Accounting High: Sophomore Year

shout out to all my CPAliens, you know who you are... [Verse 1] It’s the accounting firm owner, podcaster, amateur rapper first time on the mic so listen close and hold your laughter so, what’s hotter than a million-dollar cloud firm, with low churn, there i go again, talking about myself, and track, indicators, to perform on this platform And now you ‘bout to see a southern EA reborn I said i’m not a public certified accountant and they say it’s not the tax you pay but what bracket you in You got mail? send electric or post-dated to the I-R Service Cause if we file a return that’s late, they all get nervous So go get your Panda signed docs, and listen close bitches the riches, come when you’re deeply penetrating niches scar-a-no got taxed but i’m here and still alive a felony for selling cocaine in two thousand five and now i thrive, took a nosedive, but didn’t go to prison i’ve said this all before, but i don’t think ya’ll even listen [Hook] Now toss your hands in the air And wave 'em like you’re in despair if your tax staff quits and you’re sick of this shit Then everybody let me hear you say No Fa-ir [Verse 2] fixed asset depreciation or study cost segregation For the property owner, and not the loaner let me know when it’s time for print toner If not I'll wait, because the future of the profession is gone If the children of CPAs gon' be a daughter or son Or are they the smartest regardless the platform they on? I feel that if we take a break, it might just start to be fun Or will they run out of funds and grab a p-p-p loan? They wanna consult us on leadership, and finding your Why Like Simon Sinek when you find it that’s a natural high Land of Ron Baker or an acre of a cloud in my sky Now banker, banker no more can I get Relay-Fi? [Verse 3] Foolish is how i act, but you know i ain’t no fool Thinking about how a Podcast about accounting can be cool? Like A-J to the E-S, cause we adjust the journal entries and Homie, i think i made it, but i’m not automated, finally ended client engagements that we tolerated And now I'm rapping on a track that OutKast created is it a Debit or a Credit? are balance sheet numbers killing you softly? intro the C-P-Aliens, and debit inventory So Sorry, as I trade Scarano to Earmark Found how to dismantle my anchor, and then depart Then turned the page, now everybody's trying to find their spark? A-R clerks stay serious even when they fart a facade of being hilarious Shakespeare with no fear protect vulnerable PCs but Macs are in the clear, okay? I wasn’t locked away, i got a longer rep in this endeavor, not low on ambition so I'm ready explore and get paid! --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

This is Poetry 101 brought to you by Accounting High (aka Sons of CPAs) Sponsored by LiveFlow, be sure to give this episode a go, they can help you grow, check them out at liveflow.io get 20% off for 3 months with promo code SONS at checkout, go to liveflow.io/sons Your Hosts, Emcees, Poets Nikole Mackenzie, CPA aka Niks Scott Scarano aka Lil Toddler aka Slim Scotty aka Esquired (S²) aka OKR (OK Rapper) Let’s give it up for this presentation Your hosts share their poetic creations Sick verses brought out by their imagination What they do is entertain and impart education Purpose? Connect the individuals in this profession 4 Nikole shares her personal use cases for LiveFlow. Automation with an exclamation (point)! Go to liveflow.io/sons 6 cooler than a polar bear's toenails Shoutout to OutKast, Andre 3000, Big Boi, Lil Wayne 8 an accounting firm owner, podcaster, and rapper spits them bars! 12 A tribute to OutKast, Scott’s writing this rap, but not so fast Shoutout to Andre Nickatina, Simon Sinek, Ron Baker 15 I ain’t no fool thinking about how a podcast about accounting can be cool Shoutout to John Garret, Ignition 18 ready to explore and get paid Shoutout to Jason Ackerman, CPA, CFP, CGMA, Kenji Kuramoto 21 give it up for Niks as she throws down her sick licks Shoutout to Chewy, Greg Kyte, Earmark, Cloud Accounting Podcast, Reach Reporting 24 #CPAliens we’re doing things that are foreign to the industry as a whole Shoutout to Handwrytten, Ian Vacin, Karbon 29 This was written before I wrote it Shoutout to Blake Oliver, CPA, Lorilyn Wilson 31 The evolution of getting CPEs in the present Shoutout to Fathom, Jimmie Allen 35 People are the purpose and I purposefully work hard to stay ethically connected to the individuals in this profession Shoutout to Dave Matthews Band 38 Educate and entertain authentically… That’s what we’re trying to do Shoutout to Chase Birky, CPA, Justin Kürn, Dark Horse CPAs, Katy Perry 45 Does Scott need to change his profile photo in LinkedIn? Let us know! Shoutout to Liz Mason, Digits --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

