Accounting High

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.

All the Shoutouts:

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

48:50 The Role of Storytelling in Business

52:33 Creating a Positive Work Environment

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Paul Dunn

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)

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.

📣 Shout Outs: Bernie Ackerman, BNA CPAs & Advisors, Gusto, Ron Baker, Fidelity, Guideline, Human Interest, ADP, Finch, Intuit, Paychex, OnPay

⬇️Videos Referenced⬇️

$6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! | Jason Ackerman, CPA