"I think the future of accounting is automation and advisory services." - David Bergstein The finer details of this episode <ul><li>Understanding the importance of automation and innovation</li><li>Process of choosing the best platforms to automate processes</li><li>Why moving to the cloud is the way forward for CPA firms</li><li>How to add value through  advisory</li></ul>Episode resources<ul><li>Summit CPA website - <a href='http://www.summitcpa.net/'>www.summitcpa.net</a></li><li>Email us with questions - <a href='https://dashboard.simplecast.com/accounts/f51d65a7-cced-4edd-8aa0-a97862816727/shows/c09f21b7-5353-4275-be0d-60836845fe17/episodes/890f2cdb-f178-4051-b544-3db31170f359/cpa@summitcpa.net'>cpa</a><a href='mailto:vcfo@summitcpa.net'>@summitcpa.net</a></li><li>Bergstein CPA website - <a href='https://www.bergsteincpa.com/'>www.bergsteincpa.com/</a></li></ul>

"I think the future of accounting is automation and advisory services." - David Bergstein The finer details of this episode Understanding the importance of automation and innovationProcess of choosing the best platforms to automate processesWhy moving to the cloud is the way forward for CPA firmsHow to add value through advisoryEpisode resourcesSummit CPA website - www.summitcpa.netEmail us with questions - cpa@summitcpa.netBergstein CPA website - www.bergsteincpa.com/

"I think the future of accounting is automation and advisory services." - David Bergstein&nbsp;The finer details of this episode&nbsp;<ul><li>Understanding the importance of automation and innovation</li><li>Process of choosing the best platforms to automate processes</li><li>Why moving to the cloud is the way forward for CPA firms</li><li>How to add value through &nbsp;advisory</li></ul>Episode resources<ul><li>Summit CPA website - <a href="http://www.summitcpa.net/" rel="noopener noreferrer">www.summitcpa.net</a></li><li>Email us with questions - <a href="https://dashboard.simplecast.com/accounts/f51d65a7-cced-4edd-8aa0-a97862816727/shows/c09f21b7-5353-4275-be0d-60836845fe17/episodes/890f2cdb-f178-4051-b544-3db31170f359/cpa@summitcpa.net" rel="noopener noreferrer">cpa</a><a href="mailto:vcfo@summitcpa.net" rel="noopener noreferrer">@summitcpa.net</a></li><li>Bergstein CPA website - <a href="https://www.bergsteincpa.com/" rel="noopener noreferrer">www.bergsteincpa.com/</a></li></ul>

Adapting in the Age of Automation with David Bergstein

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients?Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.

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Adapting in the Age of Automation with David Bergstein

Adapting in the Age of Automation with David Bergstein

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