 | Recorded September 29, 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 with Scott, we have Garrett Alexander, CPA, talk about his journey in the accounting industry, branding, managing people, and running a firm. They discuss the advantages of starting your own firm and offer advice on how to protect good employees and deal with bad clients. They also delve into topics like finding purpose, having confidence, and learning from failures. Tune in for an entertaining and insightful conversation between two experts in the field. Don't miss out! Growing up The whole story in a nutshell Getting into accounting Working with your significant other Branding and how the firm works What made him leave the precious firm and advantages with a smaller firm Bad apples When to start your own firm Managing people, running a firm Bad clients, bad employees, protecting the good ones Keeping good employees Finding purpose and enjoying work Getting older, staying youthful Collaborative competition Having confidence Ambiverts, Introverts Dealing with bad clients Being empathetic toward the staff The new rap, Saying no Making real decisions Failures Firm Hard Numbers Advice from Scott to Garrett Being on the show, having fun, wrapping up Scott Dips All the Shoutouts: Greg Kyte, Notion

Episode 114 | Recorded March 15, 2023 Accounting High supported by our Booster Club members Thank you LiveFlow  https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH In this podcast episode, Scott and Terrell interview Anita Koimur, founder of LiveFlow, a software solution for accounting firms. They discuss LiveFlow's unique features, how it bridges the gap between accounting firms and clients, and the feedback from the accounting community. The group talks about marketing, language differences, and other accounting software solutions. They also touch on pricing and effectively communicate costs to clients, with Terrell sharing his experience using LiveFlow. LiveFlow so Dope About Anita How did she get started? The start of LiveFlow The accounting community and their feedback How LiveFlow bridges Shifting marketing targets The influence of accountants over the product Language and Lingo differences and March Madness Is this still early stage for LiveFlow? Merge or Note? Xero vs QuickBooks? Pricing and passing it to the client Talking with the clients and passing the price to the clients Terrell's opinion on giving the cost to the client Terrell is a case study on LiveFlow usage Selling the product to the clients and customers OKR’s and OKR KPI vs OKR North Star Metric Closing statements and advice Terrell’s words of wisdom All the Shoutouts: Revolut, Lasse Kalkar, QuickBooks, Google, Gusto, Xero, ADP

Episode 113 | Recorded October 31, 2022 Thank you to our AH Boosters! Tallyfor - Book to tax in minutes, not hours - check em out at tallyfor.com In this podcast episode, Scott and Jason talk to Roger Knecht PB, PGE, VB, President of Universal Accounting. Our hosts and Roger provide valuable insights into building a successful accounting practice, from branding and coaching to pricing and profitability. Whether you're an accountant looking to grow your business or simply interested in the accounting industry, this episode is definitely worth a listen. So, tune in and hear from Roger, Scott, and Jason on how to Build a Profitable Premiere Accounting Practice. How did Roger get into the space Branding and Logos Becoming the third president of Universal Accounting When do companies need Universal? How to implement the help with coaching versus advisory Athletics analogy Teaching accountants to be coaches Issues people have learning to coach What are accountants scared of? CFO service margins in sole versus firm Different business structures, services, and profitability Bookkeeping versus Accounting Accounting is the language of business Pricing Accounting and CFO Mentor, Advisor, Consultant, and Coach semantics CPAs What does Universal call different roles? CEO model or Partnerships? Different business structures A success story Doing the work the right way The accountant’s accountant: The business coach Single line items and bad bookkeeping Advertising lines Being the CEO and President of a family business “I fired my wife” It’s not personal, it’s business Back to Universal logos Where to find Roger & wrapping up All the Shoutouts: Universal Accounting, Netflix, Harry Potter, Exxon

