Accounting High is the premier practice management podcast for tax and accounting firm owners. Join us for conversations about running a modern accounting practice in the cloud. We are the next generation of accounting professionals questioning the state of the accounting profession.
Site
RSS
Apple
Données mises à jour le 14/07/2026
Classements récents
Dernières positions dans les classements Apple Podcasts et Spotify.
Liens partagés entre épisodes et podcasts
Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.
252 The Artist vs The Entrepreneur (feat. Ron Baker)
Épisode 252
mercredi 19 mars 2025 • Durée 01:00:00
Episode 252
FACULTY: Ron Baker
CLASS: #TheGuide
Scotty’s back in the Office with our Principal, Ron Baker, and he has a copy of "The Creative Act: A Way of Being" by Rick Rubin. In this book report, they cover a wide range of topics, including creativity in art and accounting, the quest for efficiency, the role of humor in art, and the importance of paying attention to your surroundings. The conversation also touches on the challenges of being an entrepreneur and artist, the subjective nature of value, and the evolution of an artist's work. This engaging and thought-provoking discussion is a must-listen for anyone interested in creativity, art, or entrepreneurship. Tune in to hear more from Scott and Ron on "The Creative Act" and its many insights.
251 Making Moments that Move the Needle on Purpose (feat. Paul Dunn)
Épisode 251
mercredi 12 mars 2025 • Durée 54:23
Episode 251
FACULTY: Paul Dunn
CLASS: #TheGuide
Join Scott as he sits down with Paul Dunn, an author and a veteran in the accounting profession with over 30 years of experience. From the eye of a cyclone in Brisbane, Paul shares profound insights on finding purpose and creating a lasting impact. They delve into the importance of driving businesses beyond mere tools to creating significant outcomes, leveraging AI in transformation, and reframing business strategies to enrich the lives of both clients and team members. Paul also introduces B1G1, his initiative for making a social impact with every business transaction. Tune in for a compelling discussion that aims to inspire accountants and business owners to stand for something bigger than themselves.
📣 Shout Outs: Ron Baker, Rick Payne, James Clear, Daniel Preistly, Joseph Pine II, Substack, Steve Jobs, Mr. Rogers
📚 Books Referenced 📚
“Times UP” by Paul Dunn and Ron Baker
“Firm of the Future” by Paul Dunn and Ron Baker
“Atomic Habits” by James Clear
“The Experience Economy” by Joseph Pine II and James H. Gilmore
“The Transformation Economy” by Joseph Pine II
Chapters:
00:00 Teaser
01:29 Introduction
03:38 Purpose and Legacy
13:23 The Accountants Bootcamp
14:17 Creating History, Not Reporting It
23:35 The Power of Small Changes
25:12 The Importance of Punctuality
26:07 Reframing Proposals as Plans
28:36 Chat GPT
33:17 Transforming Lives Through Accounting
250 Escape From No Man's Land (feat. Ryan Bakke, CPA)
Épisode 250
mercredi 5 mars 2025 • Durée 52:28
Episode 250
FACULTY: Ryan Bakke, CPA
CLASS: #Shoperations
In this episode, Ryan Bakke, CPA discusses his incredible journey of building a $3 million accounting firm by the age of 26. Ryan shares insights on the importance of a good hook in marketing, strategies for running a successful firm, and leveraging social proof through platforms like Facebook. He also delves into his motivations for leaving Deloitte, the value of mentorship, and his future goals for rapid growth and acquisition within the accounting profession. Ryan's story is a testament to how far standing on the shoulders of giants can get you.
📣 Shout Outs: Dominic Piscopo, Big 4 Transparency, Brandon Hall, Deloitte, Tax Strategy 365, Bilal Mehanna, Becker, Bill Faith, Billy Mays, Driven, Logan Graf, Jason Staats
📚 Books Referenced 📚
“How to Win Friends and Influence People” by Dale Carnegie
“48 Laws of Power” by Robert Greene
Chapters:
00:00 Teaser
00:17 Introduction
01:17 Early Influences and Career Choices
03:30 Journey Through Deloitte
08:55 Building a Community and Brand
15:20 The Importance of Email Marketing
22:29 Attention as the New Oil
26:24 Building a Community Funnel
26:41 The Power of a Hook
27:28 Real-Life Hook Examples
29:01 The Importance of Community
32:37 Understanding Customer Motivation
38:08 Avoiding Feature Vomiting
48:14 Acquisitions and Future Goals
249 Throw Your Phone in the Ocean and Follow the Money (feat. Shane Mason, CPA/CFP)
Épisode 249
mercredi 26 février 2025 • Durée 50:22
Episode 249
FACULTY: Shane Mason, CPA/CFP
CLASS: #Shoperations
Join us in this Shoperations episode as we learn from Shane Mason of Brooklyn FI and his venture into software. Shane shares insights into the company's growth, handling rapid expansion, and the importance of predicting the future over dwelling on the past. Discover how Brooklyn FI is navigating industry shifts, introducing new partners, and staying ahead with innovative solutions like Gemifi. Perfect for students and professionals eager to learn about financial planning, startup struggles, and the evolving landscape of tech-driven advisory services.
