Episode 62 | Recorded March 7, 2022
Guest: Rachel Fisch
Hosts: Jason Ackerman, CPA & Scott Scarano, EA
Sponsor: Dark Horse CPAs - visit abetterway.cpa to learn more
Welcome! Our guest today is the one, only and always Rachel Fisch. Rachel has over 20 years of experience in bookkeeping and accounting, with a number of those years running her own practice. She previously served as National Bookkeeping Lead for Deloitte and most recently was the Accountants Group Leader for Sage. She is also a dynamic speaker, and accounting vanguard, and presents at prestigious international conferences.
3 How Rachel got into accounting? Not intentionally ...?
Shout out to Liz Mason and High Rock Accounting
5 The accounting trajectory
Shout out to Winnipeg, Fisch Financial and FischBooks, AND FreshBooks
8 On NOT being lazy
Shout out to John Garrett and Green Apple Slices
11 Best part of connecting with other accountants?
Shout out to Accounting Salon
12 Mother Stories – Raising Adolescents
14 Rachel knows EV-ER-Y-BOD-Y!
Shout out to Sage, QB, and Xero
16 The role at High Rock and in accounting – moving people forward
17 What challenges?
19 The Holy Grails of accounting
Shout out to Hubdoc and Relay
21 Tax accounting in Canada
Shout out to TaxCycle, Canada Revenue Agency
24 The implosion of a firm
Shout out to the QuickBooks Training, QuickBooks Desktop, Peachtree, and Sage 50, Deloitte
30 Big Four bookkeeping foibles and mindset adjustments
Shout out to MNP
34 Some woulda-coulda-shouldas when you’re being bought out
37 Spiraling up (and down) at Sage and landing at High Rock
Shout out to Jay Kimmelman and Digital CPA, and Megan Tarnow, and Mobius
42 From both sides now ... balancing user feedback and product dev
45 Build, buy or partner?
46 High points of High Rocking
49 Scott Unchaperoned – What Sesame Street character would you be?
Shout out to Grover, Big Bird, and The Count
51 What chess piece are you? (Rachel = Knight)
54 On being remembered ...
Shout out to Liz Mason, Megan Tarnow, Chris Geno, and anyone who doesn’t know #TaxTwitter
62 Hackathon Talk
Shout out to Earmark Accounting Podcast, Blake Oliver, David Leary, Peter Wen
64 Visions of a successful year
Shout out to Rebel Rock Accounting
Connect with Rachel:
LinkedIn: https://www.linkedin.com/in/rachelfisch/
Twitter: https://twitter.com/Fischbooks