Cloud CEO to Desktop CPA

Building a Technology Team

For more Accounting High content, visit the main feed on Apple Podcasts [https://podcasts.apple.com/us/podcast/accounting-high-sophomore-year/id1571747680] | Spotify [https://open.spotify.com/show/18i17H2Pbtm8c95eEevCiD] | Youtube [https://www.youtube.com/@accountinghigh] Building a Technology Team  Season 1 Episode 8 FACULTY: Nicholas Pasquarosa CLASS: #TechTime TITLE: Building a Technology Team  In this podcast episode, Scott interviews Nicholas Pasquarosa, the Founder of Bookkeeper360. The conversation unfolds through various chapters, exploring Nick's background, the inception of Bookkeeper360, the growth trajectory of the business, the pivotal role of Xero in changing dynamics, and disruptive approaches to bookkeeping. * Introducing Nick * High School with Nick * The start of Bookkeeper 360 * How the business grew * Finding Xero * Xero changing things * Full integration * Technology and people * Building a management team * The Board of directors * A big "mistake" * Long-time employees * Mentors * Difficulties articulating the vision and imagination gap * The grinding years * Going remote * Just getting started... * Being disruptive * Goals and visions for the future Shout Outs: [00:02:43] Introducing Nick [00:03:59] High School with Nick [00:06:46] the start of Bookkeepper 360 [00:08:47] How the business grew [00:10:50] Finding Xero [00:12:48] Xero changing things [00:15:42] Full integration [00:16:28] Technology and people [00:19:03] Building a management team [00:20:36] The Board of directors [00:23:06] A big "mistake" [00:25:36] Long time employees [00:28:02] Mentors [00:29:46] Difficulties Articulating the vision and imagination gap [00:30:49] The grinding years [00:32:13] Going remote [00:35:23] Just getting started... [00:37:13] Being disruptive [00:41:26] Goals and visions for the future

Ignition Remix

For more Accounting High content, visit the main feed on Apple Podcasts [https://podcasts.apple.com/us/podcast/accounting-high-sophomore-year/id1571747680] | Spotify [https://open.spotify.com/show/18i17H2Pbtm8c95eEevCiD] | Youtube [https://www.youtube.com/@accountinghigh] Ignition Remix Season 1 Episode 7 FACULTY: Guy Pearson CLASS: #TechTime TITLE: Ignition Remix In this podcast episode, Scott interviews Guy Pearson, CEO of Ignition, delving into various facets of the company's journey, branding strategies, partnerships, integrations, organizational structure, challenges in growth, investor relations, the role of a CEO, emphasizing the significance of people within the organization, insights into pricing strategies facilitated by Ignition, and concluding advice. * Intro * Branding and Partnerships * Integrations * Ignition is a Decentralized Organization * Growing Pains * Investors * Being a CEO * People are the Purpose * Ignition Help with Pricing * Final Advice Shout Outs: Dane Thomas, Craig Winkler, Jack Newton, William Z. McFarland, Richard Branson, Karbon, Gusto, Thomson Reuters, Xero, Intuit, Go Proposal, JMI, Tiger Global, EVP, Live Plan, Jirav 00:00:00 Intro 00:13:39 Branding and Partnerships 00:16:49 Integrations 00:21:10 Ignition is a Decentralized Organization 00:24:37 Growing Pains 00:28:08 Investors 00:32:13 Being a CEO 00:33:52 People are the Purpose  00:37:00 Ignition Help with Pricing 00:44:25 Final Advice

Active vs Passive Technologies

For more Accounting High content, visit the main feed on Apple Podcasts [https://podcasts.apple.com/us/podcast/accounting-high-sophomore-year/id1571747680] | Spotify [https://open.spotify.com/show/18i17H2Pbtm8c95eEevCiD] | Youtube [https://www.youtube.com/@accountinghigh] Active vs Passive Technologies Season 1 Episode 6 FACULTY: Kellie Parks CLASS: #TechTime TITLE: Active vs Passive Technologies In this podcast episode, Scott interviews Kellie Parks CPB from Calmwaters Cloud Accounting, exploring a range of topics related to accounting, technology, navigating change, and dispelling stereotypes in the industry. The conversation touches on Kellie's unconventional entry into accounting, change management, leveraging technology, incorporating fun into the profession, bridging generational gaps, involving everyone in the evolution of the industry, and assessing the right people for collaboration. * Not an Accountant * GoProposal Ad * Change * Change and AA * Technology * The Fun Factor * The Older Generation * Bringing Everyone Along for the Ride * Calling in the right or wrong people * Stereotypes and Switzerland Shout Outs: Chad, Jason Staats, Blake Oliver, Matthew May, Kyle Turf, Splashtop, TeamViewer, Notion, Zapier, 17 Hats, Acuity Scheduling, Acuity CFOs 00:05:44 Not an Accountant 00:17:47 GoProposal Ad 00:19:16 Change 00:20:31 Change and AA 00:22:20 Technology 00:28:07 The Fun Factor 00:31:42 The Older Generation 00:37:22 Bringing Everyone Along for the Ride 00:42:29 Calling in the right or wrong people 00:44:16 Stereotypes and Switzerland

