The Tech Talk for Accountants Show

🎙️ 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 together the best of both worlds. Through FinOptimal, Jesse and his team offer accountants and businesses using QuickBooks innovative solutions that leverage cutting-edge technology. During this episode, Jesse sheds light on the challenges accountants face when it comes to embracing technology. He emphasizes the vast potential of automation in reducing manual tasks and freeing up time for more important work. By combining their accounting knowledge with engineering skills, FinOptimal provides a range of services, including bookkeeping, tax preparation, and financial analysis. This episode serves as a reminder of how important technology is in transforming the accounting sector and promoting productivity. This podcast is a treasure of knowledge whether you're a business owner looking to maximize your finances or an accountant looking to use technology. Discover the fascinating intersection between accounting and technology by tuning in right now. Prepare to be motivated and inspired as you explore the intriguing possibilities that exist where these two disciplines converge. Don't miss this informative Tech Talk for Accountants episode and be sure to like and subscribe to grow the channel.

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 sheds light on the importance of having systems in place and creating a client acquisition strategy to build a scalable and healthy firm. Learn how to find your niche and gain repeated experience to grow your expertise exponentially.

Plus, discover how to lead with solutions instead of services and win the confidence of potential clients. Don't miss out on this informative episode, and be sure to like and subscribe to grow the channel. Visit nexus.com or MarkstoleCPA on LinkedIn to learn more!

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 run a small company more productively and successfully. She advises establishing limits for work hours and assigning duties outside of your area of expertise. Instead of charging hourly rates, she advises designing packages so that customers know precisely what they are receiving for their money. Additionally, she suggests carefully using social media channels by concentrating on one or two places where your target audience is most engaged. Loren's expertise as a sports psychologist turned business coach offers a unique perspective on how to apply principles of focus, determination, and goal-setting to the world of entrepreneurship.

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 now be automated, according to Giles Pearson, AI is not necessarily trying to eliminate jobs. Instead, it is a brand-new tool that is stronger than conventional tools and can address issues with finite solutions. Overall, Giles Pearson thinks that through increasing productivity and lowering errors, AI has the potential to change the accounting business. But he also acknowledges that integrating AI into accounting procedures is not without its difficulties. Employee resistance, for instance, could come from those who worry about losing their jobs or who are uneasy about using new technologies.

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 Big Four.

Eran and Sean discussed the importance of substance in transfer pricing and the need for a holistic approach to cross-border transactions. They emphasized the bilateral nature of transfer pricing and the inherent risk involved. They also discussed the importance of documentation and the need for companies to have a clear understanding of their transfer pricing policies. Eran and Sean also discussed the challenges that companies face when it comes to transfer pricing. They noted that transfer pricing is a complex area of tax law that requires a deep understanding of the business and the industry in which it operates. They also noted that transfer pricing is an area of tax law that is constantly evolving, and companies need to stay up-to-date with the latest developments.

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 research on various topics, including the adoption of hybrid work, cybersecurity risk, and diversity, equity, and inclusion practices. He is committed to providing neutral and agnostic research that includes the perspectives of solo practitioners and smaller firms. He has developed various programs and resources based on his research, including personal resilience and client satisfaction.

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 their love for the field.

Jody joined Trullion as a Truth Advisor in March 2021 because she is passionate about integrating AI and automation to improve our industry. Trullion tackles lease accounting and auditing operations to provide a more open and efficient process. She also serves as an adviser and spokesperson for Botkeeper, an AI-powered automated bookkeeping system that is assisting businesses in changing the way they provide client service.

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 accounting graduate of the University of Kansas, resides in Omaha, Nebraska, with his wife, two daughters, and dog. He loves to cook for his family and is a keen outdoorsman. He assists firms in growing through keeping key personnel, enhancing operations, creating new lines of business, optimizing pricing, cutting costs, and securing funding.

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 worth of tax code and a remarkable flair for solving complicated tax problems but little time to provide their clients with more beneficial services. Since they struggle to manage their firms in ways that enable them to use their expertise and work a fair schedule, talented accountants are thinking about leaving the field. She decided to find a solution because she is not one to stand by and do nothing.

