Accounting High: Freshman Year Scott Scarano

Season 4 Episode 74

CLASS: #VarsityTips

FACULTY: Michelle Weinstein “The Pitch Queen”

TITLE: How to Make Varsity Part 4: Assessing Your Game 

In this episode, Scott welcomes back substitute PE Coach, Michelle Weinstein, aka the Pitch Queen aka Coach Queen, for part 4 of their discussion. They delve into the topic of collecting information for sales and how it can be used strategically to understand clients' needs and provide value. Here's a summary of the episode:


Michelle introduces the concept of collecting information as a crucial aspect of sales.


Scott shares some of his unique and unconventional ideas for gathering information.


They discuss the importance of asking strategic questions


They engage in a roleplay to demonstrate good questions


They discuss the value of asking deeper questions to uncover the clients' underlying motivations and needs


The focus shifts from selling to solving problems for clients, showcasing the value of the services and expertise


They emphasize the importance of practice and continuous improvement in mastering the art of information collection for sales.


The episode concludes with a teaser hinting at the upcoming fifth varsity tip episode



Shout Outs:

UnCat, Quickbooks


---

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 73

CLASS: #TechLabs

FACULTY: Korey Cournoyer 

Guest Faculty: G-ACCON

TITLE: Secure Automated Easy 2-Way Sync

Accounting High is supported by our Booster Club

Thank you G-ACCON

Check em out, 14 day free trial, go to accon.services 

In this podcast episode, Scott talks with Korey from the Growth Lab and Yelena from G-ACCON for a tech lab. Scott and Korey sit in on a class with AH’s adjunct professor to learn about using G-ACCON taking notes and raising their hands.


Yelena introduces us to G-ACCON


The class dives into G-ACCON: Quickbooks versus Xero


Yelena demonstrates template customizations


The group discusses the benefits of templates


Yelena explains sharing templates


Yelena shows how to append data


The group learns about automating with G-ACCON


Yelena explains data refreshing


Corey asks about usage of G-ACCON with bank feeds


Yelena explains time and schedule triggers


The group talks about API


Scott asks about G-ACCON pricing


Scott asks about AWS


Corey asks what G-ACCON is used for most?


Call to action



Shout Outs:

GrothLab, Appstream, LiveFlow, Xero, QBO, QuickBooks, Google Sheets, Sage, FreshBooks, Stripe, Shopify


---

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 71

FACULTY: Sharrin Fuller

CLASS: #CoolKids

TITLE: Planning Your Exit 

In this episode, Scott interviews Sharrin Fuller, CEO of Glass Wallet Ventures and Managing Partner at Blueprint Financial Service and Fit CFO. They delve into various topics related to entrance and exit strategies, as well as Sharrin's experiences in the tech startup and venture-backed startup world. Here's a summary of the episode:


Sharrin discusses her decision to exit the industry and her journey into tech startups and venture-backed startups.


Sharrin explains the factors that influenced her decision to exit and how she determined the right time to leave.


Sharrin and Scott explore the importance of evaluating financial numbers and setting exit goals.


The conversation touches on the challenges of hiring and the impact of personal choices, such as having children, on career decisions.


Sharrin reflects on the opportunity to sell a business and provides advice she wishes she had taken during that process.


The emotional aspects and traps involved in selling a business are discussed, along with the ultimate satisfaction of the decision.


They talk about what happened when Sharrin realized she wasn't ready for retirement after the sale and her transition into a new firm.


The structure of the companies Sharrin is involved in is discussed


They touch on the makeup of Sharrin's clientele and the importance of building trust with clients.


Sharrin and Scott discuss the importance of separating personal and business aspects.


Scott considers the question of whether he should exit and sell his own business.


They briefly discuss Scott's most recent raps and their musical tastes.


Sharrin offers parting advice for Scott



Shout Outs:

Fit CFO, Blueprint Financial Services, Simple Office Solutions, Sean Duncan, Niks Mackenzie, Mastermind, Anchor, Glass Wallet


---

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 71

CLASS: #VarsityTips

FACULTY: Michelle Weinstein “The Pitch Queen”

TITLE: How to Make Varsity Part 3: Setting Up Communication to Win

In this episode, Scott and Michelle Weinstein continue their discussion on how to make and stay on the Accounting High Varsity team. They discuss the importance of building rapport with clients and creating strong relationships through a number of example cases.


Scott and Michelle review the previous tips


Michelle explains why you need to set up communication to win


Michelle defines “rapport”


Michelle explains that clients buy the relationship and don't want to feel like a commodity


Michelle goes over keywords to remember for building rapport


Scott and Michelle give an example of how to build common ground with a client


Scott and Michelle discuss learning styles


Michelle tries to figure out Scott's learning style


Michelle gives example questions to learn learning styles


Michelle stresses the importance of keeping it personal to build rapport and to be unique


Scott and Michelle discuss problems in the industry surrounding rapport


They wrap up and give a teaser for part 4




---

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 70

CLASS: #GuidePosts

FACULTY: Dr. Sabine Charles

TITLE: Who Are You? Cracking Your Code with the CPA Doctor

In this episode, Scott interviews Dr. Sabine Charles, CEO of Charles Financial Strategies LLC and TAPA Institute, a global audit executive, instructor, author with a background in consulting, a certified hypnotist. Sabine shares her journey from being a language major to becoming a doctor in emotional intelligence and running her own firm. Sabine discusses her work in hypnotherapy, leadership training, meditation, and how to deal with a job that doesn’t resonate with your passion.


Sabine Charles talks about beings language major and her PHD in emotional intelligence


Sabine talks about starting TAPA Institute


Sabine discusses her work as a certified hypnotist


Scott and Sabine discuss colors


She talks about here Cracking the Code program and how to get unstuck


Sabine shares her experiences with meditation


Sabine explains the process of her hypnotherapy sessions


She talks about her weight loss journey, self-sabotage, travel and climate awareness


The episode concludes without Sabine hypnotizing Scott and advice for listeners about outsourcing



Shout Outs:

Brene Brown, Dave Barrett, Ron Baker, Simon Sinek, Expensify


---

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 69

CLASS: #CoolKids

FACULTY: Cecilia “Cece” Leung, CPA

TITLE: Accounting Soup for the Soul

In this episode, Scott interviews Cece Leung, author of Dear Accountant and host of the Dear Accountant Podcast. Cece shares her journey from Hong Kong to Canada and back again, how she got into accounting, and her experience with different cultures. They also discuss her book, Dear Accountant, and how she hopes to show people who accountants are and can be. 


Cece tells her story from Hong Kong to Canada


She explains how she is a blend of both cultures


Scott and Cece discuss education and creativity


Cece explains how she got into accounting


Cece recalls her time in corporate


Cece talks about going back to Hong Kong


They talk about toxic work culture


Cece and Scott discuss topics of her book


They ask who are accountants, really?


Cece talks about showing the industry in a book


Scott asks about COVID's impact on Cece and her book


They talk about the next generation of accountants


Cece talks about her upcoming plans and bringing creativity to the accounting industry




---

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message