Shoperations, from Accounting High

Hosted by Accounting High

Business Management

Website RSS feed

Episodes

Latest episode

Jan 2024

Language

About the show

You down with SOPs?!? On Shoperations, we learn all about systems and processes in accounting. It's firm owners talking ops. Let's Go!

Listen to episodes

7 recent

January 31, 2024Episode 740 min

Accounting Infamous

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Accounting Infamous Season 1 Episode 7 FACULTY: Mike Michalowcz, Jason Ackerman CLASS: #Shoperations TITLE: Accounting Infamous Scott and Jason interview Mike Michalowicz, author of "Profit First," in this podcast. They cover Mike's journey profit first, reflections on professions, theatre and comedy, the "Grow My Accounting Podcast, advice for entrepreneurs, and a comparison between Simon Sinek and Profit First. The Michalowcz Hierarchy Fame To Be a Garbage Man... Theatre and Comedy Grow My Accounting Podcast and Unwinding the Propaganda The Grow Your Practice Podcast Other Podcasts How do you interact with your accountant? One Piece of Advice Profit First? Buying Up other Firms Profit First and Acquisition The Starving Entrepreneur Simon Sinek vs Profit First Shout Outs: 00:04:00 The Michalowcz Hierarchy 00:05:00 Fame 00:07:00 To Be a Garbage Man... 00:09:00 Theatre and Comedy 00:11:00 Grow My Accounting Podcast and Unwinding the Propaganda 00:12:00 The Grow Your Practice Podcast 00:13:00 Other Podcasts 00:14:00 How do you interact with your accountant? 00:15:00 One Piece of Advice 00:16:00 Profit First? 00:17:00 Buying Up other Firms 00:18:00 Profit First and Acquisition 00:19:00 The Starving Entrepreneur 00:21:00 Simon Sinek vs Profit First

January 24, 2024Episode 61 hr 0 min

Melissa McCarthy for Accounting Professionals

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Melissa McCarthy for Accounting Professionals Season 1 Episode 6 FACULTY: Dawn Brolin CLASS: #Shoperations TITLE: Melissa McCarthy for Accounting Professionals Scott interviews Dawn Brolin, CEO of Powerful Accounting, discussing her New England attitude, handling challenging clients, crucial business processes, inter-firm collaborations, lessons from a six-year partnership, numerical aspects, motivating accountants, hiring strategies, personal and professional goals, encounters with figures like Mike Michalowicz, representing clients before the IRS, pricing intricacies for selling, and the importance of personal time. The New England Attitude PIA and PITA Clients Most Important Process No Partner Firm Inter-Firm Collaborations What Dawn Learned from a 6 Year Partnership Hard Numbers Motivating Accountants Hiring and Managing People Dawn's Goals Meeting Mike Michalowitz Representing Clients Before the IRS Pricing for Selling Making Time Off Shout Outs: [00:02:57] The New England Attitude [00:05:36] PIA and PITA CLients [00:10:06] Most Important Process [00:12:00] No Partner Firm [00:15:54] Inter-Firm Collaborations [00:21:05] What Dawn Learned from a 6 Year Partnership [00:25:32] Hard Numbers [00:27:20] Motivating Accountants [00:31:00] Hiring and Managing People [00:35:27] Dawn's Goals [00:39:49] Meeting Mike Michalowitz [00:44:40] Representing Clients Before the IRS [00:47:20] Pricing for Selling [00:49:53] Making Time Off

January 17, 2024Episode 51 hr 1 min

The Accounting Messiah

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube The Accounting Messiah Season 1 Episode 5 FACULTY: Ryan Lazanis, Jason Ackerman CLASS: #Shoperations TITLE: The Accounting Messiah In this podcast episode, Scott and Ackerman interview Ryan Lazanis, the Founder of Future Firm, Xen Accounting, and a strategic advisor at BotKeeper. The discussion covers Ryan's journey into accounting, his introduction to cloud accounting and subscription billing, experiences with hiring the first employees, scalability challenges and strategies, considerations about clients and niche specialization, the evolutionary path of his firm, discovering his purpose, the process of selling his firm, the inception of Future Firm, common mistakes made by firms, the dynamics between competition and community, and cautionary advice regarding automation and other aspects within the accounting domain. How Ryan Got Into Accounting Introduction into Cloud Accounting and Subscription Billing First Hires Scalability Clients and Niching Evolution of the Firm Finding His Purpose Selling the Firm Starting Future Firm Biggest Mistakes Firms Make Competition vs Community Caution with Automation and other Sage Advice Shout Outs: Marie Phillips, Dark Horse, Xero, Padgett, Crunch Bookkeeping 00:03:01 How Ryan Got Into Accounting 00:07:17 Introduction into Cloud Accounting and Subscription Billing 00:11:31 First Hires 00:14:21 Scalability 00:18:22 Clients and Niching 00:22:43 Evolution of the Firm 00:23:55 Finding His Purpose 00:29:31 Selling the Firm 00:32:51 Starting Future Firm 00:36:17 Biggest Mistakes Firms Make 00:43:45 Competition vs Community 00:46:29 Caution with Automation and other Sage Advice

