Accounting High

Episode #18 Monetizing Advisory as a Product (feat. Kathy Gregory) recorded 7/6/2021 Kathy Gregory | @KathyGregory1 | liveplan.com Eugene, OR Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano. 4 The kismet of Kathy finding Palo Alto Software ***shout out to Tim Berry*** 9 Define Management Accounting 10 How do I monetize advisory? 14 Kathy, we have a lawsuit… 18 Time should not be tracked to set prices… 19 What do you think accounting firms are doing wrong? 22 How do we service our clients the best? 27 What do small businesses want from an Advisor? ***shout out to Sabrina Parsons*** ***shout out to Mark Wickersham*** ***shout out to Ron Baker*** ***shout out to Ian Vacin*** ***shout out to David Cristello*** 32 Kathy, what’s your relationship with your accountant? 36 Selling predictability 39 Monetizing opportunities 40 Selling without selling 45 Give a firm or an accountant one piece of advice they can take away from this…

Sons of CPAs Episode 17 Bonus #5minLy | HR Services or People Advisory? Episode 08 BENEFITS | CONSULTING | ADVISORY Hello and welcome. We are all the Sons of CPAs. Join us with this week's #5minLy with your hosts Michael Ly and Scott Scarano. #5minLy defined: Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice articles from #LizMasonContent. https://www.accountingweb.com/practice/practice-excellence/why-should-an-accountant-offer-human-resources

Episode #17  Our Fairy CPAmother (feat. Amanda Aguillard, CPA)  recorded 6/28/2021  Amanda Aguillard, CPA | @AguillardAcct  Aguillard Accounting | Elefant Training | Accounting Salon | Padgett’s COO | Xero: A Comprehensive Guide  Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano. 12 THE BIRTH OF…Aguillard Accounting ***shout out to Monica*** 14 THE BIRTH OF…Elefant Training 22 THE BIRTH OF… Padgett’s COO ***shout out to Roger Harris*** 26 THE BIRTH OF… The Xero Book ***shout out to Gretchen Rubin*** ***shout out to Rod Drury*** 33 THE BIRTH OF… Accounting Salon ***shout out to Doug Sleeter*** ***shout out to Clayton Oates*** ***shout out to Rachel Fisch*** ***shout out to David Leary*** ***shout out to Heather Satterley*** ***shout out to Jay Kimelman*** ***shout out to Liz Mason*** ***shout out to Jim Jones*** ***shout out to Blake*** 41 THE BIRTH OF… SalonV

Sons of CPAs Episode 16 Bonus  #5minLy | The Uniqueness of Subscriptions  Episode 07  PERFORMANCE | PRICING  Hello and welcome. We are all the Sons of CPAs. Join us with this week's #5minLy with your hosts Michael Ly and Scott Scarano.  #5minLy defined:  Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice articles from Saasable Content.  https://www.getsaasable.com/how-to-choose-which-subscription-model-is-right-for-your-product

Episode #16 Big Dick Energy (feat. Lorilyn Wilson) recorded 6/21/2021 Lorilyn Wilson, CPA | @Lorilynwilson https://highrock.co/nucleus/ Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia.  12 Oluko  = enterprise asynchronous learning platform 17 Advisors, CFOs, CPAs unite 19 Look Ahead… 22 Are you living your best life? 25 Stress triggers 27 Seasonal depression is a real thing 29 You have to take time for yourself 31 An outgoing introvert 35 Can we talk about digital assets? 37 What's a bot? 41 Build a lifestyle firm to realize your own dreams

#5minLy | Client Success Teams Episode 06 GROWTH | EFFICIENCY Hello and welcome. We are all the Sons of CPAs. Join us with this weeks #5minLy with your hosts Michael Ly and Scott Scarano. #5minLy defined: 1.  A period of time equal to about a twelfth of an hour, sometimes an eighth... 2.  Sons of CPAs Bonus episodes where Michael Ly and Scott Scarano discuss some choice articles from Karbon Magazine  https://karbonhq.com/resources/if-you-standardize-one-process-this-year-make-it-this-one/

Episode #15 The Podfather (feat. Blake Oliver, CPA) recorded 6/14/2021 Blake Oliver, Founder of The Cloud Accounting Podcast Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano. 2 the Cello and Money and growing up in a Gentile bubble 36 larger CPA firms are giant pyramid schemes 38 what’s a product marketer? 40 ExpensiCon 3.0 on Mars 41 an almost fully automated engagement for $1k/mo 42 software companies are so weird 46 Dude SCOTT! for the love of God, let him SPEAK! 47 the next generation of firm owners 50 tips for better podcasting 1.0 ok Blake, did you track TIME? 1.3 will tax software ever be on the cloud? 1.4 will HubDoc ever be inside of Xero? 1.5 Blake’s side project, EarMark! 1.8 CPAs creating their own CPE courses for podcasts! 1.11 the best stuff in our profession is professionals talking to professionals 1.13 shout out to Rod Drury for creating Blake, a Greek God

Sons of CPAs Episode 14 Bonus #5minLy | Back on Slack Episode 05 WORK-LIFE | WORKING REMOTELY Hello and welcome. We are all the Sons of CPAs. Join us with this week's #5minLy with your hosts Michael Ly and Scott Scarano. https://karbonhq.com/resources/how-to-solve-the-5-main-communication-challenges-of-working-remotely/ #5minLy defined: 1.  A period of time equal to about a twelfth of an hour, sometimes an eighth... 2.  This week Michael Ly and Scott Scarano discuss a choice article from Karbon Magazine 

Episode #14 Kicking PITAs and Taking Names (feat. Stephanie Holt) recorded 6/14/2021 Stephanie Holt, Head Guru  Cloud Accounting & Consulting 1 Ackerman’s hoity-toity food blog https://scallionpancake.com/blog/catbirdseat 2 why’d you go the bookkeeper route and not the tax route? 3 people helping people 5 working in the deep south with good ol boys is exhausting 6 marginalized change agents 8 finding losses in the gains 10 transparency and accountability 11 the key to breaking bad habits 14 getting snowballed by some ex’s 18 break to pay the kids tutor 19 how do you go about firing a client? 21 do you rate your clients and give out PITA factors? ***shout out to Ed at Tax 1099*** 23 not firing clients…raising prices 26 working with the Steady Eddies 28 setting expectations and the roadmap to success

Episode #13  recorded on May 24, 2021 “FOMO Dave” Emmerman, EA  Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano.  4 Both Dave’s parents had practices!  5 should out to the year-old Newfoundland puppy, Sophie!  8 The challenges with buying 14 practices in 9 years!  9 topping out at 1,000 returns per partner! That’s insane…  13 providing value through conversations  15 underpricing individual tax returns = undercutting ourselves as an industry  19 Dave’s Doc Brown Moment!  24 The art of getting Team buy-in  25 flying from NY to SF, Dave's first visit to the Xero office  ***shout out to Frankie***  27 Finding Your Vertical  30 from 80/20 Tax/Accounting to a 50/50 split!  33 An industry that is ripe for change and making an impact as an ambassador for change  ***shout out to Ben Richmond***  35 leaving the rat race to actualize your real potential  36 selling off your practice  37 commanding a higher valuation by being tech-forward  41 what do you think is holding Xero back in the US?  ***shout out to Xero (here’s another free one)***  44 brand recognition  48 propagating problems  52 don’t sell benefits to accountants  53 the US market is now the #1 focus for the Xero product team  54 working at Xero and Dave’s favorite tax season