Accounting High

Episode 222 Sign up for Workflow Queen's Breakthrough for Bookkeepers & Accountants for $1,000 OFF Sale dates: August 23rd - August 30th https://www.breakthroughwithsystems.com/join-live  FACULTY: Chris Hervochon, CPA aka 'The Herv' CLASS: #Shoperations In this episode of Shoperations at Accounting High, Chris Hervochon, CPA aka "The Herv" shares his journey from high school accounting to founding A Better Way CPA. Chris delves into his strategies for using automation and advisory services to grow his firm. He also discusses his experiences with Leadership Academy, the importance of networking, and the role of Herve AI in enhancing accounting processes. Whether you're new to the accounting world or looking to break through business ceilings, this episode is packed with insights and practical advice to help you streamline operations and scale your firm. 📣 Shout Outs: Shannon Weinstein, Zapier, Make, AICPA, Barry Melancon, Gary Wood, Zendesk, Karbon, Keeper, Scrutinize, Verify IQ, Ignition, Herve.ai, Better Way CPA Chapters: 00:00 Introduction  04:17 High School and College Journey  07:16 Transition to Accounting and CPA Journey  07:38 Starting a Side Hustle  10:42 Building a Firm and Finding a Niche  13:02 Automation and Technological Innovations  23:51 Overcoming Rejection and Finding Success  24:49 Taking the Leap: Quitting the Job  25:46 The Importance of Networking  26:56 Defining and Delivering Advisory Services  30:26 Sales and Discovery Process  34:46 Marketing Strategies and Client Acquisition  36:36 Innovating with Herv AI  42:16 Future Aspirations and Final Advice 🔗 Connect With Us On LinkedIn! 🔗 Chris Hervochon, CPA 📎 https://www.linkedin.com/in/chrishervochon/ Better Way CPA 📎 https://www.linkedin.com/company/betterwaycpa/ 📎 http://betterwaycpa.com Herv.ai 📎 https://www.linkedin.com/company/herv-ai/ 📎 https://www.herv.ai/ Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Coaching Vs Consulting, CFO Lite, Chris Hervochon, Financial Automation, Business Advisory Services, Workflow Optimization, Accounting And Bookkeeping, Monthly Financial Reviews, Zapier Integration, Make Integration, Small Business Advisory, Professional Services Automation, AI In Accounting, Herv.AI, CPA Journey, Accounting High Podcast, BNI for Accountants, Tech In Accounting, EOS Implementation, Soft Skills For Accountants, Scaling Accounting Firms

Episode 221 FACULTY: Zane Stevens, CA CLASS: #Shoperations In this episode of Accounting High, Scotty is in shop class with Zane Stevens, founder of Protea Financials. Zane takes us through his journey from South Africa to California, where he set up a thriving accounting firm specializing in the wine industry. They chat about the importance of good communication, finding your career niche, and using professional networks to grow. Zane also points out the cool perks of having a team spread across South Africa. Join in for some solid advice on career growth, managing a remote team, and tips for budding accountants trying to carve out their path. 💛 Sign up for Workflow Queen's FREE The POWER to Breakthrough Bootcamp: https://learn.workflowqueen.com/power-bootcamp Bootcamp dates: August 19th - August 23rd 📣 Shout Outs: Nikole Mackenzie, ProVisors, Karbon, Slack, WhatsApp, Zoom, Skype, Microsoft Teams Chapters: 0:00 221 Teaser  02:25 Introduction  04:51 Journey into Accounting  05:51 Starting Protea Financial  09:03 Expanding Beyond Wineries  15:02 Building a Team in South Africa  29:25 Internal Communication Tools  32:19 Relocating to the U.S.  33:56 Business Development and Marketing  37:03 The Power of LinkedIn  39:40 Starting Podcasts  42:46 Protea Conversations Podcast  53:06 Final Thoughts and Advice 🔗 Connect With Us! 🔗 Zane Stevens, CA 📎https://www.linkedin.com/in/zane-stevens/ Protea Financials 📎 https://www.linkedin.com/company/protea-financial/ 📎 https://proteafinancial.com/ Protea Weekly Podcast 📎 https://open.spotify.com/show/1ys5AIAIqd1Sgl01uczbRK 📎 https://www.youtube.com/@proteaacademy1703 Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, communication tips, accounting niche, wine industry, accounting services, word of mouth, business growth, podcasting, U.S. immigration, work-life balance, remote teams, South Africa, mentorship, Protea Financial, client relationships, workflow optimization, business development, scaling business, professional networking, bookkeeping services, financial compliance

