The Tech Talk for Accountants Show

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 bookkeeping business. Maya shares her insights on the challenges and misconceptions in the bookkeeping industry, the cultural nuances of managing a remote team, how she handles the hiring process, and the importance of persistence and grit in entrepreneurship. Guest Information: Maya Weinreb - CEO at Solvency Now Bookkeeping, Inc. LinkedIn: https://www.linkedin.com/in/maya-weinreb-05012b4b Solvency: https://solvencynow.com/  The Bottom Line (Podcast): https://www.youtube.com/playlist?list=PLaWdx0QAXj1-xBwY_ytYud4Hc20P3bljC  Contact Andrew Lassise (Host):  Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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 coaches. Loren shares her expertise in transitioning accounting firms from the traditional hourly billing model to a value-based pricing strategy. She outlines her “Raise Your Rates” formula, emphasizing the importance of quality clients, effective communication, service packaging, value pricing, and consultation mastery. Tune in to transform your accounting firm with the Value Pricing Model and the “Raise Your Rates” formula! Guest Information: Loren Fogelman - Price & Profit Coach | Keynote Speaker LinkedIn: https://www.linkedin.com/in/lorenfogelman/  Business Success Solution: https://www.businesssuccesssolution.com/   Contact Andrew Lassise (Host):  Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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 teacher. Amy shares her journey from a traditional accounting career to incorporating yoga and mindfulness into her life and business practices. She discusses the importance of self-assessment, the role of technology in creating space, and practical steps for integrating mindfulness into daily routines. Guest Information: Amy Vetter - Chief Executive Officer, Keynote Speaker & Visionary Consultant LinkedIn: https://www.linkedin.com/in/amyvettercpa/ B3 Method Institute: https://www.amyvetter.com/workshops-and-courses-for-association-professional Contact Andrew Lassise (Host):  Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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 organizational and business success. Today we discuss the role of technology in modern accounting practices, covering the challenges and solutions associated with implementing and managing a technology stack for accounting firms! Guest Information: Orin Schepps - CEO & Founder of Consultance LinkedIn: https://www.linkedin.com/in/orin-schepps-4385872/     Consultance Accounting: https://www.consultancellc.com/  Contact Andrew Lassise (Host):  Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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 Keynote Speaker. We discussed Randy’s background in accounting and what led him to start Tri-Merit. He shares the overview of the upcoming Bridging the Gap Conference in Chicago and what he is most excited about, such as topics relating to automating, collaborating, and delegating. Hear all that and more in this exciting new episode! Guest Information: Randy Crabtree - Co-Founder of Tri-Merit Specialty Tax LinkedIn: https://www.linkedin.com/in/randy-crabtree-1945a67/  Website: https://tri-merit.com/  Email: [email protected] Contact Andrew Lassise (Host):  Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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 collaboratively with accountants to benefit clients. We also talk about increasing revenue, AI, growing client portfolios, decreasing tax liability, and how financial advisors do things that most people might not realize, such as supporting clients during tough times. This episode is filled with valuable information and insights from start to finish and is one you don't want to miss! Guest Information: Eric Mangold - CWS Founder, Financial Professional LinkedIn: https://www.linkedin.com/in/helpingphysicians/  Website: https://www.emangold.com/team/eric-mangold Email: [email protected] Contact Andrew Lassise (Host):  Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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, wealth, and relationships via results-driven coaching, consulting, and tech. Our discussion focuses on proactive tax planning services and strategies for accountants. The conversation also touches on personal experiences with investing, the value of professional expertise, and the importance of adapting to client needs. Overall, the episode provides insights into how accountants can expand their services, increase their value to clients, and adapt to changes in the industry. Guest Information: Jackie Meyer - Founder of taxPlanIQ & Host of The Concierge CPA Podcast LinkedIn: https://www.linkedin.com/in/jackiemeyercpa/ Website: https://www.jackiemeyercpa.com/  TaxPlanIQ: https://www.taxplaniq.com/  Contact Andrew Lassise (Host):  Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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 is definitely accounting-adjacent. Her company, Datisfy, focuses on one single thing: Custom Reporting for QuickBooks and she's been doing that for 10 years now. Join us as we discuss how Angela’s company Datisfy carved out a unique niche, providing solutions to eliminate the “Excel export gymnastics” that plague many businesses trying to extract meaningful data from QuickBooks. Whether you're an accountant, bookkeeper, or business owner, this episode offers valuable perspectives on reporting, data management, and getting the insights you need to drive your organization forward. Guest Information: Angela Meharg - Founder & CEO of Datisfy LinkedIn: https://www.linkedin.com/in/angelameharg/?originalSubdomain=caWebsite: https://datisfy.com/  Contact Andrew Lassise (Host):  Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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 accounting field. As the owner of Step By Step Accounting, recently named a top 50 Woodard Accounting Firm, Melissa shares her personal journey that led her to focus on these softer skills. Drawing from her childhood experiences on a dairy farm, where her father's struggle with the financial side of his business led to severe depression, Melissa emphasizes the importance of clear, empathetic communication between accountants and their clients. She provides practical tips on language use, such as employing passive voice and "weak language" to create a more supportive environment. Guest Information: Melissa L. Miranda, CPA - Owner of Step By Step Accounting LinkedIn: https://www.linkedin.com/in/melissalmirandacpa/  Website: https://stepbystepaccounting.com/  Contact Andrew Lassise (Host):  Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support

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 becoming more profitable by utilizing efficient accounting processes. We dive into her insights on scaling an accounting firm through automation and leveraging AI. Kelly discussed her journey from working a corporate job she disliked to building a successful remote firm by integrating technology and apps. The discussion covers practical tips on using AI for marketing, social media, and streamlining processes, as well as strategies for coexisting with AI and leveraging its capabilities while maintaining human oversight. Kelly also shares her experiences with automation tools, productivity apps, and the challenges of balancing technology with client relationships. Guest Information: Kelly Gonsalves - Founder of Totally Booked LinkedIn: https://www.linkedin.com/in/totallykellyg/  Website: https://totallybooked.nyc/about  Contact Andrew Lassise (Host):  Email: [email protected] LinkedIn: https://www.linkedin.com/in/andrew-lassise/ Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support