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Page de couverture de Jason Kruger with Citrin Cooperman

Jason Kruger with Citrin Cooperman

Jason Kruger with Citrin Cooperman

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À propos de cet audio

 Industrial Talk is talking to Jason Kruger, Partner at Citrin Cooperman about "Capital access starts with a trusted advisor focused on your success". Scott Mackenzie hosts the Industrial Talk podcast, featuring industry professionals like Jason Kruger from Citrin Cooperman. The conversation covers the importance of podcasting for business, emphasizing its role in building authority, trust, and engagement. Jason discusses his firm's services, focusing on outsourced accounting and CFO advisory, and their unique approach to client support. He highlights the impact of tariffs on manufacturing profitability and the necessity of accurate financial reporting for accessing capital. Jason also touches on the role of AI in enhancing efficiency and decision-making in financial processes. The discussion underscores the value of human connection and strategic financial planning in business success. Action Items
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Outline Introduction and Purpose of the Podcast
  • Scott welcomes listeners and highlights the importance of celebrating innovators and problem solvers in the industry.
  • The podcast aims to tell the stories of industry professionals and discuss topics like access to capital and financial strategies.
  • Scott shares his passion for finance and the importance of financial conversations in every organization.

The Value of Podcasting
  • Scott expresses frustration with companies that do not see the value in podcasting.
  • He shares his personal journey into podcasting, inspired by the widespread popularity of podcasts.
  • Podcasting is presented as a way to create human connections, build authority, and improve engagement.
  • Speaker 2 emphasizes the tangible financial rewards and SEO benefits of podcasting.

Challenges and Opportunities in Podcasting
  • Scott discusses common objections to starting a podcast, such as lack of personnel or time.
  • He encourages companies to prioritize creating content and human connections through podcasting.
  • The podcasting process is described as relatively inexpensive and straightforward.
  • Scott offers to help companies distribute their podcasts on the Industrial Talk platform for greater exposure.

Introduction of Jason Kruger
  • Scott introduces Jason Kruger, a partner at Citrin Cooperman, and sets the stage for a discussion on financial topics.
  • Jason Kruger joins the conversation, mentioning his location in San Diego, California.
  • Scott and Jason share personal anecdotes about San Diego and their experiences there.
  • Jason provides a brief overview of his background and his current role at Citrin Cooperman.

Citrin Cooperman's Services and Approach
  • Jason explains that Citrin Cooperman is a top 15 national CPA firm, specializing in tax, financial statement audits, and advisory services.
  • He highlights his focus on outsourced accounting and CFO advisory services, as well as valuation work and mergers and acquisitions.
  • Jason shares his experience at Deloitte and the inspiration behind starting Signature Analytics in 2008.
  • The company was acquired by Citrin Cooperman a year ago, and Jason continues to support clients in a partner role.

Differentiating Citrin Cooperman
  • Jason discusses how Citrin Cooperman differentiates itself from other CPA firms by focusing on the client's specific needs and pain points.
  • The firm does not just provide bodies but offers a...
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