The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

By Tech 4 AccountantsNewsTech News
Download on the App Store

The Tech Talk for Accountants Show episodes

  • Episode 336: Eric Green - Unlocking Profit Potential: Tax Representation in the AI Era

    Tax attorney Eric Green from the Tax Rep Network. They explore how tax representation has become increasingly relevant in the face of AI advancements and the IRS's focus on non-filers and taxpayers with balances. Green stresses the value and profit potential in tax rep practice while shedding light on the IRS's use of AI and data for audit targeting and criminal investigations.

    The importance of becoming certified in tax representation work and seeking guidance in innocent spouse cases and offer and compromise processes are emphasized. The episode also delves into the need to set higher prices to avoid commoditization, focusing on high-value clients and the challenges and rewards of handling criminal cases. The hosts discourage competing solely on price and emphasize the importance of letting go of unprofitable clients. Making informed choices, valuing employees, and prioritizing cybersecurity compliance are key takeaways. Join the upcoming talk for further insights on data and AI.

    35 min
  • Episode 335: Paul Hamann-Unmasking the Truth: Misconceptions about Wages and Salary

    Paul is the founder and president of RCReports, Inc., a

    business that offers consulting services and software solutions for Reasonable Compensation to the accounting sector. The first online tool for creating Reasonable Compensation for Shareholder-Employees of S Corps, RCReports.com, was conceptualized by Paul.

    Paul has worked as an executive recruiter and a compensation

    consultant to small firms for the past 18 years. Since earning a Bachelor's
    degree in Small Business & Entrepreneurship from the University of Colorado Boulder School of Business, Paul has founded and managed a number of successful businesses.

    44 min
  • Episode 334: Ellen Choi-AI Chat GPT: Revolutionizing Accounting – The Future Unveiled

    Ellen Choi is cofounder and COO at Aiwyn. She assists businesses that provide professional services in accelerating their cash flowand providing exceptional client service. The mobile location-based gaming firm Booyah, which was funded by KPCB and Accel, employed Ellen as its Senior Director of Product Management from 2010 through 2013. Prior to that, they worked for Siri, Inc., an early mobile virtual assistant business that Apple purchased in 2010.

    Ellen Choi graduated with a BA and MS in Economics and

    Management Science & Engineering from Stanford University. Additionally, they hold an MBA from Harvard Business School with a focus in General Management. They don't provide the exact beginning and ending years of their education.

    39 min
  • Episode 333: Tonya Schulte-Mastering the Niche: Establishing Authority in your Field

    Tonya Schulte, the co-founder of Schulte and Schulte, LLC,

    had gained enough experience working for nearly 20 years in the corporate world
    of construction to "bring it home" and launch her own business. She
    is a mother of three "office helpers" who serve as catalysts to keep
    her active. She is married to Joe, her co-founder. 

    Along with managing her own business, she enjoys

    demonstrating to other accounting professionals who focus on the construction
    industry how to enhance their businesses by utilizing tactical tools like
    Knowify.

    48 min
  • Episode 332: Samantha Hallburn-Unlocking the Magic of Money: Understanding How it Works and Why it Matters

    Samantha Hallburn is the founder and owner of PBS Accounting and

    Tax Solutions, as well as Simplified Accounting Management, Inc. Samantha, has
    more than 10 years of sales, marketing, and public relations expertise. She
    eventually made her way into banking and lending and works with entrepreneurs
    from a variety of industries.

    Samantha has taught QuickBooks to accounting professionals, small

    business owners and their staff on a nationwide level since becoming a
    Certified QuickBooks ProAdvisor in 2016. Her passion is assisting small
    businesses in streamlining their workflows and operations while relieving them
    of the burden of accounting and operations so they can concentrate on growing
    their business(es).

    37 min
  • Episode 331: Stephen Brown- What Led To LedgerGurus' Success? (Repurpose)

    Stephen Brown- What Led To LedgerGurus' Success?


    Stephen Brown is the co-founder and COO at LedgerGurus. Stephen never intended to work in accounting, but Brittany, his wife, gradually persuaded him to do so full-time. Stephen is committed to expanding and scaling the company as a chief operating officer at LedgerGurus. At LedgerGurus, where they are passionate about assisting businesses in developing and succeeding, he saw a chance to help Brittany do something extraordinary and one-of-a-kind.