NiksTips on Promotions, as in when do you promote your employees? and the systems around that... Thank you to our wonderful sponsor, LiveFlow... get 20% off for 3 months with promo code SONS at checkout, go to liveflow.io/sons Co-Host; Nikole Mackenzie, CPA.  Niks helps agency owners save money, increase revenue, stay compliant, save time, eliminate stress, and ultimately give them the freedom to scale their recurring revenue businesses to a multimillion $ exit. What makes a good manager? What can and should you do if you want to be promoted? What are business owners factoring in when considering a promotion? Today, Scott and Niks give us a peek at how, as firm owners, they go through the process of promoting staff. 6 Let’s hear from Niks the use cases of LiveFlow at her firm and how it has helped them automate their work processes Big shoutout to LiveFlow 9 Sons of CPAs are like a box of chocolates, you never know what you’re going to get Shoutout to numbers grrrrrl 10 Start small but start big at the same time. Niks explains what this is about and how she goes about applying this in her firm Shoutout to 15Five 12 It’s really important for team members to know where they stand and to know where they need to go 15 Scott and Niks share their views on sharing your (financial) numbers (as a business) with your team Shoutout to Ashley Carroll 17 Scott and Niks question if salary should be based on employee location and how this is changing/adapting as more companies embrace remote work 19 Promotions based on tenure? 24 We discuss how business owners view promotions. What should we consider when promoting our staff? 27 Bring in people that are better than you 29 Promotions: Is it about the money or the title? 32 Scott shares insights on how staff accountability is handled at his firm Shoutout to Chris Leon, Matthew Meyer, Karbon 37 Net profit sharing vs Gross profit sharing Shoutout to Nick Sinclair, TOA Global 39 Salary being state-normalized to world-normalized Shoutout to Chad Davis 44 Communication, transparency, and metrics. What’s being factored in a promotion? 47 The nice part about having these salary ranges or just one salary for this position is you don't have to make those emotional decisions 50 The grass is always going to be greener on the other side 51 Did you know you can earn CPEs by listening to this podcast? check out Earmark Shoutout to Earmark --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

here's a BONUS chat with Chad Davis... and a preview of what to expect from Accounting High (School) Welcome to Accounting High! In this episode, we get to know more about the whats and whys of Podcasting from Scott and Chad. They share and scrutinize the ideas of how their episodes of AutomationTown and Sons of CPAs (Accounting High) come to life. Hear how authenticity reflects on the product and why talking to people that are smarter than you is the smart thing to do 1 We all have to graduate middle school sometime, and the Sons are evolving.  Evolution is what Accounting High is all about, the evolution of the accounting profession and making room for the next generation.  Accounting High is the new school High School, but our listeners know that it's also a nod to getting high. I think in four years we'll be a bit more grown-up/mature and graduate... then we’ll change the name to "Accounting U" Shoutout to Yeti, Shure, Jason Staats 2 Let’s hear from Chad what was the driving force behind starting their podcast (AutomationTown) Shoutout to Paul O’Mara 4 You gotta be comfortable with doing some shitty stuff at first Shoutout to Zapier, Make (formerly Integromat) 6 Authenticity is hard to come by but it shows on what you’re producing Shoutout to Blake Oliver 9 This is for fun and something you can throw on while you’re at a barbeque Shoutout to Ignition 13 Chad hopes to reach people in positions that kind of hate the monotomous part of their jobs and they can take some inspiration from the actions that occur 17 People don’t agree with the way Chad sells accounting services, but he has a great relationship with the clients that come on board Shoutout to Xero 22 Podcasts: How can we market them to mainstream operations people? Shoutout to Expensify 24 Let’s find out what goes through Scott’s mind as he thinks about the future of Podcasting Shoutout to Nikole Mackenzie, Michael Ly, Jason Ackerman, Ron Baker, Peloton 29 What will differentiate Accounting High from Sons of CPAs Shoutout to Relay --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

