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The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

By 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 tech4accountants.net/podcast/
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24: Technology in accounting - a chat with Chase Vowell

The Tech Talk for Accountants Show

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Employee Retention: How to Keep Your Best People
Employee Retention: How to Keep Your Best People
Investing in employees and helping them to develop and grow their career will result in happier staff and less of a staffing problem.
02:06
December 09, 2022
Focusing on People Pays Off in Employee Retention
Focusing on People Pays Off in Employee Retention
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?
02:15
December 08, 2022
"Managing a remote team? Here's what you need to know"
"Managing a remote team? Here's what you need to know"
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. 1. The challenges of managing a remote team 2. The importance of creating good process 3. The importance of training employees well
01:17
December 07, 2022
"He turned his struggling business into a thriving one by expanding his services!"
"He turned his struggling business into a thriving one by expanding his services!"
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.
02:10
December 06, 2022
Nick Sinclair- Why it is crucial to invest in your employees
Nick Sinclair- Why it is crucial to invest in your employees
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.
38:39
December 05, 2022
12 Hours of Free, High Quality CPE!
12 Hours of Free, High Quality CPE!
The importance of sharing knowledge is emphasized by the fact that it is free for attendees and provides high quality information.
02:08
December 02, 2022
How to stay ahead of the curve in the ever-changing accounting and tax industry
How to stay ahead of the curve in the ever-changing accounting and tax industry
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.
02:05
December 01, 2022
John's Unique CPA Podcast is a Hit With Industry Insiders!
John's Unique CPA Podcast is a Hit With Industry Insiders!
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.
02:08
November 30, 2022
Two Passionate Beer Lovers Create a Successful Business Together
Two Passionate Beer Lovers Create a Successful Business Together
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.
02:11
November 29, 2022
Randy Crabtree - The Impact of The Podcast on The Industry.
Randy Crabtree - The Impact of The Podcast on The Industry.
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.
44:26
November 28, 2022
Billing Made Easy: One Source of Truth for ACH and Credit Cards
Billing Made Easy: One Source of Truth for ACH and Credit Cards
The agreement will generate the invoice automatically, according to the terms, according to everything stated there, and the payment will be automated as well.
02:00
November 25, 2022
Get your agreements done faster with our new mobile-friendly site!
Get your agreements done faster with our new mobile-friendly site!
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.
02:12
November 24, 2022
"Businesses Grow Despite Late Payments"
"Businesses Grow Despite Late Payments"
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.
02:09
November 23, 2022
How to keep your business afloat when revenue leakage strikes
How to keep your business afloat when revenue leakage strikes
"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
01:60
November 22, 2022
Omry Man- The Significance of Having Your Business on Autopilot
Omry Man- The Significance of Having Your Business on Autopilot
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
44:25
November 21, 2022
How the music industry's economics have changed over time
How the music industry's economics have changed over time
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.
02:13
November 18, 2022
MLB team successfully changes hands in less than a month
MLB team successfully changes hands in less than a month
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.
02:07
November 17, 2022
Interviews with Industry Leaders that will Inspire You
Interviews with Industry Leaders that will Inspire You
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.
02:03
November 17, 2022
Making Professional Education Enjoyable: A Company's Goal
Making Professional Education Enjoyable: A Company's Goal
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.
02:03
November 16, 2022
Michael Kravshik- The Value of Continuous Education in the Real Estate Industry
Michael Kravshik- The Value of Continuous Education in the Real Estate Industry
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.
46:42
November 14, 2022
SEO Success: How to Rank High on Search Engines
SEO Success: How to Rank High on Search Engines
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!
02:10
November 11, 2022
SEO-Savvy CPE Providers Weathering the Pandemic Storm
SEO-Savvy CPE Providers Weathering the Pandemic Storm
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.
02:07
November 10, 2022
The pandemic spurred Internet marketing tenfold, compressing ten years of advances into two years.
The pandemic spurred Internet marketing tenfold, compressing ten years of advances into two years.
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.
02:11
November 09, 2022
The Early Days of Online CPE Providers: Marketing and Sales Challenges
The Early Days of Online CPE Providers: Marketing and Sales Challenges
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
02:10
November 08, 2022
Tad Stephens- Foundation in Business
Tad Stephens- Foundation in Business
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.
