The Tech Talk for Accountants Show

In this episode, we delve into the diverse paths one can take within the accounting profession. Our guest, Lukas Sundahl, shares his own unconventional journey, starting as a personal trainer to transitioning into accounting through an MBA and CMA certification. Lukas emphasizes the importance of exploring different accounting designations, such as the CPA and CMA, and how they can complement each other in building a well-rounded career. He also discusses the impact of emerging technologies like AI on the accounting landscape, highlighting how these tools can free up accountants to focus on higher-level strategic analysis and decision-making. This episode offers a refreshing perspective on the accounting profession, showcasing the wealth of opportunities available for those willing to think outside the box. Whether you're a student considering an accounting career or an experienced professional seeking new avenues, this discussion provides valuable guidance on navigating the evolving landscape of the accounting industry. Guest Information: Lukas Sundahl - Accounting Storyteller LinkedIn: https://www.linkedin.com/in/lukasnsundahl/     Webiste: https://www.accountingcouture.com/    Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

In this episode, we dive into the rapidly evolving world of generative AI and its implications for the accounting profession. My guest, John Higgins, a Strategic Technology Advisor, Coach and Author, shares his insights on how AI tools like ChatGPT and Microsoft's Copilot can augment and enhance the work of accountants. We explore the potential of these AI assistants to streamline tasks like financial analysis, report generation, and even advisory services. John provides practical examples of how accountants can leverage generative AI to save time, increase efficiency, and deliver more value to clients. Tune in as we navigate the exciting yet challenging terrain of generative AI and discuss how now is the best time for CPAs as well as other professions to embrace AI and learn how to leverage its capabilities. Guest Information: John Higgins - Higgins Advisory, LLC LinkedIn: https://www.linkedin.com/in/jhhiggins/    Website: https://higginsadvisoryllc.com/  Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

In this insightful episode, we delve into the world of client advisory services and how accountants can break free from the commoditized nature of traditional accounting services. My guest, Adam Lean, CEO of The CFO Project, shares his journey from being a former accountant to a two-time entrepreneur, and his passion for empowering business owners with the tools they need to thrive. Adam discusses the importance of shifting the mindset of accountants, transitioning them from merely recording the past to becoming trusted advisors who actively shape the future growth and success of their clients' businesses. He provides invaluable insights on how to effectively position and sell advisory services, ensuring that clients understand the immense value being offered. Join us as we explore the transformative power of outsourced CFO and business advisory services, and discover how accountants can elevate their practices, enhance client relationships, and unlock new levels of profitability and fulfillment in their careers. Click here to learn more about The CFO Project Guest Information: Adam Lean - CEO of the CFO Project Website: https://thecfoproject.com/  LinkedIn: https://www.linkedin.com/in/adamlean/ Email: adam@thecfoproject.com Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

In this eye-opening episode, Brian Ernest and Mike Ring, co-founders of Blockchain Crypto Tax Prep, provide invaluable insights into the complex world of cryptocurrency taxation. As the adoption of digital assets continues to surge, accountants find themselves grappling with the unique challenges of reporting crypto transactions accurately. From decentralized exchanges to self-custody wallets, Brian and Mike demystify the intricacies of tracking cost basis, reconciling transactions, and ensuring compliance with ever-evolving regulations. They emphasize the importance of staying ahead of the curve, as the IRS ramps up its scrutiny and audits in this rapidly evolving space. Don't miss this comprehensive guide to navigating the crypto tax landscape on the Tech Talk for Accountants Show. Guest Information: Brian Ernest & Mike Ring - Co-founders of Blockchain Crypto Tax Prep Website: https://cryptotaxprep.io/   Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

