Heath Alloway returns to host Episode 67 of The Upstream Leader, and he talks to James Stapleton, co-founder of Codefi, about his insights on tech entrepreneurs and startups, the challenges they deal with, and how accounting firms can look to aid this specialized group of clients. Through Codefi, James seeks to streamline financial operations and readjust traditional accounting practices through a mutual use of technology between client and firm, allowing for a relationship with room to grow on both sides.

Get the full show notes and more resources at TheUpstreamLeader.com