The Tech Talk for Accountants Show (Tech 4 Accountants)

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 exploring different accounting designations, such as the CPA and CMA, and how they can complement each other in building a well-rounded career. He also discusses the impact of emerging technologies like AI on the accounting landscape, highlighting how these tools can free up accountants to focus on higher-level strategic analysis and decision-making.

This episode offers a refreshing perspective on the accounting profession, showcasing the wealth of opportunities available for those willing to think outside the box. Whether you're a student considering an accounting career or an experienced professional seeking new avenues, this discussion provides valuable guidance on navigating the evolving landscape of the accounting industry.

Guest Information:

Lukas Sundahl - Accounting Storyteller

LinkedIn: https://www.linkedin.com/in/lukasnsundahl/    

Webiste: https://www.accountingcouture.com/   

Contact Andrew Lassise (Host): 

Email: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/

Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

Matt Vaadi is a multi-award-winning human resources executive with over 15 years of expertise in the field of human resources solutions and software. He is passionate about assisting organizations in engaging, retaining, and growing their most valuable asset – their employees.

At guHRoo, they help small businesses simplify their payroll, HR, and benefits. They are a mission-driven firm that donates 5% of its profits to charity. They founded the business to make a difference in our community.

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 and influencing combined with his competitive nature makes him a strong leader for the accounting community.

Stephen Brown is the co-founder and COO at LedgerGurus. Stephen never intended to work in accounting, but Brittany, his wife, gradually persuaded him to do so full-time. Stephen is committed to expanding and scaling the company as a chief operating officer at LedgerGurus. At LedgerGurus, where they are passionate about assisting businesses in developing and succeeding, he saw a chance to help Brittany do something extraordinary and one-of-a-kind.

Since 2014, they have freed small- to medium-sized businesses from the stress of accounting. They decided to become highly specialized in e-commerce accounting after early recognition of its distinctive features. Apps and accounting software are essential to their ability to assist clients successfully. With all the integrations, settings, and ongoing adjustments, utilizing the most superior technology is not an easy task. They combine their accounting experience with the greatest accounting technology to give firms accurate financials.

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.

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

Jonathan is known as a Business Profit Tax Coach & Teacher extraordinaire, author, and entrepreneur, guiding small business owners through the darkness of taxation; transforming their business and personal lives to Financial Happiness.

He is the host of Naked Tax Talk, where he bares down to the naked truth behind your taxes, the founder of JB Financial LLC, and the author of "The ABC's of Deductions: An Entrepreneurs Guide to Tax Write-Off's." He guides businesses to financial savings and success via his consulting services (JonathanBengel.com) and an online 5-week program, Rapid Tax Savings Formula (tm), built around the 5 pillars of profit. As Jonathan says, "Let's remember why we went into business, it's all about moocho moocho dinero."
Who Needs to Work with Jonathan
 Women and a few good men; established entrepreneurs
 Business owners who want to be more productive/efficient, saving money and knowing the best financial formula.
Alliances for Jonathan
 Bankers, financial advisors, payroll outsourcing
 Podcasters or other social media outlets
Services
 Coaching and Online courses
 Proactive tax planning
 Books
Results to Expect
 Step into the light of the Powerful Profits, Acceptance of Worth and Value, and believe they are the CEO they were born to be.
 Profits, and mitigating taxes downward.
 On average, he saves his clients over $182,256 (and change) a Year-AFTER-Year.
 Those making $100K can expect to see an average savings of $20K, $150 – $250K see an average savings of $77K, and those between $250 to $500K see $100K in savings.
 Over Half-Million will see multi-six figures. SAVINGS Year – AFTER – Year.
Action
(602)456-7667, info@jbfinancialllc.com
Facebook: https://www.facebook.com/JonathanBengelEA
YouTube: https://www.youtube.com/nakedtaxtalk
Instagram: https://www.instagram.com/nakedtaxtalk/
https://www.jonathanbengel.com
Allow Jonathan to guide you through the darkness of taxation and shine the light to financial happiness. He has a woman’s heart that knows and feels what is right. You deserve only the best.

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

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

Practice Protect delivers IT Systems for Accounting Firms through the provision of projects, services and products

Specializing in data security, workflow efficiency, new generation applications and multi location workforce requirements, Practice Protect is at the forefront of supporting Accounting Firms in a time of accelerating technology adoption and increasing clients demands.

