Podcast appearances and mentions of twyla verhelst

Season 5 Episode 20 FACULTY: Nancy McClelland, CPA CLASS: #TheGuide TITLE: Teaching Bookkeepers and Tax Preparers to Communicate Better  In this podcast episode, Scott interviews Nancy McClelland, CPA, Owner of Nancy McClelland LLC, also known as The Dancing Accountant. The conversation covers the origin story of The Dancing Accountant, all the way to tax season in Mexico. They discuss the rivalry between bookkeepers and tax preparers, biases in the accounting profession, and dispelling perceptions versus the reality of being a professional. Origin of the DancingAccountant How Nancy became an Accountant The Bookkeeper and Tax Preparer Rivalry Challenges of Becoming a CPA Biases in the Profession Banding Together to Help Small Businesses Perception vs Reality: Not Being a Unicorn Compassion Tax Season in Mexico Shout Outs: Blake Oliver, Gaynor, Nayo Carter-Gray, John Garrett, Randy Crabtree, Twyla Verhelst, FreshPAC, DigitalCPA, Quickbooks Connect, SleeterCon, Bridging the Gap, NATP [00:02:09] Origin of the DancingAccountant [00:08:04] How Nancy became an Accountant [00:14:47] The Bookkeeper and Tax Preparer Rivalry [00:17:05] Challenges of Becoming a CPA [00:21:25] Biases in the Profession [00:25:32] Banding Together to Help Small Businesses [00:27:30] Perception vs Reality: Not Being a Unicorn [00:43:56] Compassion [00:56:26] Tax Season in Mexico --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Twyla Verhelst explains 'collaborative accounting.'With Seth FinebergAt Large for CPA TrendlinesFreshBooks is taking another step to evolve from being a cloud-based invoicing solution for gig workers to being more strongly considered a true accounting solution that accountants could use to collaborate with clients as their business needs evolve. MORE FINEBERG: Your Classic Business Model Won't Allow Growth |  Accounting Tech Decisions You Need to Make Today | You're Doing Email Wrong | When Live Events Fail | Who's in Control? You? Or Your Clients? | Time Management Rule #1 for Accountants MORE TECH: Major Websites Blocking Content from AI Crawlers | AI and the Future of Advisory | How Much a Data Breach Will Cost You – Directly and Indirectly | Strengthen Client Ties with Workflow Tools | The Art of Prompt Engineering for A.I. Accountants MORE VERHELST: Twyla Verhelst on How Firms Are Getting Creative to Compete  “We are definitely in this flow of evolving the platform to support accountants better," Twyla Verhelst, head of FreshBooks' accountant channel, tells CPA Trendlines' Seth Fineberg. "We now have an accountant hub, which we will continue to add to and a robust roadmap, one in which we're building from a place of [asking] accounting partners what do you need?” More show notes here: https://cpatrendlines.com/2023/10/18/twyla-verhelst-freshbooks-collaborative-accounting-will-freshbooks-finally-be-embraced-by-more-accountants/

Blake is joined by Twyla Verhelst, Head of Accountant Channel at FreshBooks, to discuss a groundbreaking concept in advisory known as "Collaborative Accounting." This innovative approach aims to enhance collaboration between accountants and clients by providing a platform for efficient financial management. They delve into various aspects of this new approach, including FreshBooks' certification program, dedicated support for accounting partners, and a community for accountants to exchange best practices and insights. Prepare to be inspired by the transformative power of Collaborative Accounting!SponsorFreshBooks - https://earmarkcpe.promo/freshbooksTo learn more about Collaborative Accounting and join the FreshBooks partner program, visit https://freshbooks.com/accountantsChapters (00:19) - Earn Free CPE (01:02) - Welcome Twyla Verhelst to the show (08:02) - How do you make advisory services efficient? (11:54) - What is "collaborative accounting"? (14:10) - Who are we collaborating with? (19:28) - Can you give us an example of this? (24:13) - How do we make the time for this when we're so busy helping with clients with other problems? (35:54) - Why clients are seeking financial advice elsewhere (39:36) - What is FreshBooks doing to help make collaborative advisory possible? (45:08) - FreshBooks has top-notch support (46:01) - Community partnership is a huge part of this (47:10) - Wrap up and where to learn more about FreshBooks (50:32) - Remember to Earn Free CPE by listening to this Episode Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Twyla VerhelstLinkedIn: https://www.linkedin.com/in/twylav/?originalSubdomain=caTwitter: https://twitter.com/TwylaVerhelstInstagram: https://www.instagram.com/thattwylagirl/?hl=enLearn more about FreshBooks: Website: https://www.freshbooks.com/Connect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Season 4 Episode 66 **recorded live in front of a YouTube audience** CLASS: #TechLabs FACULTY: Byron Patrick, Jason Staats, Brandon Bruce, Jared Smith TITLE: 2023 ABC Tournament Rap-Up Recap In this episode, Scott and Byron host the final battle between Jason Staats and Brandon and Jared from Uncat for the Accountant Bracket Challenge, ABC Tournament, aka March Appness. The contestants discuss their journey to the finals. Scott and Byron recall the making of the tournament and announce the winners of the Hawaii trip and the ABC tournament. Hear about Scott's exclusive Victory Rap Parody, the leaked Lazanis and Uncat files, while Brandon tells the story of the famous Felonious Slinky Paws picture in this exciting finish to the first-ever ABC March Appness Tournament! Scott Introduces the final contestants Scott and Byron recall how Uncat was the "Undercat" Jared shares his opinions on upcoming Excel features Jason Staats retells his journey to the finals and his interactions with Uncat before the tournament Scott and Byron talk about what the winner gets and how it was decided Jason recalls the nomination phase Jason talks about being a firm owner and content creator Jared lectures about cryptographically secure random numbers Hawaii Trip winner announced Other prize winners announced Winner of the ABC tournament announced Scott performs the Uncat Rap Scott talks about the making of the Uncat Rap Jason talks about the leaked Lezanus and Uncat files Brandon tells the story of the famous Felonious Slinky Paws picture Everyone gives final thoughts Shout Outs: Adam Slack, Ryan Lazanis, Blake, David, Cloud Accounting Podcast, Fin Daily, FreshBooks, Twyla Verhelst, Felonius Slinky Paws --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

