Skip to main content
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/
Where to listen
Google Podcasts Logo

Google Podcasts

Overcast Logo

Overcast

Pocket Casts Logo

Pocket Casts

RadioPublic Logo

RadioPublic

Spotify Logo

Spotify

Currently playing episode

E2: The importance of fast support from your IT provider

The Tech Talk for Accountants Show

1x
Sarah Dobeck-The Importance of Data in Your Marketing
Sarah Dobeck-The Importance of Data in Your Marketing
Inovautus Consulting, a nationwide consulting company that creates strategies, processes, and training to aid accounting companies in growing more quickly and effectively, was founded and led by Sarah Johnson Dobek. With her systematic commitment to best practices and aptitude for comprehending an organization's starting point, Sarah helps businesses succeed and grow. Sarah and her team assist businesses in determining their growth objectives and implementing workable marketing and business development strategies. With her distinctive expertise in operations, human resources, practice management, and marketing, Sarah provides organizations with sage, helpful guidance that directs them in the direction of the growth they want. Sarah Dobek https://Inovautus.com https://inovautus.com/news-insights/growth-outlook-for-accounting-firms/ Inovautus CPA Firm Marketing | Inovautus Consulting - Practical Ideas for Growth Inovautus Consulting is a leading CPA marketing firm that specializes in strategic growth services and sales training for accounting firms. Inovautus The Growth Outlook for CPA Firms - Inovautus The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued
41:59
February 06, 2023
Find and connect with your target market in record time with this foolproof guide!
Find and connect with your target market in record time with this foolproof guide!
It is important to ensure that you have the buy-in from the right people before embarking on any type of process change. Without the right people on board, any change is likely to fail.
02:05
February 03, 2023
Cloud Computing Transforms Businesses of All Sizes
Cloud Computing Transforms Businesses of All Sizes
The biggest problem that my clients have is reporting. They spend so much time and energy every month on creating reports in Excel, which can be very tedious and time-consuming.
01:57
February 02, 2023
How to Keep Up with Technology: Move to Cloud-Based Applications
How to Keep Up with Technology: Move to Cloud-Based Applications
If you want to keep up with the latest technology trends, you need to move to cloud-based applications. Artificial intelligence is one of the biggest trends in technology, and all the publishers know that they're not investing in their on-prem applications anymore. The right technology is all cloud based today.
02:08
February 01, 2023
Cloud Migrations: How the Chief Cloud Officer Title Has Evolved
Cloud Migrations: How the Chief Cloud Officer Title Has Evolved
The use of technology to solve problems is becoming increasingly commonplace, and the Chief Cloud Officer is responsible for helping organizations assess and migrate their processes to the cloud.
01:60
January 31, 2023
David Cieslak- Convenience First, Security Second
David Cieslak- Convenience First, Security Second
David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his position, he is accountable for using cloud-based solutions and sector-specific service knowledge for ERP, CPM, CRM, AP Automation, and other crucial business processes to assist firms in growing strategically. He is a Sage Intacct Certified Consultant and possesses the GIAC Security Essentials Certification. He is a frequent lecturer for the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), and various state accounting societies (GSEC). He served as both the previous president of the California CPA Education Foundation and the past chair of the AICPA IT Executive Committee.
38:03
January 30, 2023
"How to Market to Accountants and Small Businesses"
"How to Market to Accountants and Small Businesses"
If you're looking for marketing advice that will help you target accountants and small businesses, this episode is a must-listen. The speaker discusses the difficulty of marketing to these groups and how the cycle for a lead can take nine months. This episode is packed with useful information and is a great resource for anyone looking to learn more about marketing to this demographic. -How to market to accountants -How to market to small businesses -The difficulties of marketing to these groups -The lead cycle for a sale
01:54
January 27, 2023
"Marketing is not just sales: there are many different specialties"
"Marketing is not just sales: there are many different specialties"
The big misconception is that sales and marketing are the same thing. They are not the same thing and a lot of people want someone that is going to dabble in both.
02:04
January 26, 2023
3 Experts Share How Marketing Helped Their Businesses Grow
3 Experts Share How Marketing Helped Their Businesses Grow
Looking to start marketing in 2020? This episode of Tech 4 Accountant is for you! In it, the speakers discuss their experiences with marketing, specifically beginner SEO for accountants and app companies. They explain how beginner SEO is helpful for understanding how a company is being found and how they want to be found. They also mention the importance of diversifying a client base. This episode is packed with useful information for anyone looking to get started in marketing. -How to get started with marketing -The importance of SEO for businesses -How to diversify your client base
02:03
January 25, 2023
She took a risk and it paid off: How one woman made a successful career change
She took a risk and it paid off: How one woman made a successful career change
