The Tech Talk for Accountants Show

Episode 377: Maya Weinreb - Challenges & Misconceptions in the Bookkeeping Industry

In this episode, I am joined by Maya Weinreb, the founder of Solvency Now, to discuss her journey from being a full-charge bookkeeper to running a successful remote bookk

Episode 376: Loren Fogelman - Transform Your Accounting Firm with the Value Pricing Model

In this episode, I am joined by Loren Fogelman, a renowned business coach at Business Success Solution, recognized by HubSpot as one of the world’s top 22 business coache

Episode 375: Amy Vetter - Achieving Work-Life Harmony with the B3 Method

In this episode, I explore the B3 Method (business, balance, and bliss) for achieving work-life harmony with special guest Amy Vetter, a CPA, entrepreneur, and yoga teach

Episode 374: Orin Schepps - Streamlining Accounting Processes with Consultance

In this episode, I got to sit down with Orin Schepps, the CEO & Founder of Consultance, who believes in the power of financial clarity and strategic insights to drive org

Episode 373: Randy Crabtree - Inside the 2nd Annual Bridging the Gap Conference

In this episode, I got to sit down with Randy Crabtree, the co-founder of Tri-Merit Specialty Tax, Host of the Unique CPA Podcast and Bridging the Gap Conference, and Key

Episode 372: Eric Mangold - Increasing Revenue: The CPA-Financial Advisor Alliance

In this episode, I got to sit down with Eric Mangold, the founder of Argosy Wealth Management. We discuss the challenges CPAs face and how financial advisors can work col

Episode 371: Jackie Meyer - Tax Planning in the Digital Age

In this episode, I got to sit down with Jackie Meyer, CPA, doctoral candidate, and founder of TaxPlanIQ. She has a passion for blessing accounting firms with health, weal

Episode 370: Angela Meharg - Datisfy’s Quest to Solve QuickBooks Woes Using Custom Reports

In this episode, I got to sit down with Angela Meharg, one of 2024’s Top 50 International QuickBooks ProAdvisors. Angela is neither a bookkeeper nor an accountant but she

Episode 369: Melissa Miranda - Empathy-Driven Accounting

In this episode, I got to sit down with Melissa Miranda, CPA, wife, mom, and business owner, to discuss the often overlooked aspects of empathy and communication in the a

Episode 368: Kelly Gonsalves - Scaling Your Firm with Automation and AI

In this episode, I got to sit down with Kelly Gonsalves, a QuickBooks Pro Advisor and the founder of Totally Booked. Her mission is to assist every small business in beco

Episode 367: Ajoy Krishnamoorthy - Transforming Inventory Management with Cin7's Intelligent Platform

In this episode, I got to sit down with Ajoy Krishnamoorthy, the CEO of Cin7, a fully integrated, cloud-based inventory management software that streamlines stock managem

Episode 366: Paul Hamann - Myths Around Reasonable Compensation

In this episode, I got to sit down with Paul Hamann, the Founder and President of RCReports. He has more than 13 years of experience in providing online solutions for det

Episode 365: Scott Scarano - The OK Rapper from Accounting High

In this episode, I get to chat with Scott Scarano, an accountant and rapper known as the "OK Rapper." Scott shares his unique journey from a traditional accounting backgr

Episode 364: Lukas Sundahl - The Accounting Career Path: Beyond the Traditional CPA

In this episode, we delve into the diverse paths one can take within the accounting profession. Our guest, Lukas Sundahl, shares his own unconventional journey, starting

Episode 363: John Higgins - Microsoft Copilot & Generative AI Opportunities for CPAs

In this episode, we dive into the rapidly evolving world of generative AI and its implications for the accounting profession. My guest, John Higgins, a Strategic Technolo

Episode 362: Adam Lean - The Pathway to Profitable Accountant Advisory Services

In this insightful episode, we delve into the world of client advisory services and how accountants can break free from the commoditized nature of traditional accounting

Episode 361: Crypto Tax Prep: A Game-Changer for Accounting Firms with Brian Ernest & Mike Ring

In this eye-opening episode, Brian Ernest and Mike Ring, co-founders of Blockchain Crypto Tax Prep, provide invaluable insights into the complex world of cryptocurrency t

Episode 360: Gaynor Meilke - How Lead Generation Works in B2B

In this episode of the Tech Talk for Accountants Show, I am joined by business strategist and certified business coach, Gaynor Meilke to explore marketing approaches and

Episode 359: Nancy McClelland - Breaking Down Barriers Between Bookkeepers and CPAs

Nancy McClelland, AKA "The Dancing Accountant," joins us to discuss ways bookkeepers and CPAs can work better together to serve their shared clients. We talk about the hi

Episode 358: Janelle Charriere - Growing Your Business with Strong Boundaries

Janelle Charriere joins me to discuss strategies for growing an accounting firm, including how to set boundaries with clients. We talk about when and how to start saying