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Accounting Intelligence Podcast

Accounting Intelligence Podcast

By Botkeeper

Accounting firms don’t have enough labor to meet the record high demand for their services. That’s where accounting intelligence comes in. Accounting Intelligence uses automation, artificial intelligence and technology to maximize the impact of accountants and address the labor gap. In this show, we highlight thought leaders and experts in client advisory & accounting services, IT, and automation to provide the accounting intelligence you need to beat the challenges you face. Be sure to subscribe on your favorite podcasting app so you don’t miss any future episodes.
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E11: Run your firm like a machine, avoid the chaos and become a Future Firm with Ryan Lazanis, CPA

Accounting Intelligence PodcastJan 12, 2023

00:00
30:56
E19: Technology as the Foundation of CAS

E19: Technology as the Foundation of CAS

In this week’s episode, Deneen Diaz of Botkeeper shares her perspective on why technology is the foundation of CAS and why and how to grow your CAS practice. She covers topics including what CAS isn't, the evolution of a CAS practice, and why clients want to outsource more to you.

Mar 08, 202353:43
E18: Activate Accounting Intelligence In Your Firm Through Automation

E18: Activate Accounting Intelligence In Your Firm Through Automation

This week’s conversation is between Heather Sperduto from ADP, Deneen Dias from Botkeeper, and Mike Triantos from Jirav. They discussed all things CAS, building enterprise-value, and the future of advisory work. Enjoy!

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

Mar 02, 202301:01:13
E17: Integrating Tax Advisory & Client Advisory Services

E17: Integrating Tax Advisory & Client Advisory Services

Join Andrew Argue, CPA, founder and CEO of Corvee in this session as he shares how your firm's success rests on your ability to assume an advisory role for your clients. Accountants who add Tax Advisory Services (TAS) to their offerings are seeing enormous success. Why? Because they become an all-in-one tax and accounting partner to their clients. Let’s listen in

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

Feb 23, 202301:01:36
E16: Where are you in your CAS journey?

E16: Where are you in your CAS journey?

This week's conversation is between CAS leaders, Christine Triantos, Principal at BDO, Dixie McCurley, Partner at Cherry Bekaert and Deneen Diaz with Botkeeper. Covering topics ranging from outsourcing to leadership to technology this conversation is a wealth of perspective that could benefit any CAS professional. Let's listen in.

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

Feb 16, 202331:59
E15: Overcoming well-intentioned resistance: helping your team confidently step into change

E15: Overcoming well-intentioned resistance: helping your team confidently step into change

You’ll be hearing a conversation between Will Hill with Will Hill Consults, Christopher Papin, with Papin CPA, and Deneen Dias with Botkeeper. Change is inevitable but how do you get your CAS and accounting practices to evolve with it? How do you get your CAS team to see automation as a good thing? These questions and more are discussed in this in-depth conversation. Enjoy!

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

Feb 09, 202358:49
E14: Crypto, CAS Practices and Combating Volatility with Pat White, Bitwave

E14: Crypto, CAS Practices and Combating Volatility with Pat White, Bitwave

In this week’s episode, you’ll be hearing a conversation between Pat White, CEO & Cofounder of Bitwave and Enrico Palmerino, CEO & Founder of Botkeeper. Bitwave is the first digital asset finance platform designed specifically to manage the intersection of cryptocurrency tax, accounting, and compliance, enabling the financial revolution made possible by cryptocurrency. In Pat & Enrico’s conversation, they cover topics ranging from the impact of digital assets on balance sheets, what can we learn from crypto volatility, and how can your CAS practice help businesses with crypto and digital assets. Enjoy!

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

Feb 02, 202301:02:40
E13: Intuits renewed focus on Accountants, updates to QBO, and more with Ashleigh Sutter, Intuit

E13: Intuits renewed focus on Accountants, updates to QBO, and more with Ashleigh Sutter, Intuit

This week’s episode is a conversation between Ashleigh Sutter, Director of Sales at Intuit and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Ashleigh Sutter has spent her career working in every accounting function from audit to tax to advisory and much more. Most recently, she joined Intuit to help serve & support the accounting profession. In Deneen and Ashleigh’s conversation, they cover topics ranging from how to use the advisory model internally, updates to Quickbooks Online, and how to be a thought leader not just about your product. Let’s listen in.

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

Jan 26, 202325:14
E12: Client & Capacity Management How Tos for Your Selling Season

E12: Client & Capacity Management How Tos for Your Selling Season

In this week’s episode, you’ll be hearing a fireside chat between Matt Jagst with Botkeeper, Spencer Christeck of Tallyfor, and Seth Finberg, an independent Editorial Manager & Content Strategist. Their conversation covers topics ranging from tackling capacity, how to specialize, and how to balance a craft mindset vs. business mindset. They bring their combined 70 years experience of being in the accounting profession to the table for a riveting discussion. Enjoy!

