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The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

By Tech 4 Accountants

On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more information visit us at tech4accountants.net/
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Lee Reams-Marketing and Your Accounting Firm

The Tech Talk for Accountants ShowDec 20, 2021

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Episode 361: Crypto Tax Prep: A Game-Changer for Accounting Firms with Brian Ernest & Mike Ring
Mar 25, 202433:53
Episode 360: Gaynor Meilke - How Lead Generation Works in B2B
Mar 04, 202432:39
Episode 359: Nancy McClelland - Breaking Down Barriers Between Bookkeepers and CPAs
Feb 26, 202454:50
Episode 358: Janelle Charriere - Growing Your Business with Strong Boundaries
Feb 19, 202435:17
Episode 357: Isaac Perdomo - Process Automation and Software Integrations for Accounting Firms
Feb 12, 202437:24
Episode 356: Matt Banker - How To Turn Free Advice Into Paying Customers
Feb 05, 202439:31
Episode 355: Amanda Connolly - CPA Charge Eliminates Payment Headaches for Accounting Firms
Jan 29, 202415:19
Episode 354: Bryson Webster - The Future of Accounting: How Canopy is Leading the Way
Jan 22, 202418:25
Episode 353: Nellie Akalp - Streamlining Business Formation and Taxes for Accountants
Jan 15, 202429:07
Episode 352: Andy Root: Building Strong Client Relationships Through Advanced Accounting Tech

Episode 352: Andy Root: Building Strong Client Relationships Through Advanced Accounting Tech

Welcome to another episode of the 'Tech Talk 4 Accountants Show,' where we explore the intersection of accounting and cutting-edge technology. Today's episode, 'Andy Root,' is brimming with insights for accountants aiming to enhance their firms through tech solutions and meaningful relationships. Our host, Andrew Lassise, and an array of speakers engage in critical discussions about the value of proactivity in business and the power of community. They share experiences from the energizing atmosphere of a successful event at the Ritz Carlton in Sarasota, Florida, to the practical trials of managing multiple applications within a firm. Listeners will also find practical advice on technology vetting, getting post-conference support, and leveraging tech for client value. The episode is proudly sponsored by 'Tech for Accountants IT Firm,' offering a complimentary IT audit for our listeners. Don't miss the valuable conversations on accountability, taking action, and the transformative role of technology. Tune in for a blend of personal stories, professional development, and a reminder to engage with the Rightworks Academy. Stay connected, like, share, and don't forget to grab your complimentary IT audit on our website. Thank you for listening to the 'Tech Talk 4 Accountants Show'!

Dec 12, 202325:15
Episode 351: Will Hill- The Significance of Having a Business Process Documented

Episode 351: Will Hill- The Significance of Having a Business Process Documented

Will has more than 20 years of experience working with tax and accounting companies to enhance their business strategies, daily operations, and customer interactions. Will was named one of the Top 100 Most Influential People in Accounting by Accounting Today in 2021.

Will Hill Consults was founded out of love for seeing businesses and business leaders bring about positive change. Will has spent more than 20 years helping businesses run more effectively and in ways that benefit their clients. Will started Will Hill Consults in 2022 resulting in his experience and a drive for real change.

Dec 04, 202344:41
Episode 350: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology (Repurpose)

Episode 350: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology (Repurpose)

🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for both accounting and engineering led him to found FinOptimal, a groundbreaking company that brings together the best of both worlds. Through FinOptimal, Jesse and his team offer accountants and businesses using QuickBooks innovative solutions that leverage cutting-edge technology. During this episode, Jesse sheds light on the challenges accountants face when it comes to embracing technology. He emphasizes the vast potential of automation in reducing manual tasks and freeing up time for more important work. By combining their accounting knowledge with engineering skills, FinOptimal provides a range of services, including bookkeeping, tax preparation, and financial analysis. This episode serves as a reminder of how important technology is in transforming the accounting sector and promoting productivity.

This podcast is a treasure of knowledge whether you're a business owner looking to maximize your finances or an accountant looking to use technology. Discover the fascinating intersection between accounting and technology by tuning in right now. Prepare to be motivated and inspired as you explore the intriguing possibilities that exist where these two disciplines converge. Don't miss this informative Tech Talk for Accountants episode and be sure to like and subscribe to grow the channel.


