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Nikole Mackenzie

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The CAS Cache
The CAS CacheCAS Clarity in 5: Nikole Mackenzie on Making Business FunWhat if your CAS firm’s real superpower was making business fun again for clients by killing cashflow stress and focusing on one core KPI?In this episode:🎯 Firm Goal/Mission: Make business fun for clients⚙️ Favorite Tech Tool: Reach Reporting📊 Favorite KPI: Gross profit margin🔑 Getting Unstuck: A quick ChatGPT brainstorm🔮 Did Sooner: Launch a newsletter + EOS L10 Meetings 🌐 Momentum Accounting 🔗 Nikole's LinkedIn👉 Subscribe to The CAS Cache newsletter for full insights and weekly
2025-11-2606 minRestoration Pros Unplugged
Restoration Pros UnpluggedRestoration Finance Reimagined: Tech, Strategy & Scale with Nikole MackenzieIn this episode of Restoration Pros Unplugged, Clinton James sits down with Nikole Mackenzie, Founder and CEO of Momentum Accounting, to break down how restoration businesses can turn financial mess into momentum.Nikole shares how her team helps owners gain control of cash flow, clean up chaotic books, and implement systems that scale—all through a modern, outsourced accounting model built specifically for restoration companies.You'll learn:Why restoration companies are uniquely suited for outsourced CFO and controller supportThe difference between bookkeepers, controllers, and CFOs—and when to bring each in...
2025-06-0145 minThe Fun CPA Podcast
The 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 High
Accounting 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 High
Accounting 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 High
Accounting High247 From Products to Transformations in the New Economic Era (feat. Principal Ron Baker)Episode 247FACULTY: Principal Ron BakerCLASS: #TheGuideIn this episode, Scott is in the office again with Accounting High Principal Ron Baker to discuss the future of accounting and the shift towards the transformation economy. Ron outlines the evolution of economic eras and how firms can position themselves to offer superior value by focusing on transformations rather than just services. They also touch on examples from various industries, and discuss the potential of subscription models.📣 Shout Outs: Nikole MacKenzie, James Ashford, Ben Stein, Joe Pine, James Gilmore, Scaling New Heights, Betty Cro...
2025-02-121h 08Accounting High
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 minAccounting High
Accounting 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 New F*Word (F for Fractional Finance)
The New F*Word (F for Fractional Finance)Scaling Advisory Service through Content ft. Nikole MackenzieHow can fractional finance leadership transform small businesses, and why is the role of a fractional CFO so vital? In this episode of The New F* Word podcast, I speak with Nikole Mackenzie founder of Momentum Accounting, as we explore how outsourced financial services are reshaping the way small businesses manage their finances.Nikole shares her journey from traditional public accounting to launching Momentum Accounting in 2017, a company that helps businesses with revenue ranging from $1 to $10 million streamline their financial operations. We discuss the many reasons business owners turn to fractional CFO services, often out of frustration...
2024-12-1233 minBest Metrics
Best MetricsBest Metrics for Financial AdvisorsNikole Mackenzie, founder of Momentum Accounting, shares hard-won insights from building a successful advisory practice that transforms struggling businesses into thriving enterprises. Through real client examples, she breaks down how to move beyond traditional accounting packages to deliver meaningful business outcomes, including her approach to pricing, profitability targets, and client assessment frameworks. Nikole provides practical strategies for upskilling team members and implementing advisory services, while emphasizing the importance of focusing on business outcomes rather than selling products.(00:00) - Best Metrics for Financial Advisors (00:47) - Guest Introduction: Nikole Mackenzie (01:10) - Nikole's Background and Experience (05:17) - Defining Advisory Services (14:10...
2024-11-1952 minCash Flow Show
Cash Flow ShowE032 - Saas Startup Series Part 3: Automating your Reporting to InvestorsIn this episode of the Cashflow Show, hosts Scott and Nikole dive into the importance of automating financial reports for SaaS startups. They cover crucial topics such as investor reporting, using tools like Reach Reporting, and integrating data from various sources to ensure trust and professionalism. Plus, they discuss the significance of regular communication with your accountant to meet investor deadlines effectively. Tune in to learn how to streamline your financial processes and build stronger investor relations. Chapters: 00:00 Introduction  01:35 Importance of Automating Financial Reporting  02:58 Tools for Financial Reporting  ...
2024-09-2818 minCash Flow Show
Cash Flow ShowE031 - SaaS Startup Series Part 2: P&L Structure for Tracking KPIsIn this episode of the Cashflow Show we continue the SaaS Startup Series. Discover how to structure your Profit & Loss statement for effective KPI tracking. Learn key calculations like EBITDA and the rule of 40 to balance growth and profitability. Tune in next week for the final episode in the SaaS Startup Series Chapters: 00:00 Introduction 01:26 Understanding P&L Structure and KPIs 02:53 Breaking Down Revenue and Costs 07:56 Operating Expenses and Net Income 13:04 The Rule of 40 Explained 16:12 Conclusion ⬇️Videos Referenced⬇️ Ep...
