117 ⎸ [SYSTEMS] Scrutinize with John Rea episode artwork

EPISODE · Sep 27, 2023 · 41 MIN

117 ⎸ [SYSTEMS] Scrutinize with John Rea

from The Ambitious Bookkeeper Podcast · host Serena Shoup, CPA

In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments.In this episode you’ll hear:the inspiration behind Scrutinize & a detailed look at its featuresbest practices for ensuring security when using cloud servicesvarious use cases for implementing ScrutinizeResources mentioned in this episode:Scrutinize (Sign up for a free 14-day trial and use the promo code AMBITIOUS25 to get 25% off your first 12 months!)Older podcast where I dive into cyber security with an insurance broker: What kind of Insurance do Bookkeepers Need? With Jock WolsAbout John:My name is John. I grew in a small town in north Texas and moved to Austin at 17 with plans to be a rockstar guitar player. It turns out you actually have to practice to be a rockstar, so that fell through. After spending a few years idling about, I decided to get serious and finished my BA in Finance at St. Edward's University.I spent most of my career in various roles across the accounting and finance functions, learning as much as I could about how to use data to drive more strategic decisions that led to better outcomes for the businesses I worked with. In 2018 I started my own fractional CFO and bookkeeping firm, which is where I ran into the idea that eventually became my current focus - Scrutinize - which is a platform we built to provide bookkeeping quality assurance by automating ledger reviews.I still live in Austin, TX with my wife, son, and dopey Staffy.Connect with John:Follow on Twitter @johnrea88Sign up for a free 14-day trial of Scrutinize and use the promo code AMBITIOUS25 to get 25% off your first 12 monthsThanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeperFor more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:Visit our website: ambitiousbookkeeper.comFollow the Blog: ambitiousbookkeeper.com/blogConnect on Instagram: instagram.com/ambitiousbookkeeperConnect on LinkedIn: Linkedin.com/in/SerenaShoupConnect on Facebook: Facebook.com/serenashoupcpaThank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.Podcast Publishing Tools we use:Podcast Editing: Sabr Media LLCDescript (affiliate link)Buzzsprout (affiliate link)Respond to The State of the Virtual Bookkeeping Industry Survey: https://www.ambitiousbookkeeper.com/surveyOpt in to get the report or just skip straight to the survey! Either way, we appreciate your support.  Listen to the FREE Private Podcast >>The Summer Sale for Dubsado Decoded is July 6 - 12 so mark your calendar!

In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments. In this episode you’ll hear: the inspiration behind Scrutinize & a detailed look at its featuresbest practices for ensuring security when using cloud servicesvarious use cases for implementing ScrutinizeResources mentioned i...

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117 ⎸ [SYSTEMS] Scrutinize with John Rea

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This episode is 41 minutes long.

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This episode was published on September 27, 2023.

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In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing...

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