Podcasts by The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

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 https://tech4accountants.net/
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Further podcasts by Rush Tech Support

Podcast on the topic Neues aus der Technik

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The Tech Talk for Accountants Show
Episode 351: Will Hill- The Significance of Having a Business Process Documented from 2023-12-04T12:32:54

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...

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The Tech Talk for Accountants Show
Episode 350: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology (Repurpose) from 2023-11-27T11:53:34

🎙️ 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 Rubenfel...

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The Tech Talk for Accountants Show
EP 350: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology (Repurpose) from 2023-11-27T11:53:34

🎙️ 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 Rubenfel...

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The Tech Talk for Accountants Show
Episode 349: Isaac Smith - Unlocking Global Talent: Offshoring Success in Accounting from 2023-11-20T20:48:11

Isaac Smith, the founder of Team Up. Isaac takes us on his entrepreneurial journey, starting with his own bookkeeping firm and expanding into offshoring. The conversation takes unexpected turns...

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The Tech Talk for Accountants Show
EP 348: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment (Repurpose) from 2023-11-14T14:37:44

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 an...

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The Tech Talk for Accountants Show
Episode 347: Lance Brandow-Small Stock Pro: Inventory Software Made Easy from 2023-11-06T15:02:57

Lance Brandow is the creator of Brandow Consulting, a QuickBooks inventory software assessment and implementation company specializing in the following software programs: MISys Manufacturing, Me...

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The Tech Talk for Accountants Show
Episode 346: Alison Ball-Simplified Tech: Making Complex Tasks User-Friendly from 2023-10-30T15:20:35

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...

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The Tech Talk for Accountants Show
Episode 345: Katie Thomas-Mastering the Art of Social Media: Choose, Connect, Converse, Create from 2023-10-23T12:55:38

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 ...

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The Tech Talk for Accountants Show
Episode 344: Jeremy Wood-Harmonizing Innovation and Stability: The Business Balancing Act from 2023-10-16T14:29:22

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, ...

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The Tech Talk for Accountants Show
Episode 343: Jason Richelson-Streamline Success: Automating Accounting for Modern Firms from 2023-10-09T12:22:36

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 acco...

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The Tech Talk for Accountants Show
Episode 342: Tom Wheelwright-Tax Mastery: Winning Strategies for Business Owners and Investors from 2023-10-02T12:58:37

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...

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The Tech Talk for Accountants Show
Episode 341: Dave Olsen-Charting a Course to Success: Navigating Leadership and Vision in Business from 2023-09-25T10:22:33

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 Can...

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The Tech Talk for Accountants Show
Episode 340: Rory Henry-Mastering Wealth: Navigating Financial Planning, Accounting, and Behavioral Finance from 2023-09-18T15:38:54

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 p...

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The Tech Talk for Accountants Show
Episode 339: Bryson Webster-AI: Pioneering the Next Generation of Technology from 2023-09-11T12:05:58

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 Directo...

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The Tech Talk for Accountants Show
Episode338: Judie McCarthy-ChatGPT Unleashed: A Dive into Conversational AI from 2023-09-04T14:07:09

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...

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The Tech Talk for Accountants Show
Episode 336: Eric Green - Unlocking Profit Potential: Tax Representation in the AI Era from 2023-08-22T02:19:20

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 ta...

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The Tech Talk for Accountants Show
Episode 335: Paul Hamann-Unmasking the Truth: Misconceptions about Wages and Salary from 2023-08-14T10:00

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...

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The Tech Talk for Accountants Show
Episode 334: Ellen Choi-AI Chat GPT: Revolutionizing Accounting – The Future Unveiled from 2023-08-07T10:00

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...

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The Tech Talk for Accountants Show
Episode 333: Tonya Schulte-Mastering the Niche: Establishing Authority in your Field from 2023-07-31T10:50:13

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"...

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The Tech Talk for Accountants Show
Episode 332: Samantha Hallburn-Unlocking the Magic of Money: Understanding How it Works and Why it Matters from 2023-07-24T11:30:55

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,...

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The Tech Talk for Accountants Show
Episode 331: Stephen Brown- What Led To LedgerGurus' Success? (Repurpose) from 2023-07-17T12:53:21

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 Brittan...

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The Tech Talk for Accountants Show
Episode 330: Randy Crabtree - The Impact of The Podcast on The Industry. (Repurpose) from 2023-07-10T11:43:15

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-Mer...

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The Tech Talk for Accountants Show
EP 329: Vangelis Kyriazis-All about Advisory Services, Reporting, and Data Insights (Repurpose) from 2023-07-03T12:19:28

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 ...

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The Tech Talk for Accountants Show
EP 328: Erik Solbakken - The Four Pillars of Wealth Management (Repurpose) from 2023-06-26T13:28:19

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 t...

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The Tech Talk for Accountants Show
EP 327: Nick Chandi - Unleash the Power of Real-Time Payments: Say Goodbye to Slow Settlements! from 2023-06-19T11:00:18

🎙️ Join us on the Tech Talk for Accountants show as we dive into an exciting conversation with Nick Chandi, the CEO, and co-founder of ForwardAI. Get ready to be amazed by Forwardly, the groun...

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The Tech Talk for Accountants Show
EP 326: Randy Crabtree - Connect, Learn, and Grow: The Ultimate Accounting Conference You Can't Miss from 2023-06-12T11:00:44

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...

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The Tech Talk for Accountants Show
EP 325: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology from 2023-06-05T10:32:22

🎙️ 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 ...

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The Tech Talk for Accountants Show
EP 324: Mark Stovel- Revolutionize your Accounting Firm with Nexus' Tech Trajectory Optimization from 2023-05-28T22:00:47

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...

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The Tech Talk for Accountants Show
EP 323: Loren Fogelman - Maximizing Time and Profits: How to Work Less and Earn More from 2023-05-22T13:50:38

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...

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The Tech Talk for Accountants Show
EP 322: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment from 2023-05-15T13:00:39

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 an...

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The Tech Talk for Accountants Show
EP 321: Eran Shif and Sean King - Revolutionize Your Tax Planning: The Importance of Substance in Today's Multinational Companies from 2023-05-01T11:00:55

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 th...

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The Tech Talk for Accountants Show
EP 320: Donnie Shimamoto - The Importance of Understanding Client Goals in Business Transformation from 2023-04-24T11:00:33

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...

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The Tech Talk for Accountants Show
EP 319: Jody Padar- The Influence of AI on the Profession as a Whole from 2023-04-17T11:00:29

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 asp...

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The Tech Talk for Accountants Show
EP 318: Luke Templin- The Impact of AI on Industry in the Future from 2023-04-10T12:15:37

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-f...

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The Tech Talk for Accountants Show
EP 317: Geraldine Carter- How Disengaging Clients makes your Business Easier from 2023-04-03T11:00:39

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 o...

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The Tech Talk for Accountants Show
Revolutionizing Tax Compliance: Embracing Automation for Sustainable Repetition from 2023-03-31T11:00:54

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

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The Tech Talk for Accountants Show
Streamlining Sales Tax: Empowering Remote Sellers and Boosting Momentum from 2023-03-30T11:00:34

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

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The Tech Talk for Accountants Show
State Adoptions of South Dakota's Sales Tax Standard: A Patchwork of Modifications from 2023-03-29T11:00:52

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

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The Tech Talk for Accountants Show
E-commerce Giants Obliged to Comply with State Sales Tax Laws Post Landmark Supreme Court Ruling from 2023-03-28T11:00:48

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

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The Tech Talk for Accountants Show
Chuck Maniace-The Importance of having a Proactive approach to Tax Planning from 2023-03-27T11:00:15

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 l...