2024-09-2119 minCash Flow Show
Cash Flow ShowE030 - SaaS Startup Series Part 1: Key Terms for Tech CompaniesIn this episode of the Cashflow Show, Scott and Nikole dive into the foundational aspects of SaaS startups in the first part of their three-part series. They explore different business models, essential metrics, and terminologies that are crucial for understanding and advising tech companies. From customer acquisition costs (CAC) to monthly recurring revenue (MRR), this episode is packed with insights for small business owners and advisors looking to navigate the complexities of the tech startup landscape. Tune in to learn how to manage your finances and scale your business effectively. Chapters: 00:00 Introduction 
2024-09-1431 minCash Flow Show
Cash Flow ShowE029 - Free Money!! R&D Tax Credits are NOT just for Tech Companies!In this episode of the Ca$hflow $how, hosts Scott and Niki dive into the often-overlooked R&D tax credits, explaining what they are, how they work, and how various businesses can qualify, even beyond the tech industry. Tune in for expert advice and real-world examples to help you succeed. Chapters: 00:00 Introduction  00:58 Overview  04:04 What is the R&D Tax Credit?  06:36 Real-World Examples of R&D Tax Credits  12:51 How to Claim R&D Tax Credits  19:37 Costs and Considerations 23:25 Conclusion
2024-09-0727 minCash Flow Show
Cash Flow ShowE028 - Key Tax Planning Strategies for Pass-Through Entities (part 1)In this episode, Scott and Nikole dive into tax planning strategies specifically for pass-through entities like S corps and partnerships and how tax planning can impact your cash flow. They also explore retirement planning, the Qualified Business Income Deduction (QBI), and optimizing your salary distributions to save on self-employment taxes. Tune in for a wealth of information geared towards small business owners looking to maximize their tax strategies and profitability. Chapters: 00:00 Introduction  01:10 Overview  02:16 Understanding Pass-Through Entities  05:46 Tax Implications for S Corps vs. Partnerships 17:07 Retirement Pla...
2024-08-3127 minCash Flow Show
Cash Flow ShowE027 - 3 Signs it's Time to Switch from Cash to Accrual AccountingIn this episode of the Ca$hflow $how, hosts Scott and Nikole dive into the topic of transitioning from cash to accrual accounting. The episode focuses on why businesses should consider moving to accrual accounting, highlighting three major signs: lumpy revenue, third-party reliance on financials, and the need for accurate forecasting. If you're a small business owner looking to enhance your financial accuracy and planning, this episode is a must-watch. Tune in and learn how accrual accounting can help you achieve your business goals. Chapters: 00:00 Introduction 01:00 Episode Overview 04:55...
2024-08-2429 minAccounting High
Accounting High221 $4M Niched Firm Built on Clear Communication (feat. Zane Stevens, CA)Episode 221 FACULTY: Zane Stevens, CA CLASS: #Shoperations In this episode of Accounting High, Scotty is in shop class with Zane Stevens, founder of Protea Financials. Zane takes us through his journey from South Africa to California, where he set up a thriving accounting firm specializing in the wine industry. They chat about the importance of good communication, finding your career niche, and using professional networks to grow. Zane also points out the cool perks of having a team spread across South Africa. Join in for some solid advice on career growth, managing a...
2024-08-1854 minCash Flow Show
Cash Flow ShowE026 - How to Measure Your Marketing Dollars: Part 3 Maximizing ROIIn this episode of The Ca$hflow $how, Scott and Nikole guide small business owners through the final steps of understanding and calculating Return on Investment (ROI) for their marketing dollars. This episode, Part 3 of a series, focuses on the practical application of previously discussed metrics: Lifetime Value (LTV) and Customer Acquisition Cost (CAC). Understand your ROI for marketing now! Download Nikole’s Marketing ROI calculator and watch the video instructions  https://resources.momentumaccounting.com/marketing-calculator Chapters: 00:00 Introduction  01:00 Welcome Back and ROI Overview 
2024-08-1711 minCash Flow Show
Cash Flow ShowE025 - How to Measure Your Marketing Dollars: Part 2 Understanding CAC Join Scott and Nikole on the Ca$hflow $how as they discuss essential topics for small business owners. In this episode, they delve into Customer Acquisition Cost (CAC), explaining its importance, how to calculate it, and strategies to reduce it. Download Nikole’s Marketing ROI calculator and watch the video instructions  https://resources.momentumaccounting.com/marketing-calculator Chapters: 00:00 Introduction 01:00 Welcome Back: Class is in Session 01:10 Understanding Customer Acquisition Cost (CAC) 02:16 Calculating Marketing Costs 05:59 Optimizing Marketing Strategies 14:05 Improving Conversion Rates 1...
2024-08-1022 minCash Flow Show
Cash Flow ShowE024 - How to Measure Your Marketing Dollars: Part 1 Calculating LTVIn this episode, Scott and Nikole kick off a three-part series on understanding and measuring your marketing dollars. Today, we're diving into Customer Lifetime Value (LTV)—what it is, how to calculate it, and why it's crucial for your business. Whether you're running a small business or a larger professional service, we've got practical insights and tools for you. Plus, don't miss Nikole's Marketing ROI Calculator. Tune in and learn how to maximize your marketing investments! Download Nikole’s Marketing ROI calculator and watch the video instructions (https://resources.momentumaccounting.com/marketing-calculator)
2024-08-0321 minCash Flow Show
Cash Flow ShowE023 - How much should you pay for Accounting?In this episode of the Cash Flow Show, hosts Scott and Nikole discuss why investing in professional accounting services can be a game-changer for small businesses, the cost breakdown of having an in-house versus outsourced accounting team, and the value it brings. They also highlight key functions of a high-performing accounting department and share personal anecdotes, emphasizing how freeing up time and optimizing resources can help improve business operations and profitability. Tune in for expert insights and practical advice! Chapters: 00:00 Introduction 01:04 The Importance of Good Accounting 02:56 Defining an...
