Shows
She CountsDon’t Call Me Darlin’Nicole Davis, Forbes Top 200 CPA and CEO of Conscious Accounting, shares her journey from being called "darling" in client meetings to becoming a force who dominates every room she enters. She candidly offers advice on how to feel like you own a room… that wasn’t “built” with you in mind. She reveals how true power isn't about titles or corner offices, it's about owning your story and making others accept who you are on your terms. Nicole discusses why women are uniquely positioned to lead the AI revolution in accounting, the critical difference between mentorship and sponsorship, and how show...
2025-07-301h 09
Wealth and LawCompliance Work Should be Optional
Brent chats with Nicole Davis, CPA, MBA — founder of Butler-Davis Tax & Accounting and a Forbes Top 200 CPA — about why today’s accountants can (and should) treat traditional compliance work as a choice, not a requirement. Nicole explains how technology, distributed workforces, great processes, and training clients can help accountants (and any other professional) find more time for high-value advisory work.
Nicole Davis, CPA, MBA, is the founder/CEO of Butler-Davis Tax & Accounting, BD Payroll, and Groundworx Contractors. A sought-after speaker and creator of “Tax Return Pizza Tracker,” she coaches accountants through The Modern Bookkeeper accelerator and keynotes national c...
2025-05-3034 min
Accounting High229 Carving out a Niche for Trust Taxes (feat. Ashley Francis, CPA)Episode 229
FACULTY: Ashley Francis, CPA
CLASS: #Shoperations
In this episode, Scotty and Ashley Francis, CPA discuss her journey in becoming a CPA, building her niche practice focused on high-net-worth individuals, and exploring educational opportunities. Ashley shares her passion for accounting, spurred by early childhood experiences, and her growth from working in large accounting firms to running her own practice. She talks about her unique experience with trust and estate taxes, homeschooling her son, and the challenges and rewards of balancing a practice with educational endeavors.
Ashley and Scott do NOT discuss...
2024-10-1332 min
AFO|Wealth Management ForwardEmpowering Entrepreneurs - Nicole Davis CPAIn this episode, Rory speaks with Nicole Davis, Chief Hello Officer at Butler Davis Accounting and co-founder of The Modern Bookkeeper, about identifying opportunities and leading through change. Nicole shares how her focus on client relationships and a holistic approach has allowed her to help small business owners become financially fit.
Discover how she turned a payroll company acquisition into a strategic growth engine for her firm by focusing on delegation and empowering her team to deliver exceptional client service. Do you want to know how to become more authentic when leading others? Are you interested in learning about...
2024-09-1224 min
Share The Wealth ShowFlashback Friday Ep 55 - Business Entity & Credit Masterclass: Debunking MisinformationIn today's flashback Friday episode of the Share The Wealth Show, we welcome back Verline Davis as she dives into the common myths and misunderstandings surrounding business entities and credit.
She also provides actionable tips to help you make informed decisions about your business. So, whether you're an entrepreneur just starting out or a seasoned business owner, understanding the fundamentals of business structures and credit can make a huge difference in the success of your business.
Vearline Davis is a Tax Strategist who helps clients with Advanced Tax Planning. Her journey began when she purchased several rental properties and...
2024-02-2340 minShare The Wealth ShowFlashback Friday Ep 54 - The Tax Brain Surgeon: Don't trust your CPA!In today's flashback Friday episode of the Share The Wealth Show, Verline Davis takes us on a journey through her career as a tax brain surgeon, property manager, and real estate investor.
Tune in as she shares her story and provides valuable insights into how she got started in these fields and achieved success.
Vearline Davis is a Tax Strategist who helps clients with Advanced Tax Planning. Her journey began when she purchased several rental properties and was surprised to find out during tax time that she was not considered a Real Estate Professional and had very few write-offs.
...
2024-02-1639 min
Journal of Accountancy PodcastAn unorthodox path to CPA success Nicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses, and has zero work experience in a public accounting firm. She has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter. How has Davis done all of this, launching the firm Butler-Davis Tax & Accounting and two other businesses? And what has she learned along the way? She shares her story in this episode, a collaboration with the Small Firm Philosophy podcast, which is produced by the AICPA's Private Companies Practice Section.
2023-10-1227 min
Western CPE Podcast NetworkEP. 3: TRUST, you will be dealt with. Period.This TaxSnax Episode features Nicole Davis, CPA, MBA.If you raised your hand (*cough* Enya's sister) because you believed putting money in a trust can save you from paying taxes, this is the podcast episode for you. Are you tired of the misinformation buffet that social media serves up about trusts? Well, grab your favorite snack and join us for a bite-sized exploration into the world of trusts and taxes! In this episode, our tax expert Nicole Davis will serve you some savory truths as we break down the myth that trusts are the ultimate tax-free treat. Spoiler alert: There's...
