Make It Count

David Lam

The Make It Count podcast features interviews with top-tier accounting, finance, and tax leaders from the Big 4, accounting firms, industry, and the CFO's office. Through their personal stories and career paths, we aim to deliver valuable insights and empower you with the knowledge to excel professionally. We delve into the defining moments, the challenges conquered, and the real-world experiences from those at the forefront. Grab your headphones and join us as we Make It Count!

Episodes

  1. Building a Modern Firm: Remote Culture, Tech-Driven Growth & Buying KPMG Spark | Matt Tait, Founder of Decimal

    14/08/2025

    Building a Modern Firm: Remote Culture, Tech-Driven Growth & Buying KPMG Spark | Matt Tait, Founder of Decimal

    Matt Tait is the CEO and co-founder of Decimal, a fully remote, tech-forward accounting firm that’s transforming the way small businesses manage bookkeeping, tax, and back-office operations. With a background that spans law, sales, and entrepreneurship, Matt brings a dynamic, future-focused perspective to an industry often stuck in the past. Under Matt’s leadership, Decimal has scaled rapidly, serving hundreds of businesses nationwide and acquiring KPMG Spark to become one of the largest bookkeeping and tax firms in the U.S. His mission? To simplify accounting, empower business owners, and build firms that reflect their founders’ life goals, not the other way around. Matt is also the voice behind After the First Million, a podcast where he explores the real, messy middle of growing a business with fellow entrepreneurs. In this episode of Make It Count, we delve into how Matt’s multidimensional experience, spanning from launching startups to leading innovation at Somerset CPAs, has shaped his vision for a more human and intentional future in accounting. In this episode, we dig into: Matt’s journey from law school to leading a top-tier modern accounting firm Why he believes AI and automation should assist, not replace, accountants The secrets behind Decimal’s growth and operational playbook His experience acquiring KPMG Spark and what it taught him about scale Building a remote-first, tech-enabled firm that feels human Why partnerships, not cold outreach, have fueled Decimal’s growth How the next wave of firm owners can build for freedom, efficiency, and impact And so much more Some Takeaways: 1. Hybrid Backgrounds Drive Innovation: Matt’s unique experience across law, tech, and entrepreneurship allows him to question legacy systems and build bold new models that prioritize both precision and scalability. 2. Accounting Should Serve the Entrepreneur: Decimal's client-first philosophy focuses on building accounting systems that support how founders want to live and lead, not force them into rigid structures. 3. Tech is a Tool, Not the Goal: From workflow automation to client portals, Matt sees technology as a way to deepen human connection, speed up onboarding, and create more meaningful advisory relationships. 4. Firm Design is Leadership Strategy: A modern firm isn't just about services; it's about culture, process, and purpose. Matt shares how intentional firm design can unlock balance, scale, and long-term satisfaction. 5. The Messy Middle Matters: On After the First Million, Matt uncovers the unpolished truths behind building a business, offering practical insights and honest stories that help entrepreneurs feel less alone in their journey. 6. Modern Firms Reflect Modern Life: Fully remote, flexible, and values-driven, Decimal is proof that accounting firms can grow fast and stay human, leading with both efficiency and empathy. Where to Find Matt Tait: Website: https://www.decimal.com LinkedIn: https://www.linkedin.com/in/mtait83/ Podcast: After the First Million In this episode, we cover: 01:55 Introduction and Background 03:03 The Accounting Landscape in Indianapolis 07:27 Decimal's Unique Approach to Accounting 09:01 Change Management and Technology Implementation 15:30 Reflections on Five Years of Decimal 21:16 Brand Awareness and Marketing Strategies 28:05 Transforming Accounting Firms for Profitability 29:16 Building a Pyramid Structure for Success 32:17 The Importance of Partnerships in Accounting 35:23 Challenges of VC-Backed Accounting Firms 40:05 AI as a Co-Pilot for Accountants 46:41 The Future of the Accounting Industry 51:27 The Fast Five Questions For inquiries about sponsoring the podcast, please contact us on our social media.