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 local brews because he is an avid traveler and craft beer connoisseur. His priority is keeping Sovos clients fully compliant when rates, laws and regulations change all around them

https://sovos.com/blog/?solution=sales-use-tax

https://sovos.com/sut/sales-use-tax/

https://sovos.com/content-library/sut/the-continuing-evolution-of-sales-tax-2022-annual-report/

Chuck's recent blog on the proposed national sales tax: https://sovos.com/blog/sut/what-you-need-to-know-about-the-proposed-national-sales-tax/

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 her Level 5 Certified Advisor accreditation. Only Mentor Plus, the top training and consulting company for the accounting industry, grants the designation. Tanya is a member of the Intuit Trainer Writer Network, an Advanced Certified QuickBooks Online ProAdvisor, and has acquired the title of Certified Professional Bookkeeper with CPB Canada.

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 experience managing engagements in public accounting. Audrey also teaches accounting as an adjunct at Howard Community College. She has dealt with clients who required accounting advice for the past 20 years. Her main areas of business concentration include mid-sized public enterprises, municipal government, and nonprofits.

The conversion tool that Intuit uses for converting desktop companies to Qbo does not work well with multicurrency companies.

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.

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.

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 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 100 QuickBooks ProAdvisors worldwide in 2015, 2016, and 2017. She was also recognized as one of the Top 50 Women in Accounting for 2017. She was also a nominee for the 2018 RBC Canadian Women Entrepreneur Awards. Her objectives are to increase the number of client projects she works on, expand her professional speaking engagements, and write more.

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.

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.

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 that a function has been called with an incorrect number of arguments.

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 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.

Realize is a community of accounting firm leaders who put much effort into working together to grow. What began as a small community of like-minded company owners has expanded to include more than 300 skilled accountants globally.

The compliance work needs to be done, needs to be done right and it kind of leads towards that advisory.

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.

The visualization tool will help users to better understand the data and identify key patterns that would otherwise be difficult to see.

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 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 to over 50,000 companies across more than 50 nations, and each month they generate hundreds of reports, dashboards, and actionable insights. Live training sessions, frequent webinars, and in-depth knowledge center articles are all included to fast transform you from novice to power user.

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.

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.

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.

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 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 more than 20 years helping businesses run more effectively and in ways that benefit their clients. Will started Will Hill Consults in 2022 resulting in his experience and a drive for real change.

It is important to ensure that you have the buy-in from the right people before embarking on any type of process change. Without the right people on board, any change is likely to fail.

The biggest problem that my clients have is reporting. They spend so much time and energy every month on creating reports in Excel, which can be very tedious and time-consuming.

If you want to keep up with the latest technology trends, you need to move to cloud-based applications. Artificial intelligence is one of the biggest trends in technology, and all the publishers know that they're not investing in their on-prem applications anymore. The right technology is all cloud based today.

The use of technology to solve problems is becoming increasingly commonplace, and the Chief Cloud Officer is responsible for helping organizations assess and migrate their processes to the cloud.

David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his position, he is accountable for using cloud-based solutions and sector-specific service knowledge for ERP, CPM, CRM, AP Automation, and other crucial business processes to assist firms in growing strategically.

He is a Sage Intacct Certified Consultant and possesses the GIAC Security Essentials Certification. He is a frequent lecturer for the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), and various state accounting societies (GSEC). He served as both the previous president of the California CPA Education Foundation and the past chair of the AICPA IT Executive Committee.

If you're looking for marketing advice that will help you target accountants and small businesses, this episode is a must-listen. The speaker discusses the difficulty of marketing to these groups and how the cycle for a lead can take nine months. This episode is packed with useful information and is a great resource for anyone looking to learn more about marketing to this demographic.


-How to market to accountants
-How to market to small businesses
-The difficulties of marketing to these groups
-The lead cycle for a sale

The big misconception is that sales and marketing are the same thing. They are not the same thing and a lot of people want someone that is going to dabble in both.

Looking to start marketing in 2020? This episode of Tech 4 Accountant is for you! In it, the speakers discuss their experiences with marketing, specifically beginner SEO for accountants and app companies. They explain how beginner SEO is helpful for understanding how a company is being found and how they want to be found. They also mention the importance of diversifying a client base. This episode is packed with useful information for anyone looking to get started in marketing.


-How to get started with marketing
-The importance of SEO for businesses
-How to diversify your client base

This was a very pivotal moment because it showed that she was willing to take a risk and go for what she wanted without a safety net.