59:46
November 07, 2022
"More companies are protecting themselves against cybercrime"
"More companies are protecting themselves against cybercrime"
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.
02:05
November 04, 2022
How to Get Over Your Fear of Change and Embrace a New Beginning
How to Get Over Your Fear of Change and Embrace a New Beginning
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.
02:07
November 03, 2022
Insurance Industry Aims to Combat Losses with Underwriting Changes
Insurance Industry Aims to Combat Losses with Underwriting Changes
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.
02:06
November 02, 2022
Bengal and Pro: Insuring America's Accountants
Bengal and Pro: Insuring America's Accountants
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.
02:04
November 01, 2022
Rob Ferrini-All About Cyber Insurance and Liability
Rob Ferrini-All About Cyber Insurance and Liability
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.
44:59
October 31, 2022
Accountants Who Use the Product Build Stronger Relationships With Clients
Accountants Who Use the Product Build Stronger Relationships With Clients
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.
02:03
October 28, 2022
Drift's Success Thanks to Their Ability to Solve Client Problems
Drift's Success Thanks to Their Ability to Solve Client Problems
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.
02:13
October 27, 2022
Travis Co-Founders Create Tool to Help Accountants and Fractional CFOs
Travis Co-Founders Create Tool to Help Accountants and Fractional CFOs
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.
01:50
October 25, 2022
Bring Reports to Life with Live Flow
Bring Reports to Life with Live Flow
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.
02:12
October 25, 2022
Anita Koimur-The Importance of Having Precise Data in Your Business
Anita Koimur-The Importance of Having Precise Data in Your Business
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
32:46
October 24, 2022
The Importance of Staying on Top of Your Books
The Importance of Staying on Top of Your Books
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.
02:10
October 14, 2022
Get an Accurate View of Your Spending by Categorizing Transactions
Get an Accurate View of Your Spending by Categorizing Transactions
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.
01:48
October 13, 2022
Machine Learning Can't Always Categorize Amazon Purchases
Machine Learning Can't Always Categorize Amazon Purchases
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.
02:01
October 12, 2022
UNCAT's new app makes syncing transactions from QuickBooks a breeze!
UNCAT's new app makes syncing transactions from QuickBooks a breeze!
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.
01:41
October 11, 2022
Brandon Bruce-Time is the Key Thing to Any Business
Brandon Bruce-Time is the Key Thing to Any Business
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.
38:18
October 10, 2022
Automation Can Help Businesses Reduce Costs and Improve Efficiency
Automation Can Help Businesses Reduce Costs and Improve Efficiency
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.
02:02
October 07, 2022
How Automation Can Help You Focus on What's Important
How Automation Can Help You Focus on What's Important
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.
02:06
October 06, 2022
Get the Most Out of Your Workflow Automation Platform
Get the Most Out of Your Workflow Automation Platform
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.
02:10
October 05, 2022
Automation by accountants yields positive results
Automation by accountants yields positive results
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.
02:05
October 04, 2022
Korey Cournoyer- Fundamentals and Principles Underlying Automation
Korey Cournoyer- Fundamentals and Principles Underlying Automation
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.
47:15
October 03, 2022
Integrating Different Software Can Lead to Major Improvements in Efficiency
Integrating Different Software Can Lead to Major Improvements in Efficiency
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.
02:12
September 30, 2022
The COVID pandemic has forced businesses to move to telecommuting, which has been great for society and businesses.
The COVID pandemic has forced businesses to move to telecommuting, which has been great for society and businesses.
The benefits of the system are vast, and include increased efficiency, productivity, and work-life balance for your accounting staff.
01:50
September 29, 2022
The Importance of Having a Good Backup Plan
The Importance of Having a Good Backup Plan
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.
02:08
September 28, 2022
Don't get sold on tech you don't need: focus on business needs
Don't get sold on tech you don't need: focus on business needs
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
02:04
September 27, 2022
Joshua Holman- The Technical Aspect of Things
Joshua Holman- The Technical Aspect of Things
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.
