50th episode special: Flipping the tables on Stuart McLeod (with Jess Marcello & George Connor)

Jess, George, and Stuart Headshot

Jess, George, and Stuart

Full-bodied wine and accounting

Zane Stevens

Friendly fire between Karbon and IRIS

JimDunham

Jim Dunham

When entrepreneurship is in your blood

MichaelLy

Michael Ly

E-commerce accounting: the evolving niche

JoeCox

Joe Cox

It’s high time for cannabis accounting: How Andrew Hunzicker is transforming services for this niche market

AndrewHunzicker

Andrew Hunzicker

An accountant’s mission to change livelihoods

GraemeTennick

Graeme Tennick

Water cooler talks, high-profile clients, and strategic expansion with Gary Bell

Gary Bell

In the business of helping businesses: How Martin Bown found his purpose as an accountant

MartinBown

Martin Bown

How Twyla Verhelst is influencing the next generation of accountants

TwylaVerhelst2

Twyla Verhelst

Small town accounting and big city finances

KyleBryant

Kyle Bryant

Acquiring a business the right way

Chris Williams

Enacting change: One tech tool and one inmate at a time

AndrewJordon

Andrew Jordon

Why I invested in Karbon

DaveYuan

David Yuan

From serving tables to building a leading accounting integrations system

MartinChee

Martin Chee

Can AI battle the Great Resignation in accounting? 

SimonLanglois

Simon Langlois

Post-pandemic work-life, Pomodoro, and the future of technology

Jeremy Hyman

The secrets to growing your business without sacrificing your life

EdChan

Ed Chan

Deep-diving into the challenges of leadership

MatthewMay

Matthew May

Go remote or go home: Why remote work is the key to success for any modern accounting firm

JeffPhillips

Jeff Phillips

The pros and cons of company growth

KenjiKuramoto

Kenji Kuramoto

The importance of diversity and inclusion

CrystalCooke,jpg

Crystal Cooke

Crypto accounting, blockchain, and the metaverse

JoeDavid

Joe David

Empowering women through accounting

KatieBryan

Katie Bryan

What cartels and accountants have in common

Scott Scarano - headshot

Scott Scarano

Building a tech accounting firm the right way 

EnricoPalmerino2

Enrico Palmerino

Bringing value by doing what you love

KellieParks

Kellie Parks

Running an accounting firm from an RV

Chad Davis

What it takes to grow your company, expanding verticals, and application of data analytics

Alastair Barlow

Living around the world, working with contractors, and construction accounting

Leeroy Beeby

Entrepreneurship, content and professional journeys

Joyce Ong

Cannabis accounting, government roadblocks and client stories

Katye Maxson Landis

The importance of connection, shared values, and winning decisions

Tim Munro

Timothy Munro

Building a scalable, systematic firm that doesn’t drive you into the ground

Ryan Lazanis

Knowing your purpose, educating, and building communities

Jason Blumer

Jason Blumer, CPA

Balancing work with family, avoiding burnout, and running a female-only firm

KyleneOConnorCarse

Kylene O’Connor Carse

Accounting in rural New Zealand, the talent shortage, and what young accountants need to know

Marilyn Davies

The inside story of GoProposal’s acquisition by Sage

James Ashford headshot

James Ashford

Navigating the crypto and tax world, and the trends you need to know, with Zac McClure and Arthur Teller

Arthur Teller

Arthur Teller & Zac McClure

What success really means, the state of UK accounting, and the strength of community

Heather Townsend

Improving life for your customers, powering prosperity, and not doing it on your own

Jorge Olavarrieta

Being responsively responsive, adopting technology, and providing expert evidence in court

OhranGobrin

Ohran Gobrin

Working with your dad, creating the ultimate client experience and technologies that the industry needs

BernieandJasonAckerman

Bernie & Jason Ackerman

The effect of having a designated motivator, defining the why, and creating an all-star tech stack

Dawn Brolin headshot

Dawn Brolin

Networking, the benefits of running a small firm and saying ‘no’

Gary Wood Headshot

Gary Wood

Helping clients tell their story, building long-lasting partnerships and automating the accounting industry

Steph Hinds headshot

Steph Hinds

Hiring effective workers, scaling your company and utilizing marketing for firm growth

DavidDiNardo

David DiNardo

Calculated risks and lifetime learning are the keys to success

Bruce Phillips Headshot

Bruce Phillips

Making a difference through closing deals, selling services and client relationships

What got us here might not get us there

Jeremy Allen

<div>This episode marks the Accounting Leaders Podcast’s 50th release. To celebrate, we flipped the tables on our show host and Karbon CEO, Stuart McLeod. No question was off limits. In this episode, Karbon’s Content Marketing Specialist, Jess Marcello, and Marketing Development Manager, George Connor, had a lively conversation with Stuart about the hardest part of running a growing firm, how to find meaning and purpose in work, Karbon’s culture, Stuart’s favorite Karbon employee, and everything in between.<br><br>In this episode, you'll find:</div><ul><li>A special note from the Karbon team (00:01)</li><li>Welcome Jess and George (01:05)</li><li>Karbon offices (03:00)</li><li>Stuart’s childhood in Australia (4:30)</li><li>Stuart’s pets and Karbon’s (secret) pet page (07:00)</li><li>The hardest part about running Karbon (09:10)</li><li>Challenges of keeping a growing team aligned (11:00)</li><li>How to keep everyone in the company happy (13:00)</li><li>How to find meaning and purpose in work (14:30)</li><li>What is Karbon’s culture? (19:00)</li><li>Karbon’s three objectives (21:00)</li><li>Stuart’s dreams when he was growing up (24:30)</li><li>Why Stuart was a terrible employee (28:00)</li><li>The dream size of Karbon (29:30)</li><li>Stuart’s fears (31:20)</li><li>Freewill or destiny? (32:40)</li><li>Hydrofoil surfing (35:00)</li><li>Getting bored (36:00)</li><li>Who is Stuart’s favorite employee? (37:10)</li><li>Magic sword vs. magic shield (39:00</li></ul><div>As promised at the beginning of this episode, you can read <a href="https://www.linkedin.com/posts/stuartwmcleod_changes-to-the-karbon-team-activity-6975257833852342272-Hlbd?utm_source=share&amp;utm_medium=member_desktop">Stuart's letter to all employees</a> regarding Karbon's recent company restructure, and find the list of talented ex-Karbon employees who are now available for work <a href="https://www.linkedin.com/posts/stuartwmcleod_karbon-available-talent-activity-6975982897316909056-KLdi?utm_source=share&amp;utm_medium=member_desktop">here</a>.</div><div><br><br></div>