Nov 27, 202346:51
Episode 349: Isaac Smith - Unlocking Global Talent: Offshoring Success in Accounting
Nov 20, 202345:03
EP 348: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment (Repurpose)

EP 348: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment (Repurpose)

Giles Pearson, the CEO and co-founder of Accountests, a company that specializes in skills assessment and training for CPAs. The interview focuses on the role of AI in the accounting industry and how it can be used to streamline processes, reduce errors, and improve efficiency.


The effect of AI on jobs in the accounting sector is also discussed in the interview. While some lower-level tasks can now be automated, according to Giles Pearson, AI is not necessarily trying to eliminate jobs. Instead, it is a brand-new tool that is stronger than conventional tools and can address issues with finite solutions. Overall, Giles Pearson thinks that through increasing productivity and lowering errors, AI has the potential to change the accounting business. But he also acknowledges that integrating AI into accounting procedures is not without its difficulties. Employee resistance, for instance, could come from those who worry about losing their jobs or who are uneasy about using new technologies.


Nov 14, 202341:38
Episode 347: Lance Brandow-Small Stock Pro: Inventory Software Made Easy

Episode 347: Lance Brandow-Small Stock Pro: Inventory Software Made Easy

Lance Brandow is the creator of Brandow Consulting, a QuickBooks inventory software assessment and implementation company specializing in the following software programs: MISys Manufacturing, Method:CRM, Fishbowl Inventory and Cin7. With over 15 years personal experience with Fishbowl Inventory, he spends around 50% of his time consulting Fishbowl users and 20% of his consulting inventory software "shoppers" and the balance of his time managing the company and developing YouTube video.

Lance began as a Support Technician and Trainer for Fishbowl Inventory then moved on to sub contract for the nation's best QuickBooks Pro Advisors such as: NetPlus Consulting, Woodard, Out of the Box Technology, Fi-Soft, MBSG and Miami Accounting to name a few. He now works directly with companies that use inventory software that interfaces with QuickBooks as a consultant.

Nov 06, 202325:17
Episode 346: Alison Ball-Simplified Tech: Making Complex Tasks User-Friendly

Episode 346: Alison Ball-Simplified Tech: Making Complex Tasks User-Friendly

Alison is an effective connector and communicator. It takes both art and science to develop and manage results-driven influencer based PR, content marketing initiatives, ambassador programs, and experiential marketing campaigns. The science is in the plan, sequencing, messaging, and measurement, while the art is in keeping people satisfied.

She possesses excellent messaging, communication, and teamwork abilities in addition to years of expertise planning, testing, and creating strategies to work with influencers and support their engagement with a business. She is also a prominent authority on designing effective plans for forming profitable alliances with a brand's top content producers, and she has trained teams all over the world in these methods.


Oct 30, 202318:05
Episode 345: Katie Thomas-Mastering the Art of Social Media: Choose, Connect, Converse, Create

Episode 345: Katie Thomas-Mastering the Art of Social Media: Choose, Connect, Converse, Create

As the founder and owner of Leaders Online LLC, Katie Thomas, CPA is a recognized expert in content production, digital marketing strategy, and public speaking. She was recognized in 2021 as one of the Top 50 Women in Accounting and one of the 40 Under 40 by CPA Practice Advisor.

Prior experience includes working for two of the biggest professional service businesses in the world and earning bachelor's and master's degrees in accounting from the University of Kansas as valedictorian and summa cum laude.

Oct 23, 202341:51
Episode 344: Jeremy Wood-Harmonizing Innovation and Stability: The Business Balancing Act

Episode 344: Jeremy Wood-Harmonizing Innovation and Stability: The Business Balancing Act

Jeremy Wood is from Firm 360, the all-in-one practice management software, and an advisor. They aim to keep solid connections with the people we help. They are aware that to do that, they must gain the respect of every single client. Because of this, they work hard to satisfy and even beyond all of their clients' expectations. They wish to have a constructive influence.

Their corporate ideals encourage us to uphold the highest standards of conduct. They pledge to live up to these values. They are passionate about creating software that makes life easier for people. They are dedicated to identifying solutions that ease some of the burdens on everyone.

