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The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

By Rush Tech Support
On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more episodes visit us at
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E2: The importance of fast support from your IT provider

The Tech Talk for Accountants Show

E2: The importance of fast support from your IT provider

The Tech Talk for Accountants Show

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.  
January 24, 2022
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.
January 17, 2022
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.
December 27, 2021
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, an online marketplace where taxpayers connect with five-star rated tax professionals. In 2018, ClientWhys launched, 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.
December 20, 2021
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.
December 13, 2021
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 ( 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.
December 06, 2021
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"
November 29, 2021
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.
November 22, 2021
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.
November 15, 2021
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.
November 08, 2021
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.
November 01, 2021
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.
October 25, 2021
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).
October 18, 2021
Greg Kyte- The Comedy CPA
In 2016 Greg started Exposure Drafts, a cartoon series for the accounting profession. His cartoons have been featured on, and he has created custom cartoons for Intuit and the Thriveal CPA Network. His cartoons are also available as holiday cards from RuBook Creative ( 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.
October 11, 2021
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.
October 04, 2021
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.
September 27, 2021
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.
September 20, 2021
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.
September 13, 2021
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.
August 09, 2021
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.
July 26, 2021
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.
July 19, 2021
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.
July 12, 2021
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.
July 05, 2021
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.
June 28, 2021
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.
June 21, 2021
Joel Hughes - Right Networks and Cloud Migration & Security 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
June 14, 2021
Jonathan Bengel - Naked Tax Talk & Connecting Your Soul to your Offering 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 ( 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, Facebook: YouTube: Instagram: 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.
June 07, 2021
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.
May 24, 2021
Dan Henn and the Benefits of a Mastermind
47-Daniel Henn, CPA, PA is the “tax man” behind the firm CPA Rockledge. He is the author of “The No Holds Barred, Candid Talk About Small Business Success In Florida” now available on He has over 20 years of tax experience that is used to help the firm’s clients save taxes related to federal and state income taxes, state sales and use taxes, and property taxes.
May 03, 2021
Brady Smith - Optimizing Web Traffic and Getting Leads Through SEO
46-It is absolutely vital that your website is professional, functional, and beautiful. For some time now, Brady has been creating and designing websites for businesses, national non-profits, candidates, and more. He specializes in providing an excellent client experience resulting in an eye-catching, simple, user-friendly website that will attract and convert.
April 26, 2021
Courtney De Ronde - Three Things that PPP Taught Us About Business
45-Courtney De Ronde is a CPA and Managing Partner at TDT CPAs and Advisors, a boutique advisory and accounting firm for small businesses and nonprofit organizations. She helps overwhelmed, successful leaders understand and maximize financial information so they can achieve better results and move their organizations to the next level. As an owner in her firm and managing partner, she also has firsthand experience running and scaling a small business.
April 19, 2021
Kenny Harper - How to Build Relationships and Get More Leads That Convert
Kenny Harper intends to inspire and empower business advisors to have more Freedom and Fulfillment by leveraging their expertise efficiently and effectively and achieve their full potential. He specializes in Profit Growth Strategies, Digital Marketing Consultant, LinkedIn Lead Generation Strategy, Sales Systems, Marketing Messaging, Marketing Automation, Systems & Processes, Content Marketing & Strategy.
April 12, 2021
Joseph Brunsman - Cyber Insurance and Ways Accountants Can Protect Their Firm
43-Joseph Brunsman is a 2003 graduate of New Mexico Military Institute and a 2010 graduate of the U.S. Naval Academy in Annapolis, MD where he obtained a degree in Systems Engineering with a focus on robotics system interoperability. He is thee expert in cyber law, insurance and compliance—writing 2 consecutive books on the subject.
April 05, 2021
Brandon Morris - Barons Inc and the Benefits of Quickbooks and How To Secure It
42-Brandon is co-founder/co-owner of Barons', Inc and specializes in hardware/software integration as well as merchant services through and specializes in payments that integrate with QuickBooks.
March 29, 2021
Will Lopez-Empowering Accountants w/ People Advisory™ powered by Gusto.
41-Will is the head of Gusto’s accountant community, he advocates for accountants, bookkeepers, and other advisors by unlocking opportunities for his peers to better serve clients of all sizes.
March 22, 2021
Monique Swansen-Financial insights for med-tech, life science, and cannabis businesses using automation and AI
40-Monique Swansen is a full CFO/Controller partner with defined touch points, she can give you the insights you need to make wise decisions and improve efficiency and profitability. With expertise in a variety of apps, platforms, and software systems, and 280E compliance, Monique builds relationships with businesses in construction, engineering, medical devices, life science, and the cannabis industry.
