In this episode, I got to sit down with Ajoy Krishnamoorthy, the CEO of Cin7, a fully integrated, cloud-based inventory management software that streamlines stock management across multiple channels. We dive into the key benefits of implementing an intelligent inventory management system, especially as businesses scale across multiple sales channel…

In this episode, I got to sit down with Paul Hamann, the Founder and President of RCReports. He has more than 13 years of experience in providing online solutions for determining Reasonable Compensation for Closely-Held Business owners. We discuss the often misunderstood topic of reasonable compensation for S corporation owners. We dispel common my…

In this episode, I get to chat with Scott Scarano, an accountant and rapper known as the "OK Rapper." Scott shares his unique journey from a traditional accounting background to embracing his passion for rap music and performing at accounting conferences. He delves into how leveraging technology and it allowed him to free up time and pursue his cre…

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…

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 …

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 …

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 de…

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 lack…

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 d…

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, …

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 …

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 o…

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. Discov…

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 integr…

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 …

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 e…

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 lead…

🎙️ 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 FinO…

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…

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, reduce errors, and improve efficiency. The effect of AI on jobs in the accounting sector is alsodiscussed in th…

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 15 years personal experience with Fishbowl Inventory, he spends around 50% of his time consulting Fishbowl u…

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 pos…

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 the 40 Under 40 by CPA Practice Advisor. Prior experience includes working for two of the biggestprofessional s…

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. Because of this, they work hard to satisfy and evenbeyond all of their clients' expectations. They wish to have a const…

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. Before founding firms like InternetCash.com, The Greene Grape Grocery, Simply Wine, and ShopKeep, Jason sta…

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 published book, and a pioneer in wealth education. In his best-selling book Tax-Free Wealth, Tom Wheelwrightteaches …

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 experience starting a firm. Nimbl began with only him working as a contract CFO fornumerous other companies as wel…

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 companies. Technology enthusiast Rory is skilled at streamlining wealth management, accounting, and tax services wh…

The position of VP of Business Development and Corporate Strategy at Canopy was first held by Bryson Webster in 2022. Before that, from2022 to 2021, they served as Bolt's Director of Strategic Partnerships. Bryson served in several capacities at Adobe between 2021 and 2011, including Principal, Product Partnerships, Senior Manager, Business Develop…

Another epic Nocturnal on Select Radio with a real rising star in Electronic Music from Rob MAde's 'Sleazy Deep label the very cool Darren Regan. Rob Made himself returns with more Selections. We are in the Disco Lounge with Jame Starck's lethal rework of Incognitos classic 'Always There', Disco Daddy & Ultra Nate x Les Bisous Neal McClelland is su…

Judie is a qualified accountant and a member of the ClientHub founding team. She is aware of many of the difficulties faced by theaccounting profession when dealing with SMB clients. She created auser-friendly yet effective platform that offers businesses a completely newapproach to collaborate with their clientele. The straightforward concept behi…

The elusive Jonas Blake dropped in to extend his normal '15 Mins Of Fire' by 35 mins! An epic mix of '50 Mins of Fire'! Featuring his hot Remix of the new Cristobal & Jamiez track 'Magic' on Rollerblaster Records dropping this Friday 8th September Neal McClelland supports Leftwing & Kody & Hayley May, Peggy Gou (Ape Rave Club Remix), Eelke Kleijn, …

Another stonking show with Cristobal & Jamiez back for their monthly residency with us, prior to the launch of 'Magic' Dripping 8th September on Rollerblaster Records. Floormagnet join us in converstion talking bout whats incoming! Jonas Blake & Rob Made Return for more Seletions & 15 Mins Of Fire. Neal McClelland is supporting Testpress, Archie B …

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 targetin…

Paul is the founder and president of RCReports, Inc., abusiness 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 recru…

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 th…

Tonya Schulte, the co-founder of Schulte and Schulte, LLC,had gained enough experience working for nearly 20 years in the corporate worldof construction to "bring it home" and launch her own business. Sheis a mother of three "office helpers" who serve as catalysts to keepher active. She is married to Joe, her co-founder. Along with managing her own…

Joined this week on Select Radio with an exclusive mix from London Topaz from Melbourne in time for the release of his amazing 'All I Need' track on Sweat It Out And its a quick scoot across the pond to Miami with Kim Cameron talking about her new album Influencers! Jonas Blake & Rob Made return with their usual bag of goodies! Neal supports Drax N…

Samantha Hallburn is the founder and owner of PBS Accounting andTax Solutions, as well as Simplified Accounting Management, Inc. Samantha, hasmore than 10 years of sales, marketing, and public relations expertise. Sheeventually made her way into banking and lending and works with entrepreneursfrom a variety of industries. Samantha has taught QuickB…

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 a…

An absolutely outstanding two hours of global electronica this week with A&R Boss of Vivifier Records Ben Phillips joins us with a rather red hot slamming mix and in conversation Rob Made & Jonas Blake return for more 'Selections' & '15 Mins Of Fire' We replay last weeks World Exclusive from Melbourne's own London Topaz new track 'All I Need' out o…

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 th…

An outstanding Guest Mix this week from a rising star from Dublin, Ireland at at time when the 'Green Island' is alive with Electronic activity! Keith Burke drops a deep red hot mix for your perusal! Rob Made & Jonas Blake are back with even more excquiset choises cuts in 'Selections' & '15 Mins Of Fire' Theres another trip to the Disco Lounge with…

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…

Portugal's Electronic legends Bubba Brothers join us once again for an Exclusive Mix ahead of a chat with them very soon! Sleazy Deeps's Rob Made & the elusive Jonas Blake once delivere their respective choices of cuts Neal supports Jose De Mara, Jason Herd, NYC's Smith & Sorren & the very talented Gjoka Drejaj, Ireland's George Feely, James Hurr, …

Back for another monthly special this week on @nocturnalradioshowuk are @cristobaljamiez adding supoort to @antoineclamaran @josedemara @danhayesdj @cheyne_christian_official @trilucidofficial @flashmobdj @devotionz_official and loads more new fresh cuts @rob_made_sleazy_deep & @jonasblakedj return with their respective choices and grooves. Neal Mc…

Dropping a massive Collab recently with @soniqueclarke the hugely talented DJ & Prouducer Paul Morrell arrives on across all platforms in the mix & in conversation. Remixing @kellyclarkson @avamax and many more @paulmorrell drops an exclusive mix and chats to us about future projects with @jameshurrmusic and the incoming future of electronic dance …

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, travelin…

🎙️ Join us on the Tech Talk for Accountants show as we dive into an exciting conversation with NickChandi, the CEO, and co-founder of ForwardAI. Get ready to be amazed byForwardly, the groundbreaking real-time payment enabled cashflow managementtool designed exclusively for small and medium-sized businesses in North America.🚀 With its unique B2B fo…

Join us for an exhilarating episode of Tech Talk forAccountants Show, where the remarkable Randy Crabtree, a seasoned accountant andvisionary entrepreneur delves into the exciting world of the upcoming UniqueCPA Conference. Prepare to be captivated as Randy unveils a groundbreakingplatform meticulously crafted to unite accounting professionals, emp…