Oct 16, 202321:02
Episode 343: Jason Richelson-Streamline Success: Automating Accounting for Modern Firms

Episode 343: Jason Richelson-Streamline Success: Automating Accounting for Modern Firms

Jason Richelson is the Co-Founder and CEO of Bookkeep, an automation platform for accountants, bookkeepers, and business owners. He has spent the last 20 years extremely knowledgeable about accounting, business automation, and payment methods. Before founding firms like InternetCash.com, The Greene Grape Grocery, Simply Wine, and ShopKeep, Jason started his career as a systems analyst for PricewaterhouseCoopers.

He has attended Berkshire Hathaway annual meetings in Omaha since 2004 and has studied under Warren Buffett and Charlie Munger. He has submitted two patent applications, and EY has nominated him for Entrepreneur of The Year. Additionally, he frequently gives keynote speeches and writes about automated accounting integrations, e-commerce, card payment systems, and point of sale.

Oct 09, 202313:26
Episode 342: Tom Wheelwright-Tax Mastery: Winning Strategies for Business Owners and Investors

Episode 342: Tom Wheelwright-Tax Mastery: Winning Strategies for Business Owners and Investors

The visionary and best-selling author Tom Wheelwright, CPA, is behind numerous businesses focusing on wealth and tax strategies. Tom is also a well-known platform speaker, a prominent authority on partnerships and company tax methods, a published book, and a pioneer in wealth education.

In his best-selling book Tax-Free Wealth, Tom Wheelwright teaches business people and investors how to create enormous wealth by employing clever and strategic tax-saving measures. Numerous publications have featured Tom's work, including Forbes, The Huffington Post, Accounting Today, CFO Magazine, ABC News Radio, and AZTV Morning News, and he has also written columns for Entrepreneur Magazine and Inman News.

Oct 02, 202345:38
Episode 341: Dave Olsen-Charting a Course to Success: Navigating Leadership and Vision in Business

Episode 341: Dave Olsen-Charting a Course to Success: Navigating Leadership and Vision in Business

He is the Nimbl founder and CEO. They are committed to freeing up leaders' time so they can concentrate on having the impact they want to see in the world. He is a CPA in both the US and Canada, so he is familiar with accounting and has experience starting a firm.

Nimbl began with only him working as a contract CFO for numerous other companies as well as a venture capital fund. They currently work as a team of several people from different parts of the world who are enthusiastic about assisting hundreds of leaders in making an impact.

Sep 25, 202345:52
Episode 340: Rory Henry-Mastering Wealth: Navigating Financial Planning, Accounting, and Behavioral Finance

Episode 340: Rory Henry-Mastering Wealth: Navigating Financial Planning, Accounting, and Behavioral Finance

Rory has more than 15 years of experience working as a tax and financial counsellor. In order to provide holistic wealth management services, he has developed the AFO Wealth Management Forward program, which collaborates with accounting companies. Technology enthusiast Rory is skilled at streamlining wealth management, accounting, and tax services while enhancing the client experience.

He co-hosts AFO Wealth Management Forward, one of the top podcasts in accounting and finance. Among the publications Rory has spoken with are the Wall Street Journal, Forbes, Fortune Magazine, Accounting Today, Vanguard, venture-backed fintech companies, and well-known thought leaders.

Sep 18, 202340:59
Episode 339: Bryson Webster-AI: Pioneering the Next Generation of Technology

Episode 339: Bryson Webster-AI: Pioneering the Next Generation of Technology

The position of VP of Business Development and Corporate Strategy at Canopy was first held by Bryson Webster in 2022. Before that, from 2022 to 2021, they served as Bolt's Director of Strategic Partnerships. Bryson served in several capacities at Adobe between 2021 and 2011, including Principal, Product Partnerships, Senior Manager, Business Development and partnerships - Experience Cloud, Business Development Manager -Experience Cloud, Business Development Manager - Document Cloud, and Alliance Manager - Digital Media.

Furthermore, Bryson worked as a product manager at Workfront from 2010 to 2010 and as the chairman and CEO of El Pomar Foundation's intern from 2010 to 2010 before joining Adobe. Partnerships, business development, and corporate strategy are managed and led by Bryson. In essence, Bryson is the one who finds original ways for Canopy to expand.

