Accounting High

?? Escaping No Man’s Land in Business Growth ?? Scaling a business isn’t just about increasing revenue—it’s about making sure your bottom line grows too. ?? Ryan breaks down the challenge of the $3M–$10M "No Man’s Land", where revenue climbs but profit margins stall. At this stage: ? You might take home $????????–$???? ?????? ???????? ? Until you hit $????–$?????? ???? ??????????????, where efficiency kicks back in ? The goal? ????% ???????????? ?????????????? and a $2M take-home at $10M It’s a strategic balancing act—how do you grow without sacrificing profitability? Ryan’s insights are a must-hear for any business owner scaling past seven figures. ?? Check out the full interview with Ryan Bakke, CPA at Accounting High wherever you find your podcasts! ?? ?? Check the comments below for links ?? #Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #BusinessGrowth #ScalingUp #ProfitMargins #Revenue #Entrepreneurship #SmallBusiness #Finance #Leadership

?? What is Gemifi? ?? Shane Mason, CPA, CFP and his team at Brooklyn Fi built Gemifi to make tax and cashflow projections fast and simple—especially for clients with equity compensation like RSUs and stock options. ??? ?? ?????????? ??????????????????:?Maps out the best diversification strategies ?? ??????????-?????????? ?????? ??????????????????????: Handles complex tax scenarios across different states ?? ???????????????? ???????????? ????????????????: Predicts future cashflow based on growth scenarios But they’re just getting started. Gemifi is gearing up to expand its use cases for accountants, making tax planning and financial modeling even more efficient. With a fundraising round coming soon, big things are on the horizon! ?? Check out the full interview with Shane Mason, CPA, CFP at Accounting High wherever you find your podcasts! ?? ?? Check the comments below for links ?? #Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #Gemifi #TaxProjections #Cashflow #EquityCompensation #RSU #StockOptions #FinancialModeling #AccountingHigh #FinTech

?????? ?????????????? ?????????????? ?????? ??????! In this episode, Ryan Bakke, CPA discusses his incredible journey of building a $3 million accounting firm by the age of 26. Ryan shares insights on the importance of a good hook in marketing, strategies for running a successful firm, and leveraging social proof through platforms like Facebook. He also delves into his motivations for leaving Deloitte, the value of mentorship, and his future goals for rapid growth and acquisition within the accounting profession. Ryan's story is a testament to how far standing on the shoulders of giants can get you. ?? Shout Outs: Dominic Piscopo, CPA, Big4transparency.com, Brandon Hall, CPA, Deloitte, Tax Strategy 365, Bilal Mehanna, CPA, MST, Becker Accounting, Billy Faith, Logan Graf, CPA, Jason Staats ?? Check out the full interview at Accounting High wherever you find your podcasts! ?? ?? Check the comments below for links ?? #Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #Taxes #Sales #Marketing

?? Time in the Market > Timing the Market Students! Time to talk about stocks. Shane Mason, CPA, CFP gives some advice about stocks while talking shop: Trying to time the market perfectly? Even if you got it right every time, dollar cost averaging (DCA) would still win in the long run. ?? DCA works—Consistently investing over time builds compound growth ?? Reinvested dividends snowball your wealth ?? Predicting dips perfectly? Almost impossible Long-term consistency beats short-term guesses. ?? Check out the full interview with Shane Mason, CPA, CFP at Accounting High wherever you find your podcasts! ?? ?? Check the comments below for links ?? #Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #Investing #DollarCostAveraging #WealthBuilding #LongTermGrowth

???? Wealth Rabbit: The Gusto of Retirement Plans Setting up Simple IRAs and SEPs has always been a hassle—until now. WealthRabbit is making retirement plan setup as easy as Gusto made payroll. ? ?????????? ??????????????—set up plans online, no paperwork headaches ? ????????????????????-????????????????—manage everything yourself, no back-and-forth ? ???????????? & ??????????????????—a platform employees actually want to use ???? ???????? ?????? ?????????????? ?????????????????? ???? ?????????????????? ????????????. Accountants can now provide a seamless retirement plan solution for clients—finally. Is this the game-changer the industry needed? Let’s discuss. ?? ?? Check out the full interview with Jason Ackerman, CPA, CFP?, CGMA at Accounting High wherever you find your podcasts! ?? ?? Check the comments below for links ?? #Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #WealthRabbit #RetirementPlanning #SimpleIRA #SEP #AccountingTech