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The Tech Talk for Accountants Show
Unlock New Opportunities with Undefined: Automate Low Level Tasks for Streamlined Efficiency from 2023-03-24T11:00:47

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 r...

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The Tech Talk for Accountants Show
Unlock Limitless Possibilities with Innovative Low-Level Programming! from 2023-03-23T11:00:45

With ChatGPT's creative brainstorming, we were able to successfully bridge the seemingly impossible gap between two software platforms - an incredible feat that would have been impossible wi...

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The Tech Talk for Accountants Show
Unleash Your Creativity: Harness the Power of Chat GPT for Blogging & More! from 2023-03-22T11:00:14

Unlock your creative potential with Chat GPT and experience the power of generating unique, innovative ideas without having to switch between creative and logical thinking.

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The Tech Talk for Accountants Show
Tanya Cloud Empowers Accounting Professionals with Innovative Boot Camp from 2023-03-21T11:00:53

Tanya Cloud's Boot Camp offers an innovative and empowering experience for accounting professionals, equipping them with exclusive resources and a fresh perspective to build self-assurance. ...

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The Tech Talk for Accountants Show
Tanya Hilts-The Value of Cooperation and Outside of the Box Thinking from 2023-03-20T12:02:46

Tanya Hilts is the founder of Cloud Business Services. She is passionate about reducing procedures, boosting workplace productivity, and improving client outcomes. Tanya founded "Bookkeeper...

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The Tech Talk for Accountants Show
Unlock Remote Productivity with Notis: Seamless E-signatures, Chime, Analytics from 2023-03-17T11:00:21

Thanks to Notis cutting-edge e-signature, Amazon Chime video conferencing, and business analytics capabilities, Gen Zers were able to seamlessly transition to remote work during the pandemic. Listen

The Tech Talk for Accountants Show
Ease Transition to Notis: Unlock Quick & Seamless Communication for Your Clients from 2023-03-16T11:00:43

Notis is guaranteed to revolutionize the way you manage and track your legal documents, providing an unprecedented level of convenience and customization with its intuitive, user-friendly design...

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The Tech Talk for Accountants Show
Solo Practitioner's Life Transformed: Notis Keeps Tasks & Client Communication Organized from 2023-03-15T11:00:43

By leveraging Notis streamlined communication, task management, and status tracking for clients, businesses can cut their completion time from 3 months to a remarkable 1 month.

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The Tech Talk for Accountants Show
Unlock Efficiency with Notis: Making Client Document Management a Breeze from 2023-03-14T11:00:22

Audrey, an experienced CPA with 30 years of industry knowledge, spearheaded a revolutionary initiative to revolutionize document management for accountants, resulting in a powerful project manag...

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The Tech Talk for Accountants Show
Joshua and Audrey Askew-Everything about the Project Management Space from 2023-03-13T11:00:34

Joshua Askew is the co-founder of Notis. He is a senior economics major at the University of Delaware. He intends to pursue a job in one of the business disciplines he is interested in, such as ...

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The Tech Talk for Accountants Show
Intuit's Legacy Clients Get Free Consultation on How to Use Gbo from 2023-03-10T11:00:56

The conversion tool that Intuit uses for converting desktop companies to Qbo does not work well with multicurrency companies.

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The Tech Talk for Accountants Show
How to Thrive with Desktop-First QuickBooks: A Comprehensive Guide from 2023-03-09T11:00:45

The author chose to write the guide for QuickBooks Desktop first because the features are more stable and less likely to change than those in QuickBooks Online.

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The Tech Talk for Accountants Show
Multi-Currency Focus Leaves Others in the Dust from 2023-03-08T11:00:13

By specializing in a certain area, you become an expert in that field and can better serve your clients. This also allows you to develop processes and shortcuts that come with experience and sav...

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The Tech Talk for Accountants Show
Accountant's experience with QuickBooks in Canada: "I found it amazing and loved it" from 2023-03-07T13:58:31

The multi-currency function in QuickBooks allows businesses to manage transactions in multiple currencies, making it an essential tool for businesses that operate in multiple countries.

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The Tech Talk for Accountants Show
Esther Friedberg Karp-All about the International QuickBooks Space from 2023-03-05T22:00:44

Esther Friedberg Karp is a well-known trainer, author, and speaker who hails from Toronto and owns and operates the QuickBooks consulting firm EFK CompuBooks Inc. She develops and delivers Quick...

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The Tech Talk for Accountants Show
American small businesses still rely on QuickBooks desktop for accounting from 2023-03-02T22:00:41

If you're an accountant, then you know that QuickBooks desktop is still the gold standard for small businesses in the US. But what you may not know is that the narrative around AI and technology...

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The Tech Talk for Accountants Show
Cloud-based AI is transforming legal practice management from 2023-03-02T13:30:38

The most exciting application of AI in accounting is its potential to be built into practice management systems, where it can provide more intelligent responses to emails, automatically fetch re...

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The Tech Talk for Accountants Show
Cloud Accounting Apps Help Businesses Save Time and Money from 2023-03-02T13:26:05

If you're looking for a powerful way to integrate data across cloud apps, The Tech Talk for Accountants Show is a great resource. In this episode, you'll learn how running your business in the c...

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The Tech Talk for Accountants Show
Twitter is a powerful force multiplier for businesses from 2023-03-02T13:22:08

Twitter became a go-to source of information for this speaker during the COVID-19 pandemic because it was more efficient than traditional research methods and allowed for collaboration among use...

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The Tech Talk for Accountants Show
Jason Staats- How to Use Technology to Increase Your Own Bandwidth? from 2023-02-27T10:37:18

Jason Staats is the founder of Realize. He guides you through brainstorming, writing, and the different ways to put your material out to attract & educate clients while establishing your bra...

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The Tech Talk for Accountants Show
Compliance Work Is Essential for Successful Advisory Services from 2023-02-23T22:00:06

The compliance work needs to be done, needs to be done right and it kind of leads towards that advisory.

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The Tech Talk for Accountants Show
New data visualization tool helps businesses make decisions from 2023-02-22T22:00:52

Data visualization is a powerful tool that can help businesses spot trends and anomalies in their data. This can help businesses make better decisions about things like staffing and marketing. Listen

The Tech Talk for Accountants Show
How to Use Data Visualization to Understand Your Business from 2023-02-21T22:00:05

The visualization tool will help users to better understand the data and identify key patterns that would otherwise be difficult to see.

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The Tech Talk for Accountants Show
Data-Driven Businesses Make More Money from 2023-02-21T15:29:47

The data analysis provided by an outside firm can help business owners make smart decisions about their company by identifying trends and forecasting future sales.

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The Tech Talk for Accountants Show
Vangelis Kyriazis-All about Advisory Services, Reporting, and Data Insights from 2023-02-20T11:03:34

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 ...

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The Tech Talk for Accountants Show
Get through the tough times with grit and determination from 2023-02-16T22:00:47

The sunk cost fallacy often leads us to continued frustration with new tools- it's important to evaluate if the costs (in time and money) are worth it.

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The Tech Talk for Accountants Show
The Impact of Change on Accounting Firms from 2023-02-15T22:00:08

Think about how the main partner's decisions impact the accounting firm – and don't make changes just for the sake of it. Change is the only constant, but that doesn't mean everything needs to b...

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The Tech Talk for Accountants Show
A company's needs shift over time: Here's how to change your tool set accordingly from 2023-02-14T22:00:26

The needs of a business change over time, so the tools that a business uses to manage its workflow should be evaluated regularly to ensure that they are still the best fit for the company's need...

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The Tech Talk for Accountants Show
When emotional attachment interferes with business goals, it may be time for a change. from 2023-02-14T11:38:56

The emotional attachment or disenfranchisement to what is already there can often times be stronger than the mental baggage of starting fresh, causing many firms to pay the price for transition....

