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Mackenzie Patel, CPA

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The Fun CPA PodcastThe Fun CPA PodcastNikole Mackenzie - Momentum is EverythingWelcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by Nikole Mackenzie!Nikole is the founder and CEO of Momentum Accounting – a firm built for founder led, self-funded businesses doing $1M–$10M in revenue.Like Yuri, Nikole has always sought to have more control of her career through ownership of her own firm. Not only does she share her journey to build this successful business, she also details what pushed her to go out and get her very own shingle. Much like other accounting origin stories – it isn’tpr...2025-04-0244 minAccounting HighAccounting High252 The Artist vs The Entrepreneur (feat. Ron Baker)Episode 252FACULTY: Ron BakerCLASS: #TheGuideScotty’s back in the Office with our Principal, Ron Baker, and he has a copy of "The Creative Act: A Way of Being" by Rick Rubin. In this book report, they cover a wide range of topics, including creativity in art and accounting, the quest for efficiency, the role of humor in art, and the importance of paying attention to your surroundings. The conversation also touches on the challenges of being an entrepreneur and artist, the subjective nature of value, and the evolution of...2025-03-1900 minAccounting HighAccounting High249 Throw Your Phone in the Ocean and Follow the Money (feat. Shane Mason, CPA/CFP)Episode 249FACULTY: Shane Mason, CPA/CFPCLASS: #ShoperationsJoin us in this Shoperations episode as we learn from Shane Mason of Brooklyn FI and his venture into software. Shane shares insights into the company's growth, handling rapid expansion, and the importance of predicting the future over dwelling on the past. Discover how Brooklyn FI is navigating industry shifts, introducing new partners, and staying ahead with innovative solutions like Gemifi. Perfect for students and professionals eager to learn about financial planning, startup struggles, and the evolving landscape of tech-driven advisory services.📣 Shout Out...2025-02-2650 minAccounting HighAccounting 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 minAccounting HighAccounting High241 Scaling Advisory Services and the Evolution of CAS (feat. Nikole Mackenzie)Episode 241 FACULTY: Nikole Mackenzie aka Niks, aka Nikki, aka Coach Mack CLASS: #Shoperations In this episode we have Coach Mack back on aka Nikole Mackenzie as she dives deep into her journey in the evolving world of Client Advisory Services (CAS). Nikole shares her experience from starting in a traditional accounting setting to establishing her firm, Momentum Accounting. We explore the transformation of CAS, and Nikole’s Profit Points system aimed at optimizing business performance. It’s time for another episode of Shoperations at Accounting High! 📣 Shout Outs: Millie, Ramona, Ron Baker...2025-01-0149 minThe Profitability PodcastThe Profitability PodcastNew Year, New You, New Taxes!Ready to make 2025 your most profitable year yet? Join hosts Joey and Mackenzie as they sit down with CPA powerhouse Haylie Hardin to reveal game-changing end-of-year strategies every business owner needs to know. With over 400 clients under her belt, Haylie shares insider tips on everything from maximizing tax benefits and streamlining payroll to avoiding common (and costly) year-end mistakes. We get into smart budgeting practices that will save you money that can help get your business off the ground. Get the scoop on why buying that business car might be a terrible idea, how to handle employee bonuses the...2024-12-251h 01Golf 360Golf 360Nick Chertock – Open Forum, from idea to the Golf Science Redefined, How do he and his partners go about selecting guests, formats, and topics, What he has learned in more than a decade of hosting one of golf’s premiere events? Nick Chertock – (IG:@openforum.golf, X:@golfprogress) is many things: a dad of three, a CPA, equity comp tax expert but what he’s most known for to the golfing world is being the co-founder of Open Forum. What is Open Forum? It is golf science redefined where you can discover