Shows
Drink While You Think🍺Becoming Acuity 3.0: What’s Happening Next At Sorren?In this episode of Drink While You Think, Kenji & Matthew dig into what the future holds for Sorren and for accounting — from the next evolution of CAS to the agentic space, plus how they’re thinking about firm-building from here.Tune in for topics like...👉 What’s Next At Sorren? (00:00)👉 Building Up Our CAS Practice (01:50)👉 Matthew’s Experience At BDO Alliance Conference (06:00)👉 What CAS Will Look Like In Top Firms (07:15)👉 What Happened To Payroll Will Happen To Accounting (10:32)👉 Will Sorren Keep Adding Firms? (11:59)👉 What Kenji’s Up To? (13:39)👉 Supporting Accounting Tech...2025-06-2725 min
Drink While You Think🍺Becoming Acuity 3.0: Signed, Sealed, Delivered – Now What?In this episode of Drink While You Think, Kenji & Matthew talk about what happens after the deal closes — how they told the team, how fast integration started, and how many emotions went into this process.Tune in for topics like...👉 Deal Is Done, More Drinks (00:00)👉 “The Dog Has Caught The Car Bumper” (01:37)👉 How We Staged Telling Our Team (02:24)👉 And…Matthew’s Parents Are In Town (04:26)👉 PE = Everybody Assumes They’re Fired (05:00)👉 Leadership Meeting, Then All-Hands (06:33)👉 Matthew Books Site Visits (09:40)👉 The Hardest Work: Immediate Integration (10:43)👉 This Is Where Mental Health Comes Into Play (13...2025-06-2038 min
Drink While You Think🍺Behind Acuity 3.0: Inside The Deal ProcessIn this episode of Drink While You Think, Kenji & Matthew talk through what it looks like to navigate a deal — from stepping out of daily ops to prepping management decks, surviving diligence, and leaning on the right people to keep it all going.(This is episode two in a four-part series, so stay tuned for more to come!)Tune in for topics like...👉 Why Kenji Stepped Away From Operating (00:00)👉 Management Presentations & Matthew Taking Over (02:20)👉 What Happens When Everyone’s Great? (06:05)👉 Where Shit Gets Real: LOIs (07:13)👉 Deal Structures Are Crazy (08:55)2025-06-1329 min
Drink While You Think🍺Behind Acuity 3.0: Transparency In Data & In OurselvesIn this episode of Drink While You Think, Kenji & Matthew share a beer (and some liquor) and talk about Acuity 3.0: Acuity, powered by Sorren.(This episode is split up into a four-part series, so stay tuned for more to come!)Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 What Is Sorren? (03:10)👉 The Why – Being Prepared For Acuity 3.0 (04:35)👉 How? Hiring Outside Perspective (12:44)👉 Pros Of Capital Advisors (15:45)👉 Let’s Talk Quality Of Earnings (21:50)👉 The Marketing Side Of This Deal (24:15)👉 Rum Time: Pampero Aniversario (27:46)👉 Who We Wanted To Bring In (28:50)2025-06-0532 min
Accounting High242 Dismantling Pyramid Schemes with Selfish Motivations (feat. Chase Birky, CPA, Tim Petrey, CPA, Kenji Kuramoto)Episode 242
FACULTY: Chase Birky, CPA, Tim Petrey, CPA, and Kenji Kuramoto
CLASS: #AccountingHigh
Join Scotty and the DPS (Destroying Pyramid Schemes) panel of influential accounting leaders—Kenji Kuramoto (Acuity Accounting), Chase Berkey (Dark Horse CPAs), and Tim Petri (HD Growth Partners)—as they discuss innovative approaches to transforming the traditional accounting pyramid scheme firm structure. They explore new business models aimed at improving firm culture and client service, and share personal experiences of breaking away from legacy practices to create more dynamic and sustainable working environments. This engaging conversation delves into the nuances of l...2025-01-0846 min
Drink While You Think🍺Planning & Goal Setting for 2025 🎯In this episode of Drink While You Think, Kenji & Matthew share a beer and talk about planning for the year ahead – goal setting, Q4 leadership retreats, creating community, and more.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 When To Set Goals For The Year Ahead (03:47)👉 Accounting Firm Owners – Are You Planning? (05:10)👉 Budgeting Advice For Entrepreneurs (07:45)👉 Acuity’s Planning Process Now (09:16)👉 Matthew As Our Integrator (11:03)👉 Brainstorming Versus Open To Feedback (13:50)👉 How We Structure The Planning (16:21)👉 Initiatives Have To Be Communicated (22:04)👉 Check Ins Create Community (27:27)👉 The Art O...2024-12-2347 minAccounting High238 Getting Stuck at $1.2M and Getting Out of the Way [Part 1] (feat. Scott Scarano, EA)Episode 238
FACULTY: Scott Scarano, EA and Matt Kid, CPA
CLASS: #Shoperations
In this episode, one of Accounting High’s substitute teachers, Matt Kidd, CPA interviews Scott Scarano, EA, about his journey through accounting. Scott shared how his grandfather's CPA firm and the family software business shaped his early career, as well as the tough times he faced during college before finding his way back to accounting. He talked about his experiences with remote work, using Xero, and implementing EOS, all of which helped him transform his firm and himself. Over time, Scott grew th...2024-12-1136 min
Drink While You Think🍺Our 2024 Acuity Philippines Road Show RecapIn this episode of Drink While You Think, Kenji & Matthew share a beer and talk about their recent trip to the Philippines for Acuity’s second Philippines Road Show!Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Quick Recap of Why PH (03:03)👉 Far Away: Distance & Time - Hard to Be in Person (06:40)👉 What It Requires to Get There: Travel Expectations (08:10)👉 Tips for People Who Want to Go to PH (10:05)👉 The First Time We Went… (14:45)👉 What It’s Like Being in PH: Weather, Food, & Drinks (19:02)👉 Beers You Need to Know (21:50)2024-12-0544 minAccounting High228 $10M Model Cloud Accounting Firm, Beyond the Summit (feat. Adam Hale, CPA)Episode 228
FACULTY: Adam Hale, CPA
CLASS: #Shoperations
TITLE: $10M Model Cloud Accounting Firm, Beyond the Summit
In this episode of Accounting High, join the host and guest Adam Hale from Summit CPAs as they dive into the transformation from traditional accounting to advisory services. Adam discusses the journey of creating a successful model cloud accounting firm, emphasizing the shift from answering questions to asking them, the importance of building a niche, and the challenges of merging with a larger firm like Anders. He shares valuable insights on developing advisory services, maintaining...2024-10-0655 min
Drink While You Think🍺Tune Into The DWYT Tech Stack Draft 🍿In case you missed it...here's the recording of the LIVE #DrinkWhileYouThink Tech Stack Draft! 🍿🚨 RULES 🚨 - Snake draft 🐍- Once an app is picked, it’s off the board. ✔️- Each team must have one app in each of these categories: G/L, Spend Mgmt, Payroll, Forecasting/Reporting, Banking, Workflow, and Flex (our wildcard category) 👏- The app has to *actually* work in the category. But – they can go wild with the Flex pick. 😎- Matthew May, our "League Commissioner," handles any shenanigans. 👨⚖️🤝 TRADES 🤝 We encouraged t...2024-09-0556 min
Drink While You Think🍺Are Accountants Considered 'Cool'?In this episode of Drink While You Think, Kenji & Matthew share a beer and ask themselves are accountants 'cool'? Plus, they dive into recent venture capital activity and important info about the new Beneficial Ownership Information Report requirement from FinCEN.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 The Industry At Large: Are Accountants Cool? (02:51)👉 If You Don’t Do It Authentically, It Rings Hollow (10:09)👉 The Largest Venture Capital-Backed Exits (13:55)👉 VC Activity Is High In Accounting/Tech (16:50)👉 Premium Deals Are Still Happening (18:49)👉 Atlanta Brands On Our Sports Team Jerseys (2...2024-06-2633 min
Drink While You Think🍺Is There Such Thing As "The Perfect Comp Plan"❓In this episode of Drink While You Think, Kenji & Matthew share a beer and talk compensation plans, trying to answer the question: is there such thing as the perfect compensation plan??Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Why Compensation Plans Are So Tricky (06:00)👉 Personalizing Plans (11:58)👉 Where We Struggle At Acuity (13:45)👉 Correlation Between Rates & Total Comp (15:23)👉 How To Comp People For Value (18:00)👉 Minimum Salary Of $75,000 (20:34)👉 Execution Is A Super Challenge (24:12)👉 Matthew Used To Be Very Driven By Comp… (28:23)👉 Improving Our Communication (32:56)👉 Untappd Beer Rankings (35:28)2024-05-2037 min
Drink While You Think🍺When Does It Make Sense To Specialize A Role?In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about job responsibilities – when to create specialized roles, when you should rethink roles, and when you might want to consider combining roles in your company.Tune in for…👉 Welcome! (00:00)👉 This Week’s Topics and Beers (00:05)👉 Rethinking Roles (04:40)👉 The "Player-Coach" Roles (05:53)👉 The Onboarding Function (08:37)👉 The Concept of "Losing Your Game" (10:49)👉 The Sales Function (13:18)👉 Specialization Vs. Simplification (15:24)👉 Who Leads Your Verticals? (19:41)👉 Giving Resources To Team Members (24:27)👉 Roles That Go Well Together (25:53)👉 The Benefits...2024-05-0635 min
Cash Flow ShowE013 - Who Should You Hire Next?Join hosts Nikole Mackenzie and Scotty 'OKR' Scarano on the Cash Flow Show for an enlightening episode on strategic hiring and team building. Nikole and Scotty guide you through the process of identifying your need to hire, offering insights into recognizing the signs that indicate growth and expansion and the accountability chart. If you are thinking about hiring more staff, this is the episode for you!