2024-07-1317 minCash Flow Show
Cash Flow ShowE022 - Tired of your Bank's Old Tech? Consider a NeobankIn this episode, Scott and Nikole discuss the emergence and benefits of neobanks for small business owners. They cover the advantages of using these 100% online platforms, the differences between neobanks and traditional banks, and the potential risks involved. Whether you're frustrated with traditional banks or looking to better manage your extra cash, this episode is packed with valuable insights on leveraging neobanks for your business. Chapters: 0:00 Introduction  00:59 Episode Overview  02:24 Benefits of Neobanks  05:18 Using Neobanks for Business  05:50 Popular Neobank Options
2024-07-0618 minCash Flow Show
Cash Flow ShowE021 - What to do when you're RUNNING OUT OF CASH!?!?Join hosts Nikole Mackenzie and Scotty 'OKR' Scarano on the Cash Flow Show as they dive into crucial strategies for managing cash flow crises. Explore short-term and long-term options and discover actionable insights to help turn your business around and ensure long-term financial stability. Chapters: 0:00 Teaser  00:51 Introduction  01:10 Meet Your Hosts: Scott and Nikole  01:47 Addressing Cash Flow Issues  02:51 Immediate Actions to Take  04:54 Short-Term Financing Options  10:55 Preventative Measures for Future Stability  13:03 Conclusion and Call to Action ⬇️Vid...
2024-06-2916 minCash Flow Show
Cash Flow ShowE020 - What if you have TOO MUCH Cash? 6 Ways to Use Excess CashScotty and Nikole discuss smart strategies for managing excess cash in your business. From saving and paying off debt to investing in your business, personal investments, and even philanthropic efforts, they cover six effective ways to use your surplus cash. Chapters: 0:00 Teaser 01:28 Hosts' Banter and Episode Milestone  02:15 Managing Excess Cash: Six Smart Strategies  03:08 How Much is Too Much Cash?  06:56 Personal Investment Options  09:02 Venture Capital Investments and Hard Money Lending  10:40 Investing Back into Your Business  12:32 Real Estate Investment Strategies  1...
2024-06-2224 minCash Flow Show
Cash Flow ShowE019: Creating a Walkaway Price: Understanding the Basics of Pricing (Part 2)Join hosts Nikole Mackenzie and Scotty 'OKR' Scarano on episode 19 of the Cash Flow Show as they dive deep into the intricacies of pricing strategies. This episode focuses on setting a 'walkaway price' to ensure your business remains profitable. Learn how to determine your lowest acceptable rate, understand the impact of costs and business models on pricing, and explore various tactics to maintain high margins. Whether you're a small business owner or a seasoned professional, this episode is packed with valuable insights to help you manage your bottom line effectively. Chapters: 00:00 Teaser 01:00...
2024-06-1527 minCash Flow Show
Cash Flow ShowE018 - Pricing Strategies for Professional Service BusinessesIn this episode, Nikole Mackenzie and Scotty 'OKR' Scarano dive into pricing strategies for service-based businesses. They explore the pros and cons of various pricing models, from time-based and fixed fee pricing to subscription and value-based pricing. Through engaging anecdotes and real-life examples, they shed light on the importance of understanding the market, setting a foundational price, and the psychological impact of price perception. Whether you're a small business owner or a seasoned entrepreneur, this episode offers valuable insights into optimizing your pricing strategy for better financial outcomes. Chapters:
2024-06-0851 minCash Flow Show
Cash Flow ShowE017 - Getting Your Business Ready to SellNikole Mackenzie and Scotty 'OKR' Scarano dive deep into what every business owner needs to know about preparing to sell their business. They cover the foundational steps to not only making your business more attractive to prospective buyers but also ensuring you maximize its value. From the importance of having clean and accurate financial statements to avoiding common pitfalls that can diminish your business's worth, Nikole and Scotty share invaluable advice, stories, and tips gleaned from their extensive experience. Whether you're thinking about selling in the near future or just want to build a...
2024-06-0138 minAccounting High
Accounting 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 minCash Flow Show
Cash Flow ShowE016 - How to Guarantee 20% Profit from your Business, a deeper dive into the 50-30-20 RuleDo you know what to do when profit is too low? What about if it’s too high? Learn how to identify cash flow issues, fix them and better implement the 50-30-20 Rule to guarantee 20% profit from your business with Nikole Mackenzie and Scotty 'OKR' Scarano on the Cash Flow Show! Chapters: 0:00 Teaser 01:27 Introduction 03:42 COGS Recap 08:06 Example Service Based Business 11:03 Partnership Example 15:06 Profit too low 18:34 Profit is too High 20:05 Fix 1: Price Increase 22:27 Fix 2: Reduce Costs...
