PODCAST · news
The Tech Talk for Accountants Show
by Tech 4 Accountants
On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more information visit us at https://tech4accountants.net/
Episodes
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Episode 377: Maya Weinreb - Challenges & Misconceptions in the Bookkeeping Industry
In this episode, I am joined by Maya Weinreb, the founder of Solvency Now, to discuss her journey from being a full-charge bookkeeper to running a successful remote bookkeeping business. Maya shares her insights on the challenges and misconceptions in the bookkeeping industry, the cultural…
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Episode 376: Loren Fogelman - Transform Your Accounting Firm with the Value Pricing Model
In this episode, I am joined by Loren Fogelman, a renowned business coach at Business Success Solution, recognized by HubSpot as one of the world’s top 22 business coaches. Loren shares her expertise in transitioning accounting firms from the traditional hourly billing model to a value-based...
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Episode 375: Amy Vetter - Achieving Work-Life Harmony with the B3 Method
In this episode, I explore the B3 Method (business, balance, and bliss) for achieving work-life harmony with special guest Amy Vetter, a CPA, entrepreneur, and yoga teacher. Amy shares her journey from a traditional accounting career to incorporating yoga and mindfulness into her life and…
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Episode 374: Orin Schepps - Streamlining Accounting Processes with Consultance
In this episode, I got to sit down with Orin Schepps, the CEO & Founder of Consultance, who believes in the power of financial clarity and strategic insights to drive organizational and business success. Today we discuss the role of technology in modern accounting practices, covering the…
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Episode 373: Randy Crabtree - Inside the 2nd Annual Bridging the Gap Conference
In this episode, I got to sit down with Randy Crabtree, the co-founder of Tri-Merit Specialty Tax, Host of the Unique CPA Podcast and Bridging the Gap Conference, and Keynote Speaker. We discussed Randy’s background in accounting and what led him to start Tri-Merit. He shares the overview of the...
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Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance
In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios,...
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Episode 371: Jackie Meyer - Tax Planning in the Digital Age
In this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning...
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Episode 370: Angela Meharg - Datisfy’s Quest to Solve QuickBooks Woes Using Custom Reports
In this episode, I got to sit down with Angela Meharg, one of 2024’s Top 50 International QuickBooks ProAdvisors. Angela is neither a bookkeeper nor an accountant but she is definitely accounting-adjacent. Her company, Datisfy, focuses on one single thing: Custom Reporting for QuickBooks and…
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Episode 369: Melissa Miranda - Empathy-Driven Accounting
In this episode, I got to sit down with Melissa Miranda, CPA, wife, mom, and business owner, to discuss the often overlooked aspects of empathy and communication in the accounting field. As the owner of Step By Step Accounting, recently named a top 50 Woodard Accounting Firm, Melissa shares her...
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Episode 368: Kelly Gonsalves - Scaling Your Firm with Automation and AI
In this episode, I got to sit down with Kelly Gonsalves, a QuickBooks Pro Advisor and the founder of Totally Booked. Her mission is to assist every small business in becoming more profitable by utilizing efficient accounting processes. We dive into her insights on scaling an accounting firm…
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Episode 367: Ajoy Krishnamoorthy - Transforming Inventory Management with Cin7's Intelligent Platform
In this episode, I got to sit down with Ajoy Krishnamoorthy, the CEO of Cin7, a fully integrated, cloud-based inventory management software that streamlines stock management across multiple channels. We dive into the key benefits of implementing an intelligent inventory management system,...
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Episode 366: Paul Hamann - Myths Around Reasonable Compensation
In this episode, I got to sit down with Paul Hamann, the Founder and President of RCReports. He has more than 13 years of experience in providing online solutions for determining Reasonable Compensation for Closely-Held Business owners. We discuss the often misunderstood topic of reasonable...
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Episode 365: Scott Scarano - The OK Rapper from Accounting High
In this episode, I get to chat with Scott Scarano, an accountant and rapper known as the "OK Rapper." Scott shares his unique journey from a traditional accounting background to embracing his passion for rap music and performing at accounting conferences. He delves into how leveraging technology...
