Podcasts

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Inflo Software

Interviewee: Evan DeFord, Customer Experience Director, Inflo Software

Success lies in understanding this is a journey. Leverage the technology to allow time for engagement teams and the context to client’s data.

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Botkeeper

Interviewee: Enrico Palmerino, Founder & CEO, BotKeeper

Categorization, Classification and Reconciliation are now completed through a combination of artificial intelligence, machine learning and knowledgeable human accountants, increasing data accuracy to 99% and elevating the CPAs value to their clients.

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BlackLine

Interviewee: Molly Boyle, Senior Manager of Solutions Marketing, BlackLine

Molly Boyle, Senior Manager of Solutions Marketing with BlackLine, takes a look at the transformation of the audit. It is about the harmony between people, process and technology and the “Art of the Possible.”

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Karbon

Interviewee: Stuart McLeod, CEO, Karbon Inc.
Interviewer: Della Copp, CPA.com

Join Stuart McLeod as he speaks about bringing casual collisions into one place through 4 areas: capability, productivity, reach and technology to enable the digital CPA to be successful with client accounting advisory services.

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A Shift in Mindset, From Digitized to Digital

Innovation Expert Pascal Finette, focuses on the intersection of technology, global impact and culture. He discusses inspiring, educating and empowering entrepreneurs and change makers to tackle the most intractable problems of our time.

Interviewer: Kacee Johnson, Strategic Advisor, CPA.com
Interviewee: Pascal Finette, co-founder at radical Ventures and Singularity University's Chair for Entrepreneurship & Open Innovation

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Andrew Lester: Using KPI’s to Measure A Successful Client Advisory Service (CAS) Practice

As the CEO of a small firm, Andrew Lester, CPA, has built a CAS practice with a designated vertical focus. Over the course of 18 months, he went through a journey to identify the appropriate KPIs to help him manage what was working and not working in his practice. Listen in as Andy explains the best KPIs to help him manage his practice.

Interviewer: Samantha Mansfield, CPA.com
Interviewee: Andrew Lester, CEO at Lester + Company | Restaurant CPA and Consulting Firm