Our EOS Experience: What 7 Months Taught Us

Episodios

Is There Such Thing As "The Perfect Comp Plan"❓
20 may· Drink While You Think🍺
In this episode of Drink While You Think, Kenji & Matthew share a beer and talk compensation plans, trying to answer the question: is there such thing as the perfect compensation plan??

Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Why Compensation Plans Are So Tricky (06:00)
👉 Personalizing Plans (11:58)
👉 Where We Struggle At Acuity (13:45)
👉 Correlation Between Rates & Total Comp (15:23)
👉 How To Comp People For Value (18:00)
👉 Minimum Salary Of $75,000 (20:34)
👉 Execution Is A Super Challenge (24:12)
👉 Matthew Used To Be Very Driven By Comp… (28:23)
👉 Improving Our Communication (32:56)
👉 Untappd Beer Rankings (35:28)

🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Elsewhere Brewing / Lady Brett.
https://untappd.com/b/elsewhere-brewing-lady-brett/4556624
— MATTHEW is drinking New Realm Brewing Co. / Hazy Like a Fox.
https://newrealmbrewing.com/beer/hazy-like-a-fox-ipa/

➡️ THIS WEEK'S SPONSOR ⬅️
ADP – https://acuity.co/adp-and-acuity/
(And also Woodford Reserve 😉)

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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When Does It Make Sense To Specialize A Role?
6 may· Drink While You Think🍺
In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about job responsibilities – when to create specialized roles, when you should rethink roles, and when you might want to consider combining roles in your company.

Tune in for…
👉 Welcome! (00:00)
👉 This Week’s Topics and Beers (00:05)
👉 Rethinking Roles (04:40)
👉 The "Player-Coach" Roles (05:53)
👉 The Onboarding Function (08:37)
👉 The Concept of "Losing Your Game" (10:49)
👉 The Sales Function (13:18)
👉 Specialization Vs. Simplification (15:24)
👉 Who Leads Your Verticals? (19:41)
👉 Giving Resources To Team Members (24:27)
👉 Roles That Go Well Together (25:53)
👉 The Benefits Of A Tech Stack Team (30:44)
👉 Untappd Beer Rankings (32:31)

🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Creature Comforts Brewing Co. / Bibo.
https://creaturecomfortsbeer.com/beers/bibo/
— MATTHEW is drinking Cigar City Brewing / Theoretical Jam.
https://www.cigarcitybrewing.com/beer/theoretical-jam/

➡️ THIS WEEK'S SPONSOR ⬅️
BILL: https://acuity.co/bill-and-acuity/

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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What It's Like To Sell Into Accounting Firms, ft. Ben Stein of Keeper
15 abr· Drink While You Think🍺
In this episode of Drink While You Think, Kenji & Matthew share a beer with returning guest, Ben Stein, co-founder and CEO of Keeper!

Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Least Favorite Part Of Selling Into Accountants (04:17)
👉 Problems As $3M Firm Versus $10M Firm (09:35)
👉 The Expectation For SaaS Company Metrics (15:57)
👉 Keeper’s Customer Acquisition Strategy (18:53)
👉 How Non-Technical Founders Assess Their Tech (23:01)
👉 Tips For Firm Owners Choosing Tech (29:46)
👉 When Customers Set Expectations (35:03)
👉 Big Drivers Of Variable Comp (38:03)
👉 What Does Churn Look Like For Firms? (41:58)
👉 Acuity’s Six Data Points On Clients (48:02)
👉 Untappd Beer Rankings (52:18)

🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Murphy’s Irish Stout.
https://www.murphys.com
— MATTHEW is drinking Marz Community Brewing Co. / Jungle Boogie
https://marz.beer/beer/jungle-boogie/
— BEN is drinking water :)

➡️ THIS WEEK'S SPONSOR ⬅️
Keeper 🥳

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
Ben Stein: @ben_stein, https://www.linkedin.com/in/benfstein/
Keeper: @keeper_hq, https://www.linkedin.com/company/keeperhq/
VerifyiQ: @VERIFYiQ, https://www.linkedin.com/company/verifyiq/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Meaningful Milestones And Memorable Moments At Acuity
27 mar· Drink While You Think🍺
In this episode of Drink While You Think, Kenji & Matthew share a beer and talk about meaningful milestones and memorable moments throughout the years at Acuity.

Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Hiring Our First Employee (05:08)
👉 Spanx Becomes Acuity’s Client (08:58)
👉 Kenji Buys His First Partner Out (12:15)
👉 Matthew Buys Half Of Acuity(13:14)
👉 The Million-Dollar Milestones (16:00)
👉 When We Started Seeing Bookkeeping Take Off (17:00)
👉 When Payroll Was Bigger Than We Could Float (19:48)
👉 Biggest Client That Ever Stiffed Us (21:10)
👉 When Kenji & Matthew Stopped Billing (22:55)
👉 Our Sales Team Closing Deals (24:40)
👉 Becoming “Accounting Famous” (26:09)
👉 Milestones In Team Members’ Lives (27:52)
👉 Merging With Catching Clouds (29:59)
👉 Our First Philippines Trip (32:00)
👉 Growing AcuityCon With Tech Partners (32:35)
👉 20th Anniversary of Acuity @ Bridging The Gap (35:06)
👉 Untappd Beer Rankings (37:08)

🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking SweetWater Brewing Company / Gummies Fruit Punch IIPA.
https://www.sweetwaterbrew.com/brews/gummies-fruit-punch-iipa/
— MATTHEW is drinking 4 Noses Brewing Company / Flatiron Fog.
https://www.4nosesbrewing.com/flatiron-fog

➡️ THIS WEEK'S SPONSOR ⬅️
VerifyiQ: https://verifyiq.co

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Recruiting In Accounting With Roman Villard
28 feb· Drink While You Think🍺
In this episode of Drink While You Think, Kenji shares a beer with special guest Roman Villard, founder of Full Send Finance, and dives into recruiting efforts in the accounting industry right now.
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 The Story Behind Full Send (03:18)
👉 It’s A Hard Time To Recruit (05:27)
👉 How Full Send Started Recruiting (06:37)
👉 Finding The Right Candidate (12:37)
👉 Taking A Closer Look At Requirements (19:57)
👉 Acuity’s Job Listings (24:46)
👉 Full Send’s Approach To Screening & Interviewing (26:09)
👉 The Hiring Pipeline: “Clear Is Kind” (30:18)
👉 Being Transparent About Compensation (34:30)
👉 What It Looks Like To Recruit A Partner (37:53)
👉 Untappd Beer Rankings (48:25)
👉 Where You Can Connect With Roman + Full Send (50:31)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking 4 Noses Brewing Company / Flatiron Fog.
https://www.4nosesbrewing.com/flatiron-fog
— ROMAN is drinking Mission Brewing / Waves of Haze.
https://missionbrewery.com/products/waves-of-haze-single-19-2oz-can/
➡️ THIS WEEK'S SPONSOR ⬅️
Full Send Finance: https://www.linkedin.com/company/gofullsend/
👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Roman Villard: @FullSendCPA, https://www.linkedin.com/in/rdvcpa/
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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"The Drinkies" Return! Our Third Annual Awards Show 🥇
8 feb· Drink While You Think🍺
In this episode of Drink While You Think, Kenji & Matthew share a beer and host the third annual DWYT awards show – The Drinkies! 🍻

Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 How The Drinkies Work (03:12)
👉 The Best Brewery (04:11)
👉 Our Favorite Beers (07:03)
👉 And…The Worst Beers (11:34)
👉 Best Location (15:10)
👉 Most Watched Episode (16:11)
👉 Most Impactful Episode (19:35)
👉 Favorite Moment (22:18)
👉 Untappd Beer Rankings (28:31)

🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Heineken Samuel Adams / Just the Haze.
https://www.samueladams.com/our-beers/originals/non-alcoholic/just-the-haze?
— MATTHEW is drinking Cervecería Colorado / Churro Stout.
https://www.cerveceriacolorado.com/churro-stout.html

➡️ THIS WEEK'S SPONSOR ⬅️
Full Send Finance: https://www.linkedin.com/company/gofullsend/

🌟 VIDEO LINKS 🌟
Our Favorite Beers:
- Kenji's Winner: https://youtu.be/w_eiuMH_4ZI
Best Location:
- Winner: https://youtu.be/AQLmQnhB7eg
Most Watched Episode:
- First Runner Up: https://youtu.be/7B4h44FdhBA
- Winner: https://youtu.be/QYJpY8WJRg8
Most Impactful Episode:
- First Runner Up: https://youtu.be/r2HXl1-wiZk
- Winner: https://youtu.be/5kVUz68Pfzo
Favorite Moment:
- First Runner Up: https://youtu.be/AQLmQnhB7eg
- Winner: https://youtu.be/AZ9wI7hu2Go

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Our Predictions For 2024 – Global, Personal, & Professional
31 ene· Drink While You Think🍺
In this episode of Drink While You Think, Kenji & Matthew review their predictions from 2023 and give their predictions for 2024.

Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 How Many Did We Get Right Last Year? (03:23)
👉 Our Global Predictions For 2024 (07:43)
👉 The Accounting Profession In 2023 & 2024 (12:55)
👉 How Many Firms Take Private Equity In ’24? (20:01)
👉 Tech Predictions: AI In 2024 Or 2025? (22:16)
👉 Predictions For Acuity: 2023 Vs. 2024 (25:58)
👉 Last Year’s Personal Predictions (34:09)
👉 Personal Goals For Matthew This Year (37:48)
👉 Personal Goals For Kenji This Year (41:14)
👉 The Painful Prediction: The Falcons (44:24)
👉 Will Atlanta United Be In The Playoffs? (47:40)
👉 Untappd Beer Rankings (48:40)

🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Heineken Saint Lucia Ltd. / Piton Lager Beer.
https://pitonbeer.com/piton-beer/
— MATTHEW is drinking Untitled Art / Chocolate Graham Cracker Pastry Stout.
https://www.drinkuntitled.com/products/beer/

➡️ THIS WEEK'S SPONSOR ⬅️
Grow Resources Saint Lucia: https://www.linkedin.com/company/grow-resources-saint-lucia/

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Communication: The Root Cause Of Our Issues
22 dic 2023· Drink While You Think🍺
In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about one of their biggest struggles: communication.
Tune in for…
👉 Welcome! (00:00)
👉 This Week's Topic & Beers (00:04)
👉 Can All Communication Be Fixed With A Phone Call? (03:36)
👉 The Evolution Of Our Internal Communication (05:52)
👉 Fixing Things Versus Moving The Needle Forward (12:24)
👉 Implicit Versus Explicit Authority (16:07)
👉 Our Client Communication Break Down (21:00)
👉 The Ideal Advisory Relationship (26:24)
👉 Meeting The Entrepreneur Where They Are (28:37)
👉 Predictions For Communication In The Future (29:56)
👉 Untappd Beer Rankings (38:48)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Cigar City Brewing / Florida Man Double IPA.
https://www.cigarcitybrewing.com/beer/florida-man/
— MATTHEW is drinking Phase Three Brewing Co. / Niu Toasted Coconut Porter.
https://untappd.com/b/phase-three-brewing-niu/4478274
➡️ THIS WEEK'S SPONSOR ⬅️
The Fearsome Foursome from the AICPA Accelerator – 4impactData, Synder, TaxPlanIQ, and VERIFYiQ
👥 CONNECT WITH US 👥
Kenji Kuramoto: https://www.linkedin.com/in/kenjikuramoto/, @kenjikuramoto
Matthew May: https://www.linkedin.com/in/thetechcpa/, @TheTechCPA
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Drink While You Think: Ask Me Anything Edition 🎙️
8 dic 2023· Drink While You Think🍺
In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and tackle their first Ask Me Anything episode!
Tune in for…
👉 Welcome! (00:00)
👉 This Week's Topic & Beers (00:04)
👉 Matthew’s Hot Tub Excursion (03:40)
👉 Has Matthew Barbie-ized Himself? (05:25)
👉 The Secret Sauce For Firms (07:05)
👉 Biggest Breakthrough For CAS In 2024? (09:00)
👉 Matthew’s Time As A Chambelan In Quinceañeras (11:53)
👉 Is Kenji Still Brewing Beer? (14:50)
👉 Improvements For Tech Partners (15:31)
👉 Our Favorite CEOs In Accounting (19:40)
👉 How Many Drinks Matthew Needs To Go Out Late-Night (24:00)
👉 Where Did The Name Acuity Come From? (25:00)
👉 Can You Role-Play A Difficult Employee Conversation? (27:27)
👉 How To Handle Misalignment In Equity Compensation (29:54)
👉 Why We Can’t Live Without Firm Partners (32:24)
👉 Matthew’s Soccer Career (34:58)
👉 Thoughts On Hiring Gen Zs Versus Boomers (35:57)
👉 Best And Worst Things About In-Person Events (39:29)
👉 Who’s The Better Accountant: Matthew Or Kenji? (45:02)
👉 Untappd Beer Rankings (47:57)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Cigar City Brewing / Cosmic Crown Belgian-Style Strong Golden Ale.
https://www.cigarcitybrewing.com/beer/cosmic-crown/
— MATTHEW is drinking Second Self Beer Co. / Game Night Hazy IPA.
https://secondselfbeer.com/Atlanta-West-Midtown-Atlanta-Second-Self-Beer-Company-beer1
➡️ THIS WEEK'S SPONSORS ⬅️
Jeff Rudner of Proseer
Nicole Davis of Butler-Davis Tax & Accounting, LLC
👥 CONNECT WITH US 👥