the latest breakthroughs in golf science and instruction by the top minds in each field – coaching, learning, fitness, tech, and more. It’s held each year on Tuesday of PGA Show week in Orlando, Florida and this will be the 11th Open Forum. Affiliates: PAYNTR Golf Sh...2024-12-152h 17The Profitable CreativeThe Profitable CreativeThe Connection Between Creativity and Divinity | Mackenzie BrimSend us a textPROFITABLE TALKS...In this conversation, Christian Brim interviews his daughter, Mackenzie Brim, about her journey as a creative. Mackenzie is a figurative oil painter who also teaches art classes, does murals, and takes on various creative projects. They discuss the struggle between following one's passion and making money, the different approaches to creativity in commercial art versus deeply personal art, and the importance of creating without thinking about the business aspect. They also touch on the role of AI in creative work and the connection between creativity and divinity.2024-10-2224 minThe ABC\'s of IBCThe ABC's of IBCConfessions Of A CPA - The Capital Equivalent Value of Life InsuranceWith so many folks focused on accumulation and the rate of return (ROR) they earn, Bryan Bloom created a new metric to determine what you need to accumulate and receive as a ROR with alternative investments (stocks, mutual funds, real estate, etc) to have the (same) capital equivalent value (CEV) you gain with a specially designed and engineered whole life insurance contract. Though this book seems to just focus on this CEV concept, Bryan makes a strong case for combining your (uninterrupted) savings with the borrowing other people's money (OPM) to grow wealthier than you thought possible. IMHO, this...2024-08-271h 38Accounting HighAccounting High208 $6M Tax Firm, Building a CAS Practice, Implementing EOS, with NO Timesheets! (feat. Jason Ackerman, CPA)Episode 208 the Sons of CPAs are back baby!!! FACULTY: Jason Ackerman, CPA CLASS: #Shoperations In this episode, Scotty brings back his Sons of CPAs founding co-host, the Accounting High Lunch Lady, and CPA at BNA CPAs & Advisors, Jason Ackerman. They discuss the state of Jason’s firm and what the operations look like. They also discuss building a CAS practice, implementing EOS and getting rid of timesheets. It’s time for Shoperations at Accounting High! Shout Outs: Ed Mendlowitz, Ron Baker, Nikole MacKenzie, Zachary Call, Tate Henshaw, Kenj...2024-05-1953 minAccounting Flow PodcastAccounting Flow PodcastThis firm owner’s process for onboarding new clients and improving their experiencesSend us a textAccounting Flow is a podcast deep dive into accounting firm workflow & processes. In each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA, and Shahram Zarshenas.In this episode, we're excited to welcome Nikole Mackenzie, CEO & Founder of Momentum Accounting, Inc., as she shares her process for onboarding new clients and improving their experience in her firm. You’ll Enjoy:Expert Insights: Nik...2024-04-2335 minKernels with Ohio Corn & WheatKernels with Ohio Corn & WheatEp 062: Spring D.C. Mission (CPA's Version)Spring DC Mission... but the CPA Version! Landon Hollopeter, Morgan Evans, and Mackenzie Ott all share their experiences with all things advocacy, D.C., and policy. Listen in to what they have to say about their time with policy makers and growers on the Hill.   About Ohio Corn & Wheat Ohio Corn & Wheat works to create opportunities for long-term Ohio corn and small grain grower profitability. It is a strategic alliance of two checkoffs and one membership-based organization. The Ohio Corn Checkoff and Ohio Small Grains Checkoff work to develop and expand markets, fund r...2024-04-0224 minCash Flow ShowCash Flow ShowE007 - Roles in an Accounting DepartmentIn this episode of the Cash Flow Show, hosts Nikole Mackenzie and Scotty 'OKR' Scarano explain traditional roles and titles of the accounting department and reframe them as functional roles like AP, AR, payroll, reporting and strategy instead of traditional titles so you can be a well informed business owner. Chapters: 00:02:04 Introduction 00:07:21 The Controller 00:10:52 The CFO 00:15:31 The CPA 00:16:36 EA vs CPA 00:20:15 The Functional Roles 00:23:30 FP&A 00:26:29 Putting it All Together 00:33:37 Conclusion ...2024-03-1641 minThe ABC\'s of IBCThe ABC's of IBCThe UncommonFor our 40th episode, we're going to challenge our listeners to RE-THINK their thinking. Enough said!  “So what kind of financial strategies should you be using in your financial world? Should you be doing the same common things that everyone else is doing? Or should you maybe be doing things differently? The good news is that some of what I ‘know that I know’ is currently sitting in your blind spot. So, by sharing what I know, I hope to help you to expand that which you know. “ -Bryan S. Bloom, Confessions of a CPA  2024-01-2646 minThe ABC\'s of IBCThe ABC's of IBCSeeding Your FutureJoin John & Doug as they delve further into a topic discussed earlier in the year- convertible term insurance. When whole life premiums aren't a good fit for your current situation, but may be in the future, a convertible term policy is the solution. Lock in your insurabilty and know that you have the contractual right to convert to a quality whole life policy when your finances allow.   "There is a provision that allows you to convert your term policy to a permanent life insurance policy without having your health rescreened for pricing and issuance purposes. T...2023-12-2921 minL’investisseur transforméL’investisseur transforméPhilanthropie: les dons de bienfaisance et vos financesL'argent est un outil puissant pour atteindre la liberté financière! C'est aussi un outil formidable pour contribuer au bien-être d'autrui par le biais de dons caritatifs. Bien que le gouvernement décide des causes à soutenir collectivement par nos impôts, les dons nous offrent la liberté de choisir individuellement les causes alignées avec nos valeurs. Cela engendre un impact positif sur la communauté, sur notre satisfaction personnelle, mais aussi sur nos finances. Dans l'épisode d'aujourd'hui, la fiscaliste Guerlane Noël et l’expert en philanthropie Badreddine Maamar mettent en lumière les diverses façons dont no...2023-12-061h 00The ABC\'s of IBCThe ABC's of IBCThe Beauty Of Unstructured LoansApplications, justification, income verification, qualification, etc.... These are some of the many steps we have accepted we must take when getting a loan from someone else. It's a laborious process that's not within our control. What if there was a better way to access capital? Come join Doug and John to find out how!  “What is an unstructured loan? It is basically an open ended loan arrangement. It is open ended because of the time and frequency of repayment is not defined. There is no set time of repayment. This means that you can pay it...2023-11-1719 minThe ABC\'s of IBCThe ABC's of IBCCollateral Capacity- The Importance of Increasing your LeverageIf you've listened to any of our previous episodes, you'll know that one of the major aspects that makes IBC so powerful is leverage. Leverage is traditionally viewed as a scary thing that irresponsible risk taking investors use. We would argue that the contractual leverage provided by a dividend paying whole life insurance policy is one of the safest financial tools one can have at their disposal. An life insurance policy is unique in that every year your leveragable capacity grows exponentially faster than the year before as you pay premiums and as policy dividends are paid...2023-11-0320 minThe Accounting PodcastThe Accounting Podcast15-Year-Old Passes CPA Exam & NY Requires Independent Audits of AI Hiring ProcessesIn this episode, Blake and David examine the story of the 15-year-old who recently passed the CPA exam, as well as recent news involving accounting firms transitioning to corporations, AI investments, and new laws concerning AI hiring. They also cover several tech stories related to accounting, problems with client portals, and much more!SponsorsOnPay - https://cloudaccountingpodcast.promo/onpayRelay - https://cloudaccountingpodcast.promo/relayForwardly - https://cloudaccountingpodcast.promo/forwardlyChapters(00:04) - Preview: Accounting firms will transition to corporations (01:00) - Blake and David are back from their...2023-07-1155 minAccounting HighAccounting High134 Smile to Inspire and Reignite your Fire (feat. Alex Miles aka Ms. Smiles) | #SocialStudiesEpisode 134 In this episode of Accounting High, host Scott interviews Ms Smiles aka Alex Miles, a social media marketer and former employee of T-Sheets. Alex talks about her journey from high school pranks to her passion for social media marketing, and how she used her skills to connect with others and brighten their days. She also shares insights into the power of community, the importance of being authentic on social media, and the value of in-person meetups. Alex's infectious energy and positive attitude make this episode a must-listen for anyone looking to find their own passion and...2023-04-271h 46Crypto With AccountantsCrypto With AccountantsCreating Compliant Accounting Records From Complex Crypto TransactionsIn this episode, Pat White and Rafael Casas interview Mackenzie Patel, CEO of Hash Basis, a crypto-native accounting firm based in San Francisco. Mackenzie shares her accounting background and how she got into crypto accounting. They also discuss the challenges of revenue accounting in crypto and the emerging trend of specialized crypto accounting.Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE for listening to this episode.Checkout the Bitwave channel on Earmark to get even more CPEChapters(00:00) - Preview: What does...2023-04-1447 minAccounting HighAccounting High118 Artist vs. Entrepreneur: A Book Report on The Creative Act by Rick Rubin (feat. Ron Baker)Episode 118 | Recorded Februrary 21, 2023 Scotty’s back in the Office with our Principal, Ron Baker, and he has a copy of "The Creative Act: A Way of Being" by Rick Rubin. In this book report, they cover a wide range of topics, including creativity in art and accounting, the quest for efficiency, the role of humor in art, and the importance of paying attention to your surroundings. The conversation also touches on the challenges of being an entrepreneur and artist, the subjective nature of value, and the evolution of an artist's work. This engaging and thought-provoking discussion is a...2023-04-031h 46Accounting HighAccounting High111 CAS is Sexier than Bookkeeping (feat. Dan Luthi, CPA)Episode 111 | Recorded October 6, 2022 In today’s episode, Scott talks to Dan Luthi, of Ignite Spot Accounting Services. Dan shares his story, from his younger days to how he got into accounting. He talks about how his Mormon faith has influenced his desire to help people. Dan also shares his insights on how to avoid issues in business, building good client relationships, and thriving in the industry. He discusses the firm’s hard numbers, equity, and they also talk about cloud accounting. Dan advises on how to hire and work with CFOs, build a management team, and be cogn...2023-03-211h 05Accounting HighAccounting High110 Using Graf Paper in Staats Class (feat. Logan Graf, CPA)Episode 110 | Recorded January 25, 2023 Automate your Simple Tasks! AppStream powered by The GrowthLab  Simple Tasks! Music Video Scott and Logan Graf, CPA are back to have another laid-back chat talking about everything from accounting to making music videos.  As they catch up, they reminisce about how Scott once saved Logan's life. This conversation is about delegation, treating everyone with respect, and the potential for AI and automation in the profession. Scott saved Logan’s life Updates at Accounting High Getting older Race to 10k Firm Hard Numbers How did Scott do it? Outsourcing The...2023-03-162h 00Accounting HighAccounting High099 GPT your SOPs & Real Life Resiliency Running a Firm | #VarsityEpisode 099 | Recorded February 1, 2023 VarsityTips is brought to you by LiveFlow Don't be tardy to the Coach Mackenzie party with Scott and Nikole, where they sit down and discuss a hot topic to get Niks’ hot takes and tips. So lace up your sneaks and stretch out because of VarsityTips is now in session. Hitting the Charts OKR and The Tax Accountant's Anthem Tax Organizers and Typeforms and Tax Returns Asynchronicity ABC March Appness Update, Sponsers, and Raffle Prizes LiveFlow