Accounting High Tech Time Accounting High

Building a Technology Team 

Season 1 Episode 8

FACULTY: Nicholas Pasquarosa
CLASS: #TechTime
TITLE: Building a Technology Team 

In this podcast episode, Scott interviews Nicholas Pasquarosa, the Founder of Bookkeeper360. The conversation unfolds through various chapters, exploring Nick's background, the inception of Bookkeeper360, the growth trajectory of the business, the pivotal role of Xero in changing dynamics, and disruptive approaches to bookkeeping.

Introducing NickHigh School with NickThe start of Bookkeeper 360How the business grewFinding XeroXero changing thingsFull integrationTechnology and peopleBuilding a management teamThe Board of directorsA big "mistake"Long-time employeesMentorsDifficulties articulating the vision and imagination gapThe grinding yearsGoing remoteJust getting started...Being disruptiveGoals and visions for the future
Shout Outs:

[00:02:43] Introducing Nick
[00:03:59] High School with Nick
[00:06:46] the start of Bookkeepper 360
[00:08:47] How the business grew
[00:10:50] Finding Xero
[00:12:48] Xero changing things
[00:15:42] Full integration
[00:16:28] Technology and people
[00:19:03] Building a management team
[00:20:36] The Board of directors
[00:23:06] A big "mistake"
[00:25:36] Long time employees
[00:28:02] Mentors
[00:29:46] Difficulties Articulating the vision and imagination gap
[00:30:49] The grinding years
[00:32:13] Going remote
[00:35:23] Just getting started...
[00:37:13] Being disruptive
[00:41:26] Goals and visions for the future

Ignition Remix
Season 1 Episode 7

FACULTY: Guy Pearson
CLASS: #TechTime
TITLE: Ignition Remix

In this podcast episode, Scott interviews Guy Pearson, CEO of Ignition, delving into various facets of the company's journey, branding strategies, partnerships, integrations, organizational structure, challenges in growth, investor relations, the role of a CEO, emphasizing the significance of people within the organization, insights into pricing strategies facilitated by Ignition, and concluding advice.

IntroBranding and PartnershipsIntegrationsIgnition is a Decentralized OrganizationGrowing PainsInvestorsBeing a CEOPeople are the PurposeIgnition Help with PricingFinal Advice
Shout Outs:

Dane Thomas, Craig Winkler, Jack Newton, William Z. McFarland, Richard Branson, Karbon, Gusto, Thomson Reuters, Xero, Intuit, Go Proposal, JMI, Tiger Global, EVP, Live Plan, Jirav

00:00:00 Intro
00:13:39 Branding and Partnerships
00:16:49 Integrations
00:21:10 Ignition is a Decentralized Organization
00:24:37 Growing Pains
00:28:08 Investors
00:32:13 Being a CEO
00:33:52 People are the Purpose 
00:37:00 Ignition Help with Pricing
00:44:25 Final Advice

Active vs Passive Technologies

Season 1 Episode 6

FACULTY: Kellie Parks
CLASS: #TechTime
TITLE: Active vs Passive Technologies

In this podcast episode, Scott interviews Kellie Parks CPB from Calmwaters Cloud Accounting, exploring a range of topics related to accounting, technology, navigating change, and dispelling stereotypes in the industry. The conversation touches on Kellie's unconventional entry into accounting, change management, leveraging technology, incorporating fun into the profession, bridging generational gaps, involving everyone in the evolution of the industry, and assessing the right people for collaboration.

