Accounting High

Accounting High
Accounting High Podcast

Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.

  1. 4 HR. AGO

    227 $3.5M Firm with a Budget for Being Uncomfortable (feat. Mike Meilinger, CPA)

    Episode 227 FACULTY: Mike Meilinger, CPA CLASS: #Shoperations In this episode, join us as we dive into an inspiring conversation with Mike Meilinger, a seasoned CPA and business coach who has transformed not only his accounting firm but also his health. Mike shares his incredible physical transformation and adopting extreme fitness regimes like 75 Hard. Gain valuable insights on balancing business success with personal health, the importance of emotional well-being, and why investing in discomfort can lead to growth in all aspects of life. 📣 Shout Outs: Gary Breka Health Routine, Bridging the Gap, Deloitte, Insignia, Strategic Coach, Buy Back Your Time, Dan Martell, Dan Sullivan, Geno Wickman, Quickbooks, Thomson Reuters, Certified Tax Coach, Dominique Molina, Rick Solomon, Monday, ClickUp, Citrix, UltraTax, Rightworks, Xero, Bill.com, Rootworks, Jason Staats, Summit CPA, Gusto, Jody Grunden, Eddie Priscilla’s Live Hard Program, Pinnacle Coaching, Gordon Caudle, Enlightened Business Advisors, Peter Attia, Brant Hansen 📚 Books Referenced 📚 Buy Back Your Time by Dan Martell Unoffendable by Brant Hansen Outlived by Peter Attia Chapters: 00:00 Teaser  02:52 Mike's Journey to Accounting  04:49 Starting and Growing the Firm  06:10 Strategic Coach and Business Principles  13:51 Technology and Outsourcing  24:00 Learning from the Best: Coaches and Systems  24:34 Pricing and Engagement Lessons  26:28 Sales and Hiring Strategies  27:54 Journey to Health and Fitness  31:10 The Importance of Self-Investment  44:23 Emotional Health and Forgiveness  46:54 Final Thoughts 🔗 Connect With Us On LinkedIn! 🔗 Mike Meilinger 📎 https://www.linkedin.com/in/mikemeilinger/ 📎 https://www.meilinger.us/ 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, firm growth, CPA success, business coaching, strategic coach, healthy lifestyle, bodybuilding, accounting firm, discomfort budget, tax planning, outsourcing, client relationships, Pinnacle coaching, fitness journey, health principles, entrepreneur tips, delegation strategies, emotional health, personal trainer, business systems, professional development

    48 min
  2. SEP 22

    226 Creating a Crowdsourced Compensation Database for Accountants (feat. Dominic Piscopo, CPA)

    Episode 226 FACULTY: Dominic Piscopo, CPA In this episode, Scotty chats with Domini Piscopo, the founder of Big4Transparency.com. Domini shares his journey from being a tax analyst at Deloitte to becoming an entrepreneur. He talks about the importance of transparency in the accounting profession, how his platform helps accountants understand salary expectations, and his future plans for Big4Transparency. 📣 Shout Outs: Big4Transparency, Bridging the Gap, Deloitte Canada, Rewind, Lil Dicky, Dave Byrd, Reddit, Robert Half, Fishbowl, Blind, Brandon Hall, Twitter/X, Tim Petrey ⬇️ *Videos Referenced* ⬇️ _$7.5M Small Town Big Fish Swimming with PE Sharks (feat. Tim Petrey, CPA)_ (https://youtu.be/yqekz3qv7oQ) _Guide to Ground your Growth with Gratitude (feat. Tim Petrey, CPA)_ (https://youtu.be/g-OTO-3YWnI) Chapters: 00:00 Teaser 02:46 Dominic's Journey into Accounting 09:29 Transition to Entrepreneurship 23:46 Business and Data Sharing 25:04 Demographics and User Engagement 25:28 Branding and Revenue Generation 28:39 Big Breakthroughs and Validation 31:12 Current Offerings and Future Plans 40:18 Podcasting and Networking 41:55 Final Thoughts and Advice 🔗 _Connect With Us On Linkedin!_ 🔗 *Dominic Piscopo, CPA* 📎 https://www.linkedin.com/in/dopiscopo/ *Big4Transparency.com* 📎 https://www.linkedin.com/company/big4transparency-com/ 📎 https://www.big4transparency.com/ *Scotty OKR Scarano* 📎 https://www.linkedin.com/in/scottscarano/ *Accounting High* 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: Accounting High, Accounting, Industry, Practice, Podcast, Guidance, Vision, Firm Owners, Advice, Compensation Database, Accountants, Dominic Piscopo, Big Four, Transparency, CPA, Salary Data, Accounting Industry, Public Accounting, Accounting Firms, Career Advice, Entrepreneurship, Accounting Careers, Financial Planning, Audit, Tax, FP&A, Reddit, Networking, Business Development