This episode marks the Accounting Leaders Podcast’s 50th release. To celebrate, we flipped the tables on our show host and Karbon CEO, Stuart McLeod. No question was off limits. In this episode, Karbon’s Content Marketing Specialist, Jess Marcello, and Marketing Development Manager, George Connor, had a lively conversation with Stuart about the hardest part of running a growing firm, how to find meaning and purpose in work, Karbon’s culture, Stuart’s favorite Karbon employee, and everything in between.

<div>Zane Stevens is the Director of Protea Financial—an accounting and bookkeeping firm specializing in wineries. In this episode, Zane talks about his life in South Africa, how he got into accounting, and what made him move to the US to start working in the winery consulting space. Zane and Stuart discuss what’s unique about winery accounting, how they attract clients, and what the future holds for Protea Financial.<br><br>Together they discuss:</div><ul><li>Growing up and going to college in South Africa (00:30)</li><li>The start of Zane’s accounting career (02:00)</li><li>Zane’s experience at KPMG (04:00)</li><li>Pivoting to consulting work (06:40)</li><li>Moving to Cape Town and working in IT consulting (08:00)</li><li>Leaving KPMG and moving to the US (09:00)</li><li>Entering the winery consulting space (12:30)</li><li>Characteristics of winery accounting (15:30)</li><li>The process of building the structure (18:30)</li><li>Balancing work and family (19:30)</li><li>Ways to attract new clients (21:40)</li><li>What’s next for Protea Financial (25:30)</li><li>Client stories (29:20)</li></ul>

Zane Stevens is the Director of Protea Financial—an accounting and bookkeeping firm specializing in wineries. In this episode, Zane talks about his life in South Africa, how he got into accounting, and what made him move to the US to start working in the winery consulting space. Zane and Stuart discuss what’s unique about winery accounting, how they attract clients, and what the future holds for Protea Financial.

Full-bodied wine and accounting with Zane Stevens

<div>Jim Dunham is the President and General Manager of IRIS Software Group. With over 25 years of experience leading enterprise software companies across the public and private sectors, Jim is a seasoned executive in accountancy and tax markets. In this episode, Jim shares the story of his professional journey, his experience working in different industries, and how he ended up in accounting. Stuart and Jim discuss how cloud technology changed everything, how it developed over time, and where the most value is created.<br><br>Together they discuss:</div><ul><li>Jim’s role at IRIS (0:40)</li><li>How Jim started with accounting software (2:00)</li><li>Accounting payroll systems (6:00)</li><li>Jim’s experience working in the military (9:00)</li><li>Early years of operating systems (12:00)</li><li>Jim’s underwater videography hobby (14:00)</li><li>COVID’s influence on the US accounting market (18:00)</li><li>Comparison between the UK and US markets (24:00)</li><li>Acquisitions by IRIS (27:30)</li><li>Creating value (33:00)</li><li>Application of technology in the advisory services (35:00)</li></ul>

Jim Dunham is the President and General Manager of IRIS Software Group. With over 25 years of experience leading enterprise software companies across the public and private sectors, Jim is a seasoned executive in accountancy and tax markets. In this episode, Jim shares the story of his professional journey, his experience working in different industries, and how he ended up in accounting. Stuart and Jim discuss how cloud technology changed everything, how it developed over time, and where the most value is created.

Friendly fire between Karbon and IRIS. A conversation with Jim Dunham

<div>Michael Ly is the Founder and CEO of Reconciled—a virtual bookkeeping and accounting firm for busy business owners and entrepreneurs across the US. He is also a Co-Founder of PunchPay—a small micro-loan fintech startup that offers post-payment and micro-installment loans for small business expenses. In this episode, Michael shares with Stuart how his family escaped Cambodia as refugees and relied on entrepreneurship to survive the new world, his introduction to accounting, and the entrepreneurial spirit running throughout his family.&nbsp;<br><br>Together they discuss:</div><ul><li>Michael’s journey in accounting and entrepreneurship (1:20)</li><li>The story of Michael’s parents (3:30)</li><li>The experience of growing up in the US (5:00)</li><li>Michael’s family’s entrepreneurial spirit (08:00)</li><li>Skiing in Burlington, Vermont (10:00)</li><li>The story of founding Reconciled (12:00)</li><li>Growth management and the tech stack at Reconciled (14:30)</li><li>The story of founding PunchPay (16:30)</li><li>The niche of micro-businesses (19:00)</li><li>The future of Reconciled and PunchPay (21:00)</li><li>Growth strategy at Reconciled (22:00)</li></ul><div><br><br></div>

Michael Ly is the Founder and CEO of Reconciled—a virtual bookkeeping and accounting firm for busy business owners and entrepreneurs across the US. He is also a Co-Founder of PunchPay—a small micro-loan fintech startup that offers post-payment and micro-installment loans for small business expenses. In this episode, Michael shares how his family escaped Cambodia as refugees and relied on entrepreneurship to survive the new world, his introduction to accounting, and the entrepreneurial spirit running throughout his family.