Accounting Salon AH Gazette Hubspot Chat GPT, write an SOP FinDaily Terrell Turner and YouTube Ni...2023-02-131h 08Accounting HighAccounting 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 10Accounting HighAccounting High090 We've Got Momentum and a Niche | #VarsityEpisode 90 | Recorded December 27, 2022 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. It's the same show you've grown to know and love, we're just calling it something new to fit the curriculum here at Accounting High. So lace up your sneaks and stretch out because VarsityTips is now in session. What happened last year? Trips Blessed to get away in January Ron Baker Marathon Preview Niks shifted...2023-01-0657 minAccounting HighAccounting High083 Tax Season Scalability (feat. Tallyfor) | #VarsityEpisode 83 | Recorded October 31, 2022 We're on a mission to set our own traditions here at Accounting High, and we need your help and feedback to do it. If you have a few minutes to spare, we would so appreciate it if you took our listener survey linked here: https://bit.ly/3NRSAfD Thank you to Tallyfor for the support, from The Accounting High Booster Club https://www.tallyfor.com/ This Episode includes appearances by: Nikole Mackenzie, CPA “Coach Mack” Scott Scarano, EA Peter Wen (Tallyfor) Shane Mason, CPA Megan Justice, EA, LTC and for those of you that know and love...2022-12-1056 minAccounting HighAccounting High073 Your Ego is Your Enemy | #FreshBookReports Vol. 4Episode 73 | Recorded May 27, 2022 A Fresh Book Report @ Accounting High  with Scotty Scarano and Twyla Verhelst, CPA Today's Book Report is on Ego is the Enemy by Ryan Holiday Ever felt like you’re the king of the world? Or like you’re carrying the world on your shoulders? When was the last time you felt like you won? Or the last time you felt like you lost? What and who got you there? Our Ego, if left unchecked, clouds our vision and prevents us from reaching greater heights. It affects us not j...2022-10-1641 minDiffuseTap PodcastDiffuseTap PodcastDiffuseTap: DeFi TaxesTime to optimize your DeFi tax accounting ahead of the year-end close! Last time on DiffuseTap, we ask Mackenzie Patel, CPA and Senior Revenue Accountant at Figment, and Joe Dillon, Director of Customer and Partner Success at Bitwave, about the complexities of DeFi and NFT taxes, how the IRS deals with defaulting investors, and how you can be more tax efficient with your DeFi investing.2022-10-1028 minProfessional InsightProfessional InsightDisability Tax Credit, Hensen Trust & Other BenefitsOne of our subscribers asked for information on the Disability Tax Credit, Henson Trust and other benefits. The boys managed to secure Frank DiPietro, CPA, CFP from Mackenzie Investments to discuss in-depth One of our subscribers asked for information on the Disability Tax Credit, Henson Trust and other benefits. The boys managed to secure Frank DiPietro, CPA, CFP from Mackenzie Investments to discuss in-depth. Learn more about your ad choices. Visit megaphone.fm/adchoices Hosted on Acast. See acast.com/privacy for more information.2022-09-271h 08Accounting HighAccounting High064 Atomic Habits for Accountants, Pt 3: Practical Applications | #FreshBookReports Vol. 3Episode 64 #FreshBookReports @ Accounting High (the miniseries) Recorded May 22, 2022 Still, with us today is Twyla Verhelst, CPA. Twyla is the distinguished director of the Accountant Channel and the FreshBooks Accounting Partner Program Leader. She supports and empowers other accounting professionals as they help small businesses flourish. Thank you to our sponsor, Freshbooks! Part 3 of 3 Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear. Scott and Twlya conclude this mini-series by giving us their final take on the book. What are our...2022-09-0748 minAccounting HighAccounting High#5minLy | 7 Accounting Firm MicroHabitsSeason 3 BONUS | Recorded March 22, 2022 Welcome to the resurrection of the #5minLy We’re back for another chat and your regular dose of quick-and-easy information. Today, our hosts go through the 7 micro habits to be a better leader. Although short compared to our usual episodes, this ain’t short on helpful tips