This was a very pivotal moment because it showed that she was willing to take a risk and go for what she wanted without a safety net.
02:05
January 24, 2023
Kelly Gonsalves- The Value of Meeting the Proper Individuals in Your Industry
Kelly Gonsalves- The Value of Meeting the Proper Individuals in Your Industry
Kelly Gonsalves is the founder of Totally Booked, the co-founder, of Totally SEO, the co-founder of Ideation: Think Forward, the co-founder of Leading Lady Machine Works, the top 10 ProAdvisor in the World, and top 50 Cloud Accountants North America. She is a real businessperson who invests fully at all times. Kelly is a formidable opponent. Kelly started Totally Booked five years ago, marking the beginning of her first endeavor (TM). The goal is to help all small businesses increase their profitability by using effective accounting procedures. Many would relax and enjoy their accomplishment, but Kelly is not the majority. She doesn't appear to be slowing down. Kelly started a new company called Totally SEO in 2020. The main goal of Totally SEO is straightforward: to increase the visibility of accounting experts and app partners within the target audience so that they can concentrate on building the successful businesses they deserve.
47:35
January 23, 2023
COVID Has Forced Companies to Get Creative with Leadership
COVID Has Forced Companies to Get Creative with Leadership
The accounting industry is evolving and struggling to keep up with the changing markets, which has been exacerbated by the COVID pandemic. The remote workforce has become more common, but it has also made it harder to maintain the leadership connection from people in different offices.
02:06
January 20, 2023
Why expanding your advisory services is key to success for accountants
Why expanding your advisory services is key to success for accountants
The current market trend for accounting firms is to move heavily into the advisory sector in order to better service their clients' needs. This can be done through building up an internal team, acquiring another firm, or partnering with another company.
02:05
January 19, 2023
Get a Better Understanding of What Your Business is Worth with These Tips
Get a Better Understanding of What Your Business is Worth with These Tips
The first step to selling a business is to have a conversation about what the firm is worth and what kind of expectations there are in the market. This will help to set a realistic price for the business.
02:07
January 18, 2023
CPA profession hit hard by talent shortage
CPA profession hit hard by talent shortage
The decrease in the talent pool for accountants has left many firms struggling to maintain their businesses. Without enough young people coming into the profession and an aging baby boomer population, firms are having to rely on outsourcing and other methods to keep up. This can often be difficult and unprofitable, leading many firms to consider selling or merging.
51:11
January 18, 2023
Bob Lewis-Understanding the Three Factors of Success
Bob Lewis-Understanding the Three Factors of Success
Bob, who is among Accounting Today's Most Influential People, has dedicated his life to advancing the CPA profession for the past 25 years. In order to combine or purchase a CPA firm or a non-accounting company like a computer company, VAR, or consulting group, he works with the Top 10 on down. His deal help comprises full deal cycle management, from inception through discussions and closing, as well as deal counseling for prospects a firm independently identifies. Bob holds more than thirty speaking events annually on average. He attended DePaul University in Chicago where he earned both an MBA and a degree in finance. He has vast experience working with the leadership of CPA firms and supervised a regional accounting team for a Fortune 36 corporation. He helps with businesses to help their partners and staff improve their selling skills, mine clients, and build referral networks. He also teaches value pricing, specialty development, and can set up outsourcing options.
51:11
January 16, 2023
How to Use Financial Information to Sell Technology Services
How to Use Financial Information to Sell Technology Services
The budgeting and forecasting process is not sexy, but it is important. Large companies embrace this process because it allows them to accurately predict the future. As a business adviser, you should be familiar with this process and be able to help your clients solve problems.
01:58
January 13, 2023
Budgeting adds value when decisions are delegated
Budgeting adds value when decisions are delegated
If you're looking for tips on creating and sticking to a budget, this episode is a must-listen. In it, the importance of delegating budget decisions to employees is discussed, along with the cadence and monthly review process that are critical to making a budget work. You'll come away from this episode with a better understanding of how to budget effectively and make it work for your business.
02:13
January 12, 2023
How to Use a Rolling Forecast Process to Benefit Your Business
How to Use a Rolling Forecast Process to Benefit Your Business
The benefits of using a rolling forecast process for businesses. This process allows businesses to track their progress and make adjustments as necessary, based on actual results for past months. This is an essential tool for businesses of all sizes.
01:59
January 11, 2023
Guru's budgeting and forecasting software goes beyond the basics to provide unique insights and perspectives.
Guru's budgeting and forecasting software goes beyond the basics to provide unique insights and perspectives.
At Playing Guru, we provide budgeting, forecasting, and financial modeling software to businesses of all sizes. Our software is flexible and easy-to-use, allowing users to get down into the weeds and create detailed forecasts. I'm the CEO of Playing Guru and have 12 years of experience with the company. Prior to Playing Guru, I worked at IBM in their finance department.
