The Tech Talk for Accountants Show: Recent Episodes
Tech 4 Accountants
On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more episodes visit us at https://tech4accountants.net/podcast/
In this episode, I am joined by Loren Fogelman, a renowned business coach at Business Success Solution, recognized by HubSpot as one of the world’s top 22 business coaches. Loren shares her expertise in transitioning accounting firms from the traditional hourly billing model to a value-based pricing strategy. She outlines her “Raise Your Rates” formula, emphasizing the importance of quality clients, effective communication, service packaging, value pricing, and consultation mastery. Tune in to transform your accounting firm with the Value Pricing Model and the “Raise Your Rates” formula!
Guest Information:
Loren Fogelman - Price & Profit Coach | Keynote Speaker
- LinkedIn: https://www.linkedin.com/in/lorenfogelman/
- Business Success Solution: https://www.businesssuccesssolution.com/
Contact Andrew Lassise (Host):
- Email: alassise@rushtechsupport.com
- LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I explore the B3 Method (business, balance, and bliss) for achieving work-life harmony with special guest Amy Vetter, a CPA, entrepreneur, and yoga teacher. Amy shares her journey from a traditional accounting career to incorporating yoga and mindfulness into her life and business practices. She discusses the importance of self-assessment, the role of technology in creating space, and practical steps for integrating mindfulness into daily routines.
Guest Information:
Amy Vetter - Chief Executive Officer, Keynote Speaker & Visionary Consultant
LinkedIn: https://www.linkedin.com/in/amyvettercpa/
B3 Method Institute: https://www.amyvetter.com/workshops-and-courses-for-association-professional
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I got to sit down with Orin Schepps, the CEO & Founder of Consultance, who believes in the power of financial clarity and strategic insights to drive organizational and business success. Today we discuss the role of technology in modern accounting practices, covering the challenges and solutions associated with implementing and managing a technology stack for accounting firms!
Guest Information:
Orin Schepps - CEO & Founder of Consultance
LinkedIn: https://www.linkedin.com/in/orin-schepps-4385872/
Consultance Accounting: https://www.consultancellc.com/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I got to sit down with Randy Crabtree, the co-founder of Tri-Merit Specialty Tax, Host of the Unique CPA Podcast and Bridging the Gap Conference, and Keynote Speaker. We discussed Randy’s background in accounting and what led him to start Tri-Merit. He shares the overview of the upcoming Bridging the Gap Conference in Chicago and what he is most excited about, such as topics relating to automating, collaborating, and delegating. Hear all that and more in this exciting new episode!
Guest Information:
Randy Crabtree - Co-Founder of Tri-Merit Specialty Tax
LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/
Website: https://tri-merit.com/
Email: randy.crabtree@tri-merit.com
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do things that most people might not realize, such as supporting clients during tough times. This episode is filled with valuable information and insights from start to finish and is one you don't want to miss!
Guest Information:
Eric Mangold - CWS Founder, Financial Professional
LinkedIn: https://www.linkedin.com/in/helpingphysicians/
Website: https://www.emangold.com/team/eric-mangold
Email: emangold@sfr1.com
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning services and strategies for accountants.The conversation also touches on personal experiences with investing, the value of professional expertise, and the importance of adapting to client needs. Overall, the episode provides insights into how accountants can expand their services, increase their value to clients, and adapt to changes in the industry.
Guest Information:
Jackie Meyer - Founder of taxPlanIQ & Host of The Concierge CPA Podcast
LinkedIn: https://www.linkedin.com/in/jackiemeyercpa/
Website: https://www.jackiemeyercpa.com/
TaxPlanIQ: https://www.taxplaniq.com/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I got to sit down with Angela Meharg, one of 2024’s Top 50 International QuickBooks ProAdvisors. Angela is neither a bookkeeper nor an accountant but she is definitely accounting-adjacent. Her company, Datisfy, focuses on one single thing: Custom Reporting for QuickBooks and she's been doing that for 10 years now. Join us as we discuss how Angela’s company Datisfy carved out a unique niche, providing solutions to eliminate the “Excel export gymnastics” that plague many businesses trying to extract meaningful data from QuickBooks.
Whether you're an accountant, bookkeeper, or business owner, this episode offers valuable perspectives on reporting, data management, and getting the insights you need to drive your organization forward.
Guest Information:
Angela Meharg - Founder & CEO of Datisfy
LinkedIn: https://www.linkedin.com/in/angelameharg/?originalSubdomain=caWebsite: https://datisfy.com/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I got to sit down with Melissa Miranda, CPA, wife, mom, and business owner, to discuss the often overlooked aspects of empathy and communication in the accounting field. As the owner of Step By Step Accounting, recently named a top 50 Woodard Accounting Firm, Melissa shares her personal journey that led her to focus on these softer skills.
Drawing from her childhood experiences on a dairy farm, where her father's struggle with the financial side of his business led to severe depression, Melissa emphasizes the importance of clear, empathetic communication between accountants and their clients. She provides practical tips on language use, such as employing passive voice and "weak language" to create a more supportive environment.
Guest Information:
Melissa L. Miranda, CPA - Owner of Step By Step Accounting
LinkedIn: https://www.linkedin.com/in/melissalmirandacpa/
Website: https://stepbystepaccounting.com/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I got to sit down with Kelly Gonsalves, a QuickBooks Pro Advisor and the founder of Totally Booked. Her mission is to assist every small business in becoming more profitable by utilizing efficient accounting processes.
We dive into her insights on scaling an accounting firm through automation and leveraging AI. Kelly discussed her journey from working a corporate job she disliked to building a successful remote firm by integrating technology and apps. The discussion covers practical tips on using AI for marketing, social media, and streamlining processes, as well as strategies for coexisting with AI and leveraging its capabilities while maintaining human oversight. Kelly also shares her experiences with automation tools, productivity apps, and the challenges of balancing technology with client relationships.
Guest Information:
Kelly Gonsalves - Founder of Totally Booked
LinkedIn: https://www.linkedin.com/in/totallykellyg/
Website: https://totallybooked.nyc/about
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I got to sit down with Ajoy Krishnamoorthy, the CEO of Cin7, a fully integrated, cloud-based inventory management software that streamlines stock management across multiple channels.
We dive into the key benefits of implementing an intelligent inventory management system, especially as businesses scale across multiple sales channels like Amazon, Shopify, and brick-and-mortar stores. Ajoy explains how cin7's platform goes beyond just tracking inventory levels by providing valuable insights that drive smarter business decisions. This includes identifying fast-moving products to restock, slow-moving items to discontinue, seasonal demand patterns, and more. He stresses the importance of having a centralized source of truth for inventory data that seamlessly integrates with accounting platforms like QuickBooks to ensure accurate financial reporting and profit analysis.
Whether you're a seller, accountant, or just interested in intelligent commerce solutions, this conversation offers an insightful look at how the right tools can transform inventory from a costly necessity into a strategic advantage.
Guest Information:
Ajoy Krishnamoorthy - CEO of Cin7
LinkedIn: https://www.linkedin.com/in/ajoykrishnamoorthy/
Website: https://cin7.com/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I got to sit down with Paul Hamann, the Founder and President of RCReports. He has more than 13 years of experience in providing online solutions for determining Reasonable Compensation for Closely-Held Business owners.
We discuss the often misunderstood topic of reasonable compensation for S corporation owners. We dispel common myths like the 50/50 rule for wages vs. distributions and explain how to properly determine a defensible reasonable compensation amount. Paul shares insights from his company's expertise in this niche, including the legal risks of getting compensation wrong and the tax/retirement planning benefits of getting it right. It's an engaging conversation packed with practical tips for advisors and entrepreneurs alike on navigating this key compliance issue.
Guest Information:
Paul Hamann - Founder of RCReports
LinkedIn: https://www.linkedin.com/in/paulrcreports/
Website: https://rcreports.com/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I get to chat with Scott Scarano, an accountant and rapper known as the "OK Rapper." Scott shares his unique journey from a traditional accounting background to embracing his passion for rap music and performing at accounting conferences. He delves into how leveraging technology and it allowed him to free up time and pursue his creative interests.
Scott discusses the evolution of his firm, from automation and marketing strategies to building a self-sustaining business. The conversation also explores the potential impact of AI on the accounting profession and Scott's vision for a future where technology enables professionals to step away from their desks and engage more with the world around them.
With a blend of entrepreneurial insights, rap performances, and thought-provoking discussions, this episode offers a captivating glimpse into Scott Scarano's unconventional journey.
Guest Information:
Scott Scarano (OKR) - Rapper/Accountant @ Accounting High
- LinkedIn: https://www.linkedin.com/in/scottscarano/
- Accounting High: https://www.accountinghigh.com/
- Podcast: https://open.spotify.com/show/18i17H2Pbtm8c95eEevCiD
Contact Andrew Lassise (Host):
- Email: alassise@rushtechsupport.com
- LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, we delve into the diverse paths one can take within the accounting profession. Our guest, Lukas Sundahl, shares his own unconventional journey, starting as a personal trainer to transitioning into accounting through an MBA and CMA certification.
Lukas emphasizes the importance of exploring different accounting designations, such as the CPA and CMA, and how they can complement each other in building a well-rounded career. He also discusses the impact of emerging technologies like AI on the accounting landscape, highlighting how these tools can free up accountants to focus on higher-level strategic analysis and decision-making.
This episode offers a refreshing perspective on the accounting profession, showcasing the wealth of opportunities available for those willing to think outside the box. Whether you're a student considering an accounting career or an experienced professional seeking new avenues, this discussion provides valuable guidance on navigating the evolving landscape of the accounting industry.
Guest Information:
Lukas Sundahl - Accounting Storyteller
LinkedIn: https://www.linkedin.com/in/lukasnsundahl/
Webiste: https://www.accountingcouture.com/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, we dive into the rapidly evolving world of generative AI and its implications for the accounting profession. My guest, John Higgins, a Strategic Technology Advisor, Coach and Author, shares his insights on how AI tools like ChatGPT and Microsoft's Copilot can augment and enhance the work of accountants.
We explore the potential of these AI assistants to streamline tasks like financial analysis, report generation, and even advisory services. John provides practical examples of how accountants can leverage generative AI to save time, increase efficiency, and deliver more value to clients.
Tune in as we navigate the exciting yet challenging terrain of generative AI and discuss how now is the best time for CPAs as well as other professions to embrace AI and learn how to leverage its capabilities.
Guest Information:
John Higgins - Higgins Advisory, LLC
LinkedIn: https://www.linkedin.com/in/jhhiggins/
Website: https://higginsadvisoryllc.com/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this insightful episode, we delve into the world of client advisory services and how accountants can break free from the commoditized nature of traditional accounting services. My guest, Adam Lean, CEO of The CFO Project, shares his journey from being a former accountant to a two-time entrepreneur, and his passion for empowering business owners with the tools they need to thrive.
Adam discusses the importance of shifting the mindset of accountants, transitioning them from merely recording the past to becoming trusted advisors who actively shape the future growth and success of their clients' businesses. He provides invaluable insights on how to effectively position and sell advisory services, ensuring that clients understand the immense value being offered.
Join us as we explore the transformative power of outsourced CFO and business advisory services, and discover how accountants can elevate their practices, enhance client relationships, and unlock new levels of profitability and fulfillment in their careers.
Click here to learn more about The CFO Project
Guest Information:
Adam Lean - CEO of the CFO Project
Website: https://thecfoproject.com/ LinkedIn:https://www.linkedin.com/in/adamlean/
Email: adam@thecfoproject.com
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this eye-opening episode, Brian Ernest and Mike Ring, co-founders of Blockchain Crypto Tax Prep, provide invaluable insights into the complex world of cryptocurrency taxation. As the adoption of digital assets continues to surge, accountants find themselves grappling with the unique challenges of reporting crypto transactions accurately. From decentralized exchanges to self-custody wallets, Brian and Mike demystify the intricacies of tracking cost basis, reconciling transactions, and ensuring compliance with ever-evolving regulations. They emphasize the importance of staying ahead of the curve, as the IRS ramps up its scrutiny and audits in this rapidly evolving space. Don't miss this comprehensive guide to navigating the crypto tax landscape on the Tech Talk for Accountants Show.
Guest Information:
Brian Ernest & Mike Ring - Co-founders of Blockchain Crypto Tax Prep
Website: https://cryptotaxprep.io/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode of the Tech Talk for Accountants Show, I am joined by business strategist and certified business coach, Gaynor Meilke to explore marketing approaches and strategies tailored for accounting firms and professionals. We discuss common blind spots in accounting firm marketing such as not considering the end client's perspective and lacking consistency. Gaynor shares tips on niche marketing, choosing niches, showing up where your target audience is, getting client reviews, and effectively communicating how you can help clients. Tune in for actionable advice to improve your accounting firm's marketing.
Guest Information:
Gaynor Meilke - Chief Opportunity Officer, Charisma Ink
X: https://twitter.com/GMeilke
LinkedIn: https://www.linkedin.com/in/gaynormeilke/
Instagram: https://www.instagram.com/charismainkster
Facebook: https://www.facebook.com/gaynor.hardy74/
Website: https://charismaink.com/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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Nancy McClelland, AKA "The Dancing Accountant," joins us to discuss ways bookkeepers and CPAs can work better together to serve their shared clients. We talk about the historical divides between these professions and how modern technologies like Keeper and Right Tool are making new levels of collaboration possible. The goal is to move from merely doing compliance work to providing real advisory services that create value for small business owners. By leveraging each other's strengths, bookkeepers and tax pros can spot issues earlier, have more productive conversations with clients, and ultimately help local companies thrive. Tune in to gain insight into improving communication, vulnerability, and goal alignment across accounting silos.
Guest Information:
Nancy McClelland - The Dancing Accountant
Email: nancy@thedancingaccountant.com
Instagram: https://www.instagram.com/thedancingaccountant
Facebook: https://www.facebook.com/nancythedancingaccountant/
Website: https://www.thedancingaccountant.com/
LinkedIn: https://www.linkedin.com/in/nancy-mcclelland-cpa-mafm-9b6792/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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Janelle Charriere joins me to discuss strategies for growing an accounting firm, including how to set boundaries with clients. We talk about when and how to start saying "no" to undesirable clients, the importance of niche focus, and best practices for firm processes and security. Janelle shares insights from transitioning to running her own firm, structuring services around niche offerings, the value of getting things out of your head and onto paper, and more. Tune in for an insightful conversation on accounting firm growth and management.
Guest Information:
Janelle Charriere - Owner at JCL Strategies
LinkedIn: https://www.linkedin.com/in/janelle-charriere-b7934870/?originalSubdomain=ca
Instagram: https://www.instagram.com/jclstrategies/
Facebook: https://www.facebook.com/jclstrategies
Website: https://www.jclstrategies.ca/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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Dive into how accounting firms can drive efficiency through process automation and software integrations. We explore low-hanging fruit like client onboarding as well as more advanced projects like syncing sales channels to general ledgers. Discover a framework for prioritizing automation based on ease of implementation and value created. Learn the pros and cons of popular automation platforms like Zapier and Make. Look at how artificial intelligence like ChatGPT fits into an automation strategy.
Join us as we geek out over workflows that save time and money on the Tech Talk for Accountants Show!
Guest Information:
Isaac Perdomo - Certified Zapier Expert
LinkedIn: https://www.linkedin.com/in/isaac-perdomo/
YouTube: https://www.youtube.com/@opzerco
Website: https://opzer.co/
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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Should you give away your best advice for free? We discuss why sharing your expertise openly can actually gain you more clients and credibility. Learn how to position yourself as the trusted guide - not the hero - when marketing professional services like accounting. Discover opportunities beyond traditional tactics to build relationships through online communities and niche focus. Guest Matthew Baker, Founder of Benchmark Growth Marketing, shares insights on crafting marketing strategy first and avoiding shiny object syndrome. Tune in to pick up strategic ways any firm can turn free advice into paying customers!
Guest Information:
Matt Banker - Founder & Lead Strategist @ Benchmark Growth Marketing
Twitter: https://twitter.com/mattbanker
LinkedIn: https://www.linkedin.com/in/mattbanker/
Website: https://marketingforaccountingfirms.com/
Podcast: https://shows.acast.com/marketing-for-accounting-firms
Contact Andrew Lassise (Host):
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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Getting paid shouldn't be a chore for accounting firms. Today’s guest, Amanda Connolly, and I discuss how firms can effortlessly collect client payments online. We discuss the importance of niche payment solutions tailored for the accounting industry, including key features like payment plans, recurring billing, and surcharging capabilities. Discover how important exceptional customer service is when resolving issues like failed payments and chargebacks. Whether you want to eliminate paper checks, reduce accounts receivable, or simply get paid faster, CPA Charge has the payment automation tools to take your firm to the next level. Tune in to learn how painless getting paid can be on Tech Talk for Accountants!
Guest Information:
Amanda Connolly - Senior Account Manager @ AffiniPay
Website: CPA Charge
LinkedIn: https://www.linkedin.com/in/amandaconnolly3/
Contact Andrew Lassise:
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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In this episode, I talk with Bryson Webster, VP of Partnerships & Strategy at Canopy, about how they are helping accountants leverage AI to automate workflows in my accounting firm. We discuss how Canopy built an end-to-end practice management suite to eliminate the hassle of disjointed tools that don't communicate. Bryson explains how their integrations with chatGPT allow accountants to streamline client communications and use plain language for custom reporting. He also discusses the pivotal role Canopy's partnership with Right Networks plays in developing cutting-edge solutions tailored for accountants like me. Join us as we continue uncovering new ways for accountants to add value on the Tech 4 Accountants Show!
Guest Information:
Bryson Webster - VP of Partnerships & Strategy at Canopy
Website: Canopy
LinkedIn: https://www.linkedin.com/in/brysonwebster/
Contact Andrew Lassise:
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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Today's episode explores how accountants can expand their service offerings through strategic partnerships, specifically in the area of legal filings and business formation. We discuss the importance of providing value-added services to clients, beyond just tax preparation and bookkeeping. By partnering with companies like CorpNet, accountants can easily facilitate needs like forming an LLC, registering a business, and maintaining compliance across all 50 states. It’s all about leveraging partnerships to complement your expertise and become a true one-stop shop for your client's business needs. Join us as we continue uncovering new ways for accountants to add value on "Tech 4 Accountants Show."
Guest Information:
Nellie Akalp - CEO of CorpNet
Website: CorpNet
Phone: 1-888-449-2638
Instagram: @nellie_akalp
Contact Andrew Lassise:
Email: alassise@rushtechsupport.com
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
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Welcome to another episode of the 'Tech Talk 4 Accountants Show,' where we explore the intersection of accounting and cutting-edge technology. Today's episode, 'Andy Root,' is brimming with insights for accountants aiming to enhance their firms through tech solutions and meaningful relationships. Our host, Andrew Lassise, and an array of speakers engage in critical discussions about the value of proactivity in business and the power of community. They share experiences from the energizing atmosphere of a successful event at the Ritz Carlton in Sarasota, Florida, to the practical trials of managing multiple applications within a firm. Listeners will also find practical advice on technology vetting, getting post-conference support, and leveraging tech for client value. The episode is proudly sponsored by 'Tech for Accountants IT Firm,' offering a complimentary IT audit for our listeners. Don't miss the valuable conversations on accountability, taking action, and the transformative role of technology. Tune in for a blend of personal stories, professional development, and a reminder to engage with the Rightworks Academy. Stay connected, like, share, and don't forget to grab your complimentary IT audit on our website. Thank you for listening to the 'Tech Talk 4 Accountants Show'!