In this episode of the Tech Talk for Accountants Show, I am joined by business strategist and certified business coach, Gaynor Meilke to explore marketing approaches and strategies tailored for accounting firms and professionals. We discuss common blind spots in accounting firm marketing such as not considering the end client's perspective and lacking consistency. Gaynor shares tips on niche marketing, choosing niches, showing up where your target audience is, getting client reviews, and effectively communicating how you can help clients. Tune in for actionable advice to improve your accounting firm's marketing. Guest Information: Gaynor Meilke - Chief Opportunity Officer, Charisma Ink X: https://twitter.com/GMeilke  LinkedIn: https://www.linkedin.com/in/gaynormeilke/  Instagram: https://www.instagram.com/charismainkster  Facebook: https://www.facebook.com/gaynor.hardy74/  Website: https://charismaink.com/  Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Nancy McClelland, AKA "The Dancing Accountant," joins us to discuss ways bookkeepers and CPAs can work better together to serve their shared clients. We talk about the historical divides between these professions and how modern technologies like Keeper and Right Tool are making new levels of collaboration possible. The goal is to move from merely doing compliance work to providing real advisory services that create value for small business owners. By leveraging each other's strengths, bookkeepers and tax pros can spot issues earlier, have more productive conversations with clients, and ultimately help local companies thrive. Tune in to gain insight into improving communication, vulnerability, and goal alignment across accounting silos. Guest Information: Nancy McClelland - The Dancing Accountant Email: nancy@thedancingaccountant.com Instagram: https://www.instagram.com/thedancingaccountant  Facebook: https://www.facebook.com/nancythedancingaccountant/  Website: https://www.thedancingaccountant.com/  LinkedIn: https://www.linkedin.com/in/nancy-mcclelland-cpa-mafm-9b6792/ Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Janelle Charriere joins me to discuss strategies for growing an accounting firm, including how to set boundaries with clients. We talk about when and how to start saying "no" to undesirable clients, the importance of niche focus, and best practices for firm processes and security. Janelle shares insights from transitioning to running her own firm, structuring services around niche offerings, the value of getting things out of your head and onto paper, and more. Tune in for an insightful conversation on accounting firm growth and management. Guest Information: Janelle Charriere - Owner at JCL Strategies LinkedIn: https://www.linkedin.com/in/janelle-charriere-b7934870/?originalSubdomain=ca    Instagram: https://www.instagram.com/jclstrategies/  Facebook: https://www.facebook.com/jclstrategies  Website: https://www.jclstrategies.ca/   Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Dive into how accounting firms can drive efficiency through process automation and software integrations. We explore low-hanging fruit like client onboarding as well as more advanced projects like syncing sales channels to general ledgers. Discover a framework for prioritizing automation based on ease of implementation and value created. Learn the pros and cons of popular automation platforms like Zapier and Make. Look at how artificial intelligence like ChatGPT fits into an automation strategy. Join us as we geek out over workflows that save time and money on the Tech Talk for Accountants Show! Guest Information: Isaac Perdomo - Certified Zapier Expert LinkedIn: https://www.linkedin.com/in/isaac-perdomo/   YouTube: https://www.youtube.com/@opzerco Website: https://opzer.co/  Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Should you give away your best advice for free? We discuss why sharing your expertise openly can actually gain you more clients and credibility. Learn how to position yourself as the trusted guide - not the hero - when marketing professional services like accounting. Discover opportunities beyond traditional tactics to build relationships through online communities and niche focus. Guest Matthew Baker, Founder of Benchmark Growth Marketing, shares insights on crafting marketing strategy first and avoiding shiny object syndrome. Tune in to pick up strategic ways any firm can turn free advice into paying customers! Guest Information: Matt Banker - Founder & Lead Strategist @ Benchmark Growth Marketing Twitter: https://twitter.com/mattbanker  LinkedIn: https://www.linkedin.com/in/mattbanker/  Website: https://marketingforaccountingfirms.com/  Podcast: https://shows.acast.com/marketing-for-accounting-firms  Contact Andrew Lassise (Host):  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Getting paid shouldn't be a chore for accounting firms. Today’s guest, Amanda Connolly, and I discuss how firms can effortlessly collect client payments online. We discuss the importance of niche payment solutions tailored for the accounting industry, including key features like payment plans, recurring billing, and surcharging capabilities. Discover how important exceptional customer service is when resolving issues like failed payments and chargebacks. Whether you want to eliminate paper checks, reduce accounts receivable, or simply get paid faster, CPA Charge has the payment automation tools to take your firm to the next level. Tune in to learn how painless getting paid can be on Tech Talk for Accountants! Guest Information: Amanda Connolly - Senior Account Manager @ AffiniPay Website: CPA Charge LinkedIn: https://www.linkedin.com/in/amandaconnolly3/   Contact Andrew Lassise:  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