March 15, 2021
Alvin Hagerich-Tax, Forensic Accounting, Insolvency and Restructuring
39-Alvin Hagerich is a respected and expert accounting professional with nearly 20 years of experience in both standard accounting functions and specialized endeavors including: insolvency analysis in multifaceted bankruptcy cases, providing accurate testimony in complex court cases, and fraud analysis in service of establishing accurate fiscal pictures of troubled organizations
March 08, 2021
Cedrick West-Growing By Developing Strategies and Processes That Increase Cash Flow
38-Cedrick West is a Certified Public Accountant with years of experience in strategic development, process improvement and helps small businesses and non-profits with strategic planning to grow their operations, increase profit and manage their cash flow. 
March 01, 2021
Roland Manuel-President & Chief Tax Strategist at Palm Beach Tax Group
Roland has over 18 years of experience helping business owners stop overspending with the IRS. He runs a full-service tax, accounting and planning firm. When was the last time your tax professional came to you with an idea to save money? Let The Palm Beach Tax Group help you be proactive instead of reactive with your taxes. Create a plan and watch your wealth grow. 
February 22, 2021
Alex Raymond - How to Choose A CRM and Workflow Management
37-Alex Raymond launched WestonDEV with his partner Kenneth Segall to pursue their passion of helping startups and businesses. WestonDEV is a boutique, South Florida based software development company that partners with small businesses to provide affordable tech solutions like mobile and web apps to improve customer relations and increase revenue.
February 15, 2021
Karen Lake - WFH and Tax Consequences
Karen Lake is the leader of State And Local Tax (SALT), research and development tax credit and credits / incentive consulting services with Berkowitz Pollack Brant Advisors and Accountants. She has twenty years of experience providing state and local tax consulting services to multi-state clients in virtually every industry.
February 08, 2021
Penny Breslin - BPO, Productivity, and the Pitfalls of Social Media
Penny Breslin is the CEO of Moneypenny, LLC and has experience supporting accounting, tax and bookkeeping offices by providing a remote dedicated staff of accountants and CA`s. Today we will be talking about BPO, Productivity, and the Pitfalls of Social Media.
February 01, 2021
Reza Hooda - Working 15 Hours With Pricing Process People and Positioning
34 - In this episode we explore the 4 P's of Pricing, Process, People, and Positioning. Reza walks us through how to improve employee engagement, increase productivity, and work less while achieving as much during a 15 hour work week.
January 25, 2021
Mysti Williams - Restaurants and Real Estate Investors
33 - Mysti Williams: Free IT Audit: On this episode, we discuss the pivots restaurant owners needed to make during COVID. How to start an accounting business. Benefits of cashflow projections using CashFlow Frog and many more important topics!
January 04, 2021
Paige Papaioannou - Growing A Bookkeeping Business Using Profit First
Books by Paige, LLC Giveaway for TTFA Listeners: Free IT Audit: On this episode we discuss how to start up a new firm, mistakes she has learned along the way, and how business owners can be profitable by implementing Profit First in their organization.
December 23, 2020
Jon Melloy - Practice Protect and Eliminating the Human Error
31 - Jon Melloy - Practice Protect delivers IT Systems for Accounting Firms through the provision of projects, services and products Specializing in data security, workflow efficiency, new generation applications and multi location workforce requirements, Practice Protect is at the forefront of supporting Accounting Firms in a time of accelerating technology adoption and increasing clients demands. Partnering with a global network of Accounting Firms ensures Practice Protect is able to understand the unique challenges and opportunities within the industry and ensures the most advanced services and solutions exist in support of these. Practice Protect Online (PPO) is a market leading product designed to ensure Accounting Firms have the most advanced online data security and convenience of access. PPO is the front line of defense against the increasing threat of Cyber Crime within the Accounting Industry.
December 07, 2020
Judie McCarthy - Client Hub and Frictionless Workflows & SaaS
30: Black Friday  / Cyber Monday deal is 90% off first 3 months of Client Hub - Co-Founder of Clienthub - A one-of-a-kind, web-based, client collaboration tool that takes communication out of cluttered email inboxes and into a secure, firm branded workspace. We are changing the way that accounting professionals work with their clients.