Kelly Gonsalves is the founder of Totally Booked, the co-founder, of Totally SEO, the co-founder of Ideation: Think Forward, the co-founder of Leading Lady Machine Works, the top 10 ProAdvisor in the World, and top 50 Cloud Accountants North America. She is a real businessperson who invests fully at all times. Kelly is a formidable opponent. Kelly started Totally Booked five years ago, marking the beginning of her first endeavor (TM). The goal is to help all small businesses increase their profitability by using effective accounting procedures.

Many would relax and enjoy their accomplishment, but Kelly is not the majority. She doesn't appear to be slowing down. Kelly started a new company called Totally SEO in 2020. The main goal of Totally SEO is straightforward: to increase the visibility of accounting experts and app partners within the target audience so that they can concentrate on building the successful businesses they deserve.

The accounting industry is evolving and struggling to keep up with the changing markets, which has been exacerbated by the COVID pandemic. The remote workforce has become more common, but it has also made it harder to maintain the leadership connection from people in different offices.

The current market trend for accounting firms is to move heavily into the advisory sector in order to better service their clients' needs. This can be done through building up an internal team, acquiring another firm, or partnering with another company.

The first step to selling a business is to have a conversation about what the firm is worth and what kind of expectations there are in the market. This will help to set a realistic price for the business.

The decrease in the talent pool for accountants has left many firms struggling to maintain their businesses. Without enough young people coming into the profession and an aging baby boomer population, firms are having to rely on outsourcing and other methods to keep up. This can often be difficult and unprofitable, leading many firms to consider selling or merging.

Bob, who is among Accounting Today's Most Influential People, has dedicated his life to advancing the CPA profession for the past 25 years. In order to combine or purchase a CPA firm or a non-accounting company like a computer company, VAR, or consulting group, he works with the Top 10 on down. His deal help comprises full deal cycle management, from inception through discussions and closing, as well as deal counseling for prospects a firm independently identifies. Bob holds more than thirty speaking events annually on average.

He attended DePaul University in Chicago where he earned both an MBA and a degree in finance. He has vast experience working with the leadership of CPA firms and supervised a regional accounting team for a Fortune 36 corporation. He helps with businesses to help their partners and staff improve their selling skills, mine clients, and build referral networks. He also teaches value pricing, specialty development, and can set up outsourcing options.

The budgeting and forecasting process is not sexy, but it is important. Large companies embrace this process because it allows them to accurately predict the future. As a business adviser, you should be familiar with this process and be able to help your clients solve problems.

If you're looking for tips on creating and sticking to a budget, this episode is a must-listen. In it, the importance of delegating budget decisions to employees is discussed, along with the cadence and monthly review process that are critical to making a budget work. You'll come away from this episode with a better understanding of how to budget effectively and make it work for your business.

The benefits of using a rolling forecast process for businesses. This process allows businesses to track their progress and make adjustments as necessary, based on actual results for past months. This is an essential tool for businesses of all sizes.

At Playing Guru, we provide budgeting, forecasting, and financial modeling software to businesses of all sizes. Our software is flexible and easy-to-use, allowing users to get down into the weeds and create detailed forecasts. I'm the CEO of Playing Guru and have 12 years of experience with the company. Prior to Playing Guru, I worked at IBM in their finance department.

Christian formerly worked for IBM's Global Technologies Group as the Worldwide Plan Analyst before joining PlanGuru. Before it, he worked in a comparable capacity for IBM North American Operations. He has assisted hundreds of companies, non-profits, and financial experts since joining PlanGuru in creating more precise budgets, projections, and plans faster.

In PlanGuru, they assist businesses in carrying out this type of analysis faster and more effectively than they could with Excel. Additionally, they help small firms carry out these crucial procedures for the first time by working closely with them or allowing their accounting company or consultant to do so.

The way to increase the value of your services is to have a conversation with the client about the value they will receive from the solution you provide.

Listen to the amazing story of how one accountant went from making $700,000 a year to living a life of joy and freedom. Learn the science behind happiness and how you can use it to transform your life. This episode will change the way you think about success and happiness.

CPA firms typically aim for a 50% profit margin, but most don't come close. When I had my accounting practice, my profit margin was 73%.

The traditional model of success in accounting is outdated and does not lead to a fulfilling life.

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, travelling, boating, singing lead in a heavy metal band, coaching and consulting accountants, and going on various adventures.