2024-05-1839 minCash Flow Show
Cash Flow ShowE015 - 7 Signs Your Business Needs a ControllerDon't miss this episode of the Cash Flow Show, where Nikole Mackenzie and Scotty 'OKR' Scarano equip you with the knowledge to identify signs that may indicate the need for a controller, paving the way for improved financial health and success. Chapters: 00:00 Teaser 01:44 Introduction 03:11 What's a Controller? 06:18 First Sign 08:39 Sign 2 09:51 Cash Flow Sheet 10:53 Sign 3 14:45 Sign 4 17:01 Sign 5 19:36 Sign 6 21:21 Sign 7 24:00 Benefits of a Controller 28:54 Recap ...
2024-05-1133 minCash Flow Show
Cash Flow ShowE014 - Can I Afford to Hire an Employee?Join hosts Nikole Mackenzie and Scotty 'OKR' Scarano in this episode of the Cash Flow Show as they help you know if you can afford to hire a new employee as a follow up from the previous episode where they helped you find out who to hire. Chapters: 00:00 Teaser 01:56 Introduction 02:40 Understanding the True Cost of Hiring 05:22 Hiring for a Service Not Yet Provided 08:58 Hiring for an Existing Service Provided 10:47 Gathering Your Finances for Hiring 11:50 Hiring Pipeline 14:42 Impact of...
2024-05-0436 minCash Flow Show
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 minAccounting Flow Podcast
Accounting 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 minCash Flow Show
Cash Flow ShowE012 - Marketing strategies & budgeting tips for service businessesIn this episode, Nikole and Scotty help you to understand your options for marketing and how that can effect your budget as a small business owner as well as things to consider when choosing a marketing strategy. Chapters: 01:35 Introduction 07:39 In Person Networking 08:51 Social Networks 10:53 Newsletters 13:39 Content Creation Tips 16:30 SEO, Reviews, and other Optimizations 23:25 Podcasts 28:01 Social Platforms 30:11 Conferences 32:03 Paid Options 34:15 How Much to Spend Shout Outs: Divvy Cards Connect With Us On Linkedin! Nikole...
2024-04-2040 minCash Flow Show
Cash Flow ShowE011 - Do you really need a Cash Flow Forecast?In this episode of the Cash Flow Show, Nikole Mackenzie and Scotty 'OKR' Scarano demystify cash flow forecasts and explain why you probably don’t need one. Instead they give advice for what you should be doing instead, empowering businesses to make informed financial decisions for sustained success. Chapters: 01:55 Introduction 05:33 Who Says You Need a Cashflow Forecast? 07:08 What You Need First 09:55 When You Don't Need A Cash Flow Forecast 13:00 AR Collection 13:50 Get Financially Fit First 16:20 When You Might Need a Cash Flow Forecast 23:15 13 Week Rolling Forecast 25:13 Long Term Forecasts 26:37 What Should You Us...
2024-04-1337 minCash Flow Show
Cash Flow ShowE010 - Avoid these mistakes when buying Accounting ServicesJoin hosts Nikole Mackenzie and Scotty 'OKR' Scarano in this insightful episode of the Cash Flow Show as they help businesses of all sizes understand what kind of accounting staff they need. Chapters: 01:46 Introduction 04:20 Businesses Under a Million in Revenue 08:35 Working with Bench 10:15 Over a Million in Revenue 11:57 When Other People Want to See Your Numbers 18:21 Should You Get A Niched Accountant? 24:34 When You Need a Loan 28:32 Summary and Final Thoughts Connect With...
2024-04-0635 minCash Flow Show
Cash Flow ShowE009 - Best Reporting Methods for Small Business OwnersIn this episode of the Cash Flow Show, hosts Nikole Mackenzie and Scotty 'OKR' Scarano take you on a journey to unlock the potential of financial reports for achieving business success. Shout Outs: Liveflow, Reach Reporting Chapters: 00:01:55 Introduction 00:02:51 Why Should You Look at Your Reports 00:06:07 Business Plan 00:11:37 Deciding a Target 00:14:28 Quarterly Reporting 00:18:23 Weekly Reporting 00:26:41 Monthly Reporting 00:39:01 Marketing Tangent 00:48:31 Conclusion Connect With Us On Linkedin!
2024-03-3053 minCash Flow Show
Cash Flow ShowE008 - The 5 KPIs every business should be trackingJoin hosts Nikole Mackenzie and Scotty 'OKR' Scarano in this enlightening episode of the Cash Flow Show, where they demystify Key Performance Indicators (KPIs) and unveil their pivotal role in achieving financial success. Chapters: 00:02:07 What are KPI's and Why are they Important 00:10:22 1st KPI: Trailing 12 Months 00:15:12 2nd KPI: Days Sales Outstanding 00:20:10 3rd KPI: Months Cash Reserves 00:24:00 4th KPI: Customer Concentration 00:27:40 5th KPI: Operational KPI's 00:45:07 Next Episode Sneak Peek Connect With Us On Linkedin! Nikole Mackenzie https://www...
