Tech's Up! Riding the Digital Surf to Success.

There's always time to talk tech, especially with so much out there and the constantly changing nature of tools. To help you test the temperature of current waters, I talked to a handful of CalCPA members about the tech and resources they use to navigate their way to success. See if anything they mention might (it into your daily working life.

The Tech Talkers

* DH: Dan Herron (Partner, Elemental Wealth Advisors, LLC)

* HJ: Harsh Jadhav (Chief Audit Executive, ACERA)

* BO: Blake Oliver (Founder & CEO, Earmark)

* AB: Adam Blitz (Founder, Streamline CPAs)

* NP: Naddav Paran (Internal Team Auditor, Google)

What does your day-to-day work entail?

DH: I can be working on a tax return one day. and then on financial plans and investment allocations on the other.

HJ: My typical day involves monitoring progress on the audit plan, discussing risks and threats to the business ranging from cash management to cybersecurily, and working with board members and management to better understand how we continue to add value.

BO: The job of a CEO in a startup is always changing. At the moment, I'm focused on creating a subscription offering for both our authors and our members that will provide the funds Earmark needs to grow. But my favorite part about my job is recording podcast episodes with some of the smartest and most influential people in the accounting profession.

AB: Part therapist, part human resources, part-time barista; part-time IT... whatever it takes!

NP: My work primarily involves collecting and analyzing information, documenting my analysis, and bringing recommendations to the business about controls improvements and root causes.

What is your favorite piece of technology to aid you with your job?

DH: Surprisingly, it's Excel. Consistency is a benefit in both industries. The bulk of other softwares is always constantly updating and changing user interfaces. This drives me nuts. If it isn't broken, don't fix it.

HJ: With a remote workforce, we like scheduling software like Doodle, which facilitates scheduling for large groups by allowing each individual to input their available times. As the meeting organizer, it's easy to select the best time.

BO: I use Descript (descript.com) for audio and video editing. It does a lot, but the most game-changing is the ability to edit audio/video by deleting words on a transcript. We couldn't run the business as efficiently as we do without it.

AB: My AirPods... how do people live without them?

NP: I use Google...

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