Partnering with a global network of Accounting Firms ensures Practice Protect is able to understand the unique challenges and opportunities within the industry and ensures the most advanced services and solutions exist in support of these.

Practice Protect Online (PPO) is a market leading product designed to ensure Accounting Firms have the most advanced online data security and convenience of access.
PPO is the front line of defense against the increasing threat of Cyber Crime within the Accounting Industry.

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

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

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, your team can access related emails, documents, meeting notes, contact information, passwords, and apps with just one click.

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 development company that partners with small businesses to provide affordable tech solutions like mobile and web apps to improve customer relations and increase revenue.

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.

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 Amazon.com. He has over 20 years of tax experience that is used to help the firm’s clients save taxes related to federal and state income taxes, state sales and use taxes, and property taxes.

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

There were three things to work out as well as the clients. The first is knowing how to network, market, and communicate value, mainly if you are an introvert or an extrovert. The second tip is how to sign up new customers even if you don't want to be a salesperson. The third section covered determining how much to charge for your services. To avoid feeling like a slave to your company, county professionals should also communicate value, be able to sign up new customers without being pushy, and price services competitively. So Loren made his way in this direction.

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%.

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

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

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 of geeky CPAs, bookkeepers, and programmers. Because of the tech-oriented, scalable platform in place, Xen Accounting was acquired by a large European corporate services firm after only five years. Ryan founded Future Practice in 2018 to assist accountants in rapidly growing their own modern, scalable firm.

In 2021, he launched Future Firm Accelerate, an online coaching program that combines online courses, online coaching, and an outstanding community of forward-thinking firm executives worldwide to help them get to their desired destination faster.

For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/

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 not expect it on the night. After nine years of working in the business, the accountant who used the product is more experienced now.

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 knowledge to assist CPAs, attorneys, financial planners, and other professionals in locating the correct insurance suited to their needs.

He has recently lectured on information security and data breach coverage at the CPA Firm Management Association Conference (2018), AGN International (2019), and AIPCA & CIMA, among other national conferences (2019). In addition, Rob has owned several small businesses in the retail and service sectors. From this experience, he has gained invaluable first-hand knowledge of the particular difficulties, dangers, and requirements of professional service enterprises.

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 instrumental in its success since its beginnings. He has over 21 years of experience working in Fortune companies in finance, operations, marketing, and management positions.

Integra Global Solutions was created in 2004 and had operations in the United Kingdom, the United States, Canada, and India. Rajesh Velayuthasamy (Raj), Ganesh Ranganathan, Ram Prakash, and Aravind Kumar formed Integra. Ganesh is in charge of US activities. They specialize in offering cost-effective outsourcing solutions to small and medium-sized enterprises in the United Kingdom, the United States, Canada, Australia, and Ireland. Both India and the United Kingdom have qualified bookkeepers and accountants.

For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/

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 include websites for accountants, email newsletters, social media automation, secure client portals, marketplaces and tax and financial web content.

In November 2014, ClientWhys relaunched TaxBuzz.com, an online marketplace where taxpayers connect with five-star rated tax professionals. In 2018, ClientWhys launched CountingWorks.com, where business owners can instantly compare thousands of trusted accounting professionals to find their best match. Over 300,000 taxpayers and business owners have been matched with trusted tax and accounting professionals, with traffic growing exponentially.

Lee is a prolific blogger, a member of the Forbes Finance Council and provides year-round training and consulting to thousands of CPAs, EAs, and tax accounting professionals.

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.

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 companies. They explain how beginner SEO is helpful for understanding how a company is being found and how they want to be found. They also mention the importance of diversifying a client base. This episode is packed with useful information for anyone looking to get started in marketing.


-How to get started with marketing
-The importance of SEO for businesses
-How to diversify your client base

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 policies and changes.

Go to: www.tech4accountants.net

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, profitability, people, and time. His interest is assisting accounting firms in developing outstanding employees, giving them more time, ability, and capability to impact the SME communities positively they serve worldwide.

Small and large international organizations can get specialized outsourced accounting talent from TOA Global. Put the abilities of their employees to work for you. Based on a comparison of the employee sizes at the top 5 Philippine accounting firms, TOA Global is currently one of the country's largest employers in the accounting sector.

