The Tech Talk for Accountants Show

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.

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 | Inovautus Consulting - Practical Ideas for Growth Inovautus Consulting is a leading CPA marketing firm that specializes in strategic growth services and sales training for accounting firms. Inovautus The Growth Outlook for CPA Firms - Inovautus The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued

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 that specializes in strategic growth services and sales training for accounting firms. Inovautus The Growth Outlook for CPA Firms - Inovautus The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued

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-insights/growth-outlook-for-accounting-firms/ Inovautus CPA Firm Marketing | Inovautus Consulting - Practical Ideas for Growth Inovautus Consulting is a leading CPA marketing firm that specializes in strategic growth services and sales training for accounting firms. Inovautus The Growth Outlook for CPA Firms - Inovautus The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued

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 Ideas for Growth Inovautus Consulting is a leading CPA marketing firm that specializes in strategic growth services and sales training for accounting firms. Inovautus The Growth Outlook for CPA Firms - Inovautus The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued

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 businesses in determining their growth objectives and implementing workable marketing and business development strategies. With her distinctive expertise in operations, human resources, practice management, and marketing, Sarah provides organizations with sage, helpful guidance that directs them in the direction of the growth they want. 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 that specializes in strategic growth services and sales training for accounting firms. Inovautus The Growth Outlook for CPA Firms - Inovautus The Growth Outlook for CPA Firms Accounting firms looking to evolve need a healthy bottom line, the energy and resources to scale, and the ability to expand their business without compromising quality. At Inovautus, we know that good data is … Continued

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.

"If you're a small business owner, then you know that late payments can be a real problem. But did you know that there's something called 'revenue leakage'? This is when payments that should be made on time don't come through, and it can have a big impact on your business. Weasel words like this can be hard to predict, but we're here to help. In this episode, we'll be talking about revenue leakage and how to avoid it. https://www.sayanchor.com/tech4accountants?utm_source=Partnership&utm_medium=email&utm_campaign=T4ABF&utm_content=LP&pa_id=erSJ4UHQwCA

Omry Man is the Co-Founder & CRO at Anchor. He is a knowledgeable software entrepreneur with 15 years of practical expertise in business development and digital marketing. The man established three businesses before joining Anchor, including the CMS platform NTT, the software monetization network Zebra Media, and the growth hacking consultancy Winja for the software/SaaS market. A cloud-based platform called Anchor automates the billing and collection process for service providers, reducing costs and late payments. Anchor simultaneously solves the most urgent issues with accounts receivable because it was created for the special billing requirements of service providers. The clarity in cash flow is provided by Anchor's system, which delivers fully automated invoicing and collections. https://www.sayanchor.com/tech4accountants?utm_source=Partnership&utm_medium=email&utm_campaign=T4ABF&utm_content=LP&pa_id=erSJ4UHQwCA

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.

The CEO of Nike, the CFO of Slack and Shopify, the guy who invented Amazon Alexa, and the first female Admiral in the US Navy have all been interviewed on the podcast. These are really interesting people that bring a lot of fantastic insights to the accounting community.

The company's goal is to make professional education enjoyable. They achieve this by providing engaging and entertaining content, as well as making their app easy to use.

Michael is the CoFounder, CEO and Host at LumiQ. He began his career at Ernst and Young as an external auditor before switching to Protiviti to work as a risk management consultant. Then, while holding a position at Scotiabank, Michael finished his MA in international affairs with a focus on counterterrorism. Engaging talks with business professionals are recognized as verified professional development on the LumiQ mobile podcast app. We've transformed professional education into something it's never been before: fun. It includes a beautiful mobile app, automatic documentation monitoring, and new episodes every week.

Are you looking for tips to improve your SEO? Then this episode is for you! In this episode, we'll discuss the importance of being patient and flexible when trying to achieve SEO success. We'll also share some powerful and effective SEO tips that you can use to help improve your ranking. So tune in and learn how you can take your SEO game to the next level!

