The Modern Accountant Podcast

The Journey from Accountant to Content Creator

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 your favorite platforms or on YouTube.Follow Joe Kessler / Tech GuruFB - https://facebook.com/techguruitFB - https://facebook.com/joe.kessler.75IG - @techguruit.comFollow Erin Andrews / Level Accounting FirmFacebook - https://www.facebook.com/erin.andrews.9IG – @therebelaccountantIG - @ownersandoperationsWebsite - levelaccountingfirm.comCheck out the Owners & Operations Podcast  here: https://www.ownersandoperations.com/podcast

The Billing Model of a Modern Firm

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 LinkedIn from the links below or check out his appearance on the Owners & Operations Podcast linked below.Out of the Box Firm w/ Andrew BergFollow Joe Kessler / Tech GuruFB - https://facebook.com/techguruitFB - https://facebook.com/joe.kessler.75IG - @techguruit.comFollow Erin Andrews / Level Accounting FirmFacebook - https://www.facebook.com/erin.andrews.9IG – @therebelaccountantIG - @ownersandoperationsWebsite - levelaccountingfirm.comCheck out the Owners & Operations Podcast  here: https://www.ownersandoperations.com/podcast

Changing the Narrative of the Accounting Industry

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 ConsultingLinkedIn - https://www.linkedin.com/in/sean-m-duncan-cpa-3959935/FB - https://www.facebook.com/SMDConsultingAndAccounting/Follow Joe Kessler / Tech GuruFB - https://facebook.com/techguruitFB - https://facebook.com/joe.kessler.75IG - @techguruit.comFollow Erin Andrews / Level Accounting FirmFacebook - https://www.facebook.com/erin.andrews.9IG – @therebelaccountantIG - @ownersandoperationsWebsite - levelaccountingfirm.comCheck out the Owners & Operations Podcast  here: https://www.ownersandoperations.com/podcast

Niching Like a Boss

Follow Erin Andrews:Facebook - https://www.facebook.com/erin.andrews.9IG – @therebelaccountantIG - @ownersandoperationsWebsite - levelaccountingfirm.comCheck out the Owners & Operations Podcast  here: https://www.ownersandoperations.com/podcastProducts mentioned on the show:Canopy - https://bit.ly/3XwqifySafeSend - safesend.comHubspot - https://www.hubspot.com/Fathom - https://www.fathomhq.com/ 

Herding Uncategorized Transactions with an Expert Cat Wrangler

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 ****** ******!"

Removing the Pain from Month End Close with Keeper

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.

The Cloud Hosting Landscape: Exploring Insights and Breakthroughs

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.
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The Dark Side of Voice AI: Unveiling the Threat of Voice Scams

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. Moreover, we expose prevalent phishing schemes and provide actionable advice on self-protection. Join us on this journey through the dynamic world of voice AI, and let's equip ourselves with the knowledge needed to fend off voice scams.
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The Six Key Aspects of Accounting Technology

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 is integral to a firm's tech stack to the importance of strategic planning for new technology investments, this episode is an enlightening journey that explores the often overlooked corners of accounting technology.
Featuring rapid-fire topics, valuable tools, insightful analogies, and a pinch of humor, this episode is a must-listen for those looking to stay ahead in the ever-evolving accounting industry. Tune in to keep a leg up on the competition and understand the value of a well-optimized tech stack.
Learn more about the Accounting Technology Optimization Model: https://www.techguruit.com/accounting-tech-optimization-model/
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Beyond the Ledger: The Evolution of Practice Management Software

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 representative from Canopy, the top cloud-based practice management tool. Bryson shares his wealth of knowledge with us, delving into how PM software has transformed into a sophisticated tool that continually adapts to the evolving needs of accountants. We also explore the exciting integration of GPT technology, which is set to transform PM software, allowing for unparalleled capabilities in automation and client engagement.
Promo: Get a free $50 Amazon gift card when you demo Canopy: https://bit.ly/3HCbaGM
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