The Tech Talk for Accountants Show

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 work as a team of several people from different parts of the world who are enthusiastic about assisting hundreds of leaders in making an impact.

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 AFO Wealth Management Forward, one of the top podcasts in accounting and finance. Among the publications Rory has spoken with are the Wall Street Journal, Forbes, Fortune Magazine, Accounting Today, Vanguard, venture-backed fintech companies, and well-known thought leaders.

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, Business Development Manager -Experience Cloud, Business Development Manager - Document Cloud, and Alliance Manager - Digital Media.

Furthermore, Bryson worked as a product manager at Workfront from 2010 to 2010 and as the chairman and CEO of El Pomar Foundation's intern from 2010 to 2010 before joining Adobe. Partnerships, business development, and corporate strategy are managed and led by Bryson. In essence, Bryson is the one who finds original ways for Canopy to expand.

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 businesses required a platform that was made for both their teams and their clients.  With Client Hub, accountants receive quicker responses, improving client connections and increasing business productivity.  Happy customers, joyful firm.

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 workers in the Philippines for accounting firms. Discover the benefits of direct hiring, the evolving perception of offshoring, and the importance of hiring based on skills and attitude. Gain insights into the quality of hiring in other countries for remote work and the significance of effective communication.

Explore the financial advantages of outsourcing to countries like the Philippines and the positive ripple effects of empowering individuals through work. Challenge the notion of entitlement in local talent and embrace the value of recognizing the humanness of all employees, regardless of their location. Don't miss this fun-filled episode of the Tech Talk for Accountants show!

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 importance of becoming certified in tax representation work and seeking guidance in innocent spouse cases and offer and compromise processes are emphasized. The episode also delves into the need to set higher prices to avoid commoditization, focusing on high-value clients and the challenges and rewards of handling criminal cases. The hosts discourage competing solely on price and emphasize the importance of letting go of unprofitable clients. Making informed choices, valuing employees, and prioritizing cybersecurity compliance are key takeaways. Join the upcoming talk for further insights on data and AI.

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 for the past 18 years. Since earning a Bachelor's degree in Small Business & Entrepreneurship from the University of Colorado Boulder School of Business, Paul has founded and managed a number of successful businesses.

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 virtual assistant business that Apple purchased in 2010.

Ellen Choi graduated with a BA and MS in Economics and Management Science & Engineering from Stanford University. Additionally, they hold an MBA from Harvard Business School with a focus in General Management. They don't provide the exact beginning and ending years of their education.

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 demonstrating to other accounting professionals who focus on the construction industry how to enhance their businesses by utilizing tactical tools like Knowify.

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 business owners and their staff on a nationwide level since becoming a Certified QuickBooks ProAdvisor in 2016. Her passion is assisting small businesses in streamlining their workflows and operations while relieving them of the burden of accounting and operations so they can concentrate on growing their business(es).

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 developing and succeeding, he saw a chance to help Brittany do something extraordinary and one-of-a-kind.

Since 2014, they have freed small- to medium-sized businesses from the stress of accounting. They decided to become highly specialized in e-commerce accounting after early recognition of its distinctive features. Apps and accounting software are essential to their ability to assist clients successfully. With all the integrations, settings, and ongoing adjustments, utilizing the most superior technology is not an easy task. They combine their accounting experience with the greatest accounting technology to give firms accurate financials.

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 years of public accounting and tax consulting experience in various industries.

He has hosted 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.

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.

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, 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/

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, acquire new knowledge, and propel their businesses to unprecedented heights.

Discover the riveting tale of Randy's tireless efforts to organize this extraordinary conference, triumphing over countless challenges along the way. His inspiring journey showcases unwavering determination and ingenious problem-solving, leaving you spellbound and ready to embark on your own path to success.

Unleash the potential within you by attending the Unique CPA Conference, where an unparalleled opportunity awaits to immerse yourself in cutting-edge industry trends and groundbreaking technologies. Gain invaluable insights that will empower you to outshine your competition and solidify your position as a trailblazer in the accounting world.

Don't miss out on this must-listen episode, tailor-made for accounting professionals like yourself who refuse to settle for mediocrity. To unearth the secrets behind the conference's transformative power and secure your spot, visit the Tri-Merit website at tri-merit.com. Get ready to embark on a journey that will revolutionize your career and propel you to new heights of success.

🎙️ 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.