The Tech Talk for Accountants Show

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 engage in critical discussions...

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 leaders bring about positive change. Will has spent mo...

🎙️ 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 FinOptimal, a groundbreaking company that brings t...

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 worker...

Giles Pearson, the CEO and co-founder of Accountests, a company 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 also discussed in the interview. While some lower-level tasks can no...

Lance Brandow is the creator of Brandow Consulting, a QuickBooks 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 users and 20% of his consulting inventory software...

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 possesses excellent messaging, communication, and tea...

As the founder and owner of Leaders Online LLC, Katie Thomas, 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 biggest professional service businesses in the world and earning bache...

Jeremy Wood is from Firm 360, the all-in-one practice management software, and an advisor. They aim to keep solid connections with the people we help. They are aware that to do that, they must gain the respect of every single client. Because of this, they work hard to satisfy and even beyond all of their clients' expectations. They wish to have a constructive influence. Their corporate ideals...

Jason Richelson is the Co-Founder and CEO of Bookkeep, an automation 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 started his career as a systems analyst for Pricewat...

The visionary and best-selling author Tom Wheelwright, CPA, is behind numerous businesses focusing on wealth and tax strategies. Tom is also a well-known platform speaker, a prominent authority on partnerships and company tax methods, a published book, and a pioneer in wealth education. In his best-selling book Tax-Free Wealth, Tom Wheelwright teaches business people and investors how to create en...

He is the Nimbl founder and CEO. They are committed to freeing 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 for numerous other companies as well as a venture capital fund. They currently...

Rory has more than 15 years of experience working as a tax and financial counsellor. In order to provide holistic wealth management services, 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 while enhancing the client experience. He co-hosts...

The position of VP of Business Development and Corporate Strategy at Canopy was first held by Bryson Webster in 2022. Before that, from 2022 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 Development and partnerships - Experience Cloud, Bus...

Judie is a qualified accountant and a member of the Client Hub founding team. She is aware of many of the difficulties faced by the accounting profession when dealing with SMB clients. She created a user-friendly yet effective platform that offers businesses a completely new approach to collaborate with their clientele. The straightforward concept behind Client Hub's creation was that business...

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 targeting and criminal investigations. The importa...

Paul is the founder and president of RCReports, Inc., a business 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 recruiter and a compensation consultant to small firms...

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 that, they worked for Siri, Inc., an early mobile vi...

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

Samantha Hallburn is the founder and owner of PBS Accounting and Tax Solutions, as well as Simplified Accounting Management, Inc. Samantha, has more than 10 years of sales, marketing, and public relations expertise. She eventually made her way into banking and lending and works with entrepreneurs from a variety of industries. Samantha has taught QuickBooks to accounting professionals, small busine...

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 are passionate about assisting businesses in de...

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 their tax planning strategies, he has more than 30 y...

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 by firms and accountants. They provide services t...

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, traveling, boating, singing lead in a heavy metal band...

🎙️ 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...