Best Bakk Podcasts (2025)

1
Borealis Mix X Vers Libre: KADAPAT 31:27

6d ago31:27

31:27

A fantastic mix by KADAPAT – an experimental gamelan project consisting of Yogi and Barga, based on Bali in Indonesia, made for Borealis – a festival for experimental music in Bergen, Norway and community radio station Vers Libre. Indonesian duo KADAPAT is characterised by their hybrid identities between the balinese traditions and legends, the tec…

1
252 The Artist vs The Entrepreneur (feat. Ron Baker) 1:00:00

2M ago1:00:00

1:00:00

Episode 252 FACULTY: Ron Baker CLASS: #TheGuide 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 o…

1
251 Making Moments that Move the Needle on Purpose (feat. Paul Dunn) 54:23

2M ago54:23

54:23

Episode 251 FACULTY: Paul Dunn CLASS: #TheGuide Join Scott as he sits down with Paul Dunn, an author and a veteran in the accounting profession with over 30 years of experience. From the eye of a cyclone in Brisbane, Paul shares profound insights on finding purpose and creating a lasting impact. They delve into the importance of driving businesses …

1
250 Escape From No Man's Land (feat. Ryan Bakke, CPA) 52:28

2M ago52:28

52:28

Episode 250 FACULTY: Ryan Bakke, CPA CLASS: #Shoperations 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 Facebo…

1
Introduction to Nara by Tze Yeung Ho 16:47

2M ago16:47

16:47

Composer Tze Yeung Ho gives an insight in to the story, motivation and process of the making of his new opera Nara – imperial decline, belonging, and composing in a «third space» all feature in this behind the scenes conversation with artistic director Peter Meanwell. Nara premieres 12th March 2025, at Borealis – a festival for experimental music i…

1
249 Throw Your Phone in the Ocean and Follow the Money (feat. Shane Mason, CPA/CFP) 50:22

3M ago50:22

50:22

Episode 249 FACULTY: Shane Mason, CPA/CFP CLASS: #Shoperations Join 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 n…

1
248 Simple Retirement Plan Advising (feat. Jason Ackerman, CPA) 39:18

3M ago39:18

39:18

Episode 248 FACULTY: Jason Ackerman, CPA aka J-Rabbit aka the Accounting High Lunch Lady CLASS: #Shoperations In this episode, Jason Ackerman, CPA, 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 offerin…

1
247 From Products to Transformations in the New Economic Era (feat. Principal Ron Baker) 1:08:44

3M ago1:08:44

1:08:44

Episode 247 FACULTY: Principal Ron Baker CLASS: #TheGuide In 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 o…

1
246 You Don’t Learn New Things Without Making Mistakes (feat. Ed Mendlowitz, CPA) 57:44

3M ago57:44

57:44

Episode 246 FACULTY: Ed Mendlowitz, CPA In this episode, Scotty interviews Edward Mendlowitz, a storied CPA and author, sharing his extensive experiences and insights on the accounting profession. Mendlowitz discusses the evolution of accounting practices, the importance of passion in one's career, and the necessity for CPAs to adapt to new technol…

1
245 Pathways to Private Equity Pots of Gold (feat. Alex Drost, CPA) 49:06

4M ago49:06

49:06

Episode 245 FACULTY: Alex Drost, CPA CLASS: #AccountingHigh Join us in this insightful episode of Accounting High as we sit down with Alex Drost, a consultant with a background in investment banking and business consulting, and a licensed CPA. Alex shares his unconventional path into the accounting world, discusses the current trends in the account…

1
244 Smells Like Enrolled Agents (feat. Matthew Cordes, EA, Adam Markowitz, EA, & Scott Scarano, EA) 49:52

4M ago49:52

49:52

Episode 244 FACULTY: Matthew Cordes, EA and Adam Markowitz, EA CLASS: #AccountingHigh In this episode of Accounting High, Scott Scarano, EA invites the EA team for a discussion about the importance and impact of Enrolled Agents (EAs) in the tax and accounting world. Joined by EAs Adam Markowitz and Matthew Cordes, the conversation dives into their …

