The Ambitious Bookkeeper Podcast

187 ⎸ How to Handle Sales Tax with Brian Greer of TaxConnex


Listen Later

Send us a text

Hey there, welcome back to The Ambitious Bookkeeper Podcast! Today, I'm chatting with Brian Greer from TaxConnex about all things sales tax. Whether you're a sales tax newbie or just looking for a way to outsource, we've got you covered. So grab your favorite drink, get comfy, and let's dive into making sales tax a bit less daunting.

In this episode you’ll hear:

  • Meet Brian Greer
  • Discover what "nexus" really means in sales tax
  • Learn about the Wayfair decision
  • Learn about TaxConnex
  • If you've ever thought, "Ugh, sales tax is confusing," you're not alone! Brian breaks it down and makes it way less intimidating.

Resources mentioned in this episode:

  • TaxConnex
  • Shopify
  • Avalara
  • TaxJar
  • Earmark

Meet GUEST

A graduate of Purdue University, the majority of Brian’s career has been in the sales tax industry. First, joining Tax Partners in 2001 initially managing their alliance channel consisting mainly of Big 4 Accounting Firms. He later led the sales and use tax sales team after the The Thomson Corporation (now known as Thomson Reuters) acquisition in 2005, growing the revenues to multi-million dollar levels. Brian joined TaxConnex™ as a partner in 2010 and currently as the Chief Strategy Officer is focused on partner development, rolling out new products and services, and supporting the sales and marketing teams.

Connect with GUEST

💼 LinkedIn: https://www.linkedin.com/in/brian-greer-55b7364/

🗞️ Blog: https://www.taxconnex.com/Blog-

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

  • Visit our website: https://www.ambitiousbookkeeper.com
  • Follow the Blog: https://www.ambitiousbookkeeper.com/blog
  • Connect on Instagram: https://www.instagram.com/ambitiousbookkeeper
  • Connect on Threads: https://www.threads.net/@ambitiousbookkeeper
  • Connect on Facebook: https://www.facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

  • Editing → Sabr Media LLC: https://www.iangilliam.com/sabr-media-llc
  • Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
  • Buzzsprout:

Get access to the Dubsado Decoded Private Podcast Series here>>

Join me and Alyssa Lang, the Workflow Queen for The Advisory Edge Workshop - only $97 >

Grab the Spotify Playlists here: ambitiousbookkeeper.com/spotify

...more
View all episodesView all episodes
Download on the App Store

The Ambitious Bookkeeper PodcastBy Serena Shoup, CPA

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

60 ratings


More shows like The Ambitious Bookkeeper Podcast

View all
Accounting Best Practices with Steve Bragg by Steve Bragg

Accounting Best Practices with Steve Bragg

257 Listeners

The Successful Bookkeeper Podcast by Michael Palmer

The Successful Bookkeeper Podcast

86 Listeners

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business by Jenna Kutcher

The Goal Digger Podcast | Top Business and Marketing Podcast for Creatives, Entrepreneurs, and Women in Business

12,060 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

335 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

248 Listeners

SYSTEMIZE YOUR LIFE | Overwhelmed, Organized, Routines, Schedules, Time Management, Time Blocking, Business Systems, Online Business, Work-From-Home, SAHM by Chelsi Jo

SYSTEMIZE YOUR LIFE | Overwhelmed, Organized, Routines, Schedules, Time Management, Time Blocking, Business Systems, Online Business, Work-From-Home, SAHM

686 Listeners

The Bookkeepers' Podcast by The 6 Figure Bookkeeper

The Bookkeepers' Podcast

10 Listeners

Profits + Prosecco: The Podcast by Katie Ferro

Profits + Prosecco: The Podcast

68 Listeners

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) by Alyssa Lang

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

96 Listeners

The Strategic Bookkeeper Podcast by Jeannie Savage

The Strategic Bookkeeper Podcast

0 Listeners

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101 by Erika Millard

Get Comfy with Numbers | Making Bookkeeping & QuickBooks Easy for Female Entrepreneurs, Bookkeeping for Small Business, Business Finance 101

57 Listeners

The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast by Paul Rosenblum, Bookkeeping Mensch

The (Not Boring) Boring Small Business Bookkeeping and Accounting Podcast

8 Listeners

Bookkeepers On Fire with Deb & Donna by Deb Kilsheimer & Donna Reade

Bookkeepers On Fire with Deb & Donna

10 Listeners

The Bookkeeper Blueprint Podcast™ with Sherry & Megan by Sherry Staggs & Megan Davis

The Bookkeeper Blueprint Podcast™ with Sherry & Megan

4 Listeners

Bookkeeping Business Growth Podcast by Ida Azefor

Bookkeeping Business Growth Podcast

0 Listeners