When entrepreneurship is in your blood. A conversation with Michael Ly

<div>Joe Cox is the Founder and Managing Partner of Ecommerce Accountants LLP—the leading accountancy in the UK for e-commerce businesses. In this episode, Joe shares his story of being an e-commerce seller who spotted an opportunity to serve like-minded entrepreneurs in the accounting domain (eventually creating Ecommerce Accountants). Joe and Stuart discuss the trajectory of Ecommerce Accountants, their tech stack, the nuances of working in this niche, the impact of COVID and Brexit on e-commerce, and Joe’s passion for traveling.<br><br>Together they discuss:</div><ul><li>Joe’s trip to Karbon X (1:20)</li><li>Growth and marketing at Ecommerce Accountants (2:30)</li><li>Joe’s professional journey and the story of Ecommerce Accountants (5:20)</li><li>The fun of being an e-commerce accountant vs. an e-commerce seller (8:00)</li><li>Watching clients grow along the way (9:10)</li><li>Impact of COVID and Brexit on e-commerce (10:30)</li><li>What it’s like working at Ecommerce Accountants (13:30)</li><li>Workforce and types of clients at Ecommerce Accountants (14:50)</li><li>Plans on a geographical expansion (17:00)</li><li>How Karbon can help with segmenting businesses geographically (18:10)</li><li>The tech stack at Eccomerce Accountants (19:10)</li><li>Reporting to clients (22:40)</li><li>The idea of creating benchmarks for clients (25:00)</li><li>The main supplier of e-commerce products (28:20)</li><li>What’s going on in Joe’s life (29:30)</li></ul>

Joe Cox is the Founder and Managing Partner of Ecommerce Accountants LLP—the leading accountancy in the UK for e-commerce businesses. In this episode, Joe shares his story of being an e-commerce seller who spotted an opportunity to serve like-minded entrepreneurs in the accounting domain (eventually creating Ecommerce Accountants). Joe and Stuart discuss the trajectory of Ecommerce Accountants, their tech stack, the nuances of working in this niche, the impact of COVID and Brexit on e-commerce, and Joe’s passion for traveling.

E-commerce accounting: the evolving niche with Joe Cox

<div>Andrew Hunzicker is the Founder of Dope CFO, a comprehensive cannabis accounting and tax training program, which helps firms in over 25 states unlock a new world of clients. In this episode, Andrew shares his professional journey, how he started working in the cannabis industry, and what cannabis accounting looks like. Stuart and Andrew also discuss the complexities that he faces in his work, and how the government treats cannabis businesses.<br><br>Together they discuss:</div><ul><li>Andrew’s journey in the cannabis industry (01:00)</li><li>Living in Bend, Oregon (4:10)</li><li>Early mountain climbing ventures (6:20)</li><li>The employee shortage (7:40)</li><li>Unappealing traditional accounting career journey (09:00)</li><li>Cannabis accounting and social justice (10:20)</li><li>Locations that are progressive with cannabis legalization (12:30)</li><li>Accounting complexities in the cannabis industry (16:00)</li><li>Point of sale technology in the industry (18:20)</li><li>Complications of accounting systems (21:00)</li><li>Mountain climbing (22:40)</li><li>Old Nokia phones (25:00)</li><li>Andrew’s climbing stories (27:30)</li><li>Andrew’s family (30:00)</li><li>Andrew’s upcoming family vacation (33:00)</li><li>The current state of Dope CFO (36:20)</li></ul>

Andrew Hunzicker is the Founder of Dope CFO, a comprehensive cannabis accounting and tax training program, which helps firms in over 25 states unlock a new world of clients. In this episode, Andrew shares his professional journey, how he started working in the cannabis industry, and what cannabis accounting looks like. Stuart and Andrew also discuss the complexities that he faces in his work, and how the government treats cannabis businesses.

<div>Graeme Tennick is the Founder and Chief Legacy Maker at Tennick Accountants. Before founding his own company, Graeme worked in a small accounting practice and eventually moved to senior roles in PwC and public sector organizations. In this episode, Graeme shares his professional journey, entrepreneurial passion from a young age, and business-first accounting second approach. Graeme and Stuart also discuss an accountant's purpose and the rewarding impact they can have on their clients’ lives.<br><br>Together they discuss:</div><ul><li>Graeme’s passion for business at a young age (0:30)</li><li>Graeme’s path to accounting (2:30)</li><li>Thoughts on the UK government (3:30)</li><li>The beginning of Graeme’s business journey (5:30)</li><li>Adopting technology (8:00)</li><li>How Graeme started building structure in his business (9:30)</li><li>Optimizing Karbon at Tennick Accountants (10:30)</li><li>Building a feedback loop with software partners (12:00)</li><li>The rewarding impact on clients’ lives (13:30)</li><li>The story of the client embracing the journey with Tennick Accountants (15:00)</li><li>What makes clients believe in their ability to scale (16:40)</li><li>How the role of accountants has changed (17:50)</li><li>Reframing the negative experience of COVID (19:50)</li><li>How to instill important messages in your team (23:00)</li><li>What’s next for Tennick Accountants (24:00)</li><li>Being honest with clients (28:00)</li><li>Graeme’s favorite cars (30:00)</li></ul>

Graeme Tennick is the Founder and Chief Legacy Maker at Tennick Accountants. Before founding his own company, Graeme worked in a small accounting practice and eventually moved to senior roles in PwC and public sector organizations. In this episode, Graeme shares his professional journey, entrepreneurial passion from a young age, and business-first accounting second approach. Graeme and Stuart also discuss an accountant's purpose and the rewarding impact they can have on their clients’ lives.

An accountant’s mission to change livelihoods. A conversation with Graeme Tennick

<div>Gary Bell is the Co-Founder and Partner at FLB Accountants, an independent firm of Chartered Accountants based in the UK. In this episode, Gary and Stuart chat about Gary’s experience attending the first-ever Karbon customer conference in Lake Tahoe, FLB’s rationale for going hybrid, working with high-profile clients such as Apple TV, Netflix, and Amazon, and some exciting projects he’s working on in the renewable energy space.<br><br>Together they discuss:</div><ul><li>Gary’s experience at Karbon X (00:30)</li><li>The accounting industry’s growing appetite for change and innovation (2:30)</li><li>Limitations of legacy accounting systems (05:00)</li><li>Accountants as trusted advisors (09:00)</li><li>How FLB provides reporting for clients (11:00)</li><li>Pros and cons of hybrid work (12:00)</li><li>Remote work and company culture (17:00)</li><li>EMEA economy outlook (20:00)</li><li>FLB business divisions (22:45)</li><li>TV, film, and entertainment studio clients (24:30)</li><li>Attract and retain employees with interesting clients (28:00)</li><li>Serving renewable energy clients (29:00)</li><li>The most interesting carbon-neutral project at FLB (31:00)</li><li>Greentech startups (34:10)</li><li>Biotech startups (36:10)</li><li>What Gary and Stuart would do if they weren’t running firms (36:30)</li><li>VC investment and the future of technology (41:00)</li><li>Gary’s plan for the rest of the year (46:00)</li></ul>

Gary Bell is the Co-Founder and Partner at FLB Accountants, an independent firm of Chartered Accountants based in the UK. In this episode, Gary and Stuart chat about Gary’s experience attending the first-ever Karbon customer conference in Lake Tahoe, FLB’s rationale for going hybrid, working with high-profile clients such as Apple TV, Netflix, and Amazon, and some exciting projects he’s working on in the renewable energy space.