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Will has more than 20 years of experience working with tax and accounting companies to enhance their business strategies, daily operations, and customer interactions. Will was named one of the Top 100 Most Influential People in Accounting by Accounting Today in 2021.
Will Hill Consults was founded out of love for seeing businesses and business leaders bring about positive change. Will has spent more than 20 years helping businesses run more effectively and in ways that benefit their clients. Will started Will Hill Consults in 2022 resulting in his experience and a drive for real change.
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🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for both accounting and engineering led him to found FinOptimal, a groundbreaking company that brings together the best of both worlds. Through FinOptimal, Jesse and his team offer accountants and businesses using QuickBooks innovative solutions that leverage cutting-edge technology. During this episode, Jesse sheds light on the challenges accountants face when it comes to embracing technology. He emphasizes the vast potential of automation in reducing manual tasks and freeing up time for more important work. By combining their accounting knowledge with engineering skills, FinOptimal provides a range of services, including bookkeeping, tax preparation, and financial analysis. This episode serves as a reminder of how important technology is in transforming the accounting sector and promoting productivity.
This podcast is a treasure of knowledge whether you're a business owner looking to maximize your finances or an accountant looking to use technology. Discover the fascinating intersection between accounting and technology by tuning in right now. Prepare to be motivated and inspired as you explore the intriguing possibilities that exist where these two disciplines converge. Don't miss this informative Tech Talk for Accountants episode and be sure to like and subscribe to grow the channel.
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The position of VP of Business Development and Corporate Strategy at Canopy was first held by Bryson Webster in 2022. Before that, from 2022 to 2021, they served as Bolt's Director of Strategic Partnerships. Bryson served in several capacities at Adobe between 2021 and 2011, including Principal, Product Partnerships, Senior Manager, Business Development and partnerships - Experience Cloud, Business Development Manager -Experience Cloud, Business Development Manager - Document Cloud, and Alliance Manager - Digital Media.
Furthermore, Bryson worked as a product manager at Workfront from 2010 to 2010 and as the chairman and CEO of El Pomar Foundation's intern from 2010 to 2010 before joining Adobe. Partnerships, business development, and corporate strategy are managed and led by Bryson. In essence, Bryson is the one who finds original ways for Canopy to expand.
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Judie is a qualified accountant and a member of the ClientHub founding team. She is aware of many of the difficulties faced by theaccounting profession when dealing with SMB clients. She created auser-friendly yet effective platform that offers businesses a completely newapproach to collaborate with their clientele.
The straightforward concept behind Client Hub's creation wasthat businesses required a platform that was made for both their teams andtheir clients. With Client Hub,accountants receive quicker responses, improving client connections andincreasing business productivity. Happycustomers, joyful firm.
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Isaac Smith, the founder of Team Up. Isaac takes us on his entrepreneurial journey, starting with his own bookkeeping firm and expanding into offshoring. The conversation takes unexpected turns, showcasing the dynamic nature of the discussion. Delving into the relevance and advantages of offshoring in the accounting industry, the podcast highlights the success of a company that hires remote workers in the Philippines for accounting firms. Discover the benefits of direct hiring, the evolving perception of offshoring, and the importance of hiring based on skills and attitude. Gain insights into the quality of hiring in other countries for remote work and the significance of effective communication.
Explore the financial advantages of outsourcing to countries like the Philippines and the positive ripple effects of empowering individuals through work. Challenge the notion of entitlement in local talent and embrace the value of recognizing the humanness of all employees, regardless of their location. Don't miss this fun-filled episode of the Tech Talk for Accountants show!
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Tax attorney Eric Green from the Tax Rep Network. They explore how tax representation has become increasingly relevant in the face of AI advancements and the IRS's focus on non-filers and taxpayers with balances. Green stresses the value and profit potential in tax rep practice while shedding light on the IRS's use of AI and data for audit targeting and criminal investigations.
The importance of becoming certified in tax representation work and seeking guidance in innocent spouse cases and offer and compromise processes are emphasized. The episode also delves into the need to set higher prices to avoid commoditization, focusing on high-value clients and the challenges and rewards of handling criminal cases. The hosts discourage competing solely on price and emphasize the importance of letting go of unprofitable clients. Making informed choices, valuing employees, and prioritizing cybersecurity compliance are key takeaways. Join the upcoming talk for further insights on data and AI.
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Paul is the founder and president of RCReports, Inc., a business that offers consulting services and software solutions for Reasonable Compensation to the accounting sector. The first online tool for creating Reasonable Compensation for Shareholder-Employees of S Corps, RCReports.com, was conceptualized by Paul.
Paul has worked as an executive recruiter and a compensation consultant to small firms for the past 18 years. Since earning a Bachelor's degree in Small Business & Entrepreneurship from the University of Colorado Boulder School of Business, Paul has founded and managed a number of successful businesses.
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Ellen Choi is cofounder and COO at Aiwyn. She assists businesses that provide professional services in accelerating their cash flowand providing exceptional client service. The mobile location-based gaming firm Booyah, which was funded by KPCB and Accel, employed Ellen as its Senior Director of Product Management from 2010 through 2013. Prior to that, they worked for Siri, Inc., an early mobile virtual assistant business that Apple purchased in 2010.
Ellen Choi graduated with a BA and MS in Economics and Management Science & Engineering from Stanford University. Additionally, they hold an MBA from Harvard Business School with a focus in General Management. They don't provide the exact beginning and ending years of their education.
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Tonya Schulte, the co-founder of Schulte and Schulte, LLC, had gained enough experience working for nearly 20 years in the corporate world of construction to "bring it home" and launch her own business. She is a mother of three "office helpers" who serve as catalysts to keep her active. She is married to Joe, her co-founder.
Along with managing her own business, she enjoys demonstrating to other accounting professionals who focus on the construction industry how to enhance their businesses by utilizing tactical tools like Knowify.
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Samantha Hallburn is the founder and owner of PBS Accounting and Tax Solutions, as well as Simplified Accounting Management, Inc. Samantha, has more than 10 years of sales, marketing, and public relations expertise. She eventually made her way into banking and lending and works with entrepreneurs from a variety of industries.
Samantha has taught QuickBooks to accounting professionals, small business owners and their staff on a nationwide level since becoming a Certified QuickBooks ProAdvisor in 2016. Her passion is assisting small businesses in streamlining their workflows and operations while relieving them of the burden of accounting and operations so they can concentrate on growing their business(es).
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Stephen Brown- What Led To LedgerGurus' Success?
Stephen Brown is the co-founder and COO at LedgerGurus. Stephen never intended to work in accounting, but Brittany, his wife, gradually persuaded him to do so full-time. Stephen is committed to expanding and scaling the company as a chief operating officer at LedgerGurus. At LedgerGurus, where they are passionate about assisting businesses in developing and succeeding, he saw a chance to help Brittany do something extraordinary and one-of-a-kind.
Since 2014, they have freed small- to medium-sized businesses from the stress of accounting. They decided to become highly specialized in e-commerce accounting after early recognition of its distinctive features. Apps and accounting software are essential to their ability to assist clients successfully. With all the integrations, settings, and ongoing adjustments, utilizing the most superior technology is not an easy task. They combine their accounting experience with the greatest accounting technology to give firms accurate financials.
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Randy Crabtree is a well-known author, lecturer, and podcast host in the accounting industry. He is also a co-founder and partner of Tri-Merit Specialty Tax Professionals. Before joining Tri-Merit, Crabtree was the managing partner of a CPA firm in the greater Chicago area. In addition to working closely with top executives to help them optimize their tax planning strategies, he has more than 30 years of public accounting and tax consulting experience in various industries.
He has hosted the biweekly "The Unique CPA" podcast since 2019, which is among the top 10% of shows on the planet (Source: Listen Score). Randy frequently presents at conferences and online training sessions organized by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global, and several state CPA societies. His articles can be found in Accounting Today's Voices, the AICPA Tax Adviser, and he is a regular contributor to these publications. Top 100 CPA firms across the nation receive continuous professional education from Crabtree as well.
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Vangelis Kyriazis is the Co-Founder and CEO of Syft Analytics. He previously worked as a CA Articles at Investec. He also studied at Witwatersrand University. He launched Syft on January 17 and has had over 3,500 companies sign up for the platform.
Software for reporting and data analytics, Syft Analytics aids in the understanding of financial data by firms and accountants. They provide services to over 50,000 companies across more than 50 nations, and each month they generate hundreds of reports, dashboards, and actionable insights. Live training sessions, frequent webinars, and in-depth knowledge center articles are all included to fast transform you from novice to power user.
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Erik Solbakken is an author, coach, and creator of the Accountant Success Formula, an executive-level program for CPAs. Erik's tried-and-true system aids accountants in maximizing their earnings and obtaining the best clients while acquiring the time and flexibility they deserve. His current interests include spending time with his family, traveling, boating, singing lead in a heavy metal band, coaching and consulting accountants, and going on various adventures.
The Accountant Success Formula programs are for qualified accountants who must adapt their business model to increase net income, draw in their ideal clients, and take back the freedom and time they deserve. Trading money for labor and cranking out as many tax returns as possible is the old corporate model, which is tyrannical, robs us of our freedom and brainwashes us into believing three lies: that our WORTH is equal to the hours we work, that our CLIENTS are naturally priced sensitive to our services, and that tax time just has to SUCK.
Link: https://www.accountantsuccessformula.com/home-page
Free Master Class: https://www.accountantsuccessformula.com/masterclass31550911
Free Book: https://eriksolbakkencpa.com/book/
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🎙️ Join us on the Tech Talk for Accountants show as we dive into an exciting conversation with Nick Chandi, the CEO, and co-founder of ForwardAI. Get ready to be amazed by Forwardly, the groundbreaking real-time payment enabled cashflow management tool designed exclusively for small and medium-sized businesses in North America. 🚀
With its unique B2B focus and seamless integration with accounting software, Forwardly, is about to revolutionize the way businesses handle their finances. Don't miss out on this episode as we explore the key features, benefits, and insights behind this cutting-edge technology. 🌟
Tune in now and get ready to take your cash flow management to new heights! Visit www.forwardly.com to learn more and be part of the future of business finance. 📈💼
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Join us for an exhilarating episode of Tech Talk for Accountants Show, where the remarkable Randy Crabtree, a seasoned accountant and visionary entrepreneur delves into the exciting world of the upcoming Unique CPA Conference. Prepare to be captivated as Randy unveils a groundbreaking platform meticulously crafted to unite accounting professionals, empowering them to forge invaluable connections, acquire new knowledge, and propel their businesses to unprecedented heights.
Discover the riveting tale of Randy's tireless efforts to organize this extraordinary conference, triumphing over countless challenges along the way. His inspiring journey showcases unwavering determination and ingenious problem-solving, leaving you spellbound and ready to embark on your own path to success.
Unleash the potential within you by attending the Unique CPA Conference, where an unparalleled opportunity awaits to immerse yourself in cutting-edge industry trends and groundbreaking technologies. Gain invaluable insights that will empower you to outshine your competition and solidify your position as a trailblazer in the accounting world.
Don't miss out on this must-listen episode, tailor-made for accounting professionals like yourself who refuse to settle for mediocrity. To unearth the secrets behind the conference's transformative power and secure your spot, visit the Tri-Merit website at tri-merit.com. Get ready to embark on a journey that will revolutionize your career and propel you to new heights of success.
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🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for both accounting and engineering led him to found FinOptimal, a groundbreaking company that brings together the best of both worlds. Through FinOptimal, Jesse and his team offer accountants and businesses using QuickBooks innovative solutions that leverage cutting-edge technology. During this episode, Jesse sheds light on the challenges accountants face when it comes to embracing technology. He emphasizes the vast potential of automation in reducing manual tasks and freeing up time for more important work. By combining their accounting knowledge with engineering skills, FinOptimal provides a range of services, including bookkeeping, tax preparation, and financial analysis. This episode serves as a reminder of how important technology is in transforming the accounting sector and promoting productivity. This podcast is a treasure of knowledge whether you're a business owner looking to maximize your finances or an accountant looking to use technology. Discover the fascinating intersection between accounting and technology by tuning in right now. Prepare to be motivated and inspired as you explore the intriguing possibilities that exist where these two disciplines converge. Don't miss this informative Tech Talk for Accountants episode and be sure to like and subscribe to grow the channel.
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Mark Stobel from Nexus to discuss client advisory services and how firm owners can optimize their team tech trajectory. With Mark's insightful tips and strategies, listening to this episode will enhance your life in countless ways. Mark shares his own experience of leaving public accounting and starting a virtual CPA firm, and how he sold it after four years of running it successfully. He also sheds light on the importance of having systems in place and creating a client acquisition strategy to build a scalable and healthy firm. Learn how to find your niche and gain repeated experience to grow your expertise exponentially.
Plus, discover how to lead with solutions instead of services and win the confidence of potential clients. Don't miss out on this informative episode, and be sure to like and subscribe to grow the channel. Visit nexus.com or MarkstoleCPA on LinkedIn to learn more!
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Loren Fogelman, former sports psychologist turned businesscoach works with entrepreneurs to help them work half as much but earntwice as much. She helps accounting businesses charge top dollar and draw inhigh-caliber customers. She explains the significance of understanding who youwant to work with and how to position yourself to attract those customers.
Loren offers detailed advice on how to run a small companymore productively and successfully. She advises establishing limits for workhours and assigning duties outside of your area of expertise. Instead ofcharging hourly rates, she advises designing packages so that customers knowprecisely what they are receiving for their money. Additionally, she suggestscarefully using social media channels by concentrating on one or two placeswhere your target audience is most engaged. Loren's expertise as a sports psychologist turnedbusiness coach offers a unique perspective on how to apply principles of focus,determination, and goal-setting to the world of entrepreneurship.
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Giles Pearson, the CEO and co-founder of Accountests, acompany that specializes in skills assessment and training for CPAs. Theinterview focuses on the role of AI in the accounting industry and how it canbe used to streamline processes, reduce errors, and improve efficiency.
The effect of AI on jobs in the accounting sector is alsodiscussed in the interview. While some lower-level tasks can now be automated,according to Giles Pearson, AI is not necessarily trying to eliminate jobs.Instead, it is a brand-new tool that is stronger than conventional tools andcan address issues with finite solutions. Overall, Giles Pearson thinks thatthrough increasing productivity and lowering errors, AI has the potential tochange the accounting business. But he also acknowledges that integrating AIinto accounting procedures is not without its difficulties. Employeeresistance, for instance, could come from those who worry about losing theirjobs or who are uneasy about using new technologies.
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Eran Shif, head of the Transfer Pricing Division at Avalara,and Sean King, president of Align Global Consulting, were guests on the TechTalk for Accountants show. Eran started his career in the Israeli tax authorityand then moved to EY, where he spent 10 years before joining Avalara. Sean is alawyer by training and spent many years in the international tax and globalstructuring practices in Big Four.
Eran and Sean discussed the importance of substance intransfer pricing and the need for a holistic approach to cross-bordertransactions. They emphasized the bilateral nature of transfer pricing and theinherent risk involved. They also discussed the importance of documentation andthe need for companies to have a clear understanding of their transfer pricingpolicies. Eran and Sean also discussed the challenges that companies face whenit comes to transfer pricing. They noted that transfer pricing is a complexarea of tax law that requires a deep understanding of the business and theindustry in which it operates. They also noted that transfer pricing is an areaof tax law that is constantly evolving, and companies need to stay up-to-datewith the latest developments.
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Donnie Shimamoto is a highly accomplished CPA, CITP, andCGMA with a passion for helping accountants and their clients make betterdecisions around transformation. He is the founder and managing director ofEnterprise Technologies and the inspiration architect for the Center ofAccounting Transformation.
Donny Shimamoto is a thought leader in the accountingindustry and has conducted extensive research on various topics, including theadoption of hybrid work, cybersecurity risk, and diversity, equity, andinclusion practices. He is committed to providing neutral and agnostic researchthat includes the perspectives of solo practitioners and smaller firms. He hasdeveloped various programs and resources based on his research, includingpersonal resilience and client satisfaction.
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Jody Padar is the author of the book called The Radical CPA.She has gained recognition as an evangelist for disruption, technology, andchange under the moniker "Radical CPA." She aspires to modernize theaccounting profession and guide the following generation of accountants towarda better way of life where they may return home on time, provide for theirclients more, and nurture their love for the field.
Jody joined Trullion as a Truth Advisor in March 2021because she is passionate about integrating AI and automation to improve ourindustry. Trullion tackles lease accounting and auditing operations to providea more open and efficient process. She also serves as an adviser and spokespersonfor Botkeeper, an AI-powered automated bookkeeping system that is assistingbusinesses in changing the way they provide client service.
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Luke Templin, CPA, vCFO, is a consultant assisting CPA firmsin growing as a co-founder of a2advisers.com by night, focusing on modernizingthe CPA profession and shifting it from a compliance-focused profession to anadvisory-focused profession. By day, he is a virtual CFO building his secondclient accounting and advisory line of business for Hancock/Dana CPAs.
Templin, a master's in accounting graduate of the Universityof Kansas, resides in Omaha, Nebraska, with his wife, two daughters, and dog.He loves to cook for his family and is a keen outdoorsman. He assists firms ingrowing through keeping key personnel, enhancing operations, creating new linesof business, optimizing pricing, cutting costs, and securing funding.
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Geraldine Carter is a strategy and mindset coach for solo CPAs.Geraldine Carter assists hardworking CPAs in establishing their idealaccounting firm and way of life. Her clients go from being overworked toworking the hours they choose while sustaining and expanding income with250,000 to 1 million in revenue.
She came across CPA after CPA who had the admirable ability to memorize a Google'sworth of tax code and a remarkable flair for solving complicated tax problemsbut little time to provide their clients with more beneficial services. Sincethey struggle to manage their firms in ways that enable them to use theirexpertise and work a fair schedule, talented accountants are thinking aboutleaving the field. She decided to find a solution because she is not one tostand by and do nothing.
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Compliance with sales tax regulations can be an overwhelming burden for companies with limited resources, posing a serious risk of hefty fines and penalties.
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By simplifying sales tax compliance for remote sellers, states can unlock immense economic potential – creating more opportunities for both Sovos and non-Sovos clients.
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By exempting small sellers from sales tax requirements, states can maximize their own gains, demonstrating a shrewd and forward-thinking approach to economic development.
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Retailers nationwide are now mandated to comply with an overwhelming array of state sales tax regulations, making nationwide sales tax compliance an unavoidable burden.
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Chuck Maniace is the Vice President ofRegulatory Analysis & Design at Sovos. To facilitate professional growthwithin the Sovos organization and to improve regulatory understanding in thelarger Sovos community, Chuck places a high value on making time to share hisknowledge, experience, and perspective.