1
243 Brothers Running a $1.3M Firm, Fighting Perfection, and Finding The Balance (feat. Nick Boscia, CPA, EA) 52:53

4M ago52:53

52:53

Episode 243 FACULTY: Nick Boscia, CPA, EA aka The Balanced CPA CLASS: #Shoperations In this episode, join Scotty as he talks with Nick Boscia, aka the Balanced CPA from New Jersey. Nick shares insights from his journey in accounting, taking over his father's firm, and running a family business with his brother. They explore the importance of balanc…

1
242 Dismantling Pyramid Schemes with Selfish Motivations (feat. Chase Birky, CPA, Tim Petrey, CPA, Kenji Kuramoto) 46:30

4M ago46:30

46:30

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 th…

1
241 Scaling Advisory Services and the Evolution of CAS (feat. Nikole Mackenzie) 49:31

4M ago49:31

49:31

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 …

1
Mastering Workflows for Tax Professionals with Jamie Groul 32:52

5M ago32:52

32:52

In this episode, we dive into the power of streamlined processes and smart automation with Jamie Gruel, co-founder of Workflows for Tax Pros, an innovative platform born out of the need for reliable, efficient systems tailored to the unique demands of tax professionals. We get into why having solid workflows isn’t just a luxury but a necessity for …

1
240 Separating Fact from Fiction in Accounting from a Loyal CPA (feat. Calvin Harris Jr, CPA) 46:04

5M ago46:04

46:04

Episode 240 FACULTY: Calvin Harris Jr, CPA In this episode, Scotty interviews Calvin Harris Jr., the CEO of the New York Society of CPAs. Calvin shares his extensive career journey, his background, his love for music and tattoos, and his thoughts on the future of accounting amidst technological changes such as AI. Calvin passionately advocates for …

1
Forensic Accounting and Beyond with Robert Nordlander 35:43

5M ago35:43

35:43

Dive into the world of forensic accounting with Robert Nordlander, CPA, who shares insights from his journey of starting his own forensic accounting firm. We explore the powerful role that authoring books plays in marketing, building credibility, and establishing authority within the accounting field. Robert opens up about how writing has impacted …

1
239 Growing From Accountant to Entrepreneur [Part 2] (feat. Scott Scarano, EA) 43:23

5M ago43:23

43:23

Episode 239 FACULTY: Scott Scarano, EA and Matt Kid, CPA CLASS: #Shoperations In this episode, our substitute teacher, Matt Kidd, continues his interview with Scott Scarano, EA where Scott shares the story of how he grew his accounting firm to $1.3 million with $400,000 in annual cash flow, and became completely removed from daily operations. Scott…

1
From Firm Life to Thriving Solopreneur with Josie Parr 28:39

5M ago28:39

28:39

Welcome Josie Parr, a powerhouse in tax strategy and the founder of her own firm. Josie shares her journey from building her practice from scratch to establishing herself as a go-to expert in tax strategy. As we dive into her story, she reveals the unique challenges and triumphs she encountered while balancing her personal life and ambitious profes…

1
238 Getting Stuck at $1.2M and Getting Out of the Way [Part 1] (feat. Scott Scarano, EA) 36:59

5M ago36:59

36:59

Episode 238 FACULTY: Scott Scarano, EA and Matt Kid, CPA CLASS: #Shoperations In this episode, one of Accounting High’s substitute teachers, Matt Kidd, CPA interviews Scott Scarano, EA, about his journey through accounting. Scott shared how his grandfather's CPA firm and the family software business shaped his early career, as well as the tough tim…

1
Navigating Entrepreneurial Waters and Creating an Accounting Community with Logan Graf 28:59

5M ago28:59

28:59

In this insightful episode, we’re joined by Logan Graf, an inspiring leader in the accounting world who’s charted a unique path to firm ownership. We dive into Logan’s journey, exploring the lessons he learned as he rose through the ranks to owning his own firm. Together, we tackle one of the most critical aspects of running a successful business—p…

