The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

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The Tech Talk for Accountants Show episodes

  • Anthony Simonie and Donald Stojack- The Power of Strategy

    Anthony has worked with some of the world's most brilliant business minds and can provide his clients with a wealth of information and experience. You will often hear him say, "Results are all that matters." For more than 14 years, his passion has been assisting businesses and professional service providers to increase sales and profits by efficiently employing distinctive marketing and sales methods, both online and offline.

    With over 40 years of business experience in the trenches, Donald has a wide library of information that he has tapped as a successful strategist and consultant. Donald was chosen to be a member of Chet Holmes International's elite team in 2008. To build the successful Business Mastery Seminar format and Business Breakthroughs International, he stayed with Chet to forge a business relationship with Tony Robbins. Donald has also collaborated with some of the world's most renowned business minds, including Jay Abraham, Scott Hallman, Eben Pagan, and others.

     

    51 min
  • Bruce Clark M&A Tactics and Ideas To Grow your Business

    Bruce Clark is the CEO and founder of New Clients, Inc., an international marketing and consulting firm in accounting. He worked as the marketing director of his father's firm, Garden Accounting Service, for 14 years until founding NCI in 1987. Bruce also owned and maintained his accounting firm for several years, which he sold in 1987.

    He and his team have held over 350 seminars and instructed over 4,000 accountants on building a successful profession and lifestyle since founding NCI. 

    Bruce is also the author of the NCI Effect, Explosive Growth and Personal Development Plan for Accountants and CPAs. So, if you're looking for new ways to build your accounting practice and help prepare yourself to think outside the box, then the NCI EFFECT is for you.

    43 min
  • Grant Bledsoe-Adding Value With a Certified Financial Planner

    Grant Bledsoe`s firm, Three Oaks Capital Management, is designed to help our clients plan for the future & ensure their long term financial success. In short, we help people do the very best they can with what they have.

    A typical engagement includes an analysis & recommendations across various areas of your finances: investment management, tax minimization, insurance & risk management, cash flow & debt, estate planning, business planning, and anything else that comprises your financial life.

    37 min
  • Lee Reams-Marketing and Your Accounting Firm

    Lee Reams II is the founder and CEO of ClientWhys, Inc. ClientWhys is a SaaS developer that delivers sales and marketing automation software to businesses built by word-of-mouth. Applications include websites for accountants, email newsletters, social media automation, secure client portals, marketplaces and tax and financial web content.

    In November 2014, ClientWhys relaunched TaxBuzz.com, an online marketplace where taxpayers connect with five-star rated tax professionals. In 2018, ClientWhys launched CountingWorks.com, where business owners can instantly compare thousands of trusted accounting professionals to find their best match. Over 300,000 taxpayers and business owners have been matched with trusted tax and accounting professionals, with traffic growing exponentially.

    Lee is a prolific blogger, a member of the Forbes Finance Council and provides year-round training and consulting to thousands of CPAs, EAs, and tax accounting professionals.

    40 min
  • Scott Zarret- Continuing Education in Accounting

    With more than 25 years of experience in the accounting profession, Scott Zarret, CPA, is widely recognized for developing innovative and highly successful marketing and sales strategies. Scott's platform (CPAacademy.org) has processed more than 5,000,000 registrations. An alumnus of University of Maryland’s Robert H. Smith School of Business, Scott began his career in the audit and tax department of what is now CohnReznick. Scott was named as one of the 2019 Top 100 Most Influential People in Accounting.

    38 min
  • Paul Latham-How to Maximize Your Revenue and Earning Potential

    HaydenRock Solutions help CPAs to make the TRANSFORMATION to 21st Century Advisors and become MOST RELEVANT ADVISOR to their clients and MAXIMIZE CPA BUSINESS POTENTIAL.


    Most CPAs are stuck in a 20th Century business model. They focus too much on tax and compliance tasks, and miss out on high-value, high-profit services that successful business owners value most.


    Our focus is CPAs who recognize that their traditional marketplace is changing. We show them HOW to make the TRANSFORMATION to becoming a 21st Century Advisor using the HaydenRock System™.


    The HaydenRock System™ combines 3 essential elements:

    - COACHING - to help CPAs adopt the right "mindset"

    - PROCESS - to help CPAs with a structured "painting by numbers" advisory system

    - ACCESS EXPERTISE - to help CPAs provide their clients with a "family office experience"

    40 min
  • Chris Farrell- Why Your Product is Important

    Chris Farrell is a seasoned technology executive with more than 20 years of leadership experience in finance and accounting. Chris served as the CEO of Nexonia, Inc., the parent company of the Nexonia, Tallie, ExpenseWatch, and SpringAhead brands. His experience as a founder of Tallie and SpringAhead gives Liscio a proven leader with a successful track record scaling up startup technology platforms for professional services. Chris earned his CPA in the heart of Silicon Valley at Arthur Andersen in 1996 and his MBA at UCLA’s Anderson School of Management in 2004.

    38 min
  • Sham Chaudhry-How to Increase the Value of Your Firm

    Sham Chaudhry helps business owners design, plan and implement a simple proven blueprint for better profitability. Accomplished and highly innovative professional with solid experience in heading business analysis and business architect activities to encourage business optimization that help companies to grow cash-flow and profits.

    37 min
  • Sarah Prevost- Managing Your Time as a Serial Entrepreneur

    Sarah Prevost is the founder of Mintage Labs, co-founder of Create Collaborate, and co-founder of The Proper Trust. Sarah works with her mother at Mintage Labs, and the duo work with clients who prefer partnerships. They build a financial team with business owners and their professional partners. Sarah and her mom, Rosette, use their expertise and organizational skills to support small business clients to develop their firms so they may flourish and become prosperous.

    40 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…