Accounting High

120 Creating a Trust Economy at Your Firm (feat. Jeff Rudner, CPA)

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Episode 120 | Recorded January 23, 2023

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In this episode of Accounting High, Scott chats with Jeff Rudner, co-founder and COO of Proseer. Jeff shares his journey into cloud accounting, his experience with fractional CFO services, and the birth of Proseer. They talk about consolidating and partnering, and conversion to a  C-corp. Other things covered are tech stack, pricing and services, and the importance of team structure. Join in as Jeff shares his insights on tech adoption and the future of accounting, and Scott treats us with a rap to wrap up the conversation. Don't miss out on this informative and entertaining episode!

  • Getting started

  • Getting into cloud accounting

  • Left the startup and getting into fractional CFO services

  • Consolidating, partnering, and the birth of Proseer

  • Origin of the name Proseer

  • Numbers at the merge

  • Types of clients

  • Tech Stack

  • Pricing and service

  • Getting another partner/investor

  • Converting to a C-corp

  • Structure and Firm hard numbers

  • The team

  • Equity

  • Xero and Quickbooks

  • Tech adoption

  • Mac and PC

  • Inputs, outputs, notifications

  • Rap

  • Wrapping up

    • All the Shoutouts:

    Jason M. Blumer, CPA, QuickBooks, Sage, Ron Baker, Bill, Laurence Bernstein, CPA, Expensify, Ramp, David Barrett, Patrick Osborn, UltraTax, Karbon, AppStream, Dext, Ignition, Dialpad

    ...more
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