The Accountant Success Formula programs are for qualified accountants who must adapt their business model to increase net income, draw in their ideal clients, and take back the freedom and time they deserve. Trading money for labor and cranking out as many tax returns as possible is the old corporate model, which is tyrannical, robs us of our freedom, and brainwashes us into believing three lies: that our WORTH is equal to the hours we work, that our CLIENTS are naturally priced sensitive to our services, and that tax time just has to SUCK.

Link: https://www.accountantsuccessformula.com/home-page

Free Master Class: https://www.accountantsuccessformula.com/masterclass31550911

Free Book: https://eriksolbakkencpa.com/book/

The most important thing for a job applicant to do is to tailor their resume to each specific job they apply for. This can be done by backwards engineering the job listing to understand what skills and responsibilities the employer is looking for, and then adapting your template resume to fit those requirements.

When considering whether or not to use a new technology in your business, assess what problem or challenge you're facing that you're trying to resolve, and whether or not you've already systematized it.

The importance of standing out when seeking employment. Utilizing best practices, such as research and connecting with the interviewer, can help make the candidate more top of mind.

The most important thing you can do when job hunting is to make sure your resume and cover letter stand out. One way to do this is to address the specific qualifications the employer is looking for in your cover letter. This shows you have what it takes to do the job and makes you more personable than a resume alone.

When job hunting, it is important to make your resume stand out from the rest. One way to do this is by using keywords that are relevant to the position you are applying for. Another way to make your resume stand out is by actively reaching out to the employer and expressing your interest in the position.

Roger Knecht is the president of Universal Accounting Center, which assists accountants in having the best accounting company in their community that provides high-quality, value-added services with assurance and competence. Over more than 20 years, he has assisted thousands of accounting professionals in starting and growing their firms, developed programs to address every facet of an accounting business, and co-authored Red to Black, the how-to guide for accountants to assist clients with the most typical business difficulties.

In addition, Roger is a leader in strategic business development who works with business owners to set short- and long-term goals, strategies, plans, and policies that will boost sales, boost profitability, and increase the value of the company.

It is useful to understand the process behind algorithms instead of blindly trusting them. This understanding allows for more critical thinking and creativity when problem solving.

Working from home can impact productivity due to isolation, something to be aware of to prevent productivity decline.

The best way to ensure employees are productive is to trust them and judge their output, not by how many hours they clock in.

If you're looking for ways to be more productive, this episode of The Tech Talk Accountant Show Podcast is a must-listen. The speaker discusses the importance of having a dedicated space to work in order to minimize distractions and maximize productivity. He shares how he has worked from home for most of his career and has found that having a dedicated space to work in has been helpful in allowing him to focus. This episode is packed with useful tips and advice that will help you boost your productivity

Ted Needleman is a former editor-in-chief of accounting technology and a contributing editor to accounting today for the last 25 years. He has a track record of accomplishments as a Contributing Editor in the publishing sector. Competent in marketing strategy, technical writing, operations management, social media, and advertising. Dedicated media and communication professional with an MS from Iona College with a teaching concentration.

About 4,000 reviews, editorials, feature articles, and two books—including the first book ever published on using PCs in a small accounting firm—have been produced by him in his spare time. The other book is titled Accountant's Guide to the Internet. In his leisure time, he enjoys reading science fiction and action thrillers, playing with Raspberry Pi computers, and listening to music. He also enjoys reading magazines about the Maker Movement.

If you're a small business owner, keeping track of your finances is essential to your success. But who has the time to do all the bookkeeping? That's where outsourced accounting and bookkeeping services come in.

These services are growing in popularity because they offer several benefits to small businesses. They can save you time and money and free up your staff to focus on other tasks.

If you're a business owner, you know how important it is to maintain the trust of your clients. But did you know that one of the best ways to do that is by ensuring that you're providing them with accurate information about the value you provide?

Outsourcing your accounting to a professional can be a great way to ensure that your clients always have access to accurate information about your business. 

If you're looking for a way to improve your efficiency and accuracy while closing your books, in this episode, you'll learn how accountants are billing clients based on value and how automation can save you time and money. Don't miss out on this informative episode.

Billing and accounting software has evolved from being focused on sales to automating back-office processes like expense reports and bill pay. This has made these solutions more efficient and allowed companies to invest more in them.