Episode 220 💛 Sign up Workflow Queen's FREE The POWER to Breakthrough Bootcamp: ⁠https://learn.workflowqueen.com/power-bootcamp⁠ Bootcamp dates: August 19th - August 23rd 2024 FACULTY: Alyssa Lang aka The Workflow Queen CLASS: #TheGuide In this episode, hang out in the guidance counsel office with Alyssa Lang as she spills the beans on her journey from bartending on the side to reigning as the Workflow Queen. She tells how her side hustle became a successful million-dollar business. Learn how Alyssa navigated her career and personal obstacles to emerge as a pioneer in the accounting and bookkeeping community. 📣 Shout Outs: Drake Tax Software, QuickBooks Online, Xero, Ben Robinson’s Bookkeeper Launch, Asana, Serena Shoup, Karbon, Alex Beaton, Ariel Schiffer’s Dreampro Courses Chapters: 0:00 Teaser  03:58 Introducing Alyssa  04:31 College Days and Career Shifts  05:49 The Start of the Tax Hustle  10:48 Transition to Bookkeeping  13:20 The Birth of Workflow Queen  17:21 Challenges and Growth  22:01 Joining Together We Launch  22:40 Overcoming Initial Rejections  23:15 Learning the Art of Launching  24:01 First Successful Launch  25:50 Dealing with Money Mindset Issues  28:54 Gaining Recognition and Expanding Influence  32:48 Creating the Breakthrough Program  34:59 Launching and Refining Breakthrough  41:47 Reflections and Conclusion 🔗 Connect With Us! 🔗 Alyssa Lang 📎 https://www.linkedin.com/in/alyssa-lang-wq/ 📎 https://www.linkedin.com/in/alyssa-lang-mb/ Workflow Queen 📎 https://www.linkedin.com/company/workflow-queen/ 📎 https://www.workflowqueen.com/ 📎 https://www.linkedin.com/company/workflow-queen/ Magnetic Bookkeeping 📎 https://www.linkedin.com/company/magnetic-bookkeeping/ 📎 https://www.magneticbookkeeping.com/ 📎 https://www.instagram.com/magneticprofits/ Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: The Guide, Accounting High, Accounting, Podcast, Guidance, Vision, Firm Owners, Advice, entrepreneurship, Workflow Queen, Alyssa Lang, business growth, success strategies, breakthrough, marketing coach, bookkeeping, tax business, mindset development, workflow management, coaching success, business systems, team hiring, productivity, Asana setup, tax practice, online courses, business automation, Alyssa Lang podcast

Episode 219 Sign up for Workflow Queen's FREE The POWER to Breakthrough Bootcamp: https://learn.workflowqueen.com/power-bootcamp *Bootcamp dates: August 19th - August 23rd, 2024 FACULTY: Questian Telka, EA CLASS: #TheGuide Join us as Questian Telka, an experienced accountant with a passion for nonprofit work, discusses her journey, challenges, and successes in the field. Learn about her unique approach to nonprofit accounting, particularly within disability advocacy, and her dedication to helping these organizations thrive. Discover her tips on scaling a business, finding a niche, and trusting one's instincts. Tune in to see how she balances her professional aspirations with her personal mission. 📣 Shout Outs: Deloitte, Misty Schachtell, Theatre of Public Speaking, Megan Tarnow, Fast Fund, Xero, QuickBooks, Google Suite, Gusto, Anchor, Keeper, Dext, Keeper Receipts, Ben Stein, Appy Camp, Jason Staats, Karbon, Right Tool, UnCat, Tara Kelley Chapters: 00:00 Teaser 02:39 Introduction 03:13 The Origin of the Name 'Questian'  04:01 Journey into Accounting  04:42 Nonprofit Experience and QuickBooks Mastery  07:10 Transition to Entrepreneurship  13:30 Personal Connection to Disability Advocacy  19:23 Teaching and Public Speaking  23:27 Navigating Nonprofit Accounting  23:53 Marketing Strategies for Niches  24:13 Client Acquisition and Referrals  25:11 Leveraging YouTube and LinkedIn  25:38 Starting a Podcast  26:28 Future Aspirations and Nonprofit Vision  27:32 Balancing Work and Passion  29:33 Client Selection and Best Practices  32:03 Software and Tools for Nonprofits 🔗 Connect With Us On Linkedin! 🔗 Questian Telka 📎 https://www.linkedin.com/in/questian-telka-ea-78383666/ ReQoncile Financials 📎 https://www.linkedin.com/company/reqoncile-financials/ 📎 https://www.reqoncilefinancials.com/ Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: #TheGuide #AccountingHigh #Accounting #Podcast #Guidance #Vision #FirmOwners #Advice #NonprofitAccounting #DisabilityAdvocacy #AccountingScaling #QuickBooksNonprofits #EASpecialist #NonprofitBookkeeping #FinancialHealthNonprofits #AccountingNiche #GovernmentGrants #RestrictedAssets #QuickBooksClasses #EffectiveBookkeeping #NonprofitBranding #WorkflowQueen #AccountingBootcamp #QuestianTelka #Mission-DrivenAccounting #AccountingHigh #AccountingFlexibility #NonprofitTaxation