on how we can better mange our firm and our employees. Listen in for more… #5minLy is co-hosted by Michael Ly, an accounting and fintech entrepreneur whose exposure to the startup accounting ecosystems has given him insights into the opportunities around the data s...2022-09-0218 minYour Canadian Retirement SpecialistYour Canadian Retirement SpecialistSustainable Investing: Environmental, Social & Governance (ESG)In this Episode, Regan sits down with Head of Sustainability at McKenzie Investments, Fate Saghir. to talk about Environmental, Social and Governance (ESG) investing, and how ESG investing can fit into your portfolio.  Environmental, social and governance (ESG) investing is a strategy you can use to put your money to work with companies that strive to make the world a better place. ESG investing relies on independent ratings that help you assess a company’s behavior and policies when it comes to environmental performance, social impact and governance issues. Comment below with any questions or top...2022-08-2355 minRising Entrepreneurs PodcastRising Entrepreneurs PodcastEO San Francisco | Taking a Risk and Reinventing AccountingNikole Mackenzie is the Founder and CEO of Momentum Accounting, a 100% US-based remote team of business-savvy accountants and technology experts who help like-minded creative agencies and other professional service companies scale from $1 million to $10 million in annual recurring revenue. Nikole and her team help agency owners save money, increase revenue, stay compliant, save time, and eliminate stress, ultimately giving them the freedom to scale their recurring revenue businesses to an eventual multimillion-dollar exit. Nikole is a recovering CPA who has led hundreds of owners to revitalize their accounting departments by helping them save money, increase revenue, stay...2022-08-1820 minAccounting HighAccounting High#NiksTips on PoetryThis is Poetry 101 brought to you by Accounting High (aka Sons of CPAs) Sponsored by LiveFlow, be sure to give this episode a go, they can help you grow, check them out at liveflow.io get 20% off for 3 months with promo code SONS at checkout, go to liveflow.io/sons Your Hosts, Emcees, Poets Nikole Mackenzie, CPA aka Niks Scott Scarano aka Lil Toddler aka Slim Scotty aka Esquired (S²) aka OKR (OK Rapper) Let’s give it up for this presentation You...2022-08-1252 minThe BitcoinTaxes PodcastThe BitcoinTaxes PodcastCanadian Crypto Taxes ExplainedKyle Mackenzie, a CPA, and the CFO and partner of the crypto division at Metrics Chartered Professional Accounting, joins the show to discuss all things crypto taxation in Canada. Kyle goes over the basics of Canadian crypto taxes, and runs through some of the more frequently asked advanced questions he encounters as well, including the […]2022-08-1020 minThe BitcoinTaxes PodcastThe BitcoinTaxes PodcastCanadian Crypto Taxes ExplainedKyle Mackenzie, a CPA, and the CFO and partner of the crypto division at Metrics Chartered Professional Accounting, joins the show to discuss all things crypto taxation in Canada. Kyle goes over the basics of Canadian crypto taxes, and runs through some of the more frequently asked advanced questions he encounters as well, including the […]2022-08-0920 minThe BitcoinTaxes PodcastThe BitcoinTaxes PodcastCanadian Crypto Taxes ExplainedKyle Mackenzie, a CPA, and the CFO and partner of the crypto division at Metrics Chartered Professional Accounting, joins the show to discuss all things crypto taxation in Canada. Kyle goes over the basics of Canadian crypto taxes, and runs through some of the more frequently asked advanced questions he encounters as well, including the […]2022-08-0900 minAccounting HighAccounting High060 The Accounting Game (feat. Chris Williams, CEO)Episode 60 | Recorded February 22, 2022 Guest: Chris Williams, CEO of System Six Hosts: Nikole Mackenzie, CPA & Scott Scarano, EA Sponsor: Karbon - visit karbonhq.com to learn more Today, Scott and Niks are joined by Chris Williams, Owner/CEO of System Six, a 100%-remote outsourced accounting services firm. Before System Six, Chris served as an advisor to and investor in medium-large sized businesses. He’s worked for several fast growing companies, and holds a business degree from Stanford. 