Chapters:
01:45 Introduction
04:01 Identifying Your Need to Hire
08:22 Accountability Chart
15:30 COO and CEO
26:14 When You Might Need Subcontractors, Outsourcing...2024-04-2734 min
Drink While You Think🍺What It's Like To Sell Into Accounting Firms, ft. Ben Stein of KeeperIn this episode of Drink While You Think, Kenji & Matthew share a beer with returning guest, Ben Stein, co-founder and CEO of Keeper!Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Least Favorite Part Of Selling Into Accountants (04:17)👉 Problems As $3M Firm Versus $10M Firm (09:35)👉 The Expectation For SaaS Company Metrics (15:57)👉 Keeper’s Customer Acquisition Strategy (18:53)👉 How Non-Technical Founders Assess Their Tech (23:01)👉 Tips For Firm Owners Choosing Tech (29:46)👉 When Customers Set Expectations (35:03)👉 Big Drivers Of Variable Comp (38:03)👉 What Does Churn Look Like For Firms? (41:58)👉 Acuity’s Si...2024-04-1555 min
Drink While You Think🍺Meaningful Milestones And Memorable Moments At AcuityIn this episode of Drink While You Think, Kenji & Matthew share a beer and talk about meaningful milestones and memorable moments throughout the years at Acuity.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Hiring Our First Employee (05:08)👉 Spanx Becomes Acuity’s Client (08:58)👉 Kenji Buys His First Partner Out (12:15)👉 Matthew Buys Half Of Acuity(13:14)👉 The Million-Dollar Milestones (16:00)👉 When We Started Seeing Bookkeeping Take Off (17:00)👉 When Payroll Was Bigger Than We Could Float (19:48)👉 Biggest Client That Ever Stiffed Us (21:10)👉 When Kenji & Matthew Stopped Billing (22:55)👉 Our Sales Team...2024-03-2739 min
Drink While You Think🍺Recruiting In Accounting With Roman VillardIn this episode of Drink While You Think, Kenji shares a beer with special guest Roman Villard, founder of Full Send Finance, and dives into recruiting efforts in the accounting industry right now.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 The Story Behind Full Send (03:18)👉 It’s A Hard Time To Recruit (05:27)👉 How Full Send Started Recruiting (06:37)👉 Finding The Right Candidate (12:37)👉 Taking A Closer Look At Requirements (19:57)👉 Acuity’s Job Listings (24:46)👉 Full Send’s Approach To Screening & Intervi...2024-02-2851 min
Drink While You Think🍺"The Drinkies" Return! Our Third Annual Awards Show 🥇In this episode of Drink While You Think, Kenji & Matthew share a beer and host the third annual DWYT awards show – The Drinkies! 🍻Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 How The Drinkies Work (03:12)👉 The Best Brewery (04:11)👉 Our Favorite Beers (07:03)👉 And…The Worst Beers (11:34)👉 Best Location (15:10)👉 Most Watched Episode (16:11)👉 Most Impactful Episode (19:35)👉 Favorite Moment (22:18)👉 Untappd Beer Rankings (28:31)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Heineken Samuel Adams / Just the Haze.https://www.samueladams.com/our-beers/originals/non-alcoholic/just-the-haze?— MATTHEW is drinking Cervece...2024-02-0831 min
Drink While You Think🍺Our Predictions For 2024 – Global, Personal, & ProfessionalIn this episode of Drink While You Think, Kenji & Matthew review their predictions from 2023 and give their predictions for 2024.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 How Many Did We Get Right Last Year? (03:23)👉 Our Global Predictions For 2024 (07:43)👉 The Accounting Profession In 2023 & 2024 (12:55)👉 How Many Firms Take Private Equity In ’24? (20:01)👉 Tech Predictions: AI In 2024 Or 2025? (22:16)👉 Predictions For Acuity: 2023 Vs. 2024 (25:58)👉 Last Year’s Personal Predictions (34:09)👉 Personal Goals For Matthew This Year (37:48)👉 Personal Goals For Kenji This Year (41:14)👉 The Painful Prediction: The Falcons (44:24)👉 Will Atlanta United Be In The Playo...2024-01-3150 minAccounting High189 Earning Trust with the Accountants of America (feat. Seth Fineberg)Episode 189
FACULTY: Seth Fineberg
CLASS: #TechTime
TITLE: Earning Trust with Accountants in America
Scotty engages in a podcast discussion with Seth Fineberg, the Founder of Accountants Forward, where they discuss his journey into journalism in the accounting space, the withdrawal of Accounting Web, AI, and how Tech Companies should sell to accountants.
Introducing Seth
How Seth got into Accounting
Getting into Accounting Web
Taking on Accounting Web
The Realities of the Automated Practice
Advisory and CAS
The F...2024-01-0752 min
Drink While You Think🍺Communication: The Root Cause Of Our IssuesIn this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about one of their biggest struggles: communication.Tune in for…👉 Welcome! (00:00)👉 This Week's Topic & Beers (00:04)👉 Can All Communication Be Fixed With A Phone Call? (03:36)👉 The Evolution Of Our Internal Communication (05:52)👉 Fixing Things Versus Moving The Needle Forward (12:24)👉 Implicit Versus Explicit Authority (16:07)👉 Our Client Communication Break Down (21:00)👉 The Ideal Advisory Relationship (26:24)👉 Meeting The Entrepreneur Where They Are (28:37)👉 Predictions For Communication In The Future...2023-12-2241 min
Drink While You Think🍺Drink While You Think: Ask Me Anything Edition 🎙️In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and tackle their first Ask Me Anything episode!Tune in for…👉 Welcome! (00:00)👉 This Week's Topic & Beers (00:04)👉 Matthew’s Hot Tub Excursion (03:40)👉 Has Matthew Barbie-ized Himself? (05:25)👉 The Secret Sauce For Firms (07:05)👉 Biggest Breakthrough For CAS In 2024? (09:00)👉 Matthew’s Time As A Chambelan In Quinceañeras (11:53)👉 Is Kenji Still Brewing Beer? (14:50)👉 Improvements For Tech Partners (15:31)👉 Our Favorite CEOs In Accounting (19:40)👉 How Many Drinks Matthew Needs To G...2023-12-0850 min
Drink While You Think🍺Acuity Abroad: Building Teams Beyond The U.S.In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about Acuity’s international teams – what’s worked well, what’s been challenging, and why expanding outside of the U.S. has become important to the growth and success of Acuity.Tune in for…👉 Welcome! (00:00)👉 This Week's Topic & Beers (00:04)👉 Where Our International Team Is Today (03:44)👉 How We Got Started In…The Philippines (04:44)👉 How We Got Started In…St. Lucia (10:01)👉 Experimenting & Learning From Other Businesses (13:44)👉 Our Philippines Team Vs. St...2023-11-0341 min
Drink While You Think🍺Meet Our Leadership Team 👋In this episode of Drink While You Think, Kenji Kuramoto shares a drink with a few team members during the Acuity Q3 Offsite – asking them about their role, their goals for 2024, what they’re drinking, and even a “Would You Rather” question.Tune in for…👉 Welcome! (00:00)👉 This Week's Location & Topics (00:04)👉 Tyler Horn, Director of Sales (02:42)👉 Sergio Salinas, Director of Tax (06:11)👉 Patti Scharf, CPO (09:52)👉 Ann O’Dea, Sr. Controller (14:39)👉 Graham Wood, Sr. Partner (19:32)👉 Taylor McElheney, Director of Operations (24:47)👉 Lisa Gilreath, COO (29:43)2023-10-1337 minAccounting High176 Respecting Diversity and Inclusion in Accounting, and Learning about Equity (feat. Richard Roppa-Roberts & Dave Kersting)Episode 176
FACULTY: Richard Roppa-Roberts and Dave Kersting
CLASS: #AccountingHighGuide
TITLE: Respecting Diversity and Inclusion in Accounting, and Learning about Equity
In this podcast episode, Scott interviews Richard Roppa-Roberts and Dave Kersting from Quasar Cowboy & Roundtable Labs. They discuss various topics, including the dynamics of partnerships and co-firming, the importance of diversity and inclusion, and creating safe spaces for authentic interactions.
