Accounting High Tech Time

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Feb 2024

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What apps and plugins do you need for your accounting business? What's the crypto, AI, or automation technology that's going to be the next disrupter? Let's find out. It's Tech Time at Accounting High.

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8 recent

February 6, 2024Episode 845 min

Building a Technology Team

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | YoutubeBuilding a Technology Team Season 1 Episode 8FACULTY: Nicholas PasquarosaCLASS: #TechTimeTITLE: Building a Technology Team In this podcast episode, Scott interviews Nicholas Pasquarosa, the Founder of Bookkeeper360. The conversation unfolds through various chapters, exploring Nick's background, the inception of Bookkeeper360, the growth trajectory of the business, the pivotal role of Xero in changing dynamics, and disruptive approaches to bookkeeping.Introducing NickHigh School with NickThe start of Bookkeeper 360How the business grewFinding XeroXero changing thingsFull integrationTechnology and peopleBuilding a management teamThe Board of directorsA big "mistake"Long-time employeesMentorsDifficulties articulating the vision and imagination gapThe grinding yearsGoing remoteJust getting started...Being disruptiveGoals and visions for the futureShout Outs:[00:02:43] Introducing Nick[00:03:59] High School with Nick[00:06:46] the start of Bookkeepper 360[00:08:47] How the business grew[00:10:50] Finding Xero[00:12:48] Xero changing things[00:15:42] Full integration[00:16:28] Technology and people[00:19:03] Building a management team[00:20:36] The Board of directors[00:23:06] A big "mistake"[00:25:36] Long time employees[00:28:02] Mentors[00:29:46] Difficulties Articulating the vision and imagination gap[00:30:49] The grinding years[00:32:13] Going remote[00:35:23] Just getting started...[00:37:13] Being disruptive[00:41:26] Goals and visions for the future

January 30, 2024Episode 746 min

Ignition Remix

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | YoutubeIgnition RemixSeason 1 Episode 7FACULTY: Guy PearsonCLASS: #TechTimeTITLE: Ignition RemixIn this podcast episode, Scott interviews Guy Pearson, CEO of Ignition, delving into various facets of the company's journey, branding strategies, partnerships, integrations, organizational structure, challenges in growth, investor relations, the role of a CEO, emphasizing the significance of people within the organization, insights into pricing strategies facilitated by Ignition, and concluding advice.IntroBranding and PartnershipsIntegrationsIgnition is a Decentralized OrganizationGrowing PainsInvestorsBeing a CEOPeople are the PurposeIgnition Help with PricingFinal AdviceShout Outs:Dane Thomas, Craig Winkler, Jack Newton, William Z. McFarland, Richard Branson, Karbon, Gusto, Thomson Reuters, Xero, Intuit, Go Proposal, JMI, Tiger Global, EVP, Live Plan, Jirav00:00:00 Intro00:13:39 Branding and Partnerships00:16:49 Integrations00:21:10 Ignition is a Decentralized Organization00:24:37 Growing Pains00:28:08 Investors00:32:13 Being a CEO00:33:52 People are the Purpose 00:37:00 Ignition Help with Pricing00:44:25 Final Advice

January 23, 2024Episode 645 min

Active vs Passive Technologies

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | YoutubeActive vs Passive TechnologiesSeason 1 Episode 6FACULTY: Kellie ParksCLASS: #TechTimeTITLE: Active vs Passive TechnologiesIn this podcast episode, Scott interviews Kellie Parks CPB from Calmwaters Cloud Accounting, exploring a range of topics related to accounting, technology, navigating change, and dispelling stereotypes in the industry. The conversation touches on Kellie's unconventional entry into accounting, change management, leveraging technology, incorporating fun into the profession, bridging generational gaps, involving everyone in the evolution of the industry, and assessing the right people for collaboration.Not an AccountantGoProposal AdChangeChange and AATechnologyThe Fun FactorThe Older GenerationBringing Everyone Along for the RideCalling in the right or wrong peopleStereotypes and SwitzerlandShout Outs:Chad, Jason Staats, Blake Oliver, Matthew May, Kyle Turf, Splashtop, TeamViewer, Notion, Zapier, 17 Hats, Acuity Scheduling, Acuity CFOs00:05:44 Not an Accountant00:17:47 GoProposal Ad00:19:16 Change00:20:31 Change and AA00:22:20 Technology00:28:07 The Fun Factor00:31:42 The Older Generation00:37:22 Bringing Everyone Along for the Ride00:42:29 Calling in the right or wrong people00:44:16 Stereotypes and Switzerland

January 16, 2024Episode 546 min

Products (feat. Tallyfor)

