Episode notes
Meet Joe!
In this conversation, Joe Manganelli shares his journey from working at Goldman Sachs to founding and scaling Calculate, an outsourced accounting firm, and now leading Amalgam, a data aggregation and automation platform for the accounting industry.
He discusses the importance of building relationships in business, the value of smaller conferences, and the role of automation in enhancing efficiency within accounting practices. Joe emphasizes the need for persistence and trust in business, and he provides insights into the challenges and successes he faced while growing his ventures.
Takeaways
- Joe emphasizes the importance of building relationships in business.
- Conferences can be valuable for networking and relationship building.
- Trust is the cornerstone of successful sales in accounting.
Keywords
LeadershipEntrepreneurAccountingBookkeepingQuickbooksQBOAccounting TechnologyAccounting Industrybusiness