Accounting High

Episode 94 | Recorded May 30, 2022 This episode’s sponsor: Tallyfor - Book to tax in minutes, not hours! check em out at tallyfor.com Our Guest: Damien Martin Greetings accounting high! Did you go to school and study for your credentials? Well according to Scott, he was born with his unique credentials and in this episode, he shares with Damien what those credentials are. Join us for a fun conversation with Damien Martin as he shares a bit about his non-traditional way of getting into tax through going to school for music, and how time is both precious and fast which is why it is so important to be intentional with the people in your life.  And we all know how much Scott despises emails and notifications so in honor of the discussion today, sit back, relax, put your phone away and open your mind because class is in session. 1 - What brings Damien to AICPA ENGAGE Shoutout to Ron Baker 6 - College: from music to accounting Shoutout to Blake Oliver, CPA 10 - Time is Weird 16 - Sometimes we get so focused on the meat that we don't focus on the fundamentals Shoutout to Karbon 20 - Bringing the FUN to FUNdamentals 24 - Disconnecting from tech Shoutout to Cal Newport’s Digital Minimalism 30 - If I had the phone in my hand, than I'm not really present 33 - Medications & ADHD 38 - There are limitations. You can work with limitations 44 - Covid and talent shortages Shoutout to Rita Keller, Botkeeper 47 - The only way to find out if the pool is really cold is to jump in 53 - Make the time work 58 - The beauty and the curse of our devices 63 - the TaxDad

Episode 93 | Recorded May 26, 2022 In this episode, our host Scott is joined by an ACCA International Assembly Member, Xero's MVP, Speaker, APPG Advisor & Founder of Soaring Falcon Accountancy, Alex Falcon Huerta FCCA. Alex shares her story with us and her personal drive to create a working setup that would complement the lifestyle that she’s always wanted. Listen in to learn how she’s able to maintain an accounting firm and an outsourcing company while traveling all over the world. 2 - Alex’s Accounting Why 4 - What drove your independence? 10 - How do you determine if you're a mature adult? 14 - Starting the Soaring Falcon Shoutout to Xero, Rod Drury 21 - Early stages of Soaring Falcon 24 - Outsourcing in Sri Lanka 31 - Going Back to Bali Shoutout to M F Naja Mohamed and Hassan 33 - I went there for 10 days for a break and I got stuck out there until mid-February 35 - Meditation: It's something that I knew that I needed to continue to do, to help me get through the days 38 - Alex’s Firm stats 42 - Cost comparison for outsourcing your workload 48 - B*tches In Practice and Scarano on the Rocks 53 - More on Accounting High branding 56 - Sex… and Gender… in Accounting 62 - IRL vs the digital space 67 - We all can learn from each other 73 - Alex’s parting wisdom

Episode 92 | Recorded October 28, 2022 This episode highlights the differences between the EA brand and the CPA brand. Never heard of an EA? Hop in and listen to our teams discuss what their designations really do for them, and what it means to be a CPA and an EA. The debate lineup: Moderator: Jeremy Wells, PhD, CPA, EA Team EA: LuSundra Everett, EA, NTPIF Adam Markowitz, EA Team CPA: Brian Streig, CPA Terrell A Turner, CPA Emcee/Custodian: Scott Scarano, EA 2 - Teams EA & CPA intros 6 - LuSundra’s EA journey 10 - What is an EA? 12 - Brian’s CPA journey 13 - CPA license. What it actually lets you do? 15 - CPA is state-based while EA is federal-based 20 - Not all CPAs do tax but all EAs do 23 - Branding issues for EAs 30 - I think all of us in this profession do a miserable job with the names of our businesses 35 - Education matters 38 - Tax is too broad of a field 44 - Organizational differences and no unification 48 - Scott’s two cents 52 - Results coming in! 53 - Wrapping it up

