Trust Accounting, Nightmare Stories & More with Alicia McClurg

Peter Lohmann's Podcast · Oct 2, 2024 · 1h 6m

In this episode, I am joined by Alicia McClurg, Training and Development Specialist at ProfitCoach.

We discuss:

(00:00:00) - Intro

(00:02:07) - Alicia’s background and career

(00:03:09) - Trust Accounting vs. traditional SMB accounting

(00:08:01) - Should PMs hire a full-time bookkeeper?

(00:12:40) - Triple Tie-Outs

(00:15:18) - What are the most common ways accounting gets out of sync?

(00:22:08) - Sponsor - The Kalmar Group

(00:23:49) - What are some nightmare problems you’ve uncovered?

(00:31:28) - What areas are software really assisting in TA and where is it lacking?

(00:42:06) - Sponsor…