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The Tech Talk for Accountants Show episodes
- Rob Ferrini-All About Cyber Insurance and Liability
Rob Ferrini, who has more than 20 years of business experience, manages the cyber liability and data breach response program at McGowanPRO and is based in Norwood, Massachusetts. Rob uses his knowledge to assist CPAs, attorneys, financial planners, and other professionals in locating the correct insurance suited to their needs.
He has recently lectured on information security and data breach coverage at the CPA Firm Management Association Conference (2018), AGN International (2019), and AIPCA & CIMA, among other national conferences (2019). In addition, Rob has owned several small businesses in the retail and service sectors. From this experience, he has gained invaluable first-hand knowledge of the particular difficulties, dangers, and requirements of professional service enterprises.
45 min - Accountants Who Use the Product Build Stronger Relationships With Clients
As an accountant, it is important to build a relationship with your clients so that they have correct expectations. They should expect other reports to be ready by the 10th of each month, and not expect it on the night. After nine years of working in the business, the accountant who used the product is more experienced now.
3 min - Drift's Success Thanks to Their Ability to Solve Client Problems
The primary driver of Lifelong's growth has been customers referring their friends to the product. This is due to the satisfaction of customers who see the value in the product.
3 min - Travis Co-Founders Create Tool to Help Accountants and Fractional CFOs
The founders of this company saw a problem with inefficiency in spreadsheets and decided to create a solution that would make reporting much easier for those who have to do it regularly.
2 min - Bring Reports to Life with Live Flow
Live Flow brings QuickBooks reports to life, allowing users to connect QuickBooks to Google Sheets or Excel and pipe data into custom dashboards. This saves valuable time otherwise spent on manually cleaning and reasoning data.
3 min - Anita Koimur-The Importance of Having Precise Data in Your Business
She has a background in banking and worked at Revolut previously, so she is familiar with what it's like to work inside a business that has experienced rapid development. During her tenure there, Anita developed a passion for startups and saw how crucial it is for companies to understand finance. It struck a chord with her so firmly that she is currently developing LiveFlow.io, a hub for automating your business finances.
She solidified Rewards' status as a platform for data-driven customer acquisition for partners and a method of consumer engagement for Revolut. Anita oversaw the product distribution to thirteen regions across EMEA, the US, and APAC. Anita, a global citizen, was granted a Global Talent Visa in the UK.
To find more about Anita: https://www.liveflow.io/solutions/accountants
33 min - The Importance of Staying on Top of Your Books
Excellence is not an act, but a habit. This is especially true when it comes to keeping your books clean. Adams Firm has seen that the best way to keep your books clean is to ask for clarity on uncategorized transactions once a week. This gives the client a touch point and allows the accountant to keep the books up to date.
Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads
Starbucks — UncatFix uncategorized transactions with Uncat.
Free Downloads — UncatFix uncategorized transactions with Uncat.
3 min - Get an Accurate View of Your Spending by Categorizing Transactions
The average value of an uncategorized transaction is actually just above $600, which we were surprised. We thought, hey, a lot of this is just should be miscellaneous, right? Little small purchases at gas stations here and there and stuff.
Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads
Starbucks — UncatFix uncategorized transactions with Uncat.
Free Downloads — UncatFix uncategorized transactions with Uncat.
2 min - Machine Learning Can't Always Categorize Amazon Purchases
The usual suspects when it comes to categorizing transactions are big box stores like Amazon, Walmart, and Target. However, it can be difficult to categorize these transactions without more information from the client. One solution is to use a communication tool to get answers back from clients with less friction.
Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads
Starbucks — UncatFix uncategorized transactions with Uncat.
Free Downloads — UncatFix uncategorized transactions with Uncat.
2 min - UNCAT's new app makes syncing transactions from QuickBooks a breeze!
UNCAT is a technology company that specializes in developing apps for QuickBooks users. The company's latest app, UNCAT Sync, is designed to automate the process of sending and receiving spreadsheets of uncategorized transactions.
Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads
Starbucks — UncatFix uncategorized transactions with Uncat.
Free Downloads — UncatFix uncategorized transactions with Uncat.
2 min
About The Tech Talk for Accountants Show
From the publisher's feed
On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more…
information visit us at https://tech4accountants.net/