<div>Martin Bown is the founder and managing director of My Management Accountant—an accountancy service that works with small businesses across the UK to help them save time and money. In this episode, Martin shares his professional journey, and the story of My Management Accountant and how they operate. Martin and Stuart also discuss his life outside of work, sports, and what it’s like to live in the village.<br><br>Together they discuss:</div><ul><li>Martin’s entrepreneurial story (01:40)</li><li>Martin’s family story (03:40)</li><li>Trip to India with the team (05:00)</li><li>When Martin started his own company (07:00)</li><li>Naming his business (09:30)</li><li>The story of Martin’s surname (13:00)</li><li>My Management Accountant today (14:00)</li><li>Work setting at My Management Accountant (15:10)</li><li>Services at My Management Accountant (16:20)</li><li>Tech stack at My Management Accountant (19:20)</li><li>Reporting software (23:20)</li><li>What clients need (26:00)</li><li>What companies My Management Accountant work with (27:10)</li><li>Martin’s life outside of work (30:00)</li><li>Playing cricket (32:00)</li><li>Raising a family in a close-knit village (36:50)</li><li>Playing football and running marathons (38:10)</li><li>What’s next for My Management Accountant (41:40)</li><li>Challenges of raising children with additional needs (44:20)</li><li>Balancing work with family (46:20)</li></ul>

Martin Bown is the founder and managing director of My Management Accountant—an accountancy service that works with small businesses across the UK to help them save time and money. In this episode, Martin shares his professional journey, My Management Accountant's story, and how they operate. Martin and Stuart also discuss his life outside of work, including sports and the joys of living the village life with his family.

<div>Twyla Verhelst is the Head of FreshBooks Accountant Channel, leading the Accounting Partner Program, and has been recognized as one of Ignition’s Top 50 Women in Accounting. In this episode, Twyla and Stuart discuss the state of the accounting profession, how COVID forced the industry to evolve and why there is a shortage of young professionals in the industry. They also talk about the importance of diversity, the accounting community, and what running a marathon and running a business have in common.<br><br>Together they discuss:</div><ul><li>How Twyla started with accounting (1:00)</li><li>The beginning of Twyla’s entrepreneurial journey (3:00)</li><li>The start of working with FreshBooks (4:30)</li><li>Working with a local company (6:50)&nbsp;</li><li>Where Canada is on the advisory journey (8:00)</li><li>Accounting cloud technology taking over (10:00)</li><li>How COVID-19 accelerated technology (12:00)</li><li>Reactive vs. proactive approach to technology (13:00)</li><li>Shortage of young professionals in the industry (16:00)</li><li>The evolution of the accounting profession (18:30)</li><li>The role of influence by loved ones in pursuing a career in accounting (22:00)</li><li>Twyla’s diversity efforts at FreshBooks (24:20)</li><li>Running marathons (28:40)</li><li>Similarities between running a business and a marathon (31:00)</li><li>Twyla’s passion projects this year (35:00)</li><li>Listening and inspiring people in the industry (37:30)</li></ul>

Twyla Verhelst is the Head of FreshBooks Accountant Channel, leading the Accounting Partner Program, and has been recognized as one of Ignition’s Top 50 Women in Accounting. In this episode, Twyla and Stuart discuss the state of the accounting profession, how COVID forced the industry to evolve and why there is a shortage of young professionals in the industry. They also talk about the importance of diversity, the accounting community, and what running a marathon and running a business have in common.

<div>Kyle Bryant is the Managing Partner of Market Street Partners in Chattanooga, Tennessee. Kyle oversees the firm’s operations and has provided assurance, tax, and business consulting services for over a decade. In this episode, Kyle and Stuart discuss the rapid growth of Chattanooga, what attracts businesses to invest in the region, and what the projections are for the future. As a manager of the largest transaction in Chattanooga’s history, Kyle is a top-tier professional in his city and gives an insight into how accounting is developing the Tennessee market.<br><br>Together they discuss:</div><ul><li>The story behind Market Street Partners (01:00)</li><li>Kyle’s journey as a private CPA (2:30)</li><li>Kyles work at the Lamp Post Group (3:30)</li><li>Serving a new group of clients in Chattanooga (4:30)</li><li>The size and profile of Market Street Partners (5:30)</li><li>Local and remote employees at Market Street Partners (07:30)</li><li>The competitive landscape in Chattanooga (08:30)</li><li>Market Street Partners’ mission (9:50)</li><li>What retirement looks like for Kyle (11:00)</li><li>Market Street Partners’ media strategy (12:45)</li><li>Why accountants are reluctant to delve into business development and sales (14:20)</li><li>Chattanooga’s local economy and development (16:15)</li><li>What types of businesses come to the South East (18:30)</li><li>The shortage of young accounting professionals (19:30)</li><li>What Kyle does outside of work (21:10)</li><li>Market Street Partners’ tech stack (21:40)</li><li>The game plan for the near future (23:30)</li></ul>

Kyle Bryant is the Managing Partner of Market Street Partners in Chattanooga, Tennessee. Kyle oversees the firm’s operations and has provided assurance, tax, and business consulting services for over a decade. In this episode, Kyle and Stuart discuss the rapid growth of Chattanooga, what attracts businesses to invest in the region, and what the projections are for the future. As a manager of the largest transaction in Chattanooga’s history, Kyle is a top-tier professional in his city and gives an insight into how accounting is developing the Tennessee market.

