The Tech Talk for Accountants Show

With 12 years in corporate management, across several industries Chris is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader for the accounting community.

Alex Raymond launched WestonDEV with his partner Kenneth Segall to pursue their passion of helping startups and businesses. WestonDEV is a boutique, South Florida based software development company that partners with small businesses to provide affordable tech solutions like mobile and web apps to improve customer relations and increase revenue.

Co-Founder of Clienthub - A one-of-a-kind, web-based, client collaboration tool that takes communication out of cluttered email inboxes and into a secure, firm branded workspace. We are changing the way that accounting professionals work with their clients.

Statistically, 90% of tax users have already automated something in their business because that's part of the onboarding process. Taxdome always promotes automation. Companies help them scale their trade just in general to be more efficient and alleviate some pain. 

Taxdome automates client sign-up. If you start automating that process, they might begin to have clients sign up on their own using a link if they already have a portal where they have to enter clients manually. They receive instructions through email after signing up. The easiest thing to automate is that. Once that occurs, though, individuals begin to form concepts in their minds and become unwi...

The community has offered suggestions for the majority of the integrations they have created and successful collaborations they have achieved with other businesses. Additionally, they integrate with tax preparation software while having hardly any cloud hosting environments. And that achievement is seen as a tremendous accomplishment.

The area of business you work in has nothing to do with managing client communication, tasks, workflow, managing your paperwork, keeping things organized, keeping a good record of your client's history, the audit logs, or any of those other many components. Still, it's just managing team clients and digital data.

Edgar is a Product Implementation expert dedicated to providing simple and smooth solutions for Tax and Accounting firms worldwide. He's committed to the end-user experience and motivated by the outstanding outcomes and growth he's accomplished working with hundreds of industry professionals. TaxDome is a technology company founded on a thorough grasp of the tax and accounting industries. Their pu...

Qualified improvement property has undergone significant adjustments in recent years, with definitions shifting slightly. However, the 2017 tax reform, bonus depreciation, and all of those things may have been a significant concern initially, and the IRS was looking into it today.

There are two levels of exams that they have. First, you can join in and be considered an associate member immediately. You can get the full member benefits, access to all the calls and the conference after your first year in the industry, and 1000 direct hours of doing costume irrigation work. If you're eligible, you can take the member exam. 

Expectation varies on an individual basis. Some firms require members and need to reiterate that membership in the ASCSP is individually based; it's not a firm base. Only individuals or members are there to represent a firm basically, or whoever you're working for. Some of the firms that have members require you to join, and you must know how much you will get involved. Some people get involved. T...

One of the most valuable aspects of ASCSP is the networking opportunities and connectivity to other countries' professionals. So they'll either answer the inquiry or steer you in the right direction. The advantages also include continued education. As a society, they hold an annual conference inviting lecturers, industry professionals, and others to present on various topics.

Travis is the Central Practice Leader for ICS Tax, LLC, and he is a construction professional with over 20 years of experience in tax consulting and residential construction. He has demonstrated expertise in taxation, depreciation, fixed assets, and construction payment applications. He graduated from the University of Minnesota, Minneapolis, with a BAS in Construction Management. Travis is a cert...

People will spend more in smaller increments over a longer period of time than they will in a single transaction. That is most likely not rocket science to anyone listening. When you provide the initial value, the additional value proposition, clients will use less than 80% of what they buy, which is the second principle of subscription.

The likelihood of us having a meaningful conversation with the accountant decreases. Because email isn't a decent client account or experience, it's clogged with all kinds of other garbage. It'll alter the world if you use the appropriate technology and have the correct subscription model. You'll be the tax preparer in their pocket, always available to them financially and technologically.

Subscription-based pricing is new to the profession. With making a big push to introduce subscription-based pricing for service-based companies, Ron Baker was the champion of value pricing and the champion of getting away from the hourly rates. He's been turning that ship for 20 years. 

Automation technology is advantageous and time-saving. The technology is more smooth, and there are fewer risks. The Laverne and Shirley effect, where they get to see the transactions move through, is experienced by around 80% of the companies who have adopted this technology.

For this episode, we welcome back Joe Woodard, the CEO of Woodard. He has trained over 125,000 accounting and business professionals in practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their firms as an author, consultant, business coach, and national speaker. Joe is the host of the Woodard Institute, Woodard Alliance, an...

Track 1099 Do the e-delivery services trace if the client already sent the email and if it's bounced back or received it, or did they pick up their 1099? They like the hands-off paper-free options. So as the public and the IRS could get rid of paper, They think that would go a long way towards efficiency.

They were introduced to Avalara a few years after Track 1099 was established. Avalara approached them again after 11 years in business and expressed interest in purchasing the company. Avalara invests in highly profitable businesses with strong management. As a result, everything fell into place perfectly. It seemed like the appropriate time to join Avalara because Track 1099 was an established co...

Track 1099 communicates with its clients on a frequent basis to assist them in completing their tasks. As a result, they are excellent at listening to their customers.

Track 1099 is a software that helps accountants for small businesses. It is easier than emails and calls in. You only need to fill it out and submit it.

S. Lindsey West, the CEO of Track 1099 . She developed two successful Deep Web crawling companies that gathered valuable government data from the ITC, FDA, NIH, USPTO, and Clinical Trials. She had sold monthly subscriptions to law firms for five years. Lindsey also founded a company that offers a novel, online IRS e-file and e-delivery platform and served over 200,000 businesses filing 1099-MISC a...

Matt Vaadi is a multi-award-winning human resources executive with over 15 years of expertise in the field of human resources solutions and software. He is passionate about assisting organizations in engaging, retaining, and growing their most valuable asset – their employees. At guHRoo, they help small businesses simplify their payroll, HR, and benefits. They are a mission-driven firm that donate...

Matt Vaadi is a multi-award-winning human resources executive with over 15 years of expertise in the field of human resources solutions and software. He is passionate about assisting organizations in engaging, retaining, and growing their most valuable asset – their employees. At guHRoo, they help small businesses simplify their payroll, HR, and benefits. They are a mission-driven firm that donate...