AI for Accounting and Finance Blog

[Podcast] Jayce Kadire of MGO CPA Shares Sage Intacct Best Practices

Posted by The AI in Accounting Podcast on Aug 12, 2020 7:30:00 AM

This podcast episode features Jayce Kadire, the Director of Financial Accounting Advisory Services at MGO CPA. After receiving his undergraduate degree in accounting, Jayce received his graduate degree in corporate finance. His professional career as an accountant began with a regional firm in New York. Next, Jayce worked in the medical device and life sciences industry, before transitioning back to the world of public accounting at MGO’s office in San Jose, California.

MGO was founded in 1987 and currently works with several types of business entities, some of which have specific government regulatory requirements. Over 400 of MGO’s clients are in the cannabis and hemp industry. Therefore, it was important for MGO to work with a SaaS platform that supports their client’s unique industry needs. Jayce’s first experience working with Sage Intacct began during his time with MGO, because Intacct is a cannabis-friendly ERP system.

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Topics: Podcast, Sage Intacct

[Podcast] Sage Intacct Best Practices with Drew Kangieser of AcctTwo Shared Services

Posted by The AI in Accounting Podcast on Aug 5, 2020 7:00:00 AM

In this podcast episode, you will hear from Drew Kangieser, the Director of Professional Services at AcctTwo Shared Services. Unlike many other people we interview on this podcast, Drew has an educational background in information systems, which he learned during his time at the University of Texas.

Drew started his professional career after college working with an oil and gas company on large scale technology projects. It was then that Drew knew he wanted to work in software, which was the starting place for his current role at AcctTwo.

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Topics: Podcast, Sage Intacct

[Podcast] QuickBooks Online (QBO) Best Practices with Caleb Jenkins of RLJ Financial Services

Posted by The AI in Accounting Podcast on Jul 29, 2020 7:30:00 AM

Echoing a common theme seen among guests of the AI in Accounting Podcast, Caleb Jenkins started to learn accounting at a very young age. Growing up a few steps away from his father’s accounting practice, Caleb began using QuickBooks Desktop at age 9 to track his lawn-mowing and cherry-sales ventures.

And here’s a fun fact: Caleb has been a QuickBooks ProAdvisor since age 16, becoming the youngest QuickBooks ProAdvisor in the global ProAdvisor program.

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Topics: Podcast, QuickBooks Online

[Podcast] Sage Intacct Best Practices with Wade Huseth of Baker Tilly

Posted by The AI in Accounting Podcast on Jul 22, 2020 7:30:00 AM

Like many of the guests on this podcast, Wade Huseth of Baker Tilly knew he wanted to be an accountant from a very young age. Right out of college from the University of Wisconsin -Whitewater, Wade began his career at a small accounting firm in Madison, Wisconsin. This was at a time when accountants performed both audit and tax works for the same clients.

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Topics: Podcast, Sage Intacct

The AI Buyer’s Checklist: What Should Accounting AI Solve For?

Posted by Rachel Schwartz on Jul 21, 2020 2:47:29 PM

It’s 2020, and after possibly months or years of stalled digital transformation conversations and further delays due to COVID-19, your manager or one of your firm’s executives has finally given you the green light to start pursuing artificial intelligence (AI) and machine learning (ML) accounting solutions.

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Topics: Artificial Intelligence

[Podcast] Sage Intacct Best Practices with Sandy McClure of AcctTwo Shared Services

Posted by The AI in Accounting Podcast on Jul 15, 2020 7:30:00 AM

In this podcast episode, you’ll hear from Sandy McClure, Professional Services Manager at AcctTwo. Before joining AcctTwo in 2015, Sandy gained extensive experience implementing Sage Intacct at the multi-location megachurch she worked at in Charleston, South Carolina. And it was during this time that Sandy first met the AcctTwo team.

Headquartered in Houston, Texas, AcctTwo Shared Services focuses exclusively on the Sage Intacct platform. Through its cloud accounting software solutions, managed accounting services, and software development services, AcctTwo has been consistently recognized by Sage Intacct as its Partner of the Year for the past six years.

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Topics: Podcast, Sage Intacct

[Podcast] QuickBooks Online (QBO) Best Practices with David Bergstein of Intuit

Posted by The AI in Accounting Podcast on Jul 8, 2020 7:30:00 AM

As a self-proclaimed "Millennial in a Baby Boomer body," David Bergstein has a deep passion for using technology to make accounting easier.

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Topics: Podcast, QuickBooks Online

[Podcast] QuickBooks Online (QBO) Best Practices with Candy Bellau of Kramerica Business Solutions

Posted by The AI in Accounting Podcast on Jul 1, 2020 7:30:00 AM

How does someone who first learned accounting at age 14, on green ledger sheets, end up building a 100% virtual accounting practice on top of QuickBooks Online?

This podcast episode features Candy Bellau of Kramerica Business Solutions. 

You'll learn 

  • How Candy, a New York native, ended up in New Orleans
  • Why some of Intuit's best-intentioned suggestions need to be taken with a grain of salt and subject to human review
  • The big a-ha moment when Candy knew it made sense to move out of traditional office space and build Kramerica Business Solutions in the cloud
    (While QuickBooks Online certainly made this possible, it was the birth of Candy's daughter that provided the urgency. And now Kramerica Business Solutions can have clients everywhere. And it does!)
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Topics: Podcast, QuickBooks Online

[Podcast] Accounting Data Access Drives Client Advisory Relationships

Posted by The AI in Accounting Podcast on Jun 24, 2020 7:00:00 AM

How Chris Hervochon CPA CVA Elevates Client Relationships to a Higher Level with Cloud and Automation Technology

If you missed our recent podcast episode with Chris Hervochon of Chris Hervochon CPA CVA, you may not have heard his personal journey to how being focused on accounting automation led to his ability to drive value for small businesses.

Luckily, that’s where our blog recap comes in. Watch, listen, or read this episode, where Vic.ai’s podcast host Joshua Feinberg asked Chris to provide our audience with his favorite Bill.com best practices and lessons learned. 

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Topics: Bill.com, Podcast

The Secret to Happier Accounting Clients

Posted by Vic.ai Academy on Jun 17, 2020 3:30:00 PM

It’s an age-old question every business has faced: What will make your buyer return? If they do, what made them a happy customer? And can you do it again?

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Topics: Accounting, Artificial Intelligence

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