Chuck loves nothing more than visiting Sovos offices throughout theworld and trying the local brews because he is an avid traveler and craft beerconnoisseur. His priority is keeping Sovos clients fully compliant when rates,laws, and regulations change all around them
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With the power of AI technology, universities, newspaper journalism, and customer service can now be transformed in unprecedented ways. ChatGPT's ability to quickly search, copy-paste, and respond to inquiries with lightning-speed accuracy is revolutionizing the way we do business.
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With ChatGPT's creative brainstorming, we were able to successfully bridge the seemingly impossible gap between two software platforms - an incredible feat that would have been impossible without its invaluable insights and solutions.
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Unlock your creative potential with Chat GPT and experience the power of generating unique, innovative ideas without having to switch between creative and logical thinking.
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Tanya Cloud's Boot Camp offers an innovative and empowering experience for accounting professionals, equipping them with exclusive resources and a fresh perspective to build self-assurance.
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Tanya Hilts is the founder of Cloud Business Services. Sheis passionate about reducing procedures, boosting workplace productivity, andimproving client outcomes. Tanya founded "Bookkeeper's Bootcamp" in2017 with the unwavering goal of providing her team and the bookkeepingcommunity at large with the greatest tools possible.
Tanya is a Mentor Plus® Program alumna who has obtained herLevel 5 Certified Advisor accreditation. Only Mentor Plus, the top training andconsulting company for the accounting industry, grants the designation. Tanyais a member of the Intuit Trainer Writer Network, an Advanced CertifiedQuickBooks Online ProAdvisor, and has acquired the title of CertifiedProfessional Bookkeeper with CPB Canada.
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Thanks to Notis cutting-edge e-signature, Amazon Chime video conferencing, and business analytics capabilities, Gen Zers were able to seamlessly transition to remote work during the pandemic.
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Notis is guaranteed to revolutionize the way you manage and track your legal documents, providing an unprecedented level of convenience and customization with its intuitive, user-friendly design.
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By leveraging Notis streamlined communication, task management, and status tracking for clients, businesses can cut their completion time from 3 months to a remarkable 1 month.
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Audrey, an experienced CPA with 30 years of industry knowledge, spearheaded a revolutionary initiative to revolutionize document management for accountants, resulting in a powerful project management tool known as Notis - far superior to traditional methods.
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Joshua Askew is the co-founder of Notis. He is a senior economics major at the University of Delaware. He intends to pursue a job in one of the business disciplines he is interested in, such as marketing or finance. Among his abilities are public speaking, time management, and the capacity to collaborate well with others.
Audrey Askew is the founder of AUDET Inc. She has over 25 years of experience managing engagements in public accounting. Audrey also teaches accounting as an adjunct at Howard Community College. She has dealt with clients who required accounting advice for the past 20 years. Her main areas of business concentration include mid-sized public enterprises, municipal government, and nonprofits.
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The conversion tool that Intuit uses for converting desktop companies to Qbo does not work well with multicurrency companies.
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The author chose to write the guide for QuickBooks Desktop first because the features are more stable and less likely to change than those in QuickBooks Online.
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By specializing in a certain area, you become an expert in that field and can better serve your clients. This also allows you to develop processes and shortcuts that come with experience and save time in the long run.
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The multi-currency function in QuickBooks allows businesses to manage transactions in multiple currencies, making it an essential tool for businesses that operate in multiple countries.
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Esther Friedberg Karp is a well-known trainer, author, and speaker who hails from Toronto and owns and operates the QuickBooks consulting firm EFK CompuBooks Inc. She develops and delivers QuickBooks training programs for Intuit, and she is certified in several locations, including the international versions, in both desktop and online QuickBooks software.
Esther was recognized as one of the top 100 QuickBooks ProAdvisors worldwide in 2015, 2016, and 2017. She was also recognized as one of the Top 50 Women in Accounting for 2017. She was also a nominee for the 2018 RBC Canadian Women Entrepreneur Awards. Her objectives are to increase the number of client projects she works on, expand her professional speaking engagements, and write more.
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If you're an accountant, then you know that QuickBooks desktop is still the gold standard for small businesses in the US. But what you may not know is that the narrative around AI and technology replacing accountants is totally torpedoing our pipeline right now. This is a huge opportunity for firms who are willing to embrace the change. Unfortunately, the narrative is making us more efficient.
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The most exciting application of AI in accounting is its potential to be built into practice management systems, where it can provide more intelligent responses to emails, automatically fetch requested documents, and more.
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If you're looking for a powerful way to integrate data across cloud apps, The Tech Talk for Accountants Show is a great resource. In this episode, you'll learn how running your business in the cloud can give you a competitive edge.
What is undefined?
The undefined data type is a data type that represents the absence of a value. It is used to indicate that a variable has not been initialized, or that a function has been called with an incorrect number of arguments.
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Twitter became a go-to source of information for this speaker during the COVID-19 pandemic because it was more efficient than traditional research methods and allowed for collaboration among users.
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Jason Staats is the founder of Realize. He guides you through brainstorming, writing, and the different ways to put your material out to attract & educate clients while establishing your brand. He had led a $5M accounting firm for the previous 18 months, grown a SAAS to $30k MRR, sold a startup, grew a creatorpreneur business to $10k MRR, and created commercials for LinkedIn and Zapier.
Realize is a community of accounting firm leaders who put much effort into working together to grow. What began as a small community of like-minded company owners has expanded to include more than 300 skilled accountants globally.
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The compliance work needs to be done, needs to be done right and it kind of leads towards that advisory.
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Data visualization is a powerful tool that can help businesses spot trends and anomalies in their data. This can help businesses make better decisions about things like staffing and marketing.
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The visualization tool will help users to better understand the data and identify key patterns that would otherwise be difficult to see.
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The data analysis provided by an outside firm can help business owners make smart decisions about their company by identifying trends and forecasting future sales.
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Vangelis Kyriazis is the Co-Founder and CEO of Syft Analytics. He previously worked as a CA Articles at Investec. He also studied at Witwatersrand University. He launched Syft on January 17 and has had over 3,500 companies sign up for the platform.
Software for reporting and data analytics, Syft Analytics aids in the understanding of financial data by firms and accountants. They provide services to over 50,000 companies across more than 50 nations, and each month they generate hundreds of reports, dashboards, and actionable insights. Live training sessions, frequent webinars, and in-depth knowledge center articles are all included to fast transform you from novice to power user.
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The sunk cost fallacy often leads us to continued frustration with new tools- it's important to evaluate if the costs (in time and money) are worth it.
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Think about how the main partner's decisions impact the accounting firm – and don't make changes just for the sake of it. Change is the only constant, but that doesn't mean everything needs to be blown up every time something happens.
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The needs of a business change over time, so the tools that a business uses to manage its workflow should be evaluated regularly to ensure that they are still the best fit for the company's needs.
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The emotional attachment or disenfranchisement to what is already there can often times be stronger than the mental baggage of starting fresh, causing many firms to pay the price for transition.
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Will has more than 20 years of experience working with tax and accounting companies to enhance their business strategies, daily operations, and customer interactions. Will was named one of the Top 100 Most Influential People in Accounting by Accounting Today in 2021.
Will Hill Consults was founded out of love for seeing businesses and business leaders bring about positive change. Will has spent more than 20 years helping businesses run more effectively and in ways that benefit their clients. Will started Will Hill Consults in 2022 resulting in his experience and a drive for real change.
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Different buyers today weigh in on that differently. Right. Previous generations, we'd go to our country club and we'd ask for referral. That was the form of looking at a review online or a testimonial. In today's buyers, so much of that research is done online.
Sarah Dobek https://Inovautus.com
https://inovautus.com/news-insights/growth-outlook-for-accounting-firms/
Inovautus
CPA Firm Marketing | Inovautus Consulting - Practical Ideas for Growth
Inovautus Consulting is a leading CPA marketing firm that specializes in strategic growth services and sales training for accounting firms.
Inovautus
The Growth Outlook for CPA Firms - Inovautus
The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued
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Even if you can't take on a whole lot of new clients, protect your brand and your reputation by getting back to them and offering them a suggested alternative.
Sarah Dobek https://Inovautus.com
https://inovautus.com/news-insights/growth-outlook-for-accounting-firms/
Inovautus
CPA Firm Marketing | Inovautus Consulting - Practical Ideas for Growth
Inovautus Consulting is a leading CPA marketing firm that specializes in strategic growth services and sales training for accounting firms.
Inovautus
The Growth Outlook for CPA Firms - Inovautus
The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued
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This episode of Tech 4 Accountants is all about how to be mindful of our instincts and adapt to changing environments. Mike talks about how we often don't listen to our instincts enough, and how important it is to have a growth mindset. This is a great episode for anyone who wants to learn more about how to be successful in business.
Sarah Dobek https://Inovautus.com
https://inovautus.com/news-insights/growth-outlook-for-accounting-firms/
Inovautus
CPA Firm Marketing | Inovautus Consulting - Practical Ideas for Growth
Inovautus Consulting is a leading CPA marketing firm that specializes in strategic growth services and sales training for accounting firms.
Inovautus
The Growth Outlook for CPA Firms - Inovautus
The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued
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As we approach tax season, it's important for accountants to focus on providing excellent client service and communication. This will help them build a strong reputation and brand experience that will lead to long-term growth.
Sarah Dobek https://Inovautus.com
https://inovautus.com/news-insights/growth-outlook-for-accounting-firms/
Inovautus
CPA Firm Marketing | Inovautus Consulting - Practical Ideas for Growth
Inovautus Consulting is a leading CPA marketing firm that specializes in strategic growth services and sales training for accounting firms.
Inovautus
The Growth Outlook for CPA Firms - Inovautus
The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued
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Inovautus Consulting, a nationwide consulting company that creates strategies, processes, and training to aid accounting companies in growing more quickly and effectively, was founded and led by Sarah Johnson Dobek. With her systematic commitment to best practices and aptitude for comprehending an organization's starting point, Sarah helps businesses succeed and grow.
Sarah and her team assist businesses in determining their growth objectives and implementing workable marketing and business development strategies. With her distinctive expertise in operations, human resources, practice management, and marketing, Sarah provides organizations with sage, helpful guidance that directs them in the direction of the growth they want.
Sarah Dobek
https://Inovautus.com
https://inovautus.com/news-insights/growth-outlook-for-accounting-firms/
Inovautus
CPA Firm Marketing | Inovautus Consulting - Practical Ideas for Growth
Inovautus Consulting is a leading CPA marketing firm that specializes in strategic growth services and sales training for accounting firms.
Inovautus
The Growth Outlook for CPA Firms - Inovautus
The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued
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It is important to ensure that you have the buy-in from the right people before embarking on any type of process change. Without the right people on board, any change is likely to fail.
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The biggest problem that my clients have is reporting. They spend so much time and energy every month on creating reports in Excel, which can be very tedious and time-consuming.
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If you want to keep up with the latest technology trends, you need to move to cloud-based applications. Artificial intelligence is one of the biggest trends in technology, and all the publishers know that they're not investing in their on-prem applications anymore. The right technology is all cloud based today.
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The use of technology to solve problems is becoming increasingly commonplace, and the Chief Cloud Officer is responsible for helping organizations assess and migrate their processes to the cloud.
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David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his position, he is accountable for using cloud-based solutions and sector-specific service knowledge for ERP, CPM, CRM, AP Automation, and other crucial business processes to assist firms in growing strategically.
He is a Sage Intacct Certified Consultant and possesses the GIAC Security Essentials Certification. He is a frequent lecturer for the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), and various state accounting societies (GSEC). He served as both the previous president of the California CPA Education Foundation and the past chair of the AICPA IT Executive Committee.
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If you're looking for marketing advice that will help you target accountants and small businesses, this episode is a must-listen. The speaker discusses the difficulty of marketing to these groups and how the cycle for a lead can take nine months. This episode is packed with useful information and is a great resource for anyone looking to learn more about marketing to this demographic.
-How to market to accountants
-How to market to small businesses
-The difficulties of marketing to these groups
-The lead cycle for a sale
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The big misconception is that sales and marketing are the same thing. They are not the same thing and a lot of people want someone that is going to dabble in both.
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Looking to start marketing in 2020? This episode of Tech 4 Accountant is for you! In it, the speakers discuss their experiences with marketing, specifically beginner SEO for accountants and app companies. They explain how beginner SEO is helpful for understanding how a company is being found and how they want to be found. They also mention the importance of diversifying a client base. This episode is packed with useful information for anyone looking to get started in marketing.
-How to get started with marketing
-The importance of SEO for businesses
-How to diversify your client base
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This was a very pivotal moment because it showed that she was willing to take a risk and go for what she wanted without a safety net.
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Kelly Gonsalves is the founder of Totally Booked, the co-founder, of Totally SEO, the co-founder of Ideation: Think Forward, the co-founder of Leading Lady Machine Works, the top 10 ProAdvisor in the World, and top 50 Cloud Accountants North America. She is a real businessperson who invests fully at all times. Kelly is a formidable opponent. Kelly started Totally Booked five years ago, marking the beginning of her first endeavor (TM). The goal is to help all small businesses increase their profitability by using effective accounting procedures.
Many would relax and enjoy their accomplishment, but Kelly is not the majority. She doesn't appear to be slowing down. Kelly started a new company called Totally SEO in 2020. The main goal of Totally SEO is straightforward: to increase the visibility of accounting experts and app partners within the target audience so that they can concentrate on building the successful businesses they deserve.
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The accounting industry is evolving and struggling to keep up with the changing markets, which has been exacerbated by the COVID pandemic. The remote workforce has become more common, but it has also made it harder to maintain the leadership connection from people in different offices.
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The current market trend for accounting firms is to move heavily into the advisory sector in order to better service their clients' needs. This can be done through building up an internal team, acquiring another firm, or partnering with another company.
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The first step to selling a business is to have a conversation about what the firm is worth and what kind of expectations there are in the market. This will help to set a realistic price for the business.
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The decrease in the talent pool for accountants has left many firms struggling to maintain their businesses. Without enough young people coming into the profession and an aging baby boomer population, firms are having to rely on outsourcing and other methods to keep up. This can often be difficult and unprofitable, leading many firms to consider selling or merging.
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Bob, who is among Accounting Today's Most Influential People, has dedicated his life to advancing the CPA profession for the past 25 years. In order to combine or purchase a CPA firm or a non-accounting company like a computer company, VAR, or consulting group, he works with the Top 10 on down. His deal help comprises full deal cycle management, from inception through discussions and closing, as well as deal counseling for prospects a firm independently identifies. Bob holds more than thirty speaking events annually on average.
He attended DePaul University in Chicago where he earned both an MBA and a degree in finance. He has vast experience working with the leadership of CPA firms and supervised a regional accounting team for a Fortune 36 corporation. He helps with businesses to help their partners and staff improve their selling skills, mine clients, and build referral networks. He also teaches value pricing, specialty development, and can set up outsourcing options.
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The budgeting and forecasting process is not sexy, but it is important. Large companies embrace this process because it allows them to accurately predict the future. As a business adviser, you should be familiar with this process and be able to help your clients solve problems.
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If you're looking for tips on creating and sticking to a budget, this episode is a must-listen. In it, the importance of delegating budget decisions to employees is discussed, along with the cadence and monthly review process that are critical to making a budget work. You'll come away from this episode with a better understanding of how to budget effectively and make it work for your business.
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The benefits of using a rolling forecast process for businesses. This process allows businesses to track their progress and make adjustments as necessary, based on actual results for past months. This is an essential tool for businesses of all sizes.
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At Playing Guru, we provide budgeting, forecasting, and financial modeling software to businesses of all sizes. Our software is flexible and easy-to-use, allowing users to get down into the weeds and create detailed forecasts. I'm the CEO of Playing Guru and have 12 years of experience with the company. Prior to Playing Guru, I worked at IBM in their finance department.
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Christian formerly worked for IBM's Global Technologies Group as the Worldwide Plan Analyst before joining PlanGuru. Before it, he worked in a comparable capacity for IBM North American Operations. He has assisted hundreds of companies, non-profits, and financial experts since joining PlanGuru in creating more precise budgets, projections, and plans faster.
In PlanGuru, they assist businesses in carrying out this type of analysis faster and more effectively than they could with Excel. Additionally, they help small firms carry out these crucial procedures for the first time by working closely with them or allowing their accounting company or consultant to do so.
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The way to increase the value of your services is to have a conversation with the client about the value they will receive from the solution you provide.
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Listen to the amazing story of how one accountant went from making $700,000 a year to living a life of joy and freedom. Learn the science behind happiness and how you can use it to transform your life. This episode will change the way you think about success and happiness.
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CPA firms typically aim for a 50% profit margin, but most don't come close. When I had my accounting practice, my profit margin was 73%.
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The traditional model of success in accounting is outdated and does not lead to a fulfilling life.
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Erik Solbakken is an author, coach, and creator of the Accountant Success Formula, an executive-level program for CPAs. Erik's tried-and-true system aids accountants in maximizing their earnings and obtaining the best clients while acquiring the time and flexibility they deserve. His current interests include spending time with his family, travelling, boating, singing lead in a heavy metal band, coaching and consulting accountants, and going on various adventures.
The Accountant Success Formula programs are for qualified accountants who must adapt their business model to increase net income, draw in their ideal clients, and take back the freedom and time they deserve. Trading money for labor and cranking out as many tax returns as possible is the old corporate model, which is tyrannical, robs us of our freedom, and brainwashes us into believing three lies: that our WORTH is equal to the hours we work, that our CLIENTS are naturally priced sensitive to our services, and that tax time just has to SUCK.
Link: https://www.accountantsuccessformula.com/home-page
Free Master Class: https://www.accountantsuccessformula.com/masterclass31550911
Free Book: https://eriksolbakkencpa.com/book/
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The most important thing for a job applicant to do is to tailor their resume to each specific job they apply for. This can be done by backwards engineering the job listing to understand what skills and responsibilities the employer is looking for, and then adapting your template resume to fit those requirements.
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When considering whether or not to use a new technology in your business, assess what problem or challenge you're facing that you're trying to resolve, and whether or not you've already systematized it.
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The importance of standing out when seeking employment. Utilizing best practices, such as research and connecting with the interviewer, can help make the candidate more top of mind.
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The most important thing you can do when job hunting is to make sure your resume and cover letter stand out. One way to do this is to address the specific qualifications the employer is looking for in your cover letter. This shows you have what it takes to do the job and makes you more personable than a resume alone.
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When job hunting, it is important to make your resume stand out from the rest. One way to do this is by using keywords that are relevant to the position you are applying for. Another way to make your resume stand out is by actively reaching out to the employer and expressing your interest in the position.
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Roger Knecht is the president of Universal Accounting Center, which assists accountants in having the best accounting company in their community that provides high-quality, value-added services with assurance and competence. Over more than 20 years, he has assisted thousands of accounting professionals in starting and growing their firms, developed programs to address every facet of an accounting business, and co-authored Red to Black, the how-to guide for accountants to assist clients with the most typical business difficulties.
