The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

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The Tech Talk for Accountants Show episodes

  • Ford Baker - How to Double Your Revenue Without Increasing Expenses with BaCo Tech

    Ford Baker, CPA, has over 35 years of experience in the public accounting industry, with over 20 of experience running a firm, BaCo Group, PLLC. In that role, Ford constantly sought to improve the efficiency of his firm through technology and forward-thinking. His passion was built out of a unique backstory; in 2012 he weighed almost 400 pounds, but by 2014 he had changed his life and rode a bicycle from Canada to Mexico down the Pacific Coast Highway. He had a passion and focus on eliminating the clutter in his practice that created the 400-pound version of himself that he did not want to see return. Ultimately, Ford developed an in-house transaction-based workflow using Excel and various other off the shelf utilities that make gathering data and working with data more real-time. This workflow concept can change the industry from a reactive service from putting last year’s balances on last year’s returns to proactive services, teaching clients the impact of this year’s numbers on their business, its exit value, and next year’s tax bill, today.

    35 min
  • Rich Jackson - Cyber Security, Data Protection, Work From Home, and SaaS

    Rich Jackson is dedicated to helping all organisations and the people who work within them, to understand and embrace the power they hold - in keeping data secure (and the cyber criminals away!).

    He believes with a passion that people hold the key to cyber security; if your people "get it", your organization is far more likely to become (and remain) secure and compliant.

    48 min
  • Andrew Hunzicker - Cannabis Accounting And How To Sell Compliance Services

    Andrew Hunzicker, CPA is President of CFO Bend. He is an expert in Cannabis startups, CFO services, turnaround strategies, high-growth strategies, capital sourcing, mergers, exits, and wealth protection. He has provided executive leadership and business counsel to companies across many industries including retail, manufacturing, energy, medical/bio, high tech and more. In 2017, he was the runner up in the Portland Business Journal CFO of the Year Award.

    24 min
  • Kathy Olson - Vault Rooms And Cloud Data Storage

    For more than a decade, Vault Rooms has been an industry leading cloud based virtual data room provider. Vault Rooms helps to accelerate complex, information-intensive business transactions and processes by providing a virtual data room platform for uploading and organizing documents, managing user access and producing a variety of activity and audit reports. Vault Rooms virtual data rooms enable worldwide clients 24/7/365, to safely collect, share and track business critical documents on the Vault Rooms platform.


    As a result of emphasis on security, ease of use, and customer service, Vault Rooms has clients on every continent and is proud to have assisted companies in raising more than $1 billion in growth capital. Vault Rooms has facilitated thousands of global M&A transactions across a wide range of industries for a variety of clients – including business brokers, investment bankers, accountants, attorneys, private equity firms, and banks.

    32 min
  • Joel Hughes - Right Networks and Cloud Migration & Security

    https://www.linkedin.com/in/joel-hughes-122122/

    https://www.rightnetworks.com/

    Background:

    • Proven leader - building high-performance teams, delivering innovative technology products and services to leading customers in emerging, dynamic markets
    • Business successes in the SaaS, SMB, online marketing, online advertising, cloud solutions, software, digital communications, VoIP, mobile and content industries
    • Deep experience in startups, fund-raising, mergers & acquisitions, and public market environments

    Specialties: • SMB, SaaS, rapid growth, scaling, online marketing, mobile applications & handsets, exec team building, VC fund raising, private equity, M&A, restructuring for profitability

    46 min
  • Jonathan Bengel - Naked Tax Talk & Connecting Your Soul to your Offering

    https://www.linkedin.com/in/jonathanbengelea/

    Jonathan is known as a Business Profit Tax Coach & Teacher extraordinaire, author, and entrepreneur, guiding small business owners through the darkness of taxation; transforming their business and personal lives to Financial Happiness.


    He is the host of Naked Tax Talk, where he bares down to the naked truth behind your taxes, the founder of JB Financial LLC, and the author of "The ABC's of Deductions: An Entrepreneurs Guide to Tax Write-Off's." He guides businesses to financial savings and success via his consulting services (JonathanBengel.com) and an online 5-week program, Rapid Tax Savings Formula (tm), built around the 5 pillars of profit. As Jonathan says, "Let's remember why we went into business, it's all about moocho moocho dinero."
    Who Needs to Work with Jonathan
     Women and a few good men; established entrepreneurs
     Business owners who want to be more productive/efficient, saving money and knowing the best financial formula.
    Alliances for Jonathan
     Bankers, financial advisors, payroll outsourcing
     Podcasters or other social media outlets
    Services
     Coaching and Online courses
     Proactive tax planning
     Books
    Results to Expect
     Step into the light of the Powerful Profits, Acceptance of Worth and Value, and believe they are the CEO they were born to be.
     Profits, and mitigating taxes downward.
     On average, he saves his clients over $182,256 (and change) a Year-AFTER-Year.
     Those making $100K can expect to see an average savings of $20K, $150 – $250K see an average savings of $77K, and those between $250 to $500K see $100K in savings.
     Over Half-Million will see multi-six figures. SAVINGS Year – AFTER – Year.
    Action
    (602)456-7667, [email protected]
    Facebook: https://www.facebook.com/JonathanBengelEA
    YouTube: https://www.youtube.com/nakedtaxtalk
    Instagram: https://www.instagram.com/nakedtaxtalk/
    https://www.jonathanbengel.com
    Allow Jonathan to guide you through the darkness of taxation and shine the light to financial happiness. He has a woman’s heart that knows and feels what is right. You deserve only the best.

    51 min
  • Tonya Schulte - Construction Accounting & Roundtable Groups

    After working in corporate construction accounting for almost 20 years, Tonya decided to create a unique firm - The Profit Constructors.  Their commitment - not only serve the specialized accounting needs of the construction industry, but open doors for them.

    She and her team think of themselves as advocates for the small to medium sized construction contractors they serve. What does advocacy mean?  From their CPA, insurance company, to other contractors up and down the line and, of course, governmental regulatory agencies such as departments of revenue.  Across the board they are able to help their clients gain new work, faster, easier, and for a better price.

    Now Tonya has begun to find a new joy in sharing her knowledge and expertise with others who wish to advise this industry. She delights in passing on what years of experience have shown her, and doing so in a meaningful way.

    33 min
  • Dan Henn and the Benefits of a Mastermind

    47-Daniel Henn, CPA, PA is the “tax man” behind the firm CPA Rockledge. He is the author of “The No Holds Barred, Candid Talk About Small Business Success In Florida” now available on Amazon.com. He has over 20 years of tax experience that is used to help the firm’s clients save taxes related to federal and state income taxes, state sales and use taxes, and property taxes.

    40 min
  • Brady Smith - Optimizing Web Traffic and Getting Leads Through SEO

    46-It is absolutely vital that your website is professional, functional, and beautiful. For some time now, Brady has been creating and designing websites for businesses, national non-profits, candidates, and more. He specializes in providing an excellent client experience resulting in an eye-catching, simple, user-friendly website that will attract and convert.

    32 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…