November 30, 2020
Chi Odogwu - Marketing, Online Summits, and Being An Expert To Build Authority
29 Code RUSH for 20% off Free IT Audit: My name is Chi, I am the lead consultant at Odogwu Media Group. I'm the author of the upcoming book "Podcast Marketing," and the host of two successful podcasts on iTunes. As a keynote speaker, I've been featured on over 20 podcasts and I’ve trained over 3,000 people on sales and digital marketing in Israel, India, Brazil, Canada, Jamaica, Nigeria, and the U.S.A. In addition to my role as a consultant and speaker, I have written and contributed articles to several outlets on the internet like Huffington Post, Business Insider, Good Men Project and more. I've also been interviewed and featured in paid newsletters reaching over 1 million people -The Hustle feature - August 7, 2020 feature - July 23, 2020 -Trends community highlights issue #9 I run a strategic new media and marketing agency that leverages content marketing with a special focus on the full spectrum of podcasting to create story-driven thought leadership content that attracts, engages and nurtures the ideal clients of B2B companies. The clients that are compatible with us include brands, corporations, entrepreneurs, executives, authors, and thought leaders in the B2B space. Specifically, our clients desire to become celebrated authorities and thought leaders in their respective industries, so they can share their stories in an authentically engaging way that creates rabid fans who are eager to work with them. I have observed that the clients who experience extraordinary success with us are typically high-performance companies & executives who believe in growing, nurturing and engaging their audiences over time with story-driven content that promotes community building via innovative digital and in-person platforms. Our services include podcast production & distribution, guest booking & story-telling coaching, platform creation, audio and written content creation, content marketing, and interview funnel construction. Specialties: Content Marketing Content Strategy Podcast Marketing Podcast Lead Generation Corporate, Group and individual Podcast Coaching Publicity, PR, Digital Marketing & Media Speaking and Seminars Corporate Training and Workshop Development Targeted Market Identification and Development Personal Branding Direct Response Copywriting For Audio Storytelling
November 18, 2020
Rod Brennan - You're an idiot if youre a criminal using blockchain
28: Free IT Security Audit: Highly accomplished and dynamic Financial Management Executive with a successful 30-year track record developing and administering effective organizational policies and procedures in a high-performance environment. Proficient project leader who aligns financial initiatives to achieve strategic objectives and makes sound judgments based on clear goals of the objectives. Proven strategic thinker who implements training programs and business action plans through effective communication and commitment to integrity. Experience includes strategic and tactical financial management, audit (incl: blockchain / smart contracts/analytics/etc.), finance, IT, risk management and graduate-level academic audit teaching & research. Experienced in cross-functional leadership bringing strategic focus, technical competence, organizational development and energy to produce bottom-line results.  Public Reporting (GAAP, IFRS)  SAP Legal Consolidation  Strategic Planning & Analysis  SAP Implementation  Operational Management  SOC 1 & 2 Type 2 Prep & Reviews  Team Leadership/ Project Mgmt.  Audit & Business Development  Tax Planning & Compliance  International Business/Turnarounds  IPO’s/Structured Financing  IT Governance  Monitoring/SOX Compliance  Blockchain/Crypto Assets  Treasury/Risk Management
November 10, 2020
Prince CPA Group - Accounting Strategies for Home Builders
27: Join us as we speak with Samier Marzouk & Ron Yelland on about issues regarding home builders and ways they can specifically help. We touch on Mainstreet Lending, energy efficiency tax credit 45L, and ways to raise funds.  Free IT Audit:
November 04, 2020
26: How can accounting firm clients protect their data? (with Michael Solomon)
On this episode of the Tech Talk for Accountants Show, Andrew is joined by Michael Solomon, lead accountant at Accounting Personalized. They discuss client information security and how accountants can help clients be more secure.  More about Michael's company:   More about Andrew:   Contact us to get remote tech control for your accounting firm: Or call us at (888) 965-0171 to get help now.    More podcast episodes:
October 14, 2020
25: What's a password manager and how does a password manager work?
Easily managing all of your sign-in information securely is one of the main benefits of a password manager. We all have a tendency to reuse the same passwords and let our guard down for websites which we deem to be unimportant for our cybersecurity. On banking websites we might be on our best behavior but a forum or social media? Maybe not. However, these weak links in the chain might leave you vulnerable across the board. This podcast is a reading of this article on the topic from our blog: More podcast episodes can be found here: Contact us to get remote tech control for your accounting firm: Or call us at (888) 965-0171 to get help now.