Kenji Kuramoto: https://www.linkedin.com/in/kenjikuramoto/, @kenjikuramoto
Matthew May: https://www.linkedin.com/in/thetechcpa/, @TheTechCPA
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Acuity Abroad: Building Teams Beyond The U.S.
3 nov 2023· Drink While You Think🍺
In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about Acuity’s international teams – what’s worked well, what’s been challenging, and why expanding outside of the U.S. has become important to the growth and success of Acuity.
Tune in for…
👉 Welcome! (00:00)
👉 This Week's Topic & Beers (00:04)
👉 Where Our International Team Is Today (03:44)
👉 How We Got Started In…The Philippines (04:44)
👉 How We Got Started In…St. Lucia (10:01)
👉 Experimenting & Learning From Other Businesses (13:44)
👉 Our Philippines Team Vs. St. Lucia Team (15:46)
👉 What We’ve Learned With International Teams (16:32)
👉 Our Preconceived Notions (24:57)
👉 What’s Worked Well For Us (28:40)
👉 The Future For Our International Teams (34:17)
👉 Untappd Beer Rankings (38:57)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking North Coast Brewing Co. / Old Rasputin Russian Imperial Stout.
https://northcoastbrewing.com/beers/year-round-beers/old-rasputin-russian-imperial-stout/
— MATTHEW is drinking Desnoes & Geddes Limited / Dragon Stout Fire.
https://www.beeradvocate.com/beer/profile/221/544169/
➡️ THIS WEEK'S SPONSOR ⬅️
Earmark CPE: https://earmarkcpe.com
👥 CONNECT WITH US 👥
Kenji Kuramoto: https://www.linkedin.com/in/kenjikuramoto/, @kenjikuramoto
Matthew May: https://www.linkedin.com/in/thetechcpa/, @TheTechCPA
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Meet Our Leadership Team 👋
13 oct 2023· Drink While You Think🍺
In this episode of Drink While You Think, Kenji Kuramoto shares a drink with a few team members during the Acuity Q3 Offsite – asking them about their role, their goals for 2024, what they’re drinking, and even a “Would You Rather” question.
Tune in for…
👉 Welcome! (00:00)
👉 This Week's Location & Topics (00:04)
👉 Tyler Horn, Director of Sales (02:42)
👉 Sergio Salinas, Director of Tax (06:11)
👉 Patti Scharf, CPO (09:52)
👉 Ann O’Dea, Sr. Controller (14:39)
👉 Graham Wood, Sr. Partner (19:32)
👉 Taylor McElheney, Director of Operations (24:47)
👉 Lisa Gilreath, COO (29:43)
👉 Matthew’s Grand Entrance (30:22)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Monday Night Brewing / Oktoberfest.
— TYLER is drinking Creature Comforts Brewing Co. / Tropicalia.
— SERGIO is drinking Monday Night Brewing / Oktoberfest.
— PATTI is drinking “The AcuityCon Rosé.”
— ANN is drinking Truly Hard Seltzer / Watermelon.
— GRAHAM is drinking Woodford Reserve.
— TAYLOR is also drinking Woodford Reserve.
— LISA is drinking “Whatever Red Wine That Matthew Brought.”
— MATTHEW is drinking “A Lovely Chardonnay.”
➡️ THIS WEEK'S SPONSOR ⬅️
Accounting Salon: @accountingsalon
👥 CONNECT WITH US 👥
Kenji Kuramoto: https://www.linkedin.com/in/kenjikuramoto/
Tyler Horn: https://www.linkedin.com/in/stephenhorn510/
Sergio Salinas: https://www.linkedin.com/in/sergio-salinas-cpa-6638b0100/
Patti Scharf: https://www.linkedin.com/in/catchingclouds/
Ann O’Dea: https://www.linkedin.com/in/ann-o-dea-a61263118/
Graham Wood: https://www.linkedin.com/in/grahamwoodjr/
Taylor McElheney: https://www.linkedin.com/in/taylor-mcelheney-566b0052/
Lisa Gilreath: https://www.linkedin.com/in/lisa-gilreath-2ba506a/
Matthew May: https://www.linkedin.com/in/thetechcpa/
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Why Kenji & Matthew Stay Out Of The Sales Process 🫢
22 sep 2023· Drink While You Think🍺
In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and talk about why they’re not involved in the sales process at Acuity.
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Why We’re Not Involved In Sales (03:45)
👉 “The Matthew And Kenji Specials” (04:34)
👉 Can You Teach Non-Accountants To Sell Accounting Services? (07:10)