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The Tech Talk for Accountants Show
Will Hill- The Significance of Having a Business Process Documented from 2023-02-12T22:00:57

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 T...

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The Tech Talk for Accountants Show
The Importance of a Digital Presence for Businesses from 2023-02-09T22:00:47

Different buyers today weigh in on that differently. Right. Previous generations, we'd go to our country club and we'd ask for referral. That was the form of looking at a review online or a test...

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The Tech Talk for Accountants Show
Firms: Improve Response Time to Increase Brand Reputation from 2023-02-08T22:00:29

Even if you can't take on a whole lot of new clients, protect your brand and your reputation by getting back to them and offering them a suggested alternative.

Sarah Dobek Listen

The Tech Talk for Accountants Show
"Heed Your Instincts to Thrive in Changing Environments" from 2023-02-07T22:00:08

This episode of Tech 4 Accountants is all about how to be mindful of our instincts and adapt to changing environments. Mike talks about how we often don't listen to our instincts enough, and how...

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The Tech Talk for Accountants Show
Innovatus Consulting Aids in Tax Season and Beyond from 2023-02-07T13:34:07

As we approach tax season, it's important for accountants to focus on providing excellent client service and communication. This will help them build a strong reputation and brand experience tha...

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The Tech Talk for Accountants Show
Sarah Dobeck-The Importance of Data in Your Marketing from 2023-02-06T10:46:06

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...

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The Tech Talk for Accountants Show
Find and connect with your target market in record time with this foolproof guide! from 2023-02-03T11:01:13

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.

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The Tech Talk for Accountants Show
Cloud Computing Transforms Businesses of All Sizes from 2023-02-02T11:00:32

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.

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The Tech Talk for Accountants Show
How to Keep Up with Technology: Move to Cloud-Based Applications from 2023-02-01T11:00:45

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...

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The Tech Talk for Accountants Show
Cloud Migrations: How the Chief Cloud Officer Title Has Evolved from 2023-01-31T15:44:56

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...

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The Tech Talk for Accountants Show
David Cieslak- Convenience First, Security Second from 2023-01-30T11:00:40

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 c...

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The Tech Talk for Accountants Show
"How to Market to Accountants and Small Businesses" from 2023-01-27T11:00:45

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 group...

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The Tech Talk for Accountants Show
"Marketing is not just sales: there are many different specialties" from 2023-01-26T11:00:56

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.

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The Tech Talk for Accountants Show
3 Experts Share How Marketing Helped Their Businesses Grow from 2023-01-25T11:00:42

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 ...

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The Tech Talk for Accountants Show
She took a risk and it paid off: How one woman made a successful career change from 2023-01-24T12:48:12

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.

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The Tech Talk for Accountants Show
Kelly Gonsalves- The Value of Meeting the Proper Individuals in Your Industry from 2023-01-23T11:00:15

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 i...

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The Tech Talk for Accountants Show
COVID Has Forced Companies to Get Creative with Leadership from 2023-01-20T11:00:29

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...

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The Tech Talk for Accountants Show
Why expanding your advisory services is key to success for accountants from 2023-01-19T11:00:49

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, ...

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The Tech Talk for Accountants Show
Get a Better Understanding of What Your Business is Worth with These Tips from 2023-01-18T11:34:13

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...

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The Tech Talk for Accountants Show
CPA profession hit hard by talent shortage from 2023-01-18T11:18:36

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 popul...

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The Tech Talk for Accountants Show
Bob Lewis-Understanding the Three Factors of Success from 2023-01-16T12:03:29

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-ac...

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The Tech Talk for Accountants Show
How to Use Financial Information to Sell Technology Services from 2023-01-13T11:00:50

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 s...

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The Tech Talk for Accountants Show
Budgeting adds value when decisions are delegated from 2023-01-12T11:00:44

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 cad...

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The Tech Talk for Accountants Show
How to Use a Rolling Forecast Process to Benefit Your Business from 2023-01-11T11:00:51

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...

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The Tech Talk for Accountants Show
Guru's budgeting and forecasting software goes beyond the basics to provide unique insights and perspectives. from 2023-01-10T12:57:06

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 weed...

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The Tech Talk for Accountants Show
Christian Wielage-Budgeting and Forecasting from 2023-01-09T11:00:57

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 Operatio...

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The Tech Talk for Accountants Show
Businesses Should Focus on Providing Value, Not on How Much They Can Charge from 2023-01-06T11:00:30

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.

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The Tech Talk for Accountants Show
The Accountant's Guide to Making More Money from 2023-01-05T11:00:11

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 you...

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The Tech Talk for Accountants Show
CPA firm owners earn more than just a paycheck from 2023-01-04T11:00:08

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%.

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The Tech Talk for Accountants Show
CPA's focus on undefined creates success from 2023-01-03T11:51:35

The traditional model of success in accounting is outdated and does not lead to a fulfilling life.

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The Tech Talk for Accountants Show
Erik Solbakken - The Four Pillars of Wealth Management from 2023-01-02T11:00:49

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...

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The Tech Talk for Accountants Show
Tailor Your Resume for Each Job Opening to Land the Interview from 2022-12-30T12:28:57

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 ski...

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The Tech Talk for Accountants Show
"New technology helps company run more smoothly internally" from 2022-12-30T12:22:48

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 systemat...

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The Tech Talk for Accountants Show
Don't Overlook These Two Important Job Seeking Tips! from 2022-12-30T12:21:14

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.

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The Tech Talk for Accountants Show
How to make your resume stand out from the rest from 2022-12-28T14:17:19

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 ...

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The Tech Talk for Accountants Show
"Accounting Professional Achieves Success with New Tech" from 2022-12-28T14:13:25

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...

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The Tech Talk for Accountants Show
Roger Knecht- How Technology can be Your Biggest Resource and Help from 2022-12-26T11:37:11

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 ...

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The Tech Talk for Accountants Show
Get Ahead of the Curve: How to Use Less Common Words to Power Your Writing from 2022-12-23T11:00

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.

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The Tech Talk for Accountants Show
Working from home can be productive with the right mindset from 2022-12-22T11:00:38

Working from home can impact productivity due to isolation, something to be aware of to prevent productivity decline.

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The Tech Talk for Accountants Show
The Best Way to Let Go of a Productive Employee from 2022-12-21T15:27:05

The best way to ensure employees are productive is to trust them and judge their output, not by how many hours they clock in.

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The Tech Talk for Accountants Show
The Importance of Having a Dedicated Space to Work In from 2022-12-21T15:25:43

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...

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The Tech Talk for Accountants Show
Ted Needleman- The Value of Solid Backup Practices from 2022-12-19T10:54:43

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...

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The Tech Talk for Accountants Show
Outsourcing accounting and bookkeeping services helps small businesses save time and money from 2022-12-16T11:00:49

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 ...

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The Tech Talk for Accountants Show
Why businesses should outsource their accounting to maintain client trust from 2022-12-15T11:00:02

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 wi...

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The Tech Talk for Accountants Show
Time-saving tips for billing clients efficiently from 2022-12-14T12:04:32

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 ...

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The Tech Talk for Accountants Show
New innovation in billing and back-office tasks offers cloud-based and automated solutions for businesses. from 2022-12-14T12:00:48

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 al...

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The Tech Talk for Accountants Show
Bob Lewis- The Importance of Accuracy in The World of Accounting. from 2022-12-12T11:00:37

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-g...

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The Tech Talk for Accountants Show
Employee Retention: How to Keep Your Best People from 2022-12-09T11:00:45

Investing in employees and helping them to develop and grow their career will result in happier staff and less of a staffing problem.