Small town accounting and big city finances with Kyle Bryant

<div>Chris Williams is the CEO of System Six, a modern accounting firm focused on providing dream accounting careers to their team members and superior services for their clients. In this episode, Chris explains how to achieve just that, including the criteria for selecting System Six for acquisition and what challenges he faced along the way. Besides Chris' journey with System Six, he and Stuart also discuss life outside work, the best golf spots in the Bay Area, and how his wedding preparation is going.<br><br>Together they discuss:</div><ul><li>Chris’ experience at AccountingWeb Live Summit 2022 (01:00)</li><li>Chris’ journey in the accounting industry (4:00)</li><li>What Chris was looking for in a company to acquire (6:00)</li><li>Why Chris didn’t choose a software company to acquire (08:00)</li><li>Why Chris chose to acquire (rather than starting from scratch) (10:30)</li><li>The process of acquiring System Six (11:30)</li><li>The experience for the System Six team during the transition (14:30)</li><li>System Six’s internal mission (16:00)</li><li>Adapting the marketing and go-to-market strategies to increase growth (18:20)</li><li>The clients System Six typically service (20:00)</li><li>Building niches (21:30)</li><li>Managing teams and working remotely (23:40)</li><li>Getting the System Six team together in Denver (25:00)</li><li>What’s next for System Six (26:30)</li><li>The most important systems inherited by System Six (28:30)</li><li>Maximizing the efficiency of using systems and data (30:00)</li><li>Allocating team members with work they like to do (33:00)</li><li>What keeps Chris busy outside of work (34:30)</li><li>Spending time in the Bay Area (37:00)</li><li>Stuart and his family living in Tahoe (39:00)</li><li>The Great Resignation (41:30)</li><li>The importance of helping accountants (43:40)</li></ul>

Chris Williams is the CEO of System Six, a modern accounting firm focused on providing dream accounting careers to their team members and superior services for their clients. In this episode, Chris explains how to achieve just that, including the criteria for selecting System Six for acquisition and what challenges he faced along the way. Besides Chris' journey with System Six, he and Stuart also discuss life outside work, the best golf spots in the Bay Area, and how his wedding preparation is going.

Acquiring a business the right way with Chris Williams

<div>Andrew Jordon is the CEO and Founder of Connect4, a meeting platform that enables structured and efficient client meetings. Apart from a successful business career, Andrew is also the youngest trustee and treasurer at Prison Fellowship, the world's largest Christian non-profit organization for prisoner and justice reform. In this episode, Andrew and Stuart talk about Andrew's early career, the story of finding Connect4 and where it's heading. They also discuss charity, and how Andrew's values in business align with values outside of work.<br><br>Together they discuss:</div><ul><li>Andrew’s background (1:00)</li><li>Why Andrew decided not to pursue a career in accounting (2:00)</li><li>Andrew’s time in Brisbane, Australia (4:00)</li><li>Andrew’s return to the UK and time at Fathom (5:00)</li><li>The story of founding Connect4 (7:30)</li><li>The solution for poor client communication and education (9:00)</li><li>Is proactive communication embraced by the accounting industry? (10:30)</li><li>Andrew’s experience with Connect4 so far (12:30)</li><li>Client feedback on the Connect4 product offering (14:00)</li><li>Potential verticals for Connect4 (16:00)</li><li>Future plans for Connect4 (17:00)</li><li>Andrew’s interests outside of work (18:00)</li><li>Andrew’s experience as a trustee and treasurer at Prison Fellowship (19:00)</li><li>Andrew’s plans for the rest of the year (22:00)</li></ul>

Andrew Jordon is the CEO and Founder of Connect4, a meeting platform that enables structured and efficient client meetings. Apart from a successful business career, Andrew is also the youngest trustee and treasurer at Prison Fellowship, the world's largest Christian non-profit organization for prisoner and justice reform. In this episode, Andrew and Stuart talk about Andrew's early career, the story of finding Connect4 and where it's heading. They also discuss charity, and how Andrew's values in business align with values outside of work.

Enacting change: One tech tool and one inmate at a time. A conversation with Andrew Jordon

<div>Dave is the Founder of Tidemark. He has 20+ years of experience in investing, advising, and building technology companies. In this episode, Dave and Stuart discuss the difference between technology companies in 1999 vs. 2021, how technology in accounting has been developing, and why Dave chooses to work with B2B software companies. Dave also talks about his passion for venture capital, and what the future holds for him and his company.<br><br>Together they discuss:</div><ul><li>Dave’s early career (00:40)</li><li>Dave’s introduction to venture capital (2:00)</li><li>Tech companies in 1999 vs. 2021 (4:00)</li><li>Dave’s journey into B2B SaaS companies (6:40)</li><li>Why Dave chose to work with B2B companies, and Karbon in particular (9:00)</li><li>Why Dave loves working with accountants (11:30)</li><li>The special relationship between accountants and their clients (14:10)</li><li>Dave’s story of investing in Xero (16:00)</li><li>What makes companies from New Zealand special (18:00)</li><li>Opportunities for small business platforms today (23:00)</li><li>What the next biggest innovation in accounting is going to be (25:00)</li><li>The state of small business software globally (29:00)</li><li>Dave’s journey and the idea behind Tidemark (31:00)</li><li>The ideal model for Tidemark in the future (35:00)</li><li>Foundation for non-profit businesses (37:00)</li><li>Dave’s long-term view on Karbon (40:20)</li></ul><div><br><br><br>The information presented in this podcast is for illustrative purposes only and is not an offer to sell or the solicitation of an offer to purchase an interest in any private fund managed or sponsored by Tidemark or any of the securities of any company discussed. Companies discussed in this podcast may include current Tidemark portfolio companies and/or prior investments made by Tidemark employees while at other investment firms. These companies identified in this podcast are not necessarily representative of all Tidemark investments, and no assumption should be made that the investments identified were or will be profitable. The information in this podcast is not presented with a view to providing investment advice with respect to any security or making any claim as to the past, current, or future performance thereof.</div>

Dave is the Founder of Tidemark. He has 20+ years of experience in investing, advising, and building technology companies. In this episode, Dave and Stuart discuss the difference between technology companies in 1999 vs. 2021, how technology in accounting has been developing, and why Dave chooses to work with B2B software companies. Dave also talks about his passion for venture capital, and what the future holds for him and his company.