Recorded LIVE on March 26, 2023 featuring very special guests Alison Ball, Blake Oliver, and Terrell Turner join us as we discuss the results of round 3 of the ABC Tournament Round 3 Results (to follow along while listening) ROUND 3 RESULTS Show 4:30 Opening, introduce hosts and their platforms (10min)  4:40 Prize Draw #1 (5min) 4:45 BREAKFAST BRACKET REVEAL (10min) 4:55 Prize Draw #2 (5min) 5:00 ROUND 3 RESULTS (25min) 5:25 Prize Draw #3 (5min) 5:30 TAX BRACKET RESULTS (10min) 5:40 Prize Draw #4 (5min) 5:45 ROUND 4 MATCHUP PREVIEW (15min) Round 3 prizes #1 PRE BREAKFAST BRACKET PREVIEW Tallyfor - Peter Wen (1X) - 159834 Swag Packs (Hat, Chocolate Coffee beans, hacky sacks) - 1 each live show Liscio - Alison Ball 110987  a cool swag pack (backpack, hoodie and socks) #2 PRE ROUND 3 APPLICATION RESULTS Unique CPA - Randy Crabtree - 154321 Ticket to the unique cpa conference ($649 value) RoundTable Labs - Richard Roppa 143789 3mo free membership to RTLabs (new members only) + $50 gift card (1 each live show) #3 PRE ROUND 3 EDUCATION RESULTS Earmark - Blake Oliver - 124567 1 year Earmark subscription (new subscribers only) (1 each live show) Future Firm - Ryan Lazanis - 150000 2 months free to future firm accelerate. (new members only) (1 each live show) #4 PRE ROUND 3 PREDICTIONS FreshBooks - Twyla Verhelst & Alex Miles (2X) - 107632, 159086 FB Waterbottle and a FreshBook (2x each live show) Intuit QBO - Jessica McCracken - 133777 QB Swag Pack (1x each live show)

Episode 112 | Recorded October 17, 2022 Join Scott for an exciting episode as we sit down with the Queen of the cloud, Heather Smith, as she shares her journey from the birth of her blog to becoming an author. We explore the concept of "glocal" and how Heather's visionary perspective has led her to connect with people from all over the world. Heather also shares her experiences with Xero and the ripple effect that this software has had on other accounting communities. We delve into her travels and experiences at Xerocons. Throughout the episode, we explore the world of accounting and discuss monetization, hard numbers, and strategic partners, while also delving into the power of branding. We explore a range of topics, including the benefits of microlearning, the importance of in-person events, and the value of storytelling. So join us for a fun and informative episode that is sure to leave you feeling inspired and motivated to take your business to the next level. The story of the Queen of the cloud Birth of the Blog and Books “Glocal” The visionary seeing above Rod Drury and Xero The different softwares rippling from Xero Communities from these softwares Traveling and interconnection with people Xerocons, weather, and other things 2020 and Heather’s Response The look Rapping and Creatives The socials and using them to educate and write a book Speaking, social influence, and promoting events Heater’s podcast and how to use one Different platform styles YouTube TikTok In-person events The numbers and relevant conversations to platforms Omnipresence on the socials The Accounting niche So what about AH? Scott’s response, active listening The experience of the audience The guests on the podcast Monetization and hard numbers Strategic partners Bridging apps and accountants Colors Branding Who to get on the podcast Microlearning Getting information from apps Travel stories All the Shoutouts: Xero, Amazon, Apple, dummies, #NiksTips, Rod Drury, Jared Armstrong, MinuteDock, Richard Francis, Tom Wallace, Re-Leased, Timely, Vaughan Fergusson, Vend, Fathom, Blake Oliver, CPA, Hector Garcia, CPA.CITP, David Leary, Intuit, David Barrett, Kellie Parks CPB, Canva, Scott Scharf, Acuity Accounting, Microkeeper, Divvy, Wayne Schmidt, Kenji Kuramoto, Chris O'Neill, Aynsley Damery, Karbon, FreshBooks

