Beyond The Numbers Podcast

What does it really take to embrace change—and build a business that can keep up?

In this episode of Beyond the Numbers, Randy Kardas, CPA, sits down with Jackie R. Campbell, CFP®, CPA, PFS (Founder & President of Campbell & Company) to talk about how technology and AI are reshaping operations, decision-making, and long-term business value.

They cover what it takes to move past manual workflows and spreadsheet dependency, how to use AI as a thinking partner (not a replacement), and how to choose systems that support growth without adding complexity. The conversation also digs into enterprise value and succession planning—why documented processes, repeatable workflows, and a modern finance stack can turn an owner-dependent business into one that can scale or transition smoothly.

They also share a practical take on proactive tax planning, and why waiting until year-end can get expensive.

Visit us at ⁠⁠https://www.campbelltechnologyadvisors.com⁠⁠

Call us at 352-683-7365

Or drop us a line at ⁠⁠[email protected]

Intercompany is where multi-entity reporting loses trust fast. Randy Kardas explains why consolidations look inflated and why due to/due from won’t tie—then walks through a Sage Intacct demo showing intercompany automation, entity-pair tie-outs, and a cleaner path to consistent eliminations.

Visit us at https://www.campbelltechnologyadvisors.com⁠⁠

Call us at 352-683-7365

Or drop us a line at ⁠⁠[email protected]

In this episode of Beyond the Numbers, recorded at the Sage Future conference, Randy Kardas, CPA, is joined by Audrianna Saglimbeni from TaxBandits to tackle one of the most stressful parts of year-end compliance: 1099 filing.

They discuss why 1099 season so often turns into a last-minute scramble, the operational drag caused by spreadsheet-driven workflows, and how automation can turn 1099 filing into a repeatable, manageable process instead of a January fire drill.

The conversation covers built-in validations, integrations with Sage Intacct and QuickBooks Online, early W-9 collection, TIN matching, secure client portals, and workflows designed to reflect the reality of modern IRS filing systems.

For accountants, CFOs, controllers, and business owners looking to reduce risk and regain time during peak season, this episode offers a practical, system-driven approach to 1099 compliance.

Visit us at ⁠https://www.campbelltechnologyadvisors.com⁠

Call us at 352-683-7365

Or drop us a line at ⁠[email protected]

Accounts payable automation is one of the most overlooked — yet highest-ROI — opportunities in modern finance.

Recorded at the Sage Future Conference, this episode of Beyond the Numbers explores how native AP automation inside Sage Intacct is helping finance teams move faster, gain visibility, and scale without adding headcount.

Randy Kardas, CPA, sits down with Jared from MineralTree to discuss why AP remains broken in many organizations, the hidden costs of manual invoice workflows, and what real automation looks like when it’s implemented the right way. The conversation covers faster close cycles, improved cash visibility, stronger controls, and how finance teams can scale operations without adding staff.

For CFOs, controllers, and finance leaders facing higher expectations with fewer resources, this episode explains why AP automation is no longer optional — it’s foundational to modern financial operations.

Learn more:🌐 https://www.campbelltechnologyadvisors.com📞 352-683-7365✉️ [email protected]

Recorded at the Sage Future Conference, this episode of Beyond the Numbers explores how donor management and automation are shaping nonprofit fundraising as organizations head into 2026.

Randy Kardas, CPA, sits down with Darryl Moser of DonorPerfect to discuss the growing pressure nonprofits face as grants tighten, fundraising expectations rise, and teams are asked to do more with limited resources. The conversation focuses on why fragmented donor data and manual workflows limit engagement — and how modern donor management systems can create clarity, consistency, and better donor relationships.

They also discuss what practical automation looks like in action, from improving donor follow-up and prioritizing outreach to integrating donor activity directly with accounting systems like Sage Intacct to reduce rework and operational risk.

This episode offers practical insight for nonprofit executives, development leaders, CFOs, and board members looking to modernize operations and support their mission more sustainably.

