• How this CPA saved $12K for their client by switching tech stack | Garrett Alexander, CPA — Gearing Up EP#9

  • Jun 28 2022
  • Length: 12 mins
  • Podcast

How this CPA saved $12K for their client by switching tech stack | Garrett Alexander, CPA — Gearing Up EP#9

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  • Summary

  • Garrett Alexander, CPA, is the owner and Co-Founder of Orsini & Associates, a traditional accounting firm, and he also runs Game On Financial, a tax, finance, and business firm for gamers and content creators.

    Garrett’s experience serving two vastly different types of business owners has taught him how to get clients to buy into his preferred tools no matter their background.

    As a result, he’s not only improved his own workflow and efficiency, but he’s also saved his clients a lot of money. In fact, thanks to Garrett’s in-depth client conversations, he saved one logistics and shipping client over $12,000 just by changing banking over to Relay. 

    In this episode of Gearing Up, Garret presents a clear vision to his clients through in-depth conversations, and demonstrates how much time and money they can save with a modern, integrated technology stack.


    Watch the full episode now to learn:

    💰 How Relay helped save one client over $12K

    🤝 Garrett’s approach to working with clients from various backgrounds

    🤔 His “hub and spoke” model for accounting tech

    🛠 How to convince your clients to switch their tech

    Learn more about Garrett at orsiniandassociates.com or connect with him on Twitter or LinkedIn.
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