Episode 168


Accounting High is supported by our Booster Club
Thank you G-ACCON - sign up for your 14 day free trial, go to accon.services 


FACULTY: Chris Macksey


TITLE: Be Our Guest, Find Your Niche
In this podcast episode, Scott interviews Chris Macksey, CEO of Prix Fixe Accounting, and explores various aspects of running an accounting firm, finding a niche, and how his firm adapted to the challenges of the COVID-19 pandemic. 

 Introduction to Chris Macksey and Prix Fixe Accounting

 Finding a niche in serving the restaurant industry

  Chris's journey into the accounting field

  Transitioning to focus on the restaurant niche and its impact on legacy clients

  Chris's role as CEO

  Exploring new business models for running accounting practices

  The importance of setting the right tone for clients

  Navigating the challenges of the COVID-19 pandemic and bouncing back

  Valuable advice from Chris for other accounting professionals


Shout Outs:
Xero, QuickBooks, Lucy Pavlok, Carolyn Jones, Sarah at Prix Fixe Accounting

--- 

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

168 Be Our Guest, Find Your Niche (feat. Chris Macksey, CEO)

Accounting High is the premier practice management podcast for tax and accounting firms. Join us for some fun and oftentimes colorful conversations about the accounting and tax industry. We are the next generation of accounting professionals questioning the state of the accounting profession.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Entrepreneurship

Episode 209
FACULTY: Geraldine Carter
CLASS: #TheGuide
In this episode, Scott interviews Geraldine Carter, author of "Down to 40 Hours: A Roadmap for CPAs to Permanently End Overworking." Join us in the guidance counselor’s office for a book report exploring the philosophy of working less. We’re talking changing mindsets within the accounting industry, value pricing, and what happens when you combine value and systems. Reflect with us on how CPAs can achieve a balanced work life.
Shout Outs: Edward Mendlowitz, Ron Baker, Jason Ackerman
Purchase Geraldine’s Book on Amazon!
https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2
⬇️Videos Referenced⬇️
More of Geraldine Carter on Accounting High, Episode 131: https://open.spotify.com/episode/1m2BgirP4jQQRkOsry6gD8?si=b6a97b81f6264388
The Time Sheet Debate: https://youtu.be/BP1Yq8oa_es
Chapters:
00:00 Teaser
01:32 Introduction
03:09 Writing the Book
10:09 The Philosophy of Working Less
16:56 Changing Mindset
23:55 Looking Outside the industry
25:02 Understanding Value Pricing
27:53 The Third Option Besides Value or Systems
31:22 What is Growth? It's About the Money till it's not
37:34 Meditation and Quiet Time
43:02 Find Your Tribe
45:38 Conclusion 
Connect With Us On Linkedin!
Geraldine Carter
https://www.linkedin.com/in/geraldine-carter/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags: TheGuide, AccountingHigh, Accounting, Podcast, Guidance, Vision, FirmOwners, Advice, EndOverworking, WorkLifeBalance, DownTo40Hours, CPALife, ValuePricing, TimeManagement, ProductivityHacks, SelfPublishingSuccess, BelieveToAchieve, MindsetShifts, EfficiencyInAccounting, WorkSmarterNotHarder, FinancialFreedom, EntrepreneurialJourney, GrowthMindset

--- 

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

209 Grow Your Free Time and get Down to 40 Hours: A Roadmap to End Overworking (feat. Geraldine Carter)

Episode 208
the Sons of CPAs are back baby!!!
FACULTY: Jason Ackerman, CPA 
CLASS: #Shoperations
In this episode, Scotty brings back his Sons of CPAs founding co-host, the Accounting High Lunch Lady, and CPA at BNA CPAs & Advisors, Jason Ackerman. They discuss the state of Jason’s firm and what the operations look like. They also discuss building a CAS practice, implementing EOS and getting rid of timesheets. It’s time for Shoperations at Accounting High!
Shout Outs:
Ed Mendlowitz, Ron Baker, Nikole MacKenzie, Zachary Call, Tate Henshaw, Kenji and Matt at Acuity
Chapters:
0:00 Teaser
04:15 Ackerman's Firm Overview
07:51 Training and the Pipeline Issue
15:54 Concierge Services
17:52 CAAS Practice
24:17 Time Spent at Firm
26:04 Management Structure at the Firm
28:27 EOS and Systems
34:33 Clients
36:52 Removing Himself from the Firm
41:44 Building an App
47:35 How The Firm Services Clients
49:11 Advice from and Aging CPA
Connect With Us On Linkedin!
Jason Ackerman
https://www.linkedin.com/in/jasonlackerman/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
ClientService, Technology, Services, CPA, AccountingFirm, Strategies, BookkeepingAutomation, ProfessionalServiceFirms, CustomerFocus, Operations, Shoperations, AccountingHigh, EOS, CAS, CASPractice, Timesheets, BillableHour, Profitability

--- 

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)

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

--- 

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

207 Starting a Podcast and Attracting Clients that Pay $6,000/mo! (feat. Shannon Weinstein, CPA)

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

--- 

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

206 How to Find Success in the Big Apple as a Singing CPA (feat. Steven Zelin, CPA)

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/


--- 

Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

168 Be Our Guest, Find Your Niche (feat. Chris Macksey, CEO)

Download our free app to listen on your phone