    47 min
  3. SEP 15

    225 Marketing in the Age of AI (feat. Terrell Turner, CPA)

    Episode 225 FACULTY: Terrell Turner, CPA CLASS: #SocialStudies In this Social Studies episode of Accounting High, Scotty and Terrell Turner discuss the evolution of marketing in the age of AI and how firms can adapt to the changes brought by large language models like ChatGPT. Learn strategies to ensure your brand shows up in AI-driven searches. Terrell shares his practical experiences, including integrating high-value content, leveraging different social media platforms, and personalizing marketing approaches. 📣 Shout Outs: YouTube, Tik-Tok, Facebook, LinkedIn, Instagram, Pintrest, Zoom, Streamyard, Riverside, Samuel L Jackson, Bridging the Gap, Oprah, Logitech, ChatGPT, Kanye West, Tim Petrey, Logan Graf, State Farm, Geico, Procter & Gamble ⬇️Videos Referenced⬇️ Guide to Ground your Growth with Gratitude | Tim Petrey, CPA (https://youtu.be/g-OTO-3YWnI) Chapters: 00:00 Teaser  01:44 Introduction  02:21 Evolution of Marketing in Accounting  03:07 Leveraging AI for Brand Visibility  04:14 Historical Marketing Methods  06:03 Adapting to AI and Large Language Models  36:27 Using Memes and Social Media  40:05 Terrel's Golden Age Model  43:54 Conclusion 🔗 Connect With Us On Linkedin! 🔗 Terrell A Turner, CPA 📎 https://www.linkedin.com/in/terrellturner/ TLTurner Group 📎 https://www.linkedin.com/company/tlturnergroup/ 📎 http://www.tlturnergroup.com Business Talk Library 📎 https://www.linkedin.com/company/1goldenage/ 📎 http://www.bizprofitsecrets.com Scotty OKR Scarano 📎 https://www.linkedin.com/in/scottscarano/ Accounting High 📎 https://www.linkedin.com/company/accounting-high/ 📎 https://www.accountinghigh.com/ Tags: Social Studies, Accounting High, Accounting, Podcast, Marketing, Social Media, AI Marketing, Branding Strategies, Content Marketing, CPA Insights, ChatGPT, Digital Presence, Firm Visibility, Social Media Strategy, SEO Techniques, Marketing Evolution, High-Quality Content, Marketing Trends, Online Branding, Business Growth, Marketing Tips, Firm Marketing, AI Tools, Marketing Innovation, Marketing Strategy, Client Acquisition