📣 Shout Outs: Brooklyn FI, Inc5000, Palantir, Siri, CDF, Spotify, John Owens, Caitlin Fastiggi, Dan Beyer, Ally Jane Ayers, Live Oak Bank, Acuity, Intuit, PWC, Apple, The Liquidity Event, Gemifi, Tallyfor, Ignition, Ryan Embre, Guy Pearson, Craft Impact, Core Weave, Webber Grills, Peter Theil, Alex Karp, Backbone Planners, Deep Work
⬇️ Videos Referenced ⬇️
051 Numbers and Love Letters (feat. Shane Mason, CPA/PFS, CFP, CPWA)
248 Simple Retirement Plan Advising (feat. Jason Ackerman, CPA)
Épisode 248
mercredi 19 février 2025 • Durée 39:18
Episode 248
FACULTY: Jason Ackerman, CPA aka J-Rabbit aka the Accounting High Lunch Lady
CLASS: #Shoperations
In this episode, Jason Ackerman, CPA, co-founder of WealthRabbit, discusses the importance of accountants providing advisory services and setting up retirement plans for clients. Ackerman explains the challenges and opportunities in offering simple IRAs, SEPs, and other retirement plans, and emphasizes the need for accountants to evolve from mere compliance work to value-driven services. The conversation delves into the development of WealthRabbit, the integration with payroll systems, and the importance of customer service in both accounting and software businesses.
20:50 Setting Up Retirement Plans with WealthRabbit
21:37 Employee Engagement and Education
24:17 Managing Investments and Portfolios
27:52 WealthRabbit's Dashboard and Integrations
247 From Products to Transformations in the New Economic Era (feat. Principal Ron Baker)
Épisode 247
mercredi 12 février 2025 • Durée 01:08:44
Episode 247
FACULTY: Principal Ron Baker
CLASS: #TheGuide
In this episode, Scott is in the office again with Accounting High Principal Ron Baker to discuss the future of accounting and the shift towards the transformation economy. Ron outlines the evolution of economic eras and how firms can position themselves to offer superior value by focusing on transformations rather than just services. They also touch on examples from various industries, and discuss the potential of subscription models.
📣 Shout Outs: Nikole MacKenzie, James Ashford, Ben Stein, Joe Pine, James Gilmore, Scaling New Heights, Betty Crocker, Duncan Hines, Bench, Angus Barn, Ruth’s Chris Steakhouse, Chuck E Cheese, Nike, Mayo Clinic, Profit First, GoProposal, Intuit, Apple, Disney
📚 Books Referenced 📚
“The Experience Economy” by Joe Pine and James Gilmore
“ Trends in the Transformation Economy” by Christophe Jacque
Chapters:
00:00 Teaser
02:54 The Evolution of Economic Eras
05:46 The Experience Economy
06:44 The Transformation Economy
09:29 Decommoditizing Services
15:27 Real-World Examples of Transformation
22:26 Fender Play: A Case Study
25:05 The Future of Professional Services
35:22 The Future of Accounting Firms
36:37 Creating Transformative Experiences
39:49 Specializing in Transformations
42:23 Challenges and Opportunities in the Profession
43:50 The Subscription Model and Transformations
246 You Don’t Learn New Things Without Making Mistakes (feat. Ed Mendlowitz, CPA)
Épisode 246
mercredi 5 février 2025 • Durée 57:44
Episode 246
FACULTY: Ed Mendlowitz, CPA
In this episode, Scotty interviews Edward Mendlowitz, a storied CPA and author, sharing his extensive experiences and insights on the accounting profession. Mendlowitz discusses the evolution of accounting practices, the importance of passion in one's career, and the necessity for CPAs to adapt to new technologies and trends. Highlighting his personal journey, he speaks on the significance of building relationships and offering valuable advice to clients. The episode also covers Mendlowitz's prolific writing career, his teaching endeavors, and his perspective on the future of the accounting industry.
