Episode Summary In this episode of DM Disruption, host Dawn Brolin dives into the future of business bookkeeping with special guest Jason Richelson, CEO at Bookkeep. They explore how technology is changing the landscape of accounting, making it more efficient and accurate than ever before. Jason shares insights about his innovative tool, Bookkeep, which streamlines […]
Episode Summary In this podcast, join host Dawn Brolin and guest Eric from Corpay One as they delve into the world of fraud protection and the importance of safeguarding cash in businesses. As a Certified Fraud Examiner and CPA, Dawn shares insights on the fraud triangle and the three crucial elements that contribute to fraudulent […]
Episode Summary In this episode, Dawn and Eric from Corpay One discuss the concept of app advisory as a service and its role in subscription pricing. They highlight the importance of technology in client conversations and how implementing the right solutions can bring additional revenue to accounting firms while making everyone’s life easier. They also […]
Now is perfect time to shift into tax planning mode for your SMB (small-to-medium business) clients. Why tax planning? To me, it’s the ultimate, easy way to engage clients into a deeper advisory relationship. Plus, it’s a fundamental strategy that creates a win-win for you and your clients.
This episode is sponsored by Bookkeep. Learn more at https://www.bookkeep.com/ Listen on Apple Music: Listen on spotify Music: Episode Summary Matthew Cohen, Founder of Nine Toe Five, joins Dawn! In this episode, Matthew shares his difficult beginnings as an entrepreneur, how he built his sock business to inspire others, and how he plans to […]
Episode Summary This episode is sponsored by Canopy. Learn more at https://www.getcanopy.com/ Paul Hamann, the founder of RC Reports, joins Dawn to talk in-depth about reasonable compensation and how his business can help firms present accurate reasonable compensation figures to their clients. Listen now to learn why Paul started RC Reports, the consequences of […]
This episode is sponsored by Liscio. Learn more at https://liscio.me/ Episode Summary Liscio joins the DM Disruption! Join Dawn as she chats with Chris Farrell, the CEO of Liscio, and Alison Ball, the Director of Marketing and Influencer Strategy at Liscio. In this episode, you’ll learn the importance of maintaining proper cyber security in […]
This episode is sponsored by Bookkeep. Learn more at https://www.bookkeep.com/ Episode Summary Thomas Ruscitti & Emily Hedrick from Bookkeep join Dawn! Listen now to learn about Thomas and Emily, why Bookkeep is the go-to bookkeeping solution for accounting firms, and how automation is the future of this industry! Episode Notes Tom and […]
Episode Summary This episode is sponsored by SmartVault. Learn more at https://www.smartvault.com/ John Coleman, the owner of Commonwealth Business services, joins the DM Disruption! Listen now to learn how John uses SmartVault in his business, and how proper file management can save your firm time! Episode Notes How John Found SmartVault John […]
Episode Summary This episode is sponsored by Liscio. Learn more at Liscio.me Arun Mathur from UltimQuest Knowledge joins the DM Disruption! Listen now to learn why it’s important to educate and mentor young CPAs, how UltimQuest can benefit you and your firm, and where he finds his motivation. Arun’s Beginnings Arun talks about […]
Episode Summary This episode is sponsored by Truly Financial. Learn more at https://trulyfinancial.com/ Scott Scarano joins the DM Disruption! Tune in to learn about his own podcast, Sons of CPA’s, the importance of succession planning, and how improving the productivity of your firm may not be as hard as you think. Listen now! Episode […]
Episode Summary This episode is sponsored by ADP. Learn more at www.adp.com/accountant Caren Schwartz joins the DM Disruption! Listen now to learn how Caren started her own bookkeeping service, how she first gained her clients, and how she achieved the success her business has today! Episode Notes Caren’s beginnings With Caren’s father being a CPA […]