Introducing Richard and Dave
Richard the outside eye
The Start of Roundtable
How Dave met Richard
Roundtable as a Vendor Free Z...2023-10-011h 06
Drink While You Think🍺Why Kenji & Matthew Stay Out Of The Sales Process 🫢In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about why they’re not involved in the sales process at Acuity.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Why We’re Not Involved In Sales (03:45)👉 “The Matthew And Kenji Specials” (04:34)👉 Can You Teach Non-Accountants To Sell Accounting Services? (07:10)👉 Let’s Talk How Outbound Works (11:44)👉 More Accountants Should Play This Numbers Game (16:45)👉 You Need To Consider: Lifetime Value Of A Customer (21:00)👉 Thin...2023-09-2240 minAccounting High173 Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)Episode 173
FACULTY: Jody Grunden
CLASS: #GuidePosts
TITLE: Growing a Profitable Remote CFO Accounting Firm (feat. Jody Grunden, CPA)
In this podcast episode, Scott interviews Jody Grunden, CPA, co-founder of Summit CPA Group and author of two books, to discuss various topics related to running an accounting practice and building virtual CFO services, dressing "professionally", and niching down.
Introduction and an update on recent developments since the last interview.
The origin story of Jody’s Hawaiian shirts
Scott shares his similar wardrobe story
Discussing th...2023-09-101h 05
Drink While You Think🍺Our EOS Experience: What 7 Months Taught UsIn this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and revisit the Entrepreneurial Operating System, talking about how implementing EOS is going at Acuity, seven months in!Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Our Update On Implementing EOS (03:49)👉 The Most Challenging Area (14:07)👉 Our Go-To Metric To Track (17:24)👉 The Learning Curve Of A New Tool (21:11)👉 Company Size Can Be An Obstacle (22:30)👉 Up Next For Us With EOS (25:40)👉 Matthew & Lisa at QuickBook...2023-09-0836 min
Drink While You Think🍺Celebrating Matthew's Ten-Year Acuity Anniversary! 🥳In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer to celebrate Matthew’s 10-year anniversary at Acuity! The two take a walk down memory lane, reflecting on the past ten years together in business.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 How Kenji & Matthew Came Together (03:19)👉 Matthew’s “Holy Crap” Moments (05:55)👉 Acuity In 2013 Vs. 2023 (09:07)👉 Kenji’s “Holy Crap” Moments (15:28)👉 Positive Surprises 10 Years Later (21:33)👉 Untappd Beer Rankings (32:40)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drink...2023-08-2536 min
Drink While You Think🍺How Are Accounting Firms Funded?In this episode of Drink While You Think, Kenji Kuramoto & Matthew May talk about how accounting firms are funded – whether it’s cash flow from the firm itself, taking on debt, or looking for outside investors.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 How Kenji Capitalized Acuity At The Start (03:11)👉 When You May Take On Debt (07:28)👉 Matthew Is Anti-Grant (11:20)👉 Let’s Talk Private Equity (17:40)👉 How Do Pay Outs Work? (22:10)👉 Starting Out Vs. Putting In Serious Capital (26:00)👉 Untapp...2023-08-1134 min
Drink While You Think🍺How We Navigate & Resolve Challenges With Angry ClientsIn this episode of Drink While You Think, Kenji Kuramoto & Matthew May talk about angry clients – how they approach them, how they talk to team members about them, and what firm owners can do to find resolutions.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Matthew's Natural Escalation Process (05:06)👉 How To Talk To Your Team About Upset Clients (15:08)👉 3 Things SMB Owners Can Do To Disarm Clients (24:00)👉 What Can You Do To Be Proactive? (32:16)👉 Untappd Beer Rankings (43:18)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Gate City Brewing / Citras Maxim...2023-07-2846 min
Drink While You Think🍺How We Balance Taking Time Off, Traveling, & WorkThis week on Drink While You Think, Kenji Kuramoto & Matthew May reconvene after a busy summer to share a beer and talk about taking time off, traveling, and work – and how to balance it all.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Does Kenji Actually Work? (04:33)👉 Dividing Responsibilities & Resources (10:28)👉 The Pros & Cons Of A “Sabbatical” (15:15)👉 Value Of Getting Away: Creativity & Perspective (20:14)👉 How We Travel & Balance Work (24:37)👉 Where Are We Traveling Next? (30:17)👉 Untappd Beer Rankings (34:47)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Wild Leap / ETA Transcontinental...2023-07-0737 min
Drink While You Think🍺Our CPO Talks Creating & Embracing ProcessThis week on Drink While You Think, Kenji Kuramoto & Matthew May share a beer with the Queen of Processes Patti Scharf, digging into how to create better processes within your firm.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Patti: The Sole Chief Process Officer (04:11)👉 What’s Enticing About Building Processes? (6:20)👉 Standout Processes Patti Built For Catching Clouds (10:10)👉 Tools: The Cornerstone Of Process (12:18)👉 Our Mission To Make Work More Joyful (17:09)👉 Blending Culture And Process (21:21)👉 Bigger Projects At Acuity Rig...2023-05-1944 min
Drink While You Think🍺Finding Support In The Accounting EcosystemThis week on Drink While You Think, Matthew May shares a beer with special guest Steven Byler, talking about the accounting ecosystem and the support firms can find in the community.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Support In The Accounting Ecosystem (03:05)👉 How Are Online Groups Helpful? (9:20)👉 Impactful Conferences Of The Season (11:38)👉 What Employees To Send To Which Conferences (13:31)👉 Creating Face-To-Face Relationships With Stakeholders (16:01)👉 The Impact Of A “Mastermind Group” (18:33)👉 Community Is Invaluable For Business Owners...2023-05-0533 min
Drink While You Think🍺Thinking Beyond Tech Tools: Solutions, Relationships, & TeamsIn this episode of Drink While You Think, Kenji & Matthew talk about Acuity's technology partners, taking a deep dive into the who, what, when, where, why, and how of developing partnerships with tech companies.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Step 1: The Problem-Solution Fit (04:15)👉 Start Asking The Economic Questions (9:34)👉 How Will You Roll It Out To Your Team? (16:00)👉 What Does This Partner Need From Us? (21:26)👉 In This Relationship, What Does Support Look Like? (29:41)👉 You Have To Be Active To Gain Value (32:57)👉 We Strive To Be A Very Fair Pa...2023-04-2144 min
Drink While You Think🍺Our Journey To Become A Certified B CorporationIn this episode of Drink While You Think, Kenji & Matthew share a beer with special guest Nathan Stuck, talking about Acuity’s journey to become a certified B Corp!Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics And Beers (00:04)👉 What Is A B Corp? (03:47)👉 Number Of B Corps, Plus Some Notable Ones (05:58)👉 Why Acuity Went Through The B Corp Process (08:48)👉 Discovering Empathy And Authenticity (12:41)👉 Doing The Right Thing Vs. Being A B Corp (16:34)👉 The Beauty Of This Process: Measureable Data (21:10)👉 What Does It Take To Get B Corp Certified? (23:07)2023-04-0647 min
Drink While You Think🍺What's With Fewer People Going Into Accounting?In this episode of Drink While You Think, Kenji & Matthew share a beer and talk about the crisis in accounting, with fewer and fewer people entering the accounting profession.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Beers (00:04)👉 Let’s Break Down The Problem (03:15)👉 Core Problems To Address (08:48)👉 Solutions For People To Consider (10:23)👉 CPA Exam: 150 Hours Is A Hot Topic (19:17)👉 We Track All Of Our Certifications (24:58)👉 We Need To Think Globally (31:41)👉 The Big Four Has Limited U.S. Growth (33:00)👉 This Profession Is Full Of Great Friends (36:57)👉 Untappd Bee...2023-03-2444 min