Sep 11, 202322:37
Episode338: Judie McCarthy-ChatGPT Unleashed: A Dive into Conversational AI

Episode338: Judie McCarthy-ChatGPT Unleashed: A Dive into Conversational AI

Judie is a qualified accountant and a member of the Client Hub founding team. She is aware of many of the difficulties faced by the accounting profession when dealing with SMB clients. She created a user-friendly yet effective platform that offers businesses a completely new approach to collaborate with their clientele.

The straightforward concept behind Client Hub's creation was that businesses required a platform that was made for both their teams and their clients.  With Client Hub, accountants receive quicker responses, improving client connections and increasing business productivity.  Happy customers, joyful firm.

Sep 04, 202331:29
Episode 336: Eric Green - Unlocking Profit Potential: Tax Representation in the AI Era

Episode 336: Eric Green - Unlocking Profit Potential: Tax Representation in the AI Era

Tax attorney Eric Green from the Tax Rep Network. They explore how tax representation has become increasingly relevant in the face of AI advancements and the IRS's focus on non-filers and taxpayers with balances. Green stresses the value and profit potential in tax rep practice while shedding light on the IRS's use of AI and data for audit targeting and criminal investigations.

The importance of becoming certified in tax representation work and seeking guidance in innocent spouse cases and offer and compromise processes are emphasized. The episode also delves into the need to set higher prices to avoid commoditization, focusing on high-value clients and the challenges and rewards of handling criminal cases. The hosts discourage competing solely on price and emphasize the importance of letting go of unprofitable clients. Making informed choices, valuing employees, and prioritizing cybersecurity compliance are key takeaways. Join the upcoming talk for further insights on data and AI.

Aug 22, 202334:35
Episode 335: Paul Hamann-Unmasking the Truth: Misconceptions about Wages and Salary

Episode 335: Paul Hamann-Unmasking the Truth: Misconceptions about Wages and Salary

Paul is the founder and president of RCReports, Inc., a business that offers consulting services and software solutions for Reasonable Compensation to the accounting sector. The first online tool for creating Reasonable Compensation for Shareholder-Employees of S Corps, RCReports.com, was conceptualized by Paul.

Paul has worked as an executive recruiter and a compensation consultant to small firms for the past 18 years. Since earning a Bachelor's degree in Small Business & Entrepreneurship from the University of Colorado Boulder School of Business, Paul has founded and managed a number of successful businesses.

Aug 14, 202343:15
Episode 334: Ellen Choi-AI Chat GPT: Revolutionizing Accounting – The Future Unveiled

Episode 334: Ellen Choi-AI Chat GPT: Revolutionizing Accounting – The Future Unveiled

Ellen Choi is cofounder and COO at Aiwyn. She assists businesses that provide professional services in accelerating their cash flowand providing exceptional client service. The mobile location-based gaming firm Booyah, which was funded by KPCB and Accel, employed Ellen as its Senior Director of Product Management from 2010 through 2013. Prior to that, they worked for Siri, Inc., an early mobile virtual assistant business that Apple purchased in 2010.

Ellen Choi graduated with a BA and MS in Economics and Management Science & Engineering from Stanford University. Additionally, they hold an MBA from Harvard Business School with a focus in General Management. They don't provide the exact beginning and ending years of their education.

Aug 07, 202338:24
Episode 333: Tonya Schulte-Mastering the Niche: Establishing Authority in your Field

Episode 333: Tonya Schulte-Mastering the Niche: Establishing Authority in your Field

Tonya Schulte, the co-founder of Schulte and Schulte, LLC, had gained enough experience working for nearly 20 years in the corporate world of construction to "bring it home" and launch her own business. She is a mother of three "office helpers" who serve as catalysts to keep her active. She is married to Joe, her co-founder. 

Along with managing her own business, she enjoys demonstrating to other accounting professionals who focus on the construction industry how to enhance their businesses by utilizing tactical tools like Knowify.

