074 Learning From Each Other (feat. Sandy Johns, CPA)

Episode 74 | Recorded April 11, 2022 Register for FreshBooks Partner Meet Ups and admission to the Lil Toddler World Tour 2022 Come hang out with us to enjoy food, drinks, and free swag. And an opportunity to earn some extra credit with the possibility of being featured on a fresh recording of Accounting High. Spots are limited so act now! November 3, 2022 - Atlanta November 10, 2022 - Portland November 29, 2022 - Toronto December 4, 2022 - Austin Register for FreshBooks Partner Meet Ups and admission to the Lil Toddler World Tour 2022 Scott is joined by Sandy Johns of Revolution Financial Solutions. A laid-back chat about tax, the accounting space, the pandemic, Apple, subscriptions, and relationships. A real refresher of what has been happening in our world over the past years. Sandy shares her experience of growing up in a conservative household and how their shared grace made up the uniqueness of her family. Surely, our diversity brings us all together to continue learning from each other in making this space a great place to evolve and revolutionize. 2 - Tax season in 2022: Cushions from the past two years are gone now Shoutout to Jason Ackerman, CPA, CFP®, CGMA 6 - Sandy’s Unique family 10 - It's important that we approach things looking for an opportunity to find common ground with others 13- the importance of bringing diverse points of view and life experiences to the profession so that we can learn from each other 17 - Outsourcing Tax Shoutout to SurePrep LLC, Thomson Reuters’ UltraTax, Donna Bordeaux 22 - The more touch points you have with the client, the easier everything else is 26 - If you look at this relationship as purely transactional, you're probably not the right fit for us 29 - Doing sales gives us the ability to filter and get the kind of clients that we want Shoutout to Ryan Lazanis, CPA 32 - How the Pandemic changed us 35 - The unintended bonuses (and consequences) that came with the changes we do to our firm Shoutout to Karbon 41 - Connecting the community is a service to the profession Shoutout to Xero, James Clear’s Atomic Habits 46 - 100 Days of No Code Shoutout to Jason Staats, CPA, MBA, Airtable, Apple 49 - The Apple Empire Supremacy Shoutout to Scott Galloway, Disney, Amazon 57 - One of Apple’s brilliance: Backing the right horse 59 - We don’t need to be afraid of pricing because pricing attracts the right clients 63 - a poor man and a rich man 65 - What Crypto brings to the Accounting space