The Tech Talk for Accountants Show

The Tech Talk for Accountants Show

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The Tech Talk for Accountants Show episodes

  • EP 326: Randy Crabtree - Connect, Learn, and Grow: The Ultimate Accounting Conference You Can't Miss

    Join us for an exhilarating episode of Tech Talk for

    Accountants Show, where the remarkable Randy Crabtree, a seasoned accountant and
    visionary entrepreneur delves into the exciting world of the upcoming Unique
    CPA Conference. Prepare to be captivated as Randy unveils a groundbreaking
    platform meticulously crafted to unite accounting professionals, empowering
    them to forge invaluable connections, acquire new knowledge, and propel their
    businesses to unprecedented heights.

    Discover the riveting tale of Randy's tireless efforts to

    organize this extraordinary conference, triumphing over countless challenges
    along the way. His inspiring journey showcases unwavering determination and
    ingenious problem-solving, leaving you spellbound and ready to embark on your
    own path to success.

    Unleash the potential within you by attending the Unique CPA

    Conference, where an unparalleled opportunity awaits to immerse yourself in
    cutting-edge industry trends and groundbreaking technologies. Gain invaluable
    insights that will empower you to outshine your competition and solidify your
    position as a trailblazer in the accounting world.

    Don't miss out on this must-listen episode, tailor-made for

    accounting professionals like yourself who refuse to settle for mediocrity. To
    unearth the secrets behind the conference's transformative power and secure
    your spot, visit the Tri-Merit website at tri-merit.com. Get ready to embark on
    a journey that will revolutionize your career and propel you to new heights of
    success.

    40 min
  • EP 325: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology

    🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for both accounting and engineering led him to found FinOptimal, a groundbreaking company that brings together the best of both worlds. Through FinOptimal, Jesse and his team offer accountants and businesses using QuickBooks innovative solutions that leverage cutting-edge technology. During this episode, Jesse sheds light on the challenges accountants face when it comes to embracing technology. He emphasizes the vast potential of automation in reducing manual tasks and freeing up time for more important work. By combining their accounting knowledge with engineering skills, FinOptimal provides a range of services, including bookkeeping, tax preparation, and financial analysis. This episode serves as a reminder of how important technology is in transforming the accounting sector and promoting productivity. This podcast is a treasure of knowledge whether you're a business owner looking to maximize your finances or an accountant looking to use technology. Discover the fascinating intersection between accounting and technology by tuning in right now. Prepare to be motivated and inspired as you explore the intriguing possibilities that exist where these two disciplines converge. Don't miss this informative Tech Talk for Accountants episode and be sure to like and subscribe to grow the channel.


    47 min
  • EP 324: Mark Stovel- Revolutionize your Accounting Firm with Nexus' Tech Trajectory Optimization

    Mark Stobel from Nexus to discuss client advisory services and how firm owners can optimize their team tech trajectory. With Mark's insightful tips and strategies, listening to this episode will enhance your life in countless ways. Mark shares his own experience of leaving public accounting and starting a virtual CPA firm, and how he sold it after four years of running it successfully. He also sheds light on the importance of having systems in place and creating a client acquisition strategy to build a scalable and healthy firm. Learn how to find your niche and gain repeated experience to grow your expertise exponentially.

    Plus, discover how to lead with solutions instead of services and win the confidence of potential clients. Don't miss out on this informative episode, and be sure to like and subscribe to grow the channel. Visit nexus.com or MarkstoleCPA on LinkedIn to learn more!

    58 min
  • EP 323: Loren Fogelman - Maximizing Time and Profits: How to Work Less and Earn More

    Loren Fogelman, former sports psychologist turned business

    coach works with entrepreneurs to help them work half as much but earn
    twice as much. She helps accounting businesses charge top dollar and draw in
    high-caliber customers. She explains the significance of understanding who you
    want to work with and how to position yourself to attract those customers.

    Loren offers detailed advice on how to run a small company

    more productively and successfully. She advises establishing limits for work
    hours and assigning duties outside of your area of expertise. Instead of
    charging hourly rates, she advises designing packages so that customers know
    precisely what they are receiving for their money. Additionally, she suggests
    carefully using social media channels by concentrating on one or two places
    where your target audience is most engaged. Loren's expertise as a sports psychologist turned
    business coach offers a unique perspective on how to apply principles of focus,
    determination, and goal-setting to the world of entrepreneurship.

    44 min
  • EP 322: Giles Pearson - The Future of Accounting: Exploring AI's Role in Efficiency and Skill Assessment

    Giles Pearson, the CEO and co-founder of Accountests, a

    company that specializes in skills assessment and training for CPAs. The
    interview focuses on the role of AI in the accounting industry and how it can
    be used to streamline processes, reduce errors, and improve efficiency.