In addition, Roger is a leader in strategic business development who works with business owners to set short- and long-term goals, strategies, plans, and policies that will boost sales, boost profitability, and increase the value of the company.
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It is useful to understand the process behind algorithms instead of blindly trusting them. This understanding allows for more critical thinking and creativity when problem solving.
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Working from home can impact productivity due to isolation, something to be aware of to prevent productivity decline.
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The best way to ensure employees are productive is to trust them and judge their output, not by how many hours they clock in.
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If you're looking for ways to be more productive, this episode of The Tech Talk Accountant Show Podcast is a must-listen. The speaker discusses the importance of having a dedicated space to work in order to minimize distractions and maximize productivity. He shares how he has worked from home for most of his career and has found that having a dedicated space to work in has been helpful in allowing him to focus. This episode is packed with useful tips and advice that will help you boost your productivity
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Ted Needleman is a former editor-in-chief of accounting technology and a contributing editor to accounting today for the last 25 years. He has a track record of accomplishments as a Contributing Editor in the publishing sector. Competent in marketing strategy, technical writing, operations management, social media, and advertising. Dedicated media and communication professional with an MS from Iona College with a teaching concentration.
About 4,000 reviews, editorials, feature articles, and two books—including the first book ever published on using PCs in a small accounting firm—have been produced by him in his spare time. The other book is titled Accountant's Guide to the Internet. In his leisure time, he enjoys reading science fiction and action thrillers, playing with Raspberry Pi computers, and listening to music. He also enjoys reading magazines about the Maker Movement.
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If you're a small business owner, keeping track of your finances is essential to your success. But who has the time to do all the bookkeeping? That's where outsourced accounting and bookkeeping services come in.
These services are growing in popularity because they offer several benefits to small businesses. They can save you time and money and free up your staff to focus on other tasks.
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If you're a business owner, you know how important it is to maintain the trust of your clients. But did you know that one of the best ways to do that is by ensuring that you're providing them with accurate information about the value you provide?
Outsourcing your accounting to a professional can be a great way to ensure that your clients always have access to accurate information about your business.
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If you're looking for a way to improve your efficiency and accuracy while closing your books, in this episode, you'll learn how accountants are billing clients based on value and how automation can save you time and money. Don't miss out on this informative episode.
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Billing and accounting software has evolved from being focused on sales to automating back-office processes like expense reports and bill pay. This has made these solutions more efficient and allowed companies to invest more in them.
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Bob is an SVP, Accountant Channel Development at Corpay One. His expertise and passion are using innovative solutions and automating historically inefficient business processes to develop high-growth channels and strategies in financial accounting and ERP ecosystems for early-stage cloud/mobile businesses to develop strategic partnerships.
His leadership philosophy is based on empowerment and engagement. With a clear mission to enable team members to develop their skills, gain experience, and build relationships they can use to take their careers to the next level in our rapidly growing organization.
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Investing in employees and helping them to develop and grow their career will result in happier staff and less of a staffing problem.
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The biggest asset of an accounting business is its people, yet firms often fail to invest enough time in developing their careers. This podcast episode explores why this is a problem and how firms can retain employees by focusing on their people.
-What is the focus of the podcast?
-How can firms better retain employees?
-What are the benefits of investing in employees?
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The podcast is about how to manage a remote team. The speaker believes that if a company already has a remote team, adding another office (in a different country) does not present many challenges. However, if a company does not have a remote team, it is important to create good process and train the employees well. Otherwise, the company's process will be exposed when working with a remote team.
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The challenges of managing a remote team
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The importance of creating good process
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The importance of training employees well
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Are you struggling to keep up with demand from clients? Do you feel like you're in over your head?
You're not alone. In this episode of True Stories & Science, we talk to a financial services business owner who struggled with the same issues. But he didn't give up. He found a way to set up his own back office in Australia and now employs over 2300 people.
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Nick Sinclair is a well-known expert on accounting outsourcing. He founded TOA Global in 2013 to address the most common pain points accounting, and bookkeeping firms face, including capacity, profitability, people, and time. His interest is assisting accounting firms in developing outstanding employees, giving them more time, ability, and capability to impact the SME communities positively they serve worldwide.
Small and large international organizations can get specialized outsourced accounting talent from TOA Global. Put the abilities of their employees to work for you. Based on a comparison of the employee sizes at the top 5 Philippine accounting firms, TOA Global is currently one of the country's largest employers in the accounting sector.
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The importance of sharing knowledge is emphasized by the fact that it is free for attendees and provides high quality information.
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Looking to stay ahead of the curve in the accounting and tax industry? Then this year's virtual conference on "the future of accounting and tax" is a must-attend event. Featuring speakers on a variety of topics, including employee retention, technology, and crypto, this conference will provide attendees with the insights and tools they need to stay ahead of the competition.
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The Unique CPA podcast was created when the team realized that John would be the perfect host for a show discussing topics in the accounting industry.
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Craft beer became a passion in college and has continued to grow since then. Traveling has exposed him to different local craft breweries that have inspired him to get involved in the industry. He is now a partner at the beer temple, where they incorporate beer into Trimerit events.
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In the accounting industry, Randy Crabtree is a well-known author, lecturer, and podcast host. He is also a co-founder and partner of Tri-Merit Specialty Tax Professionals. Crabtree was the managing partner of a CPA firm in the greater Chicago area before he joined Tri-Merit. In addition to working closely with top executives to help them optimize their tax planning strategies, he has more than 30 years of public accounting and tax consulting experience in a wide range of industries.
He has been the host of the biweekly "The Unique CPA" podcast since 2019, which is among the top 10% of shows on the planet (Source: Listen Score). Randy frequently presents at conferences and online training sessions organized by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global, and several state CPA societies. His articles can be found in Accounting Today's Voices, the AICPA Tax Adviser, and he is a regular contributor to these publications. Top 100 CPA firms across the nation receive continuous professional education from Crabtree as well.
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The agreement will generate the invoice automatically, according to the terms, according to everything stated there, and the payment will be automated as well.
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If you're looking for a truly automated system, you need to start with the agreement phase. Instead of sending a DocuSign, you'll send a link to a cool, mobile website that's actually your agreement. Still keeping the automation as things change.
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The late payments of almost half of all service providers in the US makes it difficult to manage and grow their businesses, causing many to stay small. This is due to revenue leakage, which is when companies forget or waive discounts and other money they are entitled to.
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"If you're a small business owner, then you know that late payments can be a real problem. But did you know that there's something called 'revenue leakage'? This is when payments that should be made on time don't come through, and it can have a big impact on your business. Weasel words like this can be hard to predict, but we're here to help. In this episode, we'll be talking about revenue leakage and how to avoid it.
https://www.sayanchor.com/tech4accountants?utm_source=Partnership&utm_medium=email&utm_campaign=T4ABF&utm_content=LP&pa_id=erSJ4UHQwCA
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Omry Man is the Co-Founder & CRO at Anchor. He is a knowledgeable software entrepreneur with 15 years of practical expertise in business development and digital marketing. The man established three businesses before joining Anchor, including the CMS platform NTT, the software monetization network Zebra Media, and the growth hacking consultancy Winja for the software/SaaS market.
A cloud-based platform called Anchor automates the billing and collection process for service providers, reducing costs and late payments. Anchor simultaneously solves the most urgent issues with accounts receivable because it was created for the special billing requirements of service providers. The clarity in cash flow is provided by Anchor's system, which delivers fully automated invoicing and collections.
https://www.sayanchor.com/tech4accountants?utm_source=Partnership&utm_medium=email&utm_campaign=T4ABF&utm_content=LP&pa_id=erSJ4UHQwCA
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Looking to learn more about the economics of the music industry and how it has changed over time? Then be sure to check out the latest episode of the popular podcast, "CPE: The Economics of the Music Industry." In this episode, CPE breaks down the economics of the music industry and how those economics have changed over time.
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The NHL's due diligence process allowed John Spano to fraudulently purchase the New York Islanders and run the team for several months before anyone realized what had happened.
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The CEO of Nike, the CFO of Slack and Shopify, the guy who invented Amazon Alexa, and the first female Admiral in the US Navy have all been interviewed on the podcast. These are really interesting people that bring a lot of fantastic insights to the accounting community.
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The company's goal is to make professional education enjoyable. They achieve this by providing engaging and entertaining content, as well as making their app easy to use.
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Michael is the CoFounder, CEO and Host at LumiQ. He began his career at Ernst and Young as an external auditor before switching to Protiviti to work as a risk management consultant. Then, while holding a position at Scotiabank, Michael finished his MA in international affairs with a focus on counterterrorism.
Engaging talks with business professionals are recognized as verified professional development on the LumiQ mobile podcast app. We've transformed professional education into something it's never been before: fun. It includes a beautiful mobile app, automatic documentation monitoring, and new episodes every week.
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Are you looking for tips to improve your SEO? Then this episode is for you! In this episode, we'll discuss the importance of being patient and flexible when trying to achieve SEO success. We'll also share some powerful and effective SEO tips that you can use to help improve your ranking. So tune in and learn how you can take your SEO game to the next level!
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The pandemic has led to a change in the way CPAs are obtaining their Continuing Professional Education (CPE), with many firms now providing CPE internally. This has had both positive and negative impacts for CPE providers. Those that were already online have struggled less, due to their focus on technical SEO and content creation.
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The advancement of internet marketing has been accelerated tenfold due to the outbreak of COVID-19 which has compressed years of innovation into a much shorter time frame.
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Listen in as we explore the early days of online CPE providers and the challenges faced in marketing and selling these courses. This was back before there was a lot of online CPE providers. After I made that famous quote, we were the fifth website to provide CPE online ever. Now, there's probably close to one or two such websites, but back then, there was nothing. He learned how to market and sell things online. He liked it better than flying around the
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Tad Stephens is the founder and director of CPE think.com, offering CPE to CPAs and IRS EAS. He is also the founder of microsuccessful.com, doing private label affiliate marketing. Tad intends to provide free marketing assistance to others by demonstrating how I can assist. Additionally, he helps content producers in promoting their products and service.
CPEthink aims to offer CPAs, licensed professionals, general practitioners, and individual industry-leading online interactive self-study CPE and professional development courses and tests. You may access their courses, practice questions, and final examinations online. In addition, you can print or download their systems and practice questions in PDF format.
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One of the things to keep in mind is that cyber insurance is becoming increasingly important as cyber attacks become more common and more costly. Make sure you are adequately covered in case of an attack.
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One issue with cybersecurity insurance is that companies have to meet certain standards in order to qualify for coverage, and if they don't, their premiums can be doubled or tripled.
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The insurance industry has been struggling to keep up with the increased demand for claims due to the pandemic. In response, they have tightened down the underwriting process to try and combat the losses they have been incurring. This has caused many people to be unable to get the coverage they need.
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Cyber insurance is designed to protect firms from damages related to cyber attacks, rather than clients. Professional liability policies often have some form of cyber coverage, but this is generally insufficient.
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Rob Ferrini, who has more than 20 years of business experience, manages the cyber liability and data breach response program at McGowanPRO and is based in Norwood, Massachusetts. Rob uses his knowledge to assist CPAs, attorneys, financial planners, and other professionals in locating the correct insurance suited to their needs.
He has recently lectured on information security and data breach coverage at the CPA Firm Management Association Conference (2018), AGN International (2019), and AIPCA & CIMA, among other national conferences (2019). In addition, Rob has owned several small businesses in the retail and service sectors. From this experience, he has gained invaluable first-hand knowledge of the particular difficulties, dangers, and requirements of professional service enterprises.
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As an accountant, it is important to build a relationship with your clients so that they have correct expectations. They should expect other reports to be ready by the 10th of each month, and not expect it on the night. After nine years of working in the business, the accountant who used the product is more experienced now.
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The primary driver of Lifelong's growth has been customers referring their friends to the product. This is due to the satisfaction of customers who see the value in the product.
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The founders of this company saw a problem with inefficiency in spreadsheets and decided to create a solution that would make reporting much easier for those who have to do it regularly.
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Live Flow brings QuickBooks reports to life, allowing users to connect QuickBooks to Google Sheets or Excel and pipe data into custom dashboards. This saves valuable time otherwise spent on manually cleaning and reasoning data.
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She has a background in banking and worked at Revolut previously, so she is familiar with what it's like to work inside a business that has experienced rapid development. During her tenure there, Anita developed a passion for startups and saw how crucial it is for companies to understand finance. It struck a chord with her so firmly that she is currently developing LiveFlow.io, a hub for automating your business finances.
She solidified Rewards' status as a platform for data-driven customer acquisition for partners and a method of consumer engagement for Revolut. Anita oversaw the product distribution to thirteen regions across EMEA, the US, and APAC. Anita, a global citizen, was granted a Global Talent Visa in the UK.
To find more about Anita: https://www.liveflow.io/solutions/accountants
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Excellence is not an act, but a habit. This is especially true when it comes to keeping your books clean. Adams Firm has seen that the best way to keep your books clean is to ask for clarity on uncategorized transactions once a week. This gives the client a touch point and allows the accountant to keep the books up to date.
Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads
Starbucks — UncatFix uncategorized transactions with Uncat.
Free Downloads — UncatFix uncategorized transactions with Uncat.
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The average value of an uncategorized transaction is actually just above $600, which we were surprised. We thought, hey, a lot of this is just should be miscellaneous, right? Little small purchases at gas stations here and there and stuff.
Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads
Starbucks — UncatFix uncategorized transactions with Uncat.
Free Downloads — UncatFix uncategorized transactions with Uncat.
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The usual suspects when it comes to categorizing transactions are big box stores like Amazon, Walmart, and Target. However, it can be difficult to categorize these transactions without more information from the client. One solution is to use a communication tool to get answers back from clients with less friction.
Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads
Starbucks — UncatFix uncategorized transactions with Uncat.
Free Downloads — UncatFix uncategorized transactions with Uncat.
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UNCAT is a technology company that specializes in developing apps for QuickBooks users. The company's latest app, UNCAT Sync, is designed to automate the process of sending and receiving spreadsheets of uncategorized transactions.
Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads
Starbucks — UncatFix uncategorized transactions with Uncat.
Free Downloads — UncatFix uncategorized transactions with Uncat.
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Uncat's current CEO is Brandon Bruce, who joined the organization in October 2019. Brandon spent the months of October 2019 through April 2020 as an entrepreneur-in-residence at Greater Sum Ventures before joining Uncat. From January 2011 to March 2019, Brandon co-founded Cirrus Insight and held the position of COO.
In addition, from June 2009 to June 2012, Brandon served as Maryville College's director of gifts and grants. In September 1999, Brandon started their career as an operations manager at Rangefire Integrated Networks, where they remained until September 2000.
Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads
Starbucks — UncatFix uncategorized transactions with Uncat.
Free Downloads — UncatFix uncategorized transactions with Uncat.
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The first step to not being afraid of automation is understanding what it is and what it is not. Automation is a tool that can help businesses reduce errors and improve scalability. It is not a tool that is designed to replace people.
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If you automate your processes without understanding them first, you could miss important details. It's crucial to have someone manage your automation, so that your organization can avoid any potential disasters.
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The platform focuses on workflow optimization and automation, meaning we manage your entire workflow, not just specific tasks. This is key to sustaining Zapier integrations long-term, as breakages are bound to happen natural.
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As an accounting firm, we know the pain points and what automations will and won't work for certain business workflows. We believe you get more value from a specialist who understands your position and can provide insight and support.
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Korey Cournoyer is the Director of Corporate Development & Strategy at GrowthLab Financial Services Incorporation. Korey's strategy remains the same regardless of whether he's working on side projects better to take advantage of the development of new technologies or talking with local business owners to comprehend the effects of regulation on startups and innovation.
GrowthLab is an extension of the management team for startups and small businesses. GrowthLab can assist small firms with all aspects of finance, including forwarding business modeling, financial management, capital raising, or board relations, thanks to cloud-based technologies and years of experience.
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The integration of our returns with our audit system is important to discuss with our vendors to ensure compatibility and ease of use. With the recent push to cloud-based software, many vendors have created specific niche software that may not be compatible with other vendors. This can create a problem when trying to get the same software to communicate with each other. As accountants, we need to be able to have a high-level discussion about security and what we can do to protect our data. Additionally, we need to be able to discuss how we can get out of the office faster, and share documents with clients.
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The benefits of the system are vast, and include increased efficiency, productivity, and work-life balance for your accounting staff.
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We actually bundle things in our service just so that we have them, because we're on the hook to bring people back. And so if somebody doesn't understand they are being irresponsible or doesn't want to take the appropriate created steps, um, we circumvent that by making sure we do it in the first place.
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A business need is a requirement that a business has in order to function. Common business needs include things like storage, security, backup, and disaster recovery.
Some common server
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Joshua Holman is an ITAAS thought leader for the CPA Industry, with over three decades of experience in IT communication, accounting, and data management systems. Governmental, commercial, financial, and high-tech sectors are all covered by Holman's online and in-person consulting experience.
He was a previous speaker at Thomson Reuters Synergy and multiple CPA Society events and a consultant for firm IT. Holman improved Carmel Companies' accounting system to allow for easy data entry and retrieval, established a WAN/VPN network encompassing seven states and 45 sites, and linked various IT systems following the company's merger.
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Offering employees the ability to work remotely can be a great way to attract and retain talent in today's market. Providing flexibility, respect, and feedback are key to keeping your team happy and engaged.
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The biggest problem with documentation is disorganization, which kills productivity. Our philosophy is to store everything related to the work and the client on the actual work itself. This way, your team can access related emails, documents, meeting notes, contact information, passwords, and apps with just one click.
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One of the main difficulties teams in businesses encounter is this. It's one thing if the owner of the owner sees the benefit in putting something into place, like a workflow solution, because the owner is at the unit and is making the decision because he wants to be able to have the visibility to know.
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Financial Sense is a workflow tool designed specifically for accounting firms. It provides the visibility, organization, and collaboration features that firm owners need to effectively manage their teams.
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Shahram Zarshenas is the CEO of Financial Cents and the managing director of Totality Venture Partners. He has a strong sense of interpersonal relationships and is highly driven. Shahram firmly thinks that success can be attained through perseverance and challenging effort.
Financial Cents develops strategic relationships with CPA firms, banks, and other financial institutions. It collaborates closely with current users to better understand our customers and the underlying value propositions. It also manages product development and makes tactical decisions to modify our software to meet customers' needs better.
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In 2013, he founded Xen Accounting, an entirely online accounting service. It was the first of its sort in Canada, and it was entirely virtual, with an emphasis on automation and a remote team of geeky CPAs, bookkeepers, and programmers. Because of the tech-oriented, scalable platform in place, Xen Accounting was acquired by a large European corporate services firm after only five years. Ryan founded Future Practice in 2018 to assist accountants in rapidly growing their own modern, scalable firm.
In 2021, he launched Future Firm Accelerate, an online coaching program that combines online courses, online coaching, and an outstanding community of forward-thinking firm executives worldwide to help them get to their desired destination faster.
For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
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Edgar is a Product Implementation expert dedicated to providing simple and smooth solutions for Tax and Accounting firms worldwide. He's committed to the end-user experience and motivated by the outstanding outcomes and growth he's accomplished working with hundreds of industry professionals.