01:44
January 10, 2023
Christian Wielage-Budgeting and Forecasting
Christian Wielage-Budgeting and Forecasting
Christian formerly worked for IBM's Global Technologies Group as the Worldwide Plan Analyst before joining PlanGuru. Before it, he worked in a comparable capacity for IBM North American Operations. He has assisted hundreds of companies, non-profits, and financial experts since joining PlanGuru in creating more precise budgets, projections, and plans faster. In PlanGuru, they assist businesses in carrying out this type of analysis faster and more effectively than they could with Excel. Additionally, they help small firms carry out these crucial procedures for the first time by working closely with them or allowing their accounting company or consultant to do so.
01:00:57
January 09, 2023
Businesses Should Focus on Providing Value, Not on How Much They Can Charge
Businesses Should Focus on Providing Value, Not on How Much They Can Charge
The way to increase the value of your services is to have a conversation with the client about the value they will receive from the solution you provide.
02:07
January 06, 2023
The Accountant's Guide to Making More Money
The Accountant's Guide to Making More Money
Listen to the amazing story of how one accountant went from making $700,000 a year to living a life of joy and freedom. Learn the science behind happiness and how you can use it to transform your life. This episode will change the way you think about success and happiness.
02:05
January 05, 2023
CPA firm owners earn more than just a paycheck
CPA firm owners earn more than just a paycheck
CPA firms typically aim for a 50% profit margin, but most don't come close. When I had my accounting practice, my profit margin was 73%.
02:05
January 04, 2023
CPA's focus on undefined creates success
CPA's focus on undefined creates success
The traditional model of success in accounting is outdated and does not lead to a fulfilling life.
02:05
January 03, 2023
Erik Solbakken - The Four Pillars of Wealth Management
Erik Solbakken - The Four Pillars of Wealth Management
Erik Solbakken is an author, coach, and creator of the Accountant Success Formula, an executive-level program for CPAs. Erik's tried-and-true system aids accountants in maximizing their earnings and obtaining the best clients while acquiring the time and flexibility they deserve. His current interests include spending time with his family, travelling, boating, singing lead in a heavy metal band, coaching and consulting accountants, and going on various adventures. The Accountant Success Formula programs are for qualified accountants who must adapt their business model to increase net income, draw in their ideal clients, and take back the freedom and time they deserve. Trading money for labor and cranking out as many tax returns as possible is the old corporate model, which is tyrannical, robs us of our freedom, and brainwashes us into believing three lies: that our WORTH is equal to the hours we work, that our CLIENTS are naturally priced sensitive to our services, and that tax time just has to SUCK. Link: https://www.accountantsuccessformula.com/home-page Free Master Class: https://www.accountantsuccessformula.com/masterclass31550911 Free Book: https://eriksolbakkencpa.com/book/
40:01
January 02, 2023
Tailor Your Resume for Each Job Opening to Land the Interview
Tailor Your Resume for Each Job Opening to Land the Interview
The most important thing for a job applicant to do is to tailor their resume to each specific job they apply for. This can be done by backwards engineering the job listing to understand what skills and responsibilities the employer is looking for, and then adapting your template resume to fit those requirements.
01:57
December 30, 2022
"New technology helps company run more smoothly internally"
"New technology helps company run more smoothly internally"
When considering whether or not to use a new technology in your business, assess what problem or challenge you're facing that you're trying to resolve, and whether or not you've already systematized it.
02:12
December 30, 2022
Don't Overlook These Two Important Job Seeking Tips!
Don't Overlook These Two Important Job Seeking Tips!
The importance of standing out when seeking employment. Utilizing best practices, such as research and connecting with the interviewer, can help make the candidate more top of mind.
01:57
December 30, 2022
How to make your resume stand out from the rest
How to make your resume stand out from the rest
The most important thing you can do when job hunting is to make sure your resume and cover letter stand out. One way to do this is to address the specific qualifications the employer is looking for in your cover letter. This shows you have what it takes to do the job and makes you more personable than a resume alone.
02:08
December 28, 2022
"Accounting Professional Achieves Success with New Tech"
"Accounting Professional Achieves Success with New Tech"
When job hunting, it is important to make your resume stand out from the rest. One way to do this is by using keywords that are relevant to the position you are applying for. Another way to make your resume stand out is by actively reaching out to the employer and expressing your interest in the position.
46:52
December 28, 2022
Roger Knecht- How Technology can be Your Biggest Resource and Help
Roger Knecht- How Technology can be Your Biggest Resource and Help