Jul 31, 202347:14
Episode 332: Samantha Hallburn-Unlocking the Magic of Money: Understanding How it Works and Why it Matters

Episode 332: Samantha Hallburn-Unlocking the Magic of Money: Understanding How it Works and Why it Matters

Samantha Hallburn is the founder and owner of PBS Accounting and Tax Solutions, as well as Simplified Accounting Management, Inc. Samantha, has more than 10 years of sales, marketing, and public relations expertise. She eventually made her way into banking and lending and works with entrepreneurs from a variety of industries.

Samantha has taught QuickBooks to accounting professionals, small business owners and their staff on a nationwide level since becoming a Certified QuickBooks ProAdvisor in 2016. Her passion is assisting small businesses in streamlining their workflows and operations while relieving them of the burden of accounting and operations so they can concentrate on growing their business(es).

Jul 24, 202336:30
Episode 331: Stephen Brown- What Led To LedgerGurus' Success? (Repurpose)

Episode 331: Stephen Brown- What Led To LedgerGurus' Success? (Repurpose)

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.

Jul 17, 202336:04
Episode 330: Randy Crabtree - The Impact of The Podcast on The Industry. (Repurpose)

Episode 330: Randy Crabtree - The Impact of The Podcast on The Industry. (Repurpose)

Randy Crabtree is a well-known author, lecturer, and podcast host in the accounting industry. He is also a co-founder and partner of Tri-Merit Specialty Tax Professionals. Before joining Tri-Merit, Crabtree was the managing partner of a CPA firm in the greater Chicago area. In addition to working closely with top executives to help them optimize their tax planning strategies, he has more than 30 years of public accounting and tax consulting experience in various industries.

He has hosted the biweekly "The Unique CPA" podcast since 2019, which is among the top 10% of shows on the planet (Source: Listen Score). Randy frequently presents at conferences and online training sessions organized by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global, and several state CPA societies. His articles can be found in Accounting Today's Voices, the AICPA Tax Adviser, and he is a regular contributor to these publications. Top 100 CPA firms across the nation receive continuous professional education from Crabtree as well.

Jul 10, 202344:26
EP 329: Vangelis Kyriazis-All about Advisory Services, Reporting, and Data Insights (Repurpose)

EP 329: Vangelis Kyriazis-All about Advisory Services, Reporting, and Data Insights (Repurpose)

Vangelis Kyriazis is the Co-Founder and CEO of Syft Analytics. He previously worked as a CA Articles at Investec. He also studied at Witwatersrand University. He launched Syft on January 17 and has had over 3,500 companies sign up for the platform.

Software for reporting and data analytics, Syft Analytics aids in the understanding of financial data by firms and accountants. They provide services to over 50,000 companies across more than 50 nations, and each month they generate hundreds of reports, dashboards, and actionable insights. Live training sessions, frequent webinars, and in-depth knowledge center articles are all included to fast transform you from novice to power user.

Jul 03, 202339:51
EP 328: Erik Solbakken - The Four Pillars of Wealth Management (Repurpose)

EP 328: Erik Solbakken - The Four Pillars of Wealth Management (Repurpose)

Erik Solbakken is an author, coach, and creator of the Accountant Success Formula, an executive-level program for CPAs. Erik's tried-and-true system aids accountants in maximizing their earnings and obtaining the best clients while acquiring the time and flexibility they deserve. His current interests include spending time with his family, traveling, boating, singing lead in a heavy metal band, coaching and consulting accountants, and going on various adventures.

The Accountant Success Formula programs are for qualified accountants who must adapt their business model to increase net income, draw in their ideal clients, and take back the freedom and time they deserve. Trading money for labor and cranking out as many tax returns as possible is the old corporate model, which is tyrannical, robs us of our freedom and brainwashes us into believing three lies: that our WORTH is equal to the hours we work, that our CLIENTS are naturally priced sensitive to our services, and that tax time just has to SUCK.