PTO stands for Paid Time Off this is #NiksTips Bonus, Scott Scarano & Nikole Mackenzie take on choice topics (that start with the letter P) as it relates to running their professional accounting firms.  Today's topic is PTO, where we discuss PTO and policies at our accounting firm. I don't know if it's cheating that we're doing an acronym for today's topic, just using the letter P as the P-word, but I guess now we're opening up the door to P-acronyms... We both have Unlimited PTO at our accounting firms.  What's your PTO policy? But, for now, let's scope back out, Why this topic? Why PTO? Niks selected this topic today because recently she's been getting back into doing client work and she hasn't done client work in a long time. And so she's starting to feel the burn of what the team feels when they take any time off.  Niks went on vacation for just one day and started to get text messages from clients and realized, "oh gosh, we don't have a system for when someone takes time off, I'm sure that when our team goes on vacation, they're getting text messages from clients, we're always so embedded in our client's business, and there's always payroll that needs to be run and invoicing and cashflow issues, how hard it must be for everyone to go on vacation or checkout. It's really challenging."  So how do we structure a healthy PTO policy for our teams that doesn't disrupt the day-to-day needs and challenges of the business? What technology do we use? What are our processes so that we can actually allow our team to go on vacation, so we have this unlimited PTO policy, and we're trying to encourage people to go on vacation, but they're not going on vacation... how do we solve this? --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Hello, and welcome to our special bonus #CAShCrew series on Sons of CPAs with your host, Scott Scarano  Today we're talking about creating flexible infrastructures in your accounting firm, with a very special guest Marie Phillips, CPA of Connected Accounting ...  gotta have some buoyancy in your accounting firms The Ca$hCrew is connected with community, comradery, collaboration, and culture.... today's episode is brought to you by the letter C   --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Another special BONUS featuring some of our great friends at THE GrowthLab FaaS Today we're pleased to be joined by Heather Satterly, CPA and Steven Byler. Heather is the newly appointed CIO (Chief Innovation Officer) of The GrowthLab and co-host of the Appy Hour; Heather is also the Founder of Satterley Training & Consulting LLC, a firm dedicated to helping accounting professionals gain the skills and confidence to explore and adopt new accounting technology. Also the founder of Satterley Accounting Services, a bookkeeping, and tax firm located in Rhode Island, providing clients order, simplicity, and clarity in their financials. As well as the Co-Host of The 'Appy Hour with Liz and Heather, a bi-monthly webinar series dedicated to educating accounting professionals about the latest trends in accounting technology and automation techniques.  Steven Byler is the President & Co-Founder of The GrowthLab, a Finance-as-a-Service (FaaS) company that serves Founders and Management Teams with Financial Planning, Accounting, and CFO support. GrowthLab specializes in helping startups, emerging growth companies, and companies in turnaround mode by providing leadership and execution with their financial management, accounting, and strategic planning functions.  --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Accounting Conference Season 2022 is in full force, and our hosts are certainly well qualified in that arena, as of early June our hosts have been to a combined total of 18 different accounting conferences... aka partying  Thank you to our wonderful sponsor, LiveFlow, and get 20% off for 3 months with promo code SONS Check em out at liveflow.io/sons  Life is just one big party, if you approach it with style and grace…  Today we’re pleased to participate in this podcast with our pal Kenji Kuramoto in another plus version of NiksTips  Shout out to Ryan Lazanis and Heather Smith  There’s a silent majority of people out there that don’t particularly like conferences and we’re here to shine some light on the benefits of going to some of these events, especially with XeroCon 2022 on the horizon in NOLA  Shout out to Earmark and Blake Oliver Shout out to Shelly Lingor, Will Lopez, Jamie Shulman and Jamie McDonald Shout out to Amanda Aguillard and Dave Emmerman  NiksTips When you sign up for a conference create a “burner” email  Shout out to Josh Lance at Ignition and Twyla Verhelst at FreshBooks  Shout out to Justin Hatch at Reach Reporting and Will Lopez at Gusto and Scott Scharf and Patti Scharf, Keri Gohman, Steve Vamos, Matthew May, Nicole Davis, Jason Ackerman, Greg Kyte  Check out AccountingConferences.com shout out to David Leary  Thank you listeners for making it this far. We appreciate you.  Please leave us a review Apple Podcasts because 60% of you are listening on Apple. So please go on there and write something. And I promise you, I will read it. if you want Nikole to read it, she will, or if you want Kenji to read it, he'll come on another “Plus” one…and you can say any single thing you want. We will say it on air. (Only if you leave a five star, if you leave a four star review we’re going to leave a few words off)  Thank you listeners we love you.  And tap 5 stars if you’re on Spotify! --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