Episode 111 | Recorded October 6, 2022 In today’s episode, Scott talks to Dan Luthi, of Ignite Spot Accounting Services. Dan shares his story, from his younger days to how he got into accounting. He talks about how his Mormon faith has influenced his desire to help people. Dan also shares his insights on how to avoid issues in business, building good client relationships, and thriving in the industry. He discusses the firm’s hard numbers, equity, and they also talk about cloud accounting. Dan advises on how to hire and work with CFOs, build a management team, and be cognizant of diversity in the workplace. Another episode that’s sure to bring great value to all firm owners. The intro and the radio from hell Young Dan Building doors When he switched to accounting A little about Dan and his family Being a Mormon and helping people Helping people and accounting Time and hourly contributions Dealing with issues and not pointing the finger Having good clients Scope seep and scope creep Thrival Ignite Spot Firm and Hard numbers Equity at the firm Commitment to the organization App stack Cloud accounting and tax law Bookkeeping, CAAS, tax first, etc. Getting out of tax Leading with Tax and Bookkeeping differences Shifts in the industry CFO services Sales Personnel capacity Forecasting services and tools How to hire CFOs and margins Paying CFOs and working with them Management Team The CEO role Diversity and being cognizant The Good, The Bad, and The Ugly Accounting Podcast All the Shoutouts: Ignite Spot Accounting Services, Ron Baker, Jason Ackerman, CPA, CFP®, CGMA, Jason M. Blumer, CPA, Karbon X, Judah Kosky, Ryan Lazanis, CPA, Xero, Intuit QuickBooks, BILL, Gusto, ADP, Rippling, Dext, Avalara, Ignition, Drake, Kanye, Canopy, Thomson Reuters, Envoy, Divvy, Nikole Mackenzie, Lorilyn Wilson, CPA

Recorded March 19, 2023 Accounting High presents the Accountant Bracket Challenge where 72 different platforms in the accounting profession compete for the title of ABC Champion tune in to see which platforms made it into the tournament whose gonna win it all??? enroll now and vote at abc.accountinghigh.com LIVE SHOW RAFFLE DRAWINGS #1 PRE ROUND 1 RESULTS Bookkeeping Side Hustle - KJJ - TICKET # 126543 I can give away my T-account mousepad. Workflow Wateringhole - Kellie Parks - TICKET #134567 a template of their choice https://cloudaccountingtemplates.com/templates-by-category #2 POST ROUND 1 RESULTS FreshBooks - Twyla Verhelst & Alex Miles (2X) - TICKET #117891, TICKET #143256 FB Waterbottle and a FreshBook (2x each live show) Once Accounting - Ford & Will Baker - TICKET #121212 We would love to be able to offer some "firm care package" or lunch for busy season.  We'd want to cap it at a couple hundred dollars  #3 POST ROUND 2 REVIEW Tanya’s Bookkeeper Bootcamp - Tanya Hilts - TICKET #138888 We would like to offer a full year scholarship to our next bootcamp session as a prize.  The value is $4050 and this would be for the upcoming April Session starting in a month. Tallyfor - Peter Wen (2X) - TICKET #105678, TICKET #129876 Swag Packs (Hat, Chocolate Coffee beans, hacky sacks) - 2 each live show #4 POST ROUND 2 RESULTS Unique CPA - Randy Crabtree - TICKET #132465 Tickets to the Unique CPA Conference (1 each live show) RoundTable Labs - Richard Roppa - TICKET #144444 3mo free membership to RTLabs + $50 gift card (new members only) (1 each live show) #5 POST ROUND 3 REVIEW Earmark - Blake Oliver - TICKET #127890 1 year Earmark subscription (new subscribers only) (1 each live show) Future Firm - Ryan Lazanis - TICKET #137845 2 months free to future firm accelerate. (new members only) (1 each live show)

