We partner with CFO-services firms and CPA firms that want to focus on the advisory angle. We don't necessarily want to provide advisory services, but we want to give our partners a strong foundation of bookkeeping and accounting. We're focused on using automation to improve the accounting system, and that helps our partners, the CFO-services firms and the outsource CPAs, that are really the advisors to their clients. But you have to have the bookkeeping and the accounting there in order to provide the advisory piece. We want to be the wind beneath their wings.” - Jesse Rubenfeld

The finer details of this episode:

•  Accounting workflows: automation assisted vs. automation
•  Outsourcing accounting tasks to increase efficiency
• Software tools that help with automation

Episode resources:

• Summit CPA website – summitcpa.net
• If you have questions or would like to be a guest on the show, email us at [email protected]
• FinOptimal | Homepage