January 10, 2024Episode 453 min

50 Shades of Gray Areas

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube 50 Shades of Gray Areas Season 1 Episode 4 FACULTY: John Briggs, Jason Ackerman CLASS: #Shoperations TITLE: 50 Shades of Gray Areas Scott and Jason engage in a conversation with John Briggs, the Founder of Incite Tax, where they discuss various gray areas of accounting and tax as well as how things work at Incite Tax. Introducing John Briggs Being too Conservative with Accounting 50 Shades of Gray Areas Why Focus on Tax? CFO Services Pricing Returns Dealing with PITA Clients More Pricing Details John's Secret to Efficiency Workflow of the Firm The Structure of the Firm Targeting Solo-preneurs The Canopy Deal Shout Outs: N/A

January 3, 2024Episode 356 min

So Many Things to Learn

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube So Many Things to Learn Season 1 Episode 3 FACULTY: Ed Mendlowitz CLASS: #Shoperations TITLE: So Many Things to Learn In this podcast episode, Scott and Jason Ackerman interview Ed Mendlowitz, a Partner at WithumSmith+Brown. The discussion covers various aspects of Ed's experience in accounting, including early fixed-price subscription billing, insights from Tax Court, identifying good and bad clients, dealing with fraudulent individuals, maintaining professional integrity, anecdotes about unusual client situations, insights into partnerships, staying ahead in the industry, and a final intriguing story. Ed's Fixed Price Subscription Billing Tax Court Ed's Hourly Rate How to tell a good and a bad client Not Accounting for Crooks You Can't Compromise Crazy Client Stories Ed's Partnerships Being Ahead of the Curve What Hasn't Changed in the Industry Favorite Thing in Accounting Parting Advice One Last Story

December 20, 2023Episode 21 hr 34 min

The Art & Soul of Accounting

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Scott interviews Ron Baker, the founder of VeraSage Institute , in an insightful discussion covering topics such as value pricing, time tracking, employee growth, the intricacies of billing methods in the accounting profession, and the early years of Ron’s life in the accounting profession. How Ron Got started The Birth of Value Pricing Ron's First Book and Entry to Radio Charlie Brown and Sons of CPAs Scott and Time Tracking Money is Time Leading Indicators Replacements for Time Sheets Efficiency versus Effectiveness Letting Your Employees Grow Scheduling Creativity and Meditation Don't be at Capacity Employee "Rust-Out" Good Consulting by Asking the Right Questions What is Value? The Art of Business How Ron Would Build a Firm Niching Money gives you control over your time Why People Still Bill by the Hour Shoperations is a production of Accounting High and hosted by Scotty "OKR" Scarano.

December 13, 2023Episode 11 hr 3 min

Model Cloud Accounting Firm

For more Accounting High content, visit the main feed on Apple Podcasts | Spotify | Youtube Scott interviews Jody Grunden, CPA, co-founder of Summit CPA Group and author of two books, to discuss various topics related to running an accounting practice and building virtual CFO services, dressing "professionally", and niching down. Introduction and an update on recent developments since the last interview. The origin story of Jody’s Hawaiian shirts Scott shares his similar wardrobe story Discussing the evolution of “professional attire” in the accounting profession Exploring the benefits and challenges of running a remote accounting firm The importance of finding a niche and specializing in the industry Creating CFOs from accountants within the firm and the training and development process Utilizing retreats and building a strong company community Addressing the resistance to change in the accounting industry and the need for adaptation Insights into the day-to-day operations and growth goals at Summit CPA Group Scott and Jody discuss the acquisition of cloud firms, venture capital, and private equity Shout Outs: Tommy Bahama, Accounting Salon, Kenji Kuramoto, AICPA, Karbon, Dave Barrett, Matthew May, Acuity Shoperations is a production of Accounting High and hosted by Scotty "OKR" Scarano.