Shoperations, from Accounting High

Accounting High
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You down with SOPs?!? On Shoperations, we learn all about systems and processes in accounting. It's firm owners talking ops. Let's Go!

Episodes

  1. Accounting Infamous

    01/31/2024

    Accounting Infamous

    For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Accounting Infamous Season 1 Episode 7 FACULTY: Mike Michalowcz, Jason Ackerman CLASS: #Shoperations TITLE: Accounting Infamous Scott and Jason interview Mike Michalowicz, author of "Profit First," in this podcast. They cover Mike's journey profit first, reflections on professions, theatre and comedy, the "Grow My Accounting Podcast, advice for entrepreneurs, and a comparison between Simon Sinek and Profit First. The Michalowcz HierarchyFameTo Be a Garbage Man...Theatre and ComedyGrow My Accounting Podcast and Unwinding the PropagandaThe Grow Your Practice PodcastOther PodcastsHow do you interact with your accountant?One Piece of AdviceProfit First?Buying Up other FirmsProfit First and AcquisitionThe Starving EntrepreneurSimon Sinek vs Profit First Shout Outs: 00:04:00 The Michalowcz Hierarchy 00:05:00 Fame 00:07:00 To Be a Garbage Man... 00:09:00 Theatre and Comedy 00:11:00 Grow My Accounting Podcast and Unwinding the Propaganda 00:12:00 The Grow Your Practice Podcast 00:13:00 Other Podcasts 00:14:00 How do you interact with your accountant? 00:15:00 One Piece of Advice 00:16:00 Profit First? 00:17:00 Buying Up other Firms 00:18:00 Profit First and Acquisition 00:19:00 The Starving Entrepreneur 00:21:00 Simon Sinek vs Profit First

    40 min
  2. Melissa McCarthy for Accounting Professionals

    01/24/2024

    Melissa McCarthy for Accounting Professionals

    For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Melissa McCarthy for Accounting Professionals Season 1 Episode 6 FACULTY: Dawn Brolin CLASS: #Shoperations TITLE: Melissa McCarthy for Accounting Professionals Scott interviews Dawn Brolin, CEO of Powerful Accounting, discussing her New England attitude, handling challenging clients, crucial business processes, inter-firm collaborations, lessons from a six-year partnership, numerical aspects, motivating accountants, hiring strategies, personal and professional goals, encounters with figures like Mike Michalowicz, representing clients before the IRS, pricing intricacies for selling, and the importance of personal time. The New England AttitudePIA and PITA ClientsMost Important ProcessNo Partner FirmInter-Firm CollaborationsWhat Dawn Learned from a 6 Year PartnershipHard NumbersMotivating AccountantsHiring and Managing PeopleDawn's GoalsMeeting Mike MichalowitzRepresenting Clients Before the IRSPricing for SellingMaking Time Off Shout Outs: [00:02:57] The New England Attitude [00:05:36] PIA and PITA CLients [00:10:06] Most Important Process [00:12:00] No Partner Firm [00:15:54] Inter-Firm Collaborations [00:21:05] What Dawn Learned from a 6 Year Partnership [00:25:32] Hard Numbers [00:27:20] Motivating Accountants [00:31:00] Hiring and Managing People [00:35:27] Dawn's Goals [00:39:49] Meeting Mike Michalowitz [00:44:40] Representing Clients Before the IRS [00:47:20] Pricing for Selling [00:49:53] Making Time Off

    1h 1m
  3. The Accounting Messiah

    01/17/2024

    The Accounting Messiah

    For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube The Accounting Messiah Season 1 Episode 5 FACULTY: Ryan Lazanis, Jason Ackerman CLASS: #Shoperations TITLE: The Accounting Messiah In this podcast episode, Scott and Ackerman interview Ryan Lazanis, the Founder of Future Firm, Xen Accounting, and a strategic advisor at BotKeeper. The discussion covers Ryan's journey into accounting, his introduction to cloud accounting and subscription billing, experiences with hiring the first employees, scalability challenges and strategies, considerations about clients and niche specialization, the evolutionary path of his firm, discovering his purpose, the process of selling his firm, the inception of Future Firm, common mistakes made by firms, the dynamics between competition and community, and cautionary advice regarding automation and other aspects within the accounting domain. How Ryan Got Into AccountingIntroduction into Cloud Accounting and Subscription BillingFirst HiresScalabilityClients and NichingEvolution of the FirmFinding His PurposeSelling the FirmStarting Future FirmBiggest Mistakes Firms MakeCompetition vs CommunityCaution with Automation and other Sage Advice Shout Outs: Marie Phillips, Dark Horse, Xero, Padgett, Crunch Bookkeeping 00:03:01 How Ryan Got Into Accounting   00:07:17 Introduction into Cloud Accounting and Subscription Billing 00:11:31 First Hires 00:14:21 Scalability   00:18:22 Clients and Niching 00:22:43 Evolution of the Firm   00:23:55 Finding His Purpose  00:29:31 Selling the Firm 00:32:51 Starting Future Firm   00:36:17 Biggest Mistakes Firms Make   00:43:45 Competition vs Community 00:46:29 Caution with Automation and other Sage Advice

