The Tech Talk for Accountants Show
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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 entrepreneur, and his passion for empowering business owners with the tools they need to thrive. Adam discusses the importance of shifting the mindset of accountants, transitioning them from merely recording the past to becoming trusted advisors who actively shape the future growth and success of their clients' businesses. He provides invaluable insights on how to effectively position and sell advisory services, ensuring that clients understand the immense value being offered. Join us as we explore the transformative power of outsourced CFO and business advisory services, and discover how accountants can elevate their practices, enhance client relationships, and unlock new levels of profitability and fulfillment in their careers. CLICK HERE TO LEARN MORE ABOUT The CFO Project https://thecfoproject.com/start-a-cfo-service?utm_source=Tech-4-Accountants&utm_medium=3NJF7QJ GUEST INFORMATION: ADAM LEAN - CEO OF THE CFO PROJECT Website: https://thecfoproject.com/ LinkedIn: https://www.linkedin.com/in/adamlean/ Email: adam@thecfoproject.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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 of reporting crypto transactions accurately. From decentralized exchanges to self-custody wallets, Brian and Mike demystify the intricacies of tracking cost basis, reconciling transactions, and ensuring compliance with ever-evolving regulations. They emphasize the importance of staying ahead of the curve, as the IRS ramps up its scrutiny and audits in this rapidly evolving space. Don't miss this comprehensive guide to navigating the crypto tax landscape on the Tech Talk for Accountants Show. GUEST INFORMATION: BRIAN ERNEST & MIKE RING - CO-FOUNDERS OF BLOCKCHAIN CRYPTO TAX PREP Website: https://cryptotaxprep.io/ 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 not considering the end client's perspective and lacking consistency. Gaynor shares tips on niche marketing, choosing niches, showing up where your target audience is, getting client reviews, and effectively communicating how you can help clients. Tune in for actionable advice to improve your accounting firm's marketing. GUEST INFORMATION: GAYNOR MEILKE - CHIEF OPPORTUNITY OFFICER, CHARISMA INK X: https://twitter.com/GMeilke LinkedIn: https://www.linkedin.com/in/gaynormeilke/ Instagram: https://www.instagram.com/charismainkster Facebook: https://www.facebook.com/gaynor.hardy74/ Website: https://charismaink.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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 collaboration possible. The goal is to move from merely doing compliance work to providing real advisory services that create value for small business owners. By leveraging each other's strengths, bookkeepers and tax pros can spot issues earlier, have more productive conversations with clients, and ultimately help local companies thrive. Tune in to gain insight into improving communication, vulnerability, and goal alignment across accounting silos. GUEST INFORMATION: NANCY MCCLELLAND - THE DANCING ACCOUNTANT Phone: 773-562-8834 Email: nancy@thedancingaccountant.com Instagram: https://www.instagram.com/thedancingaccountant Facebook: https://www.facebook.com/nancythedancingaccountant/ Website: https://www.thedancingaccountant.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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 insights from transitioning to running her own firm, structuring services around niche offerings, the value of getting things out of your head and onto paper, and more. Tune in for an insightful conversation on accounting firm growth and management. GUEST INFORMATION: JANELLE CHARRIERE - OWNER AT JCL STRATEGIES LinkedIn: https://www.linkedin.com/in/janelle-charriere-b7934870/?originalSubdomain=ca Instagram: https://www.instagram.com/jclstrategies/ Facebook: https://www.facebook.com/jclstrategies Website: https://www.jclstrategies.ca/ 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 traditional tactics to build relationships through online communities and niche focus. Guest Matthew Baker, Founder of Benchmark Growth Marketing, shares insights on crafting marketing strategy first and avoiding shiny object syndrome. Tune in to pick up strategic ways any firm can turn free advice into paying customers! GUEST INFORMATION: MATT BANKER - Founder & Lead Strategist @ Benchmark Growth Marketing TWITTER: https://twitter.com/mattbanker LINKEDIN: https://www.linkedin.com/in/mattbanker/ WEBSITE: https://marketingforaccountingfirms.com/ PODCAST: https://shows.acast.com/marketing-for-accounting-firms 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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, recurring billing, and surcharging capabilities. Discover how important exceptional customer service is when resolving issues like failed payments and chargebacks. Whether you want to eliminate paper checks, reduce accounts receivable, or simply get paid faster, CPA Charge has the payment automation tools to take your firm to the next level. Tune in to learn how painless getting paid can be on Tech Talk for Accountants! GUEST INFORMATION: Amanda Connolly - Senior Account Manager @ AffiniPay Website: CPA Charge https://www.cpacharge.com LinkedIn: https://www.linkedin.com/in/amandaconnolly3/ CONTACT ANDREW LASSISE: 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 that don't communicate. Bryson explains how their integrations with chatGPT allow accountants to streamline client communications and use plain language for custom reporting. He also discusses the pivotal role Canopy's partnership with Right Networks plays in developing cutting-edge solutions tailored for accountants like me. Join us as we continue uncovering new ways for accountants to add value on the Tech 4 Accountants Show! GUEST INFORMATION: Bryson Webster - VP of Partnerships & Strategy at Canopy Website: Canopy https://www.getcanopy.com/ LinkedIn: https://www.linkedin.com/in/brysonwebster/ CONTACT ANDREW LASSISE: 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 partnering with companies like CorpNet, accountants can easily facilitate needs like forming an LLC, registering a business, and maintaining compliance across all 50 states. It’s all about leveraging partnerships to complement your expertise and become a true one-stop shop for your client's business needs. Join us as we continue uncovering new ways for accountants to add value on "Tech 4 Accountants Show." GUEST INFORMATION: Nellie Akalp - CEO of CorpNet Website: CorpNet https://www.corpnet.com/ Phone: 1-888-449-2638 Instagram: @nellie_akalp https://www.instagram.com/nellie_akalp/ CONTACT ANDREW LASSISE: 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 --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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'! --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 founded out of love for seeing businesses and business leaders bring about positive change. Will has spent more than 20 years helping businesses run more effectively and in ways that benefit their clients. Will started Will Hill Consults in 2022 resulting in his experience and a drive for real change. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