Season 4 Episode 61 | In this episode of Accounting High, host Scott interviews Ms Smiles aka Alex Miles, a social media marketer and former employee of T-Sheets. Alex talks about her journey from high school pranks to her passion for social media marketing, and how she used her skills to connect with others and brighten their days. She also shares insights into the power of community, the importance of being authentic on social media, and the value of in-person meetups. Alex's infectious energy and positive attitude make this episode a must-listen for anyone looking to find their own passion and connect with others in the accounting industry. Interview: Alex shares the story behind her "Smiles" moniker She talks about the power of community building and the role social media plays in it Alex discusses her time at T-Sheets, including her involvement in the ABC Tournament and the T-Sheets raffle She also talks about meeting David Barrett and connecting with the Intuit community Alex shares her philosophy on social media, which includes being authentic and not judging others She also discusses her passion for comedy and making people laugh Finally, Alex talks about the importance of in-person meetups and getting help from and giving help to others Closing: Alex performs a rap Alex wraps us up by discussing the power of community and the importance of being yourself on social media. Shoutouts: FreshBooks, Hubdoc, Xero, MailChimp, QuickBooks, TSheets, Expensify, David Barrett, TurboTax, John Garrett, Misty Megia, Twyla Verhelst, CPA, Laura L. Lynn Ed D, MBA, MS, CFE, EA, Sherrell T. Martin, Slack, Ron Baker, Jason Staats, CPA, Terrell A Turner, CPA, Nikole Mackenzie, --- Send in a voice message: https://podcasters.spotify.com/pod/show/accountinghigh/message

With Liz FarrCreating the firm you want means you have to be intentional about it, said Twyla Verhelst, CPA. The head of Accountant Channel at FreshBooks and creator of Women in Accounting Mentorship said the first step is getting clear on your why, your firm's why and your team's why so you can approach growth more intentionally. More from CPA Trendlines here: https://cpatrendlines.com/category/podcast/She said CPAs should be asking, "Why is it that a particular goal appeals to you?" "Is that the right thing to be working toward now?" "What will you do to get there?"

Season 4 Episode 28 | 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 Twitter 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 --- Send in a voice message: https://anchor.fm/accountinghigh/message

Season 4 Episode 25 | Recorded November 30, 2022 Thank you to our Booster Partner, FreshBooks In this episode, Scott talks to Andrew Wall, CPA, CMA who shares his journey of going off on his own to pursue his vision. They discuss Andrew's background, including his experience studying sociology and technical college and his dad's vision for an accounting app. Andrew also talks about the early days of cloud technology and why accounting has been slow to adopt new tech. They also delve into building small communities and how companies should listen to their customers to improve their services. They wrap up the podcast by talking about the importance of connective tissue and how it plays a vital role in building a community. Caught in Canadian customs The art of chaos and Andrews Andrew in High school Sociology in College Technical College Dad's vision for an Accounting app The app hit a roadblock Going off on his own for the vision Taking over dad's firm Was accounting in the back of your mind? Back to school New technology Early days of cloud Why is accounting late to the tech game? Sports Being who you are Where is Andrew right now? Scott away from his firm ISO Cerftification Andrew's numbers Work ethics Andrew's media presence Vanity numbers and engagement Walking contradiction & Ambiverts & Coonferences Growing community and FreshBooks Companies listening to customers Flooded with apps and building small communities Connective tissue Wrapping up All the Shoutouts: FreshBooks, Accountex, Kellie Parks CPB, Xero, Intuit QuickBooks, Mike McDerment, Hubdoc, Relay, Shopify, Twyla Verhelst, CPA, Sage, Sandy Johns --- Send in a voice message: https://anchor.fm/accountinghigh/message

Season 4 Episode 21 | Recorded December 30, 2022 Thank you to our Booster Partners! AppStream powered by the GrowthLab Automate your firm. Save time. Add value. https://www.growthlabfinancial.com/automations-for-accountants Greetings Accounting High! Scotty's in the principal's office, and while he was in there he had an epic 3-hour conversation with Mr. Ron Baker. This conversation was broken up into two episodes for your listening enjoyment. In the 2nd part of our Principal's Office series, After a delightful performance from our rapping custodian to break up the conversation, we go deeper into the mind of Principal Baker. Scott and Ron take us on a journey through a range of topics that challenge the traditional view of education in accounting. They both reflect on how podcasting has transformed their lives and inspire you to find your own voice. They also discuss how rule-breakers are changing the future of the industry. Throughout the episode, they share their insights and lessons learned to help you become better accounting professionals. And as always, sit back, relax, and open your mind, because we're in the principal's office with Ron Baker. Previously in the Principal's Office Simple Tasks Giving up firms Licensing and Certifications Rule breakers Accounting High concept and Scott's pivot High school never ends Podcasting transforms the host Types of podcasting Podcast length Podcast updates Book reports Muppets in Moscow Villians heroes and art Authors, Rappers, and Lil Dicky Earmark and AH Faculty Helping others and Influence of Illegal Enterprises Helping the whole faculty with Earmark Getting others on the show CPE issues and alternatives Ron's podcast Disney Pixar, “I was wrong”, Changing your mind It's not all about Money Walking and getting inspiration Publishing Dr. House and music Philosopher by other names and positioning All the Shoutouts: Ron Baker's Times Up, Russ Roberts, Earmark, David Barrett, FreshBooks, Twyla Verhelst, CPA, Brené Brown, Intuit, The Soul of Enterprise, Mike Michalowicz --- Send in a voice message: https://anchor.fm/accountinghigh/message