2 - Chris = Cool (surprise engagements, running the media circuit, hitting the links ...) ...2022-08-0854 minAccounting HighAccounting High#NiksTips on PromotionsNiksTips on Promotions, as in when do you promote your employees? and the systems around that... Thank you to our wonderful sponsor, LiveFlow... get 20% off for 3 months with promo code SONS at checkout, go to liveflow.io/sons Co-Host; Nikole Mackenzie, CPA.  Niks helps agency owners save money, increase revenue, stay compliant, save time, eliminate stress, and ultimately give them the freedom to scale their recurring revenue businesses to a multimillion $ exit. What makes a good manager? What can and should you do if you want to be promoted? What are b...2022-07-2652 minThe Accountant Quits PodcastThe Accountant Quits PodcastEpisode 34 | Mackenzie Patel from Figment on Proof of Stake AccountingProof of stake (PoS) blockchains will form the foundation of a more inclusive and user-owned Internet. If institutional token holders are primed to enjoy the staking rewards embedded within these blockchains, either by acting as validators or delegators on the network, accounting for those rewards remains a headache. Reason being that there is currently limited guidance from the accounting standards, be it US GAAP or the IFRS, on revenue recognition for staking rewards. To help us better understand the accounting treatment on proof of stake networks, I spoke to Mackenzie Patel, a CPA...2022-07-0849 minRising Entrepreneurs PodcastRising Entrepreneurs PodcastEO San Francisco | Burning Out, Working for a NFL Hall of Famer and Reinventing AccountingNikole Mackenzie is a CPA residing in the San Francisco Bay Area with clients located all over the U.S. She has seen small business accounting from every perspective as a former tax and audit CPA who now runs her own scaling accounting firm. Nikole has led hundreds of owners to revitalize their accounting departments through her easygoing approach and contagious enthusiasm. She and her team help agency owners save money, increase revenue, stay compliant, save time, eliminate stress, and ultimately give them the freedom to scale their recurring revenue businesses to an eventual multimillion-dollar exit.  In t...2022-07-0720 minAccounting HighAccounting 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 minThe Liquidity Event | Money and Finance with Shane and Ally JaneThe Liquidity Event | Money and Finance with Shane and Ally JaneAmerica's Got StartupsAnother week, another lifeless IPO market. Come on tech bros! Get it together. Our hosts are back on their soapbox and ranting and raving about clients who won’t sell their dang stock just because they don’t like the price. There’s the awful news that romance scams reached a 5-year high, made even more popular by the devious Tinder Swindler. Folks, never send a wire to someone you don’t know. Speaking of wire transfers and therefore banks, Wells Fargo is in hot water for a damning report that shows they denied mortgages to black borrowers at a much h...2022-03-2531 minAccounting HighAccounting High#NiksTips+ on Partners Pt 1Sons of CPAs Podcast Bonus Drop, #NiksTips+ on Partners Pt 1 Botkeeper is giving away a free year of bookkeeping, up to $20k, enter for a chance to win here! https://www.botkeeper.com/win The Valentines Threesome feat. Nikole Mackenzie, CPA, scott scarano, ea 🥶😈 & Kenji Kuramoto “the best partnerships are when both sides feel like they got the better end of the deal” - K²  Kenji Kuramoto, CEO of Acuity CFO Online Bookkeeping Accounting and Business Tax talks to us about running a $11M Firm with a partner, and running it like a true...2022-03-1546 minAccounting HighAccounting High#NiksTips on PodsSeason 2 Episode 9 Bonus Sons of CPAs Bonus episodes where Nikole “Niks” Mackenzie and Scott Scarano share a small but useful piece of practical advice as it relates to running their professional accounting firms. This episode is brought to you by the letter P… these bonus episodes are deep dives into topics that start with the letter P, and it’s a little different than our regular episodes Pods are how you structure your team in terms of how you deliver your services to your clients.  