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The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

By Rush Tech Support
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
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Dan Henn and the Benefits of a Mastermind
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 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.
May 3, 2021
Brady Smith - Optimizing Web Traffic and Getting Leads Through SEO
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.
April 26, 2021
Courtney De Ronde - Three Things that PPP Taught Us About Business
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.
April 19, 2021
Kenny Harper - How to Build Relationships and Get More Leads That Convert
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.
April 12, 2021
Joseph Brunsman - Cyber Insurance and Ways Accountants Can Protect Their Firm
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.
April 5, 2021
Brandon Morris - Barons Inc and the Benefits of Quickbooks and How To Secure It
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.
March 29, 2021
Will Lopez-Empowering Accountants w/ People Advisory™ powered by Gusto.
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.
March 22, 2021
Monique Swansen-Financial insights for med-tech, life science, and cannabis businesses using automation and AI
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.
March 15, 2021
Alvin Hagerich-Tax, Forensic Accounting, Insolvency and Restructuring
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
March 8, 2021
Cedrick West-Growing By Developing Strategies and Processes That Increase Cash Flow
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. 
March 1, 2021
Roland Manuel-President & Chief Tax Strategist at Palm Beach Tax Group
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. 
February 22, 2021
Alex Raymond - How to Choose A CRM and Workflow Management
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.
February 15, 2021
Karen Lake - WFH and Tax Consequences
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.
February 8, 2021
Penny Breslin - BPO, Productivity, and the Pitfalls of Social Media
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.
February 1, 2021
Reza Hooda - Working 15 Hours With Pricing Process People and Positioning
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.
January 25, 2021
Mysti Williams - Restaurants and Real Estate Investors
33 - Mysti Williams: Free IT Audit: 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!
January 4, 2021
Paige Papaioannou - Growing A Bookkeeping Business Using Profit First
Books by Paige, LLC Giveaway for TTFA Listeners: Free IT Audit: 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.
December 23, 2020
Jon Melloy - Practice Protect and Eliminating the Human Error
31 - Jon Melloy - 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.
December 7, 2020
Judie McCarthy - Client Hub and Frictionless Workflows & SaaS
30: Black Friday  / Cyber Monday deal is 90% off first 3 months of Client Hub - 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.
November 30, 2020
Chi Odogwu - Marketing, Online Summits, and Being An Expert To Build Authority
29 Code RUSH for 20% off Free IT Audit: 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 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
November 18, 2020
Rod Brennan - You're an idiot if youre a criminal using blockchain
28: Free IT Security Audit: 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
November 10, 2020
Prince CPA Group - Accounting Strategies for Home Builders
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:
November 4, 2020
26: How can accounting firm clients protect their data? (with Michael Solomon)
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:   More about Andrew:   Contact us to get remote tech control for your accounting firm: Or call us at (888) 965-0171 to get help now.    More podcast episodes:
October 14, 2020
25: What's a password manager and how does a password manager work?
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: More podcast episodes can be found here: Contact us to get remote tech control for your accounting firm: Or call us at (888) 965-0171 to get help now.
October 13, 2020
24: Technology in accounting - a chat with Chase Vowell
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:  More about Andrew:   Contact us to get remote tech control for your accounting firm: Or call us at (888) 965-0171 to get help now.  More podcast episodes:
October 7, 2020
23: Don't miss these computer updates and avoid data breaches
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:  This episode is a reading of the related article from our blog here:
October 7, 2020
22: Putting President Trump's taxes into context
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:   More about Andrew: 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:
October 1, 2020
21: Keeping it jargon-free in accounting with Randy Hughes
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:  More about Andrew:  Need remote tech support? Drop us a note: Or call: (888) 965-0171
September 30, 2020
20: David Leary discusses QuickBooks apps and more
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:  More about David:  More episodes:  Need help with your tech support? Contact us here:
September 23, 2020
19: What is a private wifi address and why you might care
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:  Contact us for remote tech support:
September 22, 2020
18: The Intuit ecosystem and building community in the accounting world
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:  Connect with Andrew:  Contact us for remote tech support here:
September 16, 2020
17: Outsourcing accounting - is it a good idea?
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:  More about Andrew:  Remote tech support contact for accountants:  More podcast episodes:
September 10, 2020
16: Finding clients that work for your accounting firm - a chat with Michelle Weinstein
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:  Check out more episodes of our podcast here:   Need remote tech support for your accounting firm? Contact us here:
September 9, 2020
15: Consider these things when hiring remote tech support
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: The written version of this podcast can be found here:
September 8, 2020
14: Remote learning - Are your family's children really safe on their computers?
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: Need help with your internet security contact us here:
September 4, 2020
13: Common problems small businesses face with their accounting (feat. Will Keller)
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: Find Will's company at Need help with your tech support and managed services? Contact us here:
September 3, 2020
12: Things to know about accounting apps (with Heather Smith)
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  Need help with your tech support or managed services, drop us a note at or at
September 2, 2020
11: How likely is a vishing attack to happen to me?
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: Need help with your data security? Call (888) 965-0171 to get assistance now. You can also contact us here:
August 28, 2020
10: Public WiFi security: Is it possible to be secure on public WiFi?
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: Contact us here if you need help with your data security and managed services:
August 25, 2020
E9: Discussing Canopy, the accounting practice management software with Larry Furr
Larry Furr, Chief Product Officer at, 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.
August 12, 2020
E8: How to grow your accounting firm's business quicker (feat. Mike Michalowicz)
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: Need help with your managed services for your accounting firm, contact us here: Mike's books:
August 3, 2020
E7: Fax security tips that matter for accountants
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: Rush Tech Services: Contact us:
July 30, 2020
E6: Use these tips to not become a phishing scam victim
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:
July 28, 2020
E5: Why your accounting firm should be in the cloud (feat. Della Hudson)
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: Connect with Della: Previous episodes: To hire Rush Tech for your managed services: Read Andrew's article on moving to the cloud on Accounting Today:
July 22, 2020
E4: Pricing strategies for accountants (feat. Rhondalynn Korolak)
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: Connect with her on LinkedIn here: Her website: Her book can also be found here: For previous episodes of our podcast: Need help with tech support for your accounting firm, contact us here:
July 15, 2020
E3: How do I know if my customer data was breached
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:
July 7, 2020
E2: The importance of fast support from your IT provider
Rush Tech CEO 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:
July 1, 2020
What accountants must know about managed services
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 for more.
June 23, 2020