TaxDome is a technology company founded on a thorough grasp of the tax and accounting industries. Their purpose (and passion) is to improve your relationship with your work and the people you work with, making the day-to-day more accessible and enhancing your bottom line.
For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
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Ray McCorvey, from Lutz, Florida, United States, is an area developer at ERCpros. He was diagnosed with cancer in 2015 and overcame it in late 2016. Ray left the fire service due to his cancer to protect himself from ongoing exposure to toxins. He transitioned to a family-centered lifestyle after retiring from his career and began to support his wife's career as she started pursuing her Ph.D.
ERCpros, a select group of Employee Retention Credit CPAs and Tax Attorneys, assists business owners in determining whether they are eligible for the ERC tax credit and in verifying, documenting, and filing their ERC tax credit with our audit protection. The essential ERC-specific business in the country is ERCpros.
Go to: https://www.ercpros.com/squeeze-page1656092503838
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Keynote speaker and highly regarded business coach, Loren Fogelman, is from the United States. She was honored by HubSpot in its yearly list of the best 22 business coaches from 2018 to 2020. As a keynote speaker, Loren has given speeches and workshops at significant conferences across the country, including Inbound, one of the most prestigious content marketing events for business owners, and other specialized conferences for accountants.
Loren is an expert in sales and pricing for proprietors of small businesses. Her interest is in enabling accountants and other business owners to quadruple their revenue while working half as much through intelligent pricing and powerful sales tactics.
Free Resource. 10 Steps to package and price your services. Go to Accountants: https://www.businesssuccesssolution.com/package/
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The importance of using similar technologies among employees in order to improve communication and collaboration within a company. The benefits of partnering with a company that specializes in company formation and workflow in order to take advantage of opportunities that a more generalized firm might not be able to provide.
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Super powers it. All of the tech that we are using, uh, we're also looking at for launch next year, um, a tax platform that will assist with this in terms of what their tax installments would be, tax planning, um, and things like that as well. And again, specifically for real estate agents and brokers. So all of the tools that we're using, even if they are marketed generally, like, as I said, QBO Zero, we are looking for, how do we customize it specifically to how we know agents and brokers work.
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Our tech is geared specifically towards agents and brokers, which gives us an advantage in terms of opportunities and options that we can offer compared to more generalized firms.
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As the real estate industry faces a generational shift, cloud-based accounting solutions are becoming more popular. This new approach is bringing more automation and digital tools to the industry.
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Rachel Fisch is a tax and accounting expert who helps tech companies understand accountants and helps accountants transform their firms with innovative tech. She is the founder of her own firm, which recently acquired a niche firm focused on real estate agents and brokers. This makes her firm the go-to spot for tax and accounting needs for real estate professionals in Australia.
Niche markets allow businesses to focus on developing a tight network of people who know and trust each other. This is beneficial for word-of-mouth marketing and referral business.
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The slow to higher, quick to fire philosophy is a good idea, but it is easier said than done. With hiring, there is still an element of surprise until the person starts doing the work. If something is not working out, you want to be quick to give feedback.
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Referral programs and Indeed are the best ways to find quality talent. Make sure to interview candidates thoroughly to ensure a good fit for both parties.
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Creating the proper culture, having the correct goal, and attracting the right people are the first steps. Sometimes you attract the wrong people, you have to just take whatever you can get early on. And then as you shift, you have to get more methodical and put in processes and then start focusing on benefits and structure.
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Looking for a successful accounting firm that can help your business grow? Look no further than Ledger Gurus! Founded by Brittany Brown and her husband, Ledger Gurus has quickly become one of the most trusted names in outsourced accounting. With a team of 60 employees and hundreds of satisfied customers across the United States, Ledger Gurus is your one-stop shop for all your accounting needs!
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Stephen Brown is the co-founder and COO at LedgerGurus. Stephen never intended to work in accounting, but Brittany, his wife, gradually persuaded him to do so full-time. Stephen is committed to expanding and scaling the company as a chief operating officer at LedgerGurus. At LedgerGurus, where they are passionate about assisting businesses in developing and succeeding, he saw a chance to help Brittany do something extraordinary and one-of-a-kind.
Since 2014, they have freed small- to medium-sized businesses from the stress of accounting. They decided to become highly specialized in e-commerce accounting after early recognition of its distinctive features. Apps and accounting software are essential to their ability to assist clients successfully. With all the integrations, settings, and ongoing adjustments, utilizing the most superior technology is not an easy task. They combine their accounting experience with the greatest accounting technology to give firms accurate financials.
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If you're looking to improve the client experience at your law firm, this is the article for you. The author describes how they put themselves in the client's shoes to understand their needs, and how technology can help take away some of the manual work. They also explain how working with one industry has allowed them to see what works and what doesn't work for law firms. This year, they're tackling the issue of motivation, and how to keep staff working for the company.
Go to: www.tech4accountants.net
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Are you looking for an exciting and challenging career? Do you want to help people in need? Then a career in law might be for you! Working as a lawyer can be extremely rewarding. You get to help people who are in difficult situations and you get to work with a team of talented and dedicated attorneys. If you're looking for a career that is both challenging and rewarding, then a career in law might be perfect for you!
Go to: www.tech4accountants.net
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We all know how difficult it is to find good employees these days. So when we do, we want to hold on to them! But sometimes, it's not always easy to tell if someone is going to be a great employee. They might not have the experience or the qualifications that we're looking for. But that's okay! Because sometimes, all it takes is a little bit of training and development to turn someone into a top-notch employee.
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The accounting firm or bookkeeper is usually the one that comes to us wanting to switch to QuickBooks because they know they need it and they want the reporting that comes with it. We have a lot of clients that are using QuickBooks and we use Advanced reporting, so we have a lot of flexibility to be able to take the data out of QuickBooks and work with it to get the information they need.
Go to: www.tech4accountants.net
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Artesani Accounting and The Proper Trust, LLC, two businesses focused on serving the legal sector, were founded by Lynda Artesani. Lynda is a well-known accountant who has been working with clients for more than 20 years and was just named the Top QuickBooks Online ProAdvisor of the Year.
By utilizing the best legal software and procedures, they assist attorneys in automating their legal operations and modernizing their company through the use of technology. This will speed up the accuracy of their law practice and save time.
Go to: www.tech4accountants.net
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As cloud technology and apps have evolved, so too have the ways in which professionals can use them to their advantage. By looking for friction points in their workflow and finding apps that can solve these problems, professionals can make their work easier and more efficient. Social learning is also a valuable tool in today's technological landscape, and by sharing information and connecting with others, professionals can gain the knowledge they need to succeed.
Go to: www.tech4accountants.net
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Signing a contract is like shaking hands on a deal- it's a way of formalizing an agreement and ensuring that both parties are on the same page. But contracts do more than just prevent misunderstandings- they also protect both parties from legal issues, help to establish trust, and create a mutually beneficial relationship. So if you're looking to do business with someone, make sure you get it in writing.
Go to: www.tech4accountants.net
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Our clients want to pay us, and they just want the problem to go away. We align scope creep with goals and help our clients grow their businesses. We don't shame them for scope creep, but help them understand how their business is growing and changing.
Go to: www.tech4accountants.net
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In the accounting industry, scope management is the biggest issue. This can involve meeting customer expectations and ensuring that projects stay on track. The speaker also mentions other issues in the industry, such as changes in technology and security. He notes that his firm has taken measures to address these concerns, such as using a platform like Ignition.
Go to: www.tech4accountants.net
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Jennie Moore is the Head of Accounting for Practice Ignition Canada. She is the founder of Moore Details, Inc., a forward-thinking company dedicated to accounting modernization. She is recognized as a leading global figure in accounting and fintech and is involved in the following lists: the Top 50 North American Cloud Accountants list by Hubdoc, the Top 100 Accounting Professionals list by Avalara, the Top 100 female accounting professionals list by Practice Ignition, the Top 10 Influencer list by Intuit, and the 2016 National Firm of the Future list by Intuit.
With team members across Australia, the United States, Canada, the United Kingdom, South Africa, New Zealand, and the Philippines, Ignition is the first client engagement and commerce platform for professional services organizations. It streamlines client interaction and payment processes. Ignition is used by companies like accounting and bookkeeping services to help them expand, become more efficient, and develop beneficial customer relationships.
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The key to a successful business is focus. Specializing in a particular area and becoming an expert in that field will enable you to command a higher price and attract more interesting and valuable customers. Having a laser-like focus will enable you to bore through any obstacles and be more successful than those who try to be all things to all people.
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The transition to a subscription model can be difficult, but it is possible to make the switch without damaging relationships with customers. Instead of a fee-for-service system, this new model values the customer relationship and offers benefits such as convenience and peace of mind.
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CPA firms should emulate the concierge doctor model in order to provide better value to their clients. This subscription-based model has been proven to be successful in the healthcare industry, and it can be just as successful in the financial world.
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As we implemented value pricing, we made many mistakes. We did not offer a guarantee, options, or much of what is talked about today. However, we did offer unlimited access to meet with us and discuss anything. What we learned is that customers rarely abuse this system, and that the best time to add value is before they take any actions.
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The VeraSage Institute, a renowned think tank focusing on teaching professionals around the world, was founded by Ron. He has been the host of the popular radio talk show Soul of Enterprise for more than seven years. He has now released 353 episodes on different business and entrepreneurship-related subjects. He and his co-host focus in particular on the outstanding benefits of value-based pricing, doing away with the billable hour, and how to create a more ethical company.
He has also authored more than 20 training courses and seven best-selling books, lectured to more than 220,000 professionals worldwide, and received numerous awards, including entry into the Professional Hall of Fame.
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If you're looking for a way to become a more efficient manager, Jetpack Workflow is the answer. With its Sat method, you can automate processes and delegate tasks, avoiding the constant firefighting mode. As a result, you'll have better visibility over what's going on with your team and be able to make more informed decisions.
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In a challenging economy, firms are finding that the best way to solve problems is to hire hourly, part time, or full time employees. This can be an efficient way to grow quickly, but it can also lead to inefficiencies. By hiring better talent, firms can free up significant margin to invest in other assets.
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Are you a business owner who is struggling to keep up with the demands of your growing business? If so, then you may want to consider investing in productivity software like Jetpack Workflow. This type of software can help you to get organized and streamline your operations, freeing up your time to focus on other aspects of your business. Don't wait until you're feeling overwhelmed to invest in productivity software. By then, it may be too late. The sooner you implement
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If you manage a small to medium-sized accounting, bookkeeping, payroll, or tax firm, Jetpack Workflow can help you streamline your work processes and free up your time to focus on what you do best. With Jetpack Workflow, you can automate recurring deadlines and due dates, as well as designate when certain tasks need to be completed by specific team members. Jetpack Workflow also provides a set of views and reports to help you track your progress and ensure
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David Cristello is the CEO and Founder of Jetpack Workflow and is originally from Pittsburgh, Pennsylvania. He is driven to work with intelligent, motivated, and compassionate people to solve problems. David has experience in marketing, particularly for startups, small firms, and business owners.
Thousands of accountants in more than 18 countries use Jetpack Workflow to help them organize their client work more effectively and complete their tasks on time. Jetpack Workflow is an award-winning Saas, and it was defined as the "recurring client management" software category in professional service firms.
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If you want to be successful, you need to start planning now. Time management is key to success, and the best way to manage your time is by using a "container system." This system involves blocking out large chunks of time on your calendar for specific tasks and initiatives and then delegating the rest to others. The speaker also notes that successful people are "addicted or committed to freedom," which can be a challenge to maintain if you want to be productive.
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If you're an entrepreneur, you know that goal-setting is important. But what you may not know is that strategic planning is just as important, if not more so. Strategic planning can help you achieve your goals, and make your work easier. And while predicting the future is impossible, that doesn't mean strategic planning isn't valuable. So if you're an entrepreneur, make sure you're doing strategic planning. It could be the difference between success and failure.
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If you're looking for ways to create habits that will foster strong company culture, this article is for you. You'll learn how to use rhythms to create habits that will help your team adhere to your company's values. This approach has been influenced by concepts such as "Traction" and "Row", and it has its own methodology.
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If you want to create a safe culture in your organization, you need to be transparent and have a leadership that is respected by the team. A safe culture allows for the team to absorb new policies and changes.
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The CEO and creator of Blumer & Associates, Jason M. Blumer, originates from Greenville, South Carolina, in the United States. He has a lot of business expertise because he also works in a thriving community in addition to managing a full-time CPA practice. Jason went to Wofford College and studied accounting.
Countercultural business owners are encouraged by Thriveal to embrace their entrepreneurial originality in their line of work. They are business leaders in the community who want to make a difference.
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Because of orders and mandates, they were reduced and had this backlog and product because they could not meet demand due to orders and directives in their area. So they can make those ties and reach those supply chain disruptions. So ERC is to get support to those businesses that had troubles due to orders and mandates.
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It's not merely gross sales, like in the instance where you suffered a loss: three subjects, one qualification. Qualifications first, then the accountant's and CPA's requirements. For individuals who are bookkeepers, accountants, or CPAs, this would be an excellent overview of the three key capabilities to discuss. There are three main ways to qualify.
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The VAT provides enormous help for many firms. They were the ones who suffered the most during the pandemic, so having the average credit that producing definitely worth the business's time and investment in a CPA, accountants, and bookkeepers to help them receive this and do everything we can to get them that support.
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There was no financial incentive for the employee retention credit to make that happen for third parties. And so, ultimately, they made it extremely complex. A lot of business owners have never heard of the ERC. And there was also the first congressional act, the first Cares Act.
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Ray McCorvey, from Lutz, Florida, United States, is an area developer at ERCpros. He was diagnosed with cancer in 2015 and overcame it in late 2016. Ray left the fire service due to his cancer to protect himself from ongoing exposure to toxins. He transitioned to a family-centered lifestyle after retiring from his career and began to support his wife's career as she started pursuing her Ph.D.
ERCpros, a select group of Employee Retention Credit CPAs and Tax Attorneys, assists business owners in determining whether they are eligible for the ERC tax credit and in verifying, documenting, and filing their ERC tax credit with our audit protection. The essential ERC-specific business in the country is ERCpros.
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You tend to understand how to achieve this if you concentrate on the person who has the answer to their difficulties, and they perceive you more as an advisor or consultant. They will hire you to provide a solution if you can remove this problem from their hands so they can stop feeling trapped and go on. To further establish you as an authority in the subject and highlight your knowledge and years of experience.
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You'll establish that initial set cost using your hourly rate to calculate the time to attract additional clients. And start by giving folks a new, fair price. Therefore, multiply that predetermined cost by 1.5. Your new inexpensive rate will be that. And you'll add individuals to that group of three. But once you sign up those three individuals for your new fair rate, you'll see that people aren't as price-sensitive as you first believed.
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There are some of the things that happen as far as the mindset piece. The third part of the mindset piece is that the rates you charge reflect your self-worth, and low rates, low self-worth as far as the value you see you're bringing to the table isn't a good or bad thing. It's just something that happens. Our self-worth influences what we charge for our services.
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There were three things to work out as well as the clients. The first is knowing how to network, market, and communicate value, mainly if you are an introvert or an extrovert. The second tip is how to sign up new customers even if you don't want to be a salesperson. The third section covered determining how much to charge for your services. To avoid feeling like a slave to your company, county professionals should also communicate value, be able to sign up new customers without being pushy, and price services competitively. So Loren made his way in this direction.
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Keynote speaker and highly regarded business coach, Loren Fogelman, is from the United States. She was honored by HubSpot in its yearly list of the best 22 business coaches from 2018 to 2020. As a keynote speaker, Loren has given speeches and workshops at significant conferences across the country, including Inbound, one of the most prestigious content marketing events for business owners, and other specialized conferences for accountants.
Loren is an expert in sales and pricing for proprietors of small businesses. Her interest is in enabling accountants and other business owners to quadruple their revenue while working half as much through intelligent pricing and powerful sales tactics.
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For this episode, we welcome back Joe Woodard, the CEO of Woodard. He has trained over 125,000 accounting and business professionals in practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their firms as an author, consultant, business coach, and national speaker.
Joe is the host of the Woodard Institute, Woodard Alliance, and Scaling New Heights, one of the world's leading training conferences for small business advisers. He was named one of Accounting Today's Top 100 Influential People in the Accounting Profession in 2012 and 2014-2020.
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S. Lindsey West, the CEO of Track 1099. She developed two successful Deep Web crawling companies that gathered valuable government data from the ITC, FDA, NIH, USPTO, and Clinical Trials. She had sold monthly subscriptions to law firms for five years. Lindsey also founded a company that offers a novel, online IRS e-file and e-delivery platform and served over 200,000 businesses filing 1099-MISC and W-2 and successfully partnered with Xero, Bill.com, Intacct, Quickbooks, and NetSuite.
Leading highly technical teams to solve difficult challenges, aircraft systems engineering, forming partnerships and revenue, and risk management are part of her specialties. Track1099 is an online software and service provider specializing in managing, e-filing, and e-delivering IRS documents such as 1099s, W-2s, and W-9s.
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Jason is the CEO and co-founder of Bookkeep, an automation platform for accountants, bookkeepers, and business owners. He's worked in payments, business automation, and accounting systems for two decades. He started his career as a systems analyst at PricewaterhouseCoopers before founding InternetCash.com, The Greene Grape Grocery, Simply Wine, and ShopKeep.
Jason personally closed the books for each of the businesses he started. He has the technical accounting understanding and the commercial insight to design products that enable businesses of all sizes to scale their operations. They currently have 25 apps for which they perform accurate accrual entries and deposit reconciliation.
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Ganesh Ranganathan is the president of Integra Global Solutions. He has a master's in Engineering with an MBA from Florida. Ganesh is in charge of Integra's planning methods and has been instrumental in its success since its beginnings. He has over 21 years of experience working in Fortune companies in finance, operations, marketing, and management positions.
Integra Global Solutions was created in 2004 and had operations in the United Kingdom, the United States, Canada, and India. Rajesh Velayuthasamy (Raj), Ganesh Ranganathan, Ram Prakash, and Aravind Kumar formed Integra. Ganesh is in charge of US activities. They specialize in offering cost-effective outsourcing solutions to small and medium-sized enterprises in the United Kingdom, the United States, Canada, Australia, and Ireland. Both India and the United Kingdom have qualified bookkeepers and accountants.
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Ed Kless is a Meta-Consultant, Business Iconoclast, and a Radio Talk-Show Host. He is the Sage Leadership Academy's and Sage Consulting Academy's facilitator and the Sage Leadership Academy Alumni Association's liaison. Ed is a senior fellow at the VeraSage Institute, a think tank dedicated to abolishing the billable hour in all fields of professional practice. He is a regular contributor to trade journals and has spoken at numerous conferences worldwide.
Before joining Sage Software, Ed worked for Tipping Point Advisors, a firm specializing in the growth and development of software implementation firms. Before that, in 1996, he co-founded Third Wave Business Systems, a Microsoft Business Solutions Partner, which expanded to 20 employees and a revenue of $5 million. The purpose of The Soul of Enterprise is to promote the idea that money is created by intellectual capital, which is a result of the eternal human spirit.
