Shoperations, from Accounting High

De: Accounting High
  • Resumen

  • You down with SOPs?!? On Shoperations, we learn all about systems and processes in accounting. It's firm owners talking ops. Let's Go!
    2023 Accounting High
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Episodios
  • Accounting Infamous
    Jan 31 2024

    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

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    40 m
  • Melissa McCarthy for Accounting Professionals
    Jan 24 2024

    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

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    1 h y 1 m
  • The Accounting Messiah
    Jan 17 2024

    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

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    1 h y 2 m
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