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more


Jan 19, 202352:52
E11: Run your firm like a machine, avoid the chaos and become a Future Firm with Ryan Lazanis, CPA

E11: Run your firm like a machine, avoid the chaos and become a Future Firm with Ryan Lazanis, CPA

In this week’s episode, you’ll be hearing a conversation between Ryan Lazanis, Founder of Future Firm and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Before starting Future Firm, Ryan was a practicing CPA that scaled and sold his practice in under 5 years. He now shares his learnings through coaching and content through Future Firm. In Deneen and Ryan’s conversation, they cover topics ranging from how to run your firm like a machine, productize your services with different offerings, and increase capacity by raising prices. Let’s listen in.

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

Jan 12, 202330:56
E10: Productizing your CPA services & getting away from doing too much tax with Darren Root, CPA

E10: Productizing your CPA services & getting away from doing too much tax with Darren Root, CPA

In this episode, you’ll be hearing a conversation between Darren Root, CEO at Rootworks & Deneen Dias, VP of Strategic Partnerships at Botkeeper. Darren Root has been a practicing CPA for 30 years and started Rootworks 15 years ago. Rootworks was formed with the core objective of helping accounting firms get better every day and they have over 1,000 members. In this conversation, Deneen & Darren cover topics ranging from productizing your CPA services, getting away from doing too much tax, and the role of a smart client manager in your firm. Enjoy!

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

Jan 05, 202334:17
E09: Accounting Processor Role, One Touch Concepts, and Ideal Tech Stack with Patrick Strausbaugh, CPA

E09: Accounting Processor Role, One Touch Concepts, and Ideal Tech Stack with Patrick Strausbaugh, CPA

In this episode, you’ll be hearing a conversation between Patrick Strausbaugh, Managing Partner at Oak CPAs and Enrico Palmerino, CEO & Founder at Botkeeper. Patrick Strausbaugh is the co-founder and managing partner at Oak CPAs PLLC. He came into the accounting profession in an unusual way with a background in financial analysis from his stint in insurance and software companies. His conversation with Enrico covers topics ranging from the new accounting integrator/processor role, Patrick’s ideal tech stack, great non-tech solutions for accounting, and much more.

This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashboards and unlimited reporting. Visit www.botkeeper.com to learn more

Dec 22, 202250:39
E08: Change The Value Equation Of Advisory with Geni Whitehouse, CPA
Dec 15, 202232:52
E07: What's Actually Broken in Public Accounting & How To Fix It with Chase Birky, CPAa

E07: What's Actually Broken in Public Accounting & How To Fix It with Chase Birky, CPAa

In this episode, Chase Birky, CEO & Co-Founder @ Dark Horse CPAs shares his perspective on why public accounting is broken and how to fix it. He created the only accounting firm that puts CPAs in a position to build a 6-figure book of business in 6-months, supporting their professional and personal growth. He shares his thoughts on the primary issues of the accounting professional, why the firm's primary customer should be the CPA, and much more.

Dec 08, 202246:33
E06: Innovation Framework, Growth Strategies and What’s Holding Your Firm Back with Gale Crosley, CPA
Dec 01, 202201:01:36
E05: A New Mindset, Getting Leverage, and Saying Yes To Demand with Shannon Vincent

E05: A New Mindset, Getting Leverage, and Saying Yes To Demand with Shannon Vincent

In this episode, you’ll be hearing a conversation between Shannon Vincent, Founder of ReNew Group, and Deneen Dias who is the VP of Strategic Partnerships at Botkeeper. Shannon Vincent has dedicated his entire career to working with accountants in various capacities.He shares his mindset on how to grow your firm profitability, what we can learn from Airbnb/Uber, and much more

Nov 17, 202232:10
E04: War For Talent, Building a CAS Practice, and The Customer Experience with Dixie McCurley, CPA
Nov 10, 202232:43
E03: Why Are There Not Enough New Accountants with Blake Oliver, CPA
Nov 03, 202201:00:27
E02: 6 Figure Engagements & The 4 Pillars of CAS with Chris Gallow
Oct 27, 202231:02
E01: The Future Of Work, Accounting and Culture with Brad Smith
Oct 20, 202246:40
Trailer

Trailer

Welcome to the Accounting Intelligence Podcast. Accounting firms don’t have enough labor to meet the record high demand for their services. That’s where accounting intelligence comes in. Accounting Intelligence uses automation, artificial intelligence and technology to maximize the impact of accountants and address the labor gap. In this show, we highlight thought leaders and experts in client advisory & accounting services, IT, and automation to provide the accounting intelligence you need to beat the challenges you face. Be sure to subscribe on your favorite podcasting app so you don’t miss any future episodes.

Oct 03, 202200:47