Link: https://www.accountantsuccessformula.com/home-page

Free Master Class: https://www.accountantsuccessformula.com/masterclass31550911

Free Book: https://eriksolbakkencpa.com/book/

Jun 26, 202340:01
EP 327: Nick Chandi - Unleash the Power of Real-Time Payments: Say Goodbye to Slow Settlements!
Jun 19, 202329:04
EP 326: Randy Crabtree - Connect, Learn, and Grow: The Ultimate Accounting Conference You Can't Miss

EP 326: Randy Crabtree - Connect, Learn, and Grow: The Ultimate Accounting Conference You Can't Miss

Join us for an exhilarating episode of Tech Talk for Accountants Show, where the remarkable Randy Crabtree, a seasoned accountant and visionary entrepreneur delves into the exciting world of the upcoming Unique CPA Conference. Prepare to be captivated as Randy unveils a groundbreaking platform meticulously crafted to unite accounting professionals, empowering them to forge invaluable connections, acquire new knowledge, and propel their businesses to unprecedented heights.

Discover the riveting tale of Randy's tireless efforts to organize this extraordinary conference, triumphing over countless challenges along the way. His inspiring journey showcases unwavering determination and ingenious problem-solving, leaving you spellbound and ready to embark on your own path to success.

Unleash the potential within you by attending the Unique CPA Conference, where an unparalleled opportunity awaits to immerse yourself in cutting-edge industry trends and groundbreaking technologies. Gain invaluable insights that will empower you to outshine your competition and solidify your position as a trailblazer in the accounting world.

Don't miss out on this must-listen episode, tailor-made for accounting professionals like yourself who refuse to settle for mediocrity. To unearth the secrets behind the conference's transformative power and secure your spot, visit the Tri-Merit website at tri-merit.com. Get ready to embark on a journey that will revolutionize your career and propel you to new heights of success.

Jun 12, 202339:31
EP 325: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology

EP 325: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology

🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for both accounting and engineering led him to found FinOptimal, a groundbreaking company that brings together the best of both worlds. Through FinOptimal, Jesse and his team offer accountants and businesses using QuickBooks innovative solutions that leverage cutting-edge technology. During this episode, Jesse sheds light on the challenges accountants face when it comes to embracing technology. He emphasizes the vast potential of automation in reducing manual tasks and freeing up time for more important work. By combining their accounting knowledge with engineering skills, FinOptimal provides a range of services, including bookkeeping, tax preparation, and financial analysis. This episode serves as a reminder of how important technology is in transforming the accounting sector and promoting productivity. This podcast is a treasure of knowledge whether you're a business owner looking to maximize your finances or an accountant looking to use technology. Discover the fascinating intersection between accounting and technology by tuning in right now. Prepare to be motivated and inspired as you explore the intriguing possibilities that exist where these two disciplines converge. Don't miss this informative Tech Talk for Accountants episode and be sure to like and subscribe to grow the channel.


Jun 05, 202346:46
EP 324: Mark Stovel- Revolutionize your Accounting Firm with Nexus' Tech Trajectory Optimization

EP 324: Mark Stovel- Revolutionize your Accounting Firm with Nexus' Tech Trajectory Optimization

Mark Stobel from Nexus to discuss client advisory services and how firm owners can optimize their team tech trajectory. With Mark's insightful tips and strategies, listening to this episode will enhance your life in countless ways. Mark shares his own experience of leaving public accounting and starting a virtual CPA firm, and how he sold it after four years of running it successfully. He also sheds light on the importance of having systems in place and creating a client acquisition strategy to build a scalable and healthy firm. Learn how to find your niche and gain repeated experience to grow your expertise exponentially.

Plus, discover how to lead with solutions instead of services and win the confidence of potential clients. Don't miss out on this informative episode, and be sure to like and subscribe to grow the channel. Visit nexus.com or MarkstoleCPA on LinkedIn to learn more!

May 28, 202357:59
EP 323: Loren Fogelman - Maximizing Time and Profits: How to Work Less and Earn More

EP 323: Loren Fogelman - Maximizing Time and Profits: How to Work Less and Earn More

Loren Fogelman, former sports psychologist turned business coach works with entrepreneurs to help them work half as much but earn twice as much. She helps accounting businesses charge top dollar and draw in high-caliber customers. She explains the significance of understanding who you want to work with and how to position yourself to attract those customers.

Loren offers detailed advice on how to run a small company more productively and successfully. She advises establishing limits for work hours and assigning duties outside of your area of expertise. Instead of charging hourly rates, she advises designing packages so that customers know precisely what they are receiving for their money. Additionally, she suggests carefully using social media channels by concentrating on one or two places where your target audience is most engaged. Loren's expertise as a sports psychologist turned business coach offers a unique perspective on how to apply principles of focus, determination, and goal-setting to the world of entrepreneurship.

