In this episode of Drink While You Think, Kenji & Matthew dig into what the future holds for Sorren and for accounting — from the next evolution of CAS to the agentic space, plus how they’re thinking about firm-building from here.
Tune in for topics like...
👉 What’s Next At Sorren? (00:00)
👉 Building Up Our CAS Practice (01:50)
👉 Matthew’s Experience At BDO Alliance Conference (06:00)
👉 What CAS Will Look Like In Top Firms (07:15)
👉 What Happened To Payroll Will Happen To Accounting (10:32)
👉 Will Sorren Keep Adding Firms? (11:59)
👉 What Kenji’s Up To? (13:39)
👉 Supporting Accounting Tech Startups (17:34)
👉 Professor Kuramoto? (18:28)
👉 The Agentic Space (21:02)
👉 Landing This (4-Episode) Plane (22:09)
👉 Catch Up With Us At Conferences (23:20)
👉 Cheers & Drink Shoutouts (24:51)
👥 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
In this episode of Drink While You Think, Kenji & Matthew talk about what happens after the deal closes — how they told the team, how fast integration started, and how many emotions went into this process.
Tune in for topics like...
👉 Deal Is Done, More Drinks (00:00)
👉 “The Dog Has Caught The Car Bumper” (01:37)
👉 How We Staged Telling Our Team (02:24)
👉 And…Matthew’s Parents Are In Town (04:26)
👉 PE = Everybody Assumes They’re Fired (05:00)
👉 Leadership Meeting, Then All-Hands (06:33)
👉 Matthew Books Site Visits (09:40)
👉 The Hardest Work: Immediate Integration (10:43)
👉 This Is Where Mental Health Comes Into Play (13:05)
👉 “Who Am I Now?” (15:36)
👉 The Heavy Responsibility For Firm Owners (20:37)
👉 Let’s Get Into Integration (21:38)
👉 Pros & Cons To Choosing Culture Influence (24:10)
👉 Bringing 14 Firms Together To Make A Top 50 Firm (28:37)
👉 We Now Have Leaders Who’ve Done It (30:50)
👉 Is PE Worse Than Staying Stagnant? (33:20)
👥 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
In this episode of Drink While You Think, Kenji & Matthew talk through what it looks like to navigate a deal — from stepping out of daily ops to prepping management decks, surviving diligence, and leaning on the right people to keep it all going.
(This is episode two in a four-part series, so stay tuned for more to come!)
Tune in for topics like...
👉 Why Kenji Stepped Away From Operating (00:00)
👉 Management Presentations & Matthew Taking Over (02:20)
👉 What Happens When Everyone’s Great? (06:05)
👉 Where Shit Gets Real: LOIs (07:13)
👉 Deal Structures Are Crazy (08:55)
👉 The Most Important: Culture & Team (10:29)
👉 Diligence = Tequila Time (14:02)
👉 The Importance of Bankers & Lawyers (16:20)
👉 The Emotional Aspect Of This Deal (18:48)
👉 Our Forums Were So Helpful (21:01)
👉 Being Ready For Deals To Die (22:36)
👉 Until You Sign The LOI…(23:48)
👉 How Your (Future) Partners Work With You (26:00)
👉 Not To Burst Your Bubble, But… (27:10)
👥 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
In this episode of Drink While You Think, Kenji & Matthew share a beer (and some liquor) and talk about Acuity 3.0: Acuity, powered by Sorren.
(This episode is split up into a four-part series, so stay tuned for more to come!)
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 What Is Sorren? (03:10)
👉 The Why – Being Prepared For Acuity 3.0 (04:35)
👉 How? Hiring Outside Perspective (12:44)
👉 Pros Of Capital Advisors (15:45)
👉 Let’s Talk Quality Of Earnings (21:50)
👉 The Marketing Side Of This Deal (24:15)
👉 Rum Time: Pampero Aniversario (27:46)
👉 Who We Wanted To Bring In (28:50)
👉 The Most Valuable Question (29:50)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Deth’s Tar / Revolution Brewing
https://revbrew.com/beer/deep-wood-series/deths-tar
— MATTHEW is drinking Caramelized Chocolate Churro Porter / Moody Tongue
https://www.moodytongue.com/our-beers/
➡️ THIS WEEK'S SPONSOR ⬅️
Bravaldo Capital Investors: https://bravaldocapitaladvisors.com
👥 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
In this episode of Drink While You Think, Kenji & Matthew share a beer and talk about planning for the year ahead – goal setting, Q4 leadership retreats, creating community, and more.