Season 4 Episode 17 | Recorded December 30, 2022 Thank you to our Booster Partners! AppStream powered by the GrowthLab Automate your firm. Save time. Add value. https://www.growthlabfinancial.com/automations-for-accountants Greetings Accounting High! Scotty's in the principal's office, and while he was in there he had an epic 3-hour conversation with Mr. Ron Baker. This conversation was broken up into two episodes for your listening enjoyment. During our first session, after putting on his Tweed jacket and formally accepting the role of Principal at Accounting High, Scott and Ron discuss the evolution of accounting, fitness goals, accounting communities, infinite games, storytelling, comedy, and the future of the profession. And a delightful performance from our rapping custodian to break up the conversation, we go deeper into the mind of Principal Baker. And as always, sit back, relax, and open your mind, because we're in the principal's office with Ron Baker. Making changes in the industry After action reviews What is the future of Accounting? Professionals shouldn't be too busy Amazon and Apple Subscription Model and Customer relationships Scope of service Focus and Niche Finite and infinite games versus Ron Disney stories Rebranding Sons of CPAs and finding faculty for Accounting High Value Billing Pancakes of waffles? Pizza or calzone? Accounting communities Blake's stories Competition, niche, and generations Leaders and dreams Standing on the shoulder of giants Defending Ron's ideas Change is coming A big change in Scott's firm Big leap Time and rapping flow Ron's dream for a film Podcast and comedy Applications Audience and delivery Writing Greg Kyte's story and parodies Simple Tasks! All the Shoutouts: Ron Baker's Times Up, Amazon, Simon Sinek, Twyla Verhelst, CPA, Jason Ackerman, CPA, CFP®, CGMA, Edward Mendlowitz, Lorilyn Wilson, CPA, Barry Melancon, CPA, CGMA, Hulu, Netflix, Blake Oliver, CPA, James Ashford, Jason Staats, CPA, MBA, Jason M. Blumer, CPA, Paul Dunn, Richard Payne, Ryan Lazanis, CPA, Ed Kless, Tim Williams, Greg Kyte, CPA, --- Send in a voice message: https://anchor.fm/accountinghigh/message

Season 4 Episode 16 | Recorded February 1, 2023 VarsityTips is brought to you by LiveFlow Don't be tardy to the Coach Mackenzie party with Scott and Nikole, where they sit down and discuss a hot topic to get Niks' hot takes and tips. So lace up your sneaks and stretch out because of VarsityTips is now in session. Hitting the Charts OKR and The Tax Accountant's Anthem Tax Organizers and Typeforms and Tax Returns Asynchronicity ABC March Appness Update, Sponsers, and Raffle Prizes LiveFlow Accounting Salon AH Gazette Hubspot Chat GPT, write an SOP FinDaily Terrell Turner and YouTube Niks' YouTube Idea Spreading Your Wings If Scott had unlimited money… Managing Ambitious Employees More Chat GPT to get out of things Linkedin & GoProposal Podcast Therapy What's Next for Niks' Business Scott's Consulting CEO Value To Show up or to not show up Back to Liveflow Wrapping Up with RZA and Pushin P All the shoutouts: Nicholas Pasquarosa, Adam Markowitz, Logan Graf, Paul Glantz, CPA, Jason Ackerman, Calendly, Shane Sullivan, Twyla Verhelst, CPA, Ignition, Tallyfor, Spencer Christeck, David Barrett, Anita Koimur, Terrell Turner, LiveFlow, Keila Hill-Trawick, Drip, MailChimp, Karbon, ServiceHub, Hiver, Blake Oliver, CPA, Earmark, GoogleSheets, AppStream powered by GrowthLab Finance-as-a-Service, Jason Staats, Luke Templin, FinDaily, Xero, QuickBooks, Ashley Carroll, Expensify, Dan Gertrudes, Byron Patrick, GoProposal, Reza Hooda, Gusto --- Send in a voice message: https://anchor.fm/accountinghigh/message

Season 4 Episode 14 | Recorded January 24, 2023 Sponsored by AppStream powered by The GrowthLab Don't be tardy to the Coach Mackenzie party. That's right. You're listening to VarsityTips formerly known as NiksTips with Scott and Nikole, where they sit down and discuss a hot topic to get Nik's hot takes and tips. So lace up your sneaks and stretch out because of VarsityTips is now in session. ABC Appness Storytelling Colonoscopy and Spicy Foods Escapades and being away from the office GPAC, Park City, Denver, Being with friends Business people in Accounting Snowmobiles and sledding and music video Simple. Tasks. Rule. Everything. Around. Me. The CAS Angels Don't expect me to help Ambivert Scott Accepting help from others and Ops people Partnership in Scott's business Getting woke up by Niks Ideal partners and packing Improv class GPAC Amenities at Gusto Small businesses The Philippines Back to the Gusto Office Telling stories Grading the trips AppS.T.R.E.A.M. Rap All the shoutouts: Blake Oliver, CPA, Zachary Call, CPA, Ashley Carroll, Gusto, Roman Villard, CPA, Chris Williams, Marissa Jones, Marie Greene, CPA, Earmark, Kenji Kuramoto, Dan Luthi, Jacob Schroeder, CPA, Nicholas Pasquarosa, GrowthLab Finance-as-a-Service, Karbon, Matthew May, Twyla Verhelst, CPA, Greg Kyte, CPA, Paul Glantz, CPA, Christopher Leon, Byron Patrick, CPA.CITP I CGMA, Alex Miles, Ignition, The Back Room Outsourced Professionals, Leah Brite, Nayo Carter-Gray, EA MBA, Zapier, Amy Vetter, Michael Ly --- Send in a voice message: https://anchor.fm/accountinghigh/message