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 them understand how their business is growing and changing.

Go to: www.tech4accountants.net

For this episode, we welcome back Joe Woodard, the CEO of Woodard. He has trained over 125,000 accounting and business professionals in practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their firms as an author, consultant, business coach, and national speaker.

Joe is the host of the Woodard Institute, Woodard Alliance, and Scaling New Heights, one of the world's leading training conferences for small business advisers. He was named one of Accounting Today's Top 100 Influential People in the Accounting Profession in 2012 and 2014-2020.

For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/

There are some of the things that happen as far as the mindset piece. The third part of the mindset piece is that the rates you charge reflect your self-worth, and low rates, low self-worth as far as the value you see you're bringing to the table isn't a good or bad thing. It's just something that happens. Our self-worth influences what we charge for our services.

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 first and other topics of interest to accountants. You can listen wherever you listen to podcasts and even ask Siri to "Play the Tech Talk for Accountants Show podcast."

We discussed among other topics:

• Why does the entrepreneurial gap exist and how to overcome it?
• How to make entrepreneurship a success
• Who wants to be an entrepreneur?
• How to delegate
• Pain driven decisions

For more insights visit our blog: https://rushtech.online/blog/

Need help with your managed services for your accounting firm, contact us here: https://rushtech.online/contact/

Mike's books: https://rushtech.online/podcast/books/

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.  

Think about your client roster and think about the person you love talking to. The client you love working with. "You love when you pull their file and work on their business," Michelle said. "You love that they tell you how much they appreciate you and your knowledge." 

Make a list of 20 attributes of that clients. That's your perfect client that you want to go after.  

Michelle offers more tips on the topic of finding clients - good ones - on this episode!   

Check out Michelle's podcast The Abundant Accountant here: https://theabundantaccountant.com/abundant-accountant-podcast/ 

Check out more episodes of our podcast here: http://rushtech.online/podcast  

Need remote tech support for your accounting firm? Contact us here: http://rushtech.online/contact

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 the owner is at the unit and is making the decision because he wants to be able to have the visibility to know.

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 of geeky CPAs, bookkeepers, and programmers. Because of the tech-oriented, scalable platform in place, Xen Accounting was acquired by a large European corporate services firm after only five years. Ryan founded Future Practice in 2018 to assist accountants in rapidly growing their own modern, scalable firm.

In 2021, he launched Future Firm Accelerate, an online coaching program that combines online courses, online coaching, and an outstanding community of forward-thinking firm executives worldwide to help them get to their desired destination faster.

For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/

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 users.

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

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

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, Anita developed a passion for startups and saw how crucial it is for companies to understand finance. It struck a chord with her so firmly that she is currently developing LiveFlow.io, a hub for automating your business finances.

She solidified Rewards' status as a platform for data-driven customer acquisition for partners and a method of consumer engagement for Revolut. Anita oversaw the product distribution to thirteen regions across EMEA, the US, and APAC. Anita, a global citizen, was granted a Global Talent Visa in the UK.

To find more about Anita: https://www.liveflow.io/solutions/accountants

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

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

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

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 holding a position at Scotiabank, Michael finished his MA in international affairs with a focus on counterterrorism.

Engaging talks with business professionals are recognized as verified professional development on the LumiQ mobile podcast app. We've transformed professional education into something it's never been before: fun. It includes a beautiful mobile app, automatic documentation monitoring, and new episodes every week.

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.

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 skills and responsibilities the employer is looking for, and then adapting your template resume to fit those requirements.

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

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 offshoring in the accounting industry, the podcast highlights the success of a company that hires remote workers in the Philippines for accounting firms. Discover the benefits of direct hiring, the evolving perception of offshoring, and the importance of hiring based on skills and attitude. Gain insights into the quality of hiring in other countries for remote work and the significance of effective communication.

Explore the financial advantages of outsourcing to countries like the Philippines and the positive ripple effects of empowering individuals through work. Challenge the notion of entitlement in local talent and embrace the value of recognizing the humanness of all employees, regardless of their location. Don't miss this fun-filled episode of the Tech Talk for Accountants show!

hireteamup.com

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.