Drink While You Think🍺"The Drinkies" Are Back! This Year's Best, Worst, & MostIn this episode of Drink While You Think, Kenji & Matthew host the second annual “The Drinkies” – an award show highlighting the best, worst, and most of DWYT.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Beers (00:04)👉 “The Drinkies” Categories (03:03)👉 Best Brewery (05:49)👉 Best Beer (08:20)👉 Worst Beer (10:34)👉 Most Watched Episode (12:52)👉 Best Location (16:03)👉 Weirdest Conversation (18:36)👉 Favorite Guest (26:26)👉 Untappd Beer Rankings (33:13)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Other Half Brewing / All Citra Everything.https://otherhalfbrewing.com/beer/all-citra-everything/— MATTHEW is drinking Grimm Artisanal Ales / Grimm Weisse Dunkel.https://grimma...2023-03-1035 min
Drink While You Think🍺Mental Health Awareness & Burnout In AccountingIn this episode of Drink While You Think, Kenji shares a beer with Randy Crabtree, talking about burnout for accountants, and the need for more mental health awareness in the accounting realm.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Burnout In the New Year (06:48)👉 Randy’s Work In Mental Health Awareness (11:22)👉 The Culture Of Public Accounting (12:53)👉 Seeing Firms Change For The Better (18:22)👉 The Power Of Sharing Your Story (21:41)👉 Break For Beer No. 2 (26:55)👉 Accountants Are Fun! (32:04)👉 What...2023-02-2450 min
Drink While You Think🍺Cybersecurity, Australian Accounting, & Investing In People, ft. Jamie BeresfordIn this episode of Drink While You Think, Kenji shares a beer with his mate Jamie Beresford, CEO of Practice Protect, discussing cybersecurity risks, cloud accounting, and the importance of investing in people.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Most Common Risk Accountants Need To Fix (04:24)👉 The Devil Is In The Email (06:58)👉 Is Australia The Future Of Accounting? (12:27)👉 Xerocon 2023 Set For Australia (21:10)👉 Acuity’s HR Position Is Game-Changing (27:30)👉 The Magic Is In The People (32:18)👉 Supporting Our Team...2023-02-1056 min
Accounting High098 Storytellers Guide through a Time Capsule of Travel | #VarsityEpisode 98 | Recorded January 24, 2023
Sponsored by AppStream powered by The GrowthLab
Don't be tardy to the Coach Mackenzie party. That's right. You're listening to VarsityTips formerly known as NiksTips with Scott and Nikole, where they sit down and discuss a hot topic to get Nik's hot takes and tips. So lace up your sneaks and stretch out because of VarsityTips is now in session.
ABC Appness
Storytelling
Colonoscopy and Spicy Foods
Escapades and being away from the office
GPAC, Park City, Denver, Being with friends
Business people in Accounting
Snowmobiles and sledding and music video
...2023-02-081h 10
Drink While You Think🍺Our Journey Of Scaling A Business, ft. Keeper CEO Ben SteinIn this episode of Drink While You Think, Kenji & Matthew have a beer with special guest Ben Stein, co-founder and CEO of Keeper, sharing their experiences of scaling a business.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics (00:04)👉 Meet Ben Stein (01:14)👉 What We’re Drinking (02:26)👉 The Global Reach Of Keeper (05:14)👉 Changing As You Scale (09:50)👉 How We Approach M&A At Acuity (19:35)👉 Bill Vs. Buy For Firm Owners (24:32)👉 The Scalable Path At Keeper (30:08)👉 Acuity’s Unique Compensation Model (35:00)👉 Following The Lead Of Other Firms (41:34)👉 Working On The Business Vs. In T...2023-01-2755 min
Drink While You Think🍺Hungry For EOS: Entrepreneurial Operating SystemIn this episode of Drink While You Think, Kenji & Matthew talk about their favorite acronym recently – EOS, or Entrepreneurial Operating System.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 When We First Heard Of EOS (04:35)👉 What’s Shifted Our Mindset (08:10)👉 Defining Accountability Is Huge (13:13)👉 Gotta Start With Mission Values (16:40)👉 EOS For Accountants & Startups (18:10)👉 Acuity Is Hungry For EOS (24:02)👉 We Can See Clear Career Paths (29:11)👉 Untappd Beer Rankings (33:24)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Mother Earth Brewing Company / Cali Creamin’ Vanilla Cream Ale.https://www.motherearth...2023-01-1336 min
The Unique CPATechnology is King: Leading the WayOn Episode 84 of The Unique CPA, Randy Crabtree welcomes Kenji Kuramoto, CEO and founder of Acuity. Kenji follows on from Matthew May’s appearance last week, as the two of them are co-hosts of the Drink While You Think podcast, which Randy has also appeared as a guest on them. Randy and Kenji talk about what makes Acuity unique in the accounting space, including a plethora of information on how to maximize your accounting firm’s revenue and profitability, and with a focus on technology. Get the full show notes and more resources at TheUniqueCPA.com2022-12-2745 min
Drink While You Think🍺Our New Year Predictions Going Into 2023In this episode of Drink While You Think, Kenji & Matthew give their new year predictions going into 2023, including their global, accounting, Acuity, and personal predictions.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Our Global Predictions Going Into 2023 (03:34)👉 What Will Happen In The Accounting Profession? (14:33)👉 Maybe On The Horizon For Acuity (25:15)👉 Personal Goals For The New Year (32:23)👉 Our 2023 Atlanta Falcons Predictions (35:00)👉 Untappd Beer Rankings (36:30)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Mad Swede Brewing Company / Naked Sunbather.https://madswedebrewing.com/beer/naked-sunbather-nut-brown-ale/2022-12-2238 min
Drink While You Think🍺Our Economy Will Take Years To Recover From The PandemicIn this episode of Drink While You Think, Kenji & Matthew share a beer with special guest Liz Wilke, the principal economist at Gusto and leader of the Gustonomics team.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Why Is The Economy So Crazy Right Now? (05:07)👉 The Ramifications Of COVID-19 Government Relief (08:22)👉 How Matthew & Kenji Fared In College Econ (11:45)👉 Is There Enough Good Economic Data Out There? (12:50)👉 Remote Work & Employee Retention (15:29)👉 Why Offering 401k Benefits Is So Valuable (19:10)👉...2022-11-2343 min
Drink While You Think🍺Crazy, Stupid & Weird Experiments At AcuityIn this episode of Drink While You Think, Kenji & Matthew invite you to laugh along with them as they talk about all of the crazy, stupid, and weird ideas they’ve had (and some even attempted) as co-founders of Acuity.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Experimentation With Marketing (04:15)👉 More Domains: The Tax Autopilot (09:05)👉 When URLs Mattered (12:00)👉 “The Path” For Entrepreneurs (18:05)👉 This Year, We’re Gonna Screw Up [Insert Here] (21:35)👉 Giving Your Partner The Space To Experiment (25:45)2022-11-0439 min
Drink While You Think🍺A Tour Of Kenji & Matthew's Home Office SetupsIn this episode of Drink While You Think, Kenji & Matthew give a tour of their home office setups, diving into what makes it work for them and why they pick certain things.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Matthew’s Home Setup (03:18)👉 Kenji’s Home Setup (07:20)👉 Office Tours (09:50)👉 Takeaways About Our Home Offices (27:04)👉 Show Us Your Space! What Else Do We Need? (30:25)👉 Untappd Beer Rankings (30:55)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Tucker Bre...2022-10-1432 min
Drink While You Think🍺Our Takeaways From Bringing People TogetherIn this episode of Drink While You Think, Kenji & Matthew sit down with special guest Marissa Jones, founder and CEO of Logistis, an accounting and advisory agency for creative startups.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Meet Marissa Jones (01:22)👉 Why Third Window? (04:20)👉 Software Development To Bring People Together (05:56)👉 Hosting Gatherings And Kenji’s Stress (09:07)👉 Gathering With Your Remote Team (18:24)👉 Takeaways From Getting Together (24:50)👉 What Number Is The Sweet Spot? (27:20)👉 Matthew’s Personal Takeaway: Mental Health (31:40)👉 Smaller Firms Are More Innovative (39:02)👉 Untappd Beer Rankings (42:37)2022-09-3046 min