    55 min
  2. From Firm Owner to Founder of WAVE: Community, AI and a new accounting conference | Erin Pohan, Founder of Upkeeping, LLC

    18/05/2025

    From Firm Owner to Founder of WAVE: Community, AI and a new accounting conference | Erin Pohan, Founder of Upkeeping, LLC

    Erin Pohan is the founder of Upkeeping, LLC, a bookkeeping firm built on the belief that small business owners thrive when they understand their numbers. Her passion for financial education, tech-savvy solutions, and community empowerment has made her a standout voice in modern accounting. Now, Erin is launching WAVE, Women in Accounting (& Finance) Visionaries and Entrepreneurs, a one-day, in-person “pro-ference” happening in May, 2025, in Seattle. Designed to foster connection, collaboration, and growth, WAVE brings together forward-thinking women in accounting and finance through dynamic speakers, peer strategy sessions, a tech round focused on AI tools, and a live podcast recording, all in a vibrant, community-driven setting. Before launching Upkeeping, Erin worked with firms like Brown, Bench, Wright & McLeod, and John E. McGovern & Associates, specializing in payroll, tax preparation, and financial reporting for small businesses. She later joined Freedom Learning Group, where she served as a Subject Matter Expert and Project Manager, developing accounting curriculum and leading remote teams to build accessible learning experiences for universities and publishers. In our conversation, we dive into: Her path from receptionist to CPA and business owner The growing role of AI and automation in accounting workflows Why education and mentorship are vital to the future of the field How creating a supportive firm culture leads to better balance and success The rise of boutique firms and what they mean for the industry Her mission to empower women in accounting through community and collaboration And so much more Some Takeaways: 1. Bookkeeping is a Launchpad for Leadership: Starting her career as a receptionist in a small CPA firm, Erin's ascent into entrepreneurship showcases how foundational roles in bookkeeping and administrative support can evolve into powerful leadership positions. Mastery of day-to-day financial operations can lay the groundwork for long-term business ownership and strategic influence. 2. Entrepreneurship is Fueled by Self-Belief and Clarity: Launching a boutique firm requires confidence, a clear vision, and the willingness to make bold decisions. Erin’s leap into founding Upkeeping, LLC stemmed from a desire to define how and with whom she works, reminding aspiring entrepreneurs that clarity of purpose is critical to sustaining independent success. 3. Technology Enhances Human Connection: Erin integrates tools like QuickBooks Online, inventory apps, and AI-powered workflows not just for efficiency, but to free up time for meaningful client interaction. Technology becomes most valuable when it supports communication, streamlines onboarding, and deepens advisory relationships. 4. Community Building is a Catalyst for Change: Erin’s commitment to building a strong local and online community, culminating in the launch of her women-in-accounting proference highlights how collaboration and shared experiences can reshape an industry. Participation in professional communities unlocks partnerships, visibility, and innovation. Where to find Erin Pohan: Website: https://www.upkeeping.co/ LinkedIn: https://www.linkedin.com/in/erinpohan/ In this episode, we cover: 01:36 Introduction to Erin Pohan 06:49 The Global Language of Accounting 13:39 Building a Supportive Firm Culture 19:47 The American Dream of Bookkeeping 25:47 Networking and Community Building 31:38 Embracing Technology in Accounting 35:42 The Evolution of QuickBooks and Its Impact 44:01 Addressing the Talent Shortage in Accounting 50:23 The Fast Five questions References: WAVE Seattle: https://cec4-erin.systeme.io/0cc9badd For inquiries about sponsoring the podcast, please contact us on our social media.

    52 min
  3. From Big 4 to Firm Owner: Accounting, Advisory, and Scaling a Firm | Melissa Armstrong, Founder of SteadyHand Accounting & Advisory

    14/04/2025

    From Big 4 to Firm Owner: Accounting, Advisory, and Scaling a Firm | Melissa Armstrong, Founder of SteadyHand Accounting & Advisory