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The Tech Talk for Accountants Show
Focusing on People Pays Off in Employee Retention from 2022-12-08T11:00:42

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 fir...

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The Tech Talk for Accountants Show
"Managing a remote team? Here's what you need to know" from 2022-12-07T11:00:28

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 challenge...

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The Tech Talk for Accountants Show
"He turned his struggling business into a thriving one by expanding his services!" from 2022-12-06T15:52:12

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 financia...

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The Tech Talk for Accountants Show
Nick Sinclair- Why it is crucial to invest in your employees from 2022-12-05T11:24:13

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, p...

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The Tech Talk for Accountants Show
12 Hours of Free, High Quality CPE! from 2022-12-02T11:00:36

The importance of sharing knowledge is emphasized by the fact that it is free for attendees and provides high quality information.

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The Tech Talk for Accountants Show
How to stay ahead of the curve in the ever-changing accounting and tax industry from 2022-12-01T11:00:02

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 v...

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The Tech Talk for Accountants Show
John's Unique CPA Podcast is a Hit With Industry Insiders! from 2022-11-30T11:00:45

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.

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The Tech Talk for Accountants Show
Two Passionate Beer Lovers Create a Successful Business Together from 2022-11-29T12:54

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. ...

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The Tech Talk for Accountants Show
Randy Crabtree - The Impact of The Podcast on The Industry. from 2022-11-28T11:00:45

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 mana...

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The Tech Talk for Accountants Show
Billing Made Easy: One Source of Truth for ACH and Credit Cards from 2022-11-25T11:00:12

The agreement will generate the invoice automatically, according to the terms, according to everything stated there, and the payment will be automated as well.

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The Tech Talk for Accountants Show
Get your agreements done faster with our new mobile-friendly site! from 2022-11-24T11:00:13

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 agree...

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The Tech Talk for Accountants Show
"Businesses Grow Despite Late Payments" from 2022-11-23T23:21:55

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 w...

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The Tech Talk for Accountants Show
How to keep your business afloat when revenue leakage strikes from 2022-11-22T14:47:37

"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 ...

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The Tech Talk for Accountants Show
Omry Man- The Significance of Having Your Business on Autopilot from 2022-11-21T11:00:17

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 establishe...

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The Tech Talk for Accountants Show
How the music industry's economics have changed over time from 2022-11-18T11:00:35

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 ...

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The Tech Talk for Accountants Show
MLB team successfully changes hands in less than a month from 2022-11-17T11:00

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.

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The Tech Talk for Accountants Show
Interviews with Industry Leaders that will Inspire You from 2022-11-17T06:15:22

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 interesti...

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The Tech Talk for Accountants Show
Making Professional Education Enjoyable: A Company's Goal from 2022-11-16T13:07:55

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.

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The Tech Talk for Accountants Show
Michael Kravshik- The Value of Continuous Education in the Real Estate Industry from 2022-11-14T12:28:09

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 ...

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The Tech Talk for Accountants Show
SEO Success: How to Rank High on Search Engines from 2022-11-11T11:00:01

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 ...

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The Tech Talk for Accountants Show
SEO-Savvy CPE Providers Weathering the Pandemic Storm from 2022-11-10T11:00:02

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 negativ...

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The Tech Talk for Accountants Show
The pandemic spurred Internet marketing tenfold, compressing ten years of advances into two years. from 2022-11-09T11:00:11

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.

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The Tech Talk for Accountants Show
The Early Days of Online CPE Providers: Marketing and Sales Challenges from 2022-11-08T11:21:59

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. Afte...

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The Tech Talk for Accountants Show
Tad Stephens- Foundation in Business from 2022-11-07T10:39:06

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 t...

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The Tech Talk for Accountants Show
"More companies are protecting themselves against cybercrime" from 2022-11-04T10:00:20

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 ...

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The Tech Talk for Accountants Show
How to Get Over Your Fear of Change and Embrace a New Beginning from 2022-11-03T10:00:52

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.

--- ...

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The Tech Talk for Accountants Show
Insurance Industry Aims to Combat Losses with Underwriting Changes from 2022-11-02T10:00:54

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 t...

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The Tech Talk for Accountants Show
Bengal and Pro: Insuring America's Accountants from 2022-11-01T11:23:31

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 gener...

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The Tech Talk for Accountants Show
Rob Ferrini-All About Cyber Insurance and Liability from 2022-10-31T10:00:19

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 kn...

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The Tech Talk for Accountants Show
Accountants Who Use the Product Build Stronger Relationships With Clients from 2022-10-28T10:00:56

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 no...

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The Tech Talk for Accountants Show
Drift's Success Thanks to Their Ability to Solve Client Problems from 2022-10-27T11:26:29

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.

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The Tech Talk for Accountants Show
Travis Co-Founders Create Tool to Help Accountants and Fractional CFOs from 2022-10-25T22:00:35

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.

--...

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The Tech Talk for Accountants Show
Bring Reports to Life with Live Flow from 2022-10-25T14:47:13

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 manu...

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The Tech Talk for Accountants Show
Anita Koimur-The Importance of Having Precise Data in Your Business from 2022-10-24T10:04:01

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...

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The Tech Talk for Accountants Show
The Importance of Staying on Top of Your Books from 2022-10-14T10:00:34

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 ...

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The Tech Talk for Accountants Show
Get an Accurate View of Your Spending by Categorizing Transactions from 2022-10-13T10:00:15

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 purcha...

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The Tech Talk for Accountants Show
Machine Learning Can't Always Categorize Amazon Purchases from 2022-10-12T10:00:48

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 info...

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The Tech Talk for Accountants Show
UNCAT's new app makes syncing transactions from QuickBooks a breeze! from 2022-10-11T12:57:48

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 spreads...

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The Tech Talk for Accountants Show
Brandon Bruce-Time is the Key Thing to Any Business from 2022-10-10T10:00:38

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 Vent...

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The Tech Talk for Accountants Show
Automation Can Help Businesses Reduce Costs and Improve Efficiency from 2022-10-07T10:00:12

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 ...

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The Tech Talk for Accountants Show
How Automation Can Help You Focus on What's Important from 2022-10-06T10:00:40

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 po...

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The Tech Talk for Accountants Show
Get the Most Out of Your Workflow Automation Platform from 2022-10-05T10:00:16

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 breakag...

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The Tech Talk for Accountants Show
Automation by accountants yields positive results from 2022-10-04T13:52:44

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 posit...

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The Tech Talk for Accountants Show
Korey Cournoyer- Fundamentals and Principles Underlying Automation from 2022-10-03T10:00:02

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 sid...

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The Tech Talk for Accountants Show
Integrating Different Software Can Lead to Major Improvements in Efficiency from 2022-09-30T16:08:33

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 ...

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The Tech Talk for Accountants Show
The COVID pandemic has forced businesses to move to telecommuting, which has been great for society and businesses. from 2022-09-29T10:00:26

The benefits of the system are vast, and include increased efficiency, productivity, and work-life balance for your accounting staff.

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The Tech Talk for Accountants Show
The Importance of Having a Good Backup Plan from 2022-09-28T10:00:41

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 ...

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The Tech Talk for Accountants Show
Don't get sold on tech you don't need: focus on business needs from 2022-09-27T14:33:06

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...

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The Tech Talk for Accountants Show
Joshua Holman- The Technical Aspect of Things from 2022-09-26T12:18:48

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, finan...

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The Tech Talk for Accountants Show
Flexible work from home policies attract and retain top talent from 2022-09-23T16:02:14

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...

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The Tech Talk for Accountants Show
The Negative Impact of Disorganization on Productivity from 2022-09-22T10:00:45

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,...

