The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

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The Tech Talk for Accountants Show episodes

  • Episode 357: Isaac Perdomo - Process Automation and Software Integrations for Accounting Firms

    Dive into how accounting firms can drive efficiency through process automation and software integrations. We explore low-hanging fruit like client onboarding as well as more advanced projects like syncing sales channels to general ledgers. Discover a framework for prioritizing automation based on ease of implementation and value created. Learn the pros and cons of popular automation platforms like Zapier and Make. Look at how artificial intelligence like ChatGPT fits into an automation strategy.


    Join us as we geek out over workflows that save time and money on the Tech Talk for Accountants Show!


    Guest Information:

    Isaac Perdomo - Certified Zapier Expert

    LinkedIn: https://www.linkedin.com/in/isaac-perdomo/  

    YouTube: https://www.youtube.com/@opzerco

    Website: https://opzer.co/ 


    Contact Andrew Lassise (Host): 

    LinkedIn: https://www.linkedin.com/in/andrew-lassise/


    Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

    38 min
  • Episode 356: Matt Banker - How To Turn Free Advice Into Paying Customers

    Should you give away your best advice for free? We discuss why sharing your expertise openly can actually gain you more clients and credibility. Learn how to position yourself as the trusted guide - not the hero - when marketing professional services like accounting. Discover opportunities beyond traditional tactics to build relationships through online communities and niche focus. Guest Matthew Baker, Founder of Benchmark Growth Marketing, shares insights on crafting marketing strategy first and avoiding shiny object syndrome. Tune in to pick up strategic ways any firm can turn free advice into paying customers!


    Guest Information:


    Matt Banker - Founder & Lead Strategist @ Benchmark Growth Marketing

    Twitter: https://twitter.com/mattbanker 

    LinkedIn: https://www.linkedin.com/in/mattbanker/ 

    Website: https://marketingforaccountingfirms.com/ 

    Podcast: https://shows.acast.com/marketing-for-accounting-firms 


    Contact Andrew Lassise (Host): 

    LinkedIn: https://www.linkedin.com/in/andrew-lassise/


    Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

    40 min
  • Episode 355: Amanda Connolly - CPA Charge Eliminates Payment Headaches for Accounting Firms

    Getting paid shouldn't be a chore for accounting firms. Today’s guest, Amanda Connolly, and I discuss how firms can effortlessly collect client payments online. We discuss the importance of niche payment solutions tailored for the accounting industry, including key features like payment plans, recurring billing, and surcharging capabilities. Discover how important exceptional customer service is when resolving issues like failed payments and chargebacks. Whether you want to eliminate paper checks, reduce accounts receivable, or simply get paid faster, CPA Charge has the payment automation tools to take your firm to the next level. Tune in to learn how painless getting paid can be on Tech Talk for Accountants!


    Guest Information:

    Amanda Connolly - Senior Account Manager @ AffiniPay

    Website: CPA Charge

    LinkedIn: https://www.linkedin.com/in/amandaconnolly3/  


    Contact Andrew Lassise: 

    LinkedIn: https://www.linkedin.com/in/andrew-lassise/


    Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

    16 min
  • Episode 354: Bryson Webster - The Future of Accounting: How Canopy is Leading the Way

    In this episode, I talk with Bryson Webster, VP of Partnerships & Strategy at Canopy, about how they are helping accountants leverage AI to automate workflows in my accounting firm. We discuss how Canopy built an end-to-end practice management suite to eliminate the hassle of disjointed tools that don't communicate. Bryson explains how their integrations with chatGPT allow accountants to streamline client communications and use plain language for custom reporting. He also discusses the pivotal role Canopy's partnership with Right Networks plays in developing cutting-edge solutions tailored for accountants like me. Join us as we continue uncovering new ways for accountants to add value on the Tech 4 Accountants Show!


    Guest Information:

    Bryson Webster - VP of Partnerships & Strategy at Canopy

    Website: Canopy

    LinkedIn: https://www.linkedin.com/in/brysonwebster/ 


    Contact Andrew Lassise: 

    LinkedIn: https://www.linkedin.com/in/andrew-lassise/


    Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

    19 min
  • Episode 353: Nellie Akalp - Streamlining Business Formation and Taxes for Accountants

    Today's episode explores how accountants can expand their service offerings through strategic partnerships, specifically in the area of legal filings and business formation. We discuss the importance of providing value-added services to clients, beyond just tax preparation and bookkeeping. By partnering with companies like CorpNet, accountants can easily facilitate needs like forming an LLC, registering a business, and maintaining compliance across all 50 states. It’s all about leveraging partnerships to complement your expertise and become a true one-stop shop for your client's business needs. Join us as we continue uncovering new ways for accountants to add value on "Tech 4 Accountants Show."