1
237 Growing $3.5M in 10 Years on the Islands of Hawaii (feat. Dustin Verity, CPA) 41:04

5M ago41:04

41:04

Episode 237 FACULTY: Dustin Verity, CPA CLASS: #Shoperations In this episode, we sit down with Dustin Verity from Verity CPA, who joins us live from Hawaii. Dustin shares his experiences from founding Verity CPA in 2012, starting with small beginnings working out of a kitchen table to managing a multi-million dollar firm with 25 employees and three…

1
Revolutionizing Accounting: Pay Transparency with Dominic Piscopo 32:31

6M ago32:31

32:31

Dominic Piscopo is a CPA and entrepreneur who is here to share his journey from working in the Big Four to building his own business. Dominic gives us a behind-the-scenes look at his experiences in one of the largest accounting firms and how it influenced his transition to entrepreneurship. He also discusses the importance of transparency within th…

1
236 Firm Partnerships, No Egos, and Systems for Good Measure (feat. Joe Carufe & Ben Curtis, CPA) 51:46

6M ago51:46

51:46

Episode 236 FACULTY: Joe Carufe and Ben Curtis, CPA CLASS: #Shoperations In this episode, Scotty hosts Joe Carufe and Ben Curtis of Good Measure. They discuss their unique approach to building a new type of firm, embracing partnership without ego, and intentionally planning for sustainable growth. The conversation dives into the evolution from thei…

1
How to Become a Trusted Advisor with Ryan Bakke 33:23

6M ago33:23

33:23

Ryan Bakke shares his remarkable journey from college to securing a position at a prestigious Big Four firm, to owning his firm, Tax Strategy 365. Ryan’s expertise doesn’t stop at numbers; he’s a master at building community and implementing innovative marketing strategies. We explore how he effectively engages his audience and cultivates a loyal c…

1
235 $70M Managing Partner is Authentic AF and Queen B of the AICPA (feat. Carla McCall, CPA) 54:46

6M ago54:46

54:46

Episode 235 FACULTY: Carla McCall, CPA aka Queen B CLASS: #Shoperations In this episode, Scotty interviews Carla McCall, CPA, managing partner of AAFCPAs and chair of the AICPA. Carla shares her innovative approach to the accounting profession, emphasizing a people-first culture that flips the traditional script of client and firm importance. She d…

1
The ROI Method of Tax Planning and Value Pricing with Jackie Meyer 30:11

6M ago30:11

30:11

In this episode, we sit down with the incredible Jackie Meyer, a powerhouse in the accounting world with a journey that’s nothing short of inspiring. Jackie takes us through her path to becoming a CPA and shares the ups and downs of her career and how she took the bold step of starting her own firm. We dive deep into the strategies that helped grow…

1
234 Tax Firm Adding Value with Financial Planning and CAS (feat. Matt Kidd, CPA) 52:06

6M ago52:06

52:06

Episode 234 FACULTY: Matt Kidd, CPA CLASS: #Shoperations In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practi…

1
233 Get In Where You Fit In to Shoot Your Shot at CPAcon (feat. Kendale King, CPA) 31:16

6M ago31:16

31:16

Episode 233 FACULTY: Kendale King, CPA CLASS: #AccountingHigh Join us as Scotty interviews Kendale King, CPA from Los Angeles, who shares his inspiring journey from childhood entrepreneurship with his brother to a successful career in Hollywood accounting. Kendale discusses his transition from auditing roles at Deloitte to working in entertainment …

1
Bridging Traditions and Innovations in Accounting with Martin Moll 24:40

6M ago24:40

24:40

Today we have the pleasure to speak with Martin Moll, a remarkable professional who made the bold transition from law to accounting. Martin takes us through his journey, detailing how his passion for numbers and business led him to co-found Breakaway Bookkeeping. We explore Breakaway's innovative franchise model, which is disrupting the traditional…

1
232 Xero in on Education in the Accounting Profession (feat. Becca Smith, MAAT) 47:31

