The Modern Accountant Podcast

We're back from summer break with another episode. This time around we are joined by Alex Loewenstein, General Manager with Paro for CPA firms. We will be discussing the challenges firms face with addressing capacity planning and staff shortages, and how Paro's unique approach to this all to familiar challenge could be just what the guru ordered.

Episode 10 features Zachary Watson, a cloud technology expert from IONOS. We explore how cloud services are becoming easier to implement, IONOS' distinctive solutions, the misconceptions about cloud and on-prem storage, and the role of diversification in cloud storage.

Visit www.ionos.com to learn more about cloud hosting options and to take a test run.

In this episode, we explore voice AI's fascinating yet concerning domain and its implications for voice-based scams. As AI technology evolves, it's now possible to accurately imitate anyone's voice, inevitably leading to misuse by bad actors. We illuminate the diverse strategies scammers employ to harvest voices from sources like social media and personal phone calls. Our hosts, Joe and Justin, underscore the critical role of employee education and awareness in countering voice phishing assaults. Moreover, we expose prevalent phishing schemes and provide actionable advice on self-protection. Join us on this journey through the dynamic world of voice AI, and let's equip ourselves with the knowledge needed to fend off voice scams.

In this episode, Justin and Joe unpack the six most crucial aspects of accounting technology. Using their unique Accounting Tech Optimization Model, they delve into each component: IT Support, Applications, Gear, Connectivity, Cybersecurity, and Strategy.

The discussion doesn't just stop at highlighting these six key elements. They share examples of good, better, and best practices for each one, offering a comprehensive guide to enhance your firm's technology. From understanding why IT support is integral to a firm's tech stack to the importance of strategic planning for new technology investments, this episode is an enlightening journey that explores the often overlooked corners of accounting technology.

Featuring rapid-fire topics, valuable tools, insightful analogies, and a pinch of humor, this episode is a must-listen for those looking to stay ahead in the ever-evolving accounting industry. Tune in to keep a leg up on the competition and understand the value of a well-optimized tech stack.

Learn more about the Accounting Technology Optimization Model: https://www.techguruit.com/accounting-tech-optimization-model/

In this episode, we take a deep dive into the world of practice management software and its evolution in enhancing client engagement. We discuss the significant developments over the years that have revolutionized how accountants work, including the move to the cloud and the increasing demand for software that offers a mobile app-like experience.

To give us a closer look at the current state of practice management software, we sit down with Bryson Webster, a leading expert in the field, and a representative from Canopy, the top cloud-based practice management tool. Bryson shares his wealth of knowledge with us, delving into how PM software has transformed into a sophisticated tool that continually adapts to the evolving needs of accountants. We also explore the exciting integration of GPT technology, which is set to transform PM software, allowing for unparalleled capabilities in automation and client engagement.

Promo: Get a free $50 Amazon gift card when you demo Canopy: https://bit.ly/3HCbaGM

In this episode, Justin Amundson and Joe Kessler discuss cybersecurity in accounting and how to protect your business from hackers. They delve into the different types of cyber attacks, the importance of having a robust security infrastructure, and share a cautionary tale of an accounting firm hit with $600,000 in ransomware. Joe also shares key cybersecurity measures firms should implement and ways to keep employees informed and educated about cybersecurity best practices. Take our cybersecurity assessment here: https://www.techguruit.com/security

This insightful episode explores how collaboration tools can elevate your accounting practice to the next level. We examine practice management platforms that unify and optimize client communication and discuss the rising importance of digital voice solutions in accounting.

We also cover the power of practice management software in streamlining your firm's operations and how solutions like Canopy, Karbon, and Tax Dome can help you manage client communication, projects, financial insights, time tracking, and client/vendor relationships.

Finally, we dive into workflow automation tools, such as monday.com, Asana, Microsoft Flow, and Zapier, and how these platforms can bridge the gap between siloed software and enable seamless, automated workflows.

Watch our monday.com workshop here: https://youtu.be/g83dt0bCG4I

In this episode of The Modern Accountant Podcast, we explore the world of remote accounting and discuss the benefits and challenges of managing a remote team. With more and more businesses shifting to remote work, it's essential to understand the unique dynamics of managing a remote accounting firm. Our hosts share personal experiences and provide practical tips for success, covering topics such as communication and collaboration, data security and compliance, and managing a remote team effectively. From choosing the right tools to setting clear goals and expectations, this episode offers valuable insights and best practices for running a successful remote accounting firm.

In the latest episode of The Modern Accountant Podcast, we tackle the common challenges that accountants face in keeping up with industry standards and technology. Join us as we discuss the top five pain points: meeting regulatory requirements, document management, application consolidation, hybrid workforce management, and building client relationships in a virtual environment.

Accounting tech expert Joe Kessler will provide actionable advice and technological solutions to help accountants overcome these challenges. Whether you're a seasoned accountant or just starting out in the field, this episode is a must-listen. So grab your favorite beverage, tune in, and join the conversation!

Welcome to the first episode of 'The Modern Accountant' podcast. Today, we're diving into the importance of moving your data to the cloud. Join host Justin Amundson and co-host accounting tech expert Joe Kessler as they demystify different types of cloud solutions and answer common questions. From the benefits of cloud storage to security concerns and costs, this episode is a must-listen for anyone in the accounting industry. Plus, hear real-world examples of how moving to the cloud has helped our clients. Stay tuned for more episodes, and send in your questions on our website at techguruit.com/podcasts.