Episode 110 | Recorded January 25, 2023 Automate your Simple Tasks! AppStream powered by The GrowthLab  Simple Tasks! Music Video Scott and Logan Graf, CPA are back to have another laid-back chat talking about everything from accounting to making music videos.  As they catch up, they reminisce about how Scott once saved Logan's life. This conversation is about delegation, treating everyone with respect, and the potential for AI and automation in the profession. Scott saved Logan’s life Updates at Accounting High Getting older Race to 10k Firm Hard Numbers How did Scott do it? Outsourcing The unlock: an integrator Tracking personal productivity You need to measure to improve Limiting app usage Spending time with family Giving props to the wives Learning more on Twitter Graf paper in Staats class Complementary duo Loud on Twitter, quiet in real life OKR, OK Rapper Graf Paper & Chat GPT Tech in the olden days Learning tax return Accounting High on Youtube Accountants making content What’s all this for? How to be happy and grow Inspiration Accounting High, public and private ABC March Appness Delegation is Trust Treat everyone like your dad or grandma AI and execution AppStream All the Shoutouts: Xero, QuickBooks, Ron Baker, Chad Davis, Karbon, Jasper, Blake Oliver, CPA, Jason Staats, CPA, Expensify, Relay, FreshBooks, LiveFlow, Byron Patrick, CPA.CITP I CGMA, Botkeeper, Nikole Mackenzie, Daniel Gertrudes, GrowthLab, AppStream, Dropbox, Slack, Gusto, ADP, Digits, Earmark, Paul Glantz, CPA

Recorded LIVE March 12, 2023 follow along with the full brackets here  After receiving thousands of nominations for the Accountant Bracket Challenge "ABC March Appness" aka ABC Tournament, we compiled all the results and split everyone up into 2 major categories, Accountant Applications and Accountant Education.  From there, we continued to categorize the top nominated platforms into 4 Regions, 8 Brackets with 8 teams all competing for best in class in their respective brackets to advance to the Sweet Sixteen, plus a bonus 8 team Tax Bracket Here's a list of all the categories, regions, and brackets!! Accounting Applications Business Money Plooto, Expensify, Bill, Divvy, Gusto, Dext, Rippling, Relay Business Bridge Liveflow, Slack, Tallyfor, Once Accounting, Appstream, Zapier, G-Accon, Reach Reporting Accounting Practice Ignition, Rewind, Liscio, TOA, Karbon, TaxDome, Financial Cents, Practice Protect Accounting Books Keeper, Saasant, Intuit QuickBooks, FreshBooks, RightTool, Uncat, Xero, Excel BONUS Tax Bracket Avalara, Intuit TurboTax, UltraTax, CCH, Intuit Proconnect, Drake, SafeSend, SmartVault Accounting Education Learning School Earmark, CPA Academy, Rock the Books, Taking Your Firm Virtual, The Grove, Bookkeeper Launch, Tanya's Bookkeeper Bootcamp, AICPA Town Halls Learning Community FutureFirm, Bookkeeping Buds, Roundtable Labs, Workflow Wateringhole, Accounting Salon, Dark Horse CPAs, Realize, #TaxTwitter Media Podcasts Cloud Accounting Podcast, Drink While You Think, FAAS Evolution, Ambitious Bookkeeper, Accounting High, Oh My Fraud, Unique CPA, AutomationTown Media Influential Roman Villard, Heather Smith, Jason Staats, Ron Baker, Tax TeleGraf, Radical CPA, Bookkeeping Side Hustle, Appy Hour

Episode 109 | Recorded February 22, 2023 VarsityTips flows with LiveFlow https://www.liveflow.io/partnerships/accounting-high Get 20% off for 3 months with promo code HIGH Simple Tasks! AppStream powered by The GrowthLab  https://www.youtube.com/watch?v=Ohc1CMP8G8U&feature=youtu.be&themeRefresh=1 In this episode of the podcast, Scott and Niks take us on a journey of personal and professional growth, exploring the importance of people and interaction, the difference between evolution and change, and the value of having fun while pursuing goals. As they catch up on updates, they discuss growing the student body and YouTube channels, with Niks sharing insights on how to engage their audience. They also delve into the world of high-leverage work and how to identify and leverage individual strengths and weaknesses, while also complementing others to form a cohesive team. As the episode winds down, they wrap up with a rap and further discussion on the topic of people and cats. People are the Purpose Evolution VS Change Having fun and goals Growing the student body and YouTube updates FGTV and LTTV Simple Tasks! People and interaction reaction Scheduling time CFO Accelerator and high-leverage work Productizing high-leverage work Bookkeeping as a commodity Moving to interpreting numbers People reaction 2 Scott’s advice to Niks What do you do with your strengths and weaknesses? And complementing others Reaction 3 All the Shoutouts: David Barrett, Ron Baker, Michael King