Accounting Intelligence Podcast

Accounting Intelligence Podcast

By BotkeeperBusinessManagement
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Accounting Intelligence Podcast episodes

  • E19: Technology as the Foundation of CAS

    In this week’s episode, Deneen Diaz of Botkeeper shares her perspective on why technology is the foundation of CAS and why and how to grow your CAS practice. She covers topics including what CAS isn't, the evolution of a CAS practice, and why clients want to outsource more to you.

    54 min
  • E18: Activate Accounting Intelligence In Your Firm Through Automation

    This week’s conversation is between Heather Sperduto from ADP, Deneen Dias from Botkeeper, and Mike Triantos from Jirav. They discussed all things CAS, building enterprise-value, and the future of advisory work. Enjoy!

    This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

    1 hr 2 min
  • E17: Integrating Tax Advisory & Client Advisory Services

    Join Andrew Argue, CPA, founder and CEO of Corvee in this session as he shares how your firm's success rests on your ability to assume an advisory role for your clients. Accountants who add Tax Advisory Services (TAS) to their offerings are seeing enormous success. Why? Because they become an all-in-one tax and accounting partner to their clients. Let’s listen in

    This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

    1 hr 2 min
  • E16: Where are you in your CAS journey?

    This week's conversation is between CAS leaders, Christine Triantos, Principal at BDO, Dixie McCurley, Partner at Cherry Bekaert and Deneen Diaz with Botkeeper. Covering topics ranging from outsourcing to leadership to technology this conversation is a wealth of perspective that could benefit any CAS professional. Let's listen in.

    This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

    32 min
  • E15: Overcoming well-intentioned resistance: helping your team confidently step into change

    You’ll be hearing a conversation between Will Hill with Will Hill Consults, Christopher Papin, with Papin CPA, and Deneen Dias with Botkeeper. Change is inevitable but how do you get your CAS and accounting practices to evolve with it? How do you get your CAS team to see automation as a good thing? These questions and more are discussed in this in-depth conversation. Enjoy!

    This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

    59 min
  • E14: Crypto, CAS Practices and Combating Volatility with Pat White, Bitwave

    In this week’s episode, you’ll be hearing a conversation between Pat White, CEO & Cofounder of Bitwave and Enrico Palmerino, CEO & Founder of Botkeeper. Bitwave is the first digital asset finance platform designed specifically to manage the intersection of cryptocurrency tax, accounting, and compliance, enabling the financial revolution made possible by cryptocurrency. In Pat & Enrico’s conversation, they cover topics ranging from the impact of digital assets on balance sheets, what can we learn from crypto volatility, and how can your CAS practice help businesses with crypto and digital assets. Enjoy!

    This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

    1 hr 3 min
  • E13: Intuits renewed focus on Accountants, updates to QBO, and more with Ashleigh Sutter, Intuit

    This week’s episode is a conversation between Ashleigh Sutter, Director of Sales at Intuit and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Ashleigh Sutter has spent her career working in every accounting function from audit to tax to advisory and much more. Most recently, she joined Intuit to help serve & support the accounting profession. In Deneen and Ashleigh’s conversation, they cover topics ranging from how to use the advisory model internally, updates to Quickbooks Online, and how to be a thought leader not just about your product. Let’s listen in.

    This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

    26 min
  • E12: Client & Capacity Management How Tos for Your Selling Season

    In this week’s episode, you’ll be hearing a fireside chat between Matt Jagst with Botkeeper, Spencer Christeck of Tallyfor, and Seth Finberg, an independent Editorial Manager & Content Strategist. Their conversation covers topics ranging from tackling capacity, how to specialize, and how to balance a craft mindset vs. business mindset. They bring their combined 70 years experience of being in the accounting profession to the table for a riveting discussion. Enjoy!

    This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more


    53 min
  • E11: Run your firm like a machine, avoid the chaos and become a Future Firm with Ryan Lazanis, CPA

    In this week’s episode, you’ll be hearing a conversation between Ryan Lazanis, Founder of Future Firm and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Before starting Future Firm, Ryan was a practicing CPA that scaled and sold his practice in under 5 years. He now shares his learnings through coaching and content through Future Firm. In Deneen and Ryan’s conversation, they cover topics ranging from how to run your firm like a machine, productize your services with different offerings, and increase capacity by raising prices. Let’s listen in.

    This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

    31 min
  • E10: Productizing your CPA services & getting away from doing too much tax with Darren Root, CPA

    In this episode, you’ll be hearing a conversation between Darren Root, CEO at Rootworks & Deneen Dias, VP of Strategic Partnerships at Botkeeper. Darren Root has been a practicing CPA for 30 years and started Rootworks 15 years ago. Rootworks was formed with the core objective of helping accounting firms get better every day and they have over 1,000 members. In this conversation, Deneen & Darren cover topics ranging from productizing your CPA services, getting away from doing too much tax, and the role of a smart client manager in your firm. Enjoy!

    This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

    35 min

About Accounting Intelligence Podcast

From the publisher's feed

Accounting firms don’t have enough labor to meet the record high demand for their services. That’s where accounting intelligence comes in. Accounting Intelligence uses automation, artificial…