In this episode, I talk with Bryson Webster, VP of Partnerships & Strategy at Canopy, about how they are helping accountants leverage AI to automate workflows in my accounting firm. We discuss how Canopy built an end-to-end practice management suite to eliminate the hassle of disjointed tools that don't communicate. Bryson explains how their integrations with chatGPT allow accountants to streamline client communications and use plain language for custom reporting. He also discusses the pivotal role Canopy's partnership with Right Networks plays in developing cutting-edge solutions tailored for accountants like me. Join us as we continue uncovering new ways for accountants to add value on the Tech 4 Accountants Show! Guest Information: Bryson Webster - VP of Partnerships & Strategy at Canopy Website: Canopy LinkedIn: https://www.linkedin.com/in/brysonwebster/  Contact Andrew Lassise:  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Today's episode explores how accountants can expand their service offerings through strategic partnerships, specifically in the area of legal filings and business formation. We discuss the importance of providing value-added services to clients, beyond just tax preparation and bookkeeping. By partnering with companies like CorpNet, accountants can easily facilitate needs like forming an LLC, registering a business, and maintaining compliance across all 50 states. It’s all about leveraging partnerships to complement your expertise and become a true one-stop shop for your client's business needs. Join us as we continue uncovering new ways for accountants to add value on "Tech 4 Accountants Show." Guest Information: Nellie Akalp - CEO of CorpNet Website: CorpNet Phone: 1-888-449-2638 Instagram: @nellie_akalp Contact Andrew Lassise:  Email: alassise@rushtechsupport.com LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Welcome to another episode of the 'Tech Talk 4 Accountants Show,' where we explore the intersection of accounting and cutting-edge technology. Today's episode, 'Andy Root,' is brimming with insights for accountants aiming to enhance their firms through tech solutions and meaningful relationships. Our host, Andrew Lassise, and an array of speakers engage in critical discussions about the value of proactivity in business and the power of community. They share experiences from the energizing atmosphere of a successful event at the Ritz Carlton in Sarasota, Florida, to the practical trials of managing multiple applications within a firm. Listeners will also find practical advice on technology vetting, getting post-conference support, and leveraging tech for client value. The episode is proudly sponsored by 'Tech for Accountants IT Firm,' offering a complimentary IT audit for our listeners. Don't miss the valuable conversations on accountability, taking action, and the transformative role of technology. Tune in for a blend of personal stories, professional development, and a reminder to engage with the Rightworks Academy. Stay connected, like, share, and don't forget to grab your complimentary IT audit on our website. Thank you for listening to the 'Tech Talk 4 Accountants Show'! --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Will has more than 20 years of experience working with tax and accounting companies to enhance their business strategies, daily operations, and customer interactions. Will was named one of the Top 100 Most Influential People in Accounting by Accounting Today in 2021. Will Hill Consults was founded out of love for seeing businesses and business leaders bring about positive change. Will has spent more than 20 years helping businesses run more effectively and in ways that benefit their clients. Will started Will Hill Consults in 2022 resulting in his experience and a drive for real change. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

🎙️ 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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

Isaac Smith, the founder of Team Up. Isaac takes us on his entrepreneurial journey, starting with his own bookkeeping firm and expanding into offshoring. The conversation takes unexpected turns, showcasing the dynamic nature of the discussion. Delving into the relevance and advantages of offshoring in the accounting industry, the podcast highlights the success of a company that hires remote workers in the Philippines for accounting firms. Discover the benefits of direct hiring, the evolving perception of offshoring, and the importance of hiring based on skills and attitude. Gain insights into the quality of hiring in other countries for remote work and the significance of effective communication. Explore the financial advantages of outsourcing to countries like the Philippines and the positive ripple effects of empowering individuals through work. Challenge the notion of entitlement in local talent and embrace the value of recognizing the humanness of all employees, regardless of their location. Don't miss this fun-filled episode of the Tech Talk for Accountants show! hireteamup.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support

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. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support