2024-03-2348 minCash Flow Show
Cash 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 minCash Flow Show
Cash Flow ShowE006 - Building the Ultimate Accounting Tech StackDon't miss this insightful episode of the Cash Flow Show, where Nikole Mackenzie and Scotty 'OKR' Scarano demystify tech stacks, guiding you towards financial efficiency and success! From payroll apps to invoicing, sales tax and banking, they go over many of the best apps to use for a robust and integrated accounting department. Shout Outs: Xero, Quickbooks Online, ADP, Gusto, Rippling, Avalara, TaxJar, Anrock, Divvy, Ramp, Soho Expenses, Expensify, Dext, Hubdoc, Ignition, FreshBooks, Harvest, Stripe. GoCardless, PayPal, Bill.com, Relat, Mercury, Reach Reporting Connect With Us On...
2024-03-091h 01Cash Flow Show
Cash Flow ShowE005 - Payroll PitfallsNikole and Scotty break down how reporting payroll expenses properly is key for fixing your cash flow. They discuss other topics such as pay periods, contractors vs employees, and payroll systems so you can track down payroll problems. Chapters 00:04:36 Why Talk About Payroll? 00:07:01 Categorizing Payroll Correctly 00:11:02 Pay Period Alignment 00:17:22 Contractors vs Employee 00:28:56 Benefits Mistakes 00:41:15 Contact Accountants for Payroll Help Shout Outs: Gusto, QSEHRA Connect With Us On Linkedin! ...
2024-03-0246 minCash Flow Show
Cash Flow ShowE004 - Accounts Payable ProcessesJoin hosts Nikole Mackenzie and Scotty 'OKR' Scarano in this episode of the Cash Flow Show, where they unveil the blueprint for financial success through mastering payables and shed light on the significance of a structured payables system.
2024-02-2433 minCash Flow Show
Cash Flow ShowE003 - Paying Yourself (as an S-Corp Owner)Join hosts Nikole Mackenzie and Scotty 'OKR' Scarano in this episode of the Cash Flow Show as they unravel the intricacies of financial optimization through the lens of S-Corps and avoiding common cash flow pitfalls.
2024-02-1741 minCash Flow Show
Cash Flow ShowE002 - Getting PAIDIn this episode of the Cash Flow Show, hosts Nikole Mackenzie and Scotty 'OKR' Scarano tackle the intricate dance of managing finances and ensuring you get paid for your hard work. The episode kicks off with an engaging introduction, setting the stage for a deep dive into the challenges faced by businesses, even when they are profitable.
2024-02-1051 minCash Flow Show
Cash Flow ShowE001 - COGS (Cost of Goods Sold)In this episode of The Ca$hflow $how, hosts Nikole Mackenzie and Scotty 'OKR' Scarano unravel the power of COGS (Cost Of Goods Sold). Nikole and Scotty offer practical solutions and illustrate the impact through many examples and explain the COGS Ca$hflow $how Secret Rule, a transformative tool for optimizing financial strategies.
2024-02-0343 minCash Flow Show
Cash Flow ShowE000 - The Cash Flow Show PILOTIn the pilot episode of the Ca$hflow $how Nikole Mackenzie and Scotty 'OKR' Scarano simplify accounting for business owners, and tackle cash flow issues. From hiring considerations to defining outcomes with firms, the hosts provide invaluable insights into different accounting approaches. Don't miss this empowering journey to master the money game!
2024-02-0308 minThe Guide at Accounting High
The Guide at Accounting HighInfinite Game of Accounting Vol. 1Infinite Game of Accounting Vol. 1Season 1 Episode 7FACULTY: Twyla VerhelstCLASS: #TheGuideTITLE: Infinite Game of Accounting Vol. 1In this podcast episode, Scott and Twyla Verhelst of FreshBooks review the book "Infinite Game" by Simon Sinek. They learn to distinguish between finite and infinite games, contrasting short-term versus long-term mindsets. They discuss the role of technology in an infinite game context, exploring competition versus "coopertition," insights into FreshBooks' internal workings, and conclude with a rap parody titled "Infinite Sinek" and the final grades...
2024-01-2959 minThe Guide at Accounting High
The Guide at Accounting HighFind Your PurposeFind Your PurposeSeason 1 Episode 6FACULTY: Nikole MackenzieCLASS: #TheGuideTITLE: Find Your PurposeIn this podcast episode, Scott and Nikole "Coach Mack" Mackenzie engage in a discussion centered around finding one's purpose in the accounting industry. They explore various aspects related to discovering purpose, including the exploration of quadrants of potential, insights into life after finding one's purpose, considerations about passion and fulfillment, and Nikole's personal insights and reflections on her purpose.Finding PurposeQuadrants of...
2024-01-2257 minAccounting High Tech Time
Accounting High Tech TimeProducts (feat. Tallyfor)Products (feat. Tallyfor)Season 1 Episode 5FACULTY: Shane Mason, Megan Justice, Nikole Mackenzie CLASS: #TechTimeTITLE: Products (feat. Tallyfor)In this podcast episode, Scott and Coach Mack interview Megan Justice, owner of Crayon Advisory, and Shane Mason, founder of Brooklyn Fi where they dive into the way they apply Tallyfor at their practices, insights into their heroes or role models, transitioning to the cloud, limitations and the prospects of Tallyfor, and considerations about Freshbooks.IntroductionsShane IntroBefore TallyforHeroesSaving T...
