KateLynn Minott's guest appearances

KateLynn Minott

Scaling Up Business Podcast

American Citizens Abroad TaxCast

OwlTail

Herb Cogliano

This episode highlights a company whose growth has more than doubled in just over a year. Bill is joined by Herb Cogliano, Scaling Up Coach, and Katelynn Minott, CEO of Bright!Tax for a conversation about the systems that will help support rapid scaling in your business. They share their scaling-up story and how they’ve grown using a lot of the tools found in the world of Scaling Up.   Bright!Tax is an accounting company that focuses on U.S. Expat tax services. The uniqueness of Katelynn’s business has made it possible for her to both compete and scale in an effective way. Additionally, having a purpose-focused business has created opportunities for the company that wouldn’t be available any other way.   Even with a unique business niche, Katelynn recognized that her company could go significantly farther with the help of Scaling Up coach Herb Cogliano. Together they leveled up her team at a time when they were struggling to find talent. They used a variety of Scaling Up tools to enhance both the client and the employee experience, including the favorite Daily Huddle, hiring A Players, monitoring work-life balance, and bringing curiosity into successes.   Building a culture that is infused with strategy, especially in a distributed workforce, is key to scaling up. Katelynn, Herb, and Bill have packed this conversation full of the tools and tips that can make scaling up a reality for any company that is ready to make it happen.   Interview Links: Bright!Tax   Resources: 20,000 Scaleups Scaling Up Summits (Select Bill Gallagher as your coach during registration for a discount.) Bill on YouTube  Recruiter.com  Short  List  (use  code  scaleup)   Scaling Up is the best-selling book by Verne Harnish and our team for Scaling Up Coaches (formerly Gazelles). We share how the fastest-growing companies succeed where so many others fail.   Bill Gallagher, Scaling Coach and host of the show, is an international business coach who works with C-Suite leaders to achieve breakthrough growth.   We help leadership teams with the biggest decisions around People, Strategy, Execution, and Cash so that they can Scale Up successfully and beat the odds of business growth. Scaling Up is based on Verne’s original best-selling business book, Mastering the Rockefeller Habits.   Did you enjoy today’s episode? If so, then please leave a review! Help other business leaders discover the Scaling Up Business Podcast so they, too, can benefit from the ideas shared in these podcasts.

This episode highlights a company whose growth has more than doubled in just over a year. Bill is joined by Herb Cogliano, Scaling Up Coach, and Katelynn Minott, CEO of Bright!Tax for a conversation about the systems that will help support rapid scaling in your business. They share their scaling-up story and how they’ve grown using a lot of the tools found in the world of Scaling Up. Bright!Tax is an accounting company that focuses on U.S. Expat tax services. The uniqueness of Katelynn’s business has made it possible for her to both compete and scale in an effective way. Additionally, having a purpose-focused business has created opportunities for the company that wouldn’t be available any other way. Even with a unique business niche, Katelynn recognized that her company could go significantly farther with the help of Scaling Up coach Herb Cogliano. Together they leveled up her team at a time when they were struggling to find talent. They used a variety of Scaling Up tools to enhance both the client and the employee experience, including the favorite Daily Huddle, hiring A Players, monitoring work-life balance, and bringing curiosity into successes. Building a culture that is infused with strategy, especially in a distributed workforce, is key to scaling up. Katelynn, Herb, and Bill have packed this conversation full of the tools and tips that can make scaling up a reality for any company that is ready to make it happen. Interview Links: <a href="https://brighttax.com/" rel="nofollow" target="_blank">Bright</a><a href="https://brighttax.com/" rel="nofollow" target="_blank">!</a><a href="https://brighttax.com/" rel="nofollow" target="_blank">Tax</a> Resources: <a href="https://scalingup.com/20k-scaleups-program/" rel="nofollow" target="_blank">20,000</a> <a href="https://scalingup.com/20k-scaleups-program/" rel="nofollow" target="_blank">Scaleups</a> <a href="https://scalingup.com/summits/" rel="nofollow" target="_blank">Scaling</a> <a href="https://scalingup.com/summits/" rel="nofollow" target="_blank">Up</a> <a href="https://scalingup.com/summits/" rel="nofollow" target="_blank">Summits</a> (Select Bill Gallagher as your coach during registration for a discount.) <a href="https://www.youtube.com/channel/UCsseCk2d2oJ4c5LGeQjJ9xg" rel="nofollow" target="_blank">Bill</a> <a href="https://www.youtube.com/channel/UCsseCk2d2oJ4c5LGeQjJ9xg" rel="nofollow" target="_blank">on</a> <a href="https://www.youtube.com/channel/UCsseCk2d2oJ4c5LGeQjJ9xg" rel="nofollow" target="_blank">YouTube</a> <a href="https://www.recruiter.com/recruiting/introducing-the-recruiter-com-shortlist/" rel="nofollow" target="_blank"> Recruiter</a><a href="https://www.recruiter.com/recruiting/introducing-the-recruiter-com-shortlist/" rel="nofollow" target="_blank">.</a><a href="https://www.recruiter.com/recruiting/introducing-the-recruiter-com-shortlist/" rel="nofollow" target="_blank">com</a> <a href="https://www.recruiter.com/recruiting/introducing-the-recruiter-com-shortlist/" rel="nofollow" target="_blank"> Short</a> <a href="https://www.recruiter.com/recruiting/introducing-the-recruiter-com-shortlist/" rel="nofollow" target="_blank"> List</a> <a href="https://www.recruiter.com/recruiting/introducing-the-recruiter-com-shortlist/" rel="nofollow" target="_blank"> (</a><a href="https://www.recruiter.com/recruiting/introducing-the-recruiter-com-shortlist/" rel="nofollow" target="_blank">use</a> <a href="https://www.recruiter.com/recruiting/introducing-the-recruiter-com-shortlist/" rel="nofollow" target="_blank"> code</a> <a href="https://www.recruiter.com/recruiting/introducing-the-recruiter-com-shortlist/" rel="nofollow" target="_blank"> scaleup</a><a href="https://www.recruiter.com/recruiting/introducing-the-recruiter-com-shortlist/" rel="nofollow" target="_blank">)</a> <a href="https://scalingup.com/" rel="nofollow" target="_blank">Scaling</a> <a href="https://scalingup.com/" rel="nofollow" target="_blank">Up</a> is the best-selling book by Verne Harnish and our team for Scaling Up Coaches (formerly Gazelles). We share how the fastest-growing companies succeed where so many others fail. Bill Gallagher, Scaling Coach and host of the show, is an international business coach who works with C-Suite leaders to achieve breakthrough growth. We help leadership teams with the biggest decisions around People, Strategy, Execution, and Cash so that they can Scale Up successfully and beat the odds of business growth. Scaling Up is based on Verne’s original best-selling business book, Mastering the Rockefeller Habits. Did you enjoy today’s episode? If so, then please leave a review! Help other business leaders discover the Scaling Up Business Podcast so they, too, can benefit from the ideas shared in these podcasts.

