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
00:21:19 Switching to Megan and the Cloud
00:31:08 Limitations and The Future of Tallyfor