    44 min
  4. SEP 8

    224 Guide to Ground your Growth with Gratitude (feat. Tim Petrey, CPA)

    Episode 224 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #TheGuide In this episode of the podcast, Scotty interviews Tim Petrey, CPA about his approach to firm growth with gratitude. Tim shares his journey from washing semi trucks to building a successful CPA firm and several other ventures. Tim emphasizes paying it forward, work-life balance, and the necessity of hiring great people. He also offers valuable advice to Accounting High students. 📣 Shout Outs: Lauren Baptiste, David Bergstein, Chase Birky, CPA, Nick Boscia, CPA, Rafael Casas, Travis Cherry, Nina Chmura, Korey Cournoyer, CEO Gale Crosley, CPA, CGMA, Deneen Dias, Sharrin Fuller, Chris Gallo, Matthew Geary, Angie Grissom, Calvin Harris Jr., CPA, Will Hill, W. Michael Hsu, Kenji Kuramoto, Mike Maksymiw, APRIO Blake Meester, Gaynor Meilke, Patrick Morrell, Enrico Palmerino, Tim Petrey, Megan Ricketts, Scotty "OKR" Scarano, Scott Soucy, Rachael Smith, Nishanth Vimalesh, Shannon Vincent, Lee Walker, Dustin Wheeler, Geni Whitehouse, BotKeeper, Ascend, The Penguin Collective, NIL Collective, Youngstown State University, HD Growth Partners ⬇️Videos Referenced⬇️ $7.5M Small Town Big Fish Swimming with PE Sharks | Tim Petrey, CPA (https://youtu.be/yqekz3qv7oQ) Chapters: 00:00 Introduction  00:39 AI Unchained  02:58 Introducing Tim  03:01 Building a Successful Firm  06:08 Supporting Community  11:54 Growth and Overcoming Challenges  13:28 Navigating Acquisitions  18:15 Balancing Firm Growth and Employee Goals  18:57 Creating a Supportive Work Environment  21:31 AI Unchained  23:04 Quality of Life  27:52 Advice from Tim  31:20 The Power of Saying No  33:32 More AI Unchained 🔗 Connect With Us On LinkedIn! 🔗 Tim Petrey 📎 https://www.linkedin.com/in/petreycpa/ HD Growth Partners 📎 https://www.linkedin.com/company/hdgrowthpartners/ 📎 http://www.hdgrowthpartners.com White Glove Payroll 📎 https://www.linkedin.com/company/white-glove-payroll/ 📎 https://whiteglovepayroll.com/ 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, growth, gratitude, accounting firm, entrepreneurship, business growth, firm acquisitions, employee retention, work-life balance, community support, burnout, leadership, service-based business, career advice, quality of life

    36 min
  5. SEP 1

    223 $7.5M Small Town Big Fish Swimming with PE Sharks (feat. Tim Petrey, CPA)

    Episode 223 Botkeeper Presents AI UNCHAINED  On October 8-10 2024, in Santa Rosa California  LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799)  https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #Shoperations In this episode of Accounting High, Tim Petrey, CPA, shares his inspiring journey from a small CPA firm to becoming an innovative player in the accounting industry. Through exciting strategies, community involvement, and leveraging the power of Ascend's private equity model, Tim has transformed his firm into a $7.5 million revenue business with 75 employees. The discussion covers leadership, firm growth, internship programs, pricing strategies, and the impact of merging with Ascend. Join us as we delve into the tactics and mindset that have driven Timothy's incredible success. 📣 Shout Outs: Karbon, Chik-fil-a, Brennan Hall, Chase Berkey, Ascend, The Penguin Collective, Youngstown State University, HD Growth Partners Chapters: 00:00 Teaser 03:12 Introduction 04:15 Intro 09:43 Time Tracking 10:16 Deliverable Compensation Plans 12:05 Level Up Program, Gamification 16:46 Acquisitions & Pricing 20:02 Client Experience & NPS 22:21 Hybrid Office Environment 26:54 AI Unchained 28:44 Niches 30:40 Interns 36:57 Benefits of Working with Ascend 40:01 AI Unchained 42:53 Next Week on Accounting High 🔗 Connect With Us On LinkedIn! 🔗 Tim Petrey 📎 https://www.linkedin.com/in/petreycpa/ HD Growth Partners 📎 https://www.linkedin.com/company/hdgrowthpartners/ 📎 http://www.hdgrowthpartners.com White Glove Payroll 📎 https://www.linkedin.com/company/white-glove-payroll/ 📎 https://whiteglovepayroll.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, CPA, tax, partnership, acquisitions, private equity, HD Growth Partners, Ascend, Youngstown, internships, career pathway, service agreements, remote work, hybrid offices, professional development, client service, pricing strategy, community engagement, operational efficiency, staff advisory council

    44 min
  6. AUG 25

    222 Coaching vs Consulting: How to Run a Meeting with Advisory LITE (feat. Chris Hervochon, CPA)

    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

    45 min
  7. AUG 18

    221 $4M Firm Falling into a Niche with Clear Expectations around Communication (feat. Zane Stevens, CA)

    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

    55 min
  8. AUG 11

    220 How to find Your next BIG Breakthrough and Achieve Your Full Potential (feat. Alyssa Lang the Workflow Queen)

    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

    46 min
4.8
out of 5
47 Ratings

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Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.

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