197 Finding Kindness, Partners, and Limitless Opportunities in Accounting (feat. Alicyn McLeod, CPA)

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EPISODE 197

FACULTY: Alicyn McLeod, CPA

CLASS: #Shoperations

In this podcast episode, Scott engages in a conversation with Alicyn McLeod, founder of Atlanta Tax. The episode navigates through Alicyn's journey into the world of accounting, highlighting the impact of significant events like the recession, the rise of smartphones, and the emergence of cloud technology. Alicyn shares insights into her decision to start her own firm, the role of social networks in her professional growth, and the initiation of her podcast, Underwithheld. The discussion delves into the dynamics of building and managing a team, forming partnerships, addressing operational challenges, and leveraging tools and technology to enhance firm operations.

Shout Outs:

Trevor McCandless, Drake Tax Software, Adam Markowitz, Jason Statham of Realize

Chapters:

00:05:43 Introducing the Mother of Tax Twitter

00:07:29 Alicyn's Journey to Accounting

00:14:56 The Recession, Rise of the SmartPhone and the Cloud

00:20:52 Starting Her Own Firm

00:25:07 Impact of Social Networks

00:31:42 Starting a Podcast

00:35:01 Starting Up a Team

00:38:07 Partnership with Sarah

00:41:23 The Secret to a Good Partnership

00:43:51 Operational Difficulties

00:46:26 Tools and Technology

00:49:54 Partner Roles and Systems

00:54:18 New Firm Name Origin

00:58:37 No Emergencies in Accounting

01:02:03 Conclusion