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The Tech Talk for Accountants Show
How to set up their account and to use the system? from 2022-09-21T17:51:55

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 t...

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The Tech Talk for Accountants Show
How does Financial Sense help accounting firms? from 2022-09-21T04:34:12

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 th...

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The Tech Talk for Accountants Show
Shahram Zarshenas- What role does financial sense play in your workflow? from 2022-09-19T10:00:32

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 ...

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The Tech Talk for Accountants Show
Ryan Lazanis-How to Boost Your Business from 2022-09-16T15:25:22

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 o...

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The Tech Talk for Accountants Show
Edgar Espinoza-TaxDome: Everything You Need to Know from 2022-09-16T15:22:04

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...

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The Tech Talk for Accountants Show
Ray McCorvey-What is Employee Retention Credit? from 2022-09-16T15:19:14

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 t...

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The Tech Talk for Accountants Show
Loren Fogelman- The Essence of Value Pricing from 2022-09-16T15:15:21

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...

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The Tech Talk for Accountants Show
"Client-Facing Technologies Are Key to Business Success from 2022-09-09T10:00:38

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 c...

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The Tech Talk for Accountants Show
Various Software Programs That Help with Business from 2022-09-08T13:39:24

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...

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The Tech Talk for Accountants Show
"The Importance of Using Similar Client-Facing Technologies in a Company" from 2022-09-08T13:37:33

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.

--- Sen...

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The Tech Talk for Accountants Show
Why the Real Estate Industry is Recession Resistant (and How Accounting Firms Can Benefit) from 2022-09-08T13:36:36

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 industr...

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The Tech Talk for Accountants Show
Rachel Fisch- Accountants Help Real Estate Agents Succeed by Providing Innovative Tech Solutions from 2022-09-08T13:32:27

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, ...

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The Tech Talk for Accountants Show
"Slow to hire, quick to fire" philosophy pays off in the long run from 2022-09-02T10:00

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 someth...

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The Tech Talk for Accountants Show
The Best Way to Find Good Employees in Today's Job Market from 2022-09-01T18:58:07

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.

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The Tech Talk for Accountants Show
Tips on Getting More of Customers from 2022-09-01T14:59:21

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 earl...

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The Tech Talk for Accountants Show
Ledger Gurus: How a Power Couple Took Over the Accounting World from 2022-08-30T15:12:55

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 th...

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The Tech Talk for Accountants Show
Stephen Brown- What Led To LedgerGurus' Success? from 2022-08-29T11:24:47

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 ...

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The Tech Talk for Accountants Show
New Ways to Improve Client Experience in a Law Firm from 2022-08-26T10:00:19

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, an...

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The Tech Talk for Accountants Show
Lawyer Finds Joy in Helping Others and Standardizing Processes from 2022-08-25T14:45:07

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...

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The Tech Talk for Accountants Show
"Business offers opportunity for growth and development to employees" from 2022-08-24T10:00:41

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 employ...

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The Tech Talk for Accountants Show
QuickBooks and software company improve services from 2022-08-23T13:46:41

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...

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The Tech Talk for Accountants Show
Lynda Artesani- Learning The Fundamentals from 2022-08-22T13:05:45

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 clie...

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The Tech Talk for Accountants Show
Cloud Technology and Apps: How They've Evolved and How You Can Use Them to Your Advantage from 2022-08-19T10:00:32

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...

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The Tech Talk for Accountants Show
The Benefits of Contracts in Business Relationships from 2022-08-18T04:00

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 misunderst...

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The Tech Talk for Accountants Show
How to Manage Scope Creep and Keep Your Clients Happy? from 2022-08-17T10:00:27

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 t...

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The Tech Talk for Accountants Show
Accounting Firm Addresses Industry Issues with Innovative Solutions from 2022-08-16T10:00:50

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...

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The Tech Talk for Accountants Show
Jennie Moore-What Are The Issues In The Accounting Industry? from 2022-08-15T10:55:16

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 recognize...

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The Tech Talk for Accountants Show
The Home Depot: A Company That Benefits From Specialization from 2022-08-12T10:00:32

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 valua...

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The Tech Talk for Accountants Show
Subscription-based pricing models are ideal for reflecting the value of your services. from 2022-08-11T10:00:01

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 ...

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The Tech Talk for Accountants Show
The Benefits of Being Proactive in Business from 2022-08-10T10:00:11

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, ...

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Offering unlimited access allows customers to get the most value from the company from 2022-08-09T12:53:19

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 d...

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The Tech Talk for Accountants Show
Ron Baker- What Is A Billable Hour? from 2022-08-08T10:00:03

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 ...

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The Tech Talk for Accountants Show
"Jetpack Workflow: The Automated Process That Will Make You a More Efficient Manager" from 2022-08-05T10:00:40

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 firefigh...

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The Tech Talk for Accountants Show
Hiring Employees Can Be an Efficient Way to Grow Quickly from 2022-08-04T13:52:13

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 als...

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The Tech Talk for Accountants Show
Reach Your Potential With Productivity Software from 2022-08-03T13:56:01

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. Th...

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The Tech Talk for Accountants Show
"Jetpack Workflow: The accounting, bookkeeping, payroll, and tax firm's best friend" from 2022-08-02T10:00:08

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 be...

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The Tech Talk for Accountants Show
David Cristello-All About Project Administration for Accountants from 2022-08-01T10:28:13

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 pr...

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The Tech Talk for Accountants Show
How to be successful: Plan your year in advance from 2022-07-29T10:00:30

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 block...

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The Tech Talk for Accountants Show
Strategic Planning is Key to Entrepreneurial Success from 2022-07-28T10:00:42

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 ach...

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The Tech Talk for Accountants Show
How to Use Rhythms to Create Powerful Habits in Your Work Life? from 2022-07-27T10:00:08

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 ...

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The Tech Talk for Accountants Show
How to Create a Safe Culture in Your Organization? from 2022-07-26T10:00:46

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 polici...

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The Tech Talk for Accountants Show
Jason M. Blumer- How to Develop a Culture of Safety and Transparency? from 2022-07-25T10:00:58

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 t...

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The Tech Talk for Accountants Show
What Employee Retention Credit Made For? from 2022-07-22T10:22:10

 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 tie...

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The Tech Talk for Accountants Show
How to Qualify for Credit Retention for Accountant? from 2022-07-21T12:24:36

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 individual...

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The Tech Talk for Accountants Show
The Benefits of Retention Credit from 2022-07-21T12:16:36

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 ...

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The Tech Talk for Accountants Show
What Is the Retention Credit for Employees? from 2022-07-19T16:54:04

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 ...

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The Tech Talk for Accountants Show
Ed Kless-All About The Soul of Enterprise from 2022-04-18T11:09:25

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 Alum...

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The Tech Talk for Accountants Show
Ganesh Ranganathan-Robots In The Accounting Industry from 2022-04-12T12:17:39

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 instrum...

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The Tech Talk for Accountants Show
Jason Richelson-Ecommerce Automation and Strategies for The Accounting Industry to Co-exist from 2022-04-04T10:00

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 tw...

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The Tech Talk for Accountants Show
Catherine Tindall-Everything You Need To Know About Covid Tax Credits from 2022-03-28T10:00

Catherine Tindall is the founder of Dominion Enterprise Services. She is a CPA specializing in advanced tax reduction and works with customers to help them save money on taxes while advancing th...

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The Tech Talk for Accountants Show
Guy Pearson-How Practice Ignition Can Help Accountants from 2022-03-21T10:00

Guy Pearson is from Sydney, Australia, and is the CEO of Practice Ignition. He is a passionate, entrepreneurial accountant interested in removing blockages from business processes to attain scal...

