The Tech Talk for Accountants Show

Uncat's current CEO is Brandon Bruce, who joined the organization in October 2019. Brandon spent the months of October 2019 through April 2020 as an entrepreneur-in-residence at Greater Sum Ventures before joining Uncat. From January 2011 to March 2019, Brandon co-founded Cirrus Insight and held the position of COO.

In addition, from June 2009 to June 2012, Brandon served as Maryville College's director of gifts and grants. In September 1999, Brandon started their career as an operations manager at Rangefire Integrated Networks, where they remained until September 2000.

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.

The first step to not being afraid of automation is understanding what it is and what it is not. Automation is a tool that can help businesses reduce errors and improve scalability. It is not a tool that is designed to replace people.

If you automate your processes without understanding them first, you could miss important details. It's crucial to have someone manage your automation, so that your organization can avoid any potential disasters.

The platform focuses on workflow optimization and automation, meaning we manage your entire workflow, not just specific tasks. This is key to sustaining Zapier integrations long-term, as breakages are bound to happen natural.

As an accounting firm, we know the pain points and what automations will and won't work for certain business workflows. We believe you get more value from a specialist who understands your position and can provide insight and support.

Korey Cournoyer is the Director of Corporate Development & Strategy at GrowthLab Financial Services Incorporation. Korey's strategy remains the same regardless of whether he's working on side projects better to take advantage of the development of new technologies or talking with local business owners to comprehend the effects of regulation on startups and innovation.

GrowthLab is an extension of the management team for startups and small businesses. GrowthLab can assist small firms with all aspects of finance, including forwarding business modeling, financial management, capital raising, or board relations, thanks to cloud-based technologies and years of experience.

The integration of our returns with our audit system is important to discuss with our vendors to ensure compatibility and ease of use. With the recent push to cloud-based software, many vendors have created specific niche software that may not be compatible with other vendors. This can create a problem when trying to get the same software to communicate with each other. As accountants, we need to be able to have a high-level discussion about security and what we can do to protect our data. Additionally, we need to be able to discuss how we can get out of the office faster, and share documents with clients.

The benefits of the system are vast, and include increased efficiency, productivity, and work-life balance for your accounting staff.

We actually bundle things in our service just so that we have them, because we're on the hook to bring people back. And so if somebody doesn't understand they are being irresponsible or doesn't want to take the appropriate created steps, um, we circumvent that by making sure we do it in the first place.

A business need is a requirement that a business has in order to function. Common business needs include things like storage, security, backup, and disaster recovery.