The Billing Model of a Modern Firm

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 [https://twitter.com/JStaatsCPA], Instagram [https://www.instagram.com/jstaatscpa], or LinkedIn [https://www.linkedin.com/in/jstaats] or check out the Jason Daily podcast on all your favorite platforms or on YouTube [https://www.youtube.com/@JasonCPADaily]. Follow Joe Kessler / Tech Guru * FB - https://facebook.com/techguruit [https://facebook.com/techguruit] * FB - https://facebook.com/joe.kessler.75 [https://facebook.com/joe.kessler.75] * IG - @techguruit.com Follow Erin Andrews / Level Accounting Firm * Facebook - https://www.facebook.com/erin.andrews.9 [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 [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 [https://www.facebook.com/andrew.berg.756], Instagram [https://www.instagram.com/andrewbergcpa/], or LinkedIn [https://www.linkedin.com/in/abergcpa/] from the links below or check out his appearance on the Owners & Operations Podcast linked below. Out of the Box Firm w/ Andrew Berg [https://podcasts.apple.com/us/podcast/out-of-the-box-firm-w-andrew-berg/id1619857555?i=1000583464689] Follow Joe Kessler / Tech Guru * FB - https://facebook.com/techguruit [https://facebook.com/techguruit] * FB - https://facebook.com/joe.kessler.75 [https://facebook.com/joe.kessler.75] * IG - @techguruit.com Follow Erin Andrews / Level Accounting Firm * Facebook - https://www.facebook.com/erin.andrews.9 [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 [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 Consulting * LinkedIn - https://www.linkedin.com/in/sean-m-duncan-cpa-3959935/ [https://www.linkedin.com/in/sean-m-duncan-cpa-3959935/] * FB - https://www.facebook.com/SMDConsultingAndAccounting/ [https://www.facebook.com/SMDConsultingAndAccounting/] Follow Joe Kessler / Tech Guru * FB - https://facebook.com/techguruit [https://facebook.com/techguruit] * FB - https://facebook.com/joe.kessler.75 [https://facebook.com/joe.kessler.75] * IG - @techguruit.com Follow Erin Andrews / Level Accounting Firm * Facebook - https://www.facebook.com/erin.andrews.9 [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 [https://www.ownersandoperations.com/podcast]

Niching Like a Boss

Follow Erin Andrews: * Facebook - https://www.facebook.com/erin.andrews.9 [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 [https://www.ownersandoperations.com/podcast] Products mentioned on the show: * Canopy - https://bit.ly/3Xwqify [https://bit.ly/3Xwqify] * SafeSend - safesend.com [https://safesend.com/] * Hubspot - https://www.hubspot.com/ [https://www.hubspot.com/] * Fathom - https://www.fathomhq.com/ [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 ****** ******!"