The pandemic has led to a change in the way CPAs are obtaining their Continuing Professional Education (CPE), with many firms now providing CPE internally. This has had both positive and negative impacts for CPE providers. Those that were already online have struggled less, due to their focus on technical SEO and content creation.

The advancement of internet marketing has been accelerated tenfold due to the outbreak of COVID-19 which has compressed years of innovation into a much shorter time frame.

Listen in as we explore the early days of online CPE providers and the challenges faced in marketing and selling these courses. This was back before there was a lot of online CPE providers. After I made that famous quote, we were the fifth website to provide CPE online ever. Now, there's probably close to one or two such websites, but back then, there was nothing. He learned how to market and sell things online. He liked it better than flying around the

Tad Stephens is the founder and director of CPE think.com, offering CPE to CPAs and IRS EAS. He is also the founder of microsuccessful.com, doing private label affiliate marketing. Tad intends to provide free marketing assistance to others by demonstrating how I can assist. Additionally, he helps content producers in promoting their products and service. CPEthink aims to offer CPAs, licensed professionals, general practitioners, and individual industry-leading online interactive self-study CPE and professional development courses and tests. You may access their courses, practice questions, and final examinations online. In addition, you can print or download their systems and practice questions in PDF format.

One of the things to keep in mind is that cyber insurance is becoming increasingly important as cyber attacks become more common and more costly. Make sure you are adequately covered in case of an attack.

One issue with cybersecurity insurance is that companies have to meet certain standards in order to qualify for coverage, and if they don't, their premiums can be doubled or tripled.

The insurance industry has been struggling to keep up with the increased demand for claims due to the pandemic. In response, they have tightened down the underwriting process to try and combat the losses they have been incurring. This has caused many people to be unable to get the coverage they need.

Cyber insurance is designed to protect firms from damages related to cyber attacks, rather than clients. Professional liability policies often have some form of cyber coverage, but this is generally insufficient.

Rob Ferrini, who has more than 20 years of business experience, manages the cyber liability and data breach response program at McGowanPRO and is based in Norwood, Massachusetts. Rob uses his knowledge to assist CPAs, attorneys, financial planners, and other professionals in locating the correct insurance suited to their needs. He has recently lectured on information security and data breach coverage at the CPA Firm Management Association Conference (2018), AGN International (2019), and AIPCA & CIMA, among other national conferences (2019). In addition, Rob has owned several small businesses in the retail and service sectors. From this experience, he has gained invaluable first-hand knowledge of the particular difficulties, dangers, and requirements of professional service enterprises.

As an accountant, it is important to build a relationship with your clients so that they have correct expectations. They should expect other reports to be ready by the 10th of each month, and not expect it on the night. After nine years of working in the business, the accountant who used the product is more experienced now.

The primary driver of Lifelong's growth has been customers referring their friends to the product. This is due to the satisfaction of customers who see the value in the product.

The founders of this company saw a problem with inefficiency in spreadsheets and decided to create a solution that would make reporting much easier for those who have to do it regularly.

Live Flow brings QuickBooks reports to life, allowing users to connect QuickBooks to Google Sheets or Excel and pipe data into custom dashboards. This saves valuable time otherwise spent on manually cleaning and reasoning data.

She has a background in banking and worked at Revolut previously, so she is familiar with what it's like to work inside a business that has experienced rapid development. During her tenure there, Anita developed a passion for startups and saw how crucial it is for companies to understand finance. It struck a chord with her so firmly that she is currently developing LiveFlow.io, a hub for automating your business finances. She solidified Rewards' status as a platform for data-driven customer acquisition for partners and a method of consumer engagement for Revolut. Anita oversaw the product distribution to thirteen regions across EMEA, the US, and APAC. Anita, a global citizen, was granted a Global Talent Visa in the UK. To find more about Anita: https://www.liveflow.io/solutions/accountants

Excellence is not an act, but a habit. This is especially true when it comes to keeping your books clean. Adams Firm has seen that the best way to keep your books clean is to ask for clarity on uncategorized transactions once a week. This gives the client a touch point and allows the accountant to keep the books up to date. Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads Starbucks — UncatFix uncategorized transactions with Uncat. Free Downloads — UncatFix uncategorized transactions with Uncat.

