108 #TaxTwitter is a Decentralized Water Cooler (feat. Brian Streig, CPA)
Episode 108 | Recorded December 4, 2022
Thank you to FreshBooks for making all of this possible, we love you.
In today’s episode, Scott sat down with Brian Streig, CPA for a lively conversation about his backstory and how he got into the accounting space. They talk about the super firms and navigated the peculiarities of Texas laws and discussed the differences between bookkeepers, accountants, and CPAs. They also discussed bleeding-edge tech, focusing on employees over clients, and how to "wow" clients with a great client experience. They also dove into the world of Tax Twitter and the shifting demographics of the industry. Lastly, Brian shared some valuable advice for firm owners and, to cap it all off, Scott even drops a rap so be sure not to miss this one.
- Brian gets into the accounting mess
- Brian’s Backstory
- Condensing the Super Firms
- Austin during the great recession
- Bleeding edge tech
- Texas laws and peculiarities; Bookkeeper VS Accountant VS CPA
- All tax, all day, everyday
- Firm hard numbers
- BDO alliance
- The insurance niche
- Structure of the firm
- Vision and goals
- Focusing on employees rather than clients
- Tax Twitter: The decentralized water cooler
- Being popular on #TaxTwitter
- Big egos
- Being gay in the industry
- Shifting diversity and demographics in the industry
- Outsourcing
- Tax Software
- FreshBooks and change
- FreshBooks is so fresh, so easy
- FreshBooks is for small businesses
- Complexity in business nowadays
- Most important aspects of running a firm
- It’s the people
- AI Tax
- Client experience in the firm
- Wow-ing the client
- Shoutout to the listeners and advice to firm owners
- FreshBooks rap
All the Shoutouts:
The Digital CPA conference, FreshBooks Partner Meetups, PwC, Chase, Indeed, BDO Alliance, Jody Padar, Byron Patrick, CPA.CITP I CGMA, CCH Axcess, UltraTax, Ghost Systems, Trello, Notion, Blake Oliver, CPA, Eakmark, Xero, QuickBooks, Twyla Verhelst, CPA, Sage, TurboTax
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