Redesigning the Client Meeting: Trent McLaren on Smarter Workflows and Stronger Relationships
Update: 2025-08-28
Description
Mark chats with Trent McLaren, co-founder of Vinyl and a recognised leader in accounting technology. They discuss how Vinyl grew from the frustrations of day-to-day firm meetings into a tool that helps accountants save time and strengthen client relationships.
Topics include:
- Where client meetings typically lose time, and what can be automated
- Guardrails for security, privacy, and accuracy
- How firms can pilot new tools without disrupting workflow
- Lessons from early users and what’s next on the roadmap
A practical conversation about the future of meetings, trust, and technology in accounting.
Contact Trent:
Trent McLaren
Founder and Director
Journey
www.usevinyl.com
LinkedIn
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