Not an AccountantGoProposal AdChangeChange and AATechnologyThe Fun FactorThe Older GenerationBringing Everyone Along for the RideCalling in the right or wrong peopleStereotypes and Switzerland
Shout Outs:

Chad, Jason Staats, Blake Oliver, Matthew May, Kyle Turf, Splashtop, TeamViewer, Notion, Zapier, 17 Hats, Acuity Scheduling, Acuity CFOs

00:05:44 Not an Accountant
00:17:47 GoProposal Ad
00:19:16 Change
00:20:31 Change and AA
00:22:20 Technology
00:28:07 The Fun Factor
00:31:42 The Older Generation
00:37:22 Bringing Everyone Along for the Ride
00:42:29 Calling in the right or wrong people
00:44:16 Stereotypes and Switzerland

Products (feat. Tallyfor)

Season 1 Episode 5

FACULTY: Shane Mason, Megan Justice, Nikole Mackenzie 
CLASS: #TechTime
TITLE: Products (feat. Tallyfor)

In this podcast episode, Scott and Coach Mack interview Megan Justice, owner of Crayon Advisory, and Shane Mason, founder of Brooklyn Fi where they dive into the way they apply Tallyfor at their practices, insights into their heroes or role models, transitioning to the cloud, limitations and the prospects of Tallyfor, and considerations about Freshbooks.

IntroductionsShane IntroBefore TallyforHeroesSaving Time With TallyforSwitching to Megan and the CloudHave more funLimitations and The Future of TallyforFreshbooksJournal EntriesMore Closing Statements
Shout Outs:

Peter Wen, Twyla Verhelst, Kristen Keats, Tallyfor, Freshbooks, Lacerte, Palantir, TD Ameritrade, Zapier, Karbon, XPAC, Xero, QBO, Thomson Reuters

00:02:26 Introductions
00:06:07 Shane Intro
00:08:19 Before Tallyfor
00:12:23 Heroes
00:16:51 Saving Time With Tallyfor
00:21:19 Switching to Megan and the Cloud
00:30:30 Have more fun
00:31:08 Limitations and The Future of Tallyfor
00:36:24 Freshbooks
00:39:51 Journal Entries
00:43:01 More Closing Statements
 

Cloud CEO to Desktop CPA
Season 1 Episode 4

FACULTY: Teddy Sullivan, Jason Ackerman
CLASS: #TechTime
TITLE: Cloud CEO to Desktop CPA

Scott and Jason interview Teddy Sullivan, the Owner of Human Accounting Partners, delving into various topics surrounding his journey from Xero to CPA, transitioning to cloud-based solutions, the challenges faced, and insights into his experiences buying and managing an accounting firm.

Xero StuffWhat got Teddy into all of this?To CPA or not to CPA?Buying a FirmLocation, Location, Location/Remote FirmsNew Boss meeting new employeesFirst changesChallenges with going Cloud New Clients and Converting to cloud Not Acquiring Two FirmsBeing a Xero HomerEngageWhat's in the future? Advice for buying a firmGrowthFinal Thoughts 
Shout Outs:

Summit CPA, Xero, Quickbooks, Kenji Kuramoto
 
00:03:31 Xero Stuff
00:04:48 Scott's Firm
00:04:49 What got Teddy into all of this?
00:07:54 Buying a Firm
00:10:09 Location, Location, Location/Remote Firms
00:15:48 New Boss meeting new employees 
00:18:14 First changes
00:21:35 Challenges with going Cloud  
00:25:11 New Clients and Converting to cloud  
00:26:17 Not Acquiring Two Firms
00:28:51 Being a Xero Homer
00:30:32 Engage
00:31:54 What's in the future?  
00:33:33 Scott's Sales Process
00:33:36 Advice for buying a firm
00:34:29 Accounting High and Accounting U
00:34:36 Growth
00:37:29 Final Thoughts

Tech Partners
Season 1 Episode 3

FACULTY: Kenji Kuramoto, Nikole Mackenzie
CLASS: #TechTime
TITLE: Tech Partners

In this podcast episode, Scott interviews Kenji Kuramoto, CEO of Acuity, and Nikole "Choach Niks" Mackenzie, Founder and CEO of Momentum Accounting. They discuss their roles within their respective organizations, acquisitions shared visions and goals, and insights into the dynamics of partnerships.
Introductions Kenji and His PartnersHow Kenji met Matthew Titles and RolesDealing with Conflict and Complementing PersonalitiesSize and GrowthProcess StreetAcquisitionsSharing the Goals and VisionPartnership is not for Everyone