Accounting High

Episode 234

FACULTY: Matt Kidd, CPA

CLASS: #Shoperations

In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practices, tax season, and client relationships. Tune in for a comprehensive view on growing a client-centric, million-dollar CPA practice, with insights on practical strategies and overcoming challenges in the accounting profession.

📣 Shout Outs: Shane Mason, Blunden, QuickBooks Online, QuickBooks Desktop, Xero, UltraTax, Karbon, Excello, Onvio, Thompson Reuters, Citrix, Buckingham Strategic Partners, Loring Ward, AICPA, AICPAENGAGE, Jon Gordon

⬇️ Video Referenced ⬇️

Episode 233

FACULTY: Kendale King, CPA

CLASS: #AccountingHigh

Join us as Scotty interviews Kendale King, CPA from Los Angeles, who shares his inspiring journey from childhood entrepreneurship with his brother to a successful career in Hollywood accounting. Kendale discusses his transition from auditing roles at Deloitte to working in entertainment consulting with major companies like Netflix. His passion for accounting and entrepreneurial spirit led him to launch CPAcon, the first accounting olympics. Discover what Kendale is bringing to the accounting world in this episode!

📣 Shout Outs: CPACon, Deloitte, Chrysler, Morehouse College, Siegfried Seals Group, 21st Century Fox, Netflix, Earmark, Richard, Denise Freming, CalCPA, Dream Con

Chapters:

00:00 Teaser

01:55 Kendale's Background and Early Life

02:41 Choosing a Career Path

03:41 First Steps in Accounting

05:24 Early Entrepreneurial Ventures

09:31 Transition to Entertainment Industry

12:10 Experience at Netflix

14:27 Post-Netflix Career Moves

19:24 Introducing CPACon: Gamifying Accounting

29:42 Final Thoughts and Advice

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Kendale King, CPA

Episode 232

FACULTY: Becca Smith, MAAT

In this episode, Scotty interviews Becca Smith, MAAT an Education Leader at Xero. Learn about the global nuances of accounting practices, Xero’s educational initiatives, and community events like Xerocon and Xero roadshows. Hear updates about Xero’s innovative payment solutions, their AI companion JAX, and the evolution of financial technologies. Join us to learn how these advancements are shaping the future of accounting!

📣 Shout Outs: Xero, Xerocon, Bill.com, Xero JAX

Chapters:

00:00 Teaser

01:28 Introduction 

04:08 Transition to Xero 

08:52 Role at Xero and Education Focus 

15:03 Community Building and Events 

21:40 Personal Insights and Running 

23:36 Balancing Work and Hobbies 

23:49 Global Accounting Practices 

24:54 Payment Methods Evolution 

28:13 Tipping Culture Differences 

28:53 Xero's New Initiatives 

33:40 JAX AI Companion 

40:39 XeroCon Rap Performance

45:25 Conclusion

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Becca Smith, MAAT

Episode 231

FACULTY: Kyle Geers, CPA

CLASS: #Shoperations

In this episode, join Scotty and Kyle Geers as they talk about his unique path from college water skiing enthusiast to managing a fully remote firm with $2 million in revenue. Hear how the founders of Zeroed In leveraged their skills to create profitable accounting practices, navigated communication and collaboration challenges, and utilized tools like Power BI and ClickUp. Discover insights on capacity planning, client service management, and fostering team growth through clear career paths.

📣 Shout Outs: Bridging the Gap, Grant Thornton, Xero, Zeroed In, QBO, NetSuite, Sage, Microsoft Dynamics, Power BI, Power Query, Power Automate, Microsoft Copilot, ChatGPT, Microsoft 365, ClickUp. Zapier, Microsoft SharePoint, Microsoft Teams, Roman Villard, Digital CPA

Chapters:

00:00 Teaser 

02:27 Kyle's Journey into Accounting 

04:46 Experiences at Grant Thornton 

09:46 Transition to Technical Accounting Advisory 

16:54 Building and Growing Zeroed In 

20:52 Using ChatGPT vs. Copilot 

21:37 Integrating Accounting Systems 

23:31 Client Onboarding and Ideal Profiles 

25:48 Roles and Responsibilities in the Firm 

29:37 Internal Communication and Team Meetings 

33:03 Final Tips for Students 

34:07 Partnership Dynamics and Challenges 

36:16 Networking and Professional Communities

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Kyle Geers, CPA

Episode 230

FACULTY: Ashley Francis, CPA

CLASS: #TheGuide

In this episode, Scotty and Ashley Francis, CPA explore personal development strategies, including habit formation, overcoming people-pleasing, managing self-doubt and anxiety, especially in high-pressure situations like public speaking and even how ChatGPT could be your goto therapist.

📣 Shout Outs: Mike Sylvester, ChatGPT, Xero

⬇️Episodes Referenced ⬇️

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