Season 4 Episode 11 | Recorded November 3, 2022 The Accountant Bracket Challenge aka ABC March Appness - nominate your top 5 accounting platforms today - text “ABC” to 33339 or enroll at bracket.accountinghigh.com Shoutout to, FreshBooks Greetings Accounting High! FreshBooks recently hit the road to meet up with some amazing people in the accounting industry at 4 awesome locations. At each location, Accounting High's rapping custodian got to sit down and chat a little with some really cool people. First up in Atlanta, Georgia, our host does a live recording with Sherrell T. Martin, Founder & CEO of Nitram Financial Solutions. In this episode, they discuss colors, branding, social media, running a firm, and all the software apps they play with in our space and how some of these appbs have been game-changing factors in the future of accounting. Sherrell also shares how she got into accounting and what drove her to start her own practice. So sit back, relax and open your mind because class is in session… on the road. 2 - Sherrell and Scott at the FreshBooks Partner Meetup in Atlanta 4 - Getting into accounting, the language of business 9 - They say people know all the languages when they're born 12 - Pros of starting out from a small firm 14 - Colors Shoutout to Michael Ly, Madeline Reeves, Fearless Foundry 19 - It wasn't enough and I got tired of working like that Shoutout to David Barrett 23 - 10 lessons in 10 years Shoutout to Xero, Intuit QuickBooks, FreshBooks 28 - What color kool-aid are you drinking? 31 - What app drew you in first? 37 - Introverts & Extroverts Shoutout to Nicole Davis, CPA, Kenji Kuramoto 43 - Apps & more Colors Shoutout to Twyla Verhelst, CPA, Hubdoc, Gusto, LastPass, Teamwork, Airtable 48 - Sherrell's hard numbers 50 - Rock the Books Online 56 - Rapping it up 61 - Bloopers --- Send in a voice message: https://anchor.fm/accountinghigh/message

#VarsityParty | Use Your FOMO for Good | 2022 Review Part 2 of 2 | #AppS.T.R.E.A.M. Season 4 Episode 6 | Recorded January 6, 2023 Put your party pants on because it's time for a #VarsityParty with the Queen and Kings of party FOMO. Your favorite Accounting High trio is back and reviewing the last half of their 2022. Kenji Nikole and Scott are here to ChatGPT all about their lessons learned throughout their busiest year of travel to date. From airports to conferences to the reason you probably shouldn't ever let Scotty order spicy food at a restaurant, this episode is sure to give you a good laugh. Join us for the party to find out what Kenji's favorite moment of the year was and why 2022 was Scott's best year of his life. So turn up the volume, fill up your cup and enjoy this #VarsityParty here at Accounting High. Kenji loves Part 1, go back and listen if you haven't yet Scott's Hard Numbers TriMerit's Unique CPA Live Podcast in Chicago Kenji+ New Orleans, XeroCon2022 FreshPAC in Toronto From FreshPAC to AcuityCon AppyCamp Deeper Weekend GustoNext Scotty Peaked FreshBooks Partner Meetup Atlanta FreshBooks Partner Meetup Portland Xero Roadshows ChatGPT Accountex Toronto What makes a good event? Platinum Sponsorship Subscriptions Vegas Baby Worrying, Delegation, and Trust AppS.T.R.E.A.M. (powered by the GrowthLab) Shoutouts James Ashford, Alan Colton, Randy Crabtree, Blake Oliver, Dawn Brolin, Josh Lance, Matthew May, Ashley Carroll, Expensify, Alex Miles, Twyla Verhelst, Mike McDermott, Misty Megia, Dan Gertrudes, AppStream, GrowthLab, Heather Satterly, Liz Scott, Intuit, Keeper, Ben Stein, Kenny Song, Dan Luthi, Byron Patrick, Jason Blumer, Thrieval, Nicole Davis, Will Lopez, Lorilyn Wilson, Kristen Keats, Sherrell Martin, Sarah Prevost, Tori McKee, Andrew Wall, Viviana Borz, Peter Wen, Tallyfor, Brian Streig, Paul Glantz --- Send in a voice message: https://anchor.fm/accountinghigh/message

Season 4 Episode 3 | Recorded September 2, 2022 Our Accounting High listener survey is right here https://bit.ly/3NRSAfD An episode that's surely worth capping off 2022. Jason Staats, CPA, MBA and Scott (Lil Toddler) Scarano gives us another great talk about everything big and small, and I mean EVERYTHING! Career? Business? Family? Purpose? Contents? Hobbies? You name it. This lengthy episode is no short of topics that'll make you ponder on the things that you've done, how far you've reached, and how much more you can accomplish. From all of us here at Accounting High, Wishing y'all a happy new year! 0 - Previously on #StaatSnacks 4 - The Accounting Celebs Shoutout to Jody Grunden, CPA, Ron Baker, Blake Oliver, CPA, David Barrett 11 - Getting into Vlogs Shoutout to Xero's XeroCon 16 - Attention from others 23 - How do I leave the space for doing all the things I wanna do with them (my kids)? 26 - Our different universes 31 - Get yourself out of the little bubble 38 - Shilling season with Jason Shoutout to Simon Sinek's Infinite Game, Ryan Lazanis, CPA 44 - The old & new context of rivals 47 - It takes a level of confidence to be able to be vulnerable 53 - Jason goes podcasting Shoutout to Gusto, Chad Davis 60 - Storytelling Shoutout to Edward Mendlowitz 64 - It's not because I want to compete, I just want to have a bigger impact Shoutout to Earmark 71 - Rapping and Podcasting Shoutout to Drew Carrick, Twyla Verhelst, CPA 77 - Fears Shoutout to Jason Ackerman, CPA, CFP®, CGMA 82 - Kids love routine, but they don't like authority Shoutout to Joshua Lance, CPA, CGMA 88 - You can only grow one thing effectively at a time 92 - Building a creative empire 97 - Money = Time + Freedom 103 - Accounting High's freshman year Shoutout to Madeline Reeves 107 - I'm bridging all of these different parts of my life into one thing that I could enjoy doing 110 - Wrapping and Rapping up --- Send in a voice message: https://anchor.fm/accountinghigh/message