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

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 compensation for S corporation owners. We dispel common myths like the 50/50 rule for wages vs. distributions and explain how to properly determine a defensible reasonable compensation amount. Paul shares insights from his company's expertise in this niche, including the legal risks of getting compensation wrong and the tax/retirement planning benefits of getting it right. It's an engaging conversation packed with practical tips for advisors and entrepreneurs alike on navigating this key compliance issue.

Guest Information:

Paul Hamann - Founder of RCReports

LinkedIn: https://www.linkedin.com/in/paulrcreports/ 

Website: https://rcreports.com/ 

Contact Andrew Lassise (Host): 

Email: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/

Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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 firms can retain employees by focusing on their people.

-What is the focus of the podcast?
-How can firms better retain employees?
-What are the benefits of investing in employees?

Taxdome automates client sign-up. If you start automating that process, they might begin to have clients sign up on their own using a link if they already have a portal where they have to enter clients manually. They receive instructions through email after signing up. The easiest thing to automate is that. Once that occurs, though, individuals begin to form concepts in their minds and become unwilling to return.

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 heading business analysis and business architect activities to encourage business optimization that help companies to grow cash-flow and profits.

 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 ties and reach those supply chain disruptions. So ERC is to get support to those businesses that had troubles due to orders and mandates. 

Go to: https://www.ercpros.com/squeeze-page1656092503838

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 brand. He had led a $5M accounting firm for the previous 18 months, grown a SAAS to $30k MRR, sold a startup, grew a creatorpreneur business to $10k MRR, and created commercials for LinkedIn and Zapier.

Realize is a community of accounting firm leaders who put much effort into working together to grow. What began as a small community of like-minded company owners has expanded to include more than 300 skilled accountants globally.

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

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 need to consider for our children.  Here are some tips for you to consider. You can also read the written version of this episode here: https://rushtech.online/distance-learning-cyber-security-tips/

Need help with your internet security contact us here: https://rushtech.online/contact/

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 recognized as a leading global figure in accounting and fintech and is involved in the following lists: the Top 50 North American Cloud Accountants list by Hubdoc, the Top 100 Accounting Professionals list by Avalara, the Top 100 female accounting professionals list by Practice Ignition, the Top 10 Influencer list by Intuit, and the 2016 National Firm of the Future list by Intuit.

With team members across Australia, the United States, Canada, the United Kingdom, South Africa, New Zealand, and the Philippines, Ignition is the first client engagement and commerce platform for professional services organizations. It streamlines client interaction and payment processes. Ignition is used by companies like accounting and bookkeeping services to help them expand, become more efficient, and develop beneficial customer relationships.

Go to: www.tech4accountants.net

"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 made on time don't come through, and it can have a big impact on your business. Weasel words like this can be hard to predict, but we're here to help. In this episode, we'll be talking about revenue leakage and how to avoid it.

https://www.sayanchor.com/tech4accountants?utm_source=Partnership&utm_medium=email&utm_campaign=T4ABF&utm_content=LP&pa_id=erSJ4UHQwCA

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 protection. He has provided executive leadership and business counsel to companies across many industries including retail, manufacturing, energy, medical/bio, high tech and more. In 2017, he was the runner up in the Portland Business Journal CFO of the Year Award.

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 management tool known as Notis - far superior to traditional methods.

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 generally insufficient.

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

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

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 their wealth-building and life goals. She is particularly enthusiastic about developing tools to assist entrepreneurs and small business owners in navigating the shifting tax landscape and helping them reduce their overall tax burden through proactive strategies and advising.

Dominion Enterprises is more than just a platform for buyers and sellers to interact. Their cutting-edge technology shows their dedication to innovation and service, ranging from website design to Internet and email marketing to data management and delivery. These vital business services are supplied to over 650,000 clients and aim to assist businesses in reaching out to customers in new and more effective ways.

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 challenges and solutions associated with implementing and managing a technology stack for accounting firms!

Guest Information:

Orin Schepps - CEO & Founder of Consultance

LinkedIn: https://www.linkedin.com/in/orin-schepps-4385872/    

Consultance Accounting: https://www.consultancellc.com/ 

Contact Andrew Lassise (Host): 

Email: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/

Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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 accountants can help clients be more secure. 

