267 episodes
Accounting High: Sophomore Year Accounting High
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- Business
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4.8 • 46 Ratings
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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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203 Scaling a Million Dollar Practice (feat. Andrea MacDonald, CPA)
Episode 203
FACULTY: Andrea MacDonald, CPA
CLASS: #Shoperations
In this podcast episode, Scott interviews Andrea MacDonald, CPA, and CEO of Pro Tax & Accounting LLC. Andrea shares insights into her journey of starting and growing her accounting practice, highlighting key milestones, challenges, and successes along the way. From the inception of her practice to firm acquisitions and mergers, Andrea discusses her experiences in building and managing a successful accounting firm. The conversation also touches upon topics such as growth goals, hiring strategies, leveraging technology and community, cultivating positive habits, overcoming challenges, and future plans.
Shout Outs: Micheal Ly, Sharron at Pro Tax & Accounting LLC, QuickBooks, FreshBooks
Chapters:
01:23 Introducing Andrea
04:52 Starting Her Practice
07:42 Firm Stats in the Early Years
11:11 Firm Acquisition
12:20 Growth Goals
14:52 Handling a 1 Million Dollar Firm
16:59 Hiring Her Son
20:13 The Big Merger
23:48 Apps and Community
30:16 Positive Habits
32:36 Hard Times
35:04 What's Next for Andrea?
36:26 Parting Advice
37:11 Andrea Getting Out of the Way
Connect With Us On Linkedin!
Andrea MacDonald
https://www.linkedin.com/in/andrea-macdonald-cpa-ctc-4704042b/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
accounting career, firm growth, million-dollar practice, accounting acquisition, firm merger, accounting franchise, service-based businesses, profitability challenges, eos implementation, virtual team, bookkeeping management, family employees, accounting partnerships, app community, accounting conferences, public speaking, positive mindset, business pivots, vision planning, client delegation
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202 Fiscal Doctor with a Millennial Mindset since 1962 (feat. David Bergstein, CPA)
Episode 202
FACULTY: David Bergstein, CPA
CLASS: #TheGuide
In this episode, Scott interviews David Bergstein, a CPA, covering various aspects of David's journey in accounting and his insights into the profession from his decades of experience. They discuss topics such as the relevance of becoming a CPA for young people, marketing strategies for accounting firms, the future of the accounting profession including automation and remote firms, strategies for firm growth, and the bright future ahead.
Shout Outs: Ed Mendlowitz, Roman Kevchak, Randy Johnson, Randy Crabtree, BotKeeper Conference, Prime Global Conference, BKR Conference, QBO, Xero, Sage, Zoho
Chapters:
02:53 How Dave got into Accounting
06:40 What Dave Does Now
08:38 Pickleball
09:01 Introducing Accounting in the Classroom
11:38 Should Young People Become CPAs?
15:53 Marketing and Positioning
18:34 The Future of Accounting
20:37 Do You Need to Hire A CPA or Not?
22:26 Automation
23:44 Remote Firms
28:58 Firm Growth
31:57 The Future is Bright
36:41 Dave's Future Plans
39:19 Choosing Software
42:20 Conclusion
Connect With Us On Linkedin!
David Bergstein
https://www.linkedin.com/in/davidbergstein/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
fiscal doctor, accounting advisor, marketing positioning, millennial mindset, hiring CPAs, remote firms, accounting automation, firm growth, pickleball enthusiast, continuing education, FBI aspirations, IRS agent, choosing software, accounting future, accounting publications, professional services, accounting deadlines, accounting professor, career advice, accounting excitement
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201 Marketing to Attract More of What You Love (feat. Karen Reyburn, CPA)
Episode 201
FACULTY: Karen Reyburn, CPA
CLASS: #SocialStudies
In this podcast episode, Scott interviews Karen Reyburn, CPA, and owner of We are PF. Karen talks about building her brand and business, highlighting the importance of authenticity, creativity, and adaptation in the evolving landscape of accounting and business consulting. From the origins of her brand colors to her approach to social media marketing, Karen provides valuable lessons and experiences that resonate with entrepreneurs and professionals alike.
Shout Outs:
We are PF
Chapters:
00:00:00 Introduction
00:06:51 Being Unique by Being Yourself
00:09:26 Origin of the Brand Colors
00:20:49 Social Media Creativity
00:30:39 Makeup of the Business
00:32:08 Karen's Author Journey
00:48:23 The Second Book
00:50:36 Pivoting with Clients and then Losing Them
Connect With Us On Linkedin!
Karen Reyburn
https://www.linkedin.com/in/karenlreyburn/
We are PF
https://wearepf.com/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
accountant marketing, building accounting brand, branding for accountants, creative accountants, marketing coaching, Scottish accountants, CPA creativity, accounting firm culture, accounting niches, ideal clients, business growth, author insights, self-publishing books, accounting industry, audience focus, brand colors, brand identity, marketing strategy, entrepreneurial mindset, business pivots
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200 My Ayahuasca Journey: From High Performing Zombie to New Mental Clarity (Amber Setter interviews Scotty 'OKR' Scarano)
Episode 200
FACULTY: Amber Setter
CLASS: #TheGuide
TITLE: My Ayahuasca Journey: From High Performing Zombie to New Mental Clarity
In this special episode, Accounting High Guidance Counselor Amber Setter, returns to interview our school janitor Scotty ‘OKR’ about his recent Ayahuasca retreat. Listen to find out what new insights and clarity of mind Scotty brought back to share.
