The Tech Talk for Accountants Show

Joshua Holman is an ITAAS thought leader for the CPA Industry, with over three decades of experience in IT communication, accounting, and data management systems. Governmental, commercial, financial, and high-tech sectors are all covered by Holman's online and in-person consulting experience.

He was a previous speaker at Thomson Reuters Synergy and multiple CPA Society events and a consultant for firm IT. Holman improved Carmel Companies' accounting system to allow for easy data entry and retrieval, established a WAN/VPN network encompassing seven states and 45 sites, and linked various IT systems following the company's merger.

Offering employees the ability to work remotely can be a great way to attract and retain talent in today's market. Providing flexibility, respect, and feedback are key to keeping your team happy and engaged.

The biggest problem with documentation is disorganization, which kills productivity. Our philosophy is to store everything related to the work and the client on the actual work itself. This way, your team can access related emails, documents, meeting notes, contact information, passwords, and apps with just one click.

One of the main difficulties teams in businesses encounter is this. It's one thing if the owner of the owner sees the benefit in putting something into place, like a workflow solution, because the owner is at the unit and is making the decision because he wants to be able to have the visibility to know.

Financial Sense is a workflow tool designed specifically for accounting firms. It provides the visibility, organization, and collaboration features that firm owners need to effectively manage their teams.

Shahram Zarshenas is the CEO of Financial Cents and the managing director of Totality Venture Partners. He has a strong sense of interpersonal relationships and is highly driven. Shahram firmly thinks that success can be attained through perseverance and challenging effort.

Financial Cents develops strategic relationships with CPA firms, banks, and other financial institutions. It collaborates closely with current users to better understand our customers and the underlying value propositions. It also manages product development and makes tactical decisions to modify our software to meet customers' needs better.

In 2013, he founded Xen Accounting, an entirely online accounting service. It was the first of its sort in Canada, and it was entirely virtual, with an emphasis on automation and a remote team of geeky CPAs, bookkeepers, and programmers. Because of the tech-oriented, scalable platform in place, Xen Accounting was acquired by a large European corporate services firm after only five years. Ryan founded Future Practice in 2018 to assist accountants in rapidly growing their own modern, scalable firm.

In 2021, he launched Future Firm Accelerate, an online coaching program that combines online courses, online coaching, and an outstanding community of forward-thinking firm executives worldwide to help them get to their desired destination faster.

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Edgar is a Product Implementation expert dedicated to providing simple and smooth solutions for Tax and Accounting firms worldwide. He's committed to the end-user experience and motivated by the outstanding outcomes and growth he's accomplished working with hundreds of industry professionals.

TaxDome is a technology company founded on a thorough grasp of the tax and accounting industries. Their purpose (and passion) is to improve your relationship with your work and the people you work with, making the day-to-day more accessible and enhancing your bottom line.

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Ray McCorvey, from Lutz, Florida, United States, is an area developer at ERCpros. He was diagnosed with cancer in 2015 and overcame it in late 2016. Ray left the fire service due to his cancer to protect himself from ongoing exposure to toxins. He transitioned to a family-centered lifestyle after retiring from his career and began to support his wife's career as she started pursuing her Ph.D.

ERCpros, a select group of Employee Retention Credit CPAs and Tax Attorneys, assists business owners in determining whether they are eligible for the ERC tax credit and in verifying, documenting, and filing their ERC tax credit with our audit protection. The essential ERC-specific business in the country is ERCpros.

Go to: https://www.ercpros.com/squeeze-page1656092503838

Keynote speaker and highly regarded business coach, Loren Fogelman, is from the United States. She was honored by HubSpot in its yearly list of the best 22 business coaches from 2018 to 2020. As a keynote speaker, Loren has given speeches and workshops at significant conferences across the country, including Inbound, one of the most prestigious content marketing events for business owners, and other specialized conferences for accountants.

Loren is an expert in sales and pricing for proprietors of small businesses. Her interest is in enabling accountants and other business owners to quadruple their revenue while working half as much through intelligent pricing and powerful sales tactics.

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