The CPA Advisory Show

Developing & Implementing Tech in an Advisory Firm with Devin O'Brien

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Celebrating ONE YEAR! Our 52nd weekly episode...


Jeremy and Chris welcome special guest Devin O'Brien (@devin_j_obrien on Twitter). Devin is the founder at Kordis, which is a virtual CFO firm that also develops custom software. The key takeaways from the episode are:

  • The challenges of developing accounting software, particularly using developers without a technical accounting background.
    • The importance of bookkeeping quality and the chart of accounts for effective accounting.
      • The need for software developers to understand accounting in order to create software that is easy for business owners to use.
        • The use of forecasting and analysis tools to help business owners understand their financial trends and make informed decisions.
          • The potential for no code development to disrupt the accounting and technology industries.

            • Follow the show on Twitter ⁠@CPAAdvisoryShow⁠

            Jeremy Wells on Twitter ⁠@JWellsCFO⁠

            Chris Hervochon on Twitter ⁠@ChrisHervochon


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            The CPA Advisory ShowBy Jeremy Wells, CPA, EA & Chris Hervochon, CPA, CVA