The Tech Talk for Accountants Show – Details, episodes & analysis

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: 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

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: 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

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

It is important to ensure that you have the buy-in from the right people before embarking on any type of process change. Without the right people on board, any change is likely to fail.

The biggest problem that my clients have is reporting. They spend so much time and energy every month on creating reports in Excel, which can be very tedious and time-consuming.

If you want to keep up with the latest technology trends, you need to move to cloud-based applications. Artificial intelligence is one of the biggest trends in technology, and all the publishers know that they're not investing in their on-prem applications anymore. The right technology is all cloud based today.

The use of technology to solve problems is becoming increasingly commonplace, and the Chief Cloud Officer is responsible for helping organizations assess and migrate their processes to the cloud.

David Cieslak is Chief Cloud Officer and EVP with RKL eSolutions, a leading business process automation consulting firm with offices across the US. In his position, he is accountable for using cloud-based solutions and sector-specific service knowledge for ERP, CPM, CRM, AP Automation, and other crucial business processes to assist firms in growing strategically.

He is a Sage Intacct Certified Consultant and possesses the GIAC Security Essentials Certification. He is a frequent lecturer for the American Institute of Certified Public Accountants (AICPA), the California Society of Certified Public Accountants (CalCPA), and various state accounting societies (GSEC). He served as both the previous president of the California CPA Education Foundation and the past chair of the AICPA IT Executive Committee.

If you're looking for marketing advice that will help you target accountants and small businesses, this episode is a must-listen. The speaker discusses the difficulty of marketing to these groups and how the cycle for a lead can take nine months. This episode is packed with useful information and is a great resource for anyone looking to learn more about marketing to this demographic.


-How to market to accountants
-How to market to small businesses
-The difficulties of marketing to these groups
-The lead cycle for a sale

The big misconception is that sales and marketing are the same thing. They are not the same thing and a lot of people want someone that is going to dabble in both.