Season 3 Episode 20 | Recorded July 19, 2022 for more on Justworks check out justworks.com/partners #NiksTips on PE A fitter you is a better you! Scott and Niks share their tips on Physical activities and exercises to help us be fit and stay fit. Is there even time to workout on our busy days? And how can you workout when there isn't even enough hours in a day? Listen in as our hosts share their secrets on how they were able to keep fitness in check despite their busy schedules. 1 - Ready for our PE class? Shoutout to James Ashford, Peloton 3 - The challenge in the real world: Do we have time left for exercise? 6 - Niks's efforts to workout while working 11 - Scott's style and teaching PE Shoutout to Glen Cordoza and Kelly Starrett's Becoming a Supple Leopard 14 - The secrets to fitting fitness into your life Shoutout to Twyla Verhelst, CPA 18 - Tracking physical activities at the office and having a fitness stipend Shoutout to PeopleKeep 21 - Home workout tips and essentials Shoutout to Les Mills International 26 - Learning from Youtube and Sex Ed 30 - Mastering portion control and eating right 36 - Drinking? Be sure it doesn't inhibit you 37 - Sleeping right is the key 44 - Don't leave your workouts when traveling Shoutout to Kenji Kuramoto 47 - Start ‘em young: Teaching our kids to be fit --- Send in a voice message: https://anchor.fm/accountinghigh/message

Season 3 Episode 18 | Recorded May 27, 2022 A Fresh Book Report @ Accounting High with Scotty Scarano and Twyla Verhelst, CPA Today's Book Report is on Ego is the Enemy by Ryan Holiday Ever felt like you're the king of the world? Or like you're carrying the world on your shoulders? When was the last time you felt like you won? Or the last time you felt like you lost? What and who got you there? Our Ego, if left unchecked, clouds our vision and prevents us from reaching greater heights. It affects us not just in moments of success but in our failures as well. Do you have too much pride to ask for help? Look in the mirror and gauge yourself. Listen in as Scott and Twyla attempt to defeat their greatest enemies, themselves. 4 - Your biggest enemy is yourself and you're more likely to be what gets in the way than anything else 7 - The three components: Aspire, Success, and Failure Shoutout to Atomic Habits by James Clear, The Infinite Game by Simon Sinek 8 - Aspire: losing touch with reality and letting your pride block what's in front of you Shoutout to Frank Shamrock 10 - Find your Plus, Minus, and Equals in life and in business Shoutout to Catherine Graham, Angela Merkel 15 - You get confidence, but if you're not careful, it takes you too far 17 - Once you taste that success and you feel like you know it all… That's gonna lead to failure 20 - Beware of the disease of me Shoutout to Pat Riley, Steve Jobs, Kanye West 22 - A lot of awareness and intention is required to keep us from becoming our own barriers 25 - A monk is separate from all and in harmony with all 27 - Failure: being defined by your success that you can't even define yourself when you fail 36 - Was it them? Was it me? Or is it the circumstances that got us here? 37 - Every step of the way, Ego is the Enemy 39 - We may think that we're never equipped to get there, but there are definitely people like you that have gotten there and even past that Shoutout to Kenji Kuramoto, Nikole Mackenzie, CPA --- Send in a voice message: https://anchor.fm/accountinghigh/message

#FreshBookReports @ Accounting High (the miniseries) Recorded May 22, 2022 Still, with us today is Twyla Verhelst, CPA. Twyla is the distinguished director of the Accountant Channel and the FreshBooks Accounting Partner Program Leader. She supports and empowers other accounting professionals as they help small businesses flourish. Thank you to our sponsor, Freshbooks! Part 3 of 3 Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear. Scott and Twlya conclude this mini-series by giving us their final take on the book. What are our key takeaways? How can we get back our lost identities or gain new ones? Finding that delicate balance as we muddle through everything. Come ride along as we finish this ride and get prepared for what else might come 0 - Don't judge a book by its cover, or should we? 3 - Our genes (genetics) are related to our habits 5 - Identify yourself and know what'll work for you 7 - CBE: Career Best Efforts, the real little things that compound over time 10 - When you can't win by being better, you can win by being different Shoutout to Scott Adams, Zachary Call, CPA, Mike Michalowicz 13 - Measure what matters and improve on that 14 - Peak motivation: How do we get there? 17 - Finding the balance in getting there and not losing yourself Shoutout to Ron Baker 18 - Who knew sparkling water gives you variable rewards? 21 - We got your accounting and we're not gonna judge, Accounting Vice! Shoutout to David Leary 22 - The downside of creating good habits 25 - Autopilot: not being as mindful or aware of your habits and how it becomes boredom 26 - Advantages of having an accountability buddy 30 - There's always light at the end of the tunnel Shoutout to Nikole Mackenzie, CPA 32 - Why this book is being reread and how it's been an instrument to reset or to check-in 35 - Success is not a goal to reach or a finish line to cross 36 - Lack of self-awareness is poison 39 - Self-control is difficult because it's not satisfying 41 - Being curious is better than being smart 42 - Your actions reveal how badly you want something 45 - We can only be rational and logical after we have been emotional 48 - Capping of this mini-series, we hear what are Scott and Twyla's final thoughts on it. Shoutout to Kenji Kuramoto 52 - We'll grow into AccountingLife 55 - Be careful with control 57 - Is Atomic Habits worth a 5-star rating? --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Season 3 BONUS | Recorded March 22, 2022 Welcome to the resurrection of the #5minLy We're back for another chat and your regular dose of quick-and-easy information. Today, our hosts go through the 7 micro habits to be a better leader. Although short compared to our usual episodes, this ain't short on helpful tips on how we can better mange our firm and our employees. Listen in for more… #5minLy is co-hosted by Michael Ly, an accounting and fintech entrepreneur whose exposure to the startup accounting ecosystems has given him insights into the opportunities around the data sitting in accounting systems 7 micro habits that'll help you become a better leader at your firm Champion your employees' professional development Be present in the moment Create a periodic performance review, and follow it up Be a coach Be a human Be honest Share the praise and encourage others to do the same Shoutout to Twyla Verhelst, CPA Karbon Earmark Xero Nikole Mackenzie, CPA Chewy --- Send in a voice message: https://anchor.fm/sonsofcpas/message

