Another Not Another Accounting Podcast

Episode 86: Building Better App Partnerships w/ Kellie Parks

accounting firms and accounting apps need marriage counseling. so Kellie Parks (Calmwaters Cloud Accounting) joins Tom to provide just that.
they cover how to sell to accountants, how accountants can give better feedback to partners, why relationships outside the product matter, and more.
and if any of that bores you... fly fishing, Olympic doping, creatine use in the accounting world, and the mafia are also topics of discussion. something for everyone!

Episode 85: Designing the Ideal Firm - Onshore + Offshore + Tech w/ Jordan Sublette

Tom talks with Jordan Sublette, founder of Cloud Accountant Staffing and former firm owner, about how to build a firm with the right blend of onshore talent, offshore support, and automation. They cover:
- why offshoring isn’t a lifeline, and what to fix before you hire
- what firm owners get wrong about offshore talent
- Cloud Accountant Staffing’s approach to vetting offshore talent
- what's the right mix of onshore, offshore, and tech
 
🔗 Learn more:
Check out our QBO apps: www.finoptimal.com
Build your offshore team: www.cloudaccountantstaffing.com

Episode 84: Surviving Your First 90 Days in Startup Finance w/ Meir Rotenberg

Meir Rotenberg, startup finance legend and multi-time FinOptimal customer of the year, joins the pod to discuss what it's like walking into a startup that might not have it all figured out yet.
some of what's covered:• how Meir got his first finance job without an accounting background• the red flags he looks for on day one• what can be automated immediately• why he looks for areas he can own outside of accounting• the tech stack he implements on day one
if you're stepping into a startup finance role, this episode is your playbook.

Episode 83: Don't Get Bullied By Auditors

🚨 emergency podcast
 
there is an epidemic of SMBs and the accounting firms who service them getting bullied by auditors in private company audits. almost always, the auditor isn't even doing it maliciously, but a fundamental lack of "what even is an audit?!" leads to this happening.
 
John & Kyle from Zeroed-In Consulting join the show to break down everything you need to get prepared for your upcoming audits

Episode 82: Michael Ly

Michael Ly from Reconciled joins the podcast to talk accounting and other stuff with Tom & Jesse. the group covers:
using cold email to grow CAS
their shared hatred for AI outreach
old school tactics they're still using
what characteristics they look for for when hiring
the lost art of talking to another human being through phone call
there's also a great Terminator reference in this episode, so it's definitely worth listening to.

Episode 81: Adam Lean

Adam Lean from The CFO Project joins us as we discuss CFO advisory services – escaping the "accountant's trap," what counts as advisory, and how to define success in a way that resonates with prospects. we also cope with imposter syndrome.
About The CFO Project:
The CFO Project is a Done-With-You Mentorship Program for Experienced Accountants & Bookkeepers
The CFO Project will provide you training, systems, tools, a community and real mentorship so you can offer a CFO Advisory service to grow your practice and increase your income without sacrificing more time.
Check them out here - https://thecfoproject.com/membership?utm_campaign=3NO87QJ&utm_source=FinOptimal&utm_medium=partners

Episode 80: Continuous Close

in this episode, tom & jesse go solo (duo?) to talk continuous close, daily vs. monthly KPIs, creating reports that your clients will actually read, and quantum physics. much more of the first three than the last one.

Episode 79: Isaac Perdomo

another another not another accounting podcast episode! but this time we have a very special guest: Isaac Perdomo. we talk about what disqualifies someone as a bad fit to work with us, AI hacking our microphones, the technology adoption lifecycle, and what Isaac views as the key indicator of how "tech-forward" you are as a company. bad jokes were kept to a minimum
 
Connect with Isaac: LinkedIn | Opzer

Episode 78: Zeroed-In with Kyle & John

kyle & john from Zeroed-in Consulting join the pod to chat with tom & mic about their path to being co-founders, who did better on the CPA exam, and who would win in a fight.
 
kyle & john are examples of what the future of accounting looks like -- young, forward-thinking, co-founders that want to buck the trend of what accounting was and create an environment that caters to those who work hard without sacrificing on what makes people happy. they met in public accounting, became friends, and years later launched their own firm that offers technical accounting & outsourced accounting services. check them outttttttttttt

Episode 77: Young CPAs

two awesome guests join the show to talk about young people in accounting
topics include:
why on earth did the four of us choose this career?
how early jobs and experiences before accounting taught us valuable skills we still use today
tom and jesse being mean to each other
are we just confusing everyone with the words we use to talk about accounting?
what apps would we want to bring back to the beginning of our careers
ooooook lets go