Episódios
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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, especially as businesses scale across multiple sales channels like Amazon, Shopify, and brick-and-mortar stores. Ajoy explains how cin7's platform goes beyond just tracking inventory levels by providing valuable insights that drive smarter business decisions. This includes identifying fast-moving products to restock, slow-moving items to discontinue, seasonal demand patterns, and more. He stresses the importance of having a centralized source of truth for inventory data that seamlessly integrates with accounting platforms like QuickBooks to ensure accurate financial reporting and profit analysis.
Whether you're a seller, accountant, or just interested in intelligent commerce solutions, this conversation offers an insightful look at how the right tools can transform inventory from a costly necessity into a strategic advantage.
Guest Information:
Ajoy Krishnamoorthy - CEO of Cin7
LinkedIn: https://www.linkedin.com/in/ajoykrishnamoorthy/
Website: https://cin7.com/
Contact Andrew Lassise (Host):
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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 and it allowed him to free up time and pursue his creative interests.
Scott discusses the evolution of his firm, from automation and marketing strategies to building a self-sustaining business. The conversation also explores the potential impact of AI on the accounting profession and Scott's vision for a future where technology enables professionals to step away from their desks and engage more with the world around them.
With a blend of entrepreneurial insights, rap performances, and thought-provoking discussions, this episode offers a captivating glimpse into Scott Scarano's unconventional journey.
Guest Information:
Scott Scarano (OKR) - Rapper/Accountant @ Accounting High
LinkedIn: https://www.linkedin.com/in/scottscarano/ Accounting High: https://www.accountinghigh.com/ Podcast: https://open.spotify.com/show/18i17H2Pbtm8c95eEevCiDContact Andrew Lassise (Host):
Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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 the work of accountants.
We explore the potential of these AI assistants to streamline tasks like financial analysis, report generation, and even advisory services. John provides practical examples of how accountants can leverage generative AI to save time, increase efficiency, and deliver more value to clients.
Tune in as we navigate the exciting yet challenging terrain of generative AI and discuss how now is the best time for CPAs as well as other professions to embrace AI and learn how to leverage its capabilities.
Guest Information:
John Higgins - Higgins Advisory, LLC
LinkedIn: https://www.linkedin.com/in/jhhiggins/
Website: https://higginsadvisoryllc.com/
Contact Andrew Lassise (Host):
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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
Guest Information:
Adam Lean - CEO of the CFO Project
Website: https://thecfoproject.com/ LinkedIn: https://www.linkedin.com/in/adamlean/
Email: [email protected]
Contact Andrew Lassise (Host):
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
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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: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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
Email: [email protected]
Instagram: https://www.instagram.com/thedancingaccountant
Facebook: https://www.facebook.com/nancythedancingaccountant/
Website: https://www.thedancingaccountant.com/
LinkedIn: https://www.linkedin.com/in/nancy-mcclelland-cpa-mafm-9b6792/
Contact Andrew Lassise (Host):
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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
LinkedIn: https://www.linkedin.com/in/amandaconnolly3/
Contact Andrew Lassise:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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
LinkedIn: https://www.linkedin.com/in/brysonwebster/
Contact Andrew Lassise:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support
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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
Phone: 1-888-449-2638
Instagram: @nellie_akalp
Contact Andrew Lassise:
Email: [email protected]
LinkedIn: https://www.linkedin.com/in/andrew-lassise/
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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'!
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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.
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🎙️ 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.
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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
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Giles Pearson, the CEO and co-founder of Accountests, acompany 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 alsodiscussed 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.
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