2024-01-1646 minThe Guide at Accounting High
The Guide at Accounting HighDavid Barrett or GoliathDavid Barrett or GoliathSeason 1 Episode 4FACULTY: David Barrett and Nikole MackenzieCLASS: #TheGuideTITLE: David Barrett or GoliathScott and Nikole engage in an insightful discussion with David Barrett, the Founder and CEO of Expensify, covering various aspects such as the role of Expensify in transforming the accounting profession, dealing with critics, personal challenges, creativity, and the evolving landscape of social networks and technology.How can Expensify help change the accounting profession?How do you respond to the...
2024-01-0844 minAccounting High Tech Time
Accounting High Tech TimeTech PartnersTech PartnersSeason 1 Episode 3FACULTY: Kenji Kuramoto, Nikole MackenzieCLASS: #TechTimeTITLE: Tech PartnersIn this podcast episode, Scott interviews Kenji Kuramoto, CEO of Acuity, and Nikole "Choach Niks" Mackenzie, Founder and CEO of Momentum Accounting. They discuss their roles within their respective organizations, acquisitions shared visions and goals, and insights into the dynamics of partnerships.Introductions Kenji and His PartnersHow Kenji met Matthew Titles and RolesDealing with Conflict and Complementing PersonalitiesSize and GrowthProcess StreetAcquisitionsSharing the Goals and VisionPartnership is not for Ev...
2024-01-0242 minTurning Point: Founder Journeys from Grit to Glory
Turning Point: Founder Journeys from Grit to GloryNikole Mackenzie from Momentum AccountingIn this episode of Turning Point, entrepreneur Nicole McKenzie shares her journey to founding Momentum Accounting. After realizing that the traditional accounting model was not for her, she took the leap and found a whole new world of possibilities. Nicole believes in empowering entrepreneurs and helping them achieve their goals. Building long-lasting relationships with her clients is essential, and she measures her success by her clients' success. Nicole's journey is an inspiration to all entrepreneurs and shows that with hard work, determination, and the right resources, you can achieve your dreams.Don't miss an episode! S...
2023-05-1140 minAccounting High
Accounting 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 46Accounting High
Accounting 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 High
Accounting 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 High
Accounting 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 High
Accounting 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 High
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 10Accounting High
Accounting High095 Staffing, Offshoring, Poaching, ChatGPT, & Attracting Talent | #VarsityEpisode 95 | Recorded January 6, 2023  Sponsored by AppStream powered by The GrowthLab  The new Expensify Fragrance:  "Consequences" by Expensify  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 calling it something new to fit the curriculum at Accounting High. So lace up your sneaks and stretch out because VarsityTips is now in session.  Talking to Ex...
2023-01-251h 17Entering Stage Right Podcast
Entering Stage Right PodcastPodcast #95: Reparations - Coming Your Way!Friends,From Barbados to San Francisco, the demand for reparations is reaching a crescendo, intensified by the writings of Ibram X. Kendi, Ta-Nehisi Coates, and Nikole Hannah-Jones.H.R. 40 (first proposed in 1989 by democratic congressman, John Conyers, MI), has gained traction and is being endorsed by over 200 democrats in the House, the current charge being led by democratic congresswoman, Shelia Jackson Lee (TX).Most Americans think reparations are a bad idea, but it wouldn’t be the first bad idea that worked its way through the halls of Congress and was signed into la...
2023-01-2150 minAccounting High
Accounting 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 minGarlic Marketing Show
Garlic Marketing ShowHow to Raise Prices and Profitability in a Digital Agency or Consulting Business, Nikole MacKenzieWhen dealing with marketing projects, you need to start with a plan and then work backwards from there. If you don’t have any money coming in, it may be difficult for you to budget effectively. Don’t want to end up with endless problems with your marketing campaign?Then stay tuned on this very special episode of the Garlic Marketing Show.We’re joined by Nikole MacKenzie, CEO and Founder of Momentum Accounting, in revealing the ultimate secret of running successful marketing campaigns without breaking the bank.
2023-01-0432 minAccounting High
Accounting 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 High
Accounting 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 minAccounting High
Accounting High072 Age of the Superapp (feat. David Barrett, CEO)Episode 72 | Recorded October 6, 2022  Guest: David Barrett  Hosts: Nikole Mackenzie and Scott Scarano  Scott and Nikole get to chat with Expensify’s David Barrett. Unfiltered, uncaged, unmasked talk with the SuperApp founder. For real, no summary would be enough to describe just how dope David is. Are you ready to be shaken from your core beliefs? Go past your limit and be limitless just like how David and his team ushered their company to continuously evolve with the times. Familiar with Expensify? Think you know what they really are? Guess you’ll be dumbfounded to know...
2022-10-121h 30Accounting High
Accounting 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 High
Accounting 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 minRising Entrepreneurs Podcast
Rising 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 High
Accounting 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 minAccounting High
Accounting 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 High
Accounting 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 minAccounting High
Accounting HighA Refreshing Chat w/ Chad Davis @ Accounting Highhere's a BONUS chat with Chad Davis... and a preview of what to expect from Accounting High (School) Welcome to Accounting High! In this episode, we get to know more about the whats and whys of Podcasting from Scott and Chad. They share and scrutinize the ideas of how their episodes of AutomationTown and Sons of CPAs (Accounting High) come to life. Hear how authenticity reflects on the product and why talking to people that are smarter than you is the smart thing to do 1 We all have to graduate middle school sometime, and the...
