Business Strategy for CPA's

120 Cloud Accounting Technology and Software, with Blake Oliver


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Today I speak with Blake Oliver, co-host of the Cloud Accounting Podcast and Marketing Director at Jirav. 

 

What we cover:

Where is accounting technology going? And what are the implications that you think accountants and CPAs are not seeing?

How should CPAs and accountants differentiate themselves?

What advice do you have for CPAs in e-commerce, given the need for software to manage inventory and transactions?

Discussion around owning the tech stack as a business strategy.

What keeps CPAs from making better strategic use of technology in the accounting practices?

You wrote somewhere that when you started back in your bookkeeping days and developing cloud accounting software, that you wanted to disrupt the business model. What is the business model specifically that you want to disrupt? And what is it you want to shift it into? 

If you were to build your own accounting practice, around your own software stack, what do you think you'd build? And who do you think you'd have as clients?

You have held a number of marketing positions inside software companies that provide applications for accounting related applications. What do you think CPAs need to know about marketing?

Connect with Blake:

Website: https://www.blakeoliver.com/

Episode mentions:

078 - How To Design Better Workflows In Your Business with David Cristello

Software mentions:

Melio

https://www.meliopayments.com/

 

OneNote

https://www.onenote.com/signin?wdorigin=ondc

 

Jirav

https://www.jirav.com/

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Business Strategy for CPA'sBy Geraldine Carter

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