Damien Greathead, VP of Business Development, Receipt Bank, asks us to think about technology as an extension of our team. Look for bottlenecks in our workflow. Streamline through process improvement or implementing technology. Such as, applications that will unlock our time to have transformational conversations with clients.
Listen as Blake Oliver, Senior Product Marketing Manager at FloQast, discusses outsourced accounting services for virtual CFO’s and business owners. Technology is allowing us to provide better data, improve compliance, and implement more effective internal controls. Good technology and good people are the two things needed to get your process nailed down.
At a young age, Gary Wood took over a 30 year-old Sole Practitioner firm, leading it through a transition from its founders to ultimately becoming a modern firm of the future. In this interview with Samantha Mansfield, Gary explains how he uses the Digital CPA Conference as part of his annual strategy and how he keeps the momentum to continue building and evolving his CAS practice.
Interviewer: Samantha Mansfield, CPA.com
Interviewee: Gary W. Wood, CPA, Compere Robinette CPAs
Making sense of alphabet soup. Philip Horrisberger, Director of Channel Marketing, Paychex discusses Future Firm Services and providing Human Capital Management through a broad range of value enhancing, HR advisory solutions.
Put Audit Back in the Black. Solon Angel, Chief Strategy Officer with MindBridge, Ai, shares his perspective of unlocking the capabilities of CPAs and driving value while driving competency rates.
The Cloud as a Tipping Point. Join David Bergstein, CPA, from Intuit, as he discusses accountants adapting to the digital age and moving their focus to advisory services.
Technology is just a piece of the puzzle. Madeline Reeves, Director of Business Development at Fathom, shares insight on investing time in people and building meaningful client relationships.