50:08
September 26, 2022
Flexible work from home policies attract and retain top talent
Flexible work from home policies attract and retain top talent
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.
02:16
September 23, 2022
The Negative Impact of Disorganization on Productivity
The Negative Impact of Disorganization on Productivity
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.
02:01
September 22, 2022
How to set up their account and to use the system?
How to set up their account and to use the system?
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.
02:15
September 21, 2022
How does Financial Sense help accounting firms?
How does Financial Sense help accounting firms?
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.
02:09
September 21, 2022
Shahram Zarshenas- What role does financial sense play in your workflow?
Shahram Zarshenas- What role does financial sense play in your workflow?
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.
32:53
September 19, 2022
Ryan Lazanis-How to Boost Your Business
Ryan Lazanis-How to Boost Your Business
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/
46:22
September 16, 2022
Edgar Espinoza-TaxDome: Everything You Need to Know
Edgar Espinoza-TaxDome: Everything You Need to Know
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/
30:01
September 16, 2022
Ray McCorvey-What is Employee Retention Credit?
Ray McCorvey-What is Employee Retention Credit?
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
49:46
September 16, 2022
Loren Fogelman- The Essence of Value Pricing
Loren Fogelman- The Essence of Value Pricing
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/
45:15
September 16, 2022
"Client-Facing Technologies Are Key to Business Success
"Client-Facing Technologies Are Key to Business Success
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.
01:57
September 09, 2022
Various Software Programs That Help with Business
Various Software Programs That Help with Business
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.
02:14
September 08, 2022
"The Importance of Using Similar Client-Facing Technologies in a Company"
"The Importance of Using Similar Client-Facing Technologies in a Company"
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.
02:17
September 08, 2022
Why the Real Estate Industry is Recession Resistant (and How Accounting Firms Can Benefit)
Why the Real Estate Industry is Recession Resistant (and How Accounting Firms Can Benefit)
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.
02:20
September 08, 2022
Rachel Fisch- Accountants Help Real Estate Agents Succeed by Providing Innovative Tech Solutions
Rachel Fisch- Accountants Help Real Estate Agents Succeed by Providing Innovative Tech Solutions
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.
40:02
September 08, 2022
"Slow to hire, quick to fire" philosophy pays off in the long run
"Slow to hire, quick to fire" philosophy pays off in the long run
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.
02:09
September 02, 2022
The Best Way to Find Good Employees in Today's Job Market
The Best Way to Find Good Employees in Today's Job Market
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.
01:38
September 01, 2022
Tips on Getting More of Customers
Tips on Getting More of Customers
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.
01:37
September 01, 2022
Ledger Gurus: How a Power Couple Took Over the Accounting World
Ledger Gurus: How a Power Couple Took Over the Accounting World
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!
01:43
August 30, 2022
Stephen Brown- What Led To LedgerGurus' Success?
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.
36:04
August 29, 2022
New Ways to Improve Client Experience in a Law Firm
New Ways to Improve Client Experience in a Law Firm
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
02:15
August 26, 2022
Lawyer Finds Joy in Helping Others and Standardizing Processes
Lawyer Finds Joy in Helping Others and Standardizing Processes
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
02:01
August 25, 2022
"Business offers opportunity for growth and development to employees"
"Business offers opportunity for growth and development to employees"
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. Go to: www.tech4accountants.net
01:55
August 24, 2022
QuickBooks and software company improve services
QuickBooks and software company improve services
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
02:07
August 23, 2022
Lynda Artesani- Learning The Fundamentals
Lynda Artesani- Learning The Fundamentals
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
44:01
August 22, 2022
Cloud Technology and Apps: How They've Evolved and How You Can Use Them to Your Advantage
Cloud Technology and Apps: How They've Evolved and How You Can Use Them to Your Advantage
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
02:08
August 19, 2022
The Benefits of Contracts in Business Relationships
The Benefits of Contracts in Business Relationships
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
02:09
August 18, 2022
How to Manage Scope Creep and Keep Your Clients Happy?
How to Manage Scope Creep and Keep Your Clients Happy?