Drink While You Think🍺Company Core Values & Why They MatterIn this episode of Drink While You Think, Kenji & Matthew talk about Acuity’s core values and why they matter.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Kenji’s History With Core Values (04:14)👉 MITCH: What It Stands For And How It Applies (05:43)👉 Kenji & Matthew’s Journey With Transparency (11:30)👉 Using Our Core Values For Performance Reviews (18:08)👉 Why Happy Is Matthew’s Favorite Value (24:22)👉 Referring To These Values At Hard Times (29:09)👉 What Do We Want To Be Vs. What Are We? (32:27)👉 Untappd Beer Rankings (35:53)👉 Upcoming Guests And Events (37:29...2022-09-1639 min
Drink While You Think🍺Yikes! The Scary Process Of Getting FeedbackIn this episode of Drink While You Think, Kenji & Matthew are “in the wild,” sharing a beer at SweetWater Brewing in Atlanta and talking about giving and receiving feedback at Acuity.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 How Reviews Started At Acuity (04:20)👉 Review Processes Can Be Too Heavy-Handed (05:30)👉 Our Framework On Gusto’s Review Platform (08:10)👉 How The Process Is Going (11:30)👉 The Timing Of Reviews (16:55)👉 Rating On A Sliding Scale (20:20)👉 1:1’s And A Review Playbook (23:00)👉 Insights To Come From Our Benchmark Year (30:56)👉 Untappd Beer Rankings (32:23)...2022-08-2633 min
Drink While You Think🍺Seth Fineberg Talks Most Interesting Headlines This YearIn this episode of Drink While You Think, Kenji & Matthew sit down with special guest Seth Fineberg, editorial manager and US team lead for AccountingWEB.com, to talk about the accounting industry, big stories from this year, what it’s like to host a conference – and of course, craft beer!Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics (00:04)👉 Let’s Talk Craft Beer (02:15)👉 Seth’s History In Accounting (11:15)👉 Accountants Are Actually Very Social (18:05)👉 The Most Interesting Headlines This Year (23:10)👉 AccountingWEB’s First Conference (36:47)👉 The Space & Desire For Independent Conferences (41:55...2022-08-1959 min
Drink While You Think🍺Why Private Equity Keeps Investing In Accounting FirmsIn this episode of Drink While You Think, Kenji & Matthew talk about why private equity keeps investing in accounting firms, predicting whether that trend will continue.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Cherry Bekaert Received Strategic Private Equity (02:55)👉 Is This Going To Be The Trend? (07:10)👉 Structural Changes To Accommodate PE (09:06)👉 Let’s Break It Down: Why PE? (13:10)👉 Why Are PE Firms Investing In Accounting Firms? (22:44)👉 Untappd Beer Rankings (30:43)🍺 WHAT WE'RE DRINKING 🍺— KENJI & MATTHEW are drinkin...2022-08-0532 min
Drink While You Think🍺Why You Should Invest In Your HR FunctionIn this episode of Drink While You Think, Kenji & Matthew talk about all of the ways they’ve made mistakes with their people – whether it’s management, setting expectations, compensation, growth and development. But it all leads back to underinvesting in Acuity’s HR function, something they’ve worked hard to fix.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 The Fix To HR Problems (03:53)👉 Setting & Communicating Expectations (17:44)👉 Benefits Of An HR Person (28:38)👉 Untappd Beer Rankings (33:02)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Port Orleans Brewing / Just Sayin' Pale Al...2022-07-2935 min
Drink While You Think🍺Pros & Cons Of Active CPA CertificationsIn this episode of Drink While You Think, Kenji & Matthew talk about CPAs – why Kenji let his certification lapse, why Matthew still has his, what’s going on in the realm of CPAs, and their thoughts on how it plays out in the industry.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Why Matthew Keeps His CPA Active (03:03)👉 Why Kenji Let His CPA Lapse (08:06)👉 How Important Are CPA Certifications To This Profession? (09:32)👉 Ethics Portion Of The CPA Exam (14:39)👉 What We’d Change About The CPA (19:08)👉 Untappd Beer Rankings (28:28)2022-07-2230 min
Accounting High056 Making Accounting Scalable (feat. Matthew May, CPA)Episode 56 | Recorded February 18, 2022
Today, we’ve got Eminem x 2 ... no, wait, M&Ms...and we’re going to let Matthew translate all things crypto, the Kenji plague, and his journey from employee to Tech CPA.
Matthew May, CPA joined Acuity to translate accounting for entrepreneurs. He does this by helping navigate tax and accounting rules and speaking entrepreneur, not an accountant; now, most people want to chat him up about cryptocurrency and blockchain. Matthew also likes to volunteer in the Georgia technology community and serves on the board of the Atlanta Technology Angels. He’s also go...2022-07-2056 min
Drink While You Think🍺Creating Content To Grow Your Accounting FirmIn this episode of Drink While You Think, Kenji sits down with Terrell Turner, founder of TLTurner Group, to dive into content creation – covering the time commitment, the types of content you can produce, and the analytics behind what you put out there.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 How Terrell Started Podcasting (04:10)👉 Does Video Help With Customer Acquisition? (11:55)👉 Allotting Time For Content Creation (19:04)👉 Looking At Analytics (27:07)👉 Untappd Beer Rankings (35:39)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Bold Monk Brewing Co. / The Way.https://boldmonkbrew...2022-07-1538 min
Drink While You Think🍺Why Retreats Might Be Beneficial To Your FirmIn this episode of Drink While You Think, Kenji & Matthew reflect on Acuity's recent leadership retreat, touching on why we think that retreats are important to Acuity, how we run them and how they’ve changed over time, and whether this is something that your firm should consider.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Why Did We Decide To Have Retreats? (04:37)👉 How We Do It At Acuity (09:51)👉 Timing Our Retreats: March, June, & October (18:00)👉 Let’s Talk About The Unstructured Time (19:35)👉 What We’ve Learned & Changed (23:14)👉 Untapp...2022-07-0837 min
Drink While You Think🍺A Deep Dive Into Payroll & CompensationIn this episode of Drink While You Think, Kenji & Matthew take a deep dive into payroll and compensation, highlighting ways other accounting firms should consider making changes.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 What Makes Acuity’s Payroll So Crazy? (04:28)👉 Variable Comp (09:28)👉 The Way We Do Our U.S. Bookkeeping Team (11:22)👉 Sharing Our Experience With Increases (15:35)👉 Our Take On Equity Compensation (23:55)👉 How Firms Can Better Align Their Teams With Success (28:55)👉 Untappd Beer Rankings (34:55)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Delirium Brewery / Tremens.2022-07-0137 min
Accounting High#NiksTips+ on PartyingAccounting Conference Season 2022 is in full force, and our hosts are certainly well qualified in that arena, as of early June our hosts have been to a combined total of 18 different accounting conferences... aka partying
Thank you to our wonderful sponsor, LiveFlow, and get 20% off for 3 months with promo code SONS Check em out at liveflow.io/sons
Life is just one big party, if you approach it with style and grace…
Today we’re pleased to participate in this podcast with our pal Kenji Kuramoto in another plus version of Niks...2022-06-2544 min
Drink While You Think🍺Accountants Are Too Slow To Increase PricingIn this episode of Drink While You Think, Kenji & Matthew talk about that all important thing – accountants are too slow to increase pricing, a necessary part of your business.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Audio Is More Important Than Video! (02:40)👉 Legacy Pricing (08:20)👉 Increasing Pricing & How To Do It (14:53)👉 Sharing Our Experience With Increases (15:35)👉 Untappd Beer Rankings (29:37)🍺 WHAT WE'RE DRINKING 🍺— Kenji is drinking Lagunitas Brewing / A Little Sumpin' Sumpin'.https://lagunitas.com/beer/a-little-sumpin-sumpin/— Matthew is drinking Anchor Brewing / Anchor Steam Beer.https://www.anchorbr...2022-06-2432 min
