Our CPO Talks Creating & Embracing Process

Episoder

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
- Lytte Lytte igjen Fortsette Lytter...
- Lytte senere Lytte senere
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
- Lytte Lytte igjen Fortsette Lytter...
- Lytte senere Lytte senere
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What It's Like To Sell Into Accounting Firms, ft. Ben Stein of Keeper
15 Apr· 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
- Lytte Lytte igjen Fortsette Lytter...
- Lytte senere Lytte senere
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
- Lytte Lytte igjen Fortsette Lytter...
- Lytte senere Lytte senere
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
- Lytte Lytte igjen Fortsette Lytter...
- Lytte senere Lytte senere
"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
- Lytte Lytte igjen Fortsette Lytter...
- Lytte senere Lytte senere
Our Predictions For 2024 – Global, Personal, & Professional
31 Jan· 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
- Lytte Lytte igjen Fortsette Lytter...
- Lytte senere Lytte senere
Communication: The Root Cause Of Our Issues
22 Dec 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
- Lytte Lytte igjen Fortsette Lytter...
- Lytte senere Lytte senere
Drink While You Think: Ask Me Anything Edition 🎙️
8 Dec 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
- Lytte Lytte igjen Fortsette Lytter...
- Lytte senere Lytte senere
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
- Lytte Lytte igjen Fortsette Lytter...
- Lytte senere Lytte senere
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
- Lytte Lytte igjen Fortsette Lytter...
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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 Aug 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
- Lytte Lytte igjen Fortsette Lytter...
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How Are Accounting Firms Funded?
11 Aug 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
- Lytte Lytte igjen Fortsette Lytter...
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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
- Lytte Lytte igjen Fortsette Lytter...
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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
- Lytte Lytte igjen Fortsette Lytter...
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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
- Lytte Lytte igjen Fortsette Lytter...
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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
- Lytte Lytte igjen Fortsette Lytter...
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Thinking Beyond Tech Tools: Solutions, Relationships, & Teams
21 Apr 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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Episoder

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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 🫢

Our EOS Experience: What 7 Months Taught Us

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

Finding Support In The Accounting Ecosystem

Thinking Beyond Tech Tools: Solutions, Relationships, & Teams