👉 Let’s Talk How Outbound Works (11:44)
👉 More Accountants Should Play This Numbers Game (16:45)
👉 You Need To Consider: Lifetime Value Of A Customer (21:00)
👉 Things We’ve Changed In Our Outbound Strategy (24:42)
👉 Understanding Who You’re Selling To (30:10)
👉 What We Can’t Believe Worked (34:05)
👉 Untappd Beer Rankings (38:04)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Hoegaarden Brewery / Hoegaarden White.
https://hoegaarden.com/en
— MATTHEW is drinking Sierra Nevada Brewing Co. / Ruthless Rye.
https://sierranevada.com/brews/ruthless-rye-ipa/
➡️ THIS WEEK'S SPONSOR ⬅️
SalesiQ: https://verifyiq.co/salesiq/
👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Our EOS Experience: What 7 Months Taught Us
8 sep 2023· Drink While You Think🍺
In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer and revisit the Entrepreneurial Operating System, talking about how implementing EOS is going at Acuity, seven months in!
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Our Update On Implementing EOS (03:49)
👉 The Most Challenging Area (14:07)
👉 Our Go-To Metric To Track (17:24)
👉 The Learning Curve Of A New Tool (21:11)
👉 Company Size Can Be An Obstacle (22:30)
👉 Up Next For Us With EOS (25:40)
👉 Matthew & Lisa at QuickBooks Connect (32:18)
👉 Untappd Beer Rankings (33:20)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Three Taverns Craft Brewery / Mango Pzazz.
https://www.threetavernsbrewery.com/mango-pzazz
— MATTHEW is drinking Pontoon Brewing / Fluffiest Otter.
https://www.pontoonbrewing.com
➡️ THIS WEEK'S SPONSOR ⬅️
SalesiQ: https://verifyiq.co/salesiq/
👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Celebrating Matthew's Ten-Year Acuity Anniversary! 🥳
25 ago 2023· Drink While You Think🍺
In this episode of Drink While You Think, Kenji Kuramoto & Matthew May share a beer to celebrate Matthew’s 10-year anniversary at Acuity! The two take a walk down memory lane, reflecting on the past ten years together in business.
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 How Kenji & Matthew Came Together (03:19)
👉 Matthew’s “Holy Crap” Moments (05:55)
👉 Acuity In 2013 Vs. 2023 (09:07)
👉 Kenji’s “Holy Crap” Moments (15:28)
👉 Positive Surprises 10 Years Later (21:33)
👉 Untappd Beer Rankings (32:40)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Wild Heaven Beer / Garden Beer.
https://wildheavenbeer.com/avondale-estates-avondale-wild-heaven-beer-beer17
— MATTHEW is drinking Anderson Valley Brewing Co. / Salted Caramel Porter.
https://avbc.com/beer/salted-caramel-porter/
👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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How Are Accounting Firms Funded?
11 ago 2023· Drink While You Think🍺
In this episode of Drink While You Think, Kenji Kuramoto & Matthew May talk about how accounting firms are funded – whether it’s cash flow from the firm itself, taking on debt, or looking for outside investors.
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 How Kenji Capitalized Acuity At The Start (03:11)
👉 When You May Take On Debt (07:28)
👉 Matthew Is Anti-Grant (11:20)
👉 Let’s Talk Private Equity (17:40)
👉 How Do Pay Outs Work? (22:10)
👉 Starting Out Vs. Putting In Serious Capital (26:00)
👉 Untappd Beer Statistics & Rankings (30:53)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Three Taverns Craft Brewery / Beeps Beer.
https://www.threetavernsbrewery.com/beeps
— MATTHEW is drinking Leinenkugel Brewing Co. / Summer Shandy.
https://www.leinie.com/beer/summer-shandyr
👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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How We Navigate & Resolve Challenges With Angry Clients
28 jul 2023· Drink While You Think🍺
In this episode of Drink While You Think, Kenji Kuramoto & Matthew May talk about angry clients – how they approach them, how they talk to team members about them, and what firm owners can do to find resolutions.

Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Matthew's Natural Escalation Process (05:06)
👉 How To Talk To Your Team About Upset Clients (15:08)
👉 3 Things SMB Owners Can Do To Disarm Clients (24:00)
👉 What Can You Do To Be Proactive? (32:16)
👉 Untappd Beer Rankings (43:18)

🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Gate City Brewing / Citras Maximus.
https://www.gatecitybrewingcompany.com/post/2019/04/19/new-beer-release-citras-maximus
— MATTHEW is drinking Wrecking Bar Brewpub / Siberius Maximus.
https://untappd.com/b/wrecking-bar-brewing-siberius-maximus-12/3044555

➡️ THIS WEEK'S SPONSOR ⬅️
VERIFYIQ: @VERIFYiQ, https://www.linkedin.com/company/verifyiq/

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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How We Balance Taking Time Off, Traveling, & Work
7 jul 2023· Drink While You Think🍺
This week on Drink While You Think, Kenji Kuramoto & Matthew May reconvene after a busy summer to share a beer and talk about taking time off, traveling, and work – and how to balance it all.

Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Does Kenji Actually Work? (04:33)
👉 Dividing Responsibilities & Resources (10:28)
👉 The Pros & Cons Of A “Sabbatical” (15:15)
👉 Value Of Getting Away: Creativity & Perspective (20:14)
👉 How We Travel & Balance Work (24:37)
👉 Where Are We Traveling Next? (30:17)
👉 Untappd Beer Rankings (34:47)

🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Wild Leap / ETA Transcontinental IPA.
https://wildleap.com/our-beers/eta-india-pale-ale/
— MATTHEW is drinking Terrapin Beer Co. / Wake-n-Bake Coffee Oatmeal Imperial Stout.
https://shop.terrapinbeer.com/products/wake-n-bake-coffee-oatmeal-imperial-stout

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

➡️ THIS WEEK'S SPONSORS ⬅️
BIP Ventures: https://www.linkedin.com/company/bipventures/
Nicole Davis: https://www.linkedin.com/in/nicoledaviscpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig

#drinkwhileyouthink #pto #timeoff #traveling #startup #acuity #entrepreneurs #accounting
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Our CPO Talks Creating & Embracing Process
19 may 2023· Drink While You Think🍺
This week on Drink While You Think, Kenji Kuramoto & Matthew May share a beer with the Queen of Processes Patti Scharf, digging into how to create better processes within your firm.
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Patti: The Sole Chief Process Officer (04:11)
👉 What’s Enticing About Building Processes? (6:20)
👉 Standout Processes Patti Built For Catching Clouds (10:10)
👉 Tools: The Cornerstone Of Process (12:18)
👉 Our Mission To Make Work More Joyful (17:09)
👉 Blending Culture And Process (21:21)
👉 Bigger Projects At Acuity Right Now (26:35)
👉 How To Get People To Embrace The Processes (31:51)
👉 The Process Pitfall: “Over-Engineering” (39:37)
👉 Untappd Beer Rankings (42:08)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Half Acre Brewing Company / Bodem.
https://halfacrebeer.com/beer/bodem/
— MATTHEW is drinking Brasserie D’Achouffe / Houblon Chouffe.
https://chouffe.com/en-us/beer/houblon-chouffe/#
— PATTI is drinking Lagunitas Brewing Company / A Little Sumpin’ Sumpin’.
https://lagunitas.com/beer/a-little-sumpin-sumpin/
👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
Patti Scharf: @PScharfCPA, https://www.linkedin.com/in/catchingclouds/
➡️ THIS WEEK'S SPONSOR ⬅️
Bridging the Gap, The Unique CPA conference: https://tri-merit.com/the-unique-cpa-2023-conference-bridging-the-gap/?gclid=CjwKCAjwvJyjBhApEiwAWz2nLXnBlp1IZfPozHMUU-320kLP9gPuNwacxQr1F7OYHgOHaOKEULTOMhoCswoQAvD_BwE
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Finding Support In The Accounting Ecosystem
5 may 2023· Drink While You Think🍺
This week on Drink While You Think, Matthew May shares a beer with special guest Steven Byler, talking about the accounting ecosystem and the support firms can find in the community.
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Support In The Accounting Ecosystem (03:05)
👉 How Are Online Groups Helpful? (9:20)
👉 Impactful Conferences Of The Season (11:38)
👉 What Employees To Send To Which Conferences (13:31)
👉 Creating Face-To-Face Relationships With Stakeholders (16:01)
👉 The Impact Of A “Mastermind Group” (18:33)
👉 Community Is Invaluable For Business Owners (27:44)
👉 Untappd Beer Rankings (30:41)
🍺 WHAT WE'RE DRINKING 🍺
— MATTHEW is drinking Phase Three Brewing Company / Pressed - Reserve.
https://www.phasethreebrewing.com/pressed-reserve
— STEVEN is drinking Mayflower Brewing Company / Crispy Business.
https://www.mayflowerbrewing.com/beer/crispy-business/
👥 CONNECT WITH US 👥
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/
Steven Byler: @smhb, https://www.linkedin.com/in/stevenbyler/
👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/
👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Thinking Beyond Tech Tools: Solutions, Relationships, & Teams
21 abr 2023· Drink While You Think🍺
In this episode of Drink While You Think, Kenji & Matthew talk about Acuity's technology partners, taking a deep dive into the who, what, when, where, why, and how of developing partnerships with tech companies.

Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Step 1: The Problem-Solution Fit (04:15)
👉 Start Asking The Economic Questions (9:34)
👉 How Will You Roll It Out To Your Team? (16:00)
👉 What Does This Partner Need From Us? (21:26)
👉 In This Relationship, What Does Support Look Like? (29:41)
👉 You Have To Be Active To Gain Value (32:57)
👉 We Strive To Be A Very Fair Partner (34:50)
👉 Don’t Exhaust Your Team With Multiple Solutions (36:45)
👉 It’s Fun To Influence The Tools Of Your Trade (38:56)
👉 Untappd Beer Rankings (40:35)
👉 Want To Become A Partner? Visit Our Partner Page – https://acuity.co/partners/ (42:02)

🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Bearded Iris Brewing / Homestyle.
https://beardedirisbrewing.com/beer/homestyle/
— MATTHEW is drinking Yazoo Brewing Company / Gerst Amber Ale.
https://yazoobrew.com/beer/gerst/

➡️ THIS WEEK'S SPONSOR ⬅️
Inflammo: @Inflammo_LLC, https://www.linkedin.com/company/inflammo-llc/

👥 CONNECT WITH US 👥
Kenji Kuramoto: @kenjikuramoto, https://www.linkedin.com/in/kenjikuramoto/
Matthew May: @TheTechCPA, https://www.linkedin.com/in/thetechcpa/

👣 FOLLOW US 👣
Facebook: https://www.facebook.com/acuity.co
Twitter: https://twitter.com/Acuity_co
Instagram: https://www.instagram.com/acuity.co/
TikTok: https://www.tiktok.com/@acuity_co
LinkedIn: https://www.linkedin.com/company/acuity.co/
Uptappd: https://untappd.com/user/DWYT/
Website: https://acuity.co/

👇 SUBSCRIBE TO OUR CHANNEL👇
https://www.youtube.com/channel/UCojjHAe6BqSgq9yZRR-O6ig
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Is There Such Thing As "The Perfect Comp Plan"❓

When Does It Make Sense To Specialize A Role?

What It's Like To Sell Into Accounting Firms, ft. Ben Stein of Keeper

Meaningful Milestones And Memorable Moments At Acuity

Recruiting In Accounting With Roman Villard

"The Drinkies" Return! Our Third Annual Awards Show 🥇

Our Predictions For 2024 – Global, Personal, & Professional

Communication: The Root Cause Of Our Issues

Drink While You Think: Ask Me Anything Edition 🎙️

Acuity Abroad: Building Teams Beyond The U.S.

Meet Our Leadership Team 👋

Why Kenji & Matthew Stay Out Of The Sales Process 🫢

Celebrating Matthew's Ten-Year Acuity Anniversary! 🥳

How Are Accounting Firms Funded?

How We Navigate & Resolve Challenges With Angry Clients

How We Balance Taking Time Off, Traveling, & Work

Our CPO Talks Creating & Embracing Process

Finding Support In The Accounting Ecosystem

Thinking Beyond Tech Tools: Solutions, Relationships, & Teams