Episode 207

FACULTY: Shannon Weinstein, CPA

CLASS: #SocialStudies

In this episode, Scott interviews Shannon Weinstein, CPA, the Host of the Keep What You Earn podcast. Shannon shares her journey of starting her own practice, leveraging Instagram as a brand-building tool, early growth experiences, transitioning from an order taker to a menu creator, marketing strategies, developing values from challenging clients, attracting ideal clients, core truths, leveraging the podcast for business growth, and tips for social media and potential podcasters.

Shout Outs:

Paul Seaton, Jess Glazer, Michael King, Mel Abraham, Keep What You Earn, Conserva Lo Que Ganas

Chapters:

00:00 Teaser

07:14 Starting Her Practice

10:42 Instagram as a Brand Builder

12:51 Early Growth

15:33 From Order Taker to Menu Creator

19:28 Marketing to Your Ideal Client

20:59 Developing Your Values from The Worst Clients

24:29 How to Attract the Ideal Clients

26:46 Core Truths

31:16 The Firm Stats

32:44 The Podcast

39:22 Leveraging the Podcast

44:31 Client Intake Process

45:39 Saying No to Leads

47:26 Tips for Social Media and Potential Podcasters

50:04 Conclusion

Connect With Us On Linkedin!

Shannon Weinstein

https://www.linkedin.com/in/shannonkeane/

Keep What You Earn Co.

https://www.fitnancialsolutions.com/

Keep What You Earn Podcast

https://podcasts.apple.com/us/podcast/keep-what-you-earn/id1580071347

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/

Tags:

accountant origin, Costa Rica, intentional business, core values, core truths, values alignment, attract clients, repel marketing, accounting firm, revenue goals, ideal client, client intake, referral fees, podcast host, podcast guesting, business podcast, fractional CFO, long-form content, content, Spanish, accounting, origin, Costa Rica, business, values, alignment, clients, marketing, firm, revenue, ideal, intake, referral, podcast, guesting, content, CFO, long-form

Episode 206

FACULTY: Steven Zelin, the Singing CPA

CLASS: #Shoperations

In this episode, Scott interviews Steven Zelin, CPA, also known as The Singing CPA. Steven shares his journey, from becoming a CPA to pursuing his passion for singing, starting his own firm, client acquisition and niche development, peer review, the Steve Zelin Singing CPA brand, firm statistics, and working in-office versus remote.

Shout Outs:

AICPA Engage, Edward Medlowitz, Nancy McClelland, Sammy Katz, Barry Melancon

Chapters:

0:00 Teaser

01:39 Introduction

02:31 Becoming a CPA

04:20 Becoming a Singer

04:42 Early Years

07:39 Steven Starts His Own Firm

14:23 Clients and Niche

16:12 Acquisitions

20:00 Peer Review

20:51 The Steve Zelin Singing CPA Brand

27:00 Firm Stats

33:39 In Office vs Remote

38:35 Another Acquisition

Connect With Us On Linkedin!

Steven Zelin

https://www.linkedin.com/in/thesingingcpa/

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/

Tags:

singing, CPA, New York, accounting, entrepreneur, musician, career, small firm growth, branding, peer review, firm acquisitions, niche, nonprofit, remote, accounting firm, culture, passion, community, humor, challenges, marketing, differentiation, collaboration, shoperations

Episode 205

FACULTY: Kelly Rohrs, CPA the Tax Slayer

CLASS: #SocialStudies

In this episode, Scott interviews Kelly Rohrs, CPA, also known as Tax Slayer and co-host of the Zero to Millions Podcast. Kelly shares her journey, from her first accounting job to starting her own brand. The conversation covers topics such as balancing motherhood with being an accountant, leveraging LinkedIn, her accounting firm, changing traditional practices, the Zero to Millions Podcast, and insights on the current state of tax and accounting.

Shout Outs:

Katie Thomas, Bilal Mehanna, Blake Oliver, TaxDome, Lacerte, Ignition

Chapters:

01:34 Introduction

02:06 Kelly's Story

05:41 First Accounting Job

09:02 Starting Her Brand

12:04 Being a Mom and an Accountant

15:45 Cultivating Linkedin

19:03 Kelly's Firm

24:05 Changing the Old Ways

28:56 From Zero to Millions Podcast

32:09 The State of Tax and Accounting

36:52 Parting Advice

Connect With Us On Linkedin!

Kelly Rohrs

https://www.linkedin.com/in/kellyrohrs/

Scotty OKR Scarano

https://www.linkedin.com/in/scottscarano/

Accounting High

https://www.linkedin.com/company/accounting-high/

https://www.accountinghigh.com/