🎙️ 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 both accounting and engineering led him to found FinOptimal, a groundbreaking company that brings together the best of both worlds. Through FinOptimal, Jesse and his team offer accountants and businesses using QuickBooks innovative solutions that leverage cutting-edge technology. During this episode, Jesse sheds light on the challenges accountants face when it comes to embracing technology. He emphasizes the vast potential of automation in reducing manual tasks and freeing up time for more important work. By combining their accounting knowledge with engineering skills, FinOptimal provides a range of services, including bookkeeping, tax preparation, and financial analysis. This episode serves as a reminder of how important technology is in transforming the accounting sector and promoting productivity. This podcast is a treasure of knowledge whether you're a business owner looking to maximize your finances or an accountant looking to use technology. Discover the fascinating intersection between accounting and technology by tuning in right now. Prepare to be motivated and inspired as you explore the intriguing possibilities that exist where these two disciplines converge. Don't miss this informative Tech Talk for Accountants episode and be sure to like and subscribe to grow the channel. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 on jobs in the accounting sector is also discussed in the interview. While some lower-level tasks can now be automated, according to Giles Pearson, AI is not necessarily trying to eliminate jobs. Instead, it is a brand-new tool that is stronger than conventional tools and can address issues with finite solutions. Overall, Giles Pearson thinks that through increasing productivity and lowering errors, AI has the potential to change the accounting business. But he also acknowledges that integrating AI into accounting procedures is not without its difficulties. Employee resistance, for instance, could come from those who worry about losing their jobs or who are uneasy about using new technologies. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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, he spends around 50% of his time consulting Fishbowl users and 20% of his consulting inventory software "shoppers" and the balance of his time managing the company and developing YouTube video. Lance began as a Support Technician and Trainer for Fishbowl Inventory then moved on to sub contract for the nation's best QuickBooks Pro Advisors such as: NetPlus Consulting, Woodard, Out of the Box Technology, Fi-Soft, MBSG and Miami Accounting to name a few. He now works directly with companies that use inventory software that interfaces with QuickBooks as a consultant. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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, while the art is in keeping people satisfied. She possesses excellent messaging, communication, and teamwork abilities in addition to years of expertise planning, testing, and creating strategies to work with influencers and support their engagement with a business. She is also a prominent authority on designing effective plans for forming profitable alliances with a brand's top content producers, and she has trained teams all over the world in these methods. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 Greene Grape Grocery, Simply Wine, and ShopKeep, Jason started his career as a systems analyst for PricewaterhouseCoopers. He has attended Berkshire Hathaway annual meetings in Omaha since 2004 and has studied under Warren Buffett and Charlie Munger. He has submitted two patent applications, and EY has nominated him for Entrepreneur of The Year. Additionally, he frequently gives keynote speeches and writes about automated accounting integrations, e-commerce, card payment systems, and point of sale. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 working as a contract CFO for numerous other companies as well as a venture capital fund. They currently work as a team of several people from different parts of the world who are enthusiastic about assisting hundreds of leaders in making an impact. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 streamlining wealth management, accounting, and tax services while enhancing the client experience. He co-hosts AFO Wealth Management Forward, one of the top podcasts in accounting and finance. Among the publications Rory has spoken with are the Wall Street Journal, Forbes, Fortune Magazine, Accounting Today, Vanguard, venture-backed fintech companies, and well-known thought leaders. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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, Product Partnerships, Senior Manager, Business Development and partnerships - Experience Cloud, Business Development Manager -Experience Cloud, Business Development Manager - Document Cloud, and Alliance Manager - Digital Media. Furthermore, Bryson worked as a product manager at Workfront from 2010 to 2010 and as the chairman and CEO of El Pomar Foundation's intern from 2010 to 2010 before joining Adobe. Partnerships, business development, and corporate strategy are managed and led by Bryson. In essence, Bryson is the one who finds original ways for Canopy to expand. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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! --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 light on the IRS's use of AI and data for audit targeting and criminal investigations. The importance of becoming certified in tax representation work and seeking guidance in innocent spouse cases and offer and compromise processes are emphasized. The episode also delves into the need to set higher prices to avoid commoditization, focusing on high-value clients and the challenges and rewards of handling criminal cases. The hosts discourage competing solely on price and emphasize the importance of letting go of unprofitable clients. Making informed choices, valuing employees, and prioritizing cybersecurity compliance are key takeaways. Join the upcoming talk for further insights on data and AI. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 conceptualized by Paul. Paul has worked as an executive recruiter and a compensation consultant to small firms for the past 18 years. Since earning a Bachelor's degree in Small Business & Entrepreneurship from the University of Colorado Boulder School of Business, Paul has founded and managed a number of successful businesses. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
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 from a variety of industries. Samantha has taught QuickBooks to accounting professionals, small business owners and their staff on a nationwide level since becoming a Certified QuickBooks ProAdvisor in 2016. Her passion is assisting small businesses in streamlining their workflows and operations while relieving them of the burden of accounting and operations so they can concentrate on growing their business(es). --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support