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Episode 364: Lukas Sundahl - The Accounting Career Path: Beyond the Traditional CPA
In this episode, we delve into the diverse paths one can take within the accounting profession. Our guest, Lukas Sundahl, shares his own unconventional journey, starting as a personal trainer to transitioning into accounting through an MBA and CMA certification. Lukas emphasizes the importance of...
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Episode 363: John Higgins - Microsoft Copilot & Generative AI Opportunities for CPAs
In this episode, we dive into the rapidly evolving world of generative AI and its implications for the accounting profession. My guest, John Higgins, a Strategic Technology Advisor, Coach and Author, shares his insights on how AI tools like ChatGPT and Microsoft's Copilot can augment and enhance...
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Episode 362: Adam Lean - The Pathway to Profitable Accountant Advisory Services
In this insightful episode, we delve into the world of client advisory services and how accountants can break free from the commoditized nature of traditional accounting services. My guest, Adam Lean, CEO of The CFO Project, shares his journey from being a former accountant to a two-time...
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Episode 361: Crypto Tax Prep: A Game-Changer for Accounting Firms with Brian Ernest & Mike Ring
In this eye-opening episode, Brian Ernest and Mike Ring, co-founders of Blockchain Crypto Tax Prep, provide invaluable insights into the complex world of cryptocurrency taxation. As the adoption of digital assets continues to surge, accountants find themselves grappling with the unique challenges...
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Episode 360: Gaynor Meilke - How Lead Generation Works in B2B
In this episode of the Tech Talk for Accountants Show, I am joined by business strategist and certified business coach, Gaynor Meilke to explore marketing approaches and strategies tailored for accounting firms and professionals. We discuss common blind spots in accounting firm marketing such as...
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Episode 359: Nancy McClelland - Breaking Down Barriers Between Bookkeepers and CPAs
Nancy McClelland, AKA "The Dancing Accountant," joins us to discuss ways bookkeepers and CPAs can work better together to serve their shared clients. We talk about the historical divides between these professions and how modern technologies like Keeper and Right Tool are making new levels of...
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Episode 358: Janelle Charriere - Growing Your Business with Strong Boundaries
Janelle Charriere joins me to discuss strategies for growing an accounting firm, including how to set boundaries with clients. We talk about when and how to start saying "no" to undesirable clients, the importance of niche focus, and best practices for firm processes and security. Janelle shares...
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Episode 357: Isaac Perdomo - Process Automation and Software Integrations for Accounting Firms
Dive into how accounting firms can drive efficiency through process automation and software integrations. We explore low-hanging fruit like client onboarding as well as more advanced projects like syncing sales channels to general ledgers. Discover a framework for prioritizing automation based on...
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Episode 356: Matt Banker - How To Turn Free Advice Into Paying Customers
Should you give away your best advice for free? We discuss why sharing your expertise openly can actually gain you more clients and credibility. Learn how to position yourself as the trusted guide - not the hero - when marketing professional services like accounting. Discover opportunities beyond...
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Episode 355: Amanda Connolly - CPA Charge Eliminates Payment Headaches for Accounting Firms
Getting paid shouldn't be a chore for accounting firms. Today’s guest, Amanda Connolly, and I discuss how firms can effortlessly collect client payments online. We discuss the importance of niche payment solutions tailored for the accounting industry, including key features like payment plans,...
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Episode 354: Bryson Webster - The Future of Accounting: How Canopy is Leading the Way
In this episode, I talk with Bryson Webster, VP of Partnerships & Strategy at Canopy, about how they are helping accountants leverage AI to automate workflows in my accounting firm. We discuss how Canopy built an end-to-end practice management suite to eliminate the hassle of disjointed tools…
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Episode 353: Nellie Akalp - Streamlining Business Formation and Taxes for Accountants
Today's episode explores how accountants can expand their service offerings through strategic partnerships, specifically in the area of legal filings and business formation. We discuss the importance of providing value-added services to clients, beyond just tax preparation and bookkeeping. By...
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Episode 352: Andy Root: Building Strong Client Relationships Through Advanced Accounting Tech
Welcome to another episode of the 'Tech Talk 4 Accountants Show,' where we explore the intersection of accounting and cutting-edge technology. Today's episode, 'Andy Root,' is brimming with insights for accountants aiming to enhance their firms through tech solutions and meaningful relationships....