Episode 91 | Recorded January 6, 2023  Put your party pants on because it's time for a #VarsityParty with the Queen and Kings of party FOMO. Your favorite Accounting High trio is back and reviewing the last half of their 2022. Kenji Nikole and Scott are here to ChatGPT all about their lessons learned throughout their busiest year of travel to date. From airports to conferences to the reason you probably shouldn't ever let Scotty order spicy food at a restaurant, this episode is sure to give you a good laugh. Join us for the party to find out what Kenji's favorite moment of the year was and why 2022 was Scott's best year of his life. So turn up the volume, fill up your cup and enjoy this #VarsityParty here at Accounting High.  Scott’s Hard Numbers  TriMerit’s Unique CPA Live Podcast in Chicago Kenji+  New Orleans, XeroCon2022  FreshPAC in Toronto  From FreshPAC to AcuityCon  AppyCamp  Deeper Weekend  GustoNext  Scotty Peaked  FreshBooks Partner Meetup Atlanta  FreshBooks Partner Meetup Portland  Xero Roadshows ChatGPT  Accountex Toronto  What makes a good event?  Platinum Sponsorship Subscriptions  Vegas Baby  Worrying, Delegation, and Trust  AppS.T.R.E.A.M. (powered by the GrowthLab)  Shoutouts  James Ashford, Alan Colton, Randy Crabtree, Blake Oliver, Dawn Brolin, Josh Lance, Matthew May, Ashley Carroll, Expensify, Alex Miles, Twyla Verhelst, Mike McDermott, Misty Megia, Dan Gertrudes, AppStream, GrowthLab, Heather Satterly, Liz Scott, Intuit, Keeper, Ben Stein, Kenny Song, Dan Luthi, Byron Patrick, Jason Blumer, Thrieval, Nicole Davis, Will Lopez, Lorilyn Wilson, Kristen Keats, Sherrell Martin, Sarah Prevost, Tori McKee, Andrew Wall, Viviana Borz, Peter Wen, Tallyfor, Brian Streig, Paul Glantz

Episode 90 | Recorded December 27, 2022 Don't be tardy to the Coach Mackenzie party! That's right, you're listening to VarsityTips, formerly known as #NiksTips with Scott and Nikole, where they sit down and discuss a hot topic to get Nik's hot takes and tips. It's the same show you've grown to know and love, we're just calling it something new to fit the curriculum here at Accounting High. So lace up your sneaks and stretch out because VarsityTips is now in session. What happened last year? Trips Blessed to get away in January Ron Baker Marathon Preview Niks shifted away from CFO services Learning from failures Vices FreshPAC and other Trips The birth of Accounting High Pivotal Moments Vegas, Baby! Mexico Niks and her sports Moving to new positions Fast and slow lanes Outreach Learning from others Stay tuned for part 2… Scott Scarano Stories (S3X) More Teasers Accounting High Times with Byron Moving up and getting better Thank you to the audience Shoutouts Gusto, Will Lopez, David Leary, QBConnect, FreshBooks, Jason Staats, Blake Oliver, David Emmerman, Byron Patrick, Genie Whitehouse, Sarah Prevost, Dan Luthi, Keeper, James Ashford, Karbon, Ashley Carrol, Liz Mason, Paul Seaton, Jody Grunden, Summit CPA Group, Xero, AppyCamp, Deeper Weekend, Ron Baker, David Barrett

enjoy this little bonus snack from Accounting High featuring Michael Ly, CEO of Reconciled Sponsored by BooksTime  check em out at bookstime.com/accountants it's surprising how little positive affirmations we give each other in general as human beings, but to receive that from the owner or CEO of a company, that really goes a long way, way farther than we realized, and that we care to admit....

Episode 89 | Recorded September 2, 2022 Our Accounting High listener survey is right here https://bit.ly/3NRSAfD An episode that’s surely worth capping off 2022. Jason Staats, CPA, MBA and Scott (Lil Toddler) Scarano gives us another great talk about everything big and small, and I mean EVERYTHING! Career? Business? Family? Purpose? Contents? Hobbies? You name it. This lengthy episode is no short of topics that’ll make you ponder on the things that you’ve done, how far you’ve reached, and how much more you can accomplish. From all of us here at Accounting High, Wishing y’all a happy new year! 0 - Previously on #StaatSnacks 4 - The Accounting Celebs Shoutout to Jody Grunden, CPA, Ron Baker, Blake Oliver, CPA, David Barrett 11 - Getting into Vlogs Shoutout to Xero’s XeroCon 16 - Attention from others 23 - How do I leave the space for doing all the things I wanna do with them (my kids)? 26 - Our different universes 31 - Get yourself out of the little bubble 38 - Shilling season with Jason Shoutout to Simon Sinek’s Infinite Game, Ryan Lazanis, CPA 44 - The old & new context of rivals 47 - It takes a level of confidence to be able to be vulnerable 53 - Jason goes podcasting Shoutout to Gusto, Chad Davis 60 - Storytelling Shoutout to Edward Mendlowitz 64 - It’s not because I want to compete, I just want to have a bigger impact Shoutout to Earmark 71 - Rapping and Podcasting Shoutout to Drew Carrick, Twyla Verhelst, CPA 77 - Fears Shoutout to Jason Ackerman, CPA, CFP®, CGMA 82 - Kids love routine, but they don’t like authority Shoutout to Joshua Lance, CPA, CGMA 88 - You can only grow one thing effectively at a time 92 - Building a creative empire 97 - Money = Time + Freedom 103 - Accounting High’s freshman year Shoutout to Madeline Reeves 107 - I'm bridging all of these different parts of my life into one thing that I could enjoy doing 110 - Wrapping and Rapping up

