Jan 15 2024 46 mins
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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
00:02:26 Introductions
00:06:07 Shane Intro
00:08:19 Before Tallyfor
00:12:23 Heroes
00:16:51 Saving Time With Tallyfor
00:21:19 Switching to Megan and the Cloud
00:30:30 Have more fun
00:31:08 Limitations and The Future of Tallyfor
00:36:24 Freshbooks
00:39:51 Journal Entries
00:43:01 More Closing Statements