Episode 218 FACULTY: Lukas Sundahl, CMA CLASS: #Shoperations In this episode, Lukas Sundahl, the Founder of Accounting Couture, discusses the opportunities in accounting and explains the differences between CMA and CPA. Discover insights into offering Fractional CFO services, implementing EOS, and valuable advice for aspiring accountants considering different certifications. Plus, he talks about how he turned his interest in accounting into a successful personal brand. 📣 Shout Outs: Backbone CFO, Michael King, The CFO Accelerator, QBO, Business Central, Microsoft, Gary Vaynerchuk, Dan Martell, Gino Wickman 📚 Book Recommendations 📚 Crushing It by Gary Vaynerchuk Buy Back Your Time by Dan Martell Traction by Gino Wickman ⬇️Episodes Referenced⬇️ Episode 170 - Accelerating Impact by Thinking Differently (feat. Michael King, CFO) https://open.spotify.com/episode/55ejcvgcbi21ZzgD1ID6jx?si=5HkgamdcQSmhAb6l8sTZ_Q Chapters: 0:00 Teaser  02:20 Lucas Sundahl's Journey  03:05 Transition to Accounting  04:36 Career Progression in Accounting  06:01 Choosing the CMA Over the CPA  09:10 Starting Accounting Couture  10:51 Building a Brand on TikTok  16:49 Networking and Opportunities  18:05 Offering CFO Services  23:24 Joining a Fractional CFO Firm  25:24 Introduction to Backbone CFO  25:35 The Role of a Fractional CFO  27:13 Systematizing with EOS  28:22 Building Backbone's Offerings with EOS  29:50 Team Structure and Growth  30:54 Focusing on High-Value Work  38:53 Promoting Accounting Couture  43:09 Buy Back Your Time  45:46 Parting Advice and Mentorship 🔗 Connect With Us On LinkedIn! 🔗 Lukas Sundahl 📎 https://www.linkedin.com/in/lukasnsundahl/ Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: #Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #FractionalCFO #AccountingServices #CMAvsCPA #EOSImplementation #LukasSundahl #AccountingCareer #TikTokMarketing #CPAExam #CMAExam #CFOServices #BusinessStrategy #ERPSystems #AccountingCouture #AccountingCreativity #ManagementAccounting #FinanceDegree #EntrepreneurialOperatingSystem #StrategicPlanning #ManufacturingAccounting #FinancialForecasting

