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Accounting Apps Podcast | Accounting Technology | formerly Cloud Stories

“Cloud Stories is the world’s coolest accounting podcast” A guy on the Internet told me this once, and I choose to believe him!

The Cloud Stories podcast explores how business solutions integrate with online accounting software (Xero, MYOB and or QBO), and can, in turn, automate processes and improve productivity and profitability. By sharing Cloud Stories from the community listeners gain insights into how small businesses and advisory services can thrive in a brave new world of artificial intelligence, machine learning, and robots.

Over the years, Heather Smith has interviewed Accountants • Bookkeepers • Business Consultants • Cloud Advisors • Cloud Integrators • Developers • Small Business Owners • and Solution Providers • who have generously shared their own Cloud Story on the popular podcast.

Contact Heather: https://heathersmithsmallbusiness.com/

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  2. Transforming a Professional Services Firm to $130M | Mark Orttung

Transforming a Professional Services Firm to $130M | Mark Orttung

Nov 6, 2024

Gain insights from an experienced leader who has successfully scaled multiple professional services and technology companies. Learn strategies for driving innovation, improving operational efficiency, and providing real-time visibility for consulting firms. 

Understand how to leverage patents and intellectual property to differentiate your business. Get advice on effective leadership approaches, including the power of being a proactive listener. 

Today I’m speaking with Mark Orttung, CEO of Projectworks. The conversation provides a wealth of practical, hard-earned wisdom for anyone looking to grow and improve their professional services business.

In this episode, we talk about . . .

 

  • Mark Orttung's journey from scaling Nexiant and Bill.com to leading professional services automation platform Projectworks

  • Insights on driving innovation and providing real-time visibility to reduce administrative burdens for consulting clients

  • Leveraging patents and his approach to effective leadership, including the importance of being a proactive listener

  • Strategies for scaling consulting firms, including differentiation, go-to-market, and continuous improvement

  • Collaboration with AICPA and enabling accounting firms to create new revenue streams

Projectworks is a professional services automation platform that’s easy to use and enables the world’s experts to focus on their passion. Professional services and consulting firms use Projectworks' to better plan their projects, resources, and profits and gain insights into real-time project performance and bottom-line projections. The platform integrates with leading accounting, reporting, and CRM systems, including Xero, QuickBooks, HubSpot and Salesforce.

I strategically partner with Projectworks.

Contact details:

W: https://projectworks.com 

Mark Orttung: https://www.linkedin.com/in/markorttung/ 

Accounting Apps newsletter: http://HeatherSmithAU.COM

Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind 

LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ 

YouTube Channel: https://www.youtube.com/ANISEConsulting 

X: https://twitter.com/HeatherSmithAU