🔗 Learn more about how we help organizations modernize finance and accounting systems:
👉 https://www.campbelltechnologyadvisors.com

Technology transformation is not a software purchase — it’s a financial decision that must stand up to CFO scrutiny. In this session, we break down how finance leaders can build a defendable, CFO-ready technology ROI business case before committing to ERP upgrades, AP automation, reporting tools, or AI-powered solutions. Rather than relying on vague assumptions or vendor-driven math, this discussion focuses on the financial drivers leadership actually evaluates when approving technology investments. During the session, we also build a live ROI model using our calculator to show how these concepts apply in practice.👉 Access the free ROI calculator used in this session:https://www.campbelltechnologyadvisors.comIf your organization is evaluating ERP, automation, reporting, or AI initiatives, this video provides a practical, finance-led framework to support better technology decisions.

This episode of Beyond the Numbers was recorded at Sage Future for Partners 2025 in Orlando and coincides with the announcement of Quadient as an official partner of Campbell Technology Advisors.

Randy Kardas, CPA, sits down with Nico McEown from Quadient to unpack what real AP and AR automation looks like in practice — not just scanning invoices, but building workflows that reflect how finance actually works. The discussion covers approvals based on real coding dimensions, two-way and three-way matching with variance-based approvals, downloadable audit trails, and integration logging that provides visibility when something fails to sync.

On the AR side, the conversation explores automated customer communications, payment portals, dispute management inside the workflow, and collections intelligence that adapts based on customer payment behavior.

For finance leaders focused on faster closes, stronger controls, better cash forecasting, and fewer operational fire drills, this episode shows why AP and AR are not just back-office tasks — they are the operating system of the finance function.

Visit us at ⁠https://www.campbelltechnologyadvisors.com⁠

Call us at 352-683-7365

Or drop us a line at ⁠[email protected]

Historic tax reform is here — and it’s anything but simple. In this episode of Beyond the Numbers, host Randy Kardas is joined by tax expert Russell Persons, CPA at Campbell & Company, to break down the “One Big Beautiful Bill” and what it means for entrepreneurs.

From R&D credits and Section 179 expensing to tax-free Trump accounts and the QBI deduction made permanent, this conversation unpacks the opportunities and pitfalls hiding in thousands of pages of legislation. Whether you’re running a family business, scaling a startup, or planning your next big investment, this episode gives you the roadmap to turn policy into advantage.

Don’t leave money on the table — learn how to plan, invest, and thrive under the new tax rules.

🎧Tune in now — and when you’re ready to put these strategies into action, visit https://www.campbelltechnologyadvisors.com for expert tax advisory.

Buying the right software isn’t the finish line — it’s the starting block.

In this episode of Beyond the Numbers, Randy Kardas makes the case for why technology alone isn’t enough — and how Campbell Technology Advisors helps healthcare organizations turn Sage Intacct into real-world results.

You’ll learn the 10 reasons top medical groups trust Campbell to guide their transformation, including:✅ Strategy-first, not software-first✅ Seamless EMR, payroll & inventory integrations✅ Live dashboards for execs, clinic ops & providers✅ Fast, phased implementations — not two-year slogs✅ Audit-ready data migration and system stabilization✅ Real change management and user adoption✅ Long-term advisory, not short-term “go lives”

If you’ve ever thought, “We’ll fix this next year” — this is your reality check. Because waiting to act is the most expensive decision you’ll make.

🎧 Hit play, then visit ⁠https://www.campbelltechnologyadvisors.com to stop duct-taping and start scaling with strategy.

Scaling a healthcare practice isn’t just about growth — it’s about getting your financial house in order before the chaos scales with it.

In this episode of Beyond the Numbers, Randy Kardas takes a no-fluff tour through seven essential features of Sage Intacct that actually move the needle for medical groups, surgical centers, and multi-entity practices.

Forget the bloated feature lists — this is what actually matters:✅ 40–70% faster close times✅ Real-time AP automation with built-in approvals✅ Dashboards that actually reflect operations✅ Transparent, automated physician compensation✅ Inventory control by surgeon, procedure & site✅ Seamless grant tracking for research & outreach✅ Living, rolling forecasts that flex with your practice

If you’re leading finance in healthcare, this is the difference between managing chaos and leading with clarity.

🎧 Hit play, then visit ⁠https://www.campbelltechnologyadvisors.com⁠ to see how the right infrastructure transforms everything.