Why I invested in Karbon. A discussion with David Yuan

<div>Martin Chee is the CFO and Co-Founder at Amaka, an accounting integrations system that allows firms to automate their data entry processes. In this episode, Martin and Stuart dive into the story of Amaka, how it delivers value to clients, and the challenges and complexities that Martin faces in this niche. They also discuss Martin’s professional journey, how to work with clients efficiently, and the impact the pandemic had on his business.<br><br>Together they discuss:</div><ul><li>Martin’s background (01:00)</li><li>Valuable lessons learned in hospitality (3:00)</li><li>Impact of COVID on Martin’s family (4:30)</li><li>Amaka’s adjustments and processes during the pandemic (6:00)</li><li>Working with clients efficiently (8:00)</li><li>Establishing and managing trust (10:00)</li><li>Martin’s introduction to accounting (13:50)</li><li>The evolution of technology in the accounting industry (17:00)</li><li>Two major disruptions that were happening in accounting simultaneously (19:40)</li><li>Working with tax authorities (21:30)</li><li>Martin’s involvement with accounting work (22:45)</li><li>Growing and managing an international team (25:00)</li><li>The story of building Amaka (27:20)</li><li>Reacting to challenges and complexities in the accounting integration system (32:00)</li><li>What’s next for Amaka (35:00)</li><li>Simplifying the system for clients (39:40)</li></ul>

Martin Chee is the CFO and Co-Founder at Amaka, an accounting integrations system that allows firms to automate their data entry processes. In this episode, Martin and Stuart dive into the story of Amaka, how it delivers value to clients, and the challenges and complexities that Martin faces in this niche. They also discuss Martin’s professional journey, how to work with clients efficiently, and the impact the pandemic had on his business.

From serving tables to building a leading accounting integrations system with Martin Chee

<div>Simon is the CEO and Co-Founder of Stamped Technologies, a tech-enabled audit firm focusing on year-end compliance services that leverage technology, purposely built AI, and seasoned CPAs. In this episode, Simon and Stuart discuss the technological advancements in the accounting industry, Simon’s career journey, and the story of Stamped. They deep-dive into the application of AI in the industry and how Simon sees the development of Stamped in the future.<br><br>Together they discuss:</div><ul><li>Simon’s background (1:00)</li><li>Simon’s experience playing American football (2:30)</li><li>First job at PwC (6:00)</li><li>The story of finding Stamped (9:00)</li><li>Roadblocks for further advancement in the accounting industry (13:00)</li><li>The gap in skillset in the industry (15:30)</li><li>Experience as a founder of an accounting software company (18:00)</li><li>Ensuring accuracy and correctness of a model and learning systems (19:50)</li><li>Employee count at Stamped and plans for the future (21:20)</li><li>White-labeling Stamped into other firms (23:30)</li><li>The Canadian accounting industry (24:50)</li><li>Expansion and competitive landscape in North America (27:40)</li><li>What’s next for Stamped (29:20)</li><li>Exit plan (31:00)</li></ul>

Simon is the CEO and Co-Founder of Stamped Technologies, a tech-enabled audit firm focusing on year-end compliance services that leverage technology, purposely built AI, and seasoned CPAs. In this episode, Simon and Stuart discuss the technological advancements in the accounting industry, Simon’s career journey, and the story of Stamped. They deep-dive into the application of AI in the industry and how Simon sees the development of Stamped in the future.

Can AI battle the Great Resignation in accounting? A discussion with Simon Langlois

<div>Jeremy Hyman is the Founder and Principal of Jeremy Hyman Associates, an IT services and consulting company that helps firms make sound IT decisions. With over 25 years of experience in the professional services sector and a degree in law, Jeremy is an IT manager, partner, software developer, and management consultant. In this episode, Jeremy and Stuart discuss multiple technological breakthroughs over the last two years, as well as some things to keep an eye out in the future. They also chat about remote work, the new reality of virtual meetings, and how technology distracts us on a day-to-day basis.&nbsp;<br><br>Together they discuss:</div><ul><li>Jeremy’s and Stuart’s geographical locations (2:00)</li><li>Karbon’s team growth in Australia (5:00)</li><li>Impact of COVID on tech firms (7:20)</li><li>Working in the office vs. remote (8:30)</li><li>Virtual offices and the metaverse (11:00)</li><li>Physical, hybrid, and virtual meetings (16:30)</li><li>Evolution of traveling in a hybrid world (20:00)</li><li>Isolating from the internet to be productive (26:00)</li><li>Fighting destruction and multitasking (28:00)</li><li>Ethics creep (30:00)</li><li>Being alert on vacation (33:00)</li><li>Responsibility of software companies (36:00)</li><li>Jeremy’s world view (40:30)</li><li>The beauty of search engines (42:00)</li><li>Impact of COVID on small and large firms (46:20)</li><li>What’s next for Jeremy Hyman Associates (49:00)</li></ul>

Jeremy Hyman is the Founder and Principal of Jeremy Hyman Associates, an IT services and consulting company that helps firms make sound IT decisions. With over 25 years of experience in the professional services sector and a degree in law, Jeremy is an IT manager, partner, software developer, and management consultant. In this episode, Jeremy and Stuart discuss multiple technological breakthroughs over the last two years, as well as some things to keep an eye out in the future. They also chat about remote work, the new reality of virtual meetings, and how technology distracts us on a day-to-day basis. 

