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 | Youtube Building a Technology Team Season 1 Episode 8 FACULTY: Nicholas Pasquarosa CLASS: #TechTime TITLE: 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 Nick High School with Nick The start of Bookkeeper 360 How the business grew Finding Xero Xero changing things Full integration Technology and people Building a management team The Board of directors A big "mistake" Long-time employees Mentors Difficulties articulating the vision and imagination gap The grinding years Going remote Just getting started... Being disruptive Goals and visions for the future Shout 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 | Youtube Ignition Remix Season 1 Episode 7 FACULTY: Guy Pearson CLASS: #TechTime TITLE: Ignition Remix In 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. Intro Branding and Partnerships Integrations Ignition is a Decentralized Organization Growing Pains Investors Being a CEO People are the Purpose Ignition Help with Pricing Final Advice Shout 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, Jirav 00:00:00 Intro 00:13:39 Branding and Partnerships 00:16:49 Integrations 00:21:10 Ignition is a Decentralized Organization 00:24:37 Growing Pains 00:28:08 Investors 00:32:13 Being a CEO 00:33:52 People are the Purpose 00:37:00 Ignition Help with Pricing 00:44:25 Final Advice

January 23, 2024Episode 645 min

Active vs Passive Technologies

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Active vs Passive Technologies Season 1 Episode 6 FACULTY: Kellie Parks CLASS: #TechTime TITLE: Active vs Passive Technologies In 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 Accountant GoProposal Ad Change Change and AA Technology The Fun Factor The Older Generation Bringing Everyone Along for the Ride Calling in the right or wrong people Stereotypes and Switzerland Shout Outs: Chad, Jason Staats, Blake Oliver, Matthew May, Kyle Turf, Splashtop, TeamViewer, Notion, Zapier, 17 Hats, Acuity Scheduling, Acuity CFOs 00:05:44 Not an Accountant 00:17:47 GoProposal Ad 00:19:16 Change 00:20:31 Change and AA 00:22:20 Technology 00:28:07 The Fun Factor 00:31:42 The Older Generation 00:37:22 Bringing Everyone Along for the Ride 00:42:29 Calling in the right or wrong people 00:44:16 Stereotypes and Switzerland

January 16, 2024Episode 546 min

Products (feat. Tallyfor)

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Products (feat. Tallyfor) Season 1 Episode 5 FACULTY: Shane Mason, Megan Justice, Nikole Mackenzie CLASS: #TechTime TITLE: 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. Introductions Shane Intro Before Tallyfor Heroes Saving Time With Tallyfor Switching to Megan and the Cloud Have more fun Limitations and The Future of Tallyfor Freshbooks Journal Entries More Closing Statements Shout Outs: Peter Wen, Twyla Verhelst, Kristen Keats, Tallyfor, Freshbooks, Lacerte, Palantir, TD Ameritrade, Zapier, Karbon, XPAC, Xero, QBO, Thomson Reuters 00:02:26 Introductions 00:06:07 Shane Intro 00:08:19 Before Tallyfor 00:12:23 Heroes 00:16:51 Saving Time With Tallyfor 00:21:19 Switching to Megan and the Cloud 00:30:30 Have more fun 00:31:08 Limitations and The Future of Tallyfor 00:36:24 Freshbooks 00:39:51 Journal Entries 00:43:01 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 | Youtube Cloud CEO to Desktop CPA Season 1 Episode 4 FACULTY: Teddy Sullivan, Jason Ackerman CLASS: #TechTime TITLE: Cloud CEO to Desktop CPA Scott 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 Stuff What got Teddy into all of this? To CPA or not to CPA? Buying a Firm Location, Location, Location/Remote Firms New Boss meeting new employees First changes Challenges with going Cloud New Clients and Converting to cloud Not Acquiring Two Firms Being a Xero Homer Engage What's in the future? Advice for buying a firm Growth Final Thoughts Shout Outs: Summit CPA, Xero, Quickbooks, Kenji Kuramoto 00:03:31 Xero Stuff 00:04:48 Scott's Firm 00:04:49 What got Teddy into all of this? 00:07:54 Buying a Firm 00:10:09 Location, Location, Location/Remote Firms 00:15:48 New Boss meeting new employees 00:18:14 First changes 00:21:35 Challenges with going Cloud 00:25:11 New Clients and Converting to cloud 00:26:17 Not Acquiring Two Firms 00:28:51 Being a Xero Homer 00:30:32 Engage 00:31:54 What's in the future? 00:33:33 Scott's Sales Process 00:33:36 Advice for buying a firm 00:34:29 Accounting High and Accounting U 00:34:36 Growth 00:37:29 Final Thoughts

January 2, 2024Episode 342 min

Tech Partners

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Tech Partners Season 1 Episode 3 FACULTY: Kenji Kuramoto, Nikole Mackenzie CLASS: #TechTime TITLE: Tech Partners In 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 Partners How Kenji met Matthew Titles and Roles Dealing with Conflict and Complementing Personalities Size and Growth Process Street Acquisitions Sharing the Goals and Vision Partnership 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 | Youtube In 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 Books Rachel The Social Butterfly Accounting Software in Canada Modernizing Tax Selling Her Firm Working at Sage and moving to High Rock Software and the relationship with the users Antics at High Rock Authenticity on Social Media Shout Outs: Liz Scott, High Rock Accounting Accounting 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 | Youtube Scott 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 up Altruism; The Root of All Evil Have Fun How do you identify Talent, Ambition, and Humility? How do you keep Ambitious people rowing in the same direction? Expensify's Compensation Model Expensify Payroll What are the limits of a Superapp? S1 Announcement Video Superapp Accounting High Tech Time is brought to you by Accounting High , and hosted by Scotty Scarano and Nix Mackenzie.