thank you to our supporters this week, Amaka, the gold standard in accounting automation and integrations, visit amaka.com Do you take on projects at your accounting firm? most accounting firms i talk to nowadays don't really want to take on projects... tbh, we're kind of scared of projects. Sometimes I'm so scared to price them. I'm scared that they're going to be the wrong project and take too much time. And then it's all everybody's talking about at the firm is this client with this big project and we're still not done with it, and it's been seven months... So let's define a project. when I say people don't want to take on projects, what am I referring to? I think of a project as something that is not going to be recurring or unlikely to be recurring.... So for example, someone comes to you and they want to sell their business and they need three or five years of financials recreate it and then possibly help them through due diligence. And then they're gone so huge spike in work, but potentially if you price it right, you can make a lot of money... --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

thank you LiveFlow, visit liveflow.io/sons and get 20% off for 3 months with promo code SONS Niks breaks down perfectionism in an accounting firm... Perfectionism is often defined as the need to be or appear to be perfect, even to believe that it's possible to achieve perfection. It is typically viewed as a positive trait rather than a flaw. People may use the term healthy perfectionism to describe or justify perfectionist behavior. if you're a perfectionist, I don't think that you should run a business when I think of perfectionism, I also think of delegation because people who are perfectionists can't delegate, but I see you as the ultimate delegator because you basically have somebody else running your business I wouldn't call myself a perfectionist, but I'd like things done, right. If I know. If it doesn't get done, right. It's going to create problems later. I'm a big fan of a one-way workflow know your weaknesses, know your strengths. but then also, you know, while you're doing something always know that there's room for improvement and that you don't already have something that is perfect. Expect your systems to always need to be improved upon. this way you leave room for margin of error and for improvement --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

BONUS to Season 2 Episode 17  Thanks to our sponsor, BooksTime! Visit bookstime.com/accountants We’ve got a bonus ep today – Happy One-Year-iversary to Sons of CPAs! Today, we’re going to review our firms to see what went right, wrong, or other, and what we’re going to change. this is the first solo "Scott + Ackerman" episode since Season 1 Episode 1 ... get ready for some time shits  * Defining our firms’ successes * Hard numbers for Scarano  * Scott’s fear of decisions and making them * Stepping away from the day-to-day * Being an artist trapped in an accountant’s body * When to prune the growth mindset * Jason is hesitantly happy with where his firm is at * The main focus is client service/satisfaction * Factoring opportunity costs – mundane tasks v. upping services * Hard numbers for Ackerman  * The cadence of meetings * The aftermath of COVID on firm culture * How BNA is encouraging non-mandatory team building * Jason’s personal goal is delegation * Processes for consistency rather than efficiency * Can people be managed? * Scott’s goal – Let it go Don’t forget to check out Earmark CPE (earmarkcpe.com) to get free CPE credit for listening to podcasts like this one! Shout Outs: Chris Leon, Matthew Meyer, and the rest of Scott's Padgett team, Jason’s Dad, Lorin, and the rest of Ackerman's BNA team, Xero, Ron Baker, Timeshits, LivePlan and anyone else we mentioned but forgot to mention here! --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

