Accounting High

#5minLy | The Voice of the Heroes + the Coach Episode 04   GROWTH | STRATEGY | PERFORMANCE Hello and welcome. We are all the Sons of CPAs. Join us with this week's #5minLy with Michael Ly where we feature an article of our choice from Karbon Magazine with your hosts Michael Ly and Scott Scarano. https://karbonhq.com/resources/how-to-optimize-visibility-across-your-firm-to-uncover-growth-opportunities/

Episode #12   Reverse Engineering your Firm (feat. Kenji Kuramoto, CEO)  recorded 5/17/2021 Kenji+ Kuramoto, CPA https://acuity.co/ Hello and welcome. We are all 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 all 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. 1 big time CEO here, holy triple digits! 2 Arthur Anderson 4 Big public accounting experience 8 You have to want to play that game to get to Partner 10 backing into things as an entrepreneur 13 people hire you because they like you? 14 are you smart or are you nice? ***shout out to Josh Lance*** 17 CRYPTO 18 it’s fun to find some Niches ***shout out to Will Lopez*** 25 CFO World vs Tax World 27 billing Time and Hours ***shout out to Liz Mason*** 35 Working in the pricing matrix 36 how do you tell a client they’re not a good fit? 39 what’s one mistake you made at Acuity? 40 Growing fast and losing money 41 Customer Success and Customer Retention ***shout out to Delighted*** https://delighted.com/ ***shout out to SalesForce*** salesforce.com 45 going after the ScaleFactor team, post bust 47 shout out to the 18 official Acuity TechStack Partners

#5minLy | Work-life Harmony Episode 03  1.  A period of time equal to about a twelfth of an hour, sometimes an eighth... 2.  Michael Ly and Scott Scarano discuss a choice article from Karbon Magazine  https://karbonhq.com/resources/how-to-break-the-always-on-cycle-and-boost-productivity/

Episode #11 Beyond Building Momentum (feat. Nikole Mackenzie, CPA) recorded 5/10/2021 Nikole Mackenzie, CPA https://momentumaccounting.com/ 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. 0 https://en.wikipedia.org/wiki/Harem 2 the parallels of sports and business 3 shout out to Tammy 4 as a woman, tackling another woman 5 picking up golf during COVID 7 working with an NFL player who was paying $400k in accounting fees! ***NOT sponsor slot*** (kidding, Bill.com) ***NOT sponsor slot*** (kidding, Go Proposal?) 11 working with no scope 20 shout out to the Momentum Team  25 what’s the ultimate goal for Momentum? 27 shout out to Will Lopez 29 why do you think it’s important that the team has excess capacity? 32 what do you use to measure scope? ***NOT sponsor slot*** (what’s up, Practice Ignition?) 34 TIME 37 remember Xero’s payroll module? 39 when does a client need to hire Momentum? 41 Momentum’s ideal client! ***NOT sponsor slot*** (shout out to QuickBooks Desktop, JUST KIDDING) 42 leverage technology to automate what we do 43 the problems with the family business 44 shout out to Marcus 45 do you get an ROI on the time spent on LinkedIn? 46 ProVisors  50 what piece of technology is missing in the accounting space? 52 creating recurring revenue through automation

#5minLy | The Cult of Personality Episode 02 https://karbonhq.com/resources/building-a-strong-accounting-firm-culture/ "#5minLy defined" 1.  A period of time equal to about a twelfth of an hour, sometimes an eighth... 2.  Michael Ly and Scott Scarano discuss a choice article from Karbon Magazine  https://karbonhq.com/resources/building-a-strong-accounting-firm-culture/

Episode #10 Paperless since 1999 - The Oracle, Queen, Wizard, and Trailblazer (feat. Donna Bordeaux, CPA) recorded 5/5/2021 Donna Bordeaux, CPA https://calculatedmoves.com/ 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. We could have called this, the children of CPAs, but that kind of sounds like a horror movie. 3 **sponsor slot** (sup? Xero) 4 paperless in 1999 6 outsourcing in 2005 8 develop or document a process 9 clients want results 10 falling into a Niche market Pottery Studios 12 Niche #2 Campgrounds! 18 Pricing your Niche clients 18 Marketing your Niche clients 20 using client’s Tax Waste to justify your Prices 21 Advisory clients vs DIY clients 24 focused 100% on MRR 25 the future, Automation of routine tasks 28 automating the sales process 30 TAX 31 **sponsor slot** (sup? LivePlan) 32 Cash registers and Calculators 33 Numbers and Technology 35 a business you can work ON not IN 37 don’t work with anyone you can’t provide value to 39 World Domination 42 Changing your Firm Name 44 The Trailblazers 45 shout out to Marjorie in Texas 48 being the Queen in the Chess of Life 50 King and Queen CPA firms

