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93. Taxes and Technology with Jonathan Cardella

93. Taxes and Technology with Jonathan Cardella

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Key takeaways

1) Keeping technology simple is key, especially for complex businesses like Tax Advisory and Fintech
2) The US has some of the leading apps in the world. Developed nations and economically competitive countries also want to create environments that encourage R&D jobs.

On this episode of WealthTech Unwrapped, Ned speaks with Jonathan Cardella, Co-Founder and CEO of Strike R&D Tax Advisory. Join them as they discuss everything there is to know about taxes and how it applies to the Fintech Industry.

Jonathan emphasizes the significance of simplicity when it comes to apps, particularly in engaging people, a crucial aspect in complex sectors like Tax Advisory services. Avoiding unnecessary choices and cognitive overload for customers is paramount. Yet, maintaining transparency and offering options at the right juncture remains vital. He stresses the need for clarity through direct, attention-grabbing statements, all while avoiding overwhelming app users. He believes this approach could be extended to the intricate fintech domain.

Ultimately, customer experience is a universal concern for businesses. While efficiency matters, poor customer experience can severely damage a business’s prospects.

Drawing from his experience as an entrepreneur, Jonathan advocates for Research and Development (R&D). He highlights the value of a process that minimizes uncertainties in any product or service. This involves experimenting with various alternatives, learning through trial and error, and methodically recording progress. This approach is crucial in software development, irrespective of the industry.

Meet Our Guest Speaker

Jonathan Cardella

Strike Tax Advisory

Jonathan Cardella is a seasoned entrepreneur and visionary leader with a remarkable 20-year journey in technology and business. Throughout his career, he has left a trail of success, building disruptive ventures that create tangible value for clients and stakeholders alike. Jonathan's expertise lies in the rapid development of web and mobile applications, a skill he has honed over the years. He co-founded his latest venture, Strike Tax Advisory, in 2019, recognizing the transformative potential of R&D tax credits to revolutionize businesses, particularly small- and medium-sized enterprises, by infusing them with untapped capital. Jonathan is passionate about helping businesses thrive, and he believes that unlocking the potential of tax credits can fuel their growth. Leveraging his extensive background in the software development industry and profound insights into startups, he provides invaluable guidance on software efficiency and the advantages of combining service and software. His clients benefit from optimized financial strategies, enabling them to unleash the full potential of their organizations.

Jonathan Cardella_Founder&CEO_Strike R&D Tax Advisory

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