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
Over a year ago, Samantha Bowling, CPA, implemented artificial intelligence (AI) within their small firm. In this interview with Samantha Mansfield, she identifies how a small firm was able to implement AI and the unique ways they are using it, such as in client selection. Additionally, she is the recipient of the 2018 CPA.com Innovative Practitioner of the Year award for her innovative use of AI.
Interviewer: Samantha Mansfield, CPA.com,
Interviewee: Samantha Bowling, CPA, CGMA, Partner, Garbelman Winslow, CPAs
Erik Asgeirsson and Ron Quaranta discuss Blockchain with Ed Kless and Ron Baker on The Soul of Enterprise.
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 service area most effected will be auditing, where blockchain will help automate processes and ensure validity of records, so the CPA can focus on value-added services.
David Bergstein, CPA, CITP, CGMA, Intuit Accountant Segment, offers his perspective on Artificial Intelligence and advancing technology in this area. Artificial Intelligence plays a big part in making it easier for accounts and their clients to get answers on three key things: how to be more profitable, liquid and solid.
Jeff Pawlow, CEO of The Growth Partnership and ABLE, where he developed a CRM tool for CPAs, discusses professional intimacy. Which is, understanding the client and fully understanding their operation and niche industry they practice in, to be able to serve them at the advisory level and just not as a compliance vendor.
Hubdoc Co-Founder and Co-CEO, Jamie Shulman joins us to share the perspective of artificial intelligence and machine learning, which really is automation. How it saves time, eliminates data entry and as it learns, the more accurate it becomes. However, it will still not replace the human element of the advisor and client relationship.