    Melissa Armstrong is the founder of SteadyHand Accounting & Advisory, a firm dedicated to helping businesses gain financial clarity, optimize operations, and scale strategically. A third-generation accountant, Melissa’s journey began at Deloitte, where she worked in tax compliance before moving into financial planning at Banco Popular. Her career has spanned various roles, including corporate controller positions and advisory roles at firms like Plant Moran. Now, as an independent financial consultant, she provides fractional controller services, financial oversight, and advisory support to businesses that need strategic financial leadership. In our conversation, we delve into: Transitioning from Big Four firms to entrepreneurship The evolution of accounting as a profession The value of fractional controller services for businesses How growing up in an accounting family shaped her career The role of community and networking in business success Leveraging AI and automation in accounting Challenges facing the accounting profession and its future Key Takeaways: 1. Accounting is a Borderless Profession : Despite regional differences in financial regulations and business environments, accounting principles remain universal. Mastering financial fundamentals allows professionals to work across industries and geographies. 2. Entrepreneurship Demands Purposeful Reinvention: Transitioning from a structured corporate role to building an independent firm requires continuous learning and reinvention. Entrepreneurs must develop new skills beyond accounting such as business development, marketing, and leadership, to sustain and grow their ventures. 3. Technology Liberates Human Potential: Automation, AI, and digital transformation are redefining the role of accountants. By leveraging these tools, financial professionals can reduce time spent on transactional tasks and focus on strategic advisory. 4. Authentic Relationships Drive Professional Success: Technical skills are essential, but relationships build careers. Trust, transparency, and strong client communication are key factors in long-term business success. A focus on relationship-building whether with clients, mentors, or colleagues can lead to referrals, partnerships, and new opportunities. 5. The Profession's Survival Requires Evolution: Accounting is undergoing a fundamental shift. With increasing automation, firms that rely solely on compliance work may struggle to survive. The future of the profession lies in strategic advisory, financial planning, and value-driven services. Accountants who embrace change and develop expertise in emerging financial trends will be best positioned for success. 6. Cross-Disciplinary Experience Creates Competitive Advantage: A diverse background in tax, financial planning, and corporate finance provides a well-rounded perspective that benefits businesses. Professionals who expand their expertise beyond traditional accounting such as gaining exposure to business strategy, operations, and technology will have a stronger competitive edge in the evolving industry. Where to Find Melissa Armstrong: Website: https://steadyhandaccounting.com/ LinkedIn: https://www.linkedin.com/in/armstrongmelissacpa/ In this episode, we cover: 01:57 – Introduction to Melissa's Journey 07:45 – The Landscape of Accounting in Puerto Rico 14:52 – Starting Capitalized Consulting 22:40 – The Evolution of the Accounting Profession 24:50 – The Value of Accounting Professionals 31:19 – Embracing AI in Accounting 34:20 – Technology Adoption in Accounting Firms 38:47 – The Fast Five Questions For inquiries about sponsoring the podcast, please contact us on our social media.

    44 min
  4. From Big Four to Building a Firm: Lessons in Accounting, Advisory, and Growth | Doyin Ogunbajo, Founder of ASO Financial

    02/03/2025

    From Big Four to Building a Firm: Lessons in Accounting, Advisory, and Growth | Doyin Ogunbajo, Founder of ASO Financial

    Doyin Ogunbajo is the founder of ASO Financial, a firm dedicated to providing strategic accounting, tax, and financial advisory services to businesses. With over 13 years of experience, he has worked with major clients, including the U.S. Department of Defense, FCC, and Department of Homeland Security. Before launching ASO Financial, Doyin worked at EY, where he specialized in financial reporting and tax solutions, and Deloitte, where he served as an ERS Consultant supporting risk assessment and internal controls for government clients. Today, he leverages his deep expertise to help businesses thrive and navigate financial complexities. In our conversation, we delve into: Transitioning from Big Four firms to entrepreneurship The value of financial advisory services in small businesses How government and nonprofit experience shaped his approach The role of technology in modern accounting firms Business development strategies for firm owners The impact of community and networking in accounting The future of accounting and the profession’s talent shortage Some Takeaways: Accounting as a Universal Skill: Despite differences in regulations and business environments, accounting principles remain the same across industries and regions. Mastering financial fundamentals and adapting them to different contexts is essential for long-term success. Entrepreneurship Requires Adaptability: Transitioning from a structured corporate environment to running an independent firm presents unique challenges. Building a business requires balancing client acquisition, branding, and operational efficiency while staying resilient through uncertainties. Community and Networking Are Key to Growth: Success in accounting isn’t just about expertise—it’s about relationships. Engaging with other professionals, sharing insights, and collaborating within a strong network can lead to new opportunities and business growth. Technology is Reshaping Accounting: Embracing automation, AI-driven insights, and digital tools can help accountants streamline workflows, improve efficiency, and enhance client communication. Staying ahead of technological advancements is crucial for firm owners. Client Communication Must Be Strategic: Effective communication saves time and builds stronger relationships. Setting clear expectations, using automation where possible, and leveraging tools like video messaging can simplify complex financial concepts and improve client interactions. Fixed Pricing Models Build Trust: Shifting from hourly billing to fixed pricing improves transparency, strengthens client relationships, and provides more predictable revenue streams. Businesses benefit from knowing costs upfront, and firms gain stability in long-term partnerships. The Future of Accounting is Advisory-Driven: With automation handling transactional tasks, accountants will need to focus more on advisory roles. Businesses increasingly rely on accountants for strategic financial guidance, making this an essential shift for the industry. Where to Find Doyin Ogunbajo: Website: asofinancial.com LinkedIn: https://www.linkedin.com/in/doyinthecpa/ In this episode, we cover: 01:27 Introduction and Background 04:13 Passion for Accounting 06:37 Cultural Perspectives on Accounting 09:22 Transitioning to Entrepreneurship 11:55 Client Preferences and Impact 14:23 Business Development Strategies 16:56 The Role of Community in Business 22:07 Leveraging Technology for Efficiency 37:52 The Role of AI in Modern Accounting 46:48 The Future of Accounting Professionals 49:30 The Fast Five Questions References: EY: https://www.ey.com