Products (feat. Tallyfor)

For more Accounting High content, visit the main feed on Apple Podcasts [https://podcasts.apple.com/us/podcast/accounting-high-sophomore-year/id1571747680] | Spotify [https://open.spotify.com/show/18i17H2Pbtm8c95eEevCiD] | Youtube [https://www.youtube.com/@accountinghigh] Products (feat. Tallyfor) Season 1 Episode 5 FACULTY: Shane Mason, Megan Justice, Nikole Mackenzie  CLASS: #TechTime TITLE: Products (feat. Tallyfor) In this podcast episode, Scott and Coach Mack interview Megan Justice, owner of Crayon Advisory, and Shane Mason, founder of Brooklyn Fi where they dive into the way they apply Tallyfor at their practices, insights into their heroes or role models, transitioning to the cloud, limitations and the prospects of Tallyfor, and considerations about Freshbooks. * Introductions * Shane Intro * Before Tallyfor * Heroes * Saving Time With Tallyfor * Switching to Megan and the Cloud * Have more fun * Limitations and The Future of Tallyfor * Freshbooks * Journal Entries * More Closing Statements Shout Outs: Peter Wen, Twyla Verhelst, Kristen Keats, Tallyfor, Freshbooks, Lacerte, Palantir, TD Ameritrade, Zapier, Karbon, XPAC, Xero, QBO, Thomson Reuters 00:02:26 Introductions 00:06:07 Shane Intro 00:08:19 Before Tallyfor 00:12:23 Heroes 00:16:51 Saving Time With Tallyfor 00:21:19 Switching to Megan and the Cloud 00:30:30 Have more fun 00:31:08 Limitations and The Future of Tallyfor 00:36:24 Freshbooks 00:39:51 Journal Entries 00:43:01 More Closing Statements

Cloud CEO to Desktop CPA

For more Accounting High content, visit the main feed on Apple Podcasts [https://podcasts.apple.com/us/podcast/accounting-high-sophomore-year/id1571747680] | Spotify [https://open.spotify.com/show/18i17H2Pbtm8c95eEevCiD] | Youtube [https://www.youtube.com/@accountinghigh] Cloud CEO to Desktop CPA Season 1 Episode 4 FACULTY: Teddy Sullivan, Jason Ackerman CLASS: #TechTime TITLE: Cloud CEO to Desktop CPA Scott and Jason interview Teddy Sullivan, the Owner of Human Accounting Partners, delving into various topics surrounding his journey from Xero to CPA, transitioning to cloud-based solutions, the challenges faced, and insights into his experiences buying and managing an accounting firm. * Xero Stuff * What got Teddy into all of this? * To CPA or not to CPA? * Buying a Firm * Location, Location, Location/Remote Firms * New Boss meeting new employees * First changes * Challenges with going Cloud  * New Clients and Converting to cloud  * Not Acquiring Two Firms * Being a Xero Homer * Engage * What's in the future?  * Advice for buying a firm * Growth * Final Thoughts  Shout Outs: Summit CPA, Xero, Quickbooks, Kenji Kuramoto   00:03:31 Xero Stuff 00:04:48 Scott's Firm 00:04:49 What got Teddy into all of this? 00:07:54 Buying a Firm 00:10:09 Location, Location, Location/Remote Firms 00:15:48 New Boss meeting new employees  00:18:14 First changes 00:21:35 Challenges with going Cloud   00:25:11 New Clients and Converting to cloud   00:26:17 Not Acquiring Two Firms 00:28:51 Being a Xero Homer 00:30:32 Engage 00:31:54 What's in the future?   00:33:33 Scott's Sales Process 00:33:36 Advice for buying a firm 00:34:29 Accounting High and Accounting U 00:34:36 Growth 00:37:29 Final Thoughts