Episode 217 FACULTY: Chayton Farlee CLASS: #TheGuide Join us in this enlightening episode where young accounting professional Chayton Farlee shares his journey of discovering the vibrant side of accounting beyond the classroom. Tune in to hear his insightful conversation on breaking free from the traditional 'Big Four' mindset, the importance of real-world experience, and his passion for making accounting both fun and impactful. 📣 Shout Outs:  Blake Oliver, David Leary, Cloud Accounting Podcast, Logan Graff, Jason Staats, Ryan Lazanis, Liz Mason, XeroCon, Scaling New Heights, Randy Crabtree, The Unique CPA, EY, Xero, QuickBooks, TaxDome, Karbon, Ramp, Ignition, Relay Chapters: 0:00 Teaser  1:54 Meet Chayton Farlee 2:19 Discovering a New Path in Accounting  4:00 Choosing Between Big Four and Small Firm  4:40 The Importance of Family and Work-Life Balance  14:05 Chayton's Podcast: Networking and Learning  19:07 Applying Knowledge to Internship  23:53 Real Life Accounting vs The Classroom  26:41 The Future of Accounting  28:56 Breaking Free from the Big Four  29:44 The Pipeline Problem  36:41 The Importance of Soft Skills  37:55 Diverse Client Portfolios and Services  38:48 Exploring the Tech Stack  44:22 Xero, XeroCon, and the Xero Rap  51:17 Advice for Aspiring Accountants 🔗 Connect With Us On Linkedin! 🔗 Chayton Farlee 📎 https://www.linkedin.com/in/chaytonfarlee/ The Accounting Conversations Podcast 📎 https://open.spotify.com/show/5J7B7qft08XDn975BvE8Qo?si=b64ee72daf274ee5 Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: The Guide, Accounting High, Accounting, Podcast, Guidance, Vision, Firm Owners, Advice, Accounting Journey, Chayton Farlee, Internship Experience, Big Four vs Small Firm, Accounting Podcasts, Remote Firm, CAAS Firms, Accounting Education, Work-Life Balance, Family Priorities, Career Paths, Young Professionals, Accounting Innovation, Networking Tips, Real World Accounting, Tech Stack, XeroCon, TaxDome Implementation, Bookkeeping, Small Business Advisory

Episode 216 FACULTY: Alyssa J. Dillon CLASS: #SocialStudies In this episode, we explore the inspiring journey of Alyssa J. Dillon from an unwilling accounting student to a successful entrepreneur and profit strategist. Learn how Alyssa built her brand, established herself as a marketing expert, and how she now mentors accountants on leveraging social media and marketing strategies to grow their firms. This episode is packed with insights on overcoming imposter syndrome, harnessing the power of social media, scaling businesses, and much more. Tune in to discover the keys to taking your accounting practice to the next level! 📣 Shout Outs: Randy Crabtree, Jody Grunden Chapters: 0:00 Teaser 01:29 Introduction 01:42 Discovering Accounting High 02:33 Alyssa's Journey into Accounting 04:37 From College to CFO 06:10 Starting a Fractional CFO Company 07:40 Building an Online Presence 09:45 Creating a Unique Value Proposition 13:33 Transition to Teaching Accountants 24:20 Marketing for Accountants: Beyond the CPA License 26:11 Overcoming Visibility Challenges in Marketing 26:58 Leveraging Social Media for Business Growth 30:17 Building a Team and Transferring Authority 34:12 Scaling Your Business: Mindset and Strategies 40:01 Final Advice for Aspiring CEOs 🔗 Connect With Us On Linkedin! 🔗 Alyssa J. Dillon 📎 https://www.linkedin.com/in/alyssa-dillon/ 📎 https://alyssajdillon.com/ Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: SocialStudies, AccountingHigh, Accounting, Podcast, Marketing, SocialMedia, Market Grow, Teach Lead, Account High, Business Strategy, Profit Mindset, Entrepreneur, Marketing Tactics, Fractional CFO, Online Presence, Finance Tips, Business Coaching, Accounting Strategy, Digital Marketing, Social Network Marketing, Growth Mindset, Business Development, Marketing Tips, Financial Strategy

Episode 215 FACULTY: Samantha Musser, CPA CLASS: #TheGuide In this episode of Accounting High, we sit down in the guidance counselor’s office with Samantha Musser, CPA also known as 'The Happy Accountant'. Samantha shares her journey from studying fashion merchandising to becoming a CPA and starting her own accounting firm. She discusses the key to happiness in the accounting profession. Learn about Samantha's unique approach to creating a happy and efficient accounting practice, her strategies for maintaining work-life balance, and her upcoming venture to help other accountants build their own successful practices. 📣 Shout Outs: Monday.com Chapters: 0:00 Teaser  01:49 Introduction  03:26 Samantha's Journey into Accounting  05:52 Building a Happy Accounting Firm  14:54 Being a Happy Accountant  23:17 Finding Happiness in Business  23:46 The Happy Accountant Persona  24:58 Client Relationships and Challenges  27:19 Core Values and Firm Name  33:02 Saying No and Specialization  36:59 Future Goals and Community Building 🔗 Connect With Us On Linkedin! 🔗 Samantha Musser 📎 https://www.linkedin.com/in/samanthamussercpa/ 📎 https://www.instagram.com/samanthamussercpa/ Chime CPA 📎 https://www.chime.cpa/ Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: Accounting, Happiness, CPA, Firm, Outsourcing, Efficiency, Business, Processes, Clients, Workflow, Marketing, LinkedIn, Remote, Growth, Innovation, Community, Consulting, Tax-free, Work-life balance, Course

