426 episodes listed below
Accounting tech, firm growth, practical change.
The Tech Talk for Accountants Show is a practical accounting-industry interview program focused on technology, process improvement, and firm growth. Episodes move from guest backstory into concrete pressure points such as value pricing, automation, inventory systems, crypto tax prep, client boundaries, and proactive advisory work.
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The Tech Talk for Accountants Show is a long-running interview program about the business and technology choices facing accounting firms. It treats accounting as an operating system, not just a compliance function. Andrew LaCisse speaks with guests from the accounting, coaching, software, tax, and advisory worlds. The episodes are conversational, but the concerns are specific: pricing work correctly, protecting client data, making technology decisions, scaling service lines, and helping clients understand value beyond basic bookkeeping. A typical episode starts with a brief setup and then asks how the guest arrived at their current work. That backstory matters. The show often uses it to connect personal career turns with larger changes in the profession. Loren Fogelman brings a sports-psychology-to-business-coaching lens to value pricing for accounting firms. Amy Vetter discusses business balance and bliss through the B3 method, rooted in a family history around CPA work and small business. Oren Schepps talks about outsourced accounting, bookkeeping, business advisory services, and the move beyond month-end bank reconciliations. Jackie Meyer argues for proactive tax planning before the year-end rush, with attention to marketing, sales, implementation, and client education. Kelly Gonsalves brings automation, AI, scaling, and real firm-life interruptions into the same conversation. Ajoy Krishnamoorthy frames inventory management from an accounting perspective. Brian Ernest and Mike Ring address crypto tax returns and done-for-you preparation. Janelle Charriere discusses growth, scheduling, saying no to clients, and boundaries. The show’s rhythm is relaxed, sometimes chatty, and clearly built for practitioners who know the vocabulary already. It suits accountants who want usable context before choosing a system, changing a service model, or advising clients on technology.
Made for: The show is for accountants, bookkeepers, firm owners, and advisory professionals evaluating technology, pricing models, automation, tax planning, and client-service boundaries. It especially fits practitioners who want trade-specific conversations rather than generic small-business advice.
What sets it apart: It narrows business-technology talk to the accounting profession, keeping each conversation close to firm operations, client work, and real service delivery. The mix of guest backstories and concrete practice issues gives the show a grounded, practitioner-to-practitioner feel.
On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more information visit us at https://tech4accountants.net/
Short reviews from the PlayNext desk, based on the episodes we processed.
A practical case for turning familiar client work into a proactive tax-planning service.
Jackie Meyer makes a clear case for treating tax planning as proactive client work, not a task left until December. Her strongest point is also her simplest: an accountant may already be doing tax planning by reviewing an employer benefits package or suggesting a tax-reduction…
For accounting firms, marketing starts with the blueprint before the tools.
Marketing for accounting firms comes into focus when a firm has to decide whether to spend time or spend money. Andrew Ossis frames that practical tension in conversation with Matt Banker, founder and lead strategist for Benchmark Growth Marketing, then uses it to reach the…
Accounting firm growth, with the human factors included.
Bookkeeping firms, built with clearer systems.
Matt Banker, founder of Benchmark Growth Marketing, discusses how accounting firms can turn free advice into paying customers.
Host Andrew Lassise interviews business coach Lauren Fogelman about value pricing for accounting firms, moving away from hourly billing.
Host Andrew Lassise interviews Amy Vetter about her B3 method for business balance and bliss, discussing her journey in accounting.
Host Andrew Lassise interviews Oren Schepps about becoming a trusted technology advisor for accounting clients, going beyond traditional bookkeeping.
Andrew LaCisse interviews Jackie Meyer, CPA and founder of TaxPlanIQ, about replacing December 15th tax planning with meetings scheduled after a client's Form 1040 is finalized.
Melissa Miranda, owner of Step-by-Step Accounting, tells Andrew LaCisse that her father's dairy-farm financial stress and multiple suicide attempts shaped her focus on empathy in accounting.
Kelly Gonzalez explains how moving clients to QuickBooks Online and adding automation helped her scale a firm with herself and one part-time bookkeeper.
Andrew LaCisse interviews Joy, SYN7’s CEO and chief product officer, about connecting inventory, sales channels, fulfillment, and accounting data for product-selling businesses.
Andrew LaCisse interviews Paul Hammond of RC Reports about myths surrounding reasonable compensation for S-corporation shareholder-employees.
Host Andrew Lassise discusses crypto tax preparation with co-founders of Blockchain Crypto Tax Prep.
Host Andrew Lassise interviews Janelle Cherrier about her journey in accounting, discussing growth strategies, scheduling, and setting boundaries with clients.
Host Andrew Lassise interviews marketing strategist Matt Banker about marketing strategies for accounting firms, covering time vs.