#FreshBookReports @ Accounting High (the miniseries) Recorded March 4, 2022 Back with us today is Twyla Verhelst, CPA. Twyla is the distinguished director and leader of the FreshBooks Accounting Partner Program. She supports and empowers other accounting professionals as they help small businesses flourish. Thank you to our sponsor of this miniseries, Freshbooks! Atomic Habits for Accountants Part 2 of 3 Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear. Whether you've read the book or you haven't, this series of episodes will definitely open you up as to why it has been a favorite among our peers. Scott and Twyla give us an in depth look at what the four laws of behavioral change are and how we can use these laws to make or break our habits. Let's hear how they applied these laws in their professional and personal affairs. Shoutout Dhruv & Vimal (vic) Bava, CPA 4 It's a great book, an easy read. It's something that changes based on your perspective and worldview at the time Shoutout James Clear 8 1st law of behavioral change: Make It Obvious (Make It Invisible) 9 Scott shares a personal shift that he did in breaking a bad habit 12 Travel season: How can we keep up with our habits as we move away from our usual spaces 14 2nd law of behavioral change: Make it Attractive (Make It Unattractive) 15 Good habits can be very difficult to keep up with in the short-term 16 Ensuring that you do the things that are working towards your future self and where you're going 18 Making “rewards” work towards our habit building Shoutout to LuluLemon & MeetUp 21 3rd law of behavioral change: Make It Easy (Make It Difficult) 23 When a habit get easy and it gets automatic, that's when it gets Atomic 27 It's finding the time for that action and making that action easier and automated 31 Make the bad habits difficult 34 4th law of behavioral change: Make It Satisfying (Make It Unsatisfying) 35 What is rewarded is repeated 36 Habit tracking is part of the rewards. It's obvious, attractive, and satisfying. 39 What should we track? Scott gives us an example of how tracking habits became beneficial to his accounting firm 42 It's better to do less than you hoped than to do nothing at all 44 Scott and Twyla wrap up the 2nd part of this series with the 4 laws of behavioral change, building good habits and breaking bad habits as follows: Building Good; make it obvious, attractive, easy, and satisfying Breaking Bad; making it invisible, unattractive, difficult, and unsatisfying --- Send in a voice message: https://anchor.fm/sonsofcpas/message

#FreshBookReports @ Accounting High (the miniseries) - Episode 1 | Recorded March 4, 2022 Sponsored by Freshbooks Please welcome our newest faculty member at Accounting High, Twyla Verhelst, CPA Twyla is the distinguished director of the Accountant Channel and leader of the FreshBooks Accounting Partner Program. She supports and empowers other accounting professionals as they help small businesses flourish. Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear. Whether you've read the book or you haven't, this series of episodes will definitely open you up as to why it has been a favorite among our peers. Hosted by Scott Scarano, we get to hear from him and Twyla about how it impacted them in their practice and life, in general. Atomic Habits for Accountants Part 1 of 3 2 This is a fresh take on a fresh book Shoutout Freshbooks 3 The accounting profession is full of people who are constantly looking for opportunities to improve and we're no different Shoutout James Clear 6 I believe that you get what you need from a book at the time you read it, and some books are worthy of reading multiple times, for those books you are often rewarded in different ways each time you're readying them. 8 Scott's dilemma, he's either all in on something or I'm all out of it, never in the middle 12 Every action you take is a vote for the type of person you wish to become 13 Systems and goals: If you're focusing on the systems and processes then you're more likely to achieve your goals. 16 You do not rise to the level of your goals. You fall to the level of your systems 21 When habits become automatic you may start to see some BIG shifts in your life, but it's a buildup of A LOT of the LITTLE things Shoutout Eminem & Michael Jordan 23 Automatic and Automation: How they impact your profitability 26 Habits reduce cognitive load and free up mental capacity by making the fundamentals of life easier, you can create the mental space needed for free thinking and creativity 29 If you don't have to make a choice, you have a much better time with all of the other things, especially the big things 31 Self-talk: How it can help you become the person you want to be 34 When everybody becomes your friend, then you learn so much more 37 Becoming the person that you want to be, starts with changing the person that you are 38 Let's hear how the Feedback Loop worked for Scott and his firm 40 Twyla talks about her Video Per Day Experiment #vpdexperiment 42 Scott and Twyla wrap up the first part of this miniseries, stay tuned for the next episode! --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Twyla Verhelst, the leader of the FreshBooks Accounting Partner Program talks about how firms can leverage new technologies to improve their client experience.

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.Together they discuss: How Twyla started with accounting (1:00) The beginning of Twyla's entrepreneurial journey (3:00) The start of working with FreshBooks (4:30) Working with a local company (6:50)  Where Canada is on the advisory journey (8:00) Accounting cloud technology taking over (10:00) How COVID-19 accelerated technology (12:00) Reactive vs. proactive approach to technology (13:00) Shortage of young professionals in the industry (16:00) The evolution of the accounting profession (18:30) The role of influence by loved ones in pursuing a career in accounting (22:00) Twyla's diversity efforts at FreshBooks (24:20) Running marathons (28:40) Similarities between running a business and a marathon (31:00) Twyla's passion projects this year (35:00) Listening and inspiring people in the industry (37:30)