Bob is an SVP, Accountant Channel Development at Corpay One. His expertise and passion are using innovative solutions and automating historically inefficient business processes to develop high-growth channels and strategies in financial accounting and ERP ecosystems for early-stage cloud/mobile businesses to develop strategic partnerships.

His leadership philosophy is based on empowerment and engagement. With a clear mission to enable team members to develop their skills, gain experience, and build relationships they can use to take their careers to the next level in our rapidly growing organization.

Investing in employees and helping them to develop and grow their career will result in happier staff and less of a staffing problem.

The biggest asset of an accounting business is its people, yet firms often fail to invest enough time in developing their careers. This podcast episode explores why this is a problem and how firms can retain employees by focusing on their people.

-What is the focus of the podcast?
-How can firms better retain employees?
-What are the benefits of investing in employees?

The podcast is about how to manage a remote team. The speaker believes that if a company already has a remote team, adding another office (in a different country) does not present many challenges. However, if a company does not have a remote team, it is important to create good process and train the employees well. Otherwise, the company's process will be exposed when working with a remote team.


1. The challenges of managing a remote team

2. The importance of creating good process

3. The importance of training employees well

Are you struggling to keep up with demand from clients? Do you feel like you're in over your head?

You're not alone. In this episode of True Stories & Science, we talk to a financial services business owner who struggled with the same issues. But he didn't give up. He found a way to set up his own back office in Australia and now employs over 2300 people.

Nick Sinclair is a well-known expert on accounting outsourcing. He founded TOA Global in 2013 to address the most common pain points accounting, and bookkeeping firms face, including capacity, profitability, people, and time. His interest is assisting accounting firms in developing outstanding employees, giving them more time, ability, and capability to impact the SME communities positively they serve worldwide.

Small and large international organizations can get specialized outsourced accounting talent from TOA Global. Put the abilities of their employees to work for you. Based on a comparison of the employee sizes at the top 5 Philippine accounting firms, TOA Global is currently one of the country's largest employers in the accounting sector.

The importance of sharing knowledge is emphasized by the fact that it is free for attendees and provides high quality information.

Looking to stay ahead of the curve in the accounting and tax industry? Then this year's virtual conference on "the future of accounting and tax" is a must-attend event. Featuring speakers on a variety of topics, including employee retention, technology, and crypto, this conference will provide attendees with the insights and tools they need to stay ahead of the competition.

The Unique CPA podcast was created when the team realized that John would be the perfect host for a show discussing topics in the accounting industry.

Craft beer became a passion in college and has continued to grow since then. Traveling has exposed him to different local craft breweries that have inspired him to get involved in the industry. He is now a partner at the beer temple, where they incorporate beer into Trimerit events.

In the accounting industry, Randy Crabtree is a well-known author, lecturer, and podcast host. He is also a co-founder and partner of Tri-Merit Specialty Tax Professionals. Crabtree was the managing partner of a CPA firm in the greater Chicago area before he joined Tri-Merit. In addition to working closely with top executives to help them optimize their tax planning strategies, he has more than 30 years of public accounting and tax consulting experience in a wide range of industries.

He has been the host of the biweekly "The Unique CPA" podcast since 2019, which is among the top 10% of shows on the planet (Source: Listen Score). Randy frequently presents at conferences and online training sessions organized by CPAmerica, Prime Global, Leading Edge Alliance (LEA), Allinial Global, and several state CPA societies. His articles can be found in Accounting Today's Voices, the AICPA Tax Adviser, and he is a regular contributor to these publications. Top 100 CPA firms across the nation receive continuous professional education from Crabtree as well.

The agreement will generate the invoice automatically, according to the terms, according to everything stated there, and the payment will be automated as well.

If you're looking for a truly automated system, you need to start with the agreement phase. Instead of sending a DocuSign, you'll send a link to a cool, mobile website that's actually your agreement. Still keeping the automation as things change.

The late payments of almost half of all service providers in the US makes it difficult to manage and grow their businesses, causing many to stay small. This is due to revenue leakage, which is when companies forget or waive discounts and other money they are entitled to.

Looking to learn more about the economics of the music industry and how it has changed over time? Then be sure to check out the latest episode of the popular podcast, "CPE: The Economics of the Music Industry." In this episode, CPE breaks down the economics of the music industry and how those economics have changed over time.

The NHL's due diligence process allowed John Spano to fraudulently purchase the New York Islanders and run the team for several months before anyone realized what had happened.