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | YoutubeProducts (feat. Tallyfor)Season 1 Episode 5FACULTY: Shane Mason, Megan Justice, Nikole Mackenzie CLASS: #TechTimeTITLE: Products (feat. Tallyfor)In this podcast episode, Scott and Coach Mack interview Megan Justice, owner of Crayon Advisory, and Shane Mason, founder of Brooklyn Fi where they dive into the way they apply Tallyfor at their practices, insights into their heroes or role models, transitioning to the cloud, limitations and the prospects of Tallyfor, and considerations about Freshbooks.IntroductionsShane IntroBefore TallyforHeroesSaving Time With TallyforSwitching to Megan and the CloudHave more funLimitations and The Future of TallyforFreshbooksJournal EntriesMore Closing StatementsShout Outs:Peter Wen, Twyla Verhelst, Kristen Keats, Tallyfor, Freshbooks, Lacerte, Palantir, TD Ameritrade, Zapier, Karbon, XPAC, Xero, QBO, Thomson Reuters00:02:26 Introductions00:06:07 Shane Intro00:08:19 Before Tallyfor00:12:23 Heroes00:16:51 Saving Time With Tallyfor00:21:19 Switching to Megan and the Cloud00:30:30 Have more fun00:31:08 Limitations and The Future of Tallyfor00:36:24 Freshbooks00:39:51 Journal Entries00:43:01 More Closing Statements

January 9, 2024Episode 439 min

Cloud CEO to Desktop CPA

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | YoutubeCloud CEO to Desktop CPASeason 1 Episode 4FACULTY: Teddy Sullivan, Jason AckermanCLASS: #TechTimeTITLE: Cloud CEO to Desktop CPAScott and Jason interview Teddy Sullivan, the Owner of Human Accounting Partners, delving into various topics surrounding his journey from Xero to CPA, transitioning to cloud-based solutions, the challenges faced, and insights into his experiences buying and managing an accounting firm.Xero StuffWhat got Teddy into all of this?To CPA or not to CPA?Buying a FirmLocation, Location, Location/Remote FirmsNew Boss meeting new employeesFirst changesChallenges with going Cloud New Clients and Converting to cloud Not Acquiring Two FirmsBeing a Xero HomerEngageWhat's in the future? Advice for buying a firmGrowthFinal Thoughts Shout Outs:Summit CPA, Xero, Quickbooks, Kenji Kuramoto 00:03:31 Xero Stuff00:04:48 Scott's Firm00:04:49 What got Teddy into all of this?00:07:54 Buying a Firm00:10:09 Location, Location, Location/Remote Firms00:15:48 New Boss meeting new employees 00:18:14 First changes00:21:35 Challenges with going Cloud 00:25:11 New Clients and Converting to cloud 00:26:17 Not Acquiring Two Firms00:28:51 Being a Xero Homer00:30:32 Engage00:31:54 What's in the future? 00:33:33 Scott's Sales Process00:33:36 Advice for buying a firm00:34:29 Accounting High and Accounting U00:34:36 Growth00:37:29 Final Thoughts

January 2, 2024Episode 342 min

Tech Partners

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | YoutubeTech PartnersSeason 1 Episode 3FACULTY: Kenji Kuramoto, Nikole MackenzieCLASS: #TechTimeTITLE: Tech PartnersIn this podcast episode, Scott interviews Kenji Kuramoto, CEO of Acuity, and Nikole "Choach Niks" Mackenzie, Founder and CEO of Momentum Accounting. They discuss their roles within their respective organizations, acquisitions shared visions and goals, and insights into the dynamics of partnerships.Introductions Kenji and His PartnersHow Kenji met Matthew Titles and RolesDealing with Conflict and Complementing PersonalitiesSize and GrowthProcess StreetAcquisitionsSharing the Goals and VisionPartnership is not for Everyone

December 19, 2023Episode 245 min

The Grandma of Cloud Accounting

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | YoutubeIn this podcast episode, Scott interviews Rachel Fisch, the founder of Fischbooks Inc., delving into her journey in the accounting industry, her experiences with various accounting software, and her insights into modernizing tax practices.Journey to Fisch BooksRachel The Social ButterflyAccounting Software in CanadaModernizing TaxSelling Her FirmWorking at Sage and moving to High RockSoftware and the relationship with the usersAntics at High RockAuthenticity on Social MediaShout Outs:Liz Scott, High Rock AccountingAccounting High Tech Time is brought to you by Accounting High, and hosted by Scotty Scarano and Nix Mackenzie.

December 11, 2023Episode 142 min

The Age of the Superapp

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | YoutubeScott interviews David Barrett, the Founder and CEO of Expensify. The conversation covers a range of topics including inspiration, lessons from failures, the role of altruism, fostering a positive work culture, talent identification, managing ambitious individuals, Expensify's compensation model, the concept of a "Superapp," and the limits associated with it.Who Inspires You?Tell us about something you f-ed upAltruism; The Root of All EvilHave FunHow do you identify Talent, Ambition, and Humility?How do you keep Ambitious people rowing in the same direction? Expensify's Compensation ModelExpensify PayrollWhat are the limits of a Superapp?S1 Announcement VideoSuperappAccounting High Tech Time is brought to you by Accounting High, and hosted by Scotty Scarano and Nix Mackenzie.

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