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
02:10
August 17, 2022
Accounting Firm Addresses Industry Issues with Innovative Solutions
Accounting Firm Addresses Industry Issues with Innovative Solutions
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
02:04
August 16, 2022
Jennie Moore-What Are The Issues In The Accounting Industry?
Jennie Moore-What Are The Issues In The Accounting Industry?
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. Go to: www.tech4accountants.net
46:57
August 15, 2022
The Home Depot: A Company That Benefits From Specialization
The Home Depot: A Company That Benefits From Specialization
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. Go to: www.tech4accountants.net
01:58
August 12, 2022
Subscription-based pricing models are ideal for reflecting the value of your services.
Subscription-based pricing models are ideal for reflecting the value of your services.
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. Go to: www.tech4accountants.net
01:60
August 11, 2022
The Benefits of Being Proactive in Business
The Benefits of Being Proactive in Business
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. Go to: www.tech4accountants.net
02:19
August 10, 2022
Offering unlimited access allows customers to get the most value from the company
Offering unlimited access allows customers to get the most value from the company
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. Go to: www.tech4accountants.net
02:11
August 09, 2022
Ron Baker- What Is A Billable Hour?
Ron Baker- What Is A Billable Hour?
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. Go to: www.tech4accountants.net
49:32
August 08, 2022
"Jetpack Workflow: The Automated Process That Will Make You a More Efficient Manager"
"Jetpack Workflow: The Automated Process That Will Make You a More Efficient Manager"
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. Go to: www.tech4accountants.net
02:12
August 05, 2022
Hiring Employees Can Be an Efficient Way to Grow Quickly
Hiring Employees Can Be an Efficient Way to Grow Quickly
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. Go to: www.tech4accountants.net
02:18
August 04, 2022
Reach Your Potential With Productivity Software
Reach Your Potential With Productivity Software
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 Go to:www.tech4accountants.net
02:07
August 03, 2022
"Jetpack Workflow: The accounting, bookkeeping, payroll, and tax firm's best friend"
"Jetpack Workflow: The accounting, bookkeeping, payroll, and tax firm's best friend"
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 Go to: www.tech4accountants.net
02:15
August 02, 2022
David Cristello-All About Project Administration for Accountants
David Cristello-All About Project Administration for Accountants
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. Go to: www.tech4accountants.net
39:23
August 01, 2022
How to be successful: Plan your year in advance
How to be successful: Plan your year in advance
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. Go to: www.tech4accountants.net
02:02
July 29, 2022
Strategic Planning is Key to Entrepreneurial Success
Strategic Planning is Key to Entrepreneurial Success
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. Go to Accountants: www.tech4accountants.net
02:09
July 28, 2022
How to Use Rhythms to Create Powerful Habits in Your Work Life?
How to Use Rhythms to Create Powerful Habits in Your Work Life?
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. Go to: www.tech4accountants.net
02:10
July 27, 2022
How to Create a Safe Culture in Your Organization?
How to Create a Safe Culture in Your Organization?
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. Go to: www.tech4accountants.net
01:56
July 26, 2022
Jason M. Blumer- How to Develop a Culture of Safety and Transparency?
Jason M. Blumer- How to Develop a Culture of Safety and Transparency?
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. Go to: www.tech4accountants.net
50:44
July 25, 2022
What Employee Retention Credit Made For?
What Employee Retention Credit Made For?
 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.  Go to: https://www.ercpros.com/squeeze-page1656092503838
02:21
July 22, 2022
How to Qualify for Credit Retention for Accountant?
How to Qualify for Credit Retention for Accountant?
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. Go to: https://www.ercpros.com/squeeze-page1656092503838
02:03
July 21, 2022
The Benefits of Retention Credit
The Benefits of Retention Credit
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. Go to: https://www.ercpros.com/squeeze-page1656092503838
02:01
July 21, 2022
What Is the Retention Credit for Employees?
What Is the Retention Credit for Employees?
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. Go to: https://www.ercpros.com/squeeze-page1656092503838
02:14
July 19, 2022
Ray McCorvey-What is Employee Retention Credit?
Ray McCorvey-What is Employee Retention Credit?