#5minLy | The Onboarding Passport Episode 01 https://karbonhq.com/resources/get-new-hires-up-to-speed-quickly-and-painlessly-by-mastering-staff-onboarding/ "5minLy defined" noun a period of time equal to about a twelfth of an hour -  https://karbonhq.com/resources/get-new-hires-up-to-speed-quickly-and-painlessly-by-mastering-staff-onboarding/

Episode #9 Total Control Accounting (feat. Marcus Mire, CPA) recorded April 14, 2021 Marcus Mire, CPA https://mire.group/ 5 shout out to Stephanie Mire 5 shout out to Tyler Warner 14 **sponsor slot** (just kidding, Practice Ignition) 19 **sponsor slot** (just kidding, Practice Ignition) 21 shout out to Quentin, John, and Stephanie 26 shout out to Niks 26 shout out to Acuity 30 shout out to Zachary Call 39 shout out to Cal Newport 40 Ackerman thinks he figured out the cause of COVID-19 43 TIME 50 the birth of Total Control Accounting, shout out to Tyler 55 shout out to Stephanie 55 **sponsor slot** (just kidding, Gusto) 55 **sponsor slot** (just kidding, Xero)

Episode #8 FlyAccounting and Padgett (feat. Jeff Phillips, CEO) recorded April 7, 2021 Twitter @jeffphillips_ https://www.accountingfly.com/ twitter @accountingfly 1 son of an EA 3 Baylor’s 2021 National Champion 5 shout out to Bruce Phillips (no relation) 6 grinding it out with AccountingFly 8 the biggest challenges for firms today 9 product-market fit 11 leadership during a crisis 13 managing people remotely 14 obsessed with systems and systems of systems 17 **sponsor slot** (just kidding, AccountingFly) 20 I’m going to hire someone that’s going to live in an RV for a month 22 Padgett: making the franchise model in accounting work 27 what’s your vision for Padgett? 28 how do you get Baby Boomers to modernize? 30 the partnership model in accounting today 32 we do talk about TIME a lot 34 tracking time as a leading indicator 36 the problem with working at the big 4 38 owning Going Concern 42 if you’re making tons of money, why do you need to change? 45 generational talent suppression 48 $150 tax returns!? 50 **sponsor slot** (just kidding, AICPA) 50 **sponsor slot** (just kidding, Thompson Reuters) 52 the current technology stack

Episode 7 Joshua Lance, CPA - recorded on March 24, 2021 (RIP Josh) Founder of https://lancecpa.com/ and Table HR https://tablehr.co/ Head of Accounting at https://www.practiceignition.com/ Adjunct Faculty at https://www.northwestern.edu/ & https://www.uvm.edu/ twitter @lancejd1 josh@lancecpa.com Joshlance.com 1 a firm, a group, and a practice 2 introverts and jerks 5 do the opposite - https://www.youtube.com/watch?v=rag0Z1nTJOc 9 your firm vertical or niche or niché 10 creating a client community 13 standardizing processes 15 restructuring your 18 person firm 20 stop giving away free advice 21 identifying advisory accountants and compliance tax preparers 24 team titles 25 introverted visionaries and extroverted integrators 26 community, clients, consultants, and careers 27 **sponsor slot** (just kidding, practice ignition) 30 getting your processes in order 32 put your money where your mouth is 34 TIME 35 tracking time as a leading indicator 36 time as a capacity planning metric 41 getting rid of time and bringing it back 45 how to make an Ackerman quit your firm 47 time is a crutch 49 lab rats and the rat race and employees 51 **sponsor slot** (just kidding, Xero) 52 **sponsor slot** (just kidding, Karbon) 53 Lotus + Accelo + Trello = Karbon