In this episode, I am joined by Alicia McClurg, Training and Development Specialist at ProfitCoach.
We discuss:
(00:00:00) - Intro
(00:02:07) - Alicia’s background and career
(00:03:09) - Trust Accounting vs. traditional SMB accounting
(00:08:01) - Should PMs hire a full-time bookkeeper?
(00:12:40) - Triple Tie-Outs
(00:15:18) - What are the most common ways accounting gets out of sync?
(00:22:08) - Sponsor - The Kalmar Group
(00:23:49) - What are some nightmare problems you’ve uncovered?
(00:31:28) - What areas are software really assisting in TA and where is it lacking?
(00:42:06) - Sponsor - PMW
(00:43:51) - What resources are available to learn more about Trust accounting?
(00:48:33) - 1099s
(00:56:05) - Accounting cadences
(01:04:43) - How should we think about standardization in Trust Accounting?
Learn more & connect with me here:
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Learn more and connect with Alicia here:
Alicia on LinkedIn
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ProfitCoach
The content of this podcast is for informational purposes only and does not constitute professional advice. I may have consulting agreements with, or financial interests in, companies mentioned in this podcast. Additionally, some of the links included may be affiliate links, meaning I may earn a commission if you purchase through these links. Always perform your own due diligence before making any financial or business decisions.