Post-pandemic work-life, Pomodoro, and the future of technology with Jeremy Hyman

<div>Edward Chan is a Co-Founder of Wize Mentoring and a Non-Executive Chairman at Chan &amp; Naylor. He started Chan &amp; Naylor from his kitchen table and grew it to 10 offices around Australia with 160 staff and 15,000 clients. He then co-founded Wize Mentoring, which is now in 47 countries, connecting over 125,000 accountants. In this episode, Ed shares his tips on how to grow your business without sacrificing your life. He and Stuart dig into the success of Chan &amp; Naylor, what the process of expanding the company looked like and what you need to do to find yourself.<br><br>Together they discuss:</div><ul><li>The story of Wize Mentoring (02:00)</li><li>Ed’s background (04:00)</li><li>Ed’s first business and business partner (6:30)</li><li>Dealing with overworking (7:30)</li><li>Overcoming challenges as a business owner (9:30)</li><li>How to be more efficient (11:30)</li><li>The beginning of Chan &amp; Naylor (15:00)</li><li>Chan &amp; Naylor’s business model (16:00)</li><li>How to be in control of your business (19:30)</li><li>The biggest lessons Ed has learned (23:30)</li><li>The process of expanding business (25:30)</li><li>Ed’s biggest success and biggest catastrophe (28:00)</li><li>Greatest technological changes in accounting (29:30)</li><li>Being a generalist vs. being a specialist (35:30)</li><li>Ed’s experience of finding himself in his early career (38:00)</li><li>Mentorship and hobbies (40:00)</li><li>What is next for Wize Mentoring (44:00)</li></ul>

Edward Chan is a Co-Founder of Wize Mentoring and a Non-Executive Chairman at Chan &amp; Naylor. He started Chan &amp; Naylor from his kitchen table and grew it to 10 offices around Australia with 160 staff and 15,000 clients. He then co-founded Wize Mentoring, which is now in 47 countries, connecting over 125,000 accountants. In this episode, Ed shares his tips on how to grow your business without sacrificing your life. He and Stuart dig into the success of Chan &amp; Naylor, what the process of expanding the company looked like and what you need to do to find yourself.

Edward Chan is a Co-Founder of Wize Mentoring and a Non-Executive Chairman at Chan & Naylor. He started Chan & Naylor from his kitchen table and grew it to 10 offices around Australia with 160 staff and 15,000 clients. He then co-founded Wize Mentoring, which is now in 47 countries, connecting over 125,000 accountants. In this episode, Ed shares his tips on how to grow your business without sacrificing your life. He and Stuart dig into the success of Chan & Naylor, what the process of expanding the company looked like and what you need to do to find yourself.

The secrets to growing your business without sacrificing your life with Ed Chan

<div>Matthew May is the VP of Sales &amp; Marketing at Acuity, a virtual accounting solution for entrepreneurs. In this episode, Matthew and Stuart discuss how important it is to have a partner and mutual support in both rewarding and challenging times. They also talk about how Acuity has transformed throughout the years and the main challenges of a company's growth. Tune in for this inspirational discussion that dives deep into the challenges of partnership and leadership.<br><br>Together they discuss:</div><ul><li>Latest at Acuity (1:00)</li><li>Matthew’s family (2:00)</li><li>Importance of having a business partner (3:00)</li><li>Similarities of running a business and sports (5:00)</li><li>Matthew’s experience of working with Kenji Kuramoto (7:00)</li><li>The good cop and the bad cop (9:00)</li><li>Lessons Matthew learned while working at Acuity (10:20)</li><li>The challenges of high growth organizations (12:00)&nbsp;</li><li>Availability of capital in the professional services industry (14:30)</li><li>The Great Resignation (18:30)</li><li>Being an authentic company (22:00)</li><li>Future plans and use of technology for Acuity (26:00)</li><li>Merger with Catching Clouds (27:30)</li><li>Lessons learned from acquisitions (32:30)</li><li>Acuity’s sales and marketing model (34:30)</li><li>Acuity's ideal clients (40:00)</li><li>The process of working with potential clients (42:00)</li><li>Email selling (44:00)</li><li>Identifying the right clients in the funnel (46:00)</li><li>Matthew’s plans for 2022 (50:00)</li></ul>

Matthew May is the VP of Sales &amp; Marketing at Acuity, a virtual accounting solution for entrepreneurs. In this episode, Matthew and Stuart discuss how important it is to have a partner and mutual support in both rewarding and challenging times. They also talk about how Acuity has transformed throughout the years and the main challenges of a company's growth. Tune in for this inspirational discussion that dives deep into the challenges of partnership and leadership.

Matthew May is the VP of Sales & Marketing at Acuity, a virtual accounting solution for entrepreneurs. In this episode, Matthew and Stuart discuss how important it is to have a partner and mutual support in both rewarding and challenging times. They also talk about how Acuity has transformed throughout the years and the main challenges of a company's growth. Tune in for this inspirational discussion that dives deep into the challenges of partnership and leadership.

Deep-diving into the challenges of leadership with Matthew May

<div>Jeff Phillips is the CEO of Padgett, one of the largest tax and accounting firms in North America. He also founded the recruitment platform Accountingfly in 2012 and has been recognized as one of Accounting Today’s Top 100 Most Influential People for helping solve the hiring challenges of CPA firms. In this episode, Jeff and Stuart discuss combining work with vacation while being remote, the story of Accountingfly, and what it takes to be a great leader. They also talk about holidays, Jeff's trip to Costa Rica, and how taking mangoes from someone's tree is acceptable.<br><br>Together they discuss:</div><ul><li>Jeff’s background and hobbies (1:10)</li><li>Jeff’s and Stuart’s families (4:00)</li><li>Gap year and college (5:45)</li><li>Family vacations (8:00)</li><li>Trip to Costa Rica (9:00)</li><li>Remote work (13:00)</li><li>COVID impacting geographical wage difference (18:00)</li><li>Stuart’s theory of the Great Reshuffle (21:00)</li><li>Remote work uncovering opportunities for innovative firms (23:30)</li><li>Foundations of Padgett (28:00)</li><li>Work at Accountingfly (31:30)</li><li>What makes a perfect firm (33:50)&nbsp;</li><li>Employment as a two-way relationship (39:20)</li><li>Challenges of being a leader of a company (42:50)</li><li>The pivot of Accountigfly (45:30)</li></ul>

Jeff Phillips is the CEO of Padgett, one of the largest tax and accounting firms in North America. He also founded the recruitment platform Accountingfly in 2012 and has been recognized as one of Accounting Today’s Top 100 Most Influential People for helping solve the hiring challenges of CPA firms. In this episode, Jeff and Stuart discuss combining work with vacation while being remote, the story of Accountingfly, and what it takes to be a great leader. They also talk about holidays, Jeff's trip to Costa Rica, and how taking mangoes from someone's tree is acceptable.