Systems That Support Rapid Scaling — Katelynn Minott and Herb Cogliano

Charles Bruce

We speak with Katelynn Minott, CPA with Bright!Tax, Allyson Lindsey, with Bright!Tax, and Charles Bruce, Legal Counsel of ACA and Chairman of ACA Global Foundation about some of the things that expat taxpayers need to pay attention to this tax season, in particular, things falling out from the recent CARES Act, along with what Bright!Tax sees happening with the expat tax preparer community in the coming months. The CARES Act was signed into law on March 27. It's 883 pages in length. It started off in January 2019 as modest a bill to repeal the excise tax on high-cost employer-sponsored health coverage; as such, it passed the House in July 2019. After languishing, in the Senate, became the vehicle for the $2 trillion coronavirus relief act, with changes made in the Senate on March 20, 2020 and many more thereafter. It passed the Senate on a 96-0 voice vote on March 25. After intense negotiations, it passed the House essentially on a voice vote on March 27. Bright!Tax is a leading global expat tax preparation firm, with clients in almost every country in the world. Katelynn Minott is partner and managing CPA at Bright!Tax. She has worked in the field of expat tax preparation for 10 years, having joined Bright!Tax from PwC. Katelynn is an expat herself, and a recognized expert in US expat tax matters; her Twitter account (@BrightTax) is on of Forbes Top Tax Twitter Accounts to Follow in 2020, and she is regularly called on by national media outlets like CNBC to provide comments on new expat tax developments. Allyson Lindsey is a Partner and Lead CPA at Bright!Tax. She joined the firm from Deloitte, where she worked as a Tax Senior advising international clients across a range of compliance issues. Bright!Tax’s Stimulus Rebate Summary Page for Expats IRS Coronavirus Platform American Citizens Abroad Expat Tax Services Directory ACA/SDFCU Account

We speak with Katelynn Minott, CPA with Bright!Tax, Allyson Lindsey, with Bright!Tax, and Charles Bruce, Legal Counsel of ACA and Chairman of ACA Global Foundation about some of the things that expat taxpayers need to pay attention to this tax season, in particular, things falling out from the recent CARES Act, along with what Bright!Tax sees happening with the expat tax preparer community in the coming months. The CARES Act was signed into law on March 27. It's 883 pages in length. It started off in January 2019 as modest a bill to repeal the excise tax on high-cost employer-sponsored health coverage; as such, it passed the House in July 2019. After languishing, in the Senate, became the vehicle for the $2 trillion coronavirus relief act, with changes made in the Senate on March 20, 2020 and many more thereafter. It passed the Senate on a 96-0 voice vote on March 25. After intense negotiations, it passed the House essentially on a voice vote on March 27. <a href="https://brighttax.com/" rel="nofollow" target="_blank">Bright!Tax</a> is a leading global expat tax preparation firm, with clients in almost every country in the world. Katelynn Minott is partner and managing CPA at Bright!Tax. She has worked in the field of expat tax preparation for 10 years, having joined Bright!Tax from PwC. Katelynn is an expat herself, and a recognized expert in US expat tax matters; her Twitter account (<a href="https://twitter.com/BrightTax" rel="nofollow" target="_blank">@BrightTax</a>) is on of Forbes Top Tax Twitter Accounts to Follow in 2020, and she is regularly called on by national media outlets like CNBC to provide comments on new expat tax developments. Allyson Lindsey is a Partner and Lead CPA at Bright!Tax. She joined the firm from Deloitte, where she worked as a Tax Senior advising international clients across a range of compliance issues. <a href="https://brighttax.com/cares-corona-rebate-expats/" rel="nofollow" target="_blank">Bright!Tax’s Stimulus Rebate Summary Page for Expats</a> <a href="http://www.irs.gov/coronavirus" rel="nofollow" target="_blank">IRS Coronavirus Platform</a> <a href="https://acareturnpreparerdirectory.com/" rel="nofollow" target="_blank">American Citizens Abroad Expat Tax Services Directory</a> <a href="https://www.americansabroad.org/sdfcu-account/" rel="nofollow" target="_blank">ACA/SDFCU Account</a>