    1 hr
  5. From Freelance Accounting to the Future of Tax Services | Thomas Kim, Founder of Wonderful Tax Group

    02/03/2025

    From Freelance Accounting to the Future of Tax Services | Thomas Kim, Founder of Wonderful Tax Group

    Thomas Kim is the founder of the Wonderful Tax Group, a firm dedicated to simplifying accounting and taxes, and providing personalized financial solutions for individuals and businesses. Previously, he spent over seven years as an Accounting Controller at Tabular LLC, managing everything from financial statements to audit support for diverse industries like tech startups, non-profits, and medical practices. Before that, he played a key role as an Accounting Consultant at CliftonLarsonAllen LLP, streamlining financial operations for a $20MM advertising agency. In our conversation, we delve into: Challenges of transitioning from corporate to freelance accounting The undervalued yet critical role of bookkeeping Why specialization is key in the evolving accounting industry AI’s impact on tax services and accounting automation How to build strong client relationships and trust The role of technology in reshaping accounting workflows Some Takeaways: Balancing Persistence and Patience: Success requires knowing when to push forward and when to pivot. While persistence is crucial for making progress, understanding when to take a step back, re-evaluate, and change strategies is just as important. Bookkeeping’s Value: Bookkeeping is often seen as a low-priority task, but it serves as the foundation for financial decision-making. Without proper bookkeeping, businesses struggle with compliance, cash flow management, and long-term financial planning. Accurate books are an asset, not just a requirement, and recognizing their importance can prevent costly mistakes down the line. Specialization Matters: In an increasingly complex financial landscape, professionals who specialize in tax services, advisory roles, or niche financial services will have a competitive edge. The ability to provide tailored solutions and deep expertise in a specific area will be in higher demand as businesses seek professionals who can address their unique needs efficiently. AI and Automation: While AI and automation are transforming the accounting profession by streamlining processes and reducing manual workloads, they cannot replace human expertise. Accountants and bookkeepers must learn how to integrate AI tools effectively to enhance their work while maintaining the critical thinking and analytical skills that software alone cannot provide. Independence vs. Prestige: Many professionals face the dilemma of choosing between the stability of corporate careers and the freedom of entrepreneurship. While corporate jobs offer structured career progression and prestige, running an independent practice provides autonomy and the ability to build something truly one’s own. Navigating Ethical Dilemmas: Accountants frequently encounter ethical challenges when working with clients who may be disorganized or non-compliant with regulations. Developing strong ethical guidelines and maintaining professional integrity ensures that accountants make decisions that protect both themselves and their clients, even when difficult conversations are required. Where to find Thomas Kim: LinkedIn: https://www.linkedin.com/in/tk365/ In this episode, we cover: 01:13 Introduction and Background 04:16 Transitioning from Corporate to Freelance Accounting 06:45 The Move into Tax Services 09:21 Understanding the Role of an Enrolled Agent 12:06 Client Focus and Industry Experience 17:12 Success and Failure Stories 20:04 Adapting to Technology in Accounting 22:34 The Future of Accounting Technology 35:35 The Role of AI in Accounting 46:03 Future Trends in Accounting 50:18 Fast Five Questions References: TaxJar: https://www.taxjar.com/

    1hr 4min
  • 5 Episodes

About

The Make It Count podcast features interviews with top-tier accounting, finance, and tax leaders from the Big 4, accounting firms, industry, and the CFO's office. Through their personal stories and career paths, we aim to deliver valuable insights and empower you with the knowledge to excel professionally. We delve into the defining moments, the challenges conquered, and the real-world experiences from those at the forefront. Grab your headphones and join us as we Make It Count!

Information

  • Creator
    David Lam
  • Years Active
    2k
  • Episodes
    5
  • Rating
    Clean
  • Copyright
    © David Lam
  • Show Website
    Make It Count