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With 12 years in corporate management, across several industries Chris is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader for the accounting community.
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Alex Raymond launched WestonDEV with his partner Kenneth Segall to pursue their passion of helping startups and businesses.
WestonDEV is a boutique, South Florida based software development company that partners with small businesses to provide affordable tech solutions like mobile and web apps to improve customer relations and increase revenue.
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Co-Founder of Clienthub - A one-of-a-kind, web-based, client collaboration tool that takes communication out of cluttered email inboxes and into a secure, firm branded workspace. We are changing the way that accounting professionals work with their clients.
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Statistically, 90% of tax users have already automated something in their business because that's part of the onboarding process. Taxdome always promotes automation. Companies help them scale their trade just in general to be more efficient and alleviate some pain.
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Taxdome automates client sign-up. If you start automating that process, they might begin to have clients sign up on their own using a link if they already have a portal where they have to enter clients manually. They receive instructions through email after signing up. The easiest thing to automate is that. Once that occurs, though, individuals begin to form concepts in their minds and become unwilling to return.
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The community has offered suggestions for the majority of the integrations they have created and successful collaborations they have achieved with other businesses. Additionally, they integrate with tax preparation software while having hardly any cloud hosting environments. And that achievement is seen as a tremendous accomplishment.
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The area of business you work in has nothing to do with managing client communication, tasks, workflow, managing your paperwork, keeping things organized, keeping a good record of your client's history, the audit logs, or any of those other many components. Still, it's just managing team clients and digital data.
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Edgar is a Product Implementation expert dedicated to providing simple and smooth solutions for Tax and Accounting firms worldwide. He's committed to the end-user experience and motivated by the outstanding outcomes and growth he's accomplished working with hundreds of industry professionals.
TaxDome is a technology company founded on a thorough grasp of the tax and accounting industries. Their purpose (and passion) is to improve your relationship with your work and the people you work with, making the day-to-day more accessible and enhancing your bottom line.
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Qualified improvement property has undergone significant adjustments in recent years, with definitions shifting slightly. However, the 2017 tax reform, bonus depreciation, and all of those things may have been a significant concern initially, and the IRS was looking into it today.
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There are two levels of exams that they have. First, you can join in and be considered an associate member immediately. You can get the full member benefits, access to all the calls and the conference after your first year in the industry, and 1000 direct hours of doing costume irrigation work. If you're eligible, you can take the member exam.
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Expectation varies on an individual basis. Some firms require members and need to reiterate that membership in the ASCSP is individually based; it's not a firm base. Only individuals or members are there to represent a firm basically, or whoever you're working for. Some of the firms that have members require you to join, and you must know how much you will get involved. Some people get involved. They take one of the certification exams immediately, and then they join a committee as fast as possible because they want to get involved.
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One of the most valuable aspects of ASCSP is the networking opportunities and connectivity to other countries' professionals. So they'll either answer the inquiry or steer you in the right direction.
The advantages also include continued education. As a society, they hold an annual conference inviting lecturers, industry professionals, and others to present on various topics.
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Travis is the Central Practice Leader for ICS Tax, LLC, and he is a construction professional with over 20 years of experience in tax consulting and residential construction. He has demonstrated expertise in taxation, depreciation, fixed assets, and construction payment applications. He graduated from the University of Minnesota, Minneapolis, with a BAS in Construction Management.
Travis is a certified member of the American Society of Cost Segregation Professionals (ASCSP) and a board member. Travis and his wife have two children. He enjoys woodworking, hunting, fishing, and teaching Karate to his two daughters in his spare time.
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People will spend more in smaller increments over a longer period of time than they will in a single transaction. That is most likely not rocket science to anyone listening.
When you provide the initial value, the additional value proposition, clients will use less than 80% of what they buy, which is the second principle of subscription.
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The likelihood of us having a meaningful conversation with the accountant decreases. Because email isn't a decent client account or experience, it's clogged with all kinds of other garbage. It'll alter the world if you use the appropriate technology and have the correct subscription model. You'll be the tax preparer in their pocket, always available to them financially and technologically.
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Subscription-based pricing is new to the profession. With making a big push to introduce subscription-based pricing for service-based companies, Ron Baker was the champion of value pricing and the champion of getting away from the hourly rates. He's been turning that ship for 20 years.
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Automation technology is advantageous and time-saving. The technology is more smooth, and there are fewer risks. The Laverne and Shirley effect, where they get to see the transactions move through, is experienced by around 80% of the companies who have adopted this technology.
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For this episode, we welcome back Joe Woodard, the CEO of Woodard. He has trained over 125,000 accounting and business professionals in practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their firms as an author, consultant, business coach, and national speaker.
Joe is the host of the Woodard Institute, Woodard Alliance, and Scaling New Heights, one of the world's leading training conferences for small business advisers. He was named one of Accounting Today's Top 100 Influential People in the Accounting Profession in 2012 and 2014-2020.
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Track 1099 Do the e-delivery services trace if the client already sent the email and if it's bounced back or received it, or did they pick up their 1099? They like the hands-off paper-free options. So as the public and the IRS could get rid of paper, They think that would go a long way towards efficiency.
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They were introduced to Avalara a few years after Track 1099 was established. Avalara approached them again after 11 years in business and expressed interest in purchasing the company. Avalara invests in highly profitable businesses with strong management. As a result, everything fell into place perfectly. It seemed like the appropriate time to join Avalara because Track 1099 was an established company with a decent product set, reputable clients, and a terrific staff.
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Track 1099 communicates with its clients on a frequent basis to assist them in completing their tasks. As a result, they are excellent at listening to their customers.
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Track 1099 is a software that helps accountants for small businesses. It is easier than emails and calls in. You only need to fill it out and submit it.
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S. Lindsey West, the CEO of Track 1099. She developed two successful Deep Web crawling companies that gathered valuable government data from the ITC, FDA, NIH, USPTO, and Clinical Trials. She had sold monthly subscriptions to law firms for five years. Lindsey also founded a company that offers a novel, online IRS e-file and e-delivery platform and served over 200,000 businesses filing 1099-MISC and W-2 and successfully partnered with Xero, Bill.com, Intacct, Quickbooks, and NetSuite.
Leading highly technical teams to solve difficult challenges, aircraft systems engineering, forming partnerships and revenue, and risk management are part of her specialties. Track1099 is an online software and service provider specializing in managing, e-filing, and e-delivering IRS documents such as 1099s, W-2s, and W-9s.
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Matt Vaadi is a multi-award-winning human resources executive with over 15 years of expertise in the field of human resources solutions and software. He is passionate about assisting organizations in engaging, retaining, and growing their most valuable asset – their employees.
At guHRoo, they help small businesses simplify their payroll, HR, and benefits. They are a mission-driven firm that donates 5% of its profits to charity. They founded the business to make a difference in our community.
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Matt Vaadi is a multi-award-winning human resources executive with over 15 years of expertise in the field of human resources solutions and software. He is passionate about assisting organizations in engaging, retaining, and growing their most valuable asset – their employees.
At guHRoo, they help small businesses simplify their payroll, HR, and benefits. They are a mission-driven firm that donates 5% of its profits to charity. They founded the business to make a difference in our community.
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Matt Vaadi is a multi-award-winning human resources executive with over 15 years of expertise in the field of human resources solutions and software. He is passionate about assisting organizations in engaging, retaining, and growing their most valuable asset – their employees.
At guHRoo, they help small businesses simplify their payroll, HR, and benefits. They are a mission-driven firm that donates 5% of its profits to charity. They founded the business to make a difference in our community.
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Matt Vaadi is a multi-award-winning human resources executive with over 15 years of expertise in the field of human resources solutions and software. He is passionate about assisting organizations in engaging, retaining, and growing their most valuable asset – their employees.
At guHRoo, they help small businesses simplify their payroll, HR, and benefits. They are a mission-driven firm that donates 5% of its profits to charity. They founded the business to make a difference in our community.
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Matt Vaadi is a multi-award-winning human resources executive with over 15 years of expertise in the field of human resources solutions and software. He is passionate about assisting organizations in engaging, retaining, and growing their most valuable asset – their employees.
At guHRoo, they help small businesses simplify their payroll, HR, and benefits. They are a mission-driven firm that donates 5% of its profits to charity. They founded the business to make a difference in our community.
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Rob co-founded the Accounting Influencers Roundtable (AIR) mastermind group and co-hosts Accounting Influencers, the world's most popular accounting and fintech podcast. He is a well-known MC, facilitator, and chair of virtual and in-person accounting and fintech panels, conferences, and events worldwide.
He is the author of the bestseller book Build Your Reputation (Wiley), and his TEDx talk "The Personal Brand of You" has received over 300,000 views on YouTube. Several groups and vendors have hired Rob to chair their events and deliver high-level interview content for their audiences.
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Rob co-founded the Accounting Influencers Roundtable (AIR) mastermind group and co-hosts Accounting Influencers, the world's most popular accounting and fintech podcast. He is a well-known MC, facilitator, and chair of virtual and in-person accounting and fintech panels, conferences, and events worldwide.
He is the author of the bestseller book Build Your Reputation (Wiley), and his TEDx talk "The Personal Brand of You" has received over 300,000 views on YouTube. Several groups and vendors have hired Rob to chair their events and deliver high-level interview content for their audiences.
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Rob co-founded the Accounting Influencers Roundtable (AIR) mastermind group and co-hosts Accounting Influencers, the world's most popular accounting and fintech podcast. He is a well-known MC, facilitator, and chair of virtual and in-person accounting and fintech panels, conferences, and events worldwide.
He is the author of the bestseller book Build Your Reputation (Wiley), and his TEDx talk "The Personal Brand of You" has received over 300,000 views on YouTube. Several groups and vendors have hired Rob to chair their events and deliver high-level interview content for their audiences.
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Rob co-founded the Accounting Influencers Roundtable (AIR) mastermind group and co-hosts Accounting Influencers, the world's most popular accounting and fintech podcast. He is a well-known MC, facilitator, and chair of virtual and in-person accounting and fintech panels, conferences, and events worldwide.
He is the author of the bestseller book Build Your Reputation (Wiley), and his TEDx talk "The Personal Brand of You" has received over 300,000 views on YouTube. Several groups and vendors have hired Rob to chair their events and deliver high-level interview content for their audiences.
For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
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In 2013, he founded Xen Accounting, an entirely online accounting service. It was the first of its sort in Canada, and it was entirely virtual, with an emphasis on automation and a remote team of geeky CPAs, bookkeepers, and programmers. Because of the tech-oriented, scalable platform in place, Xen Accounting was acquired by a large European corporate services firm after only five years. Ryan founded Future Practice in 2018 to assist accountants in rapidly growing their own modern, scalable firm.
In 2021, he launched Future Firm Accelerate, an online coaching program that combines online courses, online coaching, and an outstanding community of forward-thinking firm executives worldwide to help them get to their desired destination faster.
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In 2013, he founded Xen Accounting, an entirely online accounting service. It was the first of its sort in Canada, and it was entirely virtual, with an emphasis on automation and a remote team of geeky CPAs, bookkeepers, and programmers. Because of the tech-oriented, scalable platform in place, Xen Accounting was acquired by a large European corporate services firm after only five years. Ryan founded Future Practice in 2018 to assist accountants in rapidly growing their own modern, scalable firm.
In 2021, he launched Future Firm Accelerate, an online coaching program that combines online courses, online coaching, and an outstanding community of forward-thinking firm executives worldwide to help them get to their desired destination faster.
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In 2013, he founded Xen Accounting, an entirely online accounting service. It was the first of its sort in Canada, and it was entirely virtual, with an emphasis on automation and a remote team of geeky CPAs, bookkeepers, and programmers. Because of the tech-oriented, scalable platform in place, Xen Accounting was acquired by a large European corporate services firm after only five years. Ryan founded Future Practice in 2018 to assist accountants in rapidly growing their own modern, scalable firm.
In 2021, he launched Future Firm Accelerate, an online coaching program that combines online courses, online coaching, and an outstanding community of forward-thinking firm executives worldwide to help them get to their desired destination faster.
For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
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In 2013, he founded Xen Accounting, an entirely online accounting service. It was the first of its sort in Canada, and it was entirely virtual, with an emphasis on automation and a remote team of geeky CPAs, bookkeepers, and programmers. Because of the tech-oriented, scalable platform in place, Xen Accounting was acquired by a large European corporate services firm after only five years. Ryan founded Future Practice in 2018 to assist accountants in rapidly growing their own modern, scalable firm.
In 2021, he launched Future Firm Accelerate, an online coaching program that combines online courses, online coaching, and an outstanding community of forward-thinking firm executives worldwide to help them get to their desired destination faster.
For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
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Jake Reeves is the Director of Sales at Summit Hosting. He has more than two decades of experience in the technological field. He specializes in offering technical engineering services to firms interested in using the cloud but unsure where to start. Jake focuses on his customers and alliances to get the most outstanding solution for the least amount of money.
Summit Hosting is one of North America's foremost suppliers of cloud-based application hosting. They offer mission-critical programs and software on secure dedicated servers, which you can access remotely on any internet-connected device at a cheap cost from anywhere. Summit Hosting only provides dedicated servers, so you'll never have to worry about sharing resources as you would with a shared server.
For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
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Chris Palmer is currently serving as Director at Maus Software, where he is responsible for product planning and development, strategic partnerships, and brand development. He is an experienced Product Manager & Owner with a depth of experience in the B2B SaaS industry. Strategic alliances and sales, brand development, product planning, and product management are some of his specialties.
MAUS Business Systems is a prominent provider of software and education courses to the Advisor/Consultancy and SME markets. MAUS Business Systems, founded in 1990 by Founder and CEO Peter Hickey, has sold to over 60,000 SMEs and 10,000 Advisors.
For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
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Ed Kless is a Meta-Consultant, Business Iconoclast, and a Radio Talk-Show Host. He is the Sage Leadership Academy's and Sage Consulting Academy's facilitator and the Sage Leadership Academy Alumni Association's liaison. Ed is a senior fellow at the VeraSage Institute, a think tank dedicated to abolishing the billable hour in all fields of professional practice. He is a regular contributor to trade journals and has spoken at numerous conferences worldwide.
Before joining Sage Software, Ed worked for Tipping Point Advisors, a firm specializing in the growth and development of software implementation firms. Before that, in 1996, he co-founded Third Wave Business Systems, a Microsoft Business Solutions Partner, which expanded to 20 employees and a revenue of $5 million. The purpose of The Soul of Enterprise is to promote the idea that money is created by intellectual capital, which is a result of the eternal human spirit.
For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
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Ganesh Ranganathan is the president of Integra Global Solutions. He has a master's in Engineering with an MBA from Florida. Ganesh is in charge of Integra's planning methods and has been instrumental in its success since its beginnings. He has over 21 years of experience working in Fortune companies in finance, operations, marketing, and management positions.
Integra Global Solutions was created in 2004 and had operations in the United Kingdom, the United States, Canada, and India. Rajesh Velayuthasamy (Raj), Ganesh Ranganathan, Ram Prakash, and Aravind Kumar formed Integra. Ganesh is in charge of US activities. They specialize in offering cost-effective outsourcing solutions to small and medium-sized enterprises in the United Kingdom, the United States, Canada, Australia, and Ireland. Both India and the United Kingdom have qualified bookkeepers and accountants.
For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
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Jason is the CEO and co-founder of Bookkeep, an automation platform for accountants, bookkeepers, and business owners. He's worked in payments, business automation, and accounting systems for two decades. He started his career as a systems analyst at PricewaterhouseCoopers before founding InternetCash.com, The Greene Grape Grocery, Simply Wine, and ShopKeep.
Jason personally closed the books for each of the businesses he started. He has the technical accounting understanding and the commercial insight to design products that enable businesses of all sizes to scale their operations. They currently have 25 apps for which they perform accurate accrual entries and deposit reconciliation.
For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
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Catherine Tindall is the founder of Dominion Enterprise Services. She is a CPA specializing in advanced tax reduction and works with customers to help them save money on taxes while advancing their wealth-building and life goals. She is particularly enthusiastic about developing tools to assist entrepreneurs and small business owners in navigating the shifting tax landscape and helping them reduce their overall tax burden through proactive strategies and advising.
Dominion Enterprises is more than just a platform for buyers and sellers to interact. Their cutting-edge technology shows their dedication to innovation and service, ranging from website design to Internet and email marketing to data management and delivery. These vital business services are supplied to over 650,000 clients and aim to assist businesses in reaching out to customers in new and more effective ways.
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Guy Pearson is from Sydney, Australia, and is the CEO of Practice Ignition. He is a passionate, entrepreneurial accountant interested in removing blockages from business processes to attain scalability and a big believer in technology over outsourcing where possible and suitable. He founded and grew Interactive Accounting and Your Modern Practice before founding Practice Ignition. Guy is incredibly passionate about providing better information and assistance to small business owners.
Guy is a chartered accountant with over a decade of experience in professional practice. He has a background in public accounting and a self-taught understanding of technology. He also believes that any company can establish a single point of truth for their ownership in the form of a dashboard to make decisions about which levers to pull and push.
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Joel Slatis is the Founder and CEO of Timesheets.com. Joel started his career in semiconductor manufacturing, where he held a variety of engineering jobs. His next role as the president at WebPex.com allowed him to develop websites for well-known brands, including Nvidia, AMD, Wham-O, and others. Later, he founded Timesheets.com, which focused on helping busy small business owners reduce payroll costs, increase billing, and manage employee and contractor expenses.
Timesheets.com was launched in 2004 by a small team of Silicon Valley web developers, determined to create a solution to their own time tracking needs. Sixteen years later, Timesheets.com has grown into a profitable enterprise with thousands of satisfied customers across the US and beyond.
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Anup has been an accountant for the last 14 years. He has 10 Years of experience in USA offshore accounting. He provides solutions to US clients to set up their internal & Accounting processes, i.e., Accounting software, Expense Management, Accounts Payable, Accounts Receivable, Cash Management & projections, Payroll, cleanup & finalization of books. Provide training in various accounting software & applications. i.e., Quickbooks Desktop, QuickBooks Online, Xero, Intacct, Bill.com, Expensify.
Anup is a co-founder and a CPO at Xenett, in New Jersey. It is a software platform that helps bookkeepers and accountants become more efficient and scalable.
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Amanda is a marketing and sales specialist with over 29 years of experience. She owns and operates a very successful training and software company that assists accounting and booking organizations in growing their businesses. She gives sales and marketing superpowers to accounting firms. She is known for introducing firms to the world of Leveraged Advisory™ and showing people how to productize their offerings and de-commoditize their firms in the process.
Amanda's clients are some of the most rapidly expanding accounting companies in the country, and she has assisted them in increasing income while working with fewer clients. Since 2009, Amanda has helped over 1,000 companies launch or grow through her firm, her work with Richard Branson's Virgin Start-Up, and training and mentoring.
