117 ⎸ [SYSTEMS] Scrutinize with John Rea

The Ambitious Bookkeeper Podcast

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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

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Chapitres

1. 117 ⎸ [SYSTEMS] Scrutinize with John Rea (00:00:00)

2. Introducing John Rea (00:04:49)

3. How John got with Scrutinize (00:05:49)

4. Software Integrations (00:09:01)

5. When to Implement Scrutinize (00:09:36)

6. Proposal Scoping (00:12:06)

7. A.I. And Security (00:16:38)

8. Where Scrutinize is Going (00:28:10)

9. Reporting Tools (00:30:52)

10. Charging for Diagnostics (00:33:40)

11. Connecting to John (00:39:53)

12. Advice for Firm Owners (00:41:34)