    Guest Information:

    Nellie Akalp - CEO of CorpNet

    Website: CorpNet

    Phone: 1-888-449-2638

    Instagram: @nellie_akalp


    Contact Andrew Lassise: 

    LinkedIn: https://www.linkedin.com/in/andrew-lassise/


    Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

    30 min
  • Episode 352: Andy Root: Building Strong Client Relationships Through Advanced Accounting Tech

    Welcome to another episode of the 'Tech Talk 4 Accountants Show,' where we explore the intersection of accounting and cutting-edge technology. Today's episode, 'Andy Root,' is brimming with insights for accountants aiming to enhance their firms through tech solutions and meaningful relationships. Our host, Andrew Lassise, and an array of speakers engage in critical discussions about the value of proactivity in business and the power of community. They share experiences from the energizing atmosphere of a successful event at the Ritz Carlton in Sarasota, Florida, to the practical trials of managing multiple applications within a firm. Listeners will also find practical advice on technology vetting, getting post-conference support, and leveraging tech for client value. The episode is proudly sponsored by 'Tech for Accountants IT Firm,' offering a complimentary IT audit for our listeners. Don't miss the valuable conversations on accountability, taking action, and the transformative role of technology. Tune in for a blend of personal stories, professional development, and a reminder to engage with the Rightworks Academy. Stay connected, like, share, and don't forget to grab your complimentary IT audit on our website. Thank you for listening to the 'Tech Talk 4 Accountants Show'!

    26 min
  • Episode 351: Will Hill- The Significance of Having a Business Process Documented

    Will has more than 20 years of experience working with tax and accounting companies to enhance their business strategies, daily operations, and customer interactions. Will was named one of the Top 100 Most Influential People in Accounting by Accounting Today in 2021.

    Will Hill Consults was founded out of love for seeing businesses and business leaders bring about positive change. Will has spent more than 20 years helping businesses run more effectively and in ways that benefit their clients. Will started Will Hill Consults in 2022 resulting in his experience and a drive for real change.

    45 min
  • Episode 350: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology (Repurpose)

    🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for both accounting and engineering led him to found FinOptimal, a groundbreaking company that brings together the best of both worlds. Through FinOptimal, Jesse and his team offer accountants and businesses using QuickBooks innovative solutions that leverage cutting-edge technology. During this episode, Jesse sheds light on the challenges accountants face when it comes to embracing technology. He emphasizes the vast potential of automation in reducing manual tasks and freeing up time for more important work. By combining their accounting knowledge with engineering skills, FinOptimal provides a range of services, including bookkeeping, tax preparation, and financial analysis. This episode serves as a reminder of how important technology is in transforming the accounting sector and promoting productivity.

    This podcast is a treasure of knowledge whether you're a business owner looking to maximize your finances or an accountant looking to use technology. Discover the fascinating intersection between accounting and technology by tuning in right now. Prepare to be motivated and inspired as you explore the intriguing possibilities that exist where these two disciplines converge. Don't miss this informative Tech Talk for Accountants episode and be sure to like and subscribe to grow the channel.


    47 min
  • Episode 349: Isaac Smith - Unlocking Global Talent: Offshoring Success in Accounting

    Isaac Smith, the founder of Team Up. Isaac takes us on his entrepreneurial journey, starting with his own bookkeeping firm and expanding into offshoring. The conversation takes unexpected turns, showcasing the dynamic nature of the discussion. Delving into the relevance and advantages of offshoring in the accounting industry, the podcast highlights the success of a company that hires remote workers in the Philippines for accounting firms. Discover the benefits of direct hiring, the evolving perception of offshoring, and the importance of hiring based on skills and attitude. Gain insights into the quality of hiring in other countries for remote work and the significance of effective communication.


    Explore the financial advantages of outsourcing to countries like the Philippines and the positive ripple effects of empowering individuals through work. Challenge the notion of entitlement in local talent and embrace the value of recognizing the humanness of all employees, regardless of their location. Don't miss this fun-filled episode of the Tech Talk for Accountants show!

    hireteamup.com

    46 min
  • EP 348: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment (Repurpose)

    Giles Pearson, the CEO and co-founder of Accountests, a

    company that specializes in skills assessment and training for CPAs. The interview focuses on the role of AI in the accounting industry and how it can be used to streamline processes, reduce errors, and improve efficiency.


    The effect of AI on jobs in the accounting sector is also

    discussed in the interview. While some lower-level tasks can now be automated, according to Giles Pearson, AI is not necessarily trying to eliminate jobs. Instead, it is a brand-new tool that is stronger than conventional tools and can address issues with finite solutions. Overall, Giles Pearson thinks that through increasing productivity and lowering errors, AI has the potential to change the accounting business. But he also acknowledges that integrating AI into accounting procedures is not without its difficulties. Employee resistance, for instance, could come from those who worry about losing their jobs or who are uneasy about using new technologies.


    42 min

About The Tech Talk for Accountants Show

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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…