2022-07-1740 minAccounting High
Accounting High#NiksTips on PTOPTO stands for Paid Time Off this is #NiksTips Bonus, Scott Scarano & Nikole Mackenzie take on choice topics (that start with the letter P) as it relates to running their professional accounting firms.  Today's topic is PTO, where we discuss PTO and policies at our accounting firm. I don't know if it's cheating that we're doing an acronym for today's topic, just using the letter P as the P-word, but I guess now we're opening up the door to P-acronyms... We both have Unlimited PTO at our accounting firms.  What's your PTO policy?...
2022-07-1128 minRising Entrepreneurs Podcast
Rising 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 minHands-Off CEO
Hands-Off CEOBoost Cash Flow and Safely Scale Financial Operations with Nikole Mackenzie and Ashley Carroll Mandi Ellefson’s guests are Nikole Mackenzie and Ashley Carroll, founder and COO of Momentum Accounting. Momentum Accounting helps creative agencies and other professional service companies scale from $1 million to $10 million in annual recurring revenue. They are a 100% US-based, remote team of business-savvy accountants and technology experts who provide actionable insights and vision into the future so your business can grow faster, and more confidently.You’ll hear Mandi, Nikole and Ashley talk about: Typically, businesses reach a point where their CEO is asking questions like: How much money can I take out of t...
2022-06-1645 minAccounting High
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 minAccounting High
Accounting 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 High
Accounting High#NiksTips on Proposals…Proposal Softwares to be more specific 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… today we’re going to discuss delivering Proposals for your accounting firm and the Proposal Platforms that we’re both on, Ignition and GoProposal here are the 5 Things that we look for in proposal software: Pricing Packages Processes Payments
2022-03-0929 minAccounting High
Accounting 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 High
Accounting 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 High
Accounting High#NiksTips on Podcasts Pt. 1Sons 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 this one's a 2 parter... on Podcasts 3 shout out to AICPA Engage, best conference of the year 2021 5 Marcus Mire, Make it Count Podcast 9 Ryan Lazanis, Future Firm Podcast 11 Xero’s What Led You Here w/ Steve Vamos Podcast 12 how has the podcast enabled you to move the industry forwar...
2022-02-1727 minAccounting High
Accounting High#NiksTips on ProcessesSons 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 we do not rise to the level of our goals.   we fall to the level of our systems and processes. #NiksTips on Processes
2022-02-1023 minAccounting High
Accounting High#NiksTips on PayrollSons of CPAs bonus episode where Niks and Scott share a small, but useful piece of practical advice as it relates to running their professional accounting firms.  Today we're talking about Payroll with, Ms. Nikole Mackenzie of Momentum Accounting.  let's talk about payroll...  
2022-02-0426 minAccounting High
Accounting High#NiksTips on Priorities#NiksTips on Priorities… 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 Maslow’s Hierarchy of an Accounting Firm ***shout out to Mike Michalowicz and his book Fix This Next*** Physiological Needs = Sales & Cashflow Safety & Security = Delivery Products/Services & People Love & Belonging = Systems & Processes Self-Esteem = Client Impact & Focus Self-Actualization = Brand & Legacy to get really existential the number one priority is us as ow...
2022-01-2720 minAccounting High
Accounting High#NiksTips on PlanningNiksTips on Planning… 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 planning, properly, piece, practical, professional, put, power, problem, per, part, projected, pipeline, projection, processes, particular, project, portfolio, payroll, probably, personality, pleasant, paperwork, planner, process, putting, psychiatrist, plastic, psychiatry, practice, poster, picking, perfect, poking, passion, proceeded, piece, procedure, people, practical, paper, progress, perfectly, picked, poor, phrase, partner, pretty, person, plus
2022-01-1919 minAccounting High
Accounting High#NiksTips on PeopleSons 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. Using words that start with the letter P. I don’t know why the letter P, but that’s what today’s episode is brought to you by…
2022-01-1628 minAccounting High
Accounting High#NiksTips on Profitability#NiksTips on Profitability S02E01 Bonus #NiksTips defined: Sons of CPAs bonus episode, 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  on topics that start with the letter P  today's session includes a discussion on the following... physical office v remote outsourcing pricing automation shout out to Pilot.com engineers data analysts shout out to Reach Reporting ...