    1h 2m
  4. 50 Shades of Gray Areas

    01/10/2024

    50 Shades of Gray Areas

    For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube 50 Shades of Gray Areas Season 1 Episode 4 FACULTY: John Briggs, Jason Ackerman CLASS: #Shoperations TITLE: 50 Shades of Gray Areas Scott and Jason engage in a conversation with John Briggs, the Founder of Incite Tax, where they discuss various gray areas of accounting and tax as well as how things work at Incite Tax. Introducing John BriggsBeing too Conservative with Accounting50 Shades of Gray AreasWhy Focus on Tax?CFO ServicesPricing ReturnsDealing with PITA ClientsMore Pricing DetailsJohn's Secret to EfficiencyWorkflow of the FirmThe Structure of the FirmTargeting Solo-preneursThe Canopy Deal  Shout Outs: N/A

    53 min
  5. So Many Things to Learn

    01/03/2024

    So Many Things to Learn

    For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube So Many Things to Learn Season 1 Episode 3 FACULTY: Ed Mendlowitz CLASS: #Shoperations TITLE: So Many Things to Learn In this podcast episode, Scott and Jason Ackerman interview Ed Mendlowitz, a Partner at WithumSmith+Brown. The discussion covers various aspects of Ed's experience in accounting, including early fixed-price subscription billing, insights from Tax Court, identifying good and bad clients, dealing with fraudulent individuals, maintaining professional integrity, anecdotes about unusual client situations, insights into partnerships, staying ahead in the industry, and a final intriguing story. Ed's Fixed Price Subscription BillingTax CourtEd's Hourly RateHow to tell a good and a bad clientNot Accounting for CrooksYou Can't CompromiseCrazy Client StoriesEd's PartnershipsBeing Ahead of the CurveWhat Hasn't Changed in the IndustryFavorite Thing in Accounting Parting AdviceOne Last Story

    57 min

  6. 12/20/2023

    The Art & Soul of Accounting

    For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Scott interviews Ron Baker, the founder of VeraSage Institute, in an insightful discussion covering topics such as value pricing, time tracking, employee growth, the intricacies of billing methods in the accounting profession, and the early years of Ron’s life in the accounting profession. How Ron Got started The Birth of Value PricingRon's First Book and Entry to RadioCharlie Brown and Sons of CPAsScott and Time TrackingMoney is TimeLeading IndicatorsReplacements for Time SheetsEfficiency versus EffectivenessLetting Your Employees GrowScheduling Creativity and MeditationDon't be at CapacityEmployee "Rust-Out"Good Consulting by Asking the Right QuestionsWhat is Value?The Art of BusinessHow Ron Would Build a FirmNichingMoney gives you control over your timeWhy People Still Bill by the Hour Shoperations is a production of Accounting High and hosted by Scotty "OKR" Scarano.

    1h 35m

  7. 12/13/2023

    Model Cloud Accounting Firm

    For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Scott interviews Jody Grunden, CPA, co-founder of Summit CPA Group and author of two books, to discuss various topics related to running an accounting practice and building virtual CFO services, dressing "professionally", and niching down. Introduction and an update on recent developments since the last interview.The origin story of Jody’s Hawaiian shirtsScott shares his similar wardrobe storyDiscussing the evolution of “professional attire” in the accounting professionExploring the benefits and challenges of running a remote accounting firmThe importance of finding a niche and specializing in the industryCreating CFOs from accountants within the firm and the training and development processUtilizing retreats and building a strong company communityAddressing the resistance to change in the accounting industry and the need for adaptationInsights into the day-to-day operations and growth goals at Summit CPA GroupScott and Jody discuss the acquisition of cloud firms, venture capital, and private equity Shout Outs: Tommy Bahama, Accounting Salon, Kenji Kuramoto, AICPA, Karbon, Dave Barrett, Matthew May, Acuity Shoperations is a production of Accounting High and hosted by Scotty "OKR" Scarano.

    1h 3m
  • 7 Episodes

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You down with SOPs?!? On Shoperations, we learn all about systems and processes in accounting. It's firm owners talking ops. Let's Go!

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