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Hosting Services Interpretation, Portals and More – A Discussion

In this podcast from the Modernizing Your Practice mini-series, you'll hear from Ellen Goria, Associate Director – Global Professional Ethics at the AICPA's Professional Ethics Division, on the hot topic of firms offering technology services in addition to audit and other assurance services. While we'll discuss at a high level various nonattest technology related services, our focus today will be on hosting services-related new guidance from the AICPA's Professional Ethics Executive Committee, better known as PEEC. Since the hosting services interpretation became effective on July 1, 2019, it is the right time to ensure you know if there may be an impairment of independence at your firm.

OUR GUEST
Ellen Goria, Associate Director – Global Professional Ethics at the AICPA's Professional Ethics Division

INTERVIEWER
Steven A. Menges, Product Team – Assurance, CPA.com

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Jirav

Interviewee: Martin Zych, CEO, Jirav

Jirav, is an integrated dashboarding, reporting and forecasting platform. Listen as Martin Zych examines the path for adding advisory services for your clients; growing past just reporting what happened, to why did it happen and ultimately to how can we make your clients goals happen.

Intuit

Interviewee: David Bergstein, CPA, CITP, CGMA, Intuit

David Bergstein, Digital Evangelist at Intuit, shares Intuit’s thoughts on how Artificial Intelligence assists, gathers, places and categorizes data to make the accountant’s life easier, allowing them to better advise clients and make important decisions.

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.

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.

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.”

AccountingSuite

Interviewee: Kurt Kunselman, COO, AccountingSuite

Kurt Kunselman, COO of AccountingSuite, shares his perspective of preparing for the future of blockchain. Once it’s broken down, it is a simple concept. The biggest change will be in auditing. It will help automate so the CPA can have a value-added practice.