October 13, 2020
24: Technology in accounting - a chat with Chase Vowell
On this episode of the Tech Talk for Accountants Show, Andrew Lassise chats with Chase Vowell, Chief Accountant at Flux Accounting. They discuss technology in accounting.  Flux Accounting:  More about Andrew:   Contact us to get remote tech control for your accounting firm: Or call us at (888) 965-0171 to get help now.  More podcast episodes:
October 07, 2020
23: Don't miss these computer updates and avoid data breaches
Making sure your computer updates are done regularly is a large component of cybersecurity. Good software developers regularly send out updates for their software.  These computer updates can be:  to patch bugs improve overall performance lockdown any potential security exploits.  Your computer’s operating system is the foundation that the rest of the computer’s software is built upon. This too regularly receives updates from its manufacturer. Make sure your computer updates are up to date.  We can also help you automate the process:  Call (888) 965-0171 to get assistance now.  Or contact us here:  This episode is a reading of the related article from our blog here:
October 07, 2020
22: Putting President Trump's taxes into context
Andrew Lassise is joined by LuSundra Everett and they are discussing what accountants need to think about as clients may ask about President Trump's $750 a year federal tax bill. Connect with LuSundra:   More about Andrew: Contact us here to get remote tech control for your accounting firm: Or call us at (888) 965-0171 to get help now. More podcast episodes:
October 01, 2020
21: Keeping it jargon-free in accounting with Randy Hughes
Andrew Lassise is joined by H. Randy Hughes III, of Counting Pennies, on this episode of the Tech Talk for Accountants Show and they talk about jargon free communication, technology, and much more. Connect with Randy here:  More about Andrew:  Need remote tech support? Drop us a note: Or call: (888) 965-0171
September 30, 2020
20: David Leary discusses QuickBooks apps and more
On this episode of the Tech Talk for Accountants Show, Andrew is joined by David Leary, a global small business ecosystem evangelist. They discuss QuickBooks apps and other related topics.  More about Andrew:  More about David:  More episodes:  Need help with your tech support? Contact us here:
September 23, 2020
19: What is a private wifi address and why you might care
Apple in late 2020 released a new feature for its devices called private wifi addresses. This feature is available for iOS 14, iPadOS 14, and watchOS 7 devices. The goal of this feature is to offer anonymity when regularly connecting to public wifi access points. As an accountant, your important documents or credentials may be at risk while connected to these hotspots.   Read the article:  Contact us for remote tech support:
September 22, 2020
18: The Intuit ecosystem and building community in the accounting world
Richard Roppa-Roberts joins Andrew on this episode of the Tech Talk for Accountants Show and they discuss the Intuit ecosystem and building community. Connect with Richard:  Connect with Andrew:  Contact us for remote tech support here:
September 16, 2020
17: Outsourcing accounting - is it a good idea?
On this episode of the Tech Talk for Accountants Show, Andrew is joined by Dean Barta of Barta Business Group. They discuss the topic of outsourcing accounting.   Dean's company:  More about Andrew:  Remote tech support contact for accountants:  More podcast episodes:
September 10, 2020
16: Finding clients that work for your accounting firm - a chat with Michelle Weinstein
Andrew Lassise is joined by Michelle Weinstein, a sales strategist, on this episode of the podcast.  They discuss what goes into finding clients that are a good fit for accountants.   Think about your client roster and think about the person you love talking to. The client you love working with. "You love when you pull their file and work on their business," Michelle said. "You love that they tell you how much they appreciate you and your knowledge."  Make a list of 20 attributes of that clients. That's your perfect client that you want to go after.   Michelle offers more tips on the topic of finding clients - good ones - on this episode!    Check out Michelle's podcast The Abundant Accountant here:  Check out more episodes of our podcast here:   Need remote tech support for your accounting firm? Contact us here:
September 09, 2020
15: Consider these things when hiring remote tech support
Accounting firms sometimes wonder whether or not they need remote tech support and why that can be better than having in-house IT support. Once you know which attributes are important in a managed service provider you can ask the right questions and know what to look for. In this article, we are breaking down the advantages of remote tech support for you. If you have any questions, feel free to drop us a note: The written version of this podcast can be found here:
September 08, 2020
14: Remote learning - Are your family's children really safe on their computers?
Children and grandchildren are heading back to school and oftentimes learning via computer. The new normal also now must include distance learning cyber security tips that we need to consider for our children.  Here are some tips for you to consider. You can also read the written version of this episode here: Need help with your internet security contact us here:
September 04, 2020
13: Common problems small businesses face with their accounting (feat. Will Keller)
On this episode of the Tech Talk for Accountants Show Andrew is joined by Will Keller of Scooter Accounting to talk about small business accounting and some of he problems small business face when it comes to accounting. You can also subscribe to our podcast here: Find Will's company at Need help with your tech support and managed services? Contact us here:
September 03, 2020
12: Things to know about accounting apps (with Heather Smith)
Author and Accounting Apps Expert Heather Smith joins Andrew Lassise on this episode of the Tech Talk for Accountants Show to talk about accounting and accounting apps. As always you can listen below, watch on YouTube and read the related article from the conversation on our website at  Need help with your tech support or managed services, drop us a note at or at
September 02, 2020
11: How likely is a vishing attack to happen to me?
