The Tech Talk for Accountants Show

Join us for an exhilarating episode of Tech Talk for Accountants Show, where the remarkable Randy Crabtree, a seasoned accountant and visionary entrepreneur delves into the exciting world of the upcoming Unique CPA Conference. Prepare to be captivated as Randy unveils a groundbreaking platform meticulously crafted to unite accounting professionals, empowering them to forge invaluable connections,...

🎙️ 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...

Mark Stobel from Nexus to discuss client advisory services and how firm owners can optimize their team tech trajectory. With Mark's insightful tips and strategies, listening to this episode will enhance your life in countless ways. Mark shares his own experience of leaving public accounting and starting a virtual CPA firm, and how he sold it after four years of running it successfully. He also...

Loren Fogelman, former sports psychologist turned business coach works with entrepreneurs to help them work half as much but earn twice as much. She helps accounting businesses charge top dollar and draw in high-caliber customers. She explains the significance of understanding who you want to work with and how to position yourself to attract those customers. Loren offers detailed advice on how to...

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...

Eran Shif, head of the Transfer Pricing Division at Avalara, and Sean King, president of Align Global Consulting, were guests on the Tech Talk for Accountants show. Eran started his career in the Israeli tax authority and then moved to EY, where he spent 10 years before joining Avalara. Sean is a lawyer by training and spent many years in the international tax and global structuring practices in B...

Donnie Shimamoto is a highly accomplished CPA, CITP, and CGMA with a passion for helping accountants and their clients make better decisions around transformation. He is the founder and managing director of Enterprise Technologies and the inspiration architect for the Center of Accounting Transformation. Donnie Shimamoto is a thought leader in the accounting industry and has conducted extensive re...

Jody Padar is the author of the book called The Radical CPA. She has gained recognition as an evangelist for disruption, technology, and change under the moniker "Radical CPA." She aspires to modernize the accounting profession and guide the following generation of accountants toward a better way of life where they may return home on time, provide for their clients more, and nurture thei...

Luke Templin, CPA, vCFO, is a consultant assisting CPA firms in growing as a co-founder of a2advisers.com by night, focusing on modernizing the CPA profession and shifting it from a compliance-focused profession to an advisory-focused profession. By day, he is a virtual CFO building his second client accounting and advisory line of business for Hancock/Dana CPAs. Templin, a master's in account...

Geraldine Carter is a strategy and mindset coach for solo CPAs. Geraldine Carter assists hardworking CPAs in establishing their ideal accounting firm and way of life. Her clients go from being overworked to working the hours they choose while sustaining and expanding income with 250,000 to 1 million in revenue. She came across CPA after CPA who had the admirable ability to memorize a Google's...

Compliance with sales tax regulations can be an overwhelming burden for companies with limited resources, posing a serious risk of hefty fines and penalties.

By simplifying sales tax compliance for remote sellers, states can unlock immense economic potential – creating more opportunities for both Sovos and non-Sovos clients.

By exempting small sellers from sales tax requirements, states can maximize their own gains, demonstrating a shrewd and forward-thinking approach to economic development.

Retailers nationwide are now mandated to comply with an overwhelming array of state sales tax regulations, making nationwide sales tax compliance an unavoidable burden.

Chuck Maniace is the Vice President of Regulatory Analysis & Design at Sovos. To facilitate professional growth within the Sovos organization and to improve regulatory understanding in the larger Sovos community, Chuck places a high value on making time to share his knowledge, experience, and perspective. Chuck loves nothing more than visiting Sovos offices throughout the world and trying the...

With the power of AI technology, universities, newspaper journalism, and customer service can now be transformed in unprecedented ways. ChatGPT's ability to quickly search, copy-paste, and respond to inquiries with lightning-speed accuracy is revolutionizing the way we do business.

With ChatGPT's creative brainstorming, we were able to successfully bridge the seemingly impossible gap between two software platforms - an incredible feat that would have been impossible without its invaluable insights and solutions.

Unlock your creative potential with Chat GPT and experience the power of generating unique, innovative ideas without having to switch between creative and logical thinking.

Tanya Cloud's Boot Camp offers an innovative and empowering experience for accounting professionals, equipping them with exclusive resources and a fresh perspective to build self-assurance.

Tanya Hilts is the founder of Cloud Business Services. She is passionate about reducing procedures, boosting workplace productivity, and improving client outcomes. Tanya founded "Bookkeeper's Bootcamp" in 2017 with the unwavering goal of providing her team and the bookkeeping community at large with the greatest tools possible. Tanya is a Mentor Plus® Program alumna who has obtained...

Thanks to Notis cutting-edge e-signature, Amazon Chime video conferencing, and business analytics capabilities, Gen Zers were able to seamlessly transition to remote work during the pandemic.

Notis is guaranteed to revolutionize the way you manage and track your legal documents, providing an unprecedented level of convenience and customization with its intuitive, user-friendly design.

By leveraging Notis streamlined communication, task management, and status tracking for clients, businesses can cut their completion time from 3 months to a remarkable 1 month.

Audrey, an experienced CPA with 30 years of industry knowledge, spearheaded a revolutionary initiative to revolutionize document management for accountants, resulting in a powerful project management tool known as Notis - far superior to traditional methods.

Joshua Askew is the co-founder of Notis. He is a senior economics major at the University of Delaware. He intends to pursue a job in one of the business disciplines he is interested in, such as marketing or finance. Among his abilities are public speaking, time management, and the capacity to collaborate well with others. Audrey Askew is the founder of AUDET Inc. She has over 25 years of experienc...