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
49:46
July 18, 2022
How To Make Giving Solution To Your Client
How To Make Giving Solution To Your Client
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. Go to Accountants: https://www.businesssuccesssolution.com/package/
02:18
July 15, 2022
Learn How Value Pricing Works
Learn How Value Pricing Works
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.
01:56
July 14, 2022
What You Charge For Your Services?
What You Charge For Your Services?
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.
01:59
July 13, 2022
How Can You Communicate Your Network and Value?
How Can You Communicate Your Network and Value?
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.
02:07
July 12, 2022
Loren Fogelman- The Essence of Value Pricing
Loren Fogelman- The Essence of Value Pricing
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/
45:15
July 11, 2022
Joe Woodard-Workplace Technology
Joe Woodard-Workplace Technology
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. For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
01:16
July 08, 2022
Lindsey West- The Benefit of Accountants From Track 1099
Lindsey West- The Benefit of Accountants From Track 1099
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. For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
02:04
July 07, 2022
Jason Richelson-Ecommerce Automation and Strategies for The Accounting Industry to Co-exist
Jason Richelson-Ecommerce Automation and Strategies for The Accounting Industry to Co-exist
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/
02:12
July 06, 2022
Ganesh Ranganathan-Robots In The Accounting Industry
Ganesh Ranganathan-Robots In The Accounting Industry
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/
01:07
July 04, 2022
Ed Kleiss - All About The Soul of Enterprise
Ed Kleiss - All About The Soul of Enterprise
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/
01:06
July 01, 2022
Chris Rivera-Offshore Staffing and Why You Need It
Chris Rivera-Offshore Staffing and Why You Need It
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.
02:09
June 30, 2022
Alex Raymond - How to Choose A CRM and Workflow Management
Alex Raymond - How to Choose A CRM and Workflow Management
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.
01:54
June 28, 2022
Judie McCarthy - Client Hub and Frictionless Workflows & SaaS
Judie McCarthy - Client Hub and Frictionless Workflows & SaaS
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.
01:53
June 27, 2022
How Are Businesses Utilizing Taxdome's Automation?
How Are Businesses Utilizing Taxdome's Automation?
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. 
02:02
June 24, 2022
The Benefits of Automation
The Benefits of Automation
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.
02:06
June 24, 2022
Challenges with Technology Integration for Clients at Taxdome
Challenges with Technology Integration for Clients at Taxdome
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.
02:03
June 22, 2022
What Is A Practice Management?
What Is A Practice Management?
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.
02:09
June 22, 2022
Edgar Espinoza-TaxDome: Everything You Need to Know
Edgar Espinoza-TaxDome: Everything You Need to Know
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/
29:58
June 20, 2022
What Should a CPA Firm Be Searching For?
What Should a CPA Firm Be Searching For?
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.
02:12
June 18, 2022
The Different Levels As A Certified As A Cost Segregation Professional?
The Different Levels As A Certified As A Cost Segregation Professional?
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. 
02:02
June 16, 2022
What To Expect for First 60 to 90 Days of Becoming A Member of ASCSP?
What To Expect for First 60 to 90 Days of Becoming A Member of ASCSP?
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. 
02:12
June 15, 2022
The Benefits of Joining The ASCSP
The Benefits of Joining The ASCSP
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.
02:02
June 14, 2022
Travis Mlodzik- All about ASCSP and Working As A Cost Segregation Professional
Travis Mlodzik- All about ASCSP and Working As A Cost Segregation Professional
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. For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
38:18
June 13, 2022
The Second Principle of Subscription
The Second Principle of Subscription
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.
01:59
June 10, 2022
Job Easier with The Right Technology
Job Easier with The Right Technology
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.
02:18
June 09, 2022
What is Subscription Based Pricing?
What is Subscription Based Pricing?
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. 
02:08
June 08, 2022
How Automation Technology Helps You?
How Automation Technology Helps You?
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.
02:12
June 07, 2022
Joe Woodard-Workplace Technology
Joe Woodard-Workplace Technology
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. For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
48:58
June 06, 2022
How Track 1099 Help in Giving Data Accuracy
How Track 1099 Help in Giving Data Accuracy
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.
02:04
June 03, 2022
The Plans and Visions of The Company
The Plans and Visions of The Company
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.
