accounting firms and accounting apps need marriage counseling. so Kellie Parks (Calmwaters Cloud Accounting) joins Tom to provide just that.

they cover how to sell to accountants, how accountants can give better feedback to partners, why relationships outside the product matter, and more.

and if any of that bores you... fly fishing, Olympic doping, creatine use in the accounting world, and the mafia are also topics of discussion. something for everyone!

Tom talks with Jordan Sublette, founder of Cloud Accountant Staffing and former firm owner, about how to build a firm with the right blend of onshore talent, offshore support, and automation. They cover:

- why offshoring isn’t a lifeline, and what to fix before you hire

- what firm owners get wrong about offshore talent

- Cloud Accountant Staffing’s approach to vetting offshore talent

- what's the right mix of onshore, offshore, and tech

🔗 Learn more:

Check out our QBO apps: www.finoptimal.com

Build your offshore team: www.cloudaccountantstaffing.com

Meir Rotenberg, startup finance legend and multi-time FinOptimal customer of the year, joins the pod to discuss what it's like walking into a startup that might not have it all figured out yet.

some of what's covered:

if you're stepping into a startup finance role, this episode is your playbook.

🚨 emergency podcast

there is an epidemic of SMBs and the accounting firms who service them getting bullied by auditors in private company audits. almost always, the auditor isn't even doing it maliciously, but a fundamental lack of "what even is an audit?!" leads to this happening.

John & Kyle from Zeroed-In Consulting join the show to break down everything you need to get prepared for your upcoming audits

Michael Ly from Reconciled joins the podcast to talk accounting and other stuff with Tom & Jesse. the group covers:

• using cold email to grow CAS

there's also a great Terminator reference in this episode, so it's definitely worth listening to.

Adam Lean from The CFO Project joins us as we discuss CFO advisory services – escaping the "accountant's trap," what counts as advisory, and how to define success in a way that resonates with prospects. we also cope with imposter syndrome.

About The CFO Project:

The CFO Project is a Done-With-You Mentorship Program for Experienced Accountants & Bookkeepers

The CFO Project will provide you training, systems, tools, a community and real mentorship so you can offer a CFO Advisory service to grow your practice and increase your income without sacrificing more time.

Check them out here - https://thecfoproject.com/membership?utm_campaign=3NO87QJ&utm_source=FinOptimal&utm_medium=partners

in this episode, tom & jesse go solo (duo?) to talk continuous close, daily vs. monthly KPIs, creating reports that your clients will actually read, and quantum physics. much more of the first three than the last one.

another another not another accounting podcast episode! but this time we have a very special guest: Isaac Perdomo. we talk about what disqualifies someone as a bad fit to work with us, AI hacking our microphones, the technology adoption lifecycle, and what Isaac views as the key indicator of how "tech-forward" you are as a company. bad jokes were kept to a minimum

Connect with Isaac: LinkedIn | Opzer

kyle & john from Zeroed-in Consulting join the pod to chat with tom & mic about their path to being co-founders, who did better on the CPA exam, and who would win in a fight.

kyle & john are examples of what the future of accounting looks like -- young, forward-thinking, co-founders that want to buck the trend of what accounting was and create an environment that caters to those who work hard without sacrificing on what makes people happy. they met in public accounting, became friends, and years later launched their own firm that offers technical accounting & outsourced accounting services. check them outttttttttttt

two awesome guests join the show to talk about young people in accounting

topics include:

• why on earth did the four of us choose this career?

ooooook lets go