Episode 88 | Recorded May 18, 2022 Let’s join Scott and Niks in this great conversation with James Ashford, Bestselling Author and Founder of GoProposal. This episode goes deep on positive mindset shifts and how being intentional with everything in your life can really shape who you are.  James also shares some of the secrets to his success at GoProposal and how having the right team can propel your business forward. 2 - I always wanted to run a business. I don't know where that came from since my parents aren’t business owners, they’re the opposite. They worked for big companies Shoutout to Tony Robbins, Brad Martineau 5 - He says “You couldn't be getting this anymore wrong” I say “I'm not going to buy into any of that and I'm going to go and help him” 8 - GoProposal: I manifested that this business was built to sell from day one Shoutout to John Warrillow 14 - How did you know when it was time to sell? “We always had a number, my wife and I, that we were heading towards” 20 - Accountants have this double burden, not only the burden that all humans have but the fact they're looking for what's wrong as well 24 - GoProposal’s Kill the King Shoutout to Heather Elkington 27 - One of James’ BIG marketing secret 36 - We don't see the world as it is. We see the world as we are 41 - I'm very, I say blessed, but it is very intentional to surround myself with good people 46 - This was a massive storm. We weren't ready for it. But you should have been prepared for a storm 51 - You're helping people to reach up, grab a hand and pull themselves forward, but also inviting people to throw their hand back down and to drag people up as well 64 - You can't help everybody, but you can help everybody within your reach

Episode 87 | Recorded October 8, 2022  Thank you to this episode’s sponsor, FreshBooks  Another Fresh Book Report by Scott and Twyla and today they’re doing Simon Sinek’s Infinite Game. They break down their own understanding of the book. What is this Infinite Game? How do we win? Or do we even need to win? This episode bridges the book’s concepts and our hosts’ personal experiences and their own Infinite Games.  0 - Class is now in session!  3 - Why Infinite Game? Shoutout to Greg McKeown’s Effortless  8 - You didn't get stuck on the 10th page because it was boring. You got stuck cuz you were inspired and it triggers so many ideas  Shoutout to FreshBooks’ FreshPAC and all our friends there  12 - The profit and losses of a business are not necessarily what defines the win or loss of that infinite game  Shoutout to David Barrett  16 - What does it look like if your clients want you rather than need you?  Shoutout to Acuity Accounting, Karbon  22 - Competing with everybody versus learning from everybody  25 - We're on this journey to build a partner program and then a product that people want to explore using versus they're forced to because there's no other alternative  31 - Build a trusting team  Shoutout to Alex Miles  37 - Whether we look to one another as competitors, we look to one another as colleagues, or we look to one another for inspiration, it's happening inside this profession where people are seeking the knowledge of what others have  Shoutout to Chad Davis, Nicole Davis, CPA, Nayo Carter-Gray, EA MBA  40 - Accounting High is gonna be a community, a platform  Shoutout to Jason M. Blumer, CPA, Jason Staats, CPA, MBA, Ryan Lazanis, CPA, Clayton Oates  46 - They changed the game through their will to further their cause  53 - Give it up for Lil Toddler’s Infinite Sinek (A parody of ‘Infinite’ by Eminem)  57 - Twyla and Scott’s final thoughts on the review and the book itself

Episode 85 | Recorded May 20, 2022 We would so appreciate it if you took our listener survey linked here: https://bit.ly/3NRSAfD The Accounting High Booster Club would like to thank GoProposal for the support! GoProposal https://goproposal.com Scott, Jason, and Teddy Sullivan, CPA talk about purchasing an accounting firm, making changes, cloud or desktop, and everything in between. They also talk about sales, acquisitions, tools, and more. If you’re ever thinking of purchasing your own accounting firm or just looking to expand your current one, you wouldn’t want to miss this episode. 5 - The not-so-usual track: Teddy’s journey into owning an accounting firm Shoutout to Xero 7 - What got me into accounting? I didn’t want to sell printers 11 - Teddy’s thought process when it comes to purchasing a firm 17 - Thinking of purchasing a firm? Go remote or go local? 21 - Transitioning ownership 24 - Cash or card? The dilemma of collecting our clients’ payments 30 - The pain of change is greater than the pain of the present 38 - Xero or Quickbooks? Shoutout to Intuit Quickbooks, Ben Richmond CA 41 - You gotta bring somebody there and let them see it. 43 - What are your next steps? 45 - Scott’s sales process Shoutout to Timothy Donohue 49 - Capacity planning differences from our firm owners 54 - Teddy’s advice to firm buyers and owners that are looking to expand Shoutout to James Ashford 66 - The Oprah of Accounting Podcasts