#AccountexUSA: Getting to know the Latino market

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Show Notes

00:40 – Welcome Jose and Tony! 
01:13 – Tony explains the Latino Tax Professionals Association’s mission
02:37 – The fast-growing Latinx small-business market is largely underserved in the U.S.
04:59 – Uncle Sam wants you  -  even if you're an illegal immigrant - to pay your taxes
05:32 – There's a delicate balancing act of compliance with the IRS, or the government
06:31 – Jose tells undocumented clients that filing a return is an imperative step in becoming a citizen or getting authorization to work in the U.S.
07:15 – Tony explains how the mixed-status family can mix up your brain when trying to file that type of tax return
09:12 – Jose talks about the absolute necessity for education to prevent Latino small-owners from making huge mistakes with their finances and taxes
11:05 – Talking diversity, and the perceived, or real lack thereof in the accounting profession
12:48 –  Financial illiteracy may be what gets in the way of Latino entrepreneurs being able to grow their businesses | Stanford Graduate School of Business
14:32 – Jose says while most Latino business owners speak English and use English-language products, they prefer to consume educational content in Spanish
15:21 – Translating your educational content into other languages will pay off  in the long run
18:25 – Scaling New Heights started offering Spanish-speaking tracks in 2017  | Woodard.com
19:12 – To reach the Latinx market, try a less salesy, more genuine approach
20:12 – Tony explains how Contabi Alliance takes the mission of serving the underserved to the Latin American countries, providing resources and education for accountants and bookkeepers who don’t have access to the tools and technology available in the States
22:00 – Each country has its own particular accounting rules and regulations to navigate

24:35 – There's a huge shortage of third-party apps that connect Latinx accounting software to the global players, such as Xero and Intuit

25:25 – What kinds of opportunity exist for Latin American countries that want to expand into the U.S.? 

26:54 – Jose may have the world’s longest social media profile! 

28:39 – Latino Tax Fest – parties, pools, and education! 

Connect with our guests

• Jose Zavala
  • LinkedIn: https://www.linkedin.com/in/jzavala03/
  • Twitter: https://twitter.com/ztxadvisors
  • Email: jzavala@ZTXadvisors.com
  • More About the Xero Virtual Hour: https://www.xero.com/us/partner-programs/partners/xerohour/
• Tony Martinez
  • LinkedIn: https://www.linkedin.com/in/tony-martinez-a095613a/
  • Website: https://latinotaxpro.com/
  • Email: antonio.martinez@latinotaxpro.org
  • Latino Tax Fest: https://latinotaxfest.com/

Get in Touch

Thanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a favor and write a review on iTunes, or Podchaser. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus. 

Meet Blake and David in person! 

• November 5-8: QuickBooks Connect in San Jose
• November 5: Practice Ignition PreCon Party in San Jose
• November 6: VIPartners Party with Gusto, Routable & Jirav in San Jose
• December 9-11: Digital CPA Conference in Seattle

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