May 22, 202343:46
EP 322: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment

EP 322: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment

Giles Pearson, the CEO and co-founder of Accountests, a company that specializes in skills assessment and training for CPAs. The interview focuses on the role of AI in the accounting industry and how it can be used to streamline processes, reduce errors, and improve efficiency.

The effect of AI on jobs in the accounting sector is also discussed in the interview. While some lower-level tasks can now be automated, according to Giles Pearson, AI is not necessarily trying to eliminate jobs. Instead, it is a brand-new tool that is stronger than conventional tools and can address issues with finite solutions. Overall, Giles Pearson thinks that through increasing productivity and lowering errors, AI has the potential to change the accounting business. But he also acknowledges that integrating AI into accounting procedures is not without its difficulties. Employee resistance, for instance, could come from those who worry about losing their jobs or who are uneasy about using new technologies.

May 15, 202341:34
EP 321: Eran Shif and Sean King - Revolutionize Your Tax Planning: The Importance of Substance in Today's Multinational Companies

EP 321: Eran Shif and Sean King - Revolutionize Your Tax Planning: The Importance of Substance in Today's Multinational Companies

Eran Shif, head of the Transfer Pricing Division at Avalara, and Sean King, president of Align Global Consulting, were guests on the Tech Talk for Accountants show. Eran started his career in the Israeli tax authority and then moved to EY, where he spent 10 years before joining Avalara. Sean is a lawyer by training and spent many years in the international tax and global structuring practices in Big Four.

Eran and Sean discussed the importance of substance in transfer pricing and the need for a holistic approach to cross-border transactions. They emphasized the bilateral nature of transfer pricing and the inherent risk involved. They also discussed the importance of documentation and the need for companies to have a clear understanding of their transfer pricing policies. Eran and Sean also discussed the challenges that companies face when it comes to transfer pricing. They noted that transfer pricing is a complex area of tax law that requires a deep understanding of the business and the industry in which it operates. They also noted that transfer pricing is an area of tax law that is constantly evolving, and companies need to stay up-to-date with the latest developments.

May 01, 202344:02
EP 320: Donnie Shimamoto - The Importance of Understanding Client Goals in Business Transformation

EP 320: Donnie Shimamoto - The Importance of Understanding Client Goals in Business Transformation

Donnie Shimamoto is a highly accomplished CPA, CITP, and CGMA with a passion for helping accountants and their clients make better decisions around transformation. He is the founder and managing director of Enterprise Technologies and the inspiration architect for the Center of Accounting Transformation.

Donnie Shimamoto is a thought leader in the accounting industry and has conducted extensive research on various topics, including the adoption of hybrid work, cybersecurity risk, and diversity, equity, and inclusion practices. He is committed to providing neutral and agnostic research that includes the perspectives of solo practitioners and smaller firms. He has developed various programs and resources based on his research, including personal resilience and client satisfaction.


Apr 24, 202348:35
EP 319: Jody Padar- The Influence of AI on the Profession as a Whole

EP 319: Jody Padar- The Influence of AI on the Profession as a Whole

Jody Padar is the author of the book called The Radical CPA. She has gained recognition as an evangelist for disruption, technology, and change under the moniker "Radical CPA." She aspires to modernize the accounting profession and guide the following generation of accountants toward a better way of life where they may return home on time, provide for their clients more, and nurture their love for the field.

Jody joined Trullion as a Truth Advisor in March 2021 because she is passionate about integrating AI and automation to improve our industry. Trullion tackles lease accounting and auditing operations to provide a more open and efficient process. She also serves as an adviser and spokesperson for Botkeeper, an AI-powered automated bookkeeping system that is assisting businesses in changing the way they provide client service.

Apr 17, 202331:20
EP 318: Luke Templin- The Impact of AI on Industry in the Future

EP 318: Luke Templin- The Impact of AI on Industry in the Future

Luke Templin, CPA, vCFO, is a consultant assisting CPA firms in growing as a co-founder of a2advisers.com by night, focusing on modernizing the CPA profession and shifting it from a compliance-focused profession to an advisory-focused profession. By day, he is a virtual CFO building his second client accounting and advisory line of business for Hancock/Dana CPAs.