liveflow.io/sons get 20% off for 3 months with promo code SONS welcome to the first of many in our Product series… this isn’t an ad, maybe you can call it an infomercial… but we call it #NiksTips on Products shout out to all our AVPs (app vendor partners) --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

shout out to EMINƎM https://youtu.be/_kQBVneC30o One of Niks Core Values at Momentum is GSD, Get Shit Done. Core Values defined, are a set of fundamental beliefs, ideals or practices that inform how you conduct your life, both personally and professionally. Businesses can also have and maintain core values. These can help an organization determine how to allocate resources, make important decisions and grow. sometimes you're so involved in to what you do on a day-to-day basis that you don't realize that over the years you've actually created pretty good systems we encourage you and your team to meet your clients once a month and you can reduce the amount of email clutter back and forth, force them to have meetings with you “Forced to Face your Finances on Focus Fridays” Productivity Tip, in client meetings always notes, and always have action items shout out to Loom, get comfortable with video and asynchronously sending information via video vs sending emails… there is more context and it’s more efficient and effective form of communication … shout out to Earmark, Blake and Zach Frank NiksTips #1 Asynchronous Communication Tools that we use; Google Calendar, Google Docs, Loom, HubSpot, Karbon, DialPad, Slack, 15five, TypeForm, Calendly, Notion NiksTips #2 Manage External Communication and get your clients to meet you “where you’re at” and use the same tools that your firm is using and EVERYONE will be more productive NiksTips #3 “Avoid learning while you’re working” have a core app stack so you don’t have to always learn something new with each client - find contractors or specialists for complex work NiksTips #4 “Find Repeatable Shortcuts” such as making rules in Xero, email templates for common answers, and using folders in your google chrome browser NiksTips #5 “leverage resources and push down work” like using VA and interns. Find an intern to pull your bank statements, if you could pay someone $15 an hour and it takes them 10 hours, like $150 a month… might be cheaper than that RPA you’re trying to build NiksTips #6 “meeting and meeting cadence and agenda” NiksTips #7 “manage your energy” niks is a really good napper, she can take great 12min naps… and a great way to be productive is just don’t answer your phone, don’t even work with your phone in the same room shout out to Zuni and Michael Ly --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Productization definition from Investopedia: The process of developing or altering a process idea, skill or service to make it marketable for sale to the public. Productized services can also be packaged and offered as subscription-based services. shout out to our sponsor this week, Gusto to learn more about Productizing Advisory, check out Gusto’s people advisory training and get certified at gusto.com/training and type in the code SONS100 at checkout to receive $349 off your training!! the Acronym we’re using to Productize Advisory today is CPA C for Cadence P for Process A for Agenda the steps to productize your services: Step #1, find a recurring problem or need that you're constantly seeing from your customers. Step #2 develop a solution to the problem Step #3 create a system that is repeatable and can be taught to others Step #4 train others on the system Step #5 deliver the services, get feedback, and continue to improve. Fixed fee pricing and how that's now becoming more normal for our industry has forced us to productize our services when someone's paying for something, you have to deliver a set of services each month. Cadence is one of the most important parts of productization, and there's gotta be an agenda, and there has to be a system and an approval process that can be taught shout out to GrowthLab, Dan Gertrudes, Steven Bylar, Heather Satterly, Korey shout out to LivePlan for productizing the delivery of forecasting shout out to all the Excel Jockey’s and Peter Wen and TallyFor shout out to Niks, Kenji, Josh Lance, and Michael Ly, and of course your teacher Jacklyn Anku shout out to EO and Scaling Up and Verne Harnish and EOS and Traction and Geno Wickman --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

shout out to our sponsors this week: Xero ... the Sons of CPAs love Xero, if you couldn't tell Gusto’s People Advisory Training… go to gusto.com/training and enter Code Sons100 at checkout and you’ll get $349 off and some CPE! in this episode, we talk about positioning yourself and your accounting firm in the market #NiksTips for a good Positioning Statement identifying who you want to work with, who do you help? what makes you different, how you can help those clients, what pain points you’re solving, what is the emotional payoff for the customer shout outs: EarmarkCPE, cloud accounting podcast, Blake Oliver and David Leary, BNACPA.com, Jason Ackerman, Padgettnc.com/team, Rlz.io, Jason Staats ... and stay tuned for some #StaatSnacks and #CPAliens --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