Drink While You Think🍺Can We Find A Banker Who Gets Accounting Firms?In this episode of Drink While You Think, Matthew May sits down with Shannon Hay, VP of Accounting and Tax Lending at Live Oak Bank.Tune in for topics like…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 5 Items That Should Be Your Diligence (04:05)👉 Shannon’s Sequence When Buying A Practice (06:42)👉 Let’s Talk Dealbreakers (09:38)👉 Should Firm Owners Care About SBA? (14:29)👉 Misconceptions: The Timing Of Deals (16:51)👉 Trends Among Cloud Accounting Firms (22:33)👉 This Year’s Accounting Conferences (25:31)👉 Untappd Beer Rankings (28:50)🍺 WHAT WE'RE DRINKING 🍺— MATTHEW is drinking Wilmington Brewing Co. / Blair's Break...2022-06-0330 min
Drink While You Think🍺Our Take On Accounting Conference SeasonIn this episode of Drink While You Think, Kenji Kuramoto sits down with special guest Scott Scarano to dive into accounting conference season, which is upon us!Tune in for topics like…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Sons Of CPA: Origin & Rebrand (02:45)👉 Life With COVID in 2022 (09:02)👉 Reflecting On Accounting Conference Season (12:20)👉 Highs & Lows Of Podcasting (29:35)👉 Untappd Beer Rankings (44:40)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Iron Hill Brewery / Pumpkin Ale.https://www.ironhillbrewery.com/promotions/pumpkin-ale/➡️ THIS WEEK'S SPONSOR ⬅️Butler-Davis Tax & Accounting: @bdaccounting, https...2022-05-2052 min
Drink While You Think🍺The Challenges Of Scaling Your FirmIn this episode of Drink While You Think, Kenji & Matthew unpack some of the challenges that come with scaling your firm.Tune in for topics like…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 What To Consider As You Grow (02:35)👉 You Better Get Used To This (03:40)👉 The Type Of Firm You Want To Be (05:20)👉 Prepare To Be Uncomfortable (09:40)👉 Helping People Feel Like They Belong (13:20)👉 How Do You Run Your Firm Authentically? (16:20)👉 Keeping CRM Up-To-Date Is Tough (17:50)👉 Untappd Beer Rankings (22:15)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Mike Hess Brewing / Hop Cloud.2022-05-1323 min
Accounting HighThe Unique CPA Presents - The Vaporware Show (feat. Scott Scarano, EA)BONUS - Rebroadcast of Episode 65 of The Unique CPA ...and it is “pure vaporware”
Randy and Scott have a great time talking about everything under the sun, from beer and other methods of “relaxation,” to one of the key tenets of The Unique CPA: The changing face of public accounting, which also happens to be a heavy focus of this show.
Check out The Unique CPA Podcast at https://tri-merit.com/podcasts/
About the Guest
Scott Scarano is the Owner and President of Padgett Business Services of Raleigh-Durham. He founded the Sons of...2022-05-1354 min
Drink While You Think🍺The Number Of Meaningful Relationships In Your FirmIn this episode of Drink While You Think, Kenji & Matthew explore the maximum amount of meaningful relationships you can have, and what that means for your firm.Tune in for topics like…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Who Has More Friends? Kenji or Matthew? (04:19)👉 Dunbar’s Number (05:34)👉 Acuity’s Growth & Relationship Changes (10:14)👉 OKRs, Slack, & Weekly Team Meetings (19:49)👉 Why Foreshadowing In Your Firm Is So Important (26:25)👉 Untappd Beer Rankings (30:07)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Midwest Coast Brewing / English Style Pale Ale.https://www.midwestcoastbrewing.com/beer— ...2022-05-0635 min
Drink While You Think🍺2 Tax Credits That Should Be On Your Firm's RadarIn this episode of Drink While You Think, Kenji & Matthew sit down with Randy Crabtree, CPA, co-founder and partner at Tri-Merit to talk craft beer and tax credits.Tune in for topics like...👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Randy's Passion For Craft Beer (06:09)👉 The Low-Hanging Fruit Of Tax Credits (10:29)👉 Tri-Merit Helping With Misinformation (11:53)👉 2 Tax Credits That Should Be On Your Radar (13:24)👉 When Firms Should Add A Tax Credit Practice (22:47) 👉 The Rigorous Documentation Of Tax Credits (29:54)👉 Randy's Podcast: The Unique CPA (35:16)👉 Untappd Beer Rankings (37:14)🍺 WHAT WE'RE DRINKING 🍺—...2022-04-2943 min
Accounting Leaders PodcastDeep-diving into the challenges of leadership with Matthew MayMatthew May is the VP of Sales & Marketing at Acuity, a virtual accounting solution for entrepreneurs. In this episode, Matthew and Stuart discuss how important it is to have a partner and mutual support in both rewarding and challenging times. They also talk about how Acuity has transformed throughout the years and the main challenges of a company's growth. Tune in for this inspirational discussion that dives deep into the challenges of partnership and leadership.Together they discuss:
Latest at Acuity (1:00)
Matthew’s family (2:00)
Importance of having a business partner (3:00)
Similarities of running a business and sp...2022-04-2753 min
Drink While You Think🍺Could Personality Tests Help Your Accounting Firm?In this episode of Drink While You Think, Kenji and Matthew talk all about personalities, analyzing personality tests that they took and whether these tests should play a role in an accounting firm.Tune in for topics like…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Kenji's Accounting Jokes (03:23)👉 The DISC Assessment (04:28)👉 Are Personality Tests Helpful For Firms? (13:41)👉 Kenji Takes 16 Personalities For Himself & Matthew (22:15)👉 Which One Of Us Has The Same Personality As Will Smith? (23:50)👉 Untappd Beer Rankings (27:46)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Iron Hill Brewery / Rising Sun IPA.https...2022-04-2230 min
Drink While You Think🍺Mythbusting Acquisitions For Accounting Firm OwnersIn this episode of Drink While You Think, Kenji sits down with Nicole Butler and J W Davis of Butler-Davis Tax & Accounting to mythbust the acquisition process for accounting firm owners.Tune in for topics like…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Butler Davis’ First Acquisition (03:52)👉 Demystifying The Acquisition Process (06:06)👉 The Value In Being Together (13:08)👉 Should Your Company Vision Change? (15:30)👉 Hardest Lesson Learned As A Firm Owner (24:28)👉 Why We Love Atlanta (33:48)👉 Untappd Beer Rankings (38:23)🍺 WHAT WE'RE DRINKING...2022-04-1542 min
Drink While You Think🍺The Influencers Of AcuityIn this episode of Drink While You Think, Kenji & Matthew talk about all the things that influence how they build and lead Acuity, highlighting books, podcasts, newsletters, and people.Tune in for topics like…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Butler-Davis Tax & Accounting (01:24)👉 Books For Growth & Their Takeaways (03:20)👉 Influencers For Firms Building Sales Teams (13:14)👉 Podcast Recommendations (17:57)👉 Must-Read Newsletters (21:33)👉 People We Lean On (23:42)👉 Untappd Beer Rankings (28:37)🥳 LINKS TO RECS 🥳Book Recommendations:- All can be found on Acuity's Goodreads account: https://www.goodreads.com/review/list/149979644?shelf=rec...2022-04-0830 min
Drink While You Think🍺What is Finance-as-a-Service Or FaaS?In this episode of Drink While You Think, Kenji & Matthew sit down with Dan Gertrudes, co-founder of GrowthLab, to talk about what Finance-as-a-Service, or FaaS, is and how it can change the game for startups.Tune in for topics like…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Castle Island Brewing & Brewery Accounting (04:38)👉 Why Accounting Firms Invest In Their Clients (08:32)👉 What is Finance-as-a-Service or FaaS? (22:07)👉 Untappd Beer Rankings (30:49)🍺 WHAT WE'RE DRINKING 🍺- Kenji & Matthew are drinking Castle Island Brewing / Bohemian Shine. https://castleislandbeer.com/beer/bohemian-shine/- Dan is drinking Moat Mountain Bre...2022-04-0133 min
