Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Accounting High에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Accounting High 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Accounting High와 비슷한 콘텐츠
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
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continue reading
Positive Leadership has the power to change the world. By focusing on trust, empathy and wellbeing, leaders can energize their teams to achieve success for individuals, their organization, and society overall. But it is still something that is relatively unknown outside academic circles. Join Jean-Philippe Courtois, a member of the Microsoft executive senior leadership team, as he brings Positive Leadership to life for anyone who acts in a leadership capacity, both personally and professiona ...
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continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
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continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
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Interesting stories from today’s franchisors and entrepreneurs.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Player FM 앱으로 오프라인으로 전환하세요!
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229 Carving out a Niche for Trust Taxes (feat. Ashley Francis, CPA)
Manage episode 444937427 series 3280285
Accounting High에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Accounting High 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Episode 229
FACULTY: Ashley Francis, CPA
CLASS: #Shoperations
In this episode, Scotty and Ashley Francis, CPA discuss her journey in becoming a CPA, building her niche practice focused on high-net-worth individuals, and exploring educational opportunities. Ashley shares her passion for accounting, spurred by early childhood experiences, and her growth from working in large accounting firms to running her own practice. She talks about her unique experience with trust and estate taxes, homeschooling her son, and the challenges and rewards of balancing a practice with educational endeavors.
Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!
📣 Shout Outs: Alicyn McLeod, Nicole Davis, Byron Patrick, Neil Stevenson, Ali Abdaal, Cal Newport, Deep Work, Misty Schachtell, Theatre of Public Speaking, Seattle Estate Planning Society, Matthew G Norton, Deloitte, Oura Ring, Twitter, AICPA Engage, Atlanta Tax, Jason Staats
Chapters:
00:00 Teaser
02:17 Introduction
05:01 The Role of Accountants in Society
13:47 Starting a Practice and Homeschooling
17:25 Building a Niche in Trust Taxes
21:05 The Power of Networking and Social Media
22:56 Balancing Practice and New Opportunities
28:10 Exploring White Labeling and Future Plans
🔗 Connect With Us On LinkedIn! 🔗
Ashley Francis, CPA
📎 https://www.linkedin.com/in/ashley-francis-seattle/
The Francis Group, PLLC
📎 https://francisgroupsea.com/
Scotty OKR Scarano
📎 https://www.linkedin.com/in/scottscarano/
Accounting High
📎 https://www.linkedin.com/company/accounting-high/
📎 https://www.accountinghigh.com/
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Taxation Podcast, CPA Interview, Trust Taxes, Financial Planning, Accounting Career, Estate Planning, Homeschooling, Wealth Management, High Net Worth, Accounting High Podcast, Professional Guidance, Financial Advisory, CPA Firm, Course Creation, Business Strategy, Tax Professionals, Seattle Tax, Family Office, Social Media Networking, Tax Automation
307 에피소드
공유
Manage episode 444937427 series 3280285
Accounting High에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Accounting High 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Episode 229
FACULTY: Ashley Francis, CPA
CLASS: #Shoperations
In this episode, Scotty and Ashley Francis, CPA discuss her journey in becoming a CPA, building her niche practice focused on high-net-worth individuals, and exploring educational opportunities. Ashley shares her passion for accounting, spurred by early childhood experiences, and her growth from working in large accounting firms to running her own practice. She talks about her unique experience with trust and estate taxes, homeschooling her son, and the challenges and rewards of balancing a practice with educational endeavors.
Ashley and Scott do NOT discuss: AI, Jason Staats, or Automation!
📣 Shout Outs: Alicyn McLeod, Nicole Davis, Byron Patrick, Neil Stevenson, Ali Abdaal, Cal Newport, Deep Work, Misty Schachtell, Theatre of Public Speaking, Seattle Estate Planning Society, Matthew G Norton, Deloitte, Oura Ring, Twitter, AICPA Engage, Atlanta Tax, Jason Staats
Chapters:
00:00 Teaser
02:17 Introduction
05:01 The Role of Accountants in Society
13:47 Starting a Practice and Homeschooling
17:25 Building a Niche in Trust Taxes
21:05 The Power of Networking and Social Media
22:56 Balancing Practice and New Opportunities
28:10 Exploring White Labeling and Future Plans
🔗 Connect With Us On LinkedIn! 🔗
Ashley Francis, CPA
📎 https://www.linkedin.com/in/ashley-francis-seattle/
The Francis Group, PLLC
📎 https://francisgroupsea.com/
Scotty OKR Scarano
📎 https://www.linkedin.com/in/scottscarano/
Accounting High
📎 https://www.linkedin.com/company/accounting-high/
📎 https://www.accountinghigh.com/
Tags: Shoperations, Accounting High, Accounting, Podcast, Shop Class, Firm Operations, Systems And Processes, Taxation Podcast, CPA Interview, Trust Taxes, Financial Planning, Accounting Career, Estate Planning, Homeschooling, Wealth Management, High Net Worth, Accounting High Podcast, Professional Guidance, Financial Advisory, CPA Firm, Course Creation, Business Strategy, Tax Professionals, Seattle Tax, Family Office, Social Media Networking, Tax Automation
307 에피소드
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Accounting High와 비슷한 콘텐츠
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
Positive Leadership has the power to change the world. By focusing on trust, empathy and wellbeing, leaders can energize their teams to achieve success for individuals, their organization, and society overall. But it is still something that is relatively unknown outside academic circles. Join Jean-Philippe Courtois, a member of the Microsoft executive senior leadership team, as he brings Positive Leadership to life for anyone who acts in a leadership capacity, both personally and professiona ...
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
The Unshakeables podcast from Chase for Business and iHeartMedia's Ruby Studio dives into the unbelievable “What are we gonna do now?” moments that changed everything for small business owners. From mom-and-pop coffee shops to auto-detailing garages, every small business owner knows that the journey is full of the unexpected. A single make-or-break experience can change the course of your business forever. Those who stand firm in their resolve have a special name. We call them The Unshakeabl ...
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
Interesting stories from today’s franchisors and entrepreneurs.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!
Player FM 앱으로 오프라인으로 전환하세요!
