CPA firm owner Jason Staats joins me to discuss the common challenges accounting firms have when adopting new tech, how modern accounting firms are changing the way we do things and the future of productized services.
Managing partner of Wendroff & Associates, CPA Brian Wendroff joins me to discuss how we can improve workflow efficiency through automation, different workflow efficiency tools that bring systems together, and how his accounting team responded to new automation technologies.
VP of Sarbanes/Oxley at Kaiser Permanente and the VC of the American Institute of Certified Accountants Okorie Ramsey joins me to discuss the difference between public accounting and industry accounting, how public accounting and industry accounting build different skillsets and why it is so important to invest in networking and building relationships.
VP of Customer and Operations at Fieldguide Byron Patrick joins me to discuss why CPAs have a bad reputation online, the advantages of having an accounting background and how firms can keep their accountants engaged with their work.
Listed as one of the “Top 100 Most Influential People in Accounting” Will Hill joins me to discuss common inefficiencies within firms, how firms can implement organizational change and the risks of relying on tech to improve efficiency.
Founder and Senior Member of IntrapriseTechKnowlogies Donny Shimamoto joins me to discuss the security dangers of working from home, the potential costs to an organization if their staff’s security isn’t adequate and best practices to increase remote working security.
Award-winning researcher, professor, and entrepreneur Dr. Sean Stein Smith joins me to discuss the impact blockchain and crypto assets will have on emerging technologies, how automation can be used in the blockchain, and the future disruption blockchain will cause the accounting industry.
Director of Firm Technology Strategy at Right Networks Roman Kepczyk joins me to discuss the common cybersecurity risks accounting firms face, the dangers of ransomware, and how we can stay secure when working online from home.
Change Agent and Executive Director of Aprio Firm Foundation Mike Maksymiw joins me to discuss his journey of becoming a Change Agent, the core problems in accounting, and how he helps CPA firms free up their time.
CPA coach and Host of the Business Strategy for CPAs podcast Geraldine Carter joins me to discuss how accountants can reduce their working hours, improve their work-life balance and gain control of their work all without giving up a dime in revenue.