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117 ⎸ [SYSTEMS] Scrutinize with John Rea

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Manage episode 378048768 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments.

In this episode you’ll hear:

  • the inspiration behind Scrutinize & a detailed look at its features
  • best practices for ensuring security when using cloud services
  • various use cases for implementing Scrutinize

Resources mentioned in this episode:

About John:

My name is John. I grew in a small town in north Texas and moved to Austin at 17 with plans to be a rockstar guitar player. It turns out you actually have to practice to be a rockstar, so that fell through. After spending a few years idling about, I decided to get serious and finished my BA in Finance at St. Edward's University.
I spent most of my career in various roles across the accounting and finance functions, learning as much as I could about how to use data to drive more strategic decisions that led to better outcomes for the businesses I worked with. In 2018 I started my own fractional CFO and bookkeeping firm, which is where I ran into the idea that eventually became my current focus - Scrutinize - which is a platform we built to provide bookkeeping quality assurance by automating ledger reviews.
I still live in Austin, TX with my wife, son, and dopey Staffy.
Connect with John:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Join the next free training at ambitiousbookkeeper.com/training

  continue reading

Chapters

1. 117 ⎸ [SYSTEMS] Scrutinize with John Rea (00:00:00)

2. Introducing John Rea (00:05:18)

3. How John got with Scrutinize (00:06:18)

4. Software Integrations (00:09:30)

5. When to Implement Scrutinize (00:10:05)

6. Proposal Scoping (00:12:35)

7. A.I. And Security (00:17:07)

8. Where Scrutinize is Going (00:27:03)

9. Reporting Tools (00:29:45)

10. Charging for Diagnostics (00:32:33)

11. Connecting to John (00:38:46)

12. Advice for Firm Owners (00:40:27)

171 episodes

Artwork
iconShare
 
Manage episode 378048768 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments.

In this episode you’ll hear:

  • the inspiration behind Scrutinize & a detailed look at its features
  • best practices for ensuring security when using cloud services
  • various use cases for implementing Scrutinize

Resources mentioned in this episode:

About John:

My name is John. I grew in a small town in north Texas and moved to Austin at 17 with plans to be a rockstar guitar player. It turns out you actually have to practice to be a rockstar, so that fell through. After spending a few years idling about, I decided to get serious and finished my BA in Finance at St. Edward's University.
I spent most of my career in various roles across the accounting and finance functions, learning as much as I could about how to use data to drive more strategic decisions that led to better outcomes for the businesses I worked with. In 2018 I started my own fractional CFO and bookkeeping firm, which is where I ran into the idea that eventually became my current focus - Scrutinize - which is a platform we built to provide bookkeeping quality assurance by automating ledger reviews.
I still live in Austin, TX with my wife, son, and dopey Staffy.
Connect with John:

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:

Dubsado Decoded Summer Sale (20% off) CLICK HERE

Join the next free training at ambitiousbookkeeper.com/training

  continue reading

Chapters

1. 117 ⎸ [SYSTEMS] Scrutinize with John Rea (00:00:00)

2. Introducing John Rea (00:05:18)

3. How John got with Scrutinize (00:06:18)

4. Software Integrations (00:09:30)

5. When to Implement Scrutinize (00:10:05)

6. Proposal Scoping (00:12:35)

7. A.I. And Security (00:17:07)

8. Where Scrutinize is Going (00:27:03)

9. Reporting Tools (00:29:45)

10. Charging for Diagnostics (00:32:33)

11. Connecting to John (00:38:46)

12. Advice for Firm Owners (00:40:27)

171 episodes

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