Drink While You Think🍺How Roles Within Accounting Firms ChangeIn this episode of Drink While You Think, Kenji sits down with Lisa Gilreath, COO at Acuity, to talk about how roles within accounting firms change as you scale your business and as team members' lives change.Tune in for topics like…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Lisa's Career & Finding Work-Life Balance (03:59)👉 Operational Challenges For Scaling Firms (09:32)👉 How To Wrangle Kenji & Matthew (20:15)👉 Parenting Advice For Prom Weekend (27:24)👉 Untappd Beer Rankings (34:05)🍺 WHAT WE'RE DRINKING 🍺- Kenji is drinking Castle Island Brewing / Keeper India Pale Ale.https://castleislandbeer.com...2022-03-2537 min
Drink While You Think🍺4 Things Accounting Firm Owners Love To Argue AboutIn this episode of Drink While You Think, Kenji and Matthew debate the 4 things that accounting firm owners love to argue about most. Kenji flips a coin to determine which side of the argument they’ll take for each topic, regardless of how they feel about it. The winner of each debate will be decided by the viewer – that's you!Tune in for topics like…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 How The Debate Will Work (03:20)👉 Hourly Rate Billing Vs. Fixed Price Billing (07:08)👉 QuickBooks Vs. Xero (12:11)👉 Advisory Services Vs. Compliance Services (18:32)👉 Fo...2022-03-1836 min
Drink While You Think🍺Let’s Talk All Things Marketing For Accounting Firm OwnersIn this episode of Drink While You Think, Matthew sits down with Brooke Beach, CEO and founder of Marketwake, to talk about all things marketing for accounting firm owners.👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Where Wicked Weed Got Its Name (02:29)👉 What Marketwake Does For Clients (03:54)👉 Top 3 Marketing Priorities For Cloud Accounting Firms (05:05)👉 Content Strategy: Writers Vs. SEO Strategists (07:31)👉 Video Is Everything, Even Without SEO Value (11:25)👉 What Is A Drip Campaign? Why Is It So Important? (15:13)👉 How Accounting Firm Owners Should Think About Paid Search (19:44)👉 Top 3 Marketing Metrics Accounting Firm Owners Should...2022-03-1139 min
Drink While You Think🍺How Founders Fund Accounting Software CompaniesIn this episode of Drink While You Think, Kenji and Matthew flip the script from how to invest in accounting tech to how founders fund accounting software companies. Tune in for…👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:04)👉 Bootstrapping Vs. Raising Capital (05:54)👉 Shoutout To Our Sponsor: VerifyiQ! (10:04)👉 Where To Go To Raise Capital (10:30)👉 Milestones To Hit For Different Capital Types (17:08)👉 Our Fundraising Strategies (18:10)👉 Untappd Beer Rankings (30:31)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Young's / Double Chocolate Stout.https://www.youngsbeers.co.uk/beers/double-chocolate-stout/— MATTHEW is drinking Wicked Weed Brewing / Milk...2022-03-0434 min
Drink While You Think🍺The Most Unique Origin Story Of An Accounting Firm OwnerIn this episode of Drink While You Think, Kenji and Matthew are joined by Chris Williams, CEO and accounting firm owner of System Six! Tune in for… 👉 Welcome! (00:00)👉 This Week's Topics & Beers (00:05)👉 Chris' Origin Story (04:10)👉 Why Choose Cloud Accounting? (09:08)👉 Advice For Accounting Firm Owners (16:59)👉 The Right Way To Hand Off Keys To New Firm Owners (19:56)👉 When Would You Buy Another Firm? (28:05)👉 Golf Tips From Chris (34:57)👉 Untappd Beer Rankings (40:47)🍺 WHAT WE'RE DRINKING 🍺 KENJI is drinking Prairie Artisan Ales / Ape Snake.https://prairieales.com/MATTHEW is drinking Wicked Weed Brewing / S'mores from th...2022-02-2543 min
Drink While You Think🍺Cheers To 100 Episodes With Bud Light NextIn this episode of Drink While You Think, Kenji and Matthew celebrate 100 episodes of the series with one of the first reviews of Bud Light Next! 🎉 Tune in for…👉 Welcome! (00:00)👉 Happy 100th Episode! (00:40)👉 Bud Light Next: First Impressions (02:14)👉 Who's The Target Audience For Bud Light Next? (06:30)👉 Kenji Buys Bud Light Next NFTs (08:47)👉 Matthew Talks Journal Entries (14:48)👉 Untappd Beer Rankings (29:18)🍺 WHAT WE'RE DRINKING 🍺— KENJI & MATTHEW are drinking Anheuser-Busch / Bud Light Next.https://www.budlight.com/our-beers/next/👥 CONNECT WITH US 👥Matthew May: @TheTechCPA, https://www.linkedin.com/in/t...2022-02-1434 min
Drink While You Think🍺How To Invest In Accounting Technology CompaniesIn this episode of Drink While You Think, Kenji and Matthew talk about how to invest in accounting technology companies. Tune in for…👉 Welcome! (00:00)👉 This Week's Beer & Topic (01:08)👉 How Acuity Invests Started (04:56)👉 Investing With Stock Options (06:23)👉 Outcomes: Investment Strategy & Liquidity (09:52)👉 Acuity Invests' 16 Investments (14:14)👉 Let's Syndicate As Angel Investors (17:15)👉 Accountants Get Stuck On This (23:11)👉 The Biggest Mistake Investors Make (24:09)👉 We're Not Here To Throw Darts (26:34)👉 Untappd Beer Rankings (31:37)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Maine Beer Company / Woods & Waters.https://mainebeercompany.com/beer/woods-waters/— MATTHEW is drinking Three Taverns Bre...2022-02-1034 min
Drink While You Think🍺What Happens When Accounting Firm Owners Come TogetherIn this episode of Drink While You Think, Kenji and Matthew talk about what happens when accounting firm owners come together. Tune in for…👉 Welcome! How To Sponsor DWYT (00:00)👉 This Week's Beer & Topic (01:05)👉 Accounting Firm Owners Turn It Up (04:13)👉 Work Hard, Play Hard (06:37)👉 No Competition, Sharing Is Huge (10:44)👉 Unified Around Do It Yourself (12:17)👉 We Support Each Other! (18:36)👉 The Power Of Community (23:11)👉 Untappd Beer Rankings (31:14)🍺 WHAT WE'RE DRINKING 🍺— KENJI is drinking Dragon's Milk / Bourbon Barrel-Aged Stout.https://dragonsmilk.com/about-dragons-milk/— MATTHEW is drinking Orpheus Brewing / When All Goes Black My Shadow Seeks Me.2022-02-0436 min
Drink While You Think🍺"The Drinkies" – 2021 Awards For Best, Worst, and MostIn this episode of Drink While You Think, Kenji and Matthew host “The Drinkies” – a review of the best, worst, and most from the DWYT series in 2021! Tune in for their take on…Kenji’s Mustache, The Best and Worst Beers, The Most Watched Episode, The Most Unique Episode, The Craziest Story of the Year, The Most Matthew Award, and The Favorite Guest. 🍺 WHAT WE'RE DRINKING 🍺 – Kenji is drinking Tivoli Brewing Company's Bo Girl Pilsner. Matthew is drinking Three Taverns Brewery's Cocoa Cafe.2022-01-1131 min
Accounting High032 PPP2: Processes, Profitability, and People (feat. Scott Scharf, CTO)Episode #32 | Recorded October 6, 2021
Shout out to our sponsors this week: TaxBandits and Reach Reporting
it was announced on August, 4th 2021 that Catching Clouds would be merging with Acuity ...shout out to Kenji Kuramoto, Matthew May, and Lisa Gilreath
5 the journey of Catching Clouds and Patti Scharf's BlackBerry
***shout out to Douglas Sleeter***
6 Catching Clouds first client was an Amazon Seller, shout out to A2X
7 Scott Scharf's Steps to Success
• pick your niche
• pick your tech stack & focus your marketing
• get your systems in place2022-01-0354 min
Drink While You Think🍺David Emmerman: Why Xero For Accounting SoftwareIn this episode of Drink While You Think, Kenji and Matthew sit down for a drink with David Emmerman, Head of Enterprise for Xero in the U.S. Tune in to hear more about...David's Accounting Practice, An Undergrad Degree, Why Xero, 100 Million Dollars, and The Top 300. 🍺 WHAT WE'RE DRINKING 🍺 — Kenji is drinking Wicked Weed Brewing's Freak of Nature. Matthew is drinking Three Taverns Brewery's Tango On Ponce IPA. David is drinking Blanton's Bourbon on the rocks.2021-12-2639 min
Drink While You Think🍺NFTs & Crypto Accounting Over Kenji's HomebrewIn this episode of Drink While You Think, Kenji asks Matthew ("The Crypto Guy") what's new with NFTs and how Acuity does crypto accounting for its clients. Tune in to hear more about...Who is Sunday Matthew, Football Line Betting, Sponsor Jason Staats, Miss Excel on TikTok, and Raising Prices. 🍺 WHAT WE'RE DRINKING 🍺 – Kenji & Matthew are both drinking Kenji's Homebrew: Sunday Matthew's Breakfast Stout.2021-12-0925 min
