The Tech Talk for Accountants Show Tech 4 Accountants

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: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support


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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: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/



Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support


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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: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/



Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support


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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 management across multiple channels.

We dive into the key benefits of implementing an intelligent inventory management system, especially as businesses scale across multiple sales channels like Amazon, Shopify, and brick-and-mortar stores. Ajoy explains how cin7's platform goes beyond just tracking inventory levels by providing valuable insights that drive smarter business decisions. This includes identifying fast-moving products to restock, slow-moving items to discontinue, seasonal demand patterns, and more. He stresses the importance of having a centralized source of truth for inventory data that seamlessly integrates with accounting platforms like QuickBooks to ensure accurate financial reporting and profit analysis.

Whether you're a seller, accountant, or just interested in intelligent commerce solutions, this conversation offers an insightful look at how the right tools can transform inventory from a costly necessity into a strategic advantage.



Guest Information:

Ajoy Krishnamoorthy - CEO of Cin7

LinkedIn: https://www.linkedin.com/in/ajoykrishnamoorthy/ 

Website: https://cin7.com/ 



Contact Andrew Lassise (Host): 

Email: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/



Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support


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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 determining Reasonable Compensation for Closely-Held Business owners.



We discuss the often misunderstood topic of reasonable compensation for S corporation owners. We dispel common myths like the 50/50 rule for wages vs. distributions and explain how to properly determine a defensible reasonable compensation amount. Paul shares insights from his company's expertise in this niche, including the legal risks of getting compensation wrong and the tax/retirement planning benefits of getting it right. It's an engaging conversation packed with practical tips for advisors and entrepreneurs alike on navigating this key compliance issue.





Guest Information:



Paul Hamann - Founder of RCReports

LinkedIn: https://www.linkedin.com/in/paulrcreports/ 

    

Website: https://rcreports.com/ 



Contact Andrew Lassise (Host): 

Email: alassise@rushtechsupport.com

LinkedIn: https://www.linkedin.com/in/andrew-lassise/



Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support


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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 background to embracing his passion for rap music and performing at accounting conferences. He delves into how leveraging technology and it allowed him to free up time and pursue his creative interests. 



Scott discusses the evolution of his firm, from automation and marketing strategies to building a self-sustaining business. The conversation also explores the potential impact of AI on the accounting profession and Scott's vision for a future where technology enables professionals to step away from their desks and engage more with the world around them.



With a blend of entrepreneurial insights, rap performances, and thought-provoking discussions, this episode offers a captivating glimpse into Scott Scarano's unconventional journey.



Guest Information:



Scott Scarano (OKR) - Rapper/Accountant @ Accounting High




LinkedIn: https://www.linkedin.com/in/scottscarano/


Accounting High: https://www.accountinghigh.com/


Podcast: https://open.spotify.com/show/18i17H2Pbtm8c95eEevCiD 

Contact Andrew Lassise (Host): 


Email: alassise@rushtechsupport.com


LinkedIn: https://www.linkedin.com/in/andrew-lassise/



Keep up with the show: https://podcasters.spotify.com/pod/show/rush-tech-support


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Send in a voice message: https://podcasters.spotify.com/pod/show/rush-tech-support/message
Support this podcast: https://podcasters.spotify.com/pod/show/rush-tech-support/support