Shoperations, from Accounting High Accounting High

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

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

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  

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

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 

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.