Vishing attacks are on the rise, according to federal officials, and can cause real harm to people and businesses. This article from your team at Rush Tech Support is sharing the latest and offers some tips. Vishing attacks are related to phishing scam attacks and try to dupe people into turning over personal information through a fake, but realistic sounding and looking phone call. The V in vishing attacks stands for "voice" as in somebody or a robotic voice calling you. For the written version of this episode: Need help with your data security? Call (888) 965-0171 to get assistance now. You can also contact us here:
August 28, 2020
10: Public WiFi security: Is it possible to be secure on public WiFi?
Most of us use public WiFi hotspots but public WiFi security is an easy afterthought. But public WiFi security should be a top priority to avoid the next data breach. With some basic strategies, you can avoid a majority of the possible issues. Convenience shouldn’t become a liability. This podcast episode is the reading of the blog post with the same title. You can read it here: Contact us here if you need help with your data security and managed services:
August 25, 2020
E9: Discussing Canopy, the accounting practice management software with Larry Furr
Larry Furr, Chief Product Officer at, joins Andrew Lassise to talk about accounting practice management software and specifically Canopy.  Let us help your accounting firm focus on accounting while we focus on your IT. Call (888) 965-0171 to get started now.
August 12, 2020
E8: How to grow your accounting firm's business quicker (feat. Mike Michalowicz)
In this episode of the Tech Talk for Accountants Podcast Andrew Lassise is joined by Author Mike Michalowicz to discuss how entrepreneurs can grow their businesses quicker, the concept of profit first and other topics of interest to accountants. You can listen wherever you listen to podcasts and even ask Siri to "Play the Tech Talk for Accountants Show podcast." We discussed among other topics: Why does the entrepreneurial gap exist and how to overcome it? How to make entrepreneurship a success Who wants to be an entrepreneur? How to delegate Pain driven decisions For more insights visit our blog: Need help with your managed services for your accounting firm, contact us here: Mike's books:
August 03, 2020
E7: Fax security tips that matter for accountants
During the coronavirus pandemic the IRS is accepting the faxing of forms 1139, 1045 and 3115 which reminded us of the importance of fax security. That's the topic Andrew discusses on this episode: Online fax security. More about Andrew: Rush Tech Services: Contact us:
July 30, 2020
E6: Use these tips to not become a phishing scam victim
Andrew Lassise of Rush Tech Support explains common phishing techniques and how you and your accounting firm's employees can make sure not to fall victim. Need help with your tech support? Call us at (888) 965-0171 or contact us here:
July 28, 2020
E5: Why your accounting firm should be in the cloud (feat. Della Hudson)
Andrew Lassise is joined by Della Hudson, a UK-based cloud accountancy expert, on this episode. They discuss why accounting firms should be in the cloud, what that means and how to get started. Of course, they discuss how to practice good technology security as well. For more on Andrew: Connect with Della: Previous episodes: To hire Rush Tech for your managed services: Read Andrew's article on moving to the cloud on Accounting Today:
July 22, 2020
E4: Pricing strategies for accountants (feat. Rhondalynn Korolak)
Andrew Lassise is joined by Author Rhondalynn Korolak to discuss pricing value strategies for accountants and more.  You can buy Rhondalynn's book on the topic here: Connect with her on LinkedIn here: Her website: Her book can also be found here: For previous episodes of our podcast: Need help with tech support for your accounting firm, contact us here:
July 15, 2020
E3: How do I know if my customer data was breached
In this episode of The Tech Talk for Accountants Show Andrew Lassise discusses this topic and offers tips on how accountants can spot data breach issues.   Andrew is the CEO of Rush Tech Support, a managed service provider for accounting firms around the United States. More about him:
July 07, 2020
E2: The importance of fast support from your IT provider
Rush Tech CEO Andrew Lassise ( shares the importance of fast IT action and how accounting firms can accomplish that. When a computers or a network aren't working that usually also means that employees can't do basic tasks. Andrew shares tips on how companies can stay ahead of issues and make sure their technology doesn't let them down. He discusses both proactive and reactive measures that need to be implemented at fast speeds. For more about Rush Tech:
July 01, 2020
What accountants must know about managed services
Rush Tech CEO Andrew Lassise breaks down the common tech problems accounting firms face and how managed services can help avoid issues. Check us out on for more.
June 23, 2020