shout out to our newest sponsor LiveFlow, get 20% off your first 3 months with code SONS at LiveFlow.io/sons Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win #5minLy where Michael Ly and Scott Scarano discuss running their modern accounting firms with some some choice topics from Karbon Magazine  this week's article https://karbonhq.com/resources/not-to-do-list-accounting-firm-efficiency/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Recorded on 2.22.22 …Happy TwosDay! Today we’re talking about Tech Partners… “I'm just pleased to participate in this podcast production pertaining to particular peculiarities of partnership.” Kenji people shout outs: Kenji, Niks, Scott, Joel Lacayo, Pat Perez, Michael Ly, Rod Drury, Matthew, tech partner shout outs: Xero, Relay, QuickBooks, CollBox, Gusto, ADP, Digits, Drizly --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Sons of CPAs Podcast Bonus Drop, #NiksTips+ on Partners Pt 1 Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win The Valentines Threesome feat. Nikole Mackenzie, CPA, scott scarano, ea 🥶😈 & Kenji Kuramoto “the best partnerships are when both sides feel like they got the better end of the deal” - K²  Kenji Kuramoto, CEO of Acuity CFO Online Bookkeeping Accounting and Business Tax talks to us about running a $11M Firm with a partner, and running it like a true company Kenji’s words of wisdom on partners: as an entrepreneur you have to ask yourself, do you work better alone or with others? are you a team player or the solitary leader? when you’re going into business with friends, find someone that complements your weaknesses and reinforces your strengths titles are external facing, we run things as a team, but titles are important for those that are outside of the organization and how they perceive our roles than they do to us accounting is a profession that lends itself to money-making opportunities  you’ve gotta include more long-term planning to make sure all partners are in alignment and on the same page then we go into how SalesForce, AirTable and Process Street are all being integrated into Acuity with their newly formed partnership/alliance with Catching Clouds, Patti Scharf and Scott Scharf shout out to Spanx and Sara Blakely … the youngest self-made female Billionaire… that’s just baller --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

…Proposal Softwares to be more specific Sons of CPAs Bonus episodes where Nikole “Niks” Mackenzie and Scott Scarano share a small but useful piece of practical advice as it relates to running their professional accounting firms. This episode is brought to you by the letter P… today we’re going to discuss delivering Proposals for your accounting firm and the Proposal Platforms that we’re both on, Ignition and GoProposal here are the 5 Things that we look for in proposal software: Pricing Packages Processes Payments People shout out to James Ashford and the team at Ignition --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 2 Episode 9 Bonus Sons of CPAs Bonus episodes where Nikole “Niks” Mackenzie and Scott Scarano share a small but useful piece of practical advice as it relates to running their professional accounting firms. This episode is brought to you by the letter P… these bonus episodes are deep dives into topics that start with the letter P, and it’s a little different than our regular episodes Pods are how you structure your team in terms of how you deliver your services to your clients.  Shout out to Niks … and her regular guest Episode on Sons of CPAs podcast https://anchor.fm/sonsofcpas/episodes/Beyond-Building-Momentum-feat--Nikole-Mackenzie--CPA-e15v293 shout out to Josh Lance at Lance CPA Group who introduced me to the pod concept years ago shout out to Ron Baker and the Soul of Enterprise podcast… efficiency is the enemy of effectiveness shout out to Shane Mason at BrooklynFI and the Liquidity Event podcast… and for not tracking time! shout out to Jody Grunden and the Modern CPA Success Show podcast… we've had some great episodes with pretty large firms that are doing this successfully, $10 million firms that have pod structure that are, very successful at it. And they're adding data analysts, and different people to a pod structure to enhance it and to make it stronger and to make the client relationship stronger and also increased profitability. --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message