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Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker. He was designated a "40 Under 40" in CPA Practice Advisor's accounting profession in 2016 and 2017. He is the co-host of the Cloud Accounting Podcast, a weekly news round-up at the interface of accounting and technology, and the world's #1 podcast for accountants and bookkeepers.
In 2012, Blake created Cloudsourced Accounting, an online bookkeeping and cloud integration service that has grown to serve hundreds of clients. They were one of the first Xero bookkeeping partners in the US. They pioneered the use of cloud accounting and online project collaboration technologies to give outstanding customer service to our clients.
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Kirk Phillips, aka the TheBitcoinCPA, is an entrepreneur, Certified Public Accountant (CPA), and a self-taught woodworker, therefore an artist of sorts in all areas of life. He has been in the crypto/metaverse/NFT space for eight years. He brings the same attention to detail necessary for creating finely crafted furniture into the business world.
Kirk Phillips is a true believer in technology, business procedures, fraud protection, time management, learning, and mental serenity. He has over 15 years of experience working with business owners in public accounting and the private sector and creating several companies, including invizibiz.biz, a virtual accounting, and back-office subscription service.
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Eric Green is a Tax Attorney, Author, and National Speaker on IRS Civil and Criminal Tax Problems. He is a frequent speaker on tax issues, such as tax audits and conflicts. Eric also hosts a weekly podcast called Tax Rep Network, available on all major podcasting platforms, including Apple Podcasts, iTunes, Spotify, etc. He is the author of the Accountant's Guide to IRS Collection and The Accountant's Guide to Resolving Tax Debts: Offers-in-Compromise, Installment Agreements, and Uncollectible Status.
Eric earned a national reputation by negotiating favorable settlements in thousands of civil cases against government agencies. He has also persuaded government agents and attorneys to dismiss criminal charges and civilly resolve numerous matters. In the discipline of taxation, Eric was named a "Connecticut Super Lawyer."
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Tyler Clark creates generational wealth and impact for entrepreneurial accountants by systemizing how they attract, win and retain the business of their dream clients. He is a co-founder of Dream Firms, the Proactive Accountants Community leader, a keynote speaker, and the host of Dream Firms Spotlight on Youtube.
Before a successful exit, he had successfully developed an accounting business from the ground up, adding six figures of new revenue each year using cutting-edge digital marketing and ethical sales practices. He is now acknowledged as the go-to expert for top-tier strategic assistance and actionable advice for accounting professionals dedicated to establishing their dream businesses.
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Anthony has worked with some of the world's most brilliant business minds and can provide his clients with a wealth of information and experience. You will often hear him say, "Results are all that matters." For more than 14 years, his passion has been assisting businesses and professional service providers to increase sales and profits by efficiently employing distinctive marketing and sales methods, both online and offline.
With over 40 years of business experience in the trenches, Donald has a wide library of information that he has tapped as a successful strategist and consultant. Donald was chosen to be a member of Chet Holmes International's elite team in 2008. To build the successful Business Mastery Seminar format and Business Breakthroughs International, he stayed with Chet to forge a business relationship with Tony Robbins. Donald has also collaborated with some of the world's most renowned business minds, including Jay Abraham, Scott Hallman, Eben Pagan, and others.
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Bruce Clark is the CEO and founder of New Clients, Inc., an international marketing and consulting firm in accounting. He worked as the marketing director of his father's firm, Garden Accounting Service, for 14 years until founding NCI in 1987. Bruce also owned and maintained his accounting firm for several years, which he sold in 1987.
He and his team have held over 350 seminars and instructed over 4,000 accountants on building a successful profession and lifestyle since founding NCI.
Bruce is also the author of the NCI Effect, Explosive Growth and Personal Development Plan for Accountants and CPAs. So, if you're looking for new ways to build your accounting practice and help prepare yourself to think outside the box, then the NCI EFFECT is for you.
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Grant Bledsoe`s firm, Three Oaks Capital Management, is designed to help our clients plan for the future & ensure their long term financial success. In short, we help people do the very best they can with what they have.
A typical engagement includes an analysis & recommendations across various areas of your finances: investment management, tax minimization, insurance & risk management, cash flow & debt, estate planning, business planning, and anything else that comprises your financial life.
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Lee Reams II is the founder and CEO of ClientWhys, Inc. ClientWhys is a SaaS developer that delivers sales and marketing automation software to businesses built by word-of-mouth. Applications include websites for accountants, email newsletters, social media automation, secure client portals, marketplaces and tax and financial web content.
In November 2014, ClientWhys relaunched TaxBuzz.com, an online marketplace where taxpayers connect with five-star rated tax professionals. In 2018, ClientWhys launched CountingWorks.com, where business owners can instantly compare thousands of trusted accounting professionals to find their best match. Over 300,000 taxpayers and business owners have been matched with trusted tax and accounting professionals, with traffic growing exponentially.
Lee is a prolific blogger, a member of the Forbes Finance Council and provides year-round training and consulting to thousands of CPAs, EAs, and tax accounting professionals.
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Trent Russell is the CEO of Greenskies Analytics where he develops value-add and risk-based analytics platforms for Internal Audit departments.
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With more than 25 years of experience in the accounting profession, Scott Zarret, CPA, is widely recognized for developing innovative and highly successful marketing and sales strategies. Scott's platform (CPAacademy.org) has processed more than 5,000,000 registrations. An alumnus of University of Maryland’s Robert H. Smith School of Business, Scott began his career in the audit and tax department of what is now CohnReznick. Scott was named as one of the 2019 Top 100 Most Influential People in Accounting.
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HaydenRock Solutions help CPAs to make the TRANSFORMATION to 21st Century Advisors and become MOST RELEVANT ADVISOR to their clients and MAXIMIZE CPA BUSINESS POTENTIAL.
Most CPAs are stuck in a 20th Century business model. They focus too much on tax and compliance tasks, and miss out on high-value, high-profit services that successful business owners value most.
Our focus is CPAs who recognize that their traditional marketplace is changing. We show them HOW to make the TRANSFORMATION to becoming a 21st Century Advisor using the HaydenRock System™.
The HaydenRock System™ combines 3 essential elements:
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COACHING - to help CPAs adopt the right "mindset"
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PROCESS - to help CPAs with a structured "painting by numbers" advisory system
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ACCESS EXPERTISE - to help CPAs provide their clients with a "family office experience"
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Chris Farrell is a seasoned technology executive with more than 20 years of leadership experience in finance and accounting. Chris served as the CEO of Nexonia, Inc., the parent company of the Nexonia, Tallie, ExpenseWatch, and SpringAhead brands. His experience as a founder of Tallie and SpringAhead gives Liscio a proven leader with a successful track record scaling up startup technology platforms for professional services. Chris earned his CPA in the heart of Silicon Valley at Arthur Andersen in 1996 and his MBA at UCLA’s Anderson School of Management in 2004.
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Sham Chaudhry helps business owners design, plan and implement a simple proven blueprint for better profitability. Accomplished and highly innovative professional with solid experience in heading business analysis and business architect activities to encourage business optimization that help companies to grow cash-flow and profits.
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Sarah Prevost is the founder of Mintage Labs, co-founder of Create Collaborate, and co-founder of The Proper Trust. Sarah works with her mother at Mintage Labs, and the duo work with clients who prefer partnerships. They build a financial team with business owners and their professional partners. Sarah and her mom, Rosette, use their expertise and organizational skills to support small business clients to develop their firms so they may flourish and become prosperous.
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Shawn Parikh is the Founder-Chairman of Entigrity Offshore Staffing. A Chartered Accountant by qualification, he has over 15 years of experience of being a problem solver for small to mid-size firms and over time he has given consultation to thousands of CPAs, accountants and tax pros. Shawn has always been a big believer and advocate of social enterprises and small accounting firms & business. He forged the foundations of Entigrity to help bridge the existing gaps that plague the accounting community, finding and retaing talent being a top concern. Shawn can be best described as a visionary and strategist on technology and firm management in the accounting profession. He consults and speaks on several topics ranging from Building Remote Team - Remote Working, Offshore Staffing, strategic planning, Scalability of Accounting Practice, cloud accounting, practice management, Linkedin Marketing, etc.
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Daniel is passionate about entrepreneurship and small business and equips leadership teams with the tools and technologies to grow their companies. As founder and CEO of nationwide CPA IT service firm Tech Guru, Daniel and his team deliver CTO-level strategy to accounting firms seeking innovative technology resources and guidance. With his company Strong in Six, Daniel is a Certified EOS Implementer, enabling leadership teams get what they want from their businesses with simple, practical tools.
Daniel’s reach includes speaking at conferences, teaching webinars, and as a podcast host in the fields of technology and business leadership. His initiatives at Tech Guru to donate IT services to impactful nonprofits have made Daniel known as the Caring Entrepreneur.
In his free time Daniel enjoys quality time with his two young sons, coaching the next generation of entrepreneurs with with Entrepreneurs Organization's Accelerator program, motorcycles, and flying.
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Nate Hagerty is the CEO of TaxProMarketer, which was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry. Currently, TaxProMarketer staff serve clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools. Their tools include: a relational email marketing program, social media feed program, local listings management and optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).
TaxProMarketer.com
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In 2016 Greg started Exposure Drafts, a cartoon series for the accounting profession. His cartoons have been featured on GoingConcern.com, and he has created custom cartoons for Intuit and the Thriveal CPA Network. His cartoons are also available as holiday cards from RuBook Creative (rubookcreative.com).
Greg has been performing stand up comedy since 2002, and has brought that experience, energy, and humor to the stage as the emcee for Xero's Xerocon and Thriveal's Deeper Weekend conference, and this October to Gusto's Gusto Next conference.
Gregs experience as a comedian and as a teacher (He taught junior high math for ten years in a former life) have allowed him to create entertaining, engaging, NASBA-certified CPE content. Literally tens of thousands of CPAs have attended his fraud and behavioral ethics courses on the CPA Academy and Encoursa platforms. Greg has also created custom CPE content for Gusto and Xero.
Greg is also a licensed CPA in the State of Utah where I'm the controller for a group of medical office buildings.
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Kelli Doorne is an experienced marketing strategist who after running a small digital agency looking after local businesses was invited to work in house with a leading law firm and property training start up.
She now spends her time supporting growing businesses by focusing on brand and community development.
Kelli has supported a variety of clients with the creation of their brand, market positioning, online marketing strategy, required training, and delivery.
It is her belief is that great marketing is a fine balance between data, psychology, and creative.
With the most innovative campaigns taking all elements into account.
Kelli believes that by using digital assets business owners will create independence for themselves and help make the world a smaller and more connected place to live and work.
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Kathryn Horton is an industry leader in the use of data analytics for audit processes and fraud detection, specifically using Caseware IDEA. Kathryn was the recipient of the2017 U.S. IDEA User of Excellence Award. She was also a speaker at the 2018 National IDEA User Conference and has presented on the use of data analytics for fraud detection to both regional and state user groups.
Her numerous years of public accounting experience encompasses the industries of not-for-profit, manufacturing, aviation, distribution, retail, technology, professional services, alternative investment funds, finance companies, broker-dealers and employee benefit plans. Kathryn utilizes data analytics in engagements to streamline processes, identify fraudulent activity and compliance matters, analyze big data and identify data anomalies.
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Jennifer Elder works with proactive leaders and organizations who want to survive, thrive, and adapt to rapid change, risk, and disasters by developing proactive and positive strategies to stay ahead of the competition, make smart decisions, stay ethical, and continually add value.
For more than 25 years, she has been helping organizations and individuals become future-proof by transforming good technical professionals into great leaders with top-notch communication skills, strategic leadership, and a future-focused mindset.
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Joe Woodard is the host of Woodard Institute, Woodard Alliance and one of the world's leading training
conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-
2020 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the
accounting profession.
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Joel P. Bruckenstein, CFP®, is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3) — formerly Virtual Office News, now dubbed the T3 Tech Hub.
He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice.
Bruckenstein’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years.
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With 12 years in corporate management, across several industries Chris is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader for the accounting community.
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Ford Baker, CPA, has over 35 years of experience in the public accounting industry, with over 20 of experience running a firm, BaCo Group, PLLC. In that role, Ford constantly sought to improve the efficiency of his firm through technology and forward-thinking. His passion was built out of a unique backstory; in 2012 he weighed almost 400 pounds, but by 2014 he had changed his life and rode a bicycle from Canada to Mexico down the Pacific Coast Highway. He had a passion and focus on eliminating the clutter in his practice that created the 400-pound version of himself that he did not want to see return. Ultimately, Ford developed an in-house transaction-based workflow using Excel and various other off the shelf utilities that make gathering data and working with data more real-time. This workflow concept can change the industry from a reactive service from putting last year’s balances on last year’s returns to proactive services, teaching clients the impact of this year’s numbers on their business, its exit value, and next year’s tax bill, today.
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Rich Jackson is dedicated to helping all organisations and the people who work within them, to understand and embrace the power they hold - in keeping data secure (and the cyber criminals away!).
He believes with a passion that people hold the key to cyber security; if your people "get it", your organization is far more likely to become (and remain) secure and compliant.
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Andrew Hunzicker, CPA is President of CFO Bend. He is an expert in Cannabis startups, CFO services, turnaround strategies, high-growth strategies, capital sourcing, mergers, exits, and wealth protection. He has provided executive leadership and business counsel to companies across many industries including retail, manufacturing, energy, medical/bio, high tech and more. In 2017, he was the runner up in the Portland Business Journal CFO of the Year Award.
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For more than a decade, Vault Rooms has been an industry leading cloud based virtual data room provider. Vault Rooms helps to accelerate complex, information-intensive business transactions and processes by providing a virtual data room platform for uploading and organizing documents, managing user access and producing a variety of activity and audit reports. Vault Rooms virtual data rooms enable worldwide clients 24/7/365, to safely collect, share and track business critical documents on the Vault Rooms platform.
As a result of emphasis on security, ease of use, and customer service, Vault Rooms has clients on every continent and is proud to have assisted companies in raising more than $1 billion in growth capital. Vault Rooms has facilitated thousands of global M&A transactions across a wide range of industries for a variety of clients – including business brokers, investment bankers, accountants, attorneys, private equity firms, and banks.
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Elsa Arcilla is a Certified Information Systems Auditor and a Certified Common Security Framework Practitioner with a decade of experience in the IT Audit field. She is often consulting on and managing matters relating to information security compliance.
https://www.linkedin.com/in/information-systems-auditor/
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https://www.linkedin.com/in/joel-hughes-122122/
https://www.rightnetworks.com/
Background:
• Proven leader - building high-performance teams, delivering innovative technology products and services to leading customers in emerging, dynamic markets
• Business successes in the SaaS, SMB, online marketing, online advertising, cloud solutions, software, digital communications, VoIP, mobile and content industries
• Deep experience in startups, fund-raising, mergers & acquisitions, and public market environments
Specialties: • SMB, SaaS, rapid growth, scaling, online marketing, mobile applications & handsets, exec team building, VC fund raising, private equity, M&A, restructuring for profitability
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https://www.linkedin.com/in/jonathanbengelea/
Jonathan is known as a Business Profit Tax Coach & Teacher extraordinaire, author, and entrepreneur, guiding small business owners through the darkness of taxation; transforming their business and personal lives to Financial Happiness.
He is the host of Naked Tax Talk, where he bares down to the naked truth behind your taxes, the founder of JB Financial LLC, and the author of "The ABC's of Deductions: An Entrepreneurs Guide to Tax Write-Off's." He guides businesses to financial savings and success via his consulting services (JonathanBengel.com) and an online 5-week program, Rapid Tax Savings Formula (tm), built around the 5 pillars of profit. As Jonathan says, "Let's remember why we went into business, it's all about moocho moocho dinero."
Who Needs to Work with Jonathan
Women and a few good men; established entrepreneurs
Business owners who want to be more productive/efficient, saving money and knowing the best financial formula.
Alliances for Jonathan
Bankers, financial advisors, payroll outsourcing
Podcasters or other social media outlets
Services
Coaching and Online courses
Proactive tax planning
Books
Results to Expect
Step into the light of the Powerful Profits, Acceptance of Worth and Value, and believe they are the CEO they were born to be.
Profits, and mitigating taxes downward.
On average, he saves his clients over $182,256 (and change) a Year-AFTER-Year.
Those making $100K can expect to see an average savings of $20K, $150 – $250K see an average savings of $77K, and those between $250 to $500K see $100K in savings.
Over Half-Million will see multi-six figures. SAVINGS Year – AFTER – Year.
Action
(602)456-7667, info@jbfinancialllc.com
Facebook: https://www.facebook.com/JonathanBengelEA
YouTube: https://www.youtube.com/nakedtaxtalk
Instagram: https://www.instagram.com/nakedtaxtalk/
https://www.jonathanbengel.com
Allow Jonathan to guide you through the darkness of taxation and shine the light to financial happiness. He has a woman’s heart that knows and feels what is right. You deserve only the best.
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After working in corporate construction accounting for almost 20 years, Tonya decided to create a unique firm - The Profit Constructors. Their commitment - not only serve the specialized accounting needs of the construction industry, but open doors for them.
She and her team think of themselves as advocates for the small to medium sized construction contractors they serve. What does advocacy mean? From their CPA, insurance company, to other contractors up and down the line and, of course, governmental regulatory agencies such as departments of revenue. Across the board they are able to help their clients gain new work, faster, easier, and for a better price.
Now Tonya has begun to find a new joy in sharing her knowledge and expertise with others who wish to advise this industry. She delights in passing on what years of experience have shown her, and doing so in a meaningful way.
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47-Daniel Henn, CPA, PA is the “tax man” behind the firm CPA Rockledge. He is the author of “The No Holds Barred, Candid Talk About Small Business Success In Florida” now available on Amazon.com. He has over 20 years of tax experience that is used to help the firm’s clients save taxes related to federal and state income taxes, state sales and use taxes, and property taxes.
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46-It is absolutely vital that your website is professional, functional, and beautiful. For some time now, Brady has been creating and designing websites for businesses, national non-profits, candidates, and more. He specializes in providing an excellent client experience resulting in an eye-catching, simple, user-friendly website that will attract and convert.
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45-Courtney De Ronde is a CPA and Managing Partner at TDT CPAs and Advisors, a boutique advisory and accounting firm for small businesses and nonprofit organizations. She helps overwhelmed, successful leaders understand and maximize financial information so they can achieve better results and move their organizations to the next level. As an owner in her firm and managing partner, she also has firsthand experience running and scaling a small business.
Send in a voice message: https://anchor.fm/rush-tech-support/message
Kenny Harper intends to inspire and empower business advisors to have more Freedom and Fulfillment by leveraging their expertise efficiently and effectively and achieve their full potential. He specializes in Profit Growth Strategies, Digital Marketing Consultant, LinkedIn Lead Generation Strategy, Sales Systems, Marketing Messaging, Marketing Automation, Systems & Processes, Content Marketing & Strategy.
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43-Joseph Brunsman is a 2003 graduate of New Mexico Military Institute and a 2010 graduate of the U.S. Naval Academy in Annapolis, MD where he obtained a degree in Systems Engineering with a focus on robotics system interoperability. He is thee expert in cyber law, insurance and compliance—writing 2 consecutive books on the subject.