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The Tech Talk for Accountants Show
Joel Slatis - All About Time Tracking and Expenses from 2022-03-14T10:00

Joel Slatis is the Founder and CEO of Timesheets.com. Joel started his career in semiconductor manufacturing, where he held a variety of engineering jobs. His next role as the president at WebPe...

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The Tech Talk for Accountants Show
Anup Singh-Workflow Management from 2022-03-07T11:00

Anup has been an accountant for the last 14 years. He has 10 Years of experience in USA offshore accounting. He provides solutions to US clients to set up their internal & Accounting process...

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The Tech Talk for Accountants Show
Amanda C. (Newell) Watts-Marketing and Sales for Accountants from 2022-02-28T11:00

Amanda is a marketing and sales specialist with over 29 years of experience. She owns and operates a very successful training and software company that assists accounting and booking organizatio...

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The Tech Talk for Accountants Show
Blake Oliver - Why Bitcoin is a Terrible Store of Value from 2022-02-21T11:00

Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker. He was designated a "40 Under 40" in CPA Practice Advisor's accounting profession in 2016 and 2017. He is the co-host of t...

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The Tech Talk for Accountants Show
Kirk Phillips - NFT Crypto Space from 2022-02-14T11:00

Kirk Phillips, aka the TheBitcoinCPA, is an entrepreneur, Certified Public Accountant (CPA), and a self-taught woodworker, therefore an artist of sorts in all areas of life. He has been in the c...

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The Tech Talk for Accountants Show
Eric Green - Automate Everything You Can Automate from 2022-02-08T09:38:56

Eric Green is a Tax Attorney, Author, and National Speaker on IRS Civil and Criminal Tax Problems. He is a frequent speaker on tax issues, such as tax audits and conflicts. Eric also hosts a wee...

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The Tech Talk for Accountants Show
Tyler Clark - Understanding The Foundation of Marketing and Sales Aspect from 2022-01-31T11:00

Tyler Clark creates generational wealth and impact for entrepreneurial accountants by systemizing how they attract, win and retain the business of their dream clients. He is a co-founder of Drea...

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The Tech Talk for Accountants Show
Anthony Simonie and Donald Stojack- The Power of Strategy from 2022-01-24T11:00

Anthony has worked with some of the world's most brilliant business minds and can provide his clients with a wealth of information and experience. You will often hear him say, "Results are all t...

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The Tech Talk for Accountants Show
Bruce Clark M&A Tactics and Ideas To Grow your Business from 2022-01-17T11:00

Bruce Clark is the CEO and founder of New Clients, Inc., an international marketing and consulting firm in accounting. He worked as the marketing director of his father's firm, Garden Accounting...

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The Tech Talk for Accountants Show
Grant Bledsoe-Adding Value With a Certified Financial Planner from 2021-12-27T14:00

Grant Bledsoe`s firm, Three Oaks Capital Management, is designed to help our clients plan for the future & ensure their long term financial success. In short, we help people do the very best...

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The Tech Talk for Accountants Show
Lee Reams-Marketing and Your Accounting Firm from 2021-12-20T14:00

Lee Reams II is the founder and CEO of ClientWhys, Inc. ClientWhys is a SaaS developer that delivers sales and marketing automation software to businesses built by word-of-mouth. Applications in...

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The Tech Talk for Accountants Show
Trent Russell- Reaching Your Goals from 2021-12-13T16:00

Trent Russell is the CEO of Greenskies Analytics where he develops value-add and risk-based analytics platforms for Internal Audit departments.

--- Send in a voice message: https://anchor...

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The Tech Talk for Accountants Show
Scott Zarret- Continuing Education in Accounting from 2021-12-06T14:00

With more than 25 years of experience in the accounting profession, Scott Zarret, CPA, is widely recognized for developing innovative and highly successful marketing and sales strategies. S...

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The Tech Talk for Accountants Show
Paul Latham-How to Maximize Your Revenue and Earning Potential from 2021-11-29T14:00

HaydenRock Solutions help CPAs to make the TRANSFORMATION to 21st Century Advisors and become MOST RELEVANT ADVISOR to their clients and MAXIMIZE CPA BUSINESS POTENTIAL.


Most ...

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The Tech Talk for Accountants Show
Chris Farrell- Why Your Product is Important from 2021-11-22T14:00

Chris Farrell is a seasoned technology executive with more than 20 years of leadership experience in finance and accounting. Chris served as the CEO of Nexonia, Inc., the parent company of the N...

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The Tech Talk for Accountants Show
Sham Chaudhry-How to Increase the Value of Your Firm from 2021-11-15T14:00

Sham Chaudhry helps business owners design, plan and implement a simple proven blueprint for better profitability. Accomplished and highly innovative professional with solid experience in headin...

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The Tech Talk for Accountants Show
Sarah Prevost- Managing Your Time as a Serial Entrepreneur from 2021-11-08T15:00

Sarah Prevost is the founder of Mintage Labs, co-founder of Create Collaborate, and co-founder of The Proper Trust. Sarah works with her mother at Mintage Labs, and the duo work with clients who...

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The Tech Talk for Accountants Show
Shawn Parikh- The Benefits of Offshore Staffing from 2021-11-01T13:00

Shawn Parikh is the Founder-Chairman of Entigrity Offshore Staffing. A Chartered Accountant by qualification, he has over 15 years of experience of being a problem solver for small to mid-size f...

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The Tech Talk for Accountants Show
Daniel Moshe- Technology In Accounting from 2021-10-25T13:00

Daniel is passionate about entrepreneurship and small business and equips leadership teams with the tools and technologies to grow their companies. As founder and CEO of nationwide CPA IT servic...

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The Tech Talk for Accountants Show
Nate Hagerty - TaxProMarketer - Building Relationships With Prospects and Existing Clients from 2021-10-18T13:00

Nate Hagerty is the CEO of TaxProMarketer, which was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for u...

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The Tech Talk for Accountants Show
Greg Kyte- The Comedy CPA from 2021-10-11T13:00

In 2016 Greg started Exposure Drafts, a cartoon series for the accounting profession. His cartoons have been featured on GoingConcern.com, and he has created custom cartoons for Intuit and the T...

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The Tech Talk for Accountants Show
Kelli Doorne-Brand Clarity and Consistent Effective Marketing from 2021-10-04T13:00

Kelli Doorne is an experienced marketing strategist who after running a small digital agency looking after local businesses was invited to work in house with a leading law firm and prope...

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The Tech Talk for Accountants Show
Kathryn Horton-Data Analytics and Practical Application from 2021-09-27T13:00

Kathryn Horton is an industry leader in the use of data analytics for audit processes and fraud detection, specifically using Caseware IDEA. Kathryn was the recipient of the2017 U.S. IDEA User o...

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The Tech Talk for Accountants Show
Jennifer Elder - How to Avoid Losing Millions Of Dollars By Having Backup & Disaster Recovery from 2021-09-20T13:00

Jennifer Elder works with proactive leaders and organizations who want to survive, thrive, and adapt to rapid change, risk, and disasters by developing proactive and positive strategies to stay ...

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The Tech Talk for Accountants Show
Joe Woodard - Scaling New Heights & Making Big Money As a Bookkeeper from 2021-09-13T13:00

Joe Woodard is the host of Woodard Institute, Woodard Alliance and one of the world's leading training

conferences for small business advisors called Scaling New Heights(R). In 2012 and 2...

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The Tech Talk for Accountants Show
Joel Bruckenstein - T3 Conference and Investing in Technology from 2021-08-09T13:00

Joel P. Bruckenstein, CFP®, is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3) — formerly Virtual Office N...