Episode 214 FACULTY: Yuri Kapilovich, CPA CLASS: #Shoperations In this episode of Accounting High, Scott interviews Yuri Kapilovich, the 'Fun CPA,' to discuss his non-traditional approach to running a CPA practice. They explore Yuri's career journey from numerous CPA firms to his own practice, emphasizing his pursuit of individual tax over corporate tax and his strategy for maintaining a balanced and enjoyable work life. Scott and Yuri discuss the challenges of scaling his firm while preserving his lifestyle, and the unique value he offers to clients and potential hires. 📣 Shout Out: EY Chapters: 0:00 Teaser 02:54 Yuri's Journey to Becoming a CPA 07:30 Challenges in Public Accounting 13:28 Decision to Go Independent 18:31 Starting the Fun CPA Brand 26:48 Lifestyle Changes 28:10 Firm Hard Numbers 28:56 Deciding on Future Growth 29:31 To Scale or Not to Scale, That is the Question 39:47 Marketing and Client Acquisition Options 45:42 Final Thoughts and Future Plans 🔗 Connect With Us On Linkedin! 🔗 Yuri Kapilovich 📎 https://www.linkedin.com/in/ykapilovich/ Kapilovich & Associates, LLC 📎 https://www.linkedin.com/company/ykallc/ 📎 https://www.thefuncpa.co/ Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: Tax Practice, CPA Career, Accounting Career, Business Growth, Tax Season, CPA Journey, Accounting Firm, Business Owner, CPA Advice, Small Business, Financial Planning, Tax Strategy, Accounting High, CPA Lifestyle, Business Scaling, Accountant's Life, Tax Preparation, Accounting Tips, CPA Success, Public Accounting, Shoperations, AccountingHigh, Accounting, Podcast, ShopClass, FirmOperations, SystemsAndProcesses

Episode 213 FACULTY: Naomi Granger, CPA CLASS: #TheGuide In this episode of Accounting High, Scotty interviews Naomi Granger, CPA, founder of The National Association of Cannabis Accounting and Tax Professionals (NACAT) and the historic co-founder of Dope CFO. Naomi shares her journey from traditional corporate accounting to the niche field of cannabis accounting, highlighting the industry's growth, challenges, and complexities. They discuss regulatory issues, the importance of niche expertise, social equity programs, and the broader implications of recent changes in cannabis scheduling. Chapters: 0:00 Teaser 03:33 Discovering the Cannabis Industry 12:24 The Legal Landscape of Cannabis 14:00 Intoxicating Hemp 16:45 The Future of Cannabis Regulation 18:30 Building the Cannabis Accountants Association 20:55 Impact of Schedule 3 on Cannabis Businesses 23:51 Banking Challenges for Cannabis Businesses 31:11 Hope for the Future    32:08 Social Equity in the Cannabis Industry 36:03 Certified Cannabis Seed Counters 40:50 Conclusion and Contact Information 🔗 Connect With Us On Linkedin! 🔗 Naomi Granger 📎 https://www.linkedin.com/in/naomigranger/ National Association of Cannabis Accounting and Tax Professionals 📎 https://www.linkedin.com/company/nacatpros/ 📎 https://nacatpros.org/ Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: TheGuide, AccountingHigh, Accounting, Podcast, Guidance, Vision, FirmOwners, Advice, Cannabis, Accounting, Compliance, Cannabis Accounting, Cannabis Tax, Cannabis Regulation, Social Equity, Cannabis Business, Cannabis Industry, Schedule 3, 280E Tax, Cannabis Compliance, CPA, Cannabis Finance, Cannabis Legal, Hemp, Marijuana Tax, Cannabis Banking, Cannabis Legalization, Marijuana Industry