Episode 236 FACULTY: Joe Carufe and Ben Curtis, CPA CLASS: #Shoperations In this episode, Scotty hosts Joe Carufe and Ben Curtis of Good Measure. They discuss their unique approach to building a new type of firm, embracing partnership without ego, and intentionally planning for sustainable growth. The conversation dives into the evolution from their past experiences to creating Good Measure with a focus on strong client relationships and community impact. Joe and Ben share their vision for a balanced professional and personal life, their process in finding ideal clients, and the importance of ..read more

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 R ..read more

Episode 216 FACULTY: Alyssa J. Dillon CLASS: #SocialStudies In this episode, we explore the inspiring journey of Alyssa J. Dillon from an unwilling accounting student to a successful entrepreneur and profit strategist. Learn how Alyssa built her brand, established herself as a marketing expert, and how she now mentors accountants on leveraging social media and marketing strategies to grow their firms. This episode is packed with insights on overcoming imposter syndrome, harnessing the power of social media, scaling businesses, and much more. Tune in to discover the keys to taking your accounti ..read more

Episode 214 FACULTY: Yuri Kapilovich, CPA CLASS: #Shoperations In this episode of Accounting High, Scott interviews Yuri Kapilovich, the 'Fun CPA,' to discuss his non-traditional approach to running a CPA practice. They explore Yuri's career journey from numerous CPA firms to his own practice, emphasizing his pursuit of individual tax over corporate tax and his strategy for maintaining a balanced and enjoyable work life. Scott and Yuri discuss the challenges of scaling his firm while preserving his lifestyle, and the unique value he offers to clients and potential hires. ? Shout Out: EY Chapte ..read more

Episode 201 FACULTY: Karen Reyburn, CPA CLASS: #SocialStudies In this podcast episode, Scott interviews Karen Reyburn, CPA, and owner of We are PF. Karen talks about building her brand and business, highlighting the importance of authenticity, creativity, and adaptation in the evolving landscape of accounting and business consulting. From the origins of her brand colors to her approach to social media marketing, Karen provides valuable lessons and experiences that resonate with entrepreneurs and professionals alike. Shout Outs: We are PF Chapters: 00:00:00 Introduction 00:06:51 Being Unique by ..read more

EPISODE 199 FACULTY: Katherine Studley CLASS: #SocialStudies In this episode Scotty interviews Katherine Studley, the Co-founder of Prisma Tax Group and the Founder/CEO of The Only Consultant. The episode takes the audience through Katherine's unique journey, from public accounting to becoming the go-to accountant for spicy content creators in the adult industry. The discussion unfolds the challenges and successes of building a firm with extraordinary growth, navigating a buyout, and overcoming marketing challenges in a specialized niche. Shout Outs: Zoho  Chapters: 00:02:12 Introduction ..read more

Episode 190 FACULTY: Ed Mendlowitz CLASS: #Shoperations TITLE: From CEO to Chairman of the Board In this episode, we flip the script and Ed Mendlowitz interviews Scotty "OKR,". Explore Scotty's journey, from initial inspirations to firm growth, unveiling key strategies for client connections, niche development, and innovative billing approaches. Gain valuable insights into client engagement, consultancy services, and OKR’s. Reminiscing Scott's Firm What got Teddy into all of this? How is Scott Organized?   Keeping in touch with clients Growth of the Firm and the Podcast ..read more

Episode 189 FACULTY: Seth Fineberg CLASS: #TechTime TITLE: Earning Trust with Accountants in America Scotty engages in a podcast discussion with Seth Fineberg, the Founder of Accountants Forward, where they discuss his journey into journalism in the accounting space, the withdrawal of Accounting Web, AI, and how Tech Companies should sell to accountants. Introducing Seth How Seth got into Accounting Getting into Accounting Web Taking on Accounting Web  The Realities of the Automated Practice Advisory and CAS The Fall of Accounting Web Seth's Next Move AI is not Replacing ..read more

Episode 235 FACULTY: Carla McCall, CPA aka Queen B CLASS: #Shoperations In this episode, Scotty interviews Carla McCall, CPA, managing partner of AAFCPAs and chair of the AICPA. Carla shares her innovative approach to the accounting profession, emphasizing a people-first culture that flips the traditional script of client and firm importance. She discusses the importance of technology integration, lessons learned from her career journey, and strategies implemented to create a supportive and inclusive workplace. Carla also touches on her work with the AICPA, the future of the accounting profess ..read more

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 Thornt ..read more