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Tyler Otto once fired a client in their first month, after a 6 p.m. Monday request to rebuild a cost segregation report by 8 a.m. the next day was followed by an all-caps email asking why nobody had responded yet. Tyler, who leads Specialized Accounting (a firm built around hotels, restaurants, and…
Ryan Lazanis noticed something counterintuitive: the firms building the most elaborate AI automations were often the busiest, not the freest. In this episode, the founder of Future Firm and former owner of Zen Accounting, one of North America's earlier online accounting firms, joins Sam and Candy t…
At a recent conference, Alicia Katz Pollock asked a room of one hundred accounting professionals to raise their hands if they had explored QuickBooks' newest features. Three hands went up. One was hers. In this conversation, Alicia, founder of Royalwise and a longtime QuickBooks trainer, unpacks wh…
The day before her husband was set to join the new company they had spent months building, Jennifer Scott opened the inbox to a reporter asking for comment on the arrest of the business owner behind it all. The FBI had raided the New York office. Overnight, a two-income family became a zero-income …
When Trevor Myres admits his firm got better the more he stepped out of its way, it lands as an honest reckoning rather than a humble brag. On this episode, the owner of Myres CPA joins Sam and Candy to work through the parts of building a firm nobody warns you about: conducting his first interview…
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