01:48
June 02, 2022
How Track 1099 Works With The Client
How Track 1099 Works With The Client
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.
02:07
June 01, 2022
What is Track 1099?
What is Track 1099?
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.
02:00
May 31, 2022
Lindsey West- The Benefit of Accountants From Track 1099
Lindsey West- The Benefit of Accountants From Track 1099
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. For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
34:30
May 30, 2022
Matt Vaadi-How Matt Vaadi Help Accounting Firms (snippet 4)
Matt Vaadi-How Matt Vaadi Help Accounting Firms (snippet 4)
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.
02:11
May 27, 2022
Matt Vaadi-How Matt Vaadi Help Accounting Firms (snippet 3)
Matt Vaadi-How Matt Vaadi Help Accounting Firms (snippet 3)
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.
02:20
May 26, 2022
Matt Vaadi-How Matt Vaadi Help Accounting Firms (snippet 2)
Matt Vaadi-How Matt Vaadi Help Accounting Firms (snippet 2)
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.
02:05
May 25, 2022
Matt Vaadi-How Matt Vaadi Help Accounting Firms (snippet 1)
Matt Vaadi-How Matt Vaadi Help Accounting Firms (snippet 1)
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.
02:02
May 24, 2022
Matt Vaadi-How Matt Vaadi Help Accounting Firms
Matt Vaadi-How Matt Vaadi Help Accounting Firms
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. For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/
40:18
May 23, 2022
Rob Brown- All About Having a Company Strategy (snippet)
Rob Brown- All About Having a Company Strategy (snippet)
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/
02:06
May 21, 2022
Rob Brown- All About Having a Company Strategy (snippet 2)
Rob Brown- All About Having a Company Strategy (snippet 2)
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/
01:50
May 21, 2022
Rob Brown- All About Having a Company Strategy (snippet 1)
Rob Brown- All About Having a Company Strategy (snippet 1)
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/
02:04
May 21, 2022
Rob Brown-All About Having A Company Strategy
Rob Brown-All About Having A Company Strategy
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/
02:07
May 16, 2022
Ryan Lazanis-How to Boost Your Business (snippet)
Ryan Lazanis-How to Boost Your Business (snippet)
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.
02:02
May 12, 2022
Ryan Lazanis-How to Boost Your Business (snippet)
Ryan Lazanis-How to Boost Your Business (snippet)
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.
01:46
May 11, 2022
Ryan Lazanis-How to Boost Your Business (snippet)
Ryan Lazanis-How to Boost Your Business (snippet)
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/
01:57
May 10, 2022
Ryan Lazanis-How to Boost Your Business
Ryan Lazanis-How to Boost Your Business
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/
46:22
May 09, 2022
Jake Reeves-Everything About Cloud Hosting
Jake Reeves-Everything About Cloud Hosting
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/
46:42
May 02, 2022
Chris Palmer-How Can You Make The Transition From Compliance to Advisory Services?
Chris Palmer-How Can You Make The Transition From Compliance to Advisory Services?
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/
35:23
April 25, 2022
Ed Kless-All About The Soul of Enterprise
Ed Kless-All About The Soul of Enterprise
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/
47:35
April 18, 2022
Ganesh Ranganathan-Robots In The Accounting Industry
Ganesh Ranganathan-Robots In The Accounting Industry
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/
35:17
April 12, 2022
Jason Richelson-Ecommerce Automation and Strategies for The Accounting Industry to Co-exist
Jason Richelson-Ecommerce Automation and Strategies for The Accounting Industry to Co-exist
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/
35:59
April 04, 2022
Catherine Tindall-Everything You Need To Know About Covid Tax Credits
Catherine Tindall-Everything You Need To Know About Covid Tax Credits
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.
36:53
March 28, 2022
Guy Pearson-How Practice Ignition Can Help Accountants
Guy Pearson-How Practice Ignition Can Help Accountants
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.
42:15
March 21, 2022
Joel Slatis - All About Time Tracking and Expenses
Joel Slatis - All About Time Tracking and Expenses
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. 
45:56
March 14, 2022
Anup Singh-Workflow Management
Anup Singh-Workflow Management
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. 