    Since 2014, they have freed small- to medium-sized businesses from the stress of accounting. They decided to become highly specialized in e-commerce accounting after early recognition of its distinctive features. Apps and accounting software are essential to their ability to assist clients successfully. With all the integrations, settings, and ongoing adjustments, utilizing the most superior technology is not an easy task. They combine their accounting experience with the greatest accounting technology to give firms accurate financials.

    37 min
  • Episode 330: Randy Crabtree - The Impact of The Podcast on The Industry. (Repurpose)

    Randy Crabtree is a well-known author, lecturer, and podcast host in the accounting industry. He is also a co-founder and partner of Tri-Merit Specialty Tax Professionals. Before joining Tri-Merit, Crabtree was the managing partner of a CPA firm in the greater Chicago area. In addition to working closely with top executives to help them optimize their tax planning strategies, he has more than 30 years of public accounting and tax consulting experience in various industries.

    He has hosted the biweekly "The Unique CPA" podcast since 2019, which is among the top 10% of shows on the planet (Source: Listen Score). Randy frequently presents at conferences and online training sessions organized by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global, and several state CPA societies. His articles can be found in Accounting Today's Voices, the AICPA Tax Adviser, and he is a regular contributor to these publications. Top 100 CPA firms across the nation receive continuous professional education from Crabtree as well.

    45 min
  • EP 329: Vangelis Kyriazis-All about Advisory Services, Reporting, and Data Insights (Repurpose)

    Vangelis Kyriazis is the Co-Founder and CEO of Syft Analytics. He previously worked as a CA Articles at Investec. He also studied at Witwatersrand University. He launched Syft on January 17 and has had over 3,500 companies sign up for the platform.

    Software for reporting and data analytics, Syft Analytics aids in the understanding of financial data by firms and accountants. They provide services to over 50,000 companies across more than 50 nations, and each month they generate hundreds of reports, dashboards, and actionable insights. Live training sessions, frequent webinars, and in-depth knowledge center articles are all included to fast transform you from novice to power user.

    40 min
  • EP 328: Erik Solbakken - The Four Pillars of Wealth Management (Repurpose)

    Erik Solbakken is an author, coach, and creator of the Accountant Success Formula, an executive-level program for CPAs. Erik's tried-and-true system aids accountants in maximizing their earnings and obtaining the best clients while acquiring the time and flexibility they deserve. His current interests include spending time with his family, traveling, boating, singing lead in a heavy metal band, coaching and consulting accountants, and going on various adventures.

    The Accountant Success Formula programs are for qualified accountants who must adapt their business model to increase net income, draw in their ideal clients, and take back the freedom and time they deserve. Trading money for labor and cranking out as many tax returns as possible is the old corporate model, which is tyrannical, robs us of our freedom and brainwashes us into believing three lies: that our WORTH is equal to the hours we work, that our CLIENTS are naturally priced sensitive to our services, and that tax time just has to SUCK.

    Link: https://www.accountantsuccessformula.com/home-page

    Free Master Class: https://www.accountantsuccessformula.com/masterclass31550911

    Free Book: https://eriksolbakkencpa.com/book/

    40 min
  • EP 327: Nick Chandi - Unleash the Power of Real-Time Payments: Say Goodbye to Slow Settlements!

    🎙️ Join us on the Tech Talk for Accountants show as we dive into an exciting conversation with Nick
    Chandi, the CEO, and co-founder of ForwardAI. Get ready to be amazed by
    Forwardly, the groundbreaking real-time payment enabled cashflow management
    tool designed exclusively for small and medium-sized businesses in North America.
    🚀

    With its unique B2B focus and seamless integration with

    accounting software, Forwardly, is about to revolutionize the way businesses
    handle their finances. Don't miss out on this episode as we explore the key
    features, benefits, and insights behind this cutting-edge technology. 🌟

    Tune in now and get ready to take your cash flow management

    to new heights! Visit www.forwardly.com to
    learn more and be part of the future of business finance. 📈💼

    30 min

About The Tech Talk for Accountants Show

From the publisher's feed

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…