6M ago47:31

47:31

Episode 232 FACULTY: Becca Smith, MAAT In this episode, Scotty interviews Becca Smith, MAAT an Education Leader at Xero. Learn about the global nuances of accounting practices, Xero’s educational initiatives, and community events like Xerocon and Xero roadshows. Hear updates about Xero’s innovative payment solutions, their AI companion JAX, and the…

1
How to Harness The Power of Personal Branding for Accountants with Chayton Farlee 23:24

7M ago23:24

23:24

We have the pleasure of talking with Chayton Farlee, an inspiring figure in the world of accounting. He takes us on a journey from his high school days to becoming a force to be reckoned with in the industry. He shares his story of discovering accounting as a career path, highlighting the pivotal moments that led him to where he is today. We dive d…

1
231 $2M Fully Remote Partnership High on Technology (feat. Kyle Geers, CPA) 37:39

7M ago37:39

37:39

Episode 231 FACULTY: Kyle Geers, CPA CLASS: #Shoperations In this episode, join Scotty and Kyle Geers as they talk about his unique path from college water skiing enthusiast to managing a fully remote firm with $2 million in revenue. Hear how the founders of Zeroed In leveraged their skills to create profitable accounting practices, navigated commu…

1
When Does the S Corp Election Make Sense for a Business? 23:30

7M ago23:30

23:30

Tax planning for S Corporations can bring high value and today we're uncovering the complexities that come with it. Together we tackle a fascinating client scenario featuring a New York attorney facing a tax dilemma with their S Corporation. As we explore the intricacies of navigating New York State’s tax system, we break down how different rules a…

1
230 AI Guide to Be Your Best Accounting Self (feat. Ashley Francis, CPA) 30:37

7M ago30:37

30:37

Episode 230 FACULTY: Ashley Francis, CPA CLASS: #TheGuide In this episode, Scotty and Ashley Francis, CPA explore personal development strategies, including habit formation, overcoming people-pleasing, managing self-doubt and anxiety, especially in high-pressure situations like public speaking and even how ChatGPT could be your goto therapist. 📣 Sh…

1
Implementing Advisory Services in Small Firms with Dave Hartley 31:59

7M ago31:59

31:59

Dave Hartley, CPA joins us to take us through his impressive career journey and highlight the pivotal moments that shaped his path in the industry. As a seasoned professional at Anders, he sheds light on the importance of advisory services and how they've become a game-changer for firms looking to offer more than just traditional accounting. We exp…

1
229 Carving out a Niche for Trust Taxes (feat. Ashley Francis, CPA) 32:22

7M ago32:22

32:22

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 gro…

1
The Critical Role of Professional Guidance in Estate Planning with Arthur J. Conte, Esq. 33:59

7M ago33:59

33:59

In this episode, we sit down with Arthur Conte, an accomplished attorney and managing partner at Hill Conte Law. Arthur takes us through his incredible journey from an aspiring lawyer to the owner of a thriving law firm. We dive into the significance of human connection in business, as Arthur shares how building genuine relationships has been a cor…

1
228 $10M Model Cloud Accounting Firm, Beyond the Summit (feat. Adam Hale, CPA) 55:12

7M ago55:12

55:12

Episode 228 FACULTY: Adam Hale, CPA CLASS: #Shoperations TITLE: $10M Model Cloud Accounting Firm, Beyond the Summit In this episode of Accounting High, join the host and guest Adam Hale from Summit CPAs as they dive into the transformation from traditional accounting to advisory services. Adam discusses the journey of creating a successful model cl…

1
Mastering State and Local Tax Compliance with Nicole McClintock 31:00

7M ago31:00

31:00

In this episode we are thrilled to welcome Nicole McClintock, the dynamic CEO of Taximize. Nicole shares her journey in the tax industry, revealing the hurdles and triumphs she encountered while establishing her innovative firm. We dive deep into the world of tax consulting, exploring how Nicole has built relationships with her clients and navigate…

1
227 $3.5M Firm with a Budget for Being Uncomfortable (feat. Mike Meilinger, CPA) 47:49

