Episode 84: Surviving Your First 90 Days in Startup Finance w/ Meir Rotenberg

Episode 86: Building Better App Partnerships w/ Kellie Parks

accounting firms and accounting apps need marriage counseling. so Kellie Parks (Calmwaters Cloud Accounting) joins Tom to provide just that. they cover how to sell to accountants, how accountants can give better feedback to partners, why relationships outside the product matter, and more. and if any of that bores you... fly fishing, Olympic doping, creatine use in the accounting world, and the mafia are also topics of discussion. something for everyone!

Episode 85: Designing the Ideal Firm - Onshore + Offshore + Tech w/ Jordan Sublette

Tom talks with Jordan Sublette, founder of Cloud Accountant Staffing and former firm owner, about how to build a firm with the right blend of onshore talent, offshore support, and automation. They cover: - why offshoring isn’t a lifeline, and what to fix before you hire - what firm owners get wrong about offshore talent - Cloud Accountant Staffing’s approach to vetting offshore talent - what's the right mix of onshore, offshore, and tech   🔗 Learn more: Check out our QBO apps: www.finoptimal.com [http://www.finoptimal.com] Build your offshore team: www.cloudaccountantstaffing.com [http://www.cloudaccountantstaffing.com]

Episode 84: Surviving Your First 90 Days in Startup Finance w/ Meir Rotenberg

Meir Rotenberg, startup finance legend and multi-time FinOptimal customer of the year, joins the pod to discuss what it's like walking into a startup that might not have it all figured out yet. some of what's covered: • how Meir got his first finance job without an accounting background • the red flags he looks for on day one • what can be automated immediately • why he looks for areas he can own outside of accounting • the tech stack he implements on day one if you're stepping into a startup finance role, this episode is your playbook.

Episode 83: Don't Get Bullied By Auditors

🚨 emergency podcast   there is an epidemic of SMBs and the accounting firms who service them getting bullied by auditors in private company audits. almost always, the auditor isn't even doing it maliciously, but a fundamental lack of "what even is an audit?!" leads to this happening.   John & Kyle from Zeroed-In Consulting join the show to break down everything you need to get prepared for your upcoming audits

Episode 82: Michael Ly

Michael Ly from Reconciled joins the podcast to talk accounting and other stuff with Tom & Jesse. the group covers: * using cold email to grow CAS * their shared hatred for AI outreach * old school tactics they're still using * what characteristics they look for for when hiring * the lost art of talking to another human being through phone call there's also a great Terminator reference in this episode, so it's definitely worth listening to.