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 When To Set Goals For The Year Ahead (03:47)
👉 Accounting Firm Owners – Are You Planning? (05:10)
👉 Budgeting Advice For Entrepreneurs (07:45)
👉 Acuity’s Planning Process Now (09:16)
👉 Matthew As Our Integrator (11:03)
👉 Brainstorming Versus Open To Feedback (13:50)
👉 How We Structure The Planning (16:21)
👉 Initiatives Have To Be Communicated (22:04)
👉 Check Ins Create Community (27:27)
👉 The Art Of Facilitation (33:31)
👉 Acuity 3.0 (36:36)
👉 Untappd Beer Rankings (41:15)
👉 How Was Yo-Yo Ma? (42:53)
👉 Upcoming: 2025 Predictions (46:15)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Lesson In Love / Bluejacket
https://www.bluejacketdc.com
— MATTHEW is drinking Wildflower Bouquet / Wild Heaven
https://wildheavenbeer.com
➡️ THIS WEEK'S SPONSOR ⬅️
Trees Atlanta: https://www.treesatlanta.org
👥 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
In this episode of Drink While You Think, Kenji & Matthew share a beer and talk about their recent trip to the Philippines for Acuity’s second Philippines Road Show!
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 Quick Recap of Why PH (03:03)
👉 Far Away: Distance & Time - Hard to Be in Person (06:40)
👉 What It Requires to Get There: Travel Expectations (08:10)
👉 Tips for People Who Want to Go to PH (10:05)
👉 The First Time We Went… (14:45)
👉 What It’s Like Being in PH: Weather, Food, & Drinks (19:02)
👉 Beers You Need to Know (21:50)
👉 How We Structure Our Roadshows (22:28)
👉 Nights in PH: Dinners, Karaoke, Drinks (28:46)
👉 Things to Do / How to Interact (34:22)
👉 Category 5 Super Typhoon (36:14)
👉 It’s Always Worth It (38:15)
👉 Tips for Readjusting in the U.S. (39:05)
👉 Untappd Beer Rankings (42:50)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Farmers Daughter / Whitewater Brewing
https://www.whitewaterbrewery.com
— MATTHEW is drinking Beltliner / Wild Heaven
https://www.wildheavenbeer.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/
In case you missed it...here's the recording of the LIVE #DrinkWhileYouThink Tech Stack Draft! 🍿
🚨 RULES 🚨
- Snake draft 🐍
- Once an app is picked, it’s off the board. ✔️
- Each team must have one app in each of these categories: G/L, Spend Mgmt, Payroll, Forecasting/Reporting, Banking, Workflow, and Flex (our wildcard category) 👏
- The app has to *actually* work in the category. But – they can go wild with the Flex pick. 😎
- Matthew May, our "League Commissioner," handles any shenanigans. 👨⚖️
🤝 TRADES 🤝
We encouraged teams to make them! The crazier, the better.
🏆 WINNER 🏆
Who built the #GOAT tech stack? 🐐
Here's our lineup of GMs: Kristen Nies Ciraldo, Niki Mackenzie, Brian C., Jan Haugo, Miguel Alexander Centeno – and of course, your co-hosts Matthew May & Kenji Kuramoto ✨
We’ll let YOU vote on who built the best tech stack team. 😍 Drop a comment below to vote!
🍻 DRINKS 🍻
Umm...it's kind of a theme of the show. They brought a drink (or three) and so should you! 🕺
👥 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
In this episode of Drink While You Think, Kenji & Matthew share a beer and ask themselves are accountants 'cool'? Plus, they dive into recent venture capital activity and important info about the new Beneficial Ownership Information Report requirement from FinCEN.
Tune in for topics like...
👉 Welcome! (00:00)
👉 This Week's Topics & Beers (00:04)
👉 The Industry At Large: Are Accountants Cool? (02:51)
👉 If You Don’t Do It Authentically, It Rings Hollow (10:09)
👉 The Largest Venture Capital-Backed Exits (13:55)
👉 VC Activity Is High In Accounting/Tech (16:50)
👉 Premium Deals Are Still Happening (18:49)
👉 Atlanta Brands On Our Sports Team Jerseys (22:18)
👉 What’s This Whole BOI Thing? (23:41)
👉 Taking Accounting Advice From TikTok (31:00)
👉 Untappd Beer Rankings (31:46)
🍺 WHAT WE'RE DRINKING 🍺
— KENJI is drinking Wild Leap Brew Co. / Side Bae Double IPA.
https://wildleap.com/our-beers/side-bae-galaxy-enigma-strata-el-dorado/
— MATTHEW is drinking Halfway Crooks Beer / Super Super Turbo Turbo.
https://untappd.com/b/halfway-crooks-beer-super-super-turbo-turbo/4889030
👥 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
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
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
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
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
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
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
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
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
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
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
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
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.
— 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