062 The Grandma of Cloud Accounting (feat. Rachel Fisch)

Episode 62 | Recorded March 7, 2022



Guest: Rachel Fisch



Hosts: Jason Ackerman, CPA & Scott Scarano, EA



Sponsor: Dark Horse CPAs - visit abetterway.cpa to learn more



Welcome! Our guest today is the one, only and always Rachel Fisch. Rachel has over 20 years of experience in bookkeeping and accounting, with a number of those years running her own practice. She previously served as National Bookkeeping Lead for Deloitte and most recently was the Accountants Group Leader for Sage. She is also a dynamic speaker, and accounting vanguard, and presents at prestigious international conferences.








3 How Rachel got into accounting? Not intentionally ...?



Shout out to Liz Mason and High Rock Accounting



5 The accounting trajectory



Shout out to Winnipeg, Fisch Financial and FischBooks, AND FreshBooks



8 On NOT being lazy



Shout out to John Garrett and Green Apple Slices



11 Best part of connecting with other accountants?



Shout out to Accounting Salon



12 Mother Stories – Raising Adolescents



14 Rachel knows EV-ER-Y-BOD-Y!



Shout out to Sage, QB, and Xero



16 The role at High Rock and in accounting – moving people forward



17 What challenges?



19 The Holy Grails of accounting



Shout out to Hubdoc and Relay



21 Tax accounting in Canada



Shout out to TaxCycle, Canada Revenue Agency



24 The implosion of a firm



Shout out to the QuickBooks Training, QuickBooks Desktop, Peachtree, and Sage 50, Deloitte



30 Big Four bookkeeping foibles and mindset adjustments



Shout out to MNP



34 Some woulda-coulda-shouldas when you’re being bought out



37 Spiraling up (and down) at Sage and landing at High Rock



Shout out to Jay Kimmelman and Digital CPA, and Megan Tarnow, and Mobius



42 From both sides now ... balancing user feedback and product dev



45 Build, buy or partner?



46 High points of High Rocking



49 Scott Unchaperoned – What Sesame Street character would you be?



Shout out to Grover, Big Bird, and The Count



51 What chess piece are you? (Rachel = Knight)



54 On being remembered ...



Shout out to Liz Mason, Megan Tarnow, Chris Geno, and anyone who doesn’t know #TaxTwitter



62 Hackathon Talk



Shout out to Earmark Accounting Podcast, Blake Oliver, David Leary, Peter Wen



64 Visions of a successful year



Shout out to Rebel Rock Accounting



Connect with Rachel:



LinkedIn: https://www.linkedin.com/in/rachelfisch/



Twitter: https://twitter.com/Fischbooks

Скачать видео