Go remote or go home: Why remote work is the key to success for any modern accounting firm with Jeff Phillips

<div>Kenji Kuramoto is the Founder &amp; CEO of Acuity, one of the largest CAS accounting firms in the US. Kenji has provided thousands of companies with a full range of financial solutions, from high-level strategic financial counsel to virtualized bookkeeping and tax services. In this episode, Kenji and Stuart discuss the challenges of growing a company, building a strong culture, and the importance of being flexible for employees. They also talk about discussing sensitive topics in the workplace, and what’s coming next for Acuity.<br><br>Together they discuss:</div><ul><li>Impact of COVID on Acuity (2:00)</li><li>Parenting during COVID (4:00)</li><li>Growth of Acuity (7:15)</li><li>Developing the culture at Acuity (8:15)</li><li>Most challenging issues of scaling (10:00)</li><li>How Acuity maintains its culture (13:40)</li><li>The weather in Atlanta (16:00)</li><li>Acuity in the office vs. remote (17:00)</li><li>The Great Resignation and creating a positive work experience for employees (20:50)</li><li>Impact Karbon faced after leaving the Bay Area (26:50)</li><li>Political affiliations and discussion in the US (31:00)</li><li>The risk of debilitating personal differences in the US (33:40)</li><li>The impact of written communication (38:00)</li><li>What’s next for Acuity (40:20)</li><li>Reasons for Acuity becoming a certified B Corporation (43:30)</li><li>Drink While You Think podcast (47:00)</li></ul>

Kenji Kuramoto is the Founder &amp; CEO of Acuity, one of the largest CAS accounting firms in the US. Kenji has provided thousands of companies with a full range of financial solutions, from high-level strategic financial counsel to virtualized bookkeeping and tax services. In this episode, Kenji and Stuart discuss the challenges of growing a company, building a strong culture, and the importance of being flexible for employees. They also talk about discussing sensitive topics in the workplace, and what’s coming next for Acuity.

Kenji Kuramoto is the Founder & CEO of Acuity, one of the largest CAS accounting firms in the US. Kenji has provided thousands of companies with a full range of financial solutions, from high-level strategic financial counsel to virtualized bookkeeping and tax services. In this episode, Kenji and Stuart discuss the challenges of growing a company, building a strong culture, and the importance of being flexible for employees. They also talk about discussing sensitive topics in the workplace, and what’s coming next for Acuity.

The pros and cons of company growth with Kenji Kuramoto

<div>As the Director of Diversity and Inclusion at AICPA, Crystal Cooke focuses on increasing the representation of minority groups in the accounting profession. In this episode, Crystal explains the current state of diversity and inclusion in the accounting industry, including ways to promote it and what AICPA is doing about it. Join Crystal and Stuart as they dissect the typical profile of the US accountant, and delve into the statistics around minority professionals.<br><br>Together they discuss:</div><ul><li>Crystal’s background (2:30)</li><li>Crystal’s and Stuart’s school experience (3:30)</li><li>Life in Ohio state (4:40)</li><li>Crystal’s journey of becoming an accounting professional (6:40)</li><li>Crystal’s journey with diversity and inclusion (9:00)</li><li>Leaving KPMG (11:40)</li><li>Crystal’s career trajectory (12:40)</li><li>Facing bias as a senior at KPMG (16:30)</li><li>Starting the DEI work (19:00)</li><li>The state of diversity in the accounting industry in the US (22:00)</li><li>How to promote and attract diversity in the industry (28:50)</li><li>Lack of financial literacy in the business world (34:00)</li><li>Focus areas at AICPA (35:10)</li><li>Challenges of promoting DEI and ways to solve it (38:00)</li><li>Success highlights of Crystal’s career (43:10)</li><li>Why accountants do what they do (46:00)</li></ul>

As the Director of Diversity and Inclusion at AICPA, Crystal Cooke focuses on increasing the representation of minority groups in the accounting profession. In this episode, Crystal explains the current state of diversity and inclusion in the accounting industry, including ways to promote it and what AICPA is doing about it. Join Crystal and Stuart as they dissect the typical profile of the US accountant, and delve into the statistics around minority professionals.

The importance of diversity and inclusion with Crystal Cooke

<div>Joe David is the Founder and Managing Director of two UK-based firms: Nephos and a leading crypto accounting firm, Myna. In this episode, Stuart and Joe discuss crypto accounting and regulations, what the future of this space might look like, and how it can change our lives. Tune in for a great chat to learn about crypto and the future of podcasts in the metaverse.<br><br>Together they discuss:</div><ul><li>Ukraine and Russia conflict affecting crypto (1:00)</li><li>Joe’s story of becoming a crypto accounting specialist (2:00)</li><li>Operations at Nephos and Myna (4:00)</li><li>Starting a crypto firm (5:40)</li><li>Direction for Nephos (8:30)</li><li>Ideal clients for Nephos (9:30)</li><li>Crypto transactions as capital (11:00)</li><li>Tech stack to manage crypto (13:30)</li><li>Community of crypto accountants (16:30)</li><li>State of crypto space in the UK (17:30)</li><li>Crypto environment around the world (20:20)</li><li>The volatility of bitcoin (24:30)</li><li>Taxation treatment of crypto (25:20)</li><li>Benefits of Decentralized Autonomous Organization (DAO) (28:30)</li><li>What’s next for Myna and Nephos (30:20)</li><li>Financial services and crypto in the UK (32:20)</li><li>VR and the metaverse (34:30)</li><li>Future of meetings and human interaction (36:00)</li><li>Podcast in the metaverse (38:20)</li></ul>

Joe David is the Founder and Managing Director of two UK-based firms: Nephos and a leading crypto accounting firm, Myna. In this episode, Stuart and Joe discuss crypto accounting and regulations, what the future of this space might look like, and how it can change our lives. Tune in for a great chat to learn about crypto and the future of podcasts in the metaverse.

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