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Episode 351: Will Hill- The Significance of Having a Business Process Documented
Will has more than 20 years of experience working with tax and accounting companies to enhance their business strategies, daily operations, and customer interactions. Will was named one of the Top 100 Most Influential People in Accounting by Accounting Today in 2021. Will Hill Consults was…
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Episode 350: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology (Repurpose)
🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for...
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Episode 349: Isaac Smith - Unlocking Global Talent: Offshoring Success in Accounting
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, showcasing the dynamic nature of the discussion. Delving into the relevance and advantages of…
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EP 348: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment (Repurpose)
Giles Pearson, the CEO and co-founder of Accountests, a company that specializes in skills assessment and training for CPAs. The interview focuses on the role of AI in the accounting industry and how it can be used to streamline processes, reduce errors, and improve efficiency. The effect of AI…
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Episode 347: Lance Brandow-Small Stock Pro: Inventory Software Made Easy
Lance Brandow is the creator of Brandow Consulting, a QuickBooks inventory software assessment and implementation company specializing in the following software programs: MISys Manufacturing, Method:CRM, Fishbowl Inventory and Cin7. With over 15 years personal experience with Fishbowl Inventory…
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Episode 346: Alison Ball-Simplified Tech: Making Complex Tasks User-Friendly
Alison is an effective connector and communicator. It takes both art and science to develop and manage results-driven influencer based PR, content marketing initiatives, ambassador programs, and experiential marketing campaigns. The science is in the plan, sequencing, messaging, and measurement,...
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Episode 345: Katie Thomas-Mastering the Art of Social Media: Choose, Connect, Converse, Create
As the founder and owner of Leaders Online LLC, Katie Thomas, CPA is a recognized expert in content production, digital marketing strategy, and public speaking. She was recognized in 2021 as one of the Top 50 Women in Accounting and one of the 40 Under 40 by CPA Practice Advisor. Prior experience...
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Episode 344: Jeremy Wood-Harmonizing Innovation and Stability: The Business Balancing Act
Jeremy Wood is from Firm 360, the all-in-one practice management software, and an advisor. They aim to keep solid connections with the people we help. They are aware that to do that, they must gain the respect of every single client. Because of this, they work hard to satisfy and even beyond all…
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Episode 343: Jason Richelson-Streamline Success: Automating Accounting for Modern Firms
Jason Richelson is the Co-Founder and CEO of Bookkeep, an automation platform for accountants, bookkeepers, and business owners. He has spent the last 20 years extremely knowledgeable about accounting, business automation, and payment methods. Before founding firms like InternetCash.com, The…
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Episode 342: Tom Wheelwright-Tax Mastery: Winning Strategies for Business Owners and Investors
The visionary and best-selling author Tom Wheelwright, CPA, is behind numerous businesses focusing on wealth and tax strategies. Tom is also a well-known platform speaker, a prominent authority on partnerships and company tax methods, a published book, and a pioneer in wealth education. In his...
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Episode 341: Dave Olsen-Charting a Course to Success: Navigating Leadership and Vision in Business
He is the Nimbl founder and CEO. They are committed to freeing up leaders' time so they can concentrate on having the impact they want to see in the world. He is a CPA in both the US and Canada, so he is familiar with accounting and has experience starting a firm. Nimbl began with only him…
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Episode 340: Rory Henry-Mastering Wealth: Navigating Financial Planning, Accounting, and Behavioral Finance
Rory has more than 15 years of experience working as a tax and financial counsellor. In order to provide holistic wealth management services, he has developed the AFO Wealth Management Forward program, which collaborates with accounting companies. Technology enthusiast Rory is skilled at...
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Episode 339: Bryson Webster-AI: Pioneering the Next Generation of Technology
The position of VP of Business Development and Corporate Strategy at Canopy was first held by Bryson Webster in 2022. Before that, from 2022 to 2021, they served as Bolt's Director of Strategic Partnerships. Bryson served in several capacities at Adobe between 2021 and 2011, including Principal,...
