Josh Zweig's guest appearances

Josh Zweig

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Financial Planning For Canadian Business Owners

Chad Davis

Randy Johnston

Stephen King

Meryl Johnston

Mike Michalowicz

Ron Baker

David Fisher

Paul Martin

Mike Brcic

Jody Jordan

Robb Engen

Betsy Ehrenberg

Sarah Johnson

Scott Terrio

Melanie Russell

OwlTail

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Josh Zweig, CEO and Partner at LiveCA. Josh Zweig talks about the benefits of outsourcing various financial functions and work to a professional accounting firm that can do it on your behalf, supporting ongoing engagement with your clients. Episode Highlights: ● 01:10 – Josh Zweig explains what LiveCA does. ● 01:33 – Where is LiveCA’s physical location? ● 02:56 – How does their business model enable clients with their offerings? ● 05:05 – What is the best practice for efficiency? ● 09:07 – How often does LiveCA reengineer a client’s system? ● 12:13 – What is the first thing someone should contemplate when looking to potential outsource? ● 18:05 – Set up your system to scale. ● 21:09 – How does the pay-per-use business model change the relationship with consumers? ● 25:05 – Ask customers about their personal lives to be able to advise them better for needs that they may have never thought of. ● 26:53 – What should you look for in an outsource firm? ● 30:55 – How has LIveCA been able to help businesses during COVID-19? 3 Key Points 1. LiveCA has an account’s payable team, a payroll team, a bookkeeping team, and all of those teams work with their tech teams and their client service teams. 2. Outsourcing should serve as being a fraction of a full-time person. 3. LiveCA takes into account how fast a business is growing and they lay processes that are adaptable to even when that business hires more people. Tweetable Quotes: ● “LiveCA is Canada’s largest online CPA firm and what we do is a combination of the tax and accounting that you would expect a typical CPA to do and we combine that with a knowledge of technology and financial workflow.” – Josh Zweig ● “Scoping is basically us going, can we help you? If so, here is what help looks like and finally, here is how much it costs.” – Josh Zweig ● “I would look at the outsourcing process as two-fold. One is, how are you doing the process? And two, who is doing it?” – Josh Zweig Resources Mentioned: ● Facebook – Jason Pereira’s Facebook ● LinkedIn – Jason Pereira’s LinkedIn ● FintechImpact.co – Website for Fintech Impact ● jasonpereira.ca – Jason Pereira Website ● Linkedin – Josh Zwaig● liveca.ca – Website for LiveCA ● josh@liveca.ca – Josh Zwaig EmailFull Transcript Hosted on Acast. See acast.com/privacy for more information.

In this episode of Financial Planning for Canadian Business Owners, Jason Pereira, award-winning financial planner, university lecturer, writer, talks with Josh Zweig, CEO and Partner at LiveCA. Josh Zweig talks about the benefits of outsourcing various financial functions and work to a professional accounting firm that can do it on your behalf, supporting ongoing engagement with your clients. Episode Highlights: ● 01:10 – Josh Zweig explains what LiveCA does. ● 01:33 – Where is LiveCA’s physical location? ● 02:56 – How does their business model enable clients with their offerings? ● 05:05 – What is the best practice for efficiency? ● 09:07 – How often does LiveCA reengineer a client’s system? ● 12:13 – What is the first thing someone should contemplate when looking to potential outsource? ● 18:05 – Set up your system to scale. ● 21:09 – How does the pay-per-use business model change the relationship with consumers? ● 25:05 – Ask customers about their personal lives to be able to advise them better for needs that they may have never thought of. ● 26:53 – What should you look for in an outsource firm? ● 30:55 – How has LIveCA been able to help businesses during COVID-19? 3 Key Points 1. LiveCA has an account’s payable team, a payroll team, a bookkeeping team, and all of those teams work with their tech teams and their client service teams. 2. Outsourcing should serve as being a fraction of a full-time person. 3. LiveCA takes into account how fast a business is growing and they lay processes that are adaptable to even when that business hires more people. Tweetable Quotes: ● “LiveCA is Canada’s largest online CPA firm and what we do is a combination of the tax and accounting that you would expect a typical CPA to do and we combine that with a knowledge of technology and financial workflow.” – Josh Zweig ● “Scoping is basically us going, can we help you? If so, here is what help looks like and finally, here is how much it costs.” – Josh Zweig ● “I would look at the outsourcing process as two-fold. One is, how are you doing the process? And two, who is doing it?” – Josh Zweig Resources Mentioned: ● Facebook – Jason Pereira’s Facebook ● LinkedIn – Jason Pereira’s LinkedIn ● <a href="http://FintechImpact.co" rel="nofollow" target="_blank">FintechImpact.co</a> – Website for Fintech Impact ● <a href="http://jasonpereira.ca" rel="nofollow" target="_blank">jasonpereira.ca</a> – Jason Pereira Website ● Linkedin – Josh Zwaig● <a href="http://liveca.ca" rel="nofollow" target="_blank">liveca.ca</a> – Website for LiveCA ● josh@liveca.ca – Josh Zwaig Email<a href="https://jasonpereira.ca/financial-planning-for-canadian-business-owners-podcast-jason-pereira" rel="noopener noreferrer nofollow" target="_blank">Full Transcript</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Outsourcing Financial Operations of Your Business with Josh Zweig | E021

 LIVECA is committed to providing a progressive approach to accounting with a focus on forward thinking entrepreneurs. The concept is to allow greater accessibility to information and advice by connecting clients online directly to a chartered accountant from the comfort of your home or office. With the wide range of online tools available in today’s marketplace, our goal is to help clients shift their accounting towards a digital platform - reducing the need to search through piles of paper documents and spending more time on value-added work.     Whether you are setting out with a new idea or an already established entrepreneur, we would love to speak to you about your business.     Check us out at www.liveca.ca.     Or, just email me at josh@liveca.ca to schedule a free online consultation at your convenience.     LiveCA provides a comprehensive range of accounting services from a qualified chartered accountant for small and medium sized businesses.     Specialties:   Corporate Taxation, Self-Employed Individuals, Accounting software setup, Trusts, Joint Ventures.

LIVECA is committed to providing a progressive approach to accounting with a focus on forward thinking entrepreneurs. The concept is to allow greater accessibility to information and advice by connecting clients online directly to a chartered accountant from the comfort of your home or office. With the wide range of online tools available in today’s marketplace, our goal is to help clients shift their accounting towards a digital platform - reducing the need to search through piles of paper documents and spending more time on value-added work. Whether you are setting out with a new idea or an already established entrepreneur, we would love to speak to you about your business. Check us out at <a href="http://www.liveca.ca" rel="nofollow" target="_blank">www.liveca.ca</a>. Or, just email me at josh@liveca.ca to schedule a free online consultation at your convenience. LiveCA provides a comprehensive range of accounting services from a qualified chartered accountant for small and medium sized businesses. Specialties: Corporate Taxation, Self-Employed Individuals, Accounting software setup, Trusts, Joint Ventures.

The Josh Zweig Interview:How He Grew from 2-10 Employees in 1 Year…While Working Abroad.