The Tech Talk for Accountants Show

In this episode, I am joined by Maya Weinreb, the founder of Solvency Now, to discuss her journey from being a full-charge bookkeeper to running a successful remote bookkeeping business. Maya shares her insights on the challenges and misconceptions in the bookkeeping industry, the cultural nuances of managing a remote team, how she handles the hiring process, and the importance of persistence and grit in entrepreneurship.

Guest Information:

Maya Weinreb - CEO at Solvency Now Bookkeeping, Inc.

In this episode, I am joined by Loren Fogelman, a renowned business coach at Business Success Solution, recognized by HubSpot as one of the world’s top 22 business coaches. Loren shares her expertise in transitioning accounting firms from the traditional hourly billing model to a value-based pricing strategy. She outlines her “Raise Your Rates” formula, emphasizing the importance of quality clients, effective communication, service packaging, value pricing, and consultation mastery. Tune in to transform your accounting firm with the Value Pricing Model and the “Raise Your Rates” formula!

Guest Information:

Loren Fogelman - Price & Profit Coach | Keynote Speaker

In this episode, I explore the B3 Method (business, balance, and bliss) for achieving work-life harmony with special guest Amy Vetter, a CPA, entrepreneur, and yoga teacher. Amy shares her journey from a traditional accounting career to incorporating yoga and mindfulness into her life and business practices. She discusses the importance of self-assessment, the role of technology in creating space, and practical steps for integrating mindfulness into daily routines.

Guest Information:

Amy Vetter - Chief Executive Officer, Keynote Speaker & Visionary Consultant

In this episode, I got to sit down with Orin Schepps, the CEO & Founder of Consultance, who believes in the power of financial clarity and strategic insights to drive organizational and business success. Today we discuss the role of technology in modern accounting practices, covering the challenges and solutions associated with implementing and managing a technology stack for accounting firms!

Guest Information:

Orin Schepps - CEO & Founder of Consultance

In this episode, I got to sit down with Randy Crabtree, the co-founder of Tri-Merit Specialty Tax, Host of the Unique CPA Podcast and Bridging the Gap Conference, and Keynote Speaker. We discussed Randy’s background in accounting and what led him to start Tri-Merit. He shares the overview of the upcoming Bridging the Gap Conference in Chicago and what he is most excited about, such as topics relating to automating, collaborating, and delegating. Hear all that and more in this exciting new episode!

Guest Information:

Randy Crabtree - Co-Founder of Tri-Merit Specialty Tax

In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do things that most people might not realize, such as supporting clients during tough times. This episode is filled with valuable information and insights from start to finish and is one you don't want to miss!

Guest Information:

Eric Mangold - CWS Founder, Financial Professional

In this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning services and strategies for accountants. The conversation also touches on personal experiences with investing, the value of professional expertise, and the importance of adapting to client needs. Overall, the episode provides insights into how accountants can expand their services, increase their value to clients, and adapt to changes in the industry.

Guest Information:

Jackie Meyer - Founder of taxPlanIQ & Host of The Concierge CPA Podcast

In this episode, I got to sit down with Angela Meharg, one of 2024’s Top 50 International QuickBooks ProAdvisors. Angela is neither a bookkeeper nor an accountant but she is definitely accounting-adjacent. Her company, Datisfy, focuses on one single thing: Custom Reporting for QuickBooks and she's been doing that for 10 years now. Join us as we discuss how Angela’s company Datisfy carved out a unique niche, providing solutions to eliminate the “Excel export gymnastics” that plague many businesses trying to extract meaningful data from QuickBooks.

Whether you're an accountant, bookkeeper, or business owner, this episode offers valuable perspectives on reporting, data management, and getting the insights you need to drive your organization forward.

Guest Information:

Angela Meharg - Founder & CEO of Datisfy

In this episode, I got to sit down with Melissa Miranda, CPA, wife, mom, and business owner, to discuss the often overlooked aspects of empathy and communication in the accounting field. As the owner of Step By Step Accounting, recently named a top 50 Woodard Accounting Firm, Melissa shares her personal journey that led her to focus on these softer skills.

Drawing from her childhood experiences on a dairy farm, where her father's struggle with the financial side of his business led to severe depression, Melissa emphasizes the importance of clear, empathetic communication between accountants and their clients. She provides practical tips on language use, such as employing passive voice and "weak language" to create a more supportive environment.

Guest Information:

Melissa L. Miranda, CPA - Owner of Step By Step Accounting

In this episode, I got to sit down with Kelly Gonsalves, a QuickBooks Pro Advisor and the founder of Totally Booked. Her mission is to assist every small business in becoming more profitable by utilizing efficient accounting processes.

We dive into her insights on scaling an accounting firm through automation and leveraging AI. Kelly discussed her journey from working a corporate job she disliked to building a successful remote firm by integrating technology and apps. The discussion covers practical tips on using AI for marketing, social media, and streamlining processes, as well as strategies for coexisting with AI and leveraging its capabilities while maintaining human oversight. Kelly also shares her experiences with automation tools, productivity apps, and the challenges of balancing technology with client relationships.

Guest Information:

Kelly Gonsalves - Founder of Totally Booked

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 channels like Amazon, Shopify, and brick-and-mortar stores. Ajoy explains how cin7's platform goes beyond just tracking inventory levels by providing valuable insights that drive smarter business decisions. This includes identifying fast-moving products to restock, slow-moving items to discontinue, seasonal demand patterns, and more. He stresses the importance of having a centralized source of truth for inventory data that seamlessly integrates with accounting platforms like QuickBooks to ensure accurate financial reporting and profit analysis.

Whether you're a seller, accountant, or just interested in intelligent commerce solutions, this conversation offers an insightful look at how the right tools can transform inventory from a costly necessity into a strategic advantage.

Guest Information:

Ajoy Krishnamoorthy - CEO of Cin7

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 myths like the 50/50 rule for wages vs. distributions and explain how to properly determine a defensible reasonable compensation amount. Paul shares insights from his company's expertise in this niche, including the legal risks of getting compensation wrong and the tax/retirement planning benefits of getting it right. It's an engaging conversation packed with practical tips for advisors and entrepreneurs alike on navigating this key compliance issue.

Guest Information:

Paul Hamann - Founder of RCReports

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 creative interests. 

Scott discusses the evolution of his firm, from automation and marketing strategies to building a self-sustaining business. The conversation also explores the potential impact of AI on the accounting profession and Scott's vision for a future where technology enables professionals to step away from their desks and engage more with the world around them.

With a blend of entrepreneurial insights, rap performances, and thought-provoking discussions, this episode offers a captivating glimpse into Scott Scarano's unconventional journey.

Guest Information:

Scott Scarano (OKR) - Rapper/Accountant @ Accounting High

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

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

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.

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

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

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

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

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

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

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

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

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

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!

🎙️ Join us on the Tech Talk for Accountants show as we dive into an exciting conversation with Nick Chandi, the CEO, and co-founder of ForwardAI. Get ready to be amazed by Forwardly, the groundbreaking real-time payment enabled cashflow management tool designed exclusively for small and medium-sized businesses in North America. 🚀

With its unique B2B focus and seamless integration with accounting software, Forwardly, is about to revolutionize the way businesses handle their finances. Don't miss out on this episode as we explore the key features, benefits, and insights behind this cutting-edge technology. 🌟