Roger Knecht is the president of Universal Accounting Center, which assists accountants in having the best accounting company in their community that provides high-quality, value-added services with assurance and competence. Over more than 20 years, he has assisted thousands of accounting professionals in starting and growing their firms, developed programs to address every facet of an accounting business, and co-authored Red to Black, the how-to guide for accountants to assist clients with the most typical business difficulties. In addition, Roger is a leader in strategic business development who works with business owners to set short- and long-term goals, strategies, plans, and policies that will boost sales, boost profitability, and increase the value of the company.
46:52
December 26, 2022
Get Ahead of the Curve: How to Use Less Common Words to Power Your Writing
Get Ahead of the Curve: How to Use Less Common Words to Power Your Writing
It is useful to understand the process behind algorithms instead of blindly trusting them. This understanding allows for more critical thinking and creativity when problem solving.
02:11
December 23, 2022
Working from home can be productive with the right mindset
Working from home can be productive with the right mindset
Working from home can impact productivity due to isolation, something to be aware of to prevent productivity decline.
01:55
December 22, 2022
The Best Way to Let Go of a Productive Employee
The Best Way to Let Go of a Productive Employee
The best way to ensure employees are productive is to trust them and judge their output, not by how many hours they clock in.
02:01
December 21, 2022
The Importance of Having a Dedicated Space to Work In
The Importance of Having a Dedicated Space to Work In
If you're looking for ways to be more productive, this episode of The Tech Talk Accountant Show Podcast is a must-listen. The speaker discusses the importance of having a dedicated space to work in order to minimize distractions and maximize productivity. He shares how he has worked from home for most of his career and has found that having a dedicated space to work in has been helpful in allowing him to focus. This episode is packed with useful tips and advice that will help you boost your productivity
02:03
December 21, 2022
Ted Needleman- The Value of Solid Backup Practices
Ted Needleman- The Value of Solid Backup Practices
Ted Needleman is a former editor-in-chief of accounting technology and a contributing editor to accounting today for the last 25 years. He has a track record of accomplishments as a Contributing Editor in the publishing sector. Competent in marketing strategy, technical writing, operations management, social media, and advertising. Dedicated media and communication professional with an MS from Iona College with a teaching concentration. About 4,000 reviews, editorials, feature articles, and two books—including the first book ever published on using PCs in a small accounting firm—have been produced by him in his spare time. The other book is titled Accountant's Guide to the Internet. In his leisure time, he enjoys reading science fiction and action thrillers, playing with Raspberry Pi computers, and listening to music. He also enjoys reading magazines about the Maker Movement.
01:10:52
December 19, 2022
Outsourcing accounting and bookkeeping services helps small businesses save time and money
Outsourcing accounting and bookkeeping services helps small businesses save time and money
If you're a small business owner, keeping track of your finances is essential to your success. But who has the time to do all the bookkeeping? That's where outsourced accounting and bookkeeping services come in. These services are growing in popularity because they offer several benefits to small businesses. They can save you time and money and free up your staff to focus on other tasks.
02:13
December 16, 2022
Why businesses should outsource their accounting to maintain client trust
Why businesses should outsource their accounting to maintain client trust
If you're a business owner, you know how important it is to maintain the trust of your clients. But did you know that one of the best ways to do that is by ensuring that you're providing them with accurate information about the value you provide? Outsourcing your accounting to a professional can be a great way to ensure that your clients always have access to accurate information about your business. 
02:05
December 15, 2022
Time-saving tips for billing clients efficiently
Time-saving tips for billing clients efficiently
If you're looking for a way to improve your efficiency and accuracy while closing your books, in this episode, you'll learn how accountants are billing clients based on value and how automation can save you time and money. Don't miss out on this informative episode.
02:10
December 14, 2022
New innovation in billing and back-office tasks offers cloud-based and automated solutions for businesses.
New innovation in billing and back-office tasks offers cloud-based and automated solutions for businesses.
Billing and accounting software has evolved from being focused on sales to automating back-office processes like expense reports and bill pay. This has made these solutions more efficient and allowed companies to invest more in them.
02:03
December 14, 2022
Bob Lewis- The Importance of Accuracy in The World of Accounting.
Bob Lewis- The Importance of Accuracy in The World of Accounting.
Bob is an SVP, Accountant Channel Development at Corpay One. His expertise and passion are using innovative solutions and automating historically inefficient business processes to develop high-growth channels and strategies in financial accounting and ERP ecosystems for early-stage cloud/mobile businesses to develop strategic partnerships. His leadership philosophy is based on empowerment and engagement. With a clear mission to enable team members to develop their skills, gain experience, and build relationships they can use to take their careers to the next level in our rapidly growing organization.
38:49
December 12, 2022
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