Accounting High Tech Time

Products (feat. Tallyfor)

Season 1 Episode 5

FACULTY: Shane Mason, Megan Justice, Nikole Mackenzie 
CLASS: #TechTime
TITLE: Products (feat. Tallyfor)

In this podcast episode, Scott and Coach Mack interview Megan Justice, owner of Crayon Advisory, and Shane Mason, founder of Brooklyn Fi where they dive into the way they apply Tallyfor at their practices, insights into their heroes or role models, transitioning to the cloud, limitations and the prospects of Tallyfor, and considerations about Freshbooks.

  • Introductions
  • Shane Intro
  • Before Tallyfor
  • Heroes
  • Saving Time With Tallyfor
  • Switching to Megan and the Cloud
  • Have more fun
  • Limitations and The Future of Tallyfor
  • Freshbooks
  • Journal Entries
  • More Closing Statements

Shout Outs:

Peter Wen, Twyla Verhelst, Kristen Keats, Tallyfor, Freshbooks, Lacerte, Palantir, TD Ameritrade, Zapier, Karbon, XPAC, Xero, QBO, Thomson Reuters

00:02:26 Introductions
00:06:07 Shane Intro
00:08:19 Before Tallyfor
00:12:23 Heroes
00:16:51 Saving Time With Tallyfor
00:21:19 Switching to Megan and the Cloud
00:30:30 Have more fun
00:31:08 Limitations and The Future of Tallyfor
00:36:24 Freshbooks
00:39:51 Journal Entries
00:43:01 More Closing Statements
 

What is Accounting High Tech Time?

What apps and plugins do you need for your accounting business? What's the crypto, AI, or automation technology that's going to be the next disrupter?

Let's find out. It's Tech Time at Accounting High.