    The effect of AI on jobs in the accounting sector is also

    discussed in the interview. While some lower-level tasks can now be automated,
    according to Giles Pearson, AI is not necessarily trying to eliminate jobs.
    Instead, it is a brand-new tool that is stronger than conventional tools and
    can address issues with finite solutions. Overall, Giles Pearson thinks that
    through increasing productivity and lowering errors, AI has the potential to
    change the accounting business. But he also acknowledges that integrating AI
    into accounting procedures is not without its difficulties. Employee
    resistance, for instance, could come from those who worry about losing their
    jobs or who are uneasy about using new technologies.

    42 min
  • EP 321: Eran Shif and Sean King - Revolutionize Your Tax Planning: The Importance of Substance in Today's Multinational Companies

    Eran Shif, head of the Transfer Pricing Division at Avalara,

    and Sean King, president of Align Global Consulting, were guests on the Tech
    Talk for Accountants show. Eran started his career in the Israeli tax authority
    and then moved to EY, where he spent 10 years before joining Avalara. Sean is a
    lawyer by training and spent many years in the international tax and global
    structuring practices in Big Four.

    Eran and Sean discussed the importance of substance in

    transfer pricing and the need for a holistic approach to cross-border
    transactions. They emphasized the bilateral nature of transfer pricing and the
    inherent risk involved. They also discussed the importance of documentation and
    the need for companies to have a clear understanding of their transfer pricing
    policies. Eran and Sean also discussed the challenges that companies face when
    it comes to transfer pricing. They noted that transfer pricing is a complex
    area of tax law that requires a deep understanding of the business and the
    industry in which it operates. They also noted that transfer pricing is an area
    of tax law that is constantly evolving, and companies need to stay up-to-date
    with the latest developments.

    45 min
  • EP 320: Donnie Shimamoto - The Importance of Understanding Client Goals in Business Transformation

    Donnie Shimamoto is a highly accomplished CPA, CITP, and

    CGMA with a passion for helping accountants and their clients make better
    decisions around transformation. He is the founder and managing director of
    Enterprise Technologies and the inspiration architect for the Center of
    Accounting Transformation.

    Donnie Shimamoto is a thought leader in the accounting

    industry and has conducted extensive research on various topics, including the
    adoption of hybrid work, cybersecurity risk, and diversity, equity, and
    inclusion practices. He is committed to providing neutral and agnostic research
    that includes the perspectives of solo practitioners and smaller firms. He has
    developed various programs and resources based on his research, including
    personal resilience and client satisfaction.


    49 min
  • EP 319: Jody Padar- The Influence of AI on the Profession as a Whole

    Jody Padar is the author of the book called The Radical CPA.

    She has gained recognition as an evangelist for disruption, technology, and
    change under the moniker "Radical CPA." She aspires to modernize the
    accounting profession and guide the following generation of accountants toward
    a better way of life where they may return home on time, provide for their
    clients more, and nurture their love for the field.

    Jody joined Trullion as a Truth Advisor in March 2021

    because she is passionate about integrating AI and automation to improve our
    industry. Trullion tackles lease accounting and auditing operations to provide
    a more open and efficient process. She also serves as an adviser and spokesperson
    for Botkeeper, an AI-powered automated bookkeeping system that is assisting
    businesses in changing the way they provide client service.

    32 min
  • EP 318: Luke Templin- The Impact of AI on Industry in the Future

    Luke Templin, CPA, vCFO, is a consultant assisting CPA firms

    in growing as a co-founder of a2advisers.com by night, focusing on modernizing
    the CPA profession and shifting it from a compliance-focused profession to an
    advisory-focused profession. By day, he is a virtual CFO building his second
    client accounting and advisory line of business for Hancock/Dana CPAs.

    Templin, a master's in accounting graduate of the University

    of Kansas, resides in Omaha, Nebraska, with his wife, two daughters, and dog.
    He loves to cook for his family and is a keen outdoorsman. He assists firms in
    growing through keeping key personnel, enhancing operations, creating new lines
    of business, optimizing pricing, cutting costs, and securing funding.

    32 min
  • EP 317: Geraldine Carter- How Disengaging Clients makes your Business Easier

    Geraldine Carter is a strategy and mindset coach for solo CPAs.

    Geraldine Carter assists hardworking CPAs in establishing their ideal
    accounting firm and way of life. Her clients go from being overworked to
    working the hours they choose while sustaining and expanding income with
    250,000 to 1 million in revenue.

    She came across CPA after CPA who had the admirable ability to memorize a Google's

    worth of tax code and a remarkable flair for solving complicated tax problems
    but little time to provide their clients with more beneficial services. Since
    they struggle to manage their firms in ways that enable them to use their
    expertise and work a fair schedule, talented accountants are thinking about
    leaving the field. She decided to find a solution because she is not one to
    stand by and do nothing.

    35 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…