8M ago47:49

47:49

Episode 227 FACULTY: Mike Meilinger, CPA CLASS: #Shoperations In this episode, join us as we dive into an inspiring conversation with Mike Meilinger, a seasoned CPA and business coach who has transformed not only his accounting firm but also his health. Mike shares his incredible physical transformation and adopting extreme fitness regimes like 75 …

1
Do You Need a Coach on Your Entrepreneurial Journey? 19:34

8M ago19:34

19:34

Get ready to dive into the fascinating parallels between coaching in business and sports. We emphasize the crucial role a business coach plays in guiding companies toward achieving their goals. We also tackle the ever-present challenge of staffing. Our discussion extends to the distinct nuances of different industries, illustrating how understandin…

1
226 An Accountant Crowdsourced Compensation Database (feat. Dominic Piscopo, CPA) 46:49

8M ago46:49

46:49

Episode 226 FACULTY: Dominic Piscopo, CPA In this episode, Scotty chats with Domini Piscopo, the founder of Big4Transparency.com. Domini shares his journey from being a tax analyst at Deloitte to becoming an entrepreneur. He talks about the importance of transparency in the accounting profession, how his platform helps accountants understand salary…

1
From Side Hustles to CPA Empire with Greg O'Brien 31:17

8M ago31:17

31:17

We're thrilled to welcome Greg O'Brien, the CEO of Anomaly CPA. Greg takes us on a journey through his impressive career, starting with his early days in public accounting. He shares how these experiences laid the foundation for his transition into private real estate and set the stage for his entrepreneurial journey. We dive into the story behind …

1
225 Marketing in the Age of AI (feat. Terrell Turner, CPA) 44:03

8M ago44:03

44:03

Episode 225 FACULTY: Terrell Turner, CPA CLASS: #SocialStudies In this Social Studies episode of Accounting High, Scotty and Terrell Turner discuss the evolution of marketing in the age of AI and how firms can adapt to the changes brought by large language models like ChatGPT. Learn strategies to ensure your brand shows up in AI-driven searches. Te…

1
Empowering Futures: How to Launch Your Own Firm with Ronald Withaegar 28:14

8M ago28:14

28:14

Today, we dive into the incredible journey of Ronald Withaeger. Join us as we chat about his fascinating experience as he went from working for a firm to managing and growing a full-fledged tax practice. We'll explore the challenges and strategies he employed in client retention and how purchasing a small practice became a game changer for him. Ron…

1
224 Guide to Ground your Growth with Gratitude (feat. Tim Petrey, CPA) 36:00

8M ago36:00

36:00

Episode 224 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #TheGuide In this episode of the podcast, Scot…

1
The WealthAbility Revolution with Tom Wheelwright 24:19

8M ago24:19

24:19

Tom Wheelwright joins us today! Tom is a visionary in the world of tax strategy and wealth creation. His journey from early career to founding his own firm will show you what's possible and inspire you to take action. He shares information about the evolution of tax strategy and the inception of WealthAbility, his groundbreaking network that helps …

1
223 $7.5M Small Town Big Fish Swimming with PE Sharks (feat. Tim Petrey, CPA) 43:47

9M ago43:47

43:47

Episode 223 Botkeeper Presents AI UNCHAINED On October 8-10 2024, in Santa Rosa California LINK BELOW SAVES YOU $290, GET YOUR TICKET FOR $509 (REG PRICE $799) https://app.hubspot.com/payments/purchase/hscs_r07FYxQ5lcH36SD4YjS9gOMpmt9QnN8uODZWT2AydCTH75jxtFfhmYO2SNRbtzxc FACULTY: Tim Petrey, CPA CLASS: #Shoperations In this episode of Accounting Hi…

1
Highlights from Taxposium and Bridging the Gap Conferences 19:31

9M ago19:31

19:31

Dive into a comprehensive recap of our recent experiences at the Bridging the Gap and the Taxposium conferences. We share our networking adventures, from insightful conversations with industry leaders to the innovative software recommendations that are reshaping our practice. As the accounting landscape continues to evolve, we discuss the rising tr…

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