The average value of an uncategorized transaction is actually just above $600, which we were surprised. We thought, hey, a lot of this is just should be miscellaneous, right? Little small purchases at gas stations here and there and stuff. Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads Starbucks — UncatFix uncategorized transactions with Uncat. Free Downloads — UncatFix uncategorized transactions with Uncat.

The usual suspects when it comes to categorizing transactions are big box stores like Amazon, Walmart, and Target. However, it can be difficult to categorize these transactions without more information from the client. One solution is to use a communication tool to get answers back from clients with less friction. Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads Starbucks — UncatFix uncategorized transactions with Uncat. Free Downloads — UncatFix uncategorized transactions with Uncat.

UNCAT is a technology company that specializes in developing apps for QuickBooks users. The company's latest app, UNCAT Sync, is designed to automate the process of sending and receiving spreadsheets of uncategorized transactions. Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads Starbucks — UncatFix uncategorized transactions with Uncat. Free Downloads — UncatFix uncategorized transactions with Uncat.

Uncat's current CEO is Brandon Bruce, who joined the organization in October 2019. Brandon spent the months of October 2019 through April 2020 as an entrepreneur-in-residence at Greater Sum Ventures before joining Uncat. From January 2011 to March 2019, Brandon co-founded Cirrus Insight and held the position of COO. In addition, from June 2009 to June 2012, Brandon served as Maryville College's director of gifts and grants. In September 1999, Brandon started their career as an operations manager at Rangefire Integrated Networks, where they remained until September 2000. Here's a link to a bunch of free downloads including our popular Month-End Checklist, Year-End Checklist, and Client Onboarding Checklist: www.uncat.com/free-downloads Starbucks — UncatFix uncategorized transactions with Uncat. Free Downloads — UncatFix uncategorized transactions with Uncat.

The first step to not being afraid of automation is understanding what it is and what it is not. Automation is a tool that can help businesses reduce errors and improve scalability. It is not a tool that is designed to replace people.

If you automate your processes without understanding them first, you could miss important details. It's crucial to have someone manage your automation, so that your organization can avoid any potential disasters.

The platform focuses on workflow optimization and automation, meaning we manage your entire workflow, not just specific tasks. This is key to sustaining Zapier integrations long-term, as breakages are bound to happen natural.

As an accounting firm, we know the pain points and what automations will and won't work for certain business workflows. We believe you get more value from a specialist who understands your position and can provide insight and support.

Korey Cournoyer is the Director of Corporate Development & Strategy at GrowthLab Financial Services Incorporation. Korey's strategy remains the same regardless of whether he's working on side projects better to take advantage of the development of new technologies or talking with local business owners to comprehend the effects of regulation on startups and innovation. GrowthLab is an extension of the management team for startups and small businesses. GrowthLab can assist small firms with all aspects of finance, including forwarding business modeling, financial management, capital raising, or board relations, thanks to cloud-based technologies and years of experience.

The integration of our returns with our audit system is important to discuss with our vendors to ensure compatibility and ease of use. With the recent push to cloud-based software, many vendors have created specific niche software that may not be compatible with other vendors. This can create a problem when trying to get the same software to communicate with each other. As accountants, we need to be able to have a high-level discussion about security and what we can do to protect our data. Additionally, we need to be able to discuss how we can get out of the office faster, and share documents with clients.

The benefits of the system are vast, and include increased efficiency, productivity, and work-life balance for your accounting staff.

We actually bundle things in our service just so that we have them, because we're on the hook to bring people back. And so if somebody doesn't understand they are being irresponsible or doesn't want to take the appropriate created steps, um, we circumvent that by making sure we do it in the first place.