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42-Brandon is co-founder/co-owner of Barons', Inc and specializes in hardware/software integration as well as merchant services through and specializes in payments that integrate with QuickBooks.
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41-Will is the head of Gusto’s accountant community, he advocates for accountants, bookkeepers, and other advisors by unlocking opportunities for his peers to better serve clients of all sizes.
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40-Monique Swansen is a full CFO/Controller partner with defined touch points, she can give you the insights you need to make wise decisions and improve efficiency and profitability.
With expertise in a variety of apps, platforms, and software systems, and 280E compliance, Monique builds relationships with businesses in construction, engineering, medical devices, life science, and the cannabis industry.
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39-Alvin Hagerich is a respected and expert accounting professional with nearly 20 years of experience in both standard accounting functions and specialized endeavors including: insolvency analysis in multifaceted bankruptcy cases, providing accurate testimony in complex court cases, and fraud analysis in service of establishing accurate fiscal pictures of troubled organizations
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38-Cedrick West is a Certified Public Accountant with years of experience in strategic development, process improvement and helps small businesses and non-profits with strategic planning to grow their operations, increase profit and manage their cash flow.
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Roland has over 18 years of experience helping business owners stop overspending with the IRS. He runs a full-service tax, accounting and planning firm. When was the last time your tax professional came to you with an idea to save money? Let The Palm Beach Tax Group help you be proactive instead of reactive with your taxes. Create a plan and watch your wealth grow.
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37-Alex Raymond launched WestonDEV with his partner Kenneth Segall to pursue their passion of helping startups and businesses.
WestonDEV is a boutique, South Florida based software development company that partners with small businesses to provide affordable tech solutions like mobile and web apps to improve customer relations and increase revenue.
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Karen Lake is the leader of State And Local Tax (SALT), research and development tax credit and credits / incentive consulting services with Berkowitz Pollack Brant Advisors and Accountants.
She has twenty years of experience providing state and local tax consulting services to multi-state clients in virtually every industry.
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Penny Breslin is the CEO of Moneypenny, LLC and has experience supporting accounting, tax and bookkeeping offices by providing a remote dedicated staff of accountants and CA`s. Today we will be talking about BPO, Productivity, and the Pitfalls of Social Media.
https://www.linkedin.com/in/penny-breslin-0228b81/
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34 - In this episode we explore the 4 P's of Pricing, Process, People, and Positioning. Reza walks us through how to improve employee engagement, increase productivity, and work less while achieving as much during a 15 hour work week.
https://www.rezahooda.com/
https://rushtech.online/podcast
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33 - Mysti Williams: Www.accountonmysti.com
Free IT Audit: rushtech.online/podcast/
On this episode, we discuss the pivots restaurant owners needed to make during COVID. How to start an accounting business. Benefits of cashflow projections using CashFlow Frog and many more important topics!
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Books by Paige, LLC
Giveaway for TTFA Listeners: https://www.increasemybottomline.com/giveaway
https://www.increasemybottomline.com/
Free IT Audit: http://rushtech.online/podcast
On this episode we discuss how to start up a new firm, mistakes she has learned along the way, and how business owners can be profitable by implementing Profit First in their organization.
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31 - Jon Melloy - https://www.linkedin.com/in/jon-melloy-543171140/
Practice Protect delivers IT Systems for Accounting Firms through the provision of projects, services and products
Specializing in data security, workflow efficiency, new generation applications and multi location workforce requirements, Practice Protect is at the forefront of supporting Accounting Firms in a time of accelerating technology adoption and increasing clients demands.
Partnering with a global network of Accounting Firms ensures Practice Protect is able to understand the unique challenges and opportunities within the industry and ensures the most advanced services and solutions exist in support of these.
Practice Protect Online (PPO) is a market leading product designed to ensure Accounting Firms have the most advanced online data security and convenience of access.
PPO is the front line of defense against the increasing threat of Cyber Crime within the Accounting Industry.
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30: Black Friday / Cyber Monday deal is 90% off first 3 months of Client Hub - https://clienthub.reamaze.com/kb/faqs/how-to-enter-a-coupon-promo-or-referral-code
Co-Founder of Clienthub - A one-of-a-kind, web-based, client collaboration tool that takes communication out of cluttered email inboxes and into a secure, firm branded workspace. We are changing the way that accounting professionals work with their clients.
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29 https://odogwu.com/OPA/
Code RUSH for 20% off
Free IT Audit: https://www.rushtech.online/podcast
https://www.linkedin.com/in/odogwu/
My name is Chi, I am the lead consultant at Odogwu Media Group. I'm the author of the upcoming book "Podcast Marketing," and the host of two successful podcasts on iTunes.
As a keynote speaker, I've been featured on over 20 podcasts and I’ve trained over 3,000 people on sales and digital marketing in Israel, India, Brazil, Canada, Jamaica, Nigeria, and the U.S.A.
In addition to my role as a consultant and speaker, I have written and contributed articles to several outlets on the internet like Huffington Post, Business Insider, Good Men Project and more.
I've also been interviewed and featured in paid newsletters reaching over 1 million people
-The Hustle feature - August 7, 2020
-Trends.co feature - July 23, 2020 -Trends community highlights issue #9
I run a strategic new media and marketing agency that leverages content marketing with a special focus on the full spectrum of podcasting to create story-driven thought leadership content that attracts, engages and nurtures the ideal clients of B2B companies.
The clients that are compatible with us include brands, corporations, entrepreneurs, executives, authors, and thought leaders in the B2B space.
Specifically, our clients desire to become celebrated authorities and thought leaders in their respective industries, so they can share their stories in an authentically engaging way that creates rabid fans who are eager to work with them.
I have observed that the clients who experience extraordinary success with us are typically high-performance companies & executives who believe in growing, nurturing and engaging their audiences over time with story-driven content that promotes community building via innovative digital and in-person platforms.
Our services include podcast production & distribution, guest booking & story-telling coaching, platform creation, audio and written content creation, content marketing, and interview funnel construction.
Specialties:
Content Marketing
Content Strategy
Podcast Marketing
Podcast Lead Generation
Corporate, Group and individual Podcast Coaching
Publicity, PR, Digital Marketing & Media Speaking and Seminars
Corporate Training and Workshop Development
Targeted Market Identification and Development
Personal Branding
Direct Response Copywriting For Audio Storytelling
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28: Free IT Security Audit: http://rushtech.online/podcast
https://www.linkedin.com/in/gerard-rod-ph-d-cfe-brennan-2658363/
https://www.lukka.tech/
rod.brennan@verizon.net
Highly accomplished and dynamic Financial Management Executive with a successful 30-year track record developing and administering effective organizational policies and procedures in a high-performance environment. Proficient project leader who aligns financial initiatives to achieve strategic objectives and makes sound judgments based on clear goals of the objectives. Proven strategic thinker who implements training programs and business action plans through effective communication and commitment to integrity. Experience includes strategic and tactical financial management, audit (incl: blockchain / smart contracts/analytics/etc.), finance, IT, risk management and graduate-level academic audit teaching & research. Experienced in cross-functional leadership bringing strategic focus, technical competence, organizational development and energy to produce bottom-line results.
Public Reporting (GAAP, IFRS)
SAP Legal Consolidation
Strategic Planning & Analysis
SAP Implementation
Operational Management SOC 1 & 2 Type 2 Prep & Reviews
Team Leadership/ Project Mgmt.
Audit & Business Development
Tax Planning & Compliance
International Business/Turnarounds IPO’s/Structured Financing
IT Governance
Monitoring/SOX Compliance
Blockchain/Crypto Assets
Treasury/Risk Management
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27: Join us as we speak with Samier Marzouk & Ron Yelland on about issues regarding home builders and ways they can specifically help. We touch on Mainstreet Lending, energy efficiency tax credit 45L, and ways to raise funds.
Free IT Audit: http://rushtech.online/podcast
http://www.princecpagroup.com/
https://www.linkedin.com/in/samiermarzouk/
https://www.linkedin.com/in/ron-yelland-cpa-7374143a/
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On this episode of the Tech Talk for Accountants Show, Andrew is joined by Michael Solomon, lead accountant at Accounting Personalized. They discuss client information security and how accountants can help clients be more secure.
More about Michael's company: https://www.accountingpersonalized.com/
More about Andrew: https://bit.ly/36kbZ5n
Contact us to get remote tech control for your accounting firm: https://bit.ly/33CfJND
Or call us at (888) 965-0171 to get help now.
More podcast episodes: https://lnkd.in/dEqqnVz
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Easily managing all of your sign-in information securely is one of the main benefits of a password manager. We all have a tendency to reuse the same passwords and let our guard down for websites which we deem to be unimportant for our cybersecurity. On banking websites we might be on our best behavior but a forum or social media? Maybe not. However, these weak links in the chain might leave you vulnerable across the board.
This podcast is a reading of this article on the topic from our blog: https://bit.ly/31jGCVp
More podcast episodes can be found here: http://rushtech.online/podcast
Contact us to get remote tech control for your accounting firm: https://bit.ly/33CfJND
Or call us at (888) 965-0171 to get help now.
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On this episode of the Tech Talk for Accountants Show, Andrew Lassise chats with Chase Vowell, Chief Accountant at Flux Accounting. They discuss technology in accounting.
Flux Accounting: https://fluxaccounting.com/
More about Andrew: https://bit.ly/36kbZ5n
Contact us to get remote tech control for your accounting firm: https://bit.ly/33CfJND
Or call us at (888) 965-0171 to get help now.
More podcast episodes: https://lnkd.in/dEqqnVz
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Making sure your computer updates are done regularly is a large component of cybersecurity. Good software developers regularly send out updates for their software. These computer updates can be: to patch bugs improve overall performance lockdown any potential security exploits. Your computer’s operating system is the foundation that the rest of the computer’s software is built upon. This too regularly receives updates from its manufacturer. Make sure your computer updates are up to date.
We can also help you automate the process:
Call (888) 965-0171 to get assistance now.
Or contact us here: https://bit.ly/33CfJND
This episode is a reading of the related article from our blog here: https://bit.ly/2GFTxcC
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Andrew Lassise is joined by LuSundra Everett and they are discussing what accountants need to think about as clients may ask about President Trump's $750 a year federal tax bill.
Connect with LuSundra: https://homebiztaxlady.com/
More about Andrew: https://bit.ly/36kbZ5n
Contact us here to get remote tech control for your accounting firm:
Or call us at (888) 965-0171 to get help now.
More podcast episodes: https://lnkd.in/dEqqnVz
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Andrew Lassise is joined by H. Randy Hughes III, of Counting Pennies, on this episode of the Tech Talk for Accountants Show and they talk about jargon free communication, technology, and much more.
Connect with Randy here: https://www.linkedin.com/in/h-randy-hughes-iii/
More about Andrew: https://rushtech.online/about-andrew-lassise/
Need remote tech support? Drop us a note: https://rushtech.online/contact/ Or call: (888) 965-0171
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On this episode of the Tech Talk for Accountants Show, Andrew is joined by David Leary, a global small business ecosystem evangelist. They discuss QuickBooks apps and other related topics.
More about Andrew: http://rushtech.online/about-andrew-lassise/
More about David: https://www.davidleary.com/
More episodes: https://www.podpage.com/site/the-tech-talk-for-accountants-show/
Need help with your tech support? Contact us here: https://rushtech.online/contact/
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Apple in late 2020 released a new feature for its devices called private wifi addresses. This feature is available for iOS 14, iPadOS 14, and watchOS 7 devices. The goal of this feature is to offer anonymity when regularly connecting to public wifi access points. As an accountant, your important documents or credentials may be at risk while connected to these hotspots.
Read the article: https://rushtech.online/private-wifi-address/
Contact us for remote tech support: https://rushtech.online/contact/
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Richard Roppa-Roberts joins Andrew on this episode of the Tech Talk for Accountants Show and they discuss the Intuit ecosystem and building community.
Connect with Richard: http://quasarcowboy.com/
Connect with Andrew: https://rushtech.online/about-andrew-lassise/
Contact us for remote tech support here: https://rushtech.online/contact/
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On this episode of the Tech Talk for Accountants Show, Andrew is joined by Dean Barta of Barta Business Group. They discuss the topic of outsourcing accounting.
Dean's company: https://bartabusinessgroup.com/
More about Andrew: https://rushtech.online/about-andrew-lassise/
Remote tech support contact for accountants: https://rushtech.online/contact/
More podcast episodes: https://www.podpage.com/site/the-tech-talk-for-accountants-show/
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Andrew Lassise is joined by Michelle Weinstein, a sales strategist, on this episode of the podcast.
They discuss what goes into finding clients that are a good fit for accountants.
Think about your client roster and think about the person you love talking to. The client you love working with. "You love when you pull their file and work on their business," Michelle said. "You love that they tell you how much they appreciate you and your knowledge."
Make a list of 20 attributes of that clients. That's your perfect client that you want to go after.
Michelle offers more tips on the topic of finding clients - good ones - on this episode!
Check out Michelle's podcast The Abundant Accountant here: https://theabundantaccountant.com/abundant-accountant-podcast/
Check out more episodes of our podcast here: http://rushtech.online/podcast
Need remote tech support for your accounting firm? Contact us here: http://rushtech.online/contact
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Accounting firms sometimes wonder whether or not they need remote tech support and why that can be better than having in-house IT support.
Once you know which attributes are important in a managed service provider you can ask the right questions and know what to look for. In this article, we are breaking down the advantages of remote tech support for you. If you have any questions, feel free to drop us a note: http://rushtech.online/contact/
The written version of this podcast can be found here: https://rushtech.online/remote-tech-support/
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Children and grandchildren are heading back to school and oftentimes learning via computer. The new normal also now must include distance learning cyber security tips that we need to consider for our children. Here are some tips for you to consider. You can also read the written version of this episode here: https://rushtech.online/distance-learning-cyber-security-tips/
Need help with your internet security contact us here: https://rushtech.online/contact/
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On this episode of the Tech Talk for Accountants Show Andrew is joined by Will Keller of Scooter Accounting to talk about small business accounting and some of he problems small business face when it comes to accounting. You can also subscribe to our podcast here: http://rushtech.online/podcast
Find Will's company at http://scooteraccounting.com
Need help with your tech support and managed services? Contact us here: http://rushtech.online/contact
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Author and Accounting Apps Expert Heather Smith joins Andrew Lassise on this episode of the Tech Talk for Accountants Show to talk about accounting and accounting apps. As always you can listen below, watch on YouTube and read the related article from the conversation on our website at http://rushtech.online/blog Need help with your tech support or managed services, drop us a note at support@rushtechsupport.com or at http://rushtech.online/contact
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Vishing attacks are on the rise, according to federal officials, and can cause real harm to people and businesses. This article from your team at Rush Tech Support is sharing the latest and offers some tips.
Vishing attacks are related to phishing scam attacks and try to dupe people into turning over personal information through a fake, but realistic sounding and looking phone call. The V in vishing attacks stands for "voice" as in somebody or a robotic voice calling you.
For the written version of this episode: https://rushtech.online/vishing-attacks/
Need help with your data security? Call (888) 965-0171 to get assistance now. You can also contact us here: https://rushtech.online/contact/
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Most of us use public WiFi hotspots but public WiFi security is an easy afterthought. But public WiFi security should be a top priority to avoid the next data breach.
With some basic strategies, you can avoid a majority of the possible issues. Convenience shouldn’t become a liability. This podcast episode is the reading of the blog post with the same title. You can read it here: https://rushtech.online/public-wifi-security/
Contact us here if you need help with your data security and managed services: https://rushtech.online/contact/
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Larry Furr, Chief Product Officer at https://www.getcanopy.com/, joins Andrew Lassise to talk about accounting practice management software and specifically Canopy.
Let us help your accounting firm focus on accounting while we focus on your IT. Call (888) 965-0171 to get started now.
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In this episode of the Tech Talk for Accountants Podcast Andrew Lassise is joined by Author Mike Michalowicz to discuss how entrepreneurs can grow their businesses quicker, the concept of profit first and other topics of interest to accountants. You can listen wherever you listen to podcasts and even ask Siri to "Play the Tech Talk for Accountants Show podcast."
We discussed among other topics:
- Why does the entrepreneurial gap exist and how to overcome it?
- How to make entrepreneurship a success
- Who wants to be an entrepreneur?
- How to delegate
- Pain driven decisions
For more insights visit our blog: https://rushtech.online/blog/
Need help with your managed services for your accounting firm, contact us here: https://rushtech.online/contact/
Mike's books: https://rushtech.online/podcast/books/
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During the coronavirus pandemic the IRS is accepting the faxing of forms 1139, 1045 and 3115 which reminded us of the importance of fax security. That's the topic Andrew discusses on this episode: Online fax security.
More about Andrew: https://rushtech.online/about-andrew-lassise/
Rush Tech Services: https://rushtech.online/services/
Contact us: https://rushtech.online/contact/
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Andrew Lassise of Rush Tech Support explains common phishing techniques and how you and your accounting firm's employees can make sure not to fall victim. Need help with your tech support? Call us at (888) 965-0171 or contact us here: https://rushtech.online/contact/
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Andrew Lassise is joined by Della Hudson, a UK-based cloud accountancy expert, on this episode. They discuss why accounting firms should be in the cloud, what that means and how to get started. Of course, they discuss how to practice good technology security as well.
For more on Andrew: https://rushtech.online/about-andrew-lassise/
Connect with Della: https://hudsonbusiness.co.uk/
Previous episodes: https://rushtech.online/podcast
To hire Rush Tech for your managed services: https://rushtech.online/contact/
Read Andrew's article on moving to the cloud on Accounting Today: https://www.accountingtoday.com/list/the-pros-and-cons-of-moving-your-firm-to-the-cloud
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Andrew Lassise is joined by Author Rhondalynn Korolak to discuss pricing value strategies for accountants and more. You can buy Rhondalynn's book on the topic here: https://rushtech.online/podcast/books/
Connect with her on LinkedIn here: https://www.linkedin.com/in/imagineering/
Her website: https://imagineeringnow.com/
Her book can also be found here: https://pricingvalue.co/
For previous episodes of our podcast: https://rushtech.online/podcast/
Need help with tech support for your accounting firm, contact us here: https://rushtech.online/contact
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In this episode of The Tech Talk for Accountants Show Andrew Lassise discusses this topic and offers tips on how accountants can spot data breach issues. Andrew is the CEO of Rush Tech Support, a managed service provider for accounting firms around the United States. More about him: https://rushtech.online/about-andrew-lassise/
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Rush Tech CEO Andrew Lassise (https://rushtech.online/about-andrew-lassise/) shares the importance of fast IT action and how accounting firms can accomplish that.
When a computers or a network aren't working that usually also means that employees can't do basic tasks. Andrew shares tips on how companies can stay ahead of issues and make sure their technology doesn't let them down.
He discusses both proactive and reactive measures that need to be implemented at fast speeds. For more about Rush Tech: http://rushtech.online
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Rush Tech CEO Andrew Lassise breaks down the common tech problems accounting firms face and how managed services can help avoid issues.
Check us out on RushTech.online for more.
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