Accounting Conference Season 2022 is in full force, and our hosts are certainly well qualified in that arena, as of early June our hosts have been to a combined total of 18 different accounting conferences... aka partying Thank you to our wonderful sponsor, LiveFlow, and get 20% off for 3 months with promo code SONS Check em out at liveflow.io/sons Life is just one big party, if you approach it with style and grace… Today we're pleased to participate in this podcast with our pal Kenji Kuramoto in another plus version of NiksTips Shout out to Ryan Lazanis and Heather Smith There's a silent majority of people out there that don't particularly like conferences and we're here to shine some light on the benefits of going to some of these events, especially with XeroCon 2022 on the horizon in NOLA Shout out to Earmark and Blake Oliver Shout out to Shelly Lingor, Will Lopez, Jamie Shulman and Jamie McDonald Shout out to Amanda Aguillard and Dave Emmerman NiksTips When you sign up for a conference create a “burner” email Shout out to Josh Lance at Ignition and Twyla Verhelst at FreshBooks Shout out to Justin Hatch at Reach Reporting and Will Lopez at Gusto and Scott Scharf and Patti Scharf, Keri Gohman, Steve Vamos, Matthew May, Nicole Davis, Jason Ackerman, Greg Kyte Check out AccountingConferences.com shout out to David Leary Thank you listeners for making it this far. We appreciate you. Please leave us a review Apple Podcasts because 60% of you are listening on Apple. So please go on there and write something. And I promise you, I will read it. if you want Nikole to read it, she will, or if you want Kenji to read it, he'll come on another “Plus” one. Yeah, definitely make sure to add in the comment who you want to read this, putting the comment who you want to read this out loud, and you can say any single thing you want. We will say it on air. (Only if you leave a five star, if you leave a four star review we're going to leave a few words off) Thank you listeners we love you. And tap 5 stars if you're on Spotify! --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Rory is joined by Will Hill of Will Hill Consults to talk with Twyla Verhelst, Head of Accountant Chanel at FreshBooks about advisory, community, and work-life balance. Discover why Twyla believes "Intentionality" is so important and how firms can start thinking strategically about their future. She shares her thoughts on the profession having a "Reconciling Moment" and how firms can address issues such as embracing technology, changing up services, and staffing. Twyla talks about her Women in Accounting platform and how she is helping women through mentorship and community. How can firms move from being reactive to proactive? Do you want to know Twyla's definition of Advisory? Find out the answers to these questions and more in this latest episode.

Season 2 Episode 14 | Recorded January 3, 2022 Shout out to our sponsors; Clockwork.ai and Botkeeper Alright, alright, alright ... This week, we're talking to the Matthew McConaughey of Accounting, it's Byron Patrick, CPA. Byron's career started with a cool-ass high-school accounting teacher shout out to HeimLantz CPA, F. Carter Heim and Thomas J. Lantz Byron has branded himself, literally, with a CPA tattoo You can't talk about the Maryland Association of CPAs without talking about Tom Hood, and the AICPA, and Kimberly Ellison-Taylor and Anoop N. Mehta, CPA, CGMA Shout out to all of our listeners in Washington, VA ... we love you. Hiring TIP – It's not the question; it's the person answering it! The benefits of hanging out in the hallway (or being an industry rat) Simplified Innovations was the Citrix partner of the year; as Byron puts it, a Great f&%king company, but bad biz partner decision Woulda, shoulda, coulda – the things Byron would do differently with a second chance... and The Botkeeper experience, Shout out to Jody Padar, and Enrico Palmerino! and all the rest of the apps and people shout outs; Scott Scharf, Spark Hire, CCH ProSystem, Lacerte, QuickBooks, Right Networks, Brannon Poe, Liz Mason, Xero, Relay, Pilot, Bill.com, Expensify, FloQast Studios, PBC, Twyla Verhelst, Ed Mendlowitz, Gusto, FieldGuide, Jin Chang, and Marc Montpas --- Send in a voice message: https://anchor.fm/sonsofcpas/message

Sign up to get free CPE for listening to this podcast:https://earmarkcpe.comDownload the Earmark CPE App: Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appGuestsAndrea MacDonald, CPA: https://www.linkedin.com/in/andrea-macdonald-cpa-mba-4704042bOwner, Pro Tax & Accounting | Accredited Business Intermediary | Fractional Chief Financial Officer for Spike's K9 FundLearn more about Andrea's firm, Pro Tax & Accounting:Official website: https://protaxllcva.com/about/Twyla Verhelst, CPA: https://www.linkedin.com/in/twylav/Head of FreshBooks Accountant Channel & Leader of the Accounting Partner Program | Creator of the Women in Accounting Mentorship ProgramLearn more about the Women in Accounting Mentorship Program: Official Website: https://www.womeninaccounting.online/Connect with Blake Oliver, CPALinkedin: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

The Fresh Princess…in the Cloud since 2003 (feat. Twyla Verhelst, CPA) Episode #27 Twyla Verhelst, CPA | Founder of Helm and Head of Accounting Community at FreshBooks and the founder of the Women in Accounting Hub - www.womeninaccounting.online Calgary, Alberta Canada Recorded September 7, 2021 ***shout out to our sponsor Tallyfor*** ***shout out to our sponsor Practice Ignition*** 2 outlets through COVID ***shout out to Acuity CFO Online Bookkeeping Accounting and Business Tax and Drink While You Think*** 6 USA vs Canada, the North American race to STOP using checks 9 Where Accounting and Technology collide… 11 Becoming a Software Entrepreneur Accountant… ***shout out to our sponsor Tallyfor*** 17 Twyla's first Ethics/Integrity TEST 18 Starting, growing, and selling businesses… 19 The Birth of Helm | Cash Flow App… 20 The Birth of the Fresh Princess aka Head of Accounting Relationships at FreshBooks 25 Twyla, what's your North Star? 27 Ackerman's FreshBooks story ***shout out to Mike McDerment*** ***shout out to our sponsor Practice Ignition*** 33 FreshBooks was ahead of it's time… in the cloud since 2003 35 There's room for a 3rd player in the Cloud Accounting GL space… 41 Creating a client experience that your client can't live without 46 Setting our clients up for success 48 Staying in your lane and widening the shoulders… 50 Why is there so much accounting tech coming straight outta Canada? 53 Stepping away from your firm and going deeper in the software biz to become closer to the Accounting Community 59 Give us one piece of advice to share with accounting firm owners… ***shout out to Kenji Kuramoto*** ***shout out to all women in accounting*** www.freshbooks.com/accountants --- Send in a voice message: https://anchor.fm/sonsofcpas/message