📣 Shout Outs: Jason Ackerman, Ron Baker, Martin Edelston, Bill Hagerman, Gino Malmacci, CPA Academy, WithumSmith+Brown, QuickBooks, Microsoft
⬇️ Videos Referenced ⬇️
063 So Many Things to Learn (feat. Ed Mendlowitz, CPA)
245 Pathways to Private Equity Pots of Gold (feat. Alex Drost, CPA)
Épisode 245
mercredi 29 janvier 2025 • Durée 49:06
Episode 245
FACULTY: Alex Drost, CPA
CLASS: #AccountingHigh
Join us in this insightful episode of Accounting High as we sit down with Alex Drost, a consultant with a background in investment banking and business consulting, and a licensed CPA. Alex shares his unconventional path into the accounting world, discusses the current trends in the accounting and private equity (PE) industries, and offers invaluable advice for both young professionals and established firm owners. Don't miss out on understanding the seismic shifts happening in the industry and how you can be a part of it.
📣 Shout Outs:
Matt Kidd, Randy Crabtree, Steve Hoffman, Brandon Hall, Connection Builders, Summit CPAs, Dark Horse CPAs, HD Growth Partners, Ascend, H&R Block, American Express, RSM, EY, Eisner Ampner, Cherry Becker, Fahrenheit Advisors, Smith Co, Smith Howard, Anders, PE Summit in Chicago, BDO, Notion
⬇️ Videos Referenced ⬇️
Getting Stuck at $1.2M and How I Got Out of the Way to Grow from Accountant to Entrepreneur Part 1
(https://youtu.be/PFEeE3hAkec)
Dismantling Pyramid Schemes with Selfish Motivations | Chase Birky, Tim Petrey, and Kenji Kuramoto
(https://youtu.be/cw51hauqtyA)
$10M Firm, Offering CAS, Implementing EOS, & backed by Private Equity! | Steven Hoffman, CEO
(https://youtu.be/TvlqZQfRchA)
Chapters:
00:00 Teaser
01:57 Alex Drost's Journey to Becoming a CPA
05:02 Connection Builders and Business Development
06:55 Private Equity in Accounting
11:01 Impact of Private Equity on Middle Market Firms
244 Smells Like Enrolled Agents (feat. Matthew Cordes, EA, Adam Markowitz, EA, & Scott Scarano, EA)
Épisode 244
mercredi 22 janvier 2025 • Durée 49:52
Episode 244
FACULTY: Matthew Cordes, EA and Adam Markowitz, EA
CLASS: #AccountingHigh
In this episode of Accounting High, Scott Scarano, EA invites the EA team for a discussion about the importance and impact of Enrolled Agents (EAs) in the tax and accounting world. Joined by EAs Adam Markowitz and Matthew Cordes, the conversation dives into their journeys, experiences, and the misconceptions surrounding EAs. The episode also features the premiere of a new OKR track “Smells Like EA’s”.
📣 Shout Outs: Sabrina Parris, Nancy McClellan, Jason Staats, Andrea McDonald, Jeremy Wells, Steadfast Bookkeeping, Luminary Tax Advisors, Florida Institute for Community Inclusion, Esteamed Coffee, Biddy and Bo’s, #TaxTwitter
243 Brothers Running a $1.3M Firm, Fighting Perfection, and Finding The Balance (feat. Nick Boscia, CPA, EA)
Épisode 243
mercredi 15 janvier 2025 • Durée 52:53
Episode 243
FACULTY: Nick Boscia, CPA, EA aka The Balanced CPA
CLASS: #Shoperations
In this episode, join Scotty as he talks with Nick Boscia, aka the Balanced CPA from New Jersey. Nick shares insights from his journey in accounting, taking over his father's firm, and running a family business with his brother. They explore the importance of balance in work and life, the evolution of their firm with technology, and the implementation of fair client pricing. Nick also discusses the challenges they faced and the aspirations for the future, all while maintaining a balanced approach to life and work. This engaging conversation offers a deep dive into the life of a modern CPA striving for balance and growth.
Tags: Accounting High, Accounting, Podcast, Coaching, Accounting Tips, How To Run An Accounting Practice, Accounting Industry, Accounting Practice, Transformation Economy, Service Offerings, Future of Accounting, Economics, Experience Economy, Transformation Economy
Tags: Accounting High, Accounting, Podcast, Coaching, Accounting Tips, How To Run An Accounting Practice, Accounting Industry, Accounting Practice, Private Equity, Firm Structure, Future of Accounting
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Partnerships, Work Life Balance, The Balanced CPA, CPA, EA, Entrepreneurship
Podcasts Similaires Basées sur le Contenu
Découvrez des podcasts liées à Accounting High. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