2023-10-0309 min
Transforming: Tales of Business EvolutionSFP #86: Five children, 3 businesses, 1 CPA's storyNicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses and has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter. She also never worked in public accounting before launching her firm, Butler Davis Tax & Accounting. How has Davis done all of this and what has she learned along the way? She shares her story in this episode of the Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section in partnership with the Journal of Accountancy podcast. To...
2023-09-2030 minTransforming: Tales of Business EvolutionSFP #86: Five children, 3 businesses, 1 CPA's storyNicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses and has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter. She also never worked in public accounting before launching her firm, Butler Davis Tax & Accounting. How has Davis done all of this and what has she learned along the way? She shares her story in this episode of the Small Firm Philosophy podcast, produced by the AICPA's Private Companies Practice Section in partnership with the Journal of Accountancy podcast. To...
2023-09-2030 minAccounting High165 Arrested Development Accountant (feat. Sabrina Cook, CPA) | #SocialStudiesEpisode 165
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FACULTY: Sabrina Cook
CLASS: #SocialStudies
TITLE: Arrested Development Accountant (feat. Sabrina Cook, CPA)
In this podcast episode, Scott interviews Sabrina Cook aka “Ira Gilligan”, a CPA, Tax Adviser, and Fractional CFO from North Carolina. They delve into...
2023-07-191h 12
The CPA Advisory ShowIterating Through The Hiring Process with Nicole DavisJeremy and Chris welcome special guest Nicole Davis (@wifemomcpa100 on Twitter). Nicole is the Chief Hello Officer at
Butler-Davis Tax & Accounting, LLC, which focuses on CAS and tax. We apologize in advance that we didn't cover Nicole's undying love for Buc-ee's in more detail. Nevertheless, the key takeaways from the episode (courtesy of ChatGPT) are:
Nicole's experience working in corporate accounting and how it translated into small business accounting.
The decision to start her own firm and the challenges she faced during the process.
The importance of continuous learning and networking in the accounting industry.
Nicole's approach to hi...
2023-06-071h 08
Tax Section OdysseyThe pizza tracker protocol for tax season and other solutions April 18 marks the close of tax season 2023. This is a time for many practitioners to reflect on the past few months and decide what went well and what could be improved for future tax seasons ahead. Nicole Davis, CPA, has one word to encapsulate this tax season. She also shares her wins and challenges along with solutions she implemented including the pizza tracker protocol and videos. What you’ll learn in this episode Tax season 2023 defined in one word (1.24) Changes/improvements that made a difference (2.35) Advantages of using a tax process explainer video (5.25) The pi...
2023-04-1923 minTax Section OdysseyThe pizza tracker protocol for tax season and other solutions April 18 marks the close of tax season 2023. This is a time for many practitioners to reflect on the past few months and decide what went well and what could be improved for future tax seasons ahead. Nicole Davis, CPA, has one word to encapsulate this tax season. She also shares her wins and challenges along with solutions she implemented including the pizza tracker protocol and videos. What you’ll learn in this episode Tax season 2023 defined in one word (1.24) Changes/improvements that made a difference (2.35) Advantages of using a tax process explainer video (5.25) The pi...
2023-04-1923 min
Share The Wealth ShowBusiness Entity & Credit Masterclass: Debunking MisinformationEp 55 - In today's episode of the Share The Wealth Show, we welcome back Verline Davis as she dives into the common myths and misunderstandings surrounding business entities and credit. She also provides actionable tips to help you make informed decisions about your business. So, whether you're an entrepreneur just starting out or a seasoned business owner, understanding the fundamentals of business structures and credit can make a huge difference in the success of your business. Vearline Davis is a Tax Strategist who helps clients with Advanced Tax Planning. Her journey began when she purchased several rental properties and was su...
2023-03-0841 min
Share The Wealth ShowThe Tax Brain Surgeon: Don't trust your CPA!Ep 54 - In today's episode of the Share The Wealth Show, Verline Davis takes us on a journey through her career as a tax brain surgeon, property manager, and real estate investor. Tune in as she shares her story and provides valuable insights into how she got started in these fields and achieved success. Vearline Davis is a Tax Strategist who helps clients with Advanced Tax Planning. Her journey began when she purchased several rental properties and was surprised to find out during tax time that she was not considered a Real Estate Professional and had very few write-offs. After ye...
2023-03-0139 min
Accounting High096 Rock the Books like a Rockstar (feat. Sherrell Martin, CEO)Episode 96 | Recorded November 3, 2022
The Accountant Bracket Challenge aka ABC March Appness - nominate your top 5 accounting platforms today - text “ABC” to 33339 or enroll at bracket.accountinghigh.com
Shoutout to, FreshBooks
Greetings Accounting High! FreshBooks recently hit the road to meet up with some amazing people in the accounting industry at 4 awesome locations. At each location, Accounting High's rapping custodian got to sit down and chat a little with some really cool people. First up in Atlanta, Georgia, our host does a live recording with Sherrell T. Martin, Founder & CEO of Nitram Financial Soluti...