2022-01-0624 minAccounting High
Accounting High030 Sons of CPAs... Powered by Relay (feat. Yoseph West)Episode #30 Yoseph West | CEO and Co-Founder of Relay Financial Toronto, CA ***shout out to our sponsor TaxBandits*** 4 Some cool things about Toronto besides it’s a hub for accounting tech 5 how did you get into the accounting space? 7 learning how critical the back office function of a business truly is 9 what’s the biggest thing you learned when growing your first startup to 70,000 users and selling to Wave? 10 lessons on bonds and friendships and leaving Wave on the path to working for HubDoc
2021-12-2059 minPop Culture Unplugged w/ Elias
Pop Culture Unplugged w/ EliasGeri-Nikole Love Talks ‘Fantasy Island‘ ‘Welcome to the Snow Globe‘ Airing Dec. 21 On FoxGeri-Nikole Love recently joined host Elias in the cave! You can catch Geri-Nikole Love in the "Fantasy Island" holiday special, "Welcome to the Snow Globe” airing December 21 on Fox. Geri-Nikole plays Dr. Maya Schmidt, who comes to the island to solve the mystery of her missing husband Daniel Jones (played by Mackenzie Astin). The series premiered earlier this fall and was recently renewed for a second season. You can watch this interview on YouTube https://youtu.be/MMdi8OKVBdU You can find Geri-Nikole on Instagram and Twitter Have a question? Email us  t...
2021-12-1511 minAccounting High
Accounting 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 High
Accounting High#2021ThanksgivingSpecial | The Sons of CPAs are Thankful for...The Sons of CPAs Thanksgiving Special 2021 Thank You…Jason Ackerman Thank You…Liz Mason Thank You…Michael Ly Thank You…Zachary Call Thank You…Will Lopez Thank You…Jason Staats Thank You…Joshua Lance Thank You…Jeff Phillips Thank You…Marcus Mire Thank You…Donna Bordeaux Thank You…Nikole Mackenzie Thank You…Kenji Kuramoto Thank You…Dave Emmerman Thank You…Stephanie Holt Thank You…Blake Oliver Thank You…Lorilyn Wilson Than...
2021-11-2516 minAccounting High
Accounting 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 minWhat\'s Your \
What's Your "And"?351: Nikole Mackenzie is an Accountant & Aussie Rules Footballer [podcast]Nikole Mackenzie, President of Momentum Accounting, talks about discovering her passion for Aussie Rules Football, how she applies her values in sports to her accounting firm, building a company based on flexibility, and more!
2021-01-2030 minFinding Fearless
Finding FearlessNikole Mackenzie Talks How to Build and Maintain Every Kind of Essential Relationship - S1:E34Welcome back to Finding Fearless! This week we have the joy of chatting with Nikole Mackenzie!As the founder of Momentum Accounting, Nikole Mackenzie knows the importance and power of connecting with others in a real and meaningful way. In this episode, Nikole and I cover:- How to build and maintain every kind of essential relationship when growing your team - How she’s benefited personally and professionally from creating relationships with people from all different parts of the world  -  Why intentionally surrounding herself...
2020-09-1254 minLegends of S.H.I.E.L.D.: A Marvel Studios TV & Film Fan Podcast
Legends of S.H.I.E.L.D.: A Marvel Studios TV & Film Fan Podcast"The Sign" S6E12 & "New Life" S6E13 Agents Of S.H.I.E.L.D. Season Six Finale Review (A Marvel Fancast) LoS295The Legends Of S.H.I.E.L.D. Director SP, Agent Haley, and Agent Michelle discuss the Agents Of S.H.I.E.L.D. season 6 penultimate and finale episodes “The Sign” and “New Life.” The Agents debrief you on if the Agents Of S.H.I.E.L.D. creative team stuck the season 6 landing, May’s emotional story arc, the well timed and well done CGI, some new Stargate-Marvel head cannon, what’s going on with the Science Babies, what happened to everyone “real time,” where did Coulson’s memories and personality come from and why Yo-Yo’s “Death” wa...
2019-08-0851 minLegends of S.H.I.E.L.D.: A Marvel Studios TV & Film Fan Podcast
Legends of S.H.I.E.L.D.: A Marvel Studios TV & Film Fan Podcast"From The Ashes" S6E11 Agents Of S.H.I.E.L.D. Review (A Marvel Fancast) LoS294The Legends Of S.H.I.E.L.D. Director SP, Agent Haley, and Agent Lauren discuss the Agents Of S.H.I.E.L.D. season six eleventh episode “From The Ashes” as well as some major weekly Marvel news and listener feedback. THIS TIME ON LEGENDS OF S.H.I.E.L.D.: Agents Of S.H.I.E.L.D. “From The Ashes” Marvel News Roundup Listener Feedback AGENTS OF S.H.I.E.L.D. “From The Ashes” [4:01] AGENTS OF S.H.I.E.L.D. “From The Ashes”...
2019-08-0139 minLegends of S.H.I.E.L.D.: A Marvel Studios TV & Film Fan Podcast
Legends of S.H.I.E.L.D.: A Marvel Studios TV & Film Fan Podcast"Leap" S6E10 Agents Of S.H.I.E.L.D. Review (A Marvel Fancast) LoS293The Legends Of S.H.I.E.L.D. Director SP, Agent Haley, and Agent Lauren discuss the Agents Of S.H.I.E.L.D. season six tenth episode “Leap” as well as some major weekly Marvel news. THIS TIME ON LEGENDS OF S.H.I.E.L.D.: Agents Of S.H.I.E.L.D. “Leap” Marvel News Roundup Listener Feedback AGENTS OF S.H.I.E.L.D. “Leap” [5:09] AGENTS OF S.H.I.E.L.D. “Leap” Agents Of S.H.I.E.L.D. “Leap” aired...
2019-07-2559 min