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The Tech Talk for Accountants Show
Chris Rivera-Offshore Staffing and Why You Need It from 2021-07-26T13:00

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 a...

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The Tech Talk for Accountants Show
Ford Baker - How to Double Your Revenue Without Increasing Expenses with BaCo Tech from 2021-07-19T14:00

Ford Baker, CPA, has over 35 years of experience in the public accounting industry, with over 20 of experience running a firm, BaCo Group, PLLC. In that role, Ford constantly sought to improve t...

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The Tech Talk for Accountants Show
Rich Jackson - Cyber Security, Data Protection, Work From Home, and SaaS from 2021-07-12T13:00

Rich Jackson is dedicated to helping all organisations and the people who work within them, to understand and embrace the power they hold - in keeping data secure (and the cyber criminals away!)...

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The Tech Talk for Accountants Show
Andrew Hunzicker - Cannabis Accounting And How To Sell Compliance Services from 2021-07-05T13:00

Andrew Hunzicker, CPA is President of CFO Bend. He is an expert in Cannabis startups, CFO services, turnaround strategies, high-growth strategies, capital sourcing, mergers, exits, and wealth pr...

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The Tech Talk for Accountants Show
Kathy Olson - Vault Rooms And Cloud Data Storage from 2021-06-28T12:00

For more than a decade, Vault Rooms has been an industry leading cloud based virtual data room provider. Vault Rooms helps to accelerate complex, information-intensive business transactions and ...

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The Tech Talk for Accountants Show
Elsa Arcilla - SOC Compliance and How To Protect Your Accounting Firm from 2021-06-21T11:39:55

Elsa Arcilla is a Certified Information Systems Auditor and a Certified Common Security Framework Practitioner with a decade of experience in the IT Audit field. She is often consulting on and m...

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Joel Hughes - Right Networks and Cloud Migration & Security from 2021-06-14T10:00

https://www.linkedin.com/in/joel-hughes-122122/

https://www.rightnetworks.com/

Background:
• Proven leader - building high-performance teams, delivering innovative technology p...

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The Tech Talk for Accountants Show
Jonathan Bengel - Naked Tax Talk & Connecting Your Soul to your Offering from 2021-06-07T10:00

https://www.linkedin.com/in/jonathanbengelea/

Jonathan is known as a Business Profit Tax Coach & Teacher extraordinaire, author, and entrepreneur, guiding small business owners throug...

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The Tech Talk for Accountants Show
Tonya Schulte - Construction Accounting & Roundtable Groups from 2021-05-24T13:00

After working in corporate construction accounting for almost 20 years, Tonya decided to create a unique firm - Listen

The Tech Talk for Accountants Show
Dan Henn and the Benefits of a Mastermind from 2021-05-03T13:00

47-Daniel Henn, CPA, PA is the “tax man” behind the firm CPA Rockledge. He is the author of “The No Holds Barred, Candid Talk About Small Business Success In Florida” now available on Am...

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The Tech Talk for Accountants Show
Brady Smith - Optimizing Web Traffic and Getting Leads Through SEO from 2021-04-26T13:00

46-It is absolutely vital that your website is professional, functional, and beautiful. For some time now, Brady has been creating and designing websites for businesses, national non-profits, ca...

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The Tech Talk for Accountants Show
Courtney De Ronde - Three Things that PPP Taught Us About Business from 2021-04-19T13:00

45-Courtney De Ronde is a CPA and Managing Partner at TDT CPAs and Advisors, a boutique advisory and accounting firm for small businesses and nonprofit organizations. She helps overwhelmed, succ...

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The Tech Talk for Accountants Show
Kenny Harper - How to Build Relationships and Get More Leads That Convert from 2021-04-12T13:00

Kenny Harper intends to inspire and empower business advisors to have more Freedom and Fulfillment by leveraging their expertise efficiently and effectively and achieve their full potential. He ...

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The Tech Talk for Accountants Show
Joseph Brunsman - Cyber Insurance and Ways Accountants Can Protect Their Firm from 2021-04-05T13:00

43-Joseph Brunsman is a 2003 graduate of New Mexico Military Institute and a 2010 graduate of the U.S. Naval Academy in Annapolis, MD where he obtained a degree in Systems Engineering with ...

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The Tech Talk for Accountants Show
Brandon Morris - Barons Inc and the Benefits of Quickbooks and How To Secure It from 2021-03-29T13:00

42-Brandon is co-founder/co-owner of Barons', Inc and specializes in hardware/software integration as well as merchant services through and specializes in payments that integrate with QuickBooks...

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The Tech Talk for Accountants Show
Will Lopez-Empowering Accountants w/ People Advisory™ powered by Gusto. from 2021-03-22T13:00

41-Will is the head of Gusto’s accountant community, he advocates for accountants, bookkeepers, and other advisors by unlocking opportunities for his peers to better serve clients of all sizes.<...

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The Tech Talk for Accountants Show
Monique Swansen-Financial insights for med-tech, life science, and cannabis businesses using automation and AI from 2021-03-15T13:00

40-Monique Swansen is a full CFO/Controller partner with defined touch points, she can give you the insights you need to make wise decisions and improve efficiency and profitability.
With ex...

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The Tech Talk for Accountants Show
Alvin Hagerich-Tax, Forensic Accounting, Insolvency and Restructuring from 2021-03-08T13:00

39-Alvin Hagerich is a respected and expert accounting professional with nearly 20 years of experience in both standard accounting functions and specialized endeavors including: insolvency analy...

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The Tech Talk for Accountants Show
Cedrick West-Growing By Developing Strategies and Processes That Increase Cash Flow from 2021-03-01T14:00

38-Cedrick West is a Certified Public Accountant with years of experience in strategic development, process improvement and helps small businesses and non-profits with strategic planning to grow...

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The Tech Talk for Accountants Show
Roland Manuel-President & Chief Tax Strategist at Palm Beach Tax Group from 2021-02-22T13:22:31

Roland has over 18 years of experience helping business owners stop overspending with the IRS. He runs a full-service tax, accounting and planning firm. When was the last time your tax professio...

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Alex Raymond - How to Choose A CRM and Workflow Management from 2021-02-15T14:00:26

37-Alex Raymond launched WestonDEV with his partner Kenneth Segall to pursue their passion of helping startups and businesses.

WestonDEV is a boutique, South Florida based software deve...

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The Tech Talk for Accountants Show
Karen Lake - WFH and Tax Consequences from 2021-02-08T12:35:31

Karen Lake is the leader of State And Local Tax (SALT), research and development tax credit and credits / incentive consulting services with Berkowitz Pollack Brant Advisors and Accountants.
...

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The Tech Talk for Accountants Show
Penny Breslin - BPO, Productivity, and the Pitfalls of Social Media from 2021-02-01T13:00

Penny Breslin is the CEO of Moneypenny, LLC and has experience supporting accounting, tax and bookkeeping offices by providing a remote dedicated staff of accountants and CA`s. Today we will be ...

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Reza Hooda - Working 15 Hours With Pricing Process People and Positioning from 2021-01-25T11:00

34 - In this episode we explore the 4 P's of Pricing, Process, People, and Positioning. Reza walks us through how to improve employee engagement, increase productivity, and work less while achie...

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The Tech Talk for Accountants Show
Paige Papaioannou - Growing A Bookkeeping Business Using Profit First from 2020-12-23T17:36:54

Books by Paige, LLC

Giveaway for TTFA Listeners: https://www.increasemybottomline.com/giveaway

https://www.increasemybottomline.com/

Free IT Audit: http://rushtech.online/po...

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Jon Melloy - Practice Protect and Eliminating the Human Error from 2020-12-07T10:00

31 - Jon Melloy - https://www.linkedin.com/in/jon-melloy-543171140/

Practice Protect delivers IT Systems for Accounting Fir...

