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What would you do if you were just starting a firm from scratch? What would your tech stack look like? Would you hire an employee, offshore? On this episode Lorilyn walks through this scenario with Kane Polakoff, currently at CohnReznick, but who started the CAAS practice at UHY and grew it to over 100 employees in under 4 years.
A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Kane Polakoff :
LinkedIn: https://www.linkedin.com/in/kanepolakoff
CohnReznick: https://www.cohnreznick.com/people/kane_polakoffConnect with Lorilyn Wilson :
Twitter: https://twitter.com/LorilynWilson
TikTok: https://www.tiktok.com/@thenotspicyaccountant
LinkedIn: https://www.linkedin.com/in/lorilynacrum
________________________________________________Full transcript available upon request
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On this episode Lorilyn talks with Amanda Wilkie, from Boomer Consulting. Amanda gets into the "ugly" she has seen in firms, when they are slow to adapt to technology changes. She also explores some bad decisions firms make that hurt their growth, and provides some solutions for making better decisions.
A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Amanda Wilkie :
LinkedIn : https://www.linkedin.com/in/amanda-wilkie-pmp
Bommer Consulting : https://www.boomer.com/amandawilkie
Connect with Lorilyn Wilson :Twitter : https://twitter.com/LorilynWilson
TikTok : https://www.tiktok.com/@thenotspicyaccountant
________________________________________________Full transcript available upon request
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A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with : Randy Johnston :
Website : https://www.randyjohnston.com/
Company : https://www.k2e.com/
Connect with Lorilyn Wilson :Twitter : https://twitter.com/LorilynWilson
TikTok : https://www.tiktok.com/@thenotspicyaccountant
________________________________________________Full transcript available upon request
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A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Yvonne Scott :
LinkedIn: https://www.linkedin.com/in/s-yvonne-scott-714b3a10/
Connect with Lorilyn Wilson :
Twitter : https://twitter.com/LorilynWilson
TikTok : https://www.tiktok.com/@thenotspicyaccountant________________________________________________
Full transcript available upon request
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A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more. In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara!HOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Nayo Carter-Gray:
LinkedIn: https://www.linkedin.com/in/nayocartergray/
Learn more about 1st Step Accounting:
Website: http://1ststepaccounting.com
Connect with Lorilyn Wilson :Twitter: https://twitter.com/LorilynWilson
TikTok: https://www.tiktok.com/@thenotspicyaccountant________________________________________________
Full transcript available upon request
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A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Gabby Luoma :
LinkedIn: https://www.linkedin.com/in/gabrielleluomacpa
Twitter : https://twitter.com/gabrielleluomaMOD Ventures : https://modventuresllc.com/
Connect with Lorilyn Wilson :
Twitter : https://twitter.com/LorilynWilson
TikTok : https://www.tiktok.com/@thenotspicyaccountant
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Full transcript available upon request
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A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraGet free resources and learn more about National Fire Some Clients Day
https://convergencecoaching.com/event/national-fire-some-clients-day/
HOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Jen Wilson:
LinkedIn: https://www.linkedin.com/in/jenniferwilsonprofile/
https://convergencecoaching.com/
Connect with Lorilyn Wilson :
https://twitter.com/LorilynWilson
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Full transcript available upon request
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A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Learn more about Tallyfor :
https://www.tallyfor.com/
https://twitter.com/tallyfor
Connect with Peter Wen:https://www.linkedin.com/in/peterwen
Connect with Lorilyn Wilson :
https://twitter.com/LorilynWilson
________________________________________________
Full transcript available upon request
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A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Geni Whitehouse:
https://www.linkedin.com/in/evenanerd/
Connect with Lorilyn Wilson :https://twitter.com/LorilynWilson
________________________________________________
Full transcript available upon request
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A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Nicole Davis, CPA, MBA
LinkedIn: https://www.linkedin.com/in/nicoledaviscpa
Twitter : https://twitter.com/wifemomcpa100
Website: https://www.bd-accounting.com/Connect with Lorilyn Wilson :
https://twitter.com/LorilynWilson
________________________________________________
Full transcript available upon request
-
A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out Avalara.HOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Staying Relevant & Current
https://www.sjsu.edu/people/annette.nellen/website/Staying_Relevant_Nellen.pdfConnect with Annette:
https://www.linkedin.com/in/annette-nellen-7448824/
https://www.sjsu.edu/people/annette.nellen/http://www.21stcenturytaxation.com/
Connect with Lorilyn Wilson :https://twitter.com/LorilynWilson
________________________________________________
Full transcript available upon request
-
A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Shayna Chapman :
https://shaynaco.com
https://twitter.com/shaynacpa
Connect with Lorilyn Wilson :
https://twitter.com/LorilynWilson
________________________________________________
Full transcript available upon request
-
A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Donny Shimamoto:
https://twitter.com/donnyitk
https://www.linkedin.com/in/donnyitk
Connect with Lorilyn Wilson :
https://twitter.com/LorilynWilson
________________________________________________-
Full transcript available upon request
-
A WORD FROM OUR SPONSOR
Thank you to our sponsor, Avalara. Avalara’s award-winning tax automation solutions help accounting practitioners and businesses of all sizes simplify sales tax compliance and with real-time rates, automated returns filing, and more.
In October 2021 IDC MarketScape named Avalara a Leader in tax automation in three categories (small and midsize business, enterprise, and VAT). If you’re considering tax automation, check out AvalaraHOW TO EARN FREE CPE
In less than 10 minutes, you can earn 1 hour of NASBA-approved accounting CPE after listening to this episode. Download our mobile app, sign up, and look for The Good, The Bad, and The Ugly Accounting channel. Register for the course, complete a short quiz, and get your CPE certificate.
Download the app:
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728
Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appQuestions? Need help? Email [email protected].
Connect with Dan Luthi :
https://twitter.com/danluthi
Dan's Linkedin
Connect with Lorilyn Wilson :
https://twitter.com/LorilynWilson
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Full transcript available upon request
