117 ⎸ [SYSTEMS] Scrutinize with John Rea

The Ambitious Bookkeeper Podcast

Send us a text

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

Разделы

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)