Tech 4 Accountants
The Tech Talk for Accountants Show
On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more information visit us at https://tech4accountants.net/
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Episodes
Intuit's Legacy Clients Get Free Consultation on How to Use Gbo 10.03.2023 1:55
The conversion tool that Intuit uses for converting desktop companies to Qbo does not work well with multicurrency companies.
How to Thrive with Desktop-First QuickBooks: A Comprehensive Guide 09.03.2023 1:59
The author chose to write the guide for QuickBooks Desktop first because the features are more stable and less likely to change than those in QuickBooks Online.
Multi-Currency Focus Leaves Others in the Dust 08.03.2023 1:58
By specializing in a certain area, you become an expert in that field and can better serve your clients. This also allows you to develop processes and shortcuts that come with experience and save time in the long run.
Accountant's experience with QuickBooks in Canada: "I found it amazing and loved it" 07.03.2023 1:48
The multi-currency function in QuickBooks allows businesses to manage transactions in multiple currencies, making it an essential tool for businesses that operate in multiple countries.
Esther Friedberg Karp-All about the International QuickBooks Space 05.03.2023 36:19
Esther Friedberg Karp is a well-known trainer, author, and speaker who hails from Toronto and owns and operates the QuickBooks consulting firm EFK CompuBooks Inc. She develops and delivers QuickBooks training programs for Intuit, and she is certified in several locations, including the international versions, in both desktop and online QuickBooks software. Esther was recognized as one of the top 1...
American small businesses still rely on QuickBooks desktop for accounting 02.03.2023 2:04
If you're an accountant, then you know that QuickBooks desktop is still the gold standard for small businesses in the US. But what you may not know is that the narrative around AI and technology replacing accountants is totally torpedoing our pipeline right now. This is a huge opportunity for firms who are willing to embrace the change. Unfortunately, the narrative is making us more efficient.
Cloud-based AI is transforming legal practice management 02.03.2023 2:08
The most exciting application of AI in accounting is its potential to be built into practice management systems, where it can provide more intelligent responses to emails, automatically fetch requested documents, and more.
Cloud Accounting Apps Help Businesses Save Time and Money 02.03.2023 1:44
If you're looking for a powerful way to integrate data across cloud apps, The Tech Talk for Accountants Show is a great resource. In this episode, you'll learn how running your business in the cloud can give you a competitive edge. What is undefined? The undefined data type is a data type that represents the absence of a value. It is used to indicate that a variable has not been initialized, or th...
Twitter is a powerful force multiplier for businesses 02.03.2023 2:08
Twitter became a go-to source of information for this speaker during the COVID-19 pandemic because it was more efficient than traditional research methods and allowed for collaboration among users.
Jason Staats- How to Use Technology to Increase Your Own Bandwidth? 27.02.2023 44:01
Jason Staats is the founder of Realize. He guides you through brainstorming, writing, and the different ways to put your material out to attract & educate clients while establishing your brand. He had led a $5M accounting firm for the previous 18 months, grown a SAAS to $30k MRR, sold a startup, grew a creatorpreneur business to $10k MRR, and created commercials for LinkedIn and Zapier. Realiz...
Compliance Work Is Essential for Successful Advisory Services 23.02.2023 2:07
The compliance work needs to be done, needs to be done right and it kind of leads towards that advisory.
New data visualization tool helps businesses make decisions 22.02.2023 2:03
Data visualization is a powerful tool that can help businesses spot trends and anomalies in their data. This can help businesses make better decisions about things like staffing and marketing.
How to Use Data Visualization to Understand Your Business 21.02.2023 2:01
The visualization tool will help users to better understand the data and identify key patterns that would otherwise be difficult to see.
Data-Driven Businesses Make More Money 21.02.2023 2:13
The data analysis provided by an outside firm can help business owners make smart decisions about their company by identifying trends and forecasting future sales.
Vangelis Kyriazis-All about Advisory Services, Reporting, and Data Insights 20.02.2023 39:50
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...
Get through the tough times with grit and determination 16.02.2023 2:12
The sunk cost fallacy often leads us to continued frustration with new tools- it's important to evaluate if the costs (in time and money) are worth it.
The Impact of Change on Accounting Firms 15.02.2023 2:08
Think about how the main partner's decisions impact the accounting firm – and don't make changes just for the sake of it. Change is the only constant, but that doesn't mean everything needs to be blown up every time something happens.
A company's needs shift over time: Here's how to change your tool set accordingly 14.02.2023 2:08
The needs of a business change over time, so the tools that a business uses to manage its workflow should be evaluated regularly to ensure that they are still the best fit for the company's needs.
When emotional attachment interferes with business goals, it may be time for a change. 14.02.2023 1:48
The emotional attachment or disenfranchisement to what is already there can often times be stronger than the mental baggage of starting fresh, causing many firms to pay the price for transition.
Will Hill- The Significance of Having a Business Process Documented 12.02.2023 44:41
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...
The Importance of a Digital Presence for Businesses 09.02.2023 1:44
Different buyers today weigh in on that differently. Right. Previous generations, we'd go to our country club and we'd ask for referral. That was the form of looking at a review online or a testimonial. In today's buyers, so much of that research is done online. Sarah Dobek https://Inovautus.com https://inovautus.com/news-insights/growth-outlook-for-accounting-firms/ Inovautus CPA Firm Marketing |...
Firms: Improve Response Time to Increase Brand Reputation 08.02.2023 2:03
Even if you can't take on a whole lot of new clients, protect your brand and your reputation by getting back to them and offering them a suggested alternative. Sarah Dobek https://Inovautus.com https://inovautus.com/news-insights/growth-outlook-for-accounting-firms/ Inovautus CPA Firm Marketing | Inovautus Consulting - Practical Ideas for Growth Inovautus Consulting is a leading CPA marketing firm...
"Heed Your Instincts to Thrive in Changing Environments" 07.02.2023 2:01
This episode of Tech 4 Accountants is all about how to be mindful of our instincts and adapt to changing environments. Mike talks about how we often don't listen to our instincts enough, and how important it is to have a growth mindset. This is a great episode for anyone who wants to learn more about how to be successful in business. Sarah Dobek https://Inovautus.com https://inovautus.com/news-ins...
Innovatus Consulting Aids in Tax Season and Beyond 07.02.2023 2:08
As we approach tax season, it's important for accountants to focus on providing excellent client service and communication. This will help them build a strong reputation and brand experience that will lead to long-term growth. Sarah Dobek https://Inovautus.com https://inovautus.com/news-insights/growth-outlook-for-accounting-firms/ Inovautus CPA Firm Marketing | Inovautus Consulting - Practical Id...
Sarah Dobeck-The Importance of Data in Your Marketing 06.02.2023 41:59
Inovautus Consulting, a nationwide consulting company that creates strategies, processes, and training to aid accounting companies in growing more quickly and effectively, was founded and led by Sarah Johnson Dobek. With her systematic commitment to best practices and aptitude for comprehending an organization's starting point, Sarah helps businesses succeed and grow. Sarah and her team assist bus...
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