More about Michael's company: https://www.accountingpersonalized.com/  

More about Andrew: https://bit.ly/36kbZ5n  

Contact us to get remote tech control for your accounting firm: https://bit.ly/33CfJND

Or call us at (888) 965-0171 to get help now.   

More podcast episodes: https://lnkd.in/dEqqnVz

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.

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 your life. This episode will change the way you think about success and happiness.

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.

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. He is now a partner at the beer temple, where they incorporate beer into Trimerit events.

Travis is the Central Practice Leader for ICS Tax, LLC, and he is a construction professional with over 20 years of experience in tax consulting and residential construction. He has demonstrated expertise in taxation, depreciation, fixed assets, and construction payment applications. He graduated from the University of Minnesota, Minneapolis, with a BAS in Construction Management.

Travis is a certified member of the American Society of Cost Segregation Professionals (ASCSP) and a board member. Travis and his wife have two children. He enjoys woodworking, hunting, fishing, and teaching Karate to his two daughters in his spare time.

For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/

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

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

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

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

Matt Vaadi is a multi-award-winning human resources executive with over 15 years of expertise in the field of human resources solutions and software. He is passionate about assisting organizations in engaging, retaining, and growing their most valuable asset – their employees.

At guHRoo, they help small businesses simplify their payroll, HR, and benefits. They are a mission-driven firm that donates 5% of its profits to charity. They founded the business to make a difference in our community.

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 breakages are bound to happen natural.

Track 1099 communicates with its clients on a frequent basis to assist them in completing their tasks. As a result, they are excellent at listening to their customers.

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 Accounting: https://fluxaccounting.com/ 

More about Andrew: https://bit.ly/36kbZ5n  

Contact us to get remote tech control for your accounting firm: https://bit.ly/33CfJND

Or call us at (888) 965-0171 to get help now. 

More podcast episodes: https://lnkd.in/dEqqnVz

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.

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 misunderstandings- they also protect both parties from legal issues, help to establish trust, and create a mutually beneficial relationship. So if you're looking to do business with someone, make sure you get it in writing.

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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, tax planning, um, and things like that as well. And again, specifically for real estate agents and brokers. So all of the tools that we're using, even if they are marketed generally, like, as I said, QBO Zero, we are looking for, how do we customize it specifically to how we know agents and brokers work.

Chris Palmer is currently serving as Director at Maus Software, where he is responsible for product planning and development, strategic partnerships, and brand development. He is an experienced Product Manager & Owner with a depth of experience in the B2B SaaS industry. Strategic alliances and sales, brand development, product planning, and product management are some of his specialties.

MAUS Business Systems is a prominent provider of software and education courses to the Advisor/Consultancy and SME markets. MAUS Business Systems, founded in 1990 by Founder and CEO Peter Hickey, has sold to over 60,000 SMEs and 10,000 Advisors.

For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/

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 analysis in multifaceted bankruptcy cases, providing accurate testimony in complex court cases, and fraud analysis in service of establishing accurate fiscal pictures of troubled organizations

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

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

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 ease of implementation and value created. Learn the pros and cons of popular automation platforms like Zapier and Make. Look at how artificial intelligence like ChatGPT fits into an automation strategy.

Join us as we geek out over workflows that save time and money on the Tech Talk for Accountants Show!

Guest Information:

Isaac Perdomo - Certified Zapier Expert

LinkedIn: https://www.linkedin.com/in/isaac-perdomo/  

YouTube: https://www.youtube.com/@opzerco

Website: https://opzer.co/ 

Contact Andrew Lassise (Host): 

Email: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/

Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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. 

More about Andrew: http://rushtech.online/about-andrew-lassise/ 

More about David: https://www.davidleary.com/ 

More episodes: https://www.podpage.com/site/the-tech-talk-for-accountants-show/ 

Need help with your tech support? Contact us here: https://rushtech.online/contact/

There are two levels of exams that they have. First, you can join in and be considered an associate member immediately. You can get the full member benefits, access to all the calls and the conference after your first year in the industry, and 1000 direct hours of doing costume irrigation work. If you're eligible, you can take the member exam. 

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 industry.

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 and engaged.

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 to provide free marketing assistance to others by demonstrating how I can assist. Additionally, he helps content producers in promoting their products and service.

