#IDPodcast

Hey guys!  We have another amazing episode out today!  We continue our interview series at Accountex.  Big shout out to the Latino Tax Professionals Association and Tony Martinez for allowing us to use his booth as home base.  This week we have Ilya Radzinsky, CFA from TaxDome.  Taxdome is a complete practice management software for tax professionals.  They are a complete cloud based solution for tax and accounting firms.  We have a great discussion about the different features and how they have built in a lot of automation and different features to make running a firm much more efficient.  This is a great alternative for firms that are on their cloud based journey and want to leverage a system that includes a lot of awesome features.  

We hope y'all enjoy the episode and if you like it then please like, subscribe, and share!  

Hey y'all!  We got another great episode for you!  Today we get to talk to Seth Wilks who is the CFO of ProfitStance.  ProfitStance is a software that helps tax professionals, CPA's, EA's, and anyone in between prepare taxes when crypto currency is related.  If you have not experienced a tax return with crypto in it it is a nightmare to try to reconcile alone!  We have a great conversation about the product and how their partner portal which will help you track your your investments in real time.  This is extremely powerful because this can help with year end tax planning.  We also have a great conversation about the accounting industry as a whole and the shift that is happening.  Seth provides us with some amazing insight into this industry and the conversation is amazing!  

I hope you guys like this episode and if you like it then please like, subscribe, and share!  I would greatly appreciate it and I greatly appreciate all of you!  

Thanks!

Hey y'all!  Welcome to another episode of the #IDPodcast!  This episode starts our series of interviews we did at Accountex!   This is a meaningful episode for me because of the topic.  Tony Martinez from the Latino Tax Professionals allowed up to use his booth and we were able to sit down and have a round table discussion with my fellow latino and latina colleagues about the industry and how we see it from our eyes.  The few latino/a accountants and tax pros that were there all were able to migrate to the LTP table and I wanted to pick their brain as far as where they stood in the industry.  We talk about what it is like servicing our clientele and some of the problems that we come across and some of the solutions we offer to their problems.   It was a great discussion about what we see from our eyes and how we are servicing our own people.  

Unfortunately I did not grab Erika's information but we do have info for the rest of the speakers:

Loyda Moreno, Jonathan Jimenez CPA, and Tony Martinez.  

Let me know what you think and if you like the episode then please like, subscribe, and share!   

Hey guys!  We got another episode for you guy this week!  My apologies for being out but had the tax deadline come and go and had to make sure our new staff was trained up!  I know you guys get me!  This week we have Jay Kimelman join me and the Houston Xero crew as we talk all things automation and efficiency.  Jay is the owner and founder of The Digital CPA and is also a Xero National Ambassador for our region.  Jay is at the fore front of technology and has been a great resource for me when it comes to anything related to automation especially using Zapier!  We have a great conversation about how he got started and where the industry is right now.  We also dive into a bit with our tech stacks and how we have been able to cut down time inside our firms and focus more on business development!  This is a great episode to listen to and if you like it then please like, subscribe, and share! 

Thanks for all the love and support everyone!  

Hey y'all!  Sorry for the delay but unfortunately with tax season ending this past Tuesday we were a little behind.  So this week we are excited to present our final interview from the #latinotaxfest.  This week we get to chat with the leadership team from ATAX Franchise.  ATAX is a latino owned tax franchise that started in New York.  We get to hear from Rafael Alvarez, Arthur Garcia, and Joel Lacayo about what is ATAX, how it got started, and where they want to go from here.  We also discuss their merger with Loyalty Brands and we talk about Contabi Alliance and what they are trying to do with that.  

I hope you enjoy it and if you do then please like, subscribe, and share!!

Hey guys!  We got another episode of the #IDPodcast out today!  This week we get the pleasure to interview the ownership group of Toro Taxes.  Toro Taxes is a latino owned tax franchise that is on a tremendous growth path and are doing great things with the community.  We get a chance to talk to Nick Maldonado (CEO of Toro Taxes), Oscar Toro (COO of the West Coast), and Javier Solis (COO of the East Coast).  They tell us about their story and how they started with their own tax offices and grew it to be one of the biggest latino owned tax franchises.  