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Episode338: Judie McCarthy-ChatGPT Unleashed: A Dive into Conversational AI
Judie is a qualified accountant and a member of the Client Hub founding team. She is aware of many of the difficulties faced by the accounting profession when dealing with SMB clients. She created a user-friendly yet effective platform that offers businesses a completely new approach to…
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Episode 336: Eric Green - Unlocking Profit Potential: Tax Representation in the AI Era
Tax attorney Eric Green from the Tax Rep Network. They explore how tax representation has become increasingly relevant in the face of AI advancements and the IRS's focus on non-filers and taxpayers with balances. Green stresses the value and profit potential in tax rep practice while shedding…
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Episode 335: Paul Hamann-Unmasking the Truth: Misconceptions about Wages and Salary
Paul is the founder and president of RCReports, Inc., a business that offers consulting services and software solutions for Reasonable Compensation to the accounting sector. The first online tool for creating Reasonable Compensation for Shareholder-Employees of S Corps, RCReports.com, was...
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Episode 334: Ellen Choi-AI Chat GPT: Revolutionizing Accounting – The Future Unveiled
Ellen Choi is cofounder and COO at Aiwyn. She assists businesses that provide professional services in accelerating their cash flowand providing exceptional client service. The mobile location-based gaming firm Booyah, which was funded by KPCB and Accel, employed Ellen as its Senior Director of...
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Episode 333: Tonya Schulte-Mastering the Niche: Establishing Authority in your Field
Tonya Schulte, the co-founder of Schulte and Schulte, LLC, had gained enough experience working for nearly 20 years in the corporate world of construction to "bring it home" and launch her own business. She is a mother of three "office helpers" who serve as catalysts to keep her active. She is...
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Episode 332: Samantha Hallburn-Unlocking the Magic of Money: Understanding How it Works and Why it Matters
Samantha Hallburn is the founder and owner of PBS Accounting and Tax Solutions, as well as Simplified Accounting Management, Inc. Samantha, has more than 10 years of sales, marketing, and public relations expertise. She eventually made her way into banking and lending and works with entrepreneurs...
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Episode 331: Stephen Brown- What Led To LedgerGurus' Success? (Repurpose)
Stephen Brown- What Led To LedgerGurus' Success? Stephen Brown is the co-founder and COO at LedgerGurus. Stephen never intended to work in accounting, but Brittany, his wife, gradually persuaded him to do so full-time. Stephen is committed to expanding and scaling the company as a chief operating...
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Episode 330: Randy Crabtree - The Impact of The Podcast on The Industry. (Repurpose)
Randy Crabtree is a well-known author, lecturer, and podcast host in the accounting industry. He is also a co-founder and partner of Tri-Merit Specialty Tax Professionals. Before joining Tri-Merit, Crabtree was the managing partner of a CPA firm in the greater Chicago area. In addition to working...
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EP 329: Vangelis Kyriazis-All about Advisory Services, Reporting, and Data Insights (Repurpose)
Vangelis Kyriazis is the Co-Founder and CEO of Syft Analytics. He previously worked as a CA Articles at Investec. He also studied at Witwatersrand University. He launched Syft on January 17 and has had over 3,500 companies sign up for the platform. Software for reporting and data analytics, Syft...
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EP 328: Erik Solbakken - The Four Pillars of Wealth Management (Repurpose)
Erik Solbakken is an author, coach, and creator of the Accountant Success Formula, an executive-level program for CPAs. Erik's tried-and-true system aids accountants in maximizing their earnings and obtaining the best clients while acquiring the time and flexibility they deserve. His current...
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EP 327: Nick Chandi - Unleash the Power of Real-Time Payments: Say Goodbye to Slow Settlements!
🎙️ 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 groundbreaking real-time payment enabled cashflow management tool designed exclusively for small and...
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ABOUT THIS 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/
HOSTED BY
Tech 4 Accountants
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Frequently Asked Questions
How many episodes does The Tech Talk for Accountants Show have?
The Tech Talk for Accountants Show currently has 376 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Tech Talk for Accountants Show about?
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/
How often does The Tech Talk for Accountants Show release new episodes?
The Tech Talk for Accountants Show publishes regularly with 376 episodes available. Check the episode list for the typical release schedule.
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You can listen to The Tech Talk for Accountants Show on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Tech Talk for Accountants Show?
The Tech Talk for Accountants Show is created and hosted by Tech 4 Accountants.
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