CPEthink aims to offer CPAs, licensed professionals, general practitioners, and individual industry-leading online interactive self-study CPE and professional development courses and tests. You may access their courses, practice questions, and final examinations online. In addition, you can print or download their systems and practice questions in PDF format.

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 outstanding outcomes and growth he's accomplished working with hundreds of industry professionals.

TaxDome is a technology company founded on a thorough grasp of the tax and accounting industries. Their purpose (and passion) is to improve your relationship with your work and the people you work with, making the day-to-day more accessible and enhancing your bottom line.

For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/

Track 1099 Do the e-delivery services trace if the client already sent the email and if it's bounced back or received it, or did they pick up their 1099? They like the hands-off paper-free options. So as the public and the IRS could get rid of paper, They think that would go a long way towards efficiency.

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, and how technology can help take away some of the manual work. They also explain how working with one industry has allowed them to see what works and what doesn't work for law firms. This year, they're tackling the issue of motivation, and how to keep staff working for the company.

Go to: www.tech4accountants.net

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 processes by providing a virtual data room platform for uploading and organizing documents, managing user access and producing a variety of activity and audit reports. Vault Rooms virtual data rooms enable worldwide clients 24/7/365, to safely collect, share and track business critical documents on the Vault Rooms platform.

As a result of emphasis on security, ease of use, and customer service, Vault Rooms has clients on every continent and is proud to have assisted companies in raising more than $1 billion in growth capital. Vault Rooms has facilitated thousands of global M&A transactions across a wide range of industries for a variety of clients – including business brokers, investment bankers, accountants, attorneys, private equity firms, and banks.

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

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

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 potential disasters.

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. Scott's platform (CPAacademy.org) has processed more than 5,000,000 registrations. An alumnus of University of Maryland’s Robert H. Smith School of Business, Scott began his career in the audit and tax department of what is now CohnReznick. Scott was named as one of the 2019 Top 100 Most Influential People in Accounting.

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 to protect himself from ongoing exposure to toxins. He transitioned to a family-centered lifestyle after retiring from his career and began to support his wife's career as she started pursuing her Ph.D.

ERCpros, a select group of Employee Retention Credit CPAs and Tax Attorneys, assists business owners in determining whether they are eligible for the ERC tax credit and in verifying, documenting, and filing their ERC tax credit with our audit protection. The essential ERC-specific business in the country is ERCpros.

Go to: https://www.ercpros.com/squeeze-page1656092503838

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's Bootcamp" in 2017 with the unwavering goal of providing her team and the bookkeeping community at large with the greatest tools possible.

Tanya is a Mentor Plus® Program alumna who has obtained her Level 5 Certified Advisor accreditation. Only Mentor Plus, the top training and consulting company for the accounting industry, grants the designation. Tanya is a member of the Intuit Trainer Writer Network, an Advanced Certified QuickBooks Online ProAdvisor, and has acquired the title of Certified Professional Bookkeeper with CPB Canada.

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 spreadsheets of uncategorized transactions.

Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads

Starbucks — UncatFix uncategorized transactions with Uncat.

Free Downloads — UncatFix uncategorized transactions with Uncat.

Qualified improvement property has undergone significant adjustments in recent years, with definitions shifting slightly. However, the 2017 tax reform, bonus depreciation, and all of those things may have been a significant concern initially, and the IRS was looking into it today.

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 for in your cover letter. This shows you have what it takes to do the job and makes you more personable than a resume alone.

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 more than seven years. He has now released 353 episodes on different business and entrepreneurship-related subjects. He and his co-host focus in particular on the outstanding benefits of value-based pricing, doing away with the billable hour, and how to create a more ethical company.

He has also authored more than 20 training courses and seven best-selling books, lectured to more than 220,000 professionals worldwide, and received numerous awards, including entry into the Professional Hall of Fame.

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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 offer anonymity when regularly connecting to public wifi access points. As an accountant, your important documents or credentials may be at risk while connected to these hotspots.  

Read the article: https://rushtech.online/private-wifi-address/ 

Contact us for remote tech support: https://rushtech.online/contact/

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. This type of software can help you to get organized and streamline your operations, freeing up your time to focus on other aspects of your business. Don't wait until you're feeling overwhelmed to invest in productivity software. By then, it may be too late. The sooner you implement

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