Earmark Podcast | Earn Free Accounting CPEA tale of two mergers with Kenji Kuramoto and Matthew May of AcuitySign up to get free CPE for listening to this podcast:https://earmarkcpe.com/Connect with Kenji Kuramoto, Founder and CEO of Acuity https://www.linkedin.com/in/kenjikuramoto/Connect with Matthew May, VP of Sales and Marketing at Acuity https://www.linkedin.com/in/thetechcpa/Learn more about Acuityhttps://acuity.co/about/Listen to more episodes of Drink While You Think: https://www.youtube.com/playlist?list=PLXnap0yocZOW5DtK9YBRAiJPzBq4l-nbzConnect with Blake Oliver, CPALinkedIn: https://www.linkedin...2021-12-0344 min
Drink While You Think🍺The Evolution Of Staff EngagementsIn this episode of Drink While You Think, Kenji and Matthew breakdown the evolution of staff engagements in three ways: who's delivering it, who's communicating with the client, and who's checking the work. Tune in to hear more about...Accounting Pods, The Logic Behind Specific Roles, and The Worst NFL Games. 🍺 WHAT WE'RE DRINKING 🍺 – Kenji is drinking West Sixth Brewing's Pennyrile Pale Ale. Matthew is drinking Sycamore Brewing's Southern Girl Blonde Ale.2021-11-2337 min
Drink While You Think🍺Let's Talk Acuity's Approach To Sales & MarketingIn this episode of Drink While You Think, Kenji and Matthew share their thoughts and experiences about sales and marketing. Tune in to hear more about...Hardest Part of the Process, Growing With Outbound, Your Web Presence, and Mobile-Friendly Websites. 🍺 WHAT WE'RE DRINKING 🍺 – Kenji is drinking Tivoli Brewing Co.'s Mountain Squeeze Juicy IPA. Matthew is drinking Three Taverns Brewery's Slay The Psychonut.2021-11-1736 min
Accounting High025 Determined. Agile. Vision. Evolve. (feat. Dave Olsen, CPA)Episode #25
Determined. Agile. Vision. Evolve. (feat. Dave Olsen, CPA)
recorded 8/23/2021
Dave Olsen, CPA | CEO
Nimbl & Nimbl Staffing
South Jordan, UT
2 from Brigham Young University accounting to information systems to programming to EY
5 the CFO of a 5 person startup isn’t a full-time job
7 Are you a multitasker or an entrepreneur?
9 from India to the Philippines in 2012…
***shout out to Cathy Tio at Nimbl Staffing***
10 Putting your business pants on in 2017…
***shout out to Patti Scharf, CPA***
13 The birth of Tanalytics… the death of Tanalytics…
***shout out to Jason Staats, CPA, MBA***
15 Where did the name Nimbl come from?
18 Your brand should be...2021-11-1454 min
Drink While You Think🍺Special Collab Episode 🎧 With Earmark Accounting PodcastIn this episode of Drink While You Think, Kenji and Matthew are joined by special guest and podcast host Blake Oliver, CPA, in a "collab" episode. Tune in to hear more about...History of Acuity, Merger Experiences, Catching Clouds, and Liquidity. 🍺 WHAT WE'RE DRINKING 🍺 – Kenji is drinking West Sixth Brewing's Pay It Forward Cocoa Porter. Matthew is drinking Duclaw Brewing's Candy Cane Imperial Stout. Blake is drinking Four Peaks Brewing's Sunday Solar Seltzer.2021-11-1154 min
Drink While You Think🍺Line Betting: Could Matthew Be A Numbers Savant?In this episode of Drink While You Think, Kenji asks Matthew a series of questions to see if he can guess the right number. Tune in to hear more about...The NFL and College Football, Active CPAs in the U.S., Table Games, Cash Transactions, and Top Selling Beer. 🍺WHAT WE'RE DRINKING🍺 – Kenji is drinking The Four Essentials from Pontoon Brewing. Matthew is drinking Lay Low from Monday Night Brewing.2021-10-2025 min
Drink While You Think🍺Accounting Conferences: Step Out Of Your Firm 👞In this episode of Drink While You Think, Kenji and Matthew talk about when firm owners should step out of their firm to gain some perspective. Tune in to hear more about...👉 Tucker Brewing Company👉 Quickbooks Connect and Xerocon👉 Annual Conferences👉Agendas🍺WHAT WE'RE DRINKING🍺 ––– KENJI is drinking Tucker Brewing Company's Tucktober Fest.– MATTHEW is drinking Guinness Stout Draught.2021-10-1826 min
Smart Business Revolution | Turn Relationships into Revenues | Networking | More Clients | Relationship AdviceKenji Kuramoto | Managing Your Business Money, When to Hire a CFO, and Disrupting the Accounting IndustryKenji Kuramoto is the Founder and CEO of Acuity, which builds and maintains financial functions for entrepreneurs and startups. Through Acuity, he has provided thousands of companies with a full range of financial solutions from high-level strategic financial counsel through its fractional CFO practice all the way to virtualized bookkeeping solutions for early-stage startups. His core business mission is to provide scalable financial solutions for entrepreneurs so that their main focus can be growing their company. Kenji is also an active angel investor primarily focused on providing capital for his clients. He is a member of Entrepreneurs...2021-06-1433 min
Decision VisionDecision Vision Episode 101: Should I Enter Into A Business Partnership? – An Interview with Kenji Kuramoto and Matthew May of AcuityDecision Vision Episode 101: Should I Enter Into A Business Partnership? – An Interview with Kenji Kuramoto and Matthew May of Acuity How do you put together a successful business partnership when the company has already been around for quite a few years? Kenji Kuramoto and Matthew May, co-owners of Acuity, join host Mike Blake [...]2021-01-2854 min
Decision VisionDecision Vision Episode 101: Should I Enter Into A Business Partnership? – An Interview with Kenji Kuramoto and Matthew May of AcuityDecision Vision Episode 101: Should I Enter Into A Business Partnership? – An Interview with Kenji Kuramoto and Matthew May of Acuity How do you put together a successful business partnership when the company has already been around for quite a few years? Kenji Kuramoto and Matthew May, co-owners of Acuity, join host Mike Blake […]
The post Decision Vision Episode 101: Should I Enter Into A Business Partnership? – An Interview with Kenji Kuramoto and Matthew May of Acuity appeared first on Business RadioX ®.2021-01-2800 min
Decision VisionDecision Vision Episode 101: Should I Enter Into A Business Partnership? – An Interview with Kenji Kuramoto and Matthew May of AcuityDecision Vision Episode 101: Should I Enter Into A Business Partnership? – An Interview with Kenji Kuramoto and Matthew May of Acuity How do you put together a successful business partnership when the company has already been around for quite a few years? Kenji Kuramoto and Matthew May, co-owners of Acuity, join host Mike Blake [...]2021-01-2854 min
The Accounting PodcastGetting to know Acuity LIVE from AcuityCon in AtlantaSponsorsOnPay: http://cloudaccountingpodcast.promo/onpayOnPay is offering an exclusive promo code only for the listeners of The Cloud Accounting Podcast to get three free months of OnPay payroll service for any of your clients that you set up by February of 2020! Visit the sponsor link, and use code "CAP3FREE" to take advantage of this offer! Show Notes01:17 – Acuity - firm of the future today - operating almost completely with a remote workforce! 03:54 – Is your job on the automation chopping block? Find out, here 04:30 – Even with the gloom-doom reports, the demand f...2019-11-0940 min
Future Firm Accounting Podcast#1 - Accounting Thought Leaders from Acuity Discuss 21st Century AccountingWelcome to episode 1 of the Future Firm Accounting Podcast! I'll be sitting down with thought leaders in the accounting space from around the world to hear their stories about innovation in order to help you and your firms see into the future and to help modernize your firms.
In this episode, I chat with Kenji Kuramoto and Matthew May, partners at one of the leading clouding firms in the US, Acuity, based out of Atlanta.
The firm was named one of the best firms to work for in 2019 and they have a team of...2019-09-0448 min