Accounting High 120 Creating a Trust Economy at Your Firm (feat. Jeff Rudner, CPA)
Episode 120 | Recorded January 23, 2023
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In this episode of Accounting High, Scott chats with Jeff Rudner, co-founder and COO of Proseer. Jeff shares his journey into cloud accounting, his experience with fractional CFO services, and the birth of Proseer. They talk about consolidating and partnering, and conversion to a C-corp. Other things covered are tech stack, pricing and services, and the importance of team structure. Join in as Jeff shares his insights on tech adoption and the future of accounting, and Scott treats us with a rap to wrap up the conversation. Don't miss out on this informative and entertaining episode!
Getting started
Getting into cloud accounting
Left the startup and getting into fractional CFO services
Consolidating, partnering, and the birth of Proseer
Origin of the name Proseer
Numbers at the merge
Types of clients
Tech Stack
Pricing and service
Getting another partner/investor
Converting to a C-corp
Structure and Firm hard numbers
The team
Equity
Xero and Quickbooks
Tech adoption
Mac and PC
Inputs, outputs, notifications
Rap
Wrapping up
All the Shoutouts:
Jason M. Blumer, CPA, QuickBooks, Sage, Ron Baker, Bill, Laurence Bernstein, CPA, Expensify, Ramp, David Barrett, Patrick Osborn, UltraTax, Karbon, AppStream, Dext, Ignition, Dialpad