Episode 74 | Recorded April 11, 2022
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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
