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117 ⎸ [SYSTEMS] Scrutinize with John Rea
Manage episode 378048768 series 3357763
In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments.
In this episode you’ll hear:
- the inspiration behind Scrutinize & a detailed look at its features
- best practices for ensuring security when using cloud services
- various use cases for implementing Scrutinize
Resources mentioned in this episode:
- Scrutinize (Sign up for a free 14-day trial and use the promo code AMBITIOUS25 to get 25% off your first 12 months!)
- Older podcast where I dive into cyber security with an insurance broker: What kind of Insurance do Bookkeepers Need? With Jock Wols
About John:
My name is John. I grew in a small town in north Texas and moved to Austin at 17 with plans to be a rockstar guitar player. It turns out you actually have to practice to be a rockstar, so that fell through. After spending a few years idling about, I decided to get serious and finished my BA in Finance at St. Edward's University.
I spent most of my career in various roles across the accounting and finance functions, learning as much as I could about how to use data to drive more strategic decisions that led to better outcomes for the businesses I worked with. In 2018 I started my own fractional CFO and bookkeeping firm, which is where I ran into the idea that eventually became my current focus - Scrutinize - which is a platform we built to provide bookkeeping quality assurance by automating ledger reviews.
I still live in Austin, TX with my wife, son, and dopey Staffy.
Connect with John:
- Follow on Twitter @johnrea88
- Sign up for a free 14-day trial of Scrutinize and use the promo code AMBITIOUS25 to get 25% off your first 12 months
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Enroll in The Bookkeeping Business Accelerator HERE >
Cohort Dates:
September 17 - November 7, 2024
Hoofdstukken
1. 117 ⎸ [SYSTEMS] Scrutinize with John Rea (00:00:00)
2. Introducing John Rea (00:06:59)
3. How John got with Scrutinize (00:07:59)
4. Software Integrations (00:11:11)
5. When to Implement Scrutinize (00:11:46)
6. Proposal Scoping (00:14:16)
7. A.I. And Security (00:18:48)
8. Where Scrutinize is Going (00:27:43)
9. Reporting Tools (00:30:25)
10. Charging for Diagnostics (00:33:13)
11. Connecting to John (00:39:26)
12. Advice for Firm Owners (00:41:07)
179 afleveringen
Manage episode 378048768 series 3357763
In this SYSTEMS episode, I chat with John Rea - creator and founder of Scrutinize, an automated bookkeeping file review tool designed to assist bookkeepers in three main areas: evaluating inherited books, conducting monthly reviews, and performing quality assessments.
In this episode you’ll hear:
- the inspiration behind Scrutinize & a detailed look at its features
- best practices for ensuring security when using cloud services
- various use cases for implementing Scrutinize
Resources mentioned in this episode:
- Scrutinize (Sign up for a free 14-day trial and use the promo code AMBITIOUS25 to get 25% off your first 12 months!)
- Older podcast where I dive into cyber security with an insurance broker: What kind of Insurance do Bookkeepers Need? With Jock Wols
About John:
My name is John. I grew in a small town in north Texas and moved to Austin at 17 with plans to be a rockstar guitar player. It turns out you actually have to practice to be a rockstar, so that fell through. After spending a few years idling about, I decided to get serious and finished my BA in Finance at St. Edward's University.
I spent most of my career in various roles across the accounting and finance functions, learning as much as I could about how to use data to drive more strategic decisions that led to better outcomes for the businesses I worked with. In 2018 I started my own fractional CFO and bookkeeping firm, which is where I ran into the idea that eventually became my current focus - Scrutinize - which is a platform we built to provide bookkeeping quality assurance by automating ledger reviews.
I still live in Austin, TX with my wife, son, and dopey Staffy.
Connect with John:
- Follow on Twitter @johnrea88
- Sign up for a free 14-day trial of Scrutinize and use the promo code AMBITIOUS25 to get 25% off your first 12 months
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
Enroll in The Bookkeeping Business Accelerator HERE >
Cohort Dates:
September 17 - November 7, 2024
Hoofdstukken
1. 117 ⎸ [SYSTEMS] Scrutinize with John Rea (00:00:00)
2. Introducing John Rea (00:06:59)
3. How John got with Scrutinize (00:07:59)
4. Software Integrations (00:11:11)
5. When to Implement Scrutinize (00:11:46)
6. Proposal Scoping (00:14:16)
7. A.I. And Security (00:18:48)
8. Where Scrutinize is Going (00:27:43)
9. Reporting Tools (00:30:25)
10. Charging for Diagnostics (00:33:13)
11. Connecting to John (00:39:26)
12. Advice for Firm Owners (00:41:07)
179 afleveringen
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