Accounting High

Episode 229

FACULTY: Ashley Francis, CPA

CLASS: #Shoperations

In this episode, Scotty and Ashley Francis, CPA discuss her journey in becoming a CPA, building her niche practice focused on high-net-worth individuals, and exploring educational opportunities. Ashley shares her passion for accounting, spurred by early childhood experiences, and her growth from working in large accounting firms to running her own practice. She talks about her unique experience with trust and estate taxes, homeschooling her son, and the challenges and rewards of balancing a practice with educational endeavors.

Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!

📣 Shout Outs: Alicyn McLeod, Nicole Davis, Byron Patrick, Neil Stevenson, Ali Abdaal, Cal Newport, Deep Work, Misty Schachtell, Theatre of Public Speaking, Seattle Estate Planning Society, Matthew G Norton, Deloitte, Oura Ring, Twitter, AICPA Engage, Atlanta Tax, Jason Staats

Chapters:

00:00 Teaser

02:17 Introduction

05:01 The Role of Accountants in Society

13:47 Starting a Practice and Homeschooling

17:25 Building a Niche in Trust Taxes

21:05 The Power of Networking and Social Media

22:56 Balancing Practice and New Opportunities

28:10 Exploring White Labeling and Future Plans

🔗 Connect With Us On LinkedIn! 🔗

Ashley Francis, CPA

Episode 228

FACULTY: Adam Hale, CPA

CLASS: #Shoperations

TITLE: $10M Model Cloud Accounting Firm, Beyond the Summit

In this episode of Accounting High, join the host and guest Adam Hale from Summit CPAs as they dive into the transformation from traditional accounting to advisory services. Adam discusses the journey of creating a successful model cloud accounting firm, emphasizing the shift from answering questions to asking them, the importance of building a niche, and the challenges of merging with a larger firm like Anders. He shares valuable insights on developing advisory services, maintaining culture in a distributed team, and growing a business by learning from failures. Whether you're starting out in the accounting field or looking to innovate within your firm, this episode offers practical advice and inspiration.

📣 Shout Outs: Summit CPAs, Anders CPAs + Advisors, Jody Grunden, Kenji Kuramoto, Matthew May, Acuity, Mike Meilinger, Virtual CFO, Navigate the Journey

⬇️Videos Referenced⬇️

Episode 47 - The Model Cloud Accounting Firm (feat. Jody Grunden, CPA)

Episode 227

FACULTY: Mike Meilinger, CPA

CLASS: #Shoperations

In this episode, join us as we dive into an inspiring conversation with Mike Meilinger, a seasoned CPA and business coach who has transformed not only his accounting firm but also his health. Mike shares his incredible physical transformation and adopting extreme fitness regimes like 75 Hard. Gain valuable insights on balancing business success with personal health, the importance of emotional well-being, and why investing in discomfort can lead to growth in all aspects of life.

📣 Shout Outs: Gary Breka Health Routine, Bridging the Gap, Deloitte, Insignia, Strategic Coach, Buy Back Your Time, Dan Martell, Dan Sullivan, Geno Wickman, Quickbooks, Thomson Reuters, Certified Tax Coach, Dominique Molina, Rick Solomon, Monday, ClickUp, Citrix, UltraTax, Rightworks, Xero, Bill.com, Rootworks, Jason Staats, Summit CPA, Gusto, Jody Grunden, Eddie Priscilla’s Live Hard Program, Pinnacle Coaching, Gordon Caudle, Enlightened Business Advisors, Peter Attia, Brant Hansen

📚 Books Referenced 📚

Buy Back Your Time by Dan Martell

Unoffendable by Brant Hansen

Outlived by Peter Attia

Chapters:

00:00 Teaser 

02:52 Mike's Journey to Accounting 

04:49 Starting and Growing the Firm 

06:10 Strategic Coach and Business Principles 

13:51 Technology and Outsourcing 

24:00 Learning from the Best: Coaches and Systems 

24:34 Pricing and Engagement Lessons 

26:28 Sales and Hiring Strategies 

27:54 Journey to Health and Fitness 

31:10 The Importance of Self-Investment 

44:23 Emotional Health and Forgiveness 

46:54 Final Thoughts

🔗 Connect With Us On LinkedIn! 🔗

Mike Meilinger

Episode 226

FACULTY: Dominic Piscopo, CPA

In this episode, Scotty chats with Domini Piscopo, the founder of Big4Transparency.com. Domini shares his journey from being a tax analyst at Deloitte to becoming an entrepreneur. He talks about the importance of transparency in the accounting profession, how his platform helps accountants understand salary expectations, and his future plans for Big4Transparency.

📣 Shout Outs: Big4Transparency, Bridging the Gap, Deloitte Canada, Rewind, Lil Dicky, Dave Byrd, Reddit, Robert Half, Fishbowl, Blind, Brandon Hall, Twitter/X, Tim Petrey

⬇️ *Videos Referenced* ⬇️

_$7.5M Small Town Big Fish Swimming with PE Sharks (feat. Tim Petrey, CPA)_

Episode 225

FACULTY: Terrell Turner, CPA

CLASS: #SocialStudies

In this Social Studies episode of Accounting High, Scotty and Terrell Turner discuss the evolution of marketing in the age of AI and how firms can adapt to the changes brought by large language models like ChatGPT. Learn strategies to ensure your brand shows up in AI-driven searches. Terrell shares his practical experiences, including integrating high-value content, leveraging different social media platforms, and personalizing marketing approaches.

📣 Shout Outs: YouTube, Tik-Tok, Facebook, LinkedIn, Instagram, Pintrest, Zoom, Streamyard, Riverside, Samuel L Jackson, Bridging the Gap, Oprah, Logitech, ChatGPT, Kanye West, Tim Petrey, Logan Graf, State Farm, Geico, Procter & Gamble

⬇️Videos Referenced⬇️

Guide to Ground your Growth with Gratitude | Tim Petrey, CPA