<p>Episode 229</p> <p>FACULTY: Ashley Francis, CPA</p> <p>CLASS: #Shoperations</p> <p>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.</p> <p>Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!</p> <p>πŸ“£ 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</p> <p>Chapters:</p> <p>00:00 Teaser</p> <p>02:17 Introduction</p> <p>05:01 The Role of Accountants in Society</p> <p>13:47 Starting a Practice and Homeschooling</p> <p>17:25 Building a Niche in Trust Taxes</p> <p>21:05 The Power of Networking and Social Media</p> <p>22:56 Balancing Practice and New Opportunities</p> <p>28:10 Exploring White Labeling and Future Plans</p> <p>πŸ”— Connect With Us On LinkedIn! πŸ”—</p> <p>Ashley Francis, CPA</p> <p>πŸ“Ž<a href="https://www.linkedin.com/in/ashley-francis-seattle/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/ashley-francis-seattle/</a></p> <p>The Francis Group, PLLC</p> <p>πŸ“Ž<a href="https://francisgroupsea.com/" rel="ugc noopener noreferrer" target="_blank"> https://francisgroupsea.com/</a></p> <p>Scotty OKR Scarano</p> <p>πŸ“Ž<a href="https://www.linkedin.com/in/scottscarano/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/scottscarano/</a></p> <p>Accounting High</p> <p>πŸ“Ž<a href="https://www.linkedin.com/company/accounting-high/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/accounting-high/</a></p> <p>πŸ“Ž<a href="https://www.accountinghigh.com/" rel="ugc noopener noreferrer" target="_blank"> https://www.accountinghigh.com/</a></p> <p>Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Taxation Podcast, CPA Interview, Trust Taxes, Financial Planning, Accounting Career, Estate Planning, Homeschooling, Wealth Management, High Net Worth, Accounting High Podcast, Professional Guidance, Financial Advisory, CPA Firm, Course Creation, Business Strategy, Tax Professionals, Seattle Tax, Family Office, Social Media Networking, Tax Automation</p>

Accounting High

Accounting High

229 Carving out a Niche for Trust Taxes (feat. Ashley Francis, CPA)

OCT 13, 202432 MIN
Accounting High

229 Carving out a Niche for Trust Taxes (feat. Ashley Francis, CPA)

OCT 13, 202432 MIN

Description

<p>Episode 229</p> <p>FACULTY: Ashley Francis, CPA</p> <p>CLASS: #Shoperations</p> <p>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.</p> <p>Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!</p> <p>πŸ“£ 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</p> <p>Chapters:</p> <p>00:00 Teaser</p> <p>02:17 Introduction</p> <p>05:01 The Role of Accountants in Society</p> <p>13:47 Starting a Practice and Homeschooling</p> <p>17:25 Building a Niche in Trust Taxes</p> <p>21:05 The Power of Networking and Social Media</p> <p>22:56 Balancing Practice and New Opportunities</p> <p>28:10 Exploring White Labeling and Future Plans</p> <p>πŸ”— Connect With Us On LinkedIn! πŸ”—</p> <p>Ashley Francis, CPA</p> <p>πŸ“Ž<a href="https://www.linkedin.com/in/ashley-francis-seattle/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/ashley-francis-seattle/</a></p> <p>The Francis Group, PLLC</p> <p>πŸ“Ž<a href="https://francisgroupsea.com/" rel="ugc noopener noreferrer" target="_blank"> https://francisgroupsea.com/</a></p> <p>Scotty OKR Scarano</p> <p>πŸ“Ž<a href="https://www.linkedin.com/in/scottscarano/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/in/scottscarano/</a></p> <p>Accounting High</p> <p>πŸ“Ž<a href="https://www.linkedin.com/company/accounting-high/" rel="ugc noopener noreferrer" target="_blank"> https://www.linkedin.com/company/accounting-high/</a></p> <p>πŸ“Ž<a href="https://www.accountinghigh.com/" rel="ugc noopener noreferrer" target="_blank"> https://www.accountinghigh.com/</a></p> <p>Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Taxation Podcast, CPA Interview, Trust Taxes, Financial Planning, Accounting Career, Estate Planning, Homeschooling, Wealth Management, High Net Worth, Accounting High Podcast, Professional Guidance, Financial Advisory, CPA Firm, Course Creation, Business Strategy, Tax Professionals, Seattle Tax, Family Office, Social Media Networking, Tax Automation</p>