Accounting High: Sophomore Year Accounting High
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- Økonomi
Accounting High is the premier practice management podcast for tax and accounting firms. Join us for some fun and oftentimes colorful conversations about the accounting and tax industry. We are the next generation of accounting professionals questioning the state of the accounting profession.
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213 Compliance Complexities of Cannabis Accounting (feat. Naomi Granger, CPA)
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
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212 Timeless Accounting Strategies: Exit Daily Ops with High Profit Margins (feat. Reza Hooda, FCA)
Episode 212
FACULTY: Reza Hooda, FCA
CLASS: #Shoperations
In this podcast episode, Scotty interviews Reza Hooda, FCA, founder of Capture Accounting and mentor at The Profitable Accountants Community. They dive deep into innovative accounting practices, focusing on results over timesheets. Reza shares his journey from implementing traditional timesheets to focusing on value pricing and the principles of a results-only work environment. They discuss the evolution of his practice, the importance of positioning in the marketplace, and the future potential of a new pricing and proposal software. Reza also offers actionable advice on managing change, increasing efficiency, and leveraging marketing and sales strategies to scale an accounting firm.
Shout Outs:
Ed Mendlowitz, Ron Baker, Mark Wickersham, Jody Thompson, Kali Resler, Karen Rayburn, Simon Sinek, James Ashford, GoProposal, Ignition, Notion, Excel, Loom, Sage
📚 Books Mentioned 📚
Work Sucks and How to Fix It by Jody Thompson and Kali Resler
Lies, Damn Lies, and Cost Accounting by Dr. Reginald Lee
⬇️ Videos Referenced ⬇️
The Timesheet Debate https://youtu.be/BP1Yq8oa_es
Karen Rayburn https://youtu.be/fmSwS3kYP6M
🏫 More RZA On Accounting High 🏫
164 - Build a Practice that gives you more Money, Time, and Freedom https://open.spotify.com/episode/3FXYNpnNYHSpN4PZHCmC8B?si=60c5a5b36db44885
097 - Stop the Scroll https://open.spotify.com/episode/3U5vM5fkSM3MdwV4R0YNz9?si=add709c712ff4be4
Chapters:
0:00 Teaser
01:37 Introduction
03:00 Reza's Firm Hard Numbers
04:01 Journey of Implementing and Removing Timesheets
07:05 Transition to Results-Only Work Environment
20:45 Efficiency Through Knowledge Sharing
23:04 Implementing New Systems and Overcoming Pushback
26:42 Leadership and Team Structure
30:21 Sales and Marketing Strategies
34:17 Developing Pricing and Proposal Software
41:53 Final Thoughts and Encouragement
Connect With Us On Linkedin!
Reza Hooda, FCA CTA
https://www.linkedin.com/in/rezahooda/
Capture Accounting
https://www.linkedin.com/company/capture-accounting/
https://www.captureaccounting.com/
Coaching and Mentorship: The Profitable Accountants Community
https://www.linkedin.com/company/profitable-accountants-community/
https://www.rezahooda.com/
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, ShopClass, FirmOperations, SystemsAndProcesses, Pricing, Knowledge, Firm, Clients, Profits, Timeless, Marketing, Psychology, Sales, Work, Cloud, Efficiency, Capital, Sharing, Management, Upskilling, Growth, pricing strategies, accounting firm, client management, profit margins, pricing psychology, value pricing, sales psychology, work environment, cloud software, team efficiency, intellectual capital, client relations, business growth
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211 You Will Be Replaced by Ai Machine with No Soul (feat. Andrew Lassise)
Episode 211
FACULTY: Andrew Lassise
CLASS: #TechTime
In this podcast episode, Scotty interviews Andrew Lassise, the founder of Tech 4 Accountants, now integrated with Rightworks. Andrew shares his journey through the tech industry, focusing on IT solutions for accountants and the integration of AI in business operations. Andrew discusses his personal transformation from battling addiction to building a successful tech company that was recently acquired by Rightworks. He delves into the significance of cybersecurity for accounting firms, the evolution of AI, especially ChatGPT, and its applications in enhancing business efficiency. Andrew emphasizes the importance of embracing AI to stay ahead in the tech landscape.
Shout Outs:
Rightworks, ProSeries, Drake, TechGuru, UltraTax, Zapier, ChatGPT, Excel, TurboTax, QuickBooks Online, LiveFlow, Practice Protect, Randy Johnston, Mike Rosedale, Randy Crabtree, Scaling New Heights, Bridging the Gap, Blake Oliver
Chapters:
0:00 Teaser
01:41 Introduction
02:44 Getting into Tech
07:30 Focusing on Accountants
13:20 WISP
16:59 Being Acquired by Rightworks
18:50 The Podcast for Marketing
23:46 Using AI for Answering the same Questions
28:55 Ways to Use AI
35:47 Replacing Yourself with AI On Purpose
47:24 AI and Parodies
53:18 Conclusion
Connect With Us On Linkedin!
