Tech 4 Accountants
The Tech Talk for Accountants ShowEpisodes
Best Episodes of The Tech Talk for Accountants Show
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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
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 Cha
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
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
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 com
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 lik
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 pract
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. Disc
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 se
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 in
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
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
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 firm
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
🎙️ 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 journ
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.
Giles Pearson, the CEO and co-founder of Accountests, acompany 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, redu
Lance Brandow is the creator of Brandow Consulting, aQuickBooks inventory software assessment and implementation company specializing in the following software programs: MISys Manufacturing, Method:CRM, Fishbowl Inventory and Cin7. With over 1
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
As the founder and owner of Leaders Online LLC, KatieThomas, 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
Jeremy Wood is from Firm 360, the all-in-one practicemanagement software, and an advisor. They aim to keep solid connections withthe people we help. They are aware that to do that, they must gain the respectof every single client. Becaus
Jason Richelson is the Co-Founder and CEO of Bookkeep, anautomation platform for accountants, bookkeepers, and business owners. He has spent the last 20 years extremely knowledgeable about accounting, business automation, and payment methods.
The visionary and best-selling author Tom Wheelwright, CPA,is behind numerous businesses focusing on wealth and tax strategies. Tom isalso a well-known platform speaker, a prominent authority on partnerships andcompany tax methods, a pub
He is the Nimbl founder and CEO. They are committed tofreeing 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 experie
Rory has more than 15 years of experience working as a taxand financial counsellor. In order to provide holistic wealth managementservices, he has developed the AFO Wealth Management Forward program, which collaborates with accounting compani
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