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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