We hear their story, hear what they are doing, and what they want to do, and we get to hear the interview in Spanish!  

We hope you like the episode and if you do then please like, subscribe, and share! 

Hey Y'all!!  Welcome to another episode of the #IDPodcast!  The first tax deadline has come and gone and how we are back with our episodes!  This week we continue our "Getting to know" series from the #latinotaxfest and our guest this week is Hubdoc.  Hubdoc is a document fetching and receipt capture app that helps automate the bookkeeping process.  This is one of those applications that has helped me transform my firm.  We get to talk to Adam Lank.  He explains to us a little about how the system works and what they are trying to accomplish.  We all know the move to eliminate data entry is coming and companies like these are what are allowing us to move away from those tedious tasks and provide more value to our clients.  

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If you like then please like, subscribe, and share!  Thank you all and I appreciate all of you!

What What!  We have another episode out today!  We are a few days late but later is better than no episode!  This week we continue our "Getting to know" series from the #latinotaxfest and this week we get to interview Practice Ignition.  For those that do not know Practice Ignition is an onboarding, proposal, and billing software.  This is one of those applications that I can honestly say helped me revolutionize and transform my firm.  We get to talk to Ryan Embree about what is PI and what exactly it does.  We are also accompanied by Will Lopez as my co host  We have a great conversation about how accountants and small business owners tend to focus on the numbers instead of their business and Ryan drops us some awesome advice pertaining to utilizing these applications in lieu of a full time employee.  The conversation is great and we get to hear some awesome commentary from both of them!

Want to reach out to Ryan?  

[email protected]

www.practiceignition.com

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Instagram: @innovpod

Twitter: @idpodcast1

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And as always if you guys love the episode then please like, subscribe, and share!  

Thanks and hope everyone has a great holiday weekend! 

Hey y'all!  Welcome to another episode of the #IDPodcast!  I am really excited about this episode because it is the 2nd part of our 6 part series of our live interviews at the #latinotaxfest!  This week we have Will Lopez, Anne Arthur, and Taylor McCurdy from Gusto talking to us!  What is Gusto?  Gusto is a payroll platform that provides tremendous resources to its users.  We use it internally in my practice and the majority of our clients use it as well.  We get to talk to the Gusto crew about what exactly Gusto is and what they are trying to accomplish.  We also discuss the various resources and benefits that their platform has available to small business owners and to the accounting community as well serving those small business owners.  We talk about the recent round of funding they received and what their plans are for the future.  

This is a great episode because I finally got to meet my account rep Taylor (who speaks Spanish by the way) and had a great conversation with Annie and Will.  

If you guys have ever wondered what Gusto is or what exactly they do this is a great episode for you!  We have a great and open conversation about it.  

If you liked this episode then please like, subscribe, and share!  Thanks for tuning in!  

Hey guys!  Welcome to another episode of the #IDPodcast!  This week we have the pleasure and the privilege to present you guys the interview we did with Xero at the #latinotaxfest.  We got the chance to speak to Jackeline Velez and Daniel Gallagher (who both work with me here in Houston), Mark Hooper (visiting from Australia), and Jordan Cooper (Senior Account Manager in Florida).  

So what is Xero?  Well at first glance Xero is a cloud accounting software.  But when you start to use it you realize it is much more than that.  It is a full platform for accountants, bookkeepers, and anyone in the accounting industry to use.  I started using Xero about a year ago and realized how much it could do and I can honestly say it has revolutionized my firm.  The communities, the training, the help, everything that they do to empower us has helped me level up my firm.  

I get to talk to the Xero crew about what is Xero and exactly how they are helping the industry and how they want to empower the accounting industry and the #latinx community.  We have a great conversation about the industry and how Xero has helped us.  We get insights from Mark who is from the Australian market and Will Lopez who is a user of Xero and a big advocate of cloud accounting and Xero. 

Y'all.  This is an awesome episode for those of you guys that want to learn about Xero and see exactly what it is and what they are doing.

If you liked this episode then please like, subscribe, and share!!