Transforming: Tales of Business Evolution

SFP #71: How RPA paid off for this accounting firm


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Robotic Process Automation, or RPA, has been a buzzword in the accounting profession for several years. Despite that, many practitioners don’t have a great grasp of what RPA is and what it can do for accountants.

Wesley Hartman has spent much of the past eight years developing RPA solutions for midsize firm Kirsch Kohn Bridge (KKB), where he serves as director of technology. In this episode of the Small Firm Philosophy podcast, produced in partnership with the Journal of Accountancy podcast, Hartman shares how he has used RPA, how RPA can help accounting firms address key pain points, and why he and his firm are so bullish on the technology they have launched an RPA startup.  

This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email [email protected] and schedule a free webtour.

Click on the links to learn more about KKB or Automata or to contact Wesley.  You can access an edited transcript of this episode on the JofA website. 

Resources mentioned in the conversation:

AICPA & CIMA ENGAGE Conference

Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.

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Transforming: Tales of Business EvolutionBy AICPA & CIMA

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