Jason Staats stops by for episode 17 of The Modern Accountant Podcast! He is best known for the content he creates for the small business accounting community. After running his own accounting firm, this full-time creator has been delving into the world of AI and other technologies to bring you the most up to date information. His comedic spin on technology makes things approachable and fun. You can follow Jason on Twitter , Instagram , or LinkedIn or check out the Jason Daily podcast on all you...
Nov 09, 2023•39 min•Ep. 17
Andrew Berg stops by the podcast to discuss value-based pricing, and how it transformed his firm. Berg Advisors focuses on building relationships with their clients, and the pricing model they use is meant to reflect what goes into it. Make sure to listen carefully when we talk about the need for firms to stop wasting time by tracking time. We have a good time with Andrew, and clearly he is a great resource to have in the accounting industry. You can follow Andrew on Facebook , Instagram , or Li...
Oct 25, 2023•56 min•Ep. 16
From building is resume to join the FBI, to turning down a position with the bureau to help change the narrative of the accounting industry, Sean Duncan is very candid during this episode and we have a lot of fun with him. We hope you enjoy our time together as much as we did, and don't hesitate to reach out to Sean directly to see how he can help you. Follow Sean Duncan / SMD Consulting LinkedIn - https://www.linkedin.com/in/sean-m-duncan-cpa-3959935/ FB - https://www.facebook.com/SMDConsulting...
Oct 11, 2023•1 hr•Ep. 15
Follow Erin Andrews: Facebook - https://www.facebook.com/erin.andrews.9 IG – @therebelaccountant IG - @ownersandoperations Website - levelaccountingfirm.com Check out the Owners & Operations Podcast here: https://www.ownersandoperations.com/podcast Products mentioned on the show: Canopy - https://bit.ly/3Xwqify SafeSend - safesend.com Hubspot - https://www.hubspot.com/ Fathom - https://www.fathomhq.com/...
Sep 27, 2023•32 min•Ep. 14
Often times an accountant relates expense categorization to herding cats. Well, on this episode, we sat down with an expert cat herder to have a lighthearted conversation about, Uncat. Brandon Bruce is one of the co-founders of the product and you can sense the passion behind the product. We met at a conference in St. Louis and are excited to begin working with them as partners to help shape the technology landscape in the accounting industry. In the words of John McClain - "Yippee kay yay *****...
Sep 13, 2023•40 min•Ep. 13
In this episode, we aim to expedite your ability to close the month-end financials for your clients. We are joined by Founder and CEO of Keeper, Ben Stein. Ben dives into some of the ways that Keeper can help with this arduous and often time-consuming task, and ultimately, reduce the time you invest by as much as 50%. Keeper is the latest of exciting partnerships Tech Guru has created to streamline technology for the modern accountant.
Aug 30, 2023•28 min•Ep. 12
Episode 10 features Zachary Watson, a cloud technology expert from IONOS. We explore how cloud services are becoming easier to implement, IONOS' distinctive solutions, the misconceptions about cloud and on-prem storage, and the role of diversification in cloud storage. Visit www.ionos.com to learn more about cloud hosting options and to take a test run. Send in a voice message: https://podcasters.spotify.com/pod/show/the-modern-accountant/message
Jun 28, 2023•24 min•Ep. 10
In this episode, we explore voice AI's fascinating yet concerning domain and its implications for voice-based scams. As AI technology evolves, it's now possible to accurately imitate anyone's voice, inevitably leading to misuse by bad actors. We illuminate the diverse strategies scammers employ to harvest voices from sources like social media and personal phone calls. Our hosts, Joe and Justin, underscore the critical role of employee education and awareness in countering voice phishing assaults...
May 31, 2023•26 min•Ep. 9
In this episode, Justin and Joe unpack the six most crucial aspects of accounting technology. Using their unique Accounting Tech Optimization Model, they delve into each component: IT Support, Applications, Gear, Connectivity, Cybersecurity, and Strategy. The discussion doesn't just stop at highlighting these six key elements. They share examples of good, better, and best practices for each one, offering a comprehensive guide to enhance your firm's technology. From understanding why IT support i...
May 18, 2023•28 min•Ep. 7
In this episode, we take a deep dive into the world of practice management software and its evolution in enhancing client engagement. We discuss the significant developments over the years that have revolutionized how accountants work, including the move to the cloud and the increasing demand for software that offers a mobile app-like experience. To give us a closer look at the current state of practice management software, we sit down with Bryson Webster, a leading expert in the field, and a re...
May 09, 2023•27 min•Ep. 7
In this episode, Justin Amundson and Joe Kessler discuss cybersecurity in accounting and how to protect your business from hackers. They delve into the different types of cyber attacks, the importance of having a robust security infrastructure, and share a cautionary tale of an accounting firm hit with $600,000 in ransomware. Joe also shares key cybersecurity measures firms should implement and ways to keep employees informed and educated about cybersecurity best practices. Take our cybersecurit...
Apr 27, 2023•30 min•Ep. 6
This insightful episode explores how collaboration tools can elevate your accounting practice to the next level. We examine practice management platforms that unify and optimize client communication and discuss the rising importance of digital voice solutions in accounting. We also cover the power of practice management software in streamlining your firm's operations and how solutions like Canopy, Karbon, and Tax Dome can help you manage client communication, projects, financial insights, time t...
Apr 06, 2023•24 min•Ep. 5
Uncover the secrets to mastering FTC compliance and leveraging the IRS Publication 4557 in this riveting episode. Delve into the strategies employed by modern accountants to conquer data security and cybersecurity challenges, ensuring the protection of sensitive information. Ignite your expertise in accounting compliance and stay ahead of the curve by taking our security assessment, based on the IRS publication 4557: www.techguruit.com/security . Send in a voice message: https://podcasters.spoti...
Mar 23, 2023•18 min•Ep. 4
In this episode of The Modern Accountant Podcast, we explore the world of remote accounting and discuss the benefits and challenges of managing a remote team. With more and more businesses shifting to remote work, it's essential to understand the unique dynamics of managing a remote accounting firm. Our hosts share personal experiences and provide practical tips for success, covering topics such as communication and collaboration, data security and compliance, and managing a remote team effectiv...
Mar 10, 2023•30 min•Ep. 3
In the latest episode of The Modern Accountant Podcast, we tackle the common challenges that accountants face in keeping up with industry standards and technology. Join us as we discuss the top five pain points: meeting regulatory requirements, document management, application consolidation, hybrid workforce management, and building client relationships in a virtual environment. Accounting tech expert Joe Kessler will provide actionable advice and technological solutions to help accountants over...
Feb 21, 2023•29 min•Ep. 2
Welcome to the first episode of 'The Modern Accountant' podcast. Today, we're diving into the importance of moving your data to the cloud. Join host Justin Amundson and co-host accounting tech expert Joe Kessler as they demystify different types of cloud solutions and answer common questions. From the benefits of cloud storage to security concerns and costs, this episode is a must-listen for anyone in the accounting industry. Plus, hear real-world examples of how moving to the cloud has helped o...
Feb 08, 2023•28 min•Ep. 1
