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Podcast

The FileForms Business Compliance Podcast

Conversations on entity compliance, registered agent operations, and the workflows behind keeping business entities in good standing, for the firms that manage them at scale.

  • Empowering Entrepreneurs Online: Building a Strong Digital Presence with UENI

    Empowering Entrepreneurs Online: Building a Strong Digital Presence with UENI

    Christine Telyan explains why two out of three American small businesses still don’t have a website they’re happy with and why the DIY builders haven’t solved it. She and Frank cover UENI’s pivots from marketplace to website builder and from free to paid, what 700,000 small business customers actually ask for beyond a site, and…

  • AI, Revenue Streams, and Building the Practice You Actually Want with Eric Green, Tax Rep Network

    AI, Revenue Streams, and Building the Practice You Actually Want with Eric Green, Tax Rep Network

    Eric Green of Tax Rep Network makes the case that AI is handing tax professionals a choice: keep doing the same job you did for someone else, or finally build a business. He and Frank get into where compliance work stops and the practice of law begins, why firms with five revenue streams sell for…

  • Legal Tech, APIs, and Turning a Cost Center Into Revenue with Lloyd Solves

    Legal Tech, APIs, and Turning a Cost Center Into Revenue with Lloyd Solves

    Kenny Lloyd explains why law firms buy legal tech fast and implement it slowly and the two questions that separate a tool that pays off from one that sits unused. He and Frank get into what makes an API actually usable, why cutting intake-to-retainer time is a revenue story and not just a time-savings one,…

  • The Operating System of the Modern Family Office with Full Scope Solutions

    The Operating System of the Modern Family Office with Full Scope Solutions

    Annette Hopper and Levi Hammett of Full Scope Solutions explain why family office infrastructure built in silos works well until it doesn’t and what breaks first when a key person walks out the door. They make the case for owning your data, documenting the entities nobody touches, and outsourcing the busy work so your best…

  • The Back Office That Pays You Back with Kristy Monahan, Front Seat Consulting

    The Back Office That Pays You Back with Kristy Monahan, Front Seat Consulting

    Fractional COO Kristy Monahan explains why most accounting firms never build operations on purpose and why layering software on a broken process only magnifies it. She breaks down what separates a real SOP from a checklist, how documenting the work nobody thinks to document turns manual tasks into sellable products, and why a firm built…

  • Compliance, Automation, and the Future of Firm Valuation with Ian Vacin

    Compliance, Automation, and the Future of Firm Valuation with Ian Vacin

    In this episode, Frank Tumminello interviews Ian Vacin from Karbon to explore how integrated practice management and compliance solutions can transform accounting firms. They discuss the importance of automation, data transparency, and strategic partnerships in driving profitability and firm valuation.

  • Unlocking Business Growth Through Partnerships With Pierce Brehm

    Unlocking Business Growth Through Partnerships With Pierce Brehm

    In this episode of the Fileforms Business Compliance podcast, Frank Tumminello and Pierce Brehm discuss the critical role of partnerships in business growth, particularly in the HR tech space. They explore the importance of leveraging ecosystems for partner selling, the different types of partnerships, and the mindset required for successful collaboration. The conversation also delves…

Compliance built for firms that manage entities at scale

See how FileForms centralizes filings, registered agent, and good standing across an entire portfolio.