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Judie McCarthy - Client Hub and Frictionless Workflows & SaaS from 2020-11-30T10:00

30: Black Friday  / Cyber Monday deal is 90% off first 3 months of Client Hub - https://clienthu...

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Rod Brennan - You're an idiot if youre a criminal using blockchain from 2020-11-10T11:00

28: Free IT Security Audit: http://rushtech.online/podcast

https://www.linkedin.com/in/gerard-rod-ph-d-cfe-brennan-2658363/

https://www.lukka.tech/

rod.brennan@verizon.net Listen

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Prince CPA Group - Accounting Strategies for Home Builders from 2020-11-04T12:00

27: Join us as we speak with Samier Marzouk & Ron Yelland on about issues regarding home builders and ways they can specifically help. We touch on Mainstreet Lending, energy efficiency tax c...

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26: How can accounting firm clients protect their data? (with Michael Solomon) from 2020-10-14T16:10:02

On this episode of the Tech Talk for Accountants Show, Andrew is joined by Michael Solomon, lead accountant at Accounting Personalized. They discuss client information security and how...

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The Tech Talk for Accountants Show
25: What's a password manager and how does a password manager work? from 2020-10-13T16:25:29

Easily managing all of your sign-in information securely is one of the main benefits of a password manager. We all have a tendency to reuse the same passwords and let our guard down for websites...

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24: Technology in accounting - a chat with Chase Vowell from 2020-10-07T18:26:51

On this episode of the Tech Talk for Accountants Show, Andrew Lassise chats with Chase Vowell, Chief Accountant at Flux Accounting. They discuss technology in accounting. 

Flux Accou...

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The Tech Talk for Accountants Show
23: Don't miss these computer updates and avoid data breaches from 2020-10-07T14:01:40

Making sure your computer updates are done regularly is a large component of cybersecurity. Good software developers regularly send out updates for their software.  These computer updates c...

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The Tech Talk for Accountants Show
22: Putting President Trump's taxes into context from 2020-10-01T15:59:12

Andrew Lassise is joined by LuSundra Everett and they are discussing what accountants need to think about as cli...

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20: David Leary discusses QuickBooks apps and more from 2020-09-23T15:49:23

On this episode of the Tech Talk for Accountants Show, Andrew is joined by David Leary, a global small business ecosystem evangelist. They discuss QuickBooks apps and other related topics. ...

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The Tech Talk for Accountants Show
19: What is a private wifi address and why you might care from 2020-09-22T17:33:28

Apple in late 2020 released a new feature for its devices called private wifi addresses. This feature is available for iOS 14, iPadOS 14, and watchOS 7 devices. The goal of this feature is to of...

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The Tech Talk for Accountants Show
18: The Intuit ecosystem and building community in the accounting world from 2020-09-16T19:35:54

Richard Roppa-Roberts joins Andrew on this episode of the Tech Talk for Accountants Show and they discuss the Intuit ecosystem and building community.

Connect with Richard: http://quasarc...

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The Tech Talk for Accountants Show
17: Outsourcing accounting - is it a good idea? from 2020-09-10T20:21:35

On this episode of the Tech Talk for Accountants Show, Andrew is joined by Dean Barta of Barta Business Group. They discuss the topic of outsourcing accounting.  

Dean's company: htt...

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16: Finding clients that work for your accounting firm - a chat with Michelle Weinstein from 2020-09-09T20:21:16

Andrew Lassise is joined by Michelle Weinstein, a sales strategist, on this episode of the podcast. 

They discuss what goes into finding clients that are a good fit for accountants. ...

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The Tech Talk for Accountants Show
15: Consider these things when hiring remote tech support from 2020-09-08T17:13:28

Accounting firms sometimes wonder whether or not they need remote tech support and why that can be better than having in-house IT support.

Once you know which attributes are important in ...

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14: Remote learning - Are your family's children really safe on their computers? from 2020-09-04T16:29:32

Children and grandchildren are heading back to school and oftentimes learning via computer. The new normal also now must include distance learning cyber security tips that we ne...

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13: Common problems small businesses face with their accounting (feat. Will Keller) from 2020-09-03T18:41:48

On this episode of the Tech Talk for Accountants Show Andrew is joined by Will Keller of Scooter Accounting to talk about small business accounting and some of he problems small business face wh...

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The Tech Talk for Accountants Show
12: Things to know about accounting apps (with Heather Smith) from 2020-09-02T14:57:38

Author and Accounting Apps Expert Heather Smith joins Andrew Lassise on this episode of the Tech Talk for Accountants Show to talk about accounting and accounting apps. As always you can listen ...

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11: How likely is a vishing attack to happen to me? from 2020-08-28T16:21:06

Vishing attacks are on the rise, according to federal officials, and can cause real harm to people and businesses. This article from your team at Rush ...

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The Tech Talk for Accountants Show
10: Public WiFi security: Is it possible to be secure on public WiFi? from 2020-08-25T19:11:52

Most of us use public WiFi hotspots but public WiFi security is an easy afterthought. But public WiFi security should be a top priority to avoid the next data breach.

With some basic stra...

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E9: Discussing Canopy, the accounting practice management software with Larry Furr from 2020-08-12T16:12:49

Larry Furr, Chief Product Officer at https://www.getcanopy.com/, joins Andrew Lassise to talk about accounting practice management software and specifica...

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The Tech Talk for Accountants Show
E8: How to grow your accounting firm's business quicker (feat. Mike Michalowicz) from 2020-08-03T17:56:05

In this episode of the Tech Talk for Accountants Podcast Andrew Lassise is joined by Author Mike Michalowicz to discuss how entrepreneurs can grow their businesses quicker, the concept of profit...

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The Tech Talk for Accountants Show
E7: Fax security tips that matter for accountants from 2020-07-30T17:57:45

During the coronavirus pandemic the IRS is accepting the faxing of forms 1139, 1045...

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The Tech Talk for Accountants Show
E6: Use these tips to not become a phishing scam victim from 2020-07-28T17:49:49

Andrew Lassise of Rush Tech Support explains common phishing techniques and how you and your accounting firm's employees can make sure not to fall victim. Need help with your tech support? Call ...

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The Tech Talk for Accountants Show
E5: Why your accounting firm should be in the cloud (feat. Della Hudson) from 2020-07-22T14:05:55

Andrew Lassise is joined by Della Hudson, a UK-based cloud accountancy expert, on this episode. They discuss why accounting firms should be in the cloud, what that means and how to get started. ...

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The Tech Talk for Accountants Show
E4: Pricing strategies for accountants (feat. Rhondalynn Korolak) from 2020-07-15T12:53:05

Andrew Lassise is joined by Author Rhondalynn Korolak to discuss pricing value strategies for accountants and more.  You can buy Rhondalynn's book on the topic here: Listen

The Tech Talk for Accountants Show
E3: How do I know if my customer data was breached from 2020-07-07T17:29:53

In this episode of The Tech Talk for Accountants Show Andrew Lassise discusses this topic and offers tips on how accountants can spot data breach issues.   Andrew is the CEO of Rush Te...

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The Tech Talk for Accountants Show
E2: The importance of fast support from your IT provider from 2020-07-01T12:54:05

Rush Tech CEO Andrew Lassise (https://rushtech.online/about-andrew-lassise/) shares the importance of fast IT action and how accounting firms can accomplish that.

When a computers or a ne...

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The Tech Talk for Accountants Show
What accountants must know about managed services from 2020-06-23T20:09:50

Rush Tech CEO Andrew Lassise breaks down the common tech problems accounting firms face and how managed services can help avoid issues....

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