31:53
March 07, 2022
Amanda C. (Newell) Watts-Marketing and Sales for Accountants
Amanda C. (Newell) Watts-Marketing and Sales for Accountants
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. 
41:32
February 28, 2022
Blake Oliver - Why Bitcoin is a Terrible Store of Value
Blake Oliver - Why Bitcoin is a Terrible Store of Value
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. 
53:04
February 21, 2022
Kirk Phillips - NFT Crypto Space
Kirk Phillips - NFT Crypto Space
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.
38:48
February 14, 2022
Eric Green - Automate Everything You Can Automate
Eric Green - Automate Everything You Can Automate
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."
44:28
February 08, 2022
Tyler Clark - Understanding The Foundation of Marketing and Sales Aspect
Tyler Clark - Understanding The Foundation of Marketing and Sales Aspect
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.
45:47
January 31, 2022
Anthony Simonie and Donald Stojack- The Power of Strategy
Anthony Simonie and Donald Stojack- The Power of Strategy
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.  
50:46
January 24, 2022
Bruce Clark M&A Tactics and Ideas To Grow your Business
Bruce Clark M&A Tactics and Ideas To Grow your Business
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.
42:04
January 17, 2022
Grant Bledsoe-Adding Value With a Certified Financial Planner
Grant Bledsoe-Adding Value With a Certified Financial Planner
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.
36:22
December 27, 2021
Lee Reams-Marketing and Your Accounting Firm
Lee Reams-Marketing and Your Accounting Firm
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.
39:45
December 20, 2021
Trent Russell- Reaching Your Goals
Trent Russell- Reaching Your Goals
Trent Russell is the CEO of Greenskies Analytics where he develops value-add and risk-based analytics platforms for Internal Audit departments.
49:37
December 13, 2021
Scott Zarret- Continuing Education in Accounting
Scott Zarret- Continuing Education in Accounting
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.
37:46
December 06, 2021
Paul Latham-How to Maximize Your Revenue and Earning Potential
Paul Latham-How to Maximize Your Revenue and Earning Potential
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: - COACHING - to help CPAs adopt the right "mindset" - PROCESS - to help CPAs with a structured "painting by numbers" advisory system - ACCESS EXPERTISE - to help CPAs provide their clients with a "family office experience"
39:28
November 29, 2021
Chris Farrell- Why Your Product is Important
Chris Farrell- Why Your Product is Important
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.
37:09
November 22, 2021
Sham Chaudhry-How to Increase the Value of Your Firm
Sham Chaudhry-How to Increase the Value of Your Firm
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.
36:47
November 15, 2021
Sarah Prevost- Managing Your Time as a Serial Entrepreneur
Sarah Prevost- Managing Your Time as a Serial Entrepreneur
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.
39:15
November 08, 2021
Shawn Parikh- The Benefits of Offshore Staffing
Shawn Parikh- The Benefits of Offshore Staffing
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.
32:16
November 01, 2021
Daniel Moshe- Technology In Accounting
Daniel Moshe- Technology In Accounting
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.
36:52
October 25, 2021
Nate Hagerty - TaxProMarketer - Building Relationships With Prospects and Existing Clients
Nate Hagerty - TaxProMarketer - Building Relationships With Prospects and Existing Clients
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
48:13
October 18, 2021
Greg Kyte- The Comedy CPA
Greg Kyte- The Comedy CPA
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.
43:12
October 11, 2021
Kelli Doorne-Brand Clarity and Consistent Effective Marketing
Kelli Doorne-Brand Clarity and Consistent Effective Marketing
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.
45:56
October 04, 2021
Kathryn Horton-Data Analytics and Practical Application
Kathryn Horton-Data Analytics and Practical Application
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.
40:20
September 27, 2021
Jennifer Elder - How to Avoid Losing Millions Of Dollars By Having Backup & Disaster Recovery
Jennifer Elder - How to Avoid Losing Millions Of Dollars By Having Backup & Disaster Recovery
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.
54:04
September 20, 2021
Joe Woodard - Scaling New Heights & Making Big Money As a Bookkeeper
Joe Woodard - Scaling New Heights & Making Big Money As a Bookkeeper
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.
