The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

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The Tech Talk for Accountants Show episodes

  • Episode 347: Lance Brandow-Small Stock Pro: Inventory Software Made Easy

    Lance Brandow is the creator of Brandow Consulting, a

    QuickBooks inventory software assessment and implementation company specializing in the following software programs: MISys Manufacturing, Method:CRM, Fishbowl Inventory and Cin7. With over 15 years personal experience with Fishbowl Inventory, he spends around 50% of his time consulting Fishbowl users
    and 20% of his consulting inventory software "shoppers" and the
    balance of his time managing the company and developing YouTube video.

    Lance began as a Support Technician and Trainer for Fishbowl

    Inventory then moved on to sub contract for the nation's best QuickBooks Pro Advisors such as: NetPlus Consulting, Woodard, Out of the Box Technology, Fi-Soft, MBSG and Miami Accounting to name a few. He now works directly with companies that use inventory software that interfaces with QuickBooks as a consultant.

    26 min
  • Episode 346: Alison Ball-Simplified Tech: Making Complex Tasks User-Friendly

    Alison is an effective connector and communicator. It takes both art and science to develop and manage results-driven influencer based PR, content marketing initiatives, ambassador programs, and experiential marketing campaigns. The science is in the plan, sequencing, messaging, and measurement, while the art is in keeping people satisfied.

    She possesses excellent messaging, communication, and teamwork abilities in addition to years of expertise planning, testing, and creating strategies to work with influencers

    and support their engagement with a business. She is also a prominent authority on designing effective plans for forming profitable alliances with a brand's top content producers, and she has trained teams all over the world in these
    methods.


    19 min
  • Episode 345: Katie Thomas-Mastering the Art of Social Media: Choose, Connect, Converse, Create

    As the founder and owner of Leaders Online LLC, Katie

    Thomas, CPA is a recognized expert in content production, digital marketing strategy, and public speaking. She was recognized in 2021 as one of the Top 50 Women in Accounting and one of the 40 Under 40 by CPA Practice Advisor.

    Prior experience includes working for two of the biggest

    professional service businesses in the world and earning bachelor's and master's degrees in accounting from the University of Kansas as valedictorian and summa cum laude.

    42 min
  • Episode 344: Jeremy Wood-Harmonizing Innovation and Stability: The Business Balancing Act

    Jeremy Wood is from Firm 360, the all-in-one practice

    management software, and an advisor. They aim to keep solid connections with
    the people we help. They are aware that to do that, they must gain the respect
    of every single client. Because of this, they work hard to satisfy and even
    beyond all of their clients' expectations. They wish to have a constructive
    influence.

    Their corporate ideals encourage us to uphold the highest standards

    of conduct. They pledge to live up to these values. They are passionate about
    creating software that makes life easier for people. They are dedicated to
    identifying solutions that ease some of the burdens on everyone.

    22 min
  • Episode 343: Jason Richelson-Streamline Success: Automating Accounting for Modern Firms

    Jason Richelson is the Co-Founder and CEO of Bookkeep, an

    automation platform for accountants, bookkeepers, and business owners. He has spent the last 20 years extremely knowledgeable about accounting, business automation, and payment methods. Before founding firms like InternetCash.com, The Greene Grape Grocery, Simply Wine, and ShopKeep, Jason started his career
    as a systems analyst for PricewaterhouseCoopers.

    He has attended Berkshire Hathaway annual meetings in Omaha

    since 2004 and has studied under Warren Buffett and Charlie Munger. He has submitted two patent applications, and EY has nominated him for Entrepreneur of The Year. Additionally, he frequently gives keynote speeches and writes about automated accounting integrations, e-commerce, card payment systems, and point of sale.

    14 min
  • Episode 342: Tom Wheelwright-Tax Mastery: Winning Strategies for Business Owners and Investors

    The visionary and best-selling author Tom Wheelwright, CPA,

    is behind numerous businesses focusing on wealth and tax strategies. Tom is
    also a well-known platform speaker, a prominent authority on partnerships and
    company tax methods, a published book, and a pioneer in wealth education.

    In his best-selling book Tax-Free Wealth, Tom Wheelwright

    teaches business people and investors how to create enormous wealth by
    employing clever and strategic tax-saving measures. Numerous publications have
    featured Tom's work, including Forbes, The Huffington Post, Accounting Today,
    CFO Magazine, ABC News Radio, and AZTV Morning News, and he has also written
    columns for Entrepreneur Magazine and Inman News.

    46 min
  • Episode 341: Dave Olsen-Charting a Course to Success: Navigating Leadership and Vision in Business

    He is the Nimbl founder and CEO. They are committed to

    freeing up leaders' time so they can concentrate on having the impact they want to see in the world. He is a CPA in both the US and Canada, so he is familiar with accounting and has experience starting a firm.

    Nimbl began with only him working as a contract CFO for

    numerous other companies as well as a venture capital fund. They currently work as a team of several people from different parts of the world who are enthusiastic about assisting hundreds of leaders in making an impact.

    46 min
  • Episode 340: Rory Henry-Mastering Wealth: Navigating Financial Planning, Accounting, and Behavioral Finance

    Rory has more than 15 years of experience working as a tax

    and financial counsellor. In order to provide holistic wealth management
    services, he has developed the AFO Wealth Management Forward program, which collaborates with accounting companies. Technology enthusiast Rory is skilled at streamlining wealth management, accounting, and tax services while enhancing the client experience.

    He co-hosts AFO Wealth Management Forward, one of the top

    podcasts in accounting and finance. Among the publications Rory has spoken with are the Wall Street Journal, Forbes, Fortune Magazine, Accounting Today, Vanguard, venture-backed fintech companies, and well-known thought leaders.

    41 min
  • Episode 339: Bryson Webster-AI: Pioneering the Next Generation of Technology

    The position of VP of Business Development and Corporate Strategy at Canopy was first held by Bryson Webster in 2022. Before that, from

    2022 to 2021, they served as Bolt's Director of Strategic Partnerships. Bryson served in several capacities at Adobe between 2021 and 2011, including Principal, Product Partnerships, Senior Manager, Business Development and partnerships - Experience Cloud, Business Development Manager -Experience Cloud, Business Development Manager - Document Cloud, and Alliance Manager - Digital Media.

    Furthermore, Bryson worked as a product manager at Workfront from 2010 to 2010 and as the chairman and CEO of El Pomar Foundation's intern from 2010 to 2010 before joining Adobe. Partnerships, business development, and corporate strategy are managed and led by Bryson. In essence, Bryson is the one who finds original ways for Canopy to expand.

    23 min
  • Episode338: Judie McCarthy-ChatGPT Unleashed: A Dive into Conversational AI

    Judie is a qualified accountant and a member of the Client

    Hub founding team. She is aware of many of the difficulties faced by the
    accounting profession when dealing with SMB clients. She created a
    user-friendly yet effective platform that offers businesses a completely new
    approach to collaborate with their clientele.

    The straightforward concept behind Client Hub's creation was

    that businesses required a platform that was made for both their teams and
    their clients.  With Client Hub,
    accountants receive quicker responses, improving client connections and
    increasing business productivity.  Happy
    customers, joyful firm.

    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…