?????? ?????????????? ?????????????? ?????? ??????! Join us in this Shoperations episode as we learn from Shane Mason, CPA, CFP of Brooklyn Fi and his venture into AI and 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 Outs: Brooklyn Fi, Palantir Technologies, CDF, Spotify, John Owens, CFP?, EA, ECA, CPWA?, Caitlin Fastiggi, CFP?, CPWA?, ECA, Daniel Beyer, CPA CEPA, Ally Jane Ayers, CFP?, Live Oak Bank, Acuity Accounting, Intuit, PwC, Apple, Gemifi, Tallyfor, Ignition, Ryan Embree, Guy Pearson, Craft Impact: A Growth & Communications Agency, CoreWeave, Peter Theil, Alex Karp, Deep Work Club ?? Check out the full interview at Accounting High wherever you find your podcasts! ?? ?? Check the comments below for links ?? #Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #ClientAdvisoryServices #CAS #FinancialPlanning #TaxPlanning #TechForward #FirmOwner

Should Accountants Get Revenue Share for Retirement Plan Advising? ?? Since accountants can’t share in assets under management, what if there was a revenue-sharing option like those offered with Gusto or ADP? WealthRabbit is doing it. Thoughts? ???? ?? Check out the full interview with Jason Ackerman, CPA, CFP?, CGMA at Accounting High wherever you find your podcasts! ?? ?? Check the comments below for links ?? #Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #WealthManagement #RetirementPlanning #RevenueSharing

In today's world, automation and technology are taking over tasks left and right. But here's the thing — while tech can crunch numbers, it can't replace the personal care and guidance that clients need. ?? ?????? ??????????????: As we dive deeper into automation, the value of human connection grows even more. Think about it: every professional can only manage so many high quality client relationships—humans can only hold around 70-some meaningful relationships at once. As your client list grows, it gets harder to keep that personal touch. ? ????, ???????? ???????? ???????? ????????? Balance is key. ????????-???????? ?????????????????? + ????????-?????????? ?????????????????????????? = ?????? ???????????? ???? ???????????? ??????????????. Technology can handle the heavy lifting, but it's you—the human element—that makes all the difference. ?? Check out the full interview with Ron Baker at Accounting High wherever you find your podcasts! ?? ?? Check the comments below for links ?? #AccountingHigh #Accounting #Podcast #Coaching #AccountingTips #HowToRunAnAccountingPractice #AccountingIndustry #AccountingPractice #HighTechHighTouch #ClientCare #Accounting #Automation #HumanConnection #BusinessSuccess

The traditional service model isn’t enough anymore. Every person has aspirations: to be healthier, wealthier, wiser, and live with purpose. As accountants, we have the opportunity to go beyond just crunching numbers. The true value lies in ?????????????? ?????????????? ???? ?????????? ?????????????? ???????????? ??????????—helping them navigate financial goals, streamline operations, and ultimately, achieve long-term success. ?? ?????? ??????: Offer more than just tax preparation or bookkeeping—?????????? ?? ????????????????????????????. Help your clients shift from their current financial position to a place of financial freedom, growth, and peace of mind. ?? Are you ready to embrace the transformation economy and help your clients unlock their full potential? ?? Check out the full interview with Ron Baker at Accounting High wherever you find your podcasts! ?? ?? Check the comments below for links ?? #AccountingHigh #Accounting #Podcast #Coaching #AccountingTips #HowToRunAnAccountingPractice #AccountingIndustry #AccountingPractice #TransformationEconomy #AccountingInnovation #ClientExperience #BusinessGrowth #FinancialFreedom #Aspiration #GuidingChange

?????? ?????????????? ?????????????? ?????? ??????! In this episode, Jason Ackerman, CPA, CFP?, CGMA, co-founder of WealthRabbit, discusses the importance of accountants providing advisory services and setting up retirement plans for clients. Ackerman explains the challenges and opportunities in offering simple IRAs, SEPs, and other retirement plans, and emphasizes the need for accountants to evolve from mere compliance work to value-driven services. The conversation delves into the development of WealthRabbit, the integration with payroll systems, and the importance of customer service in both accounting and software businesses. ?? Shout Outs: Bernie Ackerman, BNA CPAs & Advisors, Gusto, Ron Baker, Fidelity Investments, Guideline, Human Interest, ADP, Finch, Intuit, Paychex, OnPay ?? Check out the full interview at Accounting High wherever you find your podcasts! ?? ?? Check the comments below for links ?? #Shoperations #AccountingHigh #Accounting #Podcast #ShopClass #FirmOperations #SystemsAndProcesses #Investing #WealthManagement #IRA #SEP #RetirementPlanning