2023-01-311h 00Accounting High091 Use Your FOMO for Good | #VarsityEpisode 91 | Recorded January 6, 2023
Put your party pants on because it's time for a #VarsityParty with the Queen and Kings of party FOMO. Your favorite Accounting High trio is back and reviewing the last half of their 2022. Kenji Nikole and Scott are here to ChatGPT all about their lessons learned throughout their busiest year of travel to date. From airports to conferences to the reason you probably shouldn't ever let Scotty order spicy food at a restaurant, this episode is sure to give you a good laugh. Join us for the party to find out what Kenji's favorite m...
2023-01-091h 21Accounting High087 Infinite Game of Accounting (feat. Simon Sinek's Infinite Game) | #FreshBookReports Vol. 5Episode 87 | Recorded October 8, 2022
Thank you to this episode’s sponsor, FreshBooks
Another Fresh Book Report by Scott and Twyla and today they’re doing Simon Sinek’s Infinite Game. They break down their own understanding of the book. What is this Infinite Game? How do we win? Or do we even need to win? This episode bridges the book’s concepts and our hosts’ personal experiences and their own Infinite Games.
0 - Class is now in session!
3 - Why Infinite Game? Shoutout to Greg McKeown’s Effortless
8 - You didn't get stuck...
2022-12-2100 min
Sunset ProvisionsFrom Big Four Accountant to Financially Conscious Life & Business Coach: Alex Davis & Her Path to Career FreedomWalking away from a full-time job and pursuing entrepreneurship is far from easy. Alex Davis and I have had our fair share of struggles during our time working in corporate America, but in today's episode, we get to discuss what the path towards career freedom looked like for us both. From big four accountant to financially conscious life and business coach, we learn about the steps Alex Davis took to get where she’s at today -- happy, fulfilled, and thriving. Join Alex Davis and me as we discuss how to survive comfortably through vision boards, understanding ex...
2022-11-1655 min
The Good, The Bad, and The Ugly Accounting PodcastNo Pain, No Gain: Growing Pains of Building a FirmA WORD FROM OUR SPONSORThank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPEIn less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Downl...
2022-08-1852 min
The Retirement Risk ShowDirectly from the Source: What CPAs Are Doing for Their Post-Career YearsThis week Dave Hall and members of the Retirement Risk Advisors team attended the AICPA Engage 2022 Conference in Las Vegas. Listen in as Dave interviews CPAs on their retirement preparedness and security. CPAs just like you share their insights on Social Security, Medicare, longevity, and tips and tricks to help you prepare better now for your post-career years. Interviewees: Roger White, TXNicole Davis, GASara Stollberger, NYAndrew Waud, NYSupport the showFollow us on Instagram: @retirementriskadvisorsLike us on Facebook: Retirement Risk Ad...
2022-06-1026 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
Accounting High044 It's All Love at Work at Home and on #TaxTwitter (feat. @wifemomCPA100 & JW Davis)Episode 44 | Recorded December 31, 2021
shout out to our sponsors
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this week we have on the power couple, Nicole Davis, CPA and J W Davis ... founders of Butler-Davis Tax & Accounting, LLC based out of Atlanta, GA
In this episode we talk about:
• the dynamics and logistics of successfully living and working with your spouse
• balancing a d...
2022-03-2758 min
Accounting Salon ConversationsBalancing Food, Family, Friends, and Work with Nicole DavisSponsorWant to sponsor this podcast? Get in Touch with Nicolehttps://twitter.com/wifemomcpa100https://www.tiktok.com/@wifemomcpa100?lang=enhttps://www.linkedin.com/in/nicoledaviscpa/http://www.nicoledaviscpa.com/about.htmlhttps://www.bd-accounting.com/Get in Touch with Amandatwitter.com/aguillardacctfacebook.com/amanda.a.lo.3linkedin.com/in/amandaaguillardLinksLeave a review on Apple Podcasts or PodchaserFollow the Accounting Salon on TwitterVisit the Accounting SalonGet CPE credit at Elefant TrainingCheck out content created by Accounting Salon membersConnect with Accounting Salon members at eventsBrowse a list of Accounting C...
2021-07-2617 min
Taxgirl PodcastBookkeeping Is More Than Just Numbers: Understanding Why It MattersEpisode 15 - Bookkeeping Is More Than Just Numbers: Understanding Why It Matters Bookkeeping is an important factor of properly running a business. Many people tend to think that bookkeeping and accounting are one and the same. However, they can be very different. Bookkeeping is the recording of all financial transactions within a business. Kelly invites Nicole Davis to cover everything you need to know on how to properly take care of your business’s books. Whether you are wondering how to keep up with your own bookkeeping, looking to hire someone, or have any general questions about the...
2020-10-1940 min