Shout Outs:
Andre 3000, Travis Scott, Scott Zarret, Evan Eneman
Chapters:
00:01:16 Introduction
00:02:44 Who is Amber?
00:03:15 Scott Growing Up
00:04:02 Mental Health and Drugs
00:06:43 What is Ayahuasca?
00:08:02 What Brought Scott to Ayahuasca?
00:14:11 The Dieta
00:19:00 Finding The Right Setting
00:21:23 What's Unique about Ayahuasca
00:24:43 Scott's Journey
00:28:47 Clarity and a Download
00:35:26 The Second Night
00:38:13 Sananga
00:39:00 Second Trip
00:44:33 Importance of a Guide
00:47:23 Night 3
00:50:08 What Has Scott Done Since the Trip?
Tags:
ayahuasca, journey, amber setter, scotty scarano, mental health, ADHD, prescription drugs, plant medicine, psychedelic retreat, costa rica, ceremony experience, spiritual download, dark trip, insights, lifestyle changes, healing, clarity, purpose, integration, transformation, courage
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199 Hot Girl Taxes and the Hot Girl Life (feat. Katherine Studley)
EPISODE 199
FACULTY: Katherine Studley
CLASS: #SocialStudies
In this episode Scotty interviews Katherine Studley, the Co-founder of Prisma Tax Group and the Founder/CEO of The Only Consultant. The episode takes the audience through Katherine's unique journey, from public accounting to becoming the go-to accountant for spicy content creators in the adult industry. The discussion unfolds the challenges and successes of building a firm with extraordinary growth, navigating a buyout, and overcoming marketing challenges in a specialized niche.
Shout Outs:
Zoho
Chapters:
00:02:12 Introduction
00:04:09 Finding OnlyFans
00:06:39 Becoming the Accountant for Hot Girls
00:07:42 Building a Firm without doing the Taxes
00:11:10 Crazy Growth
00:16:16 Scott's Only "Only" Client
00:17:07 Social Media Marketing Challenges
00:19:24 Leaving a Partner
00:22:21 The Very Specific Needs of the Niche
00:26:34 Different Types of Clients
00:27:38 Sugar Baby Taxes
00:36:55 Katherine's Parents
00:38:21 The Team
00:40:30 Biggest Mistakes
00:41:44 Client Boundaries in the Niche
00:45:21 Current State of the Firm
00:50:22 Marketing to the Niche
00:51:47 Social Media Platforms
Connect With Us On Linkedin!
Katherine Studley
https://www.linkedin.com/in/katherine-studley/
The Only Consultant
https://www.theonlyconsultant.com/
Prisma Tax Group
https://www.prismatax.com/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
sex work, only fans, sugar baby, stripper, adult industry, content creator, tax tips, sex workers, judgment-free, tax help, friendly, accountants, prisma tax, the only consultant, katherine studley, accounting, bookkeeping, tax deductions, accounting firm
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198 The Timesheet Debate: Ed Mendlowitz vs Ron Baker (An Epic Installment in the Saga of Time)
EPISODE 198
FACULTY: Ed Mendlowitz & Ron Baker
CLASS: #TheGuide
In this episode, we have a debate on the highly contested topic of timesheets with the accounting profession's heavyweights Ed Mendlowitz and Ron Baker. Listen to find out if timesheets are still essential to running a practice, or if they are the cancer of the profession.
Chapters:
00:04:51 Introductions
00:06:24 Setting the Stage
00:07:50 Opening Remarks: Ed Mendlowitz
00:09:34 Ron's Rebuttal
00:12:53 Counter Argument by Ed
00:14:38 Timesheets Create an Artificial Ceiling
00:15:26 The Problem with Cost + Pricing
00:17:00 You Can't Manage People
00:18:49 Other Professions Who Bill by the Hour
00:21:22 Can Ed Go Without Timesheets?
00:23:24 Ron Argues that Timesheets aren't Necessary for Management
00:29:19 The Future of Accounting is Being Different
00:34:12 Inspiring your Employees
00:37:17 Inspiring the Next Generation
Shout Outs:
Jody Grunden, Jody Padar, Jody Thompson, Jason Blumer
Tags:
timesheets, time tracking, value pricing, subscription model, accounting firm management, CPA firm leadership, mentorship, managing people, client relationships, advisory services, specialization, talent retention, systems, processes, fixed fees, automation, AI, ChatGPT, organic growth, professional development, mindset shift, inspiring employees
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Customer Reviews
My fav accounting podcast!
I’ve been in the profession for almost 20 years and have over the years felt like it was the same old, same old and never quite fit in. I found this podcast while searching for CPE and I’ve been hooked. Scotty does a great job of providing credible, authentic, and non- traditional educational content that is practical, from his experience of breaking barriers as a successful firm leader. More importantly, you will feel seen as a human in your experiences in an industry that is hard to fit into. He brings on credible guests, people who are also working to change the profession. He is working to develop the next generation of leaders into successful, authentic, and impactful humans. It’s truly helped to reignite my work in this profession. Give it a listen!
Unique and Entertaining
Not your average accounting pod … if you’re looking for the same old, same old, this isn’t it. Relevant information presented in a clever way.
Real talk with real people
Having been a guest and long time listener I really appreciate how AH has no agenda they are promoting. Scott invites guests for real talk about accounting industry topics that are often simply human topics. His line up is inclusive and offers a variety of perspectives. No ranting. No end of the world for the sake of ratings. If you are in the accounting space these episodes are worth the listen.