The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

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The Tech Talk for Accountants Show episodes

  • Shawn Parikh- The Benefits of Offshore Staffing

    Shawn Parikh is the Founder-Chairman of Entigrity Offshore Staffing. A Chartered Accountant by qualification, he has over 15 years of experience of being a problem solver for small to mid-size firms and over time he has given consultation to thousands of CPAs, accountants and tax pros. Shawn has always been a big believer and advocate of social enterprises and small accounting firms & business. He forged the foundations of Entigrity to help bridge the existing gaps that plague the accounting community, finding and retaing talent being a top concern. Shawn can be best described as a visionary and strategist on technology and firm management in the accounting profession. He consults and speaks on several topics ranging from Building Remote Team - Remote Working, Offshore Staffing, strategic planning, Scalability of Accounting Practice, cloud accounting, practice management, Linkedin Marketing, etc.

    33 min
  • Daniel Moshe- Technology In Accounting

    Daniel is passionate about entrepreneurship and small business and equips leadership teams with the tools and technologies to grow their companies. As founder and CEO of nationwide CPA IT service firm Tech Guru, Daniel and his team deliver CTO-level strategy to accounting firms seeking innovative technology resources and guidance. With his company Strong in Six, Daniel is a Certified EOS Implementer, enabling leadership teams get what they want from their businesses with simple, practical tools.


    Daniel’s reach includes speaking at conferences, teaching webinars, and as a podcast host in the fields of technology and business leadership. His initiatives at Tech Guru to donate IT services to impactful nonprofits have made Daniel known as the Caring Entrepreneur.

    In his free time Daniel enjoys quality time with his two young sons, coaching the next generation of entrepreneurs with with Entrepreneurs Organization's Accelerator program, motorcycles, and flying.

    37 min
  • Nate Hagerty - TaxProMarketer - Building Relationships With Prospects and Existing Clients

    Nate Hagerty is the CEO of TaxProMarketer, which was established in May of 2007 in response to increased demand for real-world, relationship-building (and profit-producing) marketing tools for use in the tax and accounting industry. Currently, TaxProMarketer staff serve clients all across the United States and Canada who use their services to build relationships with their prospects & existing clients, as well as to grow the value of their business (for immediate cashflow and future sale-ability) by utilizing these tools. Their tools include: a relational email marketing program, social media feed program, local listings management and optimization, and creating full “online marketing machines” for clients (which include SEO-optimized, conversion-centric custom websites).

    TaxProMarketer.com

    49 min
  • Greg Kyte- The Comedy CPA

    In 2016 Greg started Exposure Drafts, a cartoon series for the accounting profession. His cartoons have been featured on GoingConcern.com, and he has created custom cartoons for Intuit and the Thriveal CPA Network. His cartoons are also available as holiday cards from RuBook Creative (rubookcreative.com).


    Greg has been performing stand up comedy since 2002, and has brought that experience, energy, and humor to the stage as the emcee for Xero's Xerocon and Thriveal's Deeper Weekend conference, and this October to Gusto's Gusto Next conference.
    Gregs experience as a comedian and as a teacher (He taught junior high math for ten years in a former life) have allowed him to create entertaining, engaging, NASBA-certified CPE content. Literally tens of thousands of CPAs have attended his fraud and behavioral ethics courses on the CPA Academy and Encoursa platforms. Greg has also created custom CPE content for Gusto and Xero.

    Greg is also a licensed CPA in the State of Utah where I'm the controller for a group of medical office buildings.

    44 min
  • Kelli Doorne-Brand Clarity and Consistent Effective Marketing

    Kelli Doorne is an experienced marketing strategist who after running a small digital agency looking after local businesses was invited to work in house with a leading law firm and property training start up.

    She now spends her time supporting growing businesses by focusing on brand and community development.

    Kelli has supported a variety of clients with the creation of their brand, market positioning, online marketing strategy, required training, and delivery.

    It is her belief is that great marketing is a fine balance between data, psychology, and creative.

    With the most innovative campaigns taking all elements into account.

    Kelli believes that by using digital assets business owners will create independence for themselves and help make the world a smaller and more connected place to live and work.

    46 min
  • Kathryn Horton-Data Analytics and Practical Application

    Kathryn Horton is an industry leader in the use of data analytics for audit processes and fraud detection, specifically using Caseware IDEA. Kathryn was the recipient of the2017 U.S. IDEA User of Excellence Award. She was also a speaker at the 2018 National IDEA User Conference and has presented on the use of data analytics for fraud detection to both regional and state user groups.

    Her numerous years of public accounting experience encompasses the industries of not-for-profit, manufacturing, aviation, distribution, retail, technology, professional services, alternative investment funds, finance companies, broker-dealers and employee benefit plans. Kathryn utilizes data analytics in engagements to streamline processes, identify fraudulent activity and compliance matters, analyze big data and identify data anomalies.

    41 min
  • Jennifer Elder - How to Avoid Losing Millions Of Dollars By Having Backup & Disaster Recovery

    Jennifer Elder works with proactive leaders and organizations who want to survive, thrive, and adapt to rapid change, risk, and disasters by developing proactive and positive strategies to stay ahead of the competition, make smart decisions, stay ethical, and continually add value.

    For more than 25 years, she has been helping organizations and individuals become future-proof by transforming good technical professionals into great leaders with top-notch communication skills, strategic leadership, and a future-focused mindset.


    55 min
  • Joel Bruckenstein - T3 Conference and Investing in Technology

    Joel P. Bruckenstein, CFP®, is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3) — formerly Virtual Office News, now dubbed the T3 Tech Hub.

    He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice.

    Bruckenstein’s monthly technology columns appeared in Financial Advisor magazine and Financial Planning magazine for many years.

    43 min
  • Chris Rivera-Offshore Staffing and Why You Need It

    With 12 years in corporate management, across several industries Chris is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader for the accounting community.

    36 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…