A business need is a requirement that a business has in order to function. Common business needs include things like storage, security, backup, and disaster recovery. Some common server

Joshua Holman is an ITAAS thought leader for the CPA Industry, with over three decades of experience in IT communication, accounting, and data management systems. Governmental, commercial, financial, and high-tech sectors are all covered by Holman's online and in-person consulting experience. He was a previous speaker at Thomson Reuters Synergy and multiple CPA Society events and a consultant for firm IT. Holman improved Carmel Companies' accounting system to allow for easy data entry and retrieval, established a WAN/VPN network encompassing seven states and 45 sites, and linked various IT systems following the company's merger.

Offering employees the ability to work remotely can be a great way to attract and retain talent in today's market. Providing flexibility, respect, and feedback are key to keeping your team happy and engaged.

The biggest problem with documentation is disorganization, which kills productivity. Our philosophy is to store everything related to the work and the client on the actual work itself. This way, your team can access related emails, documents, meeting notes, contact information, passwords, and apps with just one click.

One of the main difficulties teams in businesses encounter is this. It's one thing if the owner of the owner sees the benefit in putting something into place, like a workflow solution, because the owner is at the unit and is making the decision because he wants to be able to have the visibility to know.

Financial Sense is a workflow tool designed specifically for accounting firms. It provides the visibility, organization, and collaboration features that firm owners need to effectively manage their teams.

Shahram Zarshenas is the CEO of Financial Cents and the managing director of Totality Venture Partners. He has a strong sense of interpersonal relationships and is highly driven. Shahram firmly thinks that success can be attained through perseverance and challenging effort. Financial Cents develops strategic relationships with CPA firms, banks, and other financial institutions. It collaborates closely with current users to better understand our customers and the underlying value propositions. It also manages product development and makes tactical decisions to modify our software to meet customers' needs better.

In 2013, he founded Xen Accounting, an entirely online accounting service. It was the first of its sort in Canada, and it was entirely virtual, with an emphasis on automation and a remote team of geeky CPAs, bookkeepers, and programmers. Because of the tech-oriented, scalable platform in place, Xen Accounting was acquired by a large European corporate services firm after only five years. Ryan founded Future Practice in 2018 to assist accountants in rapidly growing their own modern, scalable firm. In 2021, he launched Future Firm Accelerate, an online coaching program that combines online courses, online coaching, and an outstanding community of forward-thinking firm executives worldwide to help them get to their desired destination faster. For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/

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 purpose (and passion) is to improve your relationship with your work and the people you work with, making the day-to-day more accessible and enhancing your bottom line. For a Free Information Security Plan Template Go To: https://tech4accountants.net/free-written-information-security-plan-for-accountants/

Ray McCorvey, from Lutz, Florida, United States, is an area developer at ERCpros. He was diagnosed with cancer in 2015 and overcame it in late 2016. Ray left the fire service due to his cancer to protect himself from ongoing exposure to toxins. He transitioned to a family-centered lifestyle after retiring from his career and began to support his wife's career as she started pursuing her Ph.D. ERCpros, a select group of Employee Retention Credit CPAs and Tax Attorneys, assists business owners in determining whether they are eligible for the ERC tax credit and in verifying, documenting, and filing their ERC tax credit with our audit protection. The essential ERC-specific business in the country is ERCpros. Go to: https://www.ercpros.com/squeeze-page1656092503838

Keynote speaker and highly regarded business coach, Loren Fogelman, is from the United States. She was honored by HubSpot in its yearly list of the best 22 business coaches from 2018 to 2020. As a keynote speaker, Loren has given speeches and workshops at significant conferences across the country, including Inbound, one of the most prestigious content marketing events for business owners, and other specialized conferences for accountants. Loren is an expert in sales and pricing for proprietors of small businesses. Her interest is in enabling accountants and other business owners to quadruple their revenue while working half as much through intelligent pricing and powerful sales tactics. Free Resource. 10 Steps to package and price your services. Go to Accountants: https://www.businesssuccesssolution.com/package/