SponsorThank you to our sponsor, FreshBooks! Learn more at https://www.freshbooks.com/accountantsGuestsKristen Keats, CPA: https://www.linkedin.com/in/kristenkeats/Owner, Sherwood Tax & Accounting, Founder and Chief Executive Officer at Breakaway Bookkeeping & AdvisingTwyla Verhelst, CPA: https://www.linkedin.com/in/twylav/Head of FreshBooks Accountant Channel & Leader of the Accounting Partner Program | Creator of the Women in Accounting Mentorship Program

Leader of the Accounting Professionals Program at FreshBooks. Show notes: https://www.markgraban.com/mistake73 My guest for Episode #73 of the My Favorite Mistake podcast is Twyla Verhelst. She lives and breathes accounting. As a CPA, tech entrepreneur, and now leader of the Accounting Professionals Program at FreshBooks, she's working to empower accounting professionals with the tools they need to thrive, as well as helping them discover their most valuable tool — their authentic self. In this episode, Twyla talks about her “favorite mistake” — a past episode of burnout and what she learned that allows her to prevent things from getting as bad when she detects signs of burnout starting to appear. Questions and topics include: What caused her burnout? Why was a 7-day silent retreat helpful to her? What does it mean to be your “authentic self”? As an accountant, an introvert, she had created a representation of herself… speaking up, doing things she decided “weren't her” Being authentic vs. getting out of your comfort zone?? Where is the balance? Being a mentor to women in accounting and entrepreneurship arenas… Is the name “Twyla” more popular after the show “Schitt's Creek” aired? Find Twyla on Instagram, Twitter, and LinkedIn --- Support this podcast: https://anchor.fm/favorite-mistake/support

Twyla Verhelst joins us to chat about how accounting leaders can adopt an entrepreneurial mindset to their work, and how to elevate themselves to become better business partners to the organizations they work for. In addition, Twyla provides some great tips to deal with change management and automation issues, and how to overcome them.

Despite their vast financial expertise, accountants are often regarded as seemingly untouchable figures that only talk in complicated jargon. For Twyla Verhelst, it is high time for accountants to become irreplaceable individuals within the business structure and not just mere expendable investments. Sitting down with Michelle Weinstein, she breaks down the most important factors every accountant must learn to forge a more effective and working relationship with business owners. This way, they can become not only silent guardians of cashflow but key players who can also help plan for the future. Twyla also underlines the importance of why accountants must revisit and reinvent their practices, veering away from the traditional and embracing a more progressive approach. Love the show? Subscribe, rate, review, and share! Here's How » Join the Abundant Accountant Community today: theabundantaccountant.com LinkedIn Twitter Instagram Facebook YouTube

Every female CPA has a story and every entrepreneur has one as well. This week I had the pleasure of interviewing Twyla Verhelst, CPA. Twyla is the head of Freshbooks Account Channel and the leader of the Accounting Professionals program with Freshbooks. She was recognized as one of the Top 50 Women in Accounting. Twyla is known for leading the charge when it comes to advocacy, change and community. She is an experienced CPA and a tech entrepreneur with a passion for helping women build their confidence. This week on The CPA MOMS Podcast Twyla and I discuss her accountant and entrepreneur journey as well as what it means to be a progressive accountant.

Twyla Verhelst joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.  As you would expect, we discussed FreshBooks and how that accounting solution has expanded in recent years, but we also cover Twyla's earlier career history as well.  Twyla has had an amazing journey, spanning typical accounting roles, to starting several businesses, to founding a charitable endeavor, to her role now with FreshBooks.  It truly is an amazing journey. I confess that I typically thought of FreshBooks as a micro-business solution for solo-preneurs.  However, I was mistaken.  Make sure you listen all the way to the end on this episode.  Twyla gives us a great overview of the platform changes they have made in recent years, and how that has enabled them to handle much larger enterprises in the small & mid-market space. If you enjoy a story of entrepreneurism, you will love this episode as well.  Twyla co-founded a cloud accounting company, a software application company, a charitable organization, and even a mortgage company early in her career.  She definitely has an entrepreneurial streak. Once you listen to this episode, if you would like more episodes on similar topics, make sure you check out:  Mike Whitmire and Amanda Aguillard To listen in on this episode, please use the player below.

So much goes into founding and running a company. You have to consider everything from picking the right co-founder (if you go that route), to how to scale your team, all while trying to grow and maintain confidence in yourself and your business. While entrepreneurship can be a rewarding road, that doesn't necessarily mean it is an easy one. Twyla Verhelst is no stranger to any of this. As the co-founder of Helm and an original co-founder of an accounting firm called Twenty Eighty, and more recently the founder of a brand new non-profit focused on empowering women and girls who have the gift of autism called empowering Tana, she knows quite a bit about leading and being an entrepreneur. In this episode, she shares all her top tips on leadership and entrepreneurship, including the surprising way she cultivated her own self confidence. After recording this episode, Twyla has gone on to join FreshBooks as the Head of the Accountant Channel, where she is now lending her skills & experience scaling a successful firm to supporting accountants around the world build more collaborative accounting modelsTo learn more about Twyla you can follow her on Twitter, Facebook, or LinkedIn, and you can also check out Helm and the new FreshBooks Accounting Professional Program.The Finding Fearless Podcasts primary purpose is to highlight female entrepreneurs' voices. This has been a Fearless Foundry production. All audio is recorded and owned by Fearless Foundry.

Unlocking cash flow through automation and apps with Twyla Verhelst