Shout out to Niks … and her regular guest Episode on...2022-03-0123 minAccounting HighAccounting High#NiksTips on Podcasts Pt. 22day is Twosday 2.22.22 happy 2sday, brought to you by the number 2 ... we present 2 you, part 2 of #NiksTips on Podcasts Sons of CPAs Podcast bonus episode drop feat. Nikole Mackenzie, CPA and scott scarano, ea 🥶😈 shout out to all the co-hosts Jason Ackerman, CPA, CFP®, CGMA 🔥 Michael Ly and Zachary Call, CPA mini show notes: 2 if you want to see the Pop! Cover Art that corresponds to the episode you’re listening to, check it out on Spotify Podcasts 3 Sons of CPAs title explained again… 2022-02-2222 minAccounting HighAccounting High#NiksTips | The Future of Banking (feat. Blake Oliver, CPA)#NiksTips | The Future of Banking (feat. 👂 Blake Oliver, CPA, CPA and Nikole Mackenzie, CPA) Sons of CPAs Bonus to Episode #28 5 the difference between Relay Financial and Wells Fargo is Relay Financial lets you create as many checking accounts as you want, Wells Fargo opens them up without your consent 6 the pains and perceived costs of moving bank accounts is so high that we don’t do anything ***shout out to Caleb Newquist and Greg Kyte, CPA of the Oh My Fraud Podcast*** 9 for businesses that need to spin out diffe...2021-12-1223 minAccounting HighAccounting High011 Beyond Building Momentum (feat. Nikole Mackenzie, CPA)Episode #11 Beyond Building Momentum (feat. Nikole Mackenzie, CPA) recorded 5/10/2021 Nikole Mackenzie, CPA https://momentumaccounting.com/ Hello and welcome. We are the Sons of CPAs. Join us as we question the current state of the accounting and tax industry with the next generation of professionals leading this space, we are the change agents in an industry fraught with money and inertia. Let's begin The Sons of CPAs with your hosts, Jason Ackerman and Scott Scarano. 0 https://en.wikipedia.org/wiki/Harem 2 the parallels of sports and...2021-08-1554 minPodcast NeuroAUPodcast NeuroAUDicas para quem quer estudar NeuroArquiteturaMuitas pessoas pedem dicas de materiais de leitura e de cursos de NeuroArquitetura no Brasil, então nesse episódio vamos falar um pouco sobre algumas opções! Mas não se esqueça, esse campo está crescendo rapidamente, então apesar das nossas dicas, mantenha-se atualizado!   Os links dos cursos citados são estes:  Neurociência Aplicada a Ambientes e Criação na FAAP: http://cursos.faap.br/descricao/neurociencia-aplicada-a-ambientes-e-criacao/1265  Neurociência para Design de Interiores na ABD:  https://www.google.com/search?q=neurociencia+abd&oq=neurociencia+...2021-07-1508 minSmall Business MattersSmall Business MattersWhen, Why, and How to Market Your Small Business with Jennifer KoonJennifer Koon is a Marketing Communications Professional with more than 25 years of corporate and agency-side experience with firms big and small. In 2001, Jennifer founded Michael Mackenzie Communications which develops and manages marketing and public relations programs for growing technology firms and professional service providers. Clients include Managed IT solution providers, law firms, CPA firms, HR & financial consultancies, and other services organizations with complex sales. Show Notes: In this episode, Tim and Taylor sit down with Jennifer Koon to discuss the importance of knowing when and how to invest in marketing, lead nurturing, marketing automation, and understanding your unique sales proposition. ...2020-08-3133 minHER ConversationsHER ConversationsRecreate Your Life My guest on this weeks HER Conversations is Ellen Atkins, Founder of The Suburban Monk   After thirty fulfilling years as a CPA in the corporate world, Ellen knew it was time for a change. She was a happy suburban mom of three kids, a great husband and adorable dog. On the outside, what more could she want? Yet in 2007, Ellen turned her life upside down, quit her great job in search of what made her happy. She became hyper-focused on whatever brought her joy: words, quotes, a picture, or even a colour. During her tra...2018-10-091h 09