47:35
September 13, 2021
Joel Bruckenstein - T3 Conference and Investing in Technology
Joel Bruckenstein - T3 Conference and Investing in Technology
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.
42:59
August 09, 2021
Chris Rivera-Offshore Staffing and Why You Need It
Chris Rivera-Offshore Staffing and Why You Need It
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.
35:28
July 26, 2021
Ford Baker - How to Double Your Revenue Without Increasing Expenses with BaCo Tech
Ford Baker - How to Double Your Revenue Without Increasing Expenses with BaCo Tech
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.
34:17
July 19, 2021
Rich Jackson - Cyber Security, Data Protection, Work From Home, and SaaS
Rich Jackson - Cyber Security, Data Protection, Work From Home, and SaaS
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.
47:04
July 12, 2021
Andrew Hunzicker - Cannabis Accounting And How To Sell Compliance Services
Andrew Hunzicker - Cannabis Accounting And How To Sell Compliance Services
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.
23:48
July 05, 2021
Kathy Olson - Vault Rooms And Cloud Data Storage
Kathy Olson - Vault Rooms And Cloud Data Storage
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.
31:50
June 28, 2021
Elsa Arcilla - SOC Compliance and How To Protect Your Accounting Firm
Elsa Arcilla - SOC Compliance and How To Protect Your Accounting Firm
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/
34:01
June 21, 2021
Joel Hughes - Right Networks and Cloud Migration & Security
Joel Hughes - Right Networks and Cloud Migration & Security
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
45:25
June 14, 2021
Jonathan Bengel - Naked Tax Talk & Connecting Your Soul to your Offering
Jonathan Bengel - Naked Tax Talk & Connecting Your Soul to your Offering
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.
50:14
June 07, 2021
Tonya Schulte - Construction Accounting & Roundtable Groups
Tonya Schulte - Construction Accounting & Roundtable Groups
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.
32:04
May 24, 2021
Dan Henn and the Benefits of a Mastermind
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 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.
39:49
May 03, 2021
Brady Smith - Optimizing Web Traffic and Getting Leads Through SEO
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.
31:36
April 26, 2021
Courtney De Ronde - Three Things that PPP Taught Us About Business
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.
39:01
April 19, 2021
Kenny Harper - How to Build Relationships and Get More Leads That Convert
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.
43:08
April 12, 2021
Joseph Brunsman - Cyber Insurance and Ways Accountants Can Protect Their Firm
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.
39:20
April 05, 2021
Brandon Morris - Barons Inc and the Benefits of Quickbooks and How To Secure It
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.
38:31
March 29, 2021
Will Lopez-Empowering Accountants w/ People Advisory™ powered by Gusto.
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.
39:55
March 22, 2021
Monique Swansen-Financial insights for med-tech, life science, and cannabis businesses using automation and AI
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.
25:58
March 15, 2021
Alvin Hagerich-Tax, Forensic Accounting, Insolvency and Restructuring
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
28:52
March 08, 2021
Cedrick West-Growing By Developing Strategies and Processes That Increase Cash Flow
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. 
25:57
March 01, 2021
Roland Manuel-President & Chief Tax Strategist at Palm Beach Tax Group
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. 
34:00
February 22, 2021
Alex Raymond - How to Choose A CRM and Workflow Management
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.
27:30
February 15, 2021
Karen Lake - WFH and Tax Consequences
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.
29:53
February 08, 2021
Penny Breslin - BPO, Productivity, and the Pitfalls of Social Media
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. https://www.linkedin.com/in/penny-breslin-0228b81/
41:47
February 01, 2021
Reza Hooda - Working 15 Hours With Pricing Process People and Positioning
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. https://www.rezahooda.com/ https://rushtech.online/podcast
35:15
January 25, 2021
Mysti Williams - Restaurants and Real Estate Investors
Mysti Williams - Restaurants and Real Estate Investors
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!
37:53
January 04, 2021
Paige Papaioannou - Growing A Bookkeeping Business Using Profit First
Paige Papaioannou - Growing A Bookkeeping Business Using Profit First
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.
32:60
December 23, 2020
Jon Melloy - Practice Protect and Eliminating the Human Error