"Natural path to partnership" with Jason Terry

Today I’m thrilled to welcome Jason Terry from General Ledger Partners onto the show. As a Certified Public Accountant, Jason has more than 15 years in the finance and accounting space, having successfully worked for public, private, and not-for-profit entities with annual revenues ranging from $6M to over $600M.

At General Ledger Partners, Jason and his team offer bookkeeping, general ledger cleanup, and financial consulting services to small businesses and startups, managing the accounting function to maximize their company's potential. It’s a mission our team at Boast knows well and shares, as we have worked with Jason to help innovative clients capture R&D tax credits to recoup a portion of their R&D spend and help extend their product runway.

I’m thrilled to have Jason on to discuss his work in the startup space, the genesis of General Ledger Partners, and the challenges their customers face, as well as what his experience has been wrangling R&D tax credits, working with Boast and supporting customers with a successful capital strategy.

Boast accelerates the success of innovative businesses globally with software that integrates financial, payroll, and engineering data into a single platform of R&D intelligence.

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Intro and Outro music provided by Dennis Ma whose mixes you can find on Soundcloud at DJ DennyDex.