Andrew Lassise
https://www.linkedin.com/in/andrew-lassise/
Rightworks
https://www.linkedin.com/company/rightworks/
https://www.rightworks.com/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
AI Tech, Accountancy AI, Andrew Lassise, AI Jobs, Tech Accountants, Cybersecurity, AI Integration, AI Marketing, Automation, WISP, ChatGPT, Human Workforce, AI Cybersecurity, Tech Startups, Customer Support, Enhanced Productivity, SMEs AI, Knowledge Management, AI Tools, Tech Companies
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210 $10M Firm Ascending New Heights, Implementing EOS, Offering CAS, and backed by Private Equity! (feat. Steven Hoffman, CEO)
Episode 210
FACULTY: Steven Hoffman, CEO
CLASS: #Shoperations
In this podcast episode, Scotty interviews Steven Hoffman, CEO of OnPoint Tax Accounting, They discuss leveraging an uncredentialed C-Suite and moving away from the traditional partner model. The conversation covers OnPointe's mergers and acquisitions, the role of private equity in the industry, and the structural organization of Ascend and OnPointe. Steven shares insights from his journey implementing the Entrepreneurial Operating System (EOS) and the challenges of being a CEO of multiple tax firms.
Shout Outs: Dan Gertrudes at the Growth Lab
Chapters:
00:00 Teaser
01:38 Introduction
07:19 Getting Uncredentialed C-Suite for Growth and Ditching the Partner Model
10:56 OnPointe Tax and Accounting - Merging and Acquisition
16:25 Private Equity Firms in the Industry
19:45 The Structure of Ascend and OnPointe
22:05 The EOS Journey
24:38 Being a CEO of Multiple Tax Firms
28:37 Billing by the Hour
31:29 Adding CAS
37:09 Who are the Clients
42:17 Advice to Small Firms
Connect With Us On Linkedin!
Steven Hoffman
https://www.linkedin.com/in/thinkstevethink/
Onpointe Advisors
https://www.linkedin.com/company/onpointe-tax-accounting/
https://onpointefirm.com/
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, Private Equity, Accounting, Client Accounting Advisory Services, Firm Growth, Leadership, Operational Strategy, Professional Networking, Client-Focused Approaches
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209 Grow Your Free Time and get Down to 40 Hours: A Roadmap to End Overworking (feat. Geraldine Carter)
Episode 209
FACULTY: Geraldine Carter
CLASS: #TheGuide
In this episode, Scott interviews Geraldine Carter, author of "Down to 40 Hours: A Roadmap for CPAs to Permanently End Overworking." Join us in the guidance counselor’s office for a book report exploring the philosophy of working less. We’re talking changing mindsets within the accounting industry, value pricing, and what happens when you combine value and systems. Reflect with us on how CPAs can achieve a balanced work life.
Shout Outs: Edward Mendlowitz, Ron Baker, Jason Ackerman
Purchase Geraldine’s Book on Amazon!
https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2
⬇️Videos Referenced⬇️
More of Geraldine Carter on Accounting High, Episode 131: https://open.spotify.com/episode/1m2BgirP4jQQRkOsry6gD8?si=b6a97b81f6264388
The Time Sheet Debate: https://youtu.be/BP1Yq8oa_es
Chapters:
00:00 Teaser
01:32 Introduction
03:09 Writing the Book
10:09 The Philosophy of Working Less
16:56 Changing Mindset
23:55 Looking Outside the industry
25:02 Understanding Value Pricing
27:53 The Third Option Besides Value or Systems
31:22 What is Growth? It's About the Money till it's not
37:34 Meditation and Quiet Time
43:02 Find Your Tribe
45:38 Conclusion
Connect With Us On Linkedin!
Geraldine Carter
https://www.linkedin.com/in/geraldine-carter/
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, EndOverworking, WorkLifeBalance, DownTo40Hours, CPALife, ValuePricing, TimeManagement, ProductivityHacks, SelfPublishingSuccess, BelieveToAchieve, MindsetShifts, EfficiencyInAccounting, WorkSmarterNotHarder, FinancialFreedom, EntrepreneurialJourney, GrowthMindset
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208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)
Episode 208
the Sons of CPAs are back baby!!!
FACULTY: Jason Ackerman, CPA
CLASS: #Shoperations
In this episode, Scotty brings back his Sons of CPAs founding co-host, the Accounting High Lunch Lady, and CPA at BNA CPAs & Advisors, Jason Ackerman. They discuss the state of Jason’s firm and what the operations look like. They also discuss building a CAS practice, implementing EOS and getting rid of timesheets. It’s time for Shoperations at Accounting High!
Shout Outs:
Ed Mendlowitz, Ron Baker, Nikole MacKenzie, Zachary Call, Tate Henshaw, Kenji and Matt at Acuity
Chapters:
0:00 Teaser
04:15 Ackerman's Firm Overview
07:51 Training and the Pipeline Issue
15:54 Concierge Services
17:52 CAAS Practice
24:17 Time Spent at Firm
26:04 Management Structure at the Firm
28:27 EOS and Systems
34:33 Clients
36:52 Removing Himself from the Firm
41:44 Building an App
47:35 How The Firm Services Clients
49:11 Advice from and Aging CPA
Connect With Us On Linkedin!
Jason Ackerman
https://www.linkedin.com/in/jasonlackerman/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
ClientService, Technology, Services, CPA, AccountingFirm, Strategies, BookkeepingAutomation, ProfessionalServiceFirms, CustomerFocus, Operations, Shoperations, AccountingHigh, EOS, CAS, CASPractice, Timesheets, BillableHour, Profitability
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