202 Fiscal Doctor with a Millennial Mindset since 1962 (feat. David Bergstein, CPA)

Episode 202
FACULTY: David Bergstein, CPA
CLASS: #TheGuide
In this episode, Scott interviews David Bergstein, a CPA, covering various aspects of David's journey in accounting and his insights into the profession from his decades of experience. They discuss topics such as the relevance of becoming a CPA for young people, marketing strategies for accounting firms, the future of the accounting profession including automation and remote firms, strategies for firm growth, and the bright future ahead.
Shout Outs: Ed Mendlowitz, Roman Kevchak, Randy Johnson, Randy Crabtree, BotKeeper Conference, Prime Global Conference, BKR Conference, QBO, Xero, Sage, Zoho
Chapters:
02:53 How Dave got into Accounting
06:40 What Dave Does Now
08:38 Pickleball
09:01 Introducing Accounting in the Classroom
11:38 Should Young People Become CPAs?
15:53 Marketing and Positioning
18:34 The Future of Accounting
20:37 Do You Need to Hire A CPA or Not?
22:26 Automation
23:44 Remote Firms
28:58 Firm Growth
31:57 The Future is Bright
36:41 Dave's Future Plans
39:19 Choosing Software
42:20 Conclusion
Connect With Us On Linkedin!
David Bergstein
https://www.linkedin.com/in/davidbergstein/
Scotty OKR Scarano
https://www.linkedin.com/in/scottscarano/
Accounting High
https://www.linkedin.com/company/accounting-high/
https://www.accountinghigh.com/
Tags:
fiscal doctor, accounting advisor, marketing positioning, millennial mindset, hiring CPAs, remote firms, accounting automation, firm growth, pickleball enthusiast, continuing education, FBI aspirations, IRS agent, choosing software, accounting future, accounting publications, professional services, accounting deadlines, accounting professor, career advice, accounting excitement

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