Templin, a master's in accounting graduate of the University of Kansas, resides in Omaha, Nebraska, with his wife, two daughters, and dog. He loves to cook for his family and is a keen outdoorsman. He assists firms in growing through keeping key personnel, enhancing operations, creating new lines of business, optimizing pricing, cutting costs, and securing funding.

Apr 10, 202331:34
EP 317: Geraldine Carter- How Disengaging Clients makes your Business Easier

EP 317: Geraldine Carter- How Disengaging Clients makes your Business Easier

Geraldine Carter is a strategy and mindset coach for solo CPAs. Geraldine Carter assists hardworking CPAs in establishing their ideal accounting firm and way of life. Her clients go from being overworked to working the hours they choose while sustaining and expanding income with 250,000 to 1 million in revenue.

She came across CPA after CPA who had the admirable ability to memorize a Google's worth of tax code and a remarkable flair for solving complicated tax problems but little time to provide their clients with more beneficial services. Since they struggle to manage their firms in ways that enable them to use their expertise and work a fair schedule, talented accountants are thinking about leaving the field. She decided to find a solution because she is not one to stand by and do nothing.

Apr 03, 202334:58
Revolutionizing Tax Compliance: Embracing Automation for Sustainable Repetition

Revolutionizing Tax Compliance: Embracing Automation for Sustainable Repetition

Compliance with sales tax regulations can be an overwhelming burden for companies with limited resources, posing a serious risk of hefty fines and penalties.

Mar 31, 202301:18
Streamlining Sales Tax: Empowering Remote Sellers and Boosting Momentum

Streamlining Sales Tax: Empowering Remote Sellers and Boosting Momentum

By simplifying sales tax compliance for remote sellers, states can unlock immense economic potential – creating more opportunities for both Sovos and non-Sovos clients.

Mar 30, 202301:41
State Adoptions of South Dakota's Sales Tax Standard: A Patchwork of Modifications

State Adoptions of South Dakota's Sales Tax Standard: A Patchwork of Modifications

By exempting small sellers from sales tax requirements, states can maximize their own gains, demonstrating a shrewd and forward-thinking approach to economic development.

Mar 29, 202301:32
E-commerce Giants Obliged to Comply with State Sales Tax Laws Post Landmark Supreme Court Ruling

E-commerce Giants Obliged to Comply with State Sales Tax Laws Post Landmark Supreme Court Ruling

Retailers nationwide are now mandated to comply with an overwhelming array of state sales tax regulations, making nationwide sales tax compliance an unavoidable burden.

Mar 28, 202301:44
Chuck Maniace-The Importance of having a Proactive approach to Tax Planning

Chuck Maniace-The Importance of having a Proactive approach to Tax Planning

Chuck Maniace is the Vice President of Regulatory Analysis & Design at Sovos. To facilitate professional growth within the Sovos organization and to improve regulatory understanding in the larger Sovos community, Chuck places a high value on making time to share his knowledge, experience, and perspective.

Chuck loves nothing more than visiting Sovos offices throughout the world and trying the local brews because he is an avid traveler and craft beer connoisseur. His priority is keeping Sovos clients fully compliant when rates, laws and regulations change all around them

https://sovos.com/blog/?solution=sales-use-tax

https://sovos.com/sut/sales-use-tax/

https://sovos.com/content-library/sut/the-continuing-evolution-of-sales-tax-2022-annual-report/


Chuck's recent blog on the proposed national sales tax: https://sovos.com/blog/sut/what-you-need-to-know-about-the-proposed-national-sales-tax/

Mar 27, 202344:51
Unlock New Opportunities with Undefined: Automate Low Level Tasks for Streamlined Efficiency

Unlock New Opportunities with Undefined: Automate Low Level Tasks for Streamlined Efficiency

With the power of AI technology, universities, newspaper journalism, and customer service can now be transformed in unprecedented ways. ChatGPT's ability to quickly search, copy-paste, and respond to inquiries with lightning-speed accuracy is revolutionizing the way we do business.

Mar 24, 202301:29