AI for Accounting and Finance Blog

[Podcast] Outsourced CFO / Fractional CFO Best Practices with Roger Spain at Warren Averett

Posted by The AI in Accounting Podcast on Feb 24, 2021 7:30:00 AM

In this episode of the AI in Accounting podcast, you will meet Roger Spain, the Principal of the Consulting Division at Warren Averett, based in Birmingham, Alabama. Warren Averett serves clients in the public, private, nonprofit, and government sectors, assisting them with everything from audit compliance and tax planning to technology consulting and HR solutions.

Read More

Topics: Podcast

[Podcast] Outsourced Accounting Best Practices with Jeff Wilson at The W2 Group

Posted by The AI in Accounting Podcast on Feb 17, 2021 7:30:00 AM

In this episode of the AI in Accounting Podcast, you will meet Jeff Wilson, Principal Owner of the W2 Group, based just outside of Washington, D.C. The W2 Group are experts at serving government contractors, attorneys and not-for-profits. They are QuickBooks ProAdvisors, and they pride themselves on their seamless, cloud-based approach to client services—which Jeff Wilson discusses in detail in this episode of the AI in Accounting Podcast.

Read More

Topics: Podcast

[Podcast] Outsourced Accounting for Nonprofits Best Practices with Faizan Younus at NCheng

Posted by The AI in Accounting Podcast on Feb 10, 2021 7:30:00 AM

In this episode of the AI in Accounting Podcast, you will meet Faizan Younus, Senior Manager at NCheng LLP, based in the greater New York City area. NCheng LLP was founded in 1989, and they are dedicated entirely to serving the not-for-profit community.

Read More

Topics: Podcast

Integrating QuickBooks Online Into Your Outsourced Accounting Tech Stack

Posted by Joshua Feinberg on Feb 3, 2021 7:30:00 AM

Vic.ai Academy invited eight expert panelists / ProAdvisors to a two-part webinar series on integrating QuickBooks Online into the outsourced accounting and finance technology stack.

Read More

Topics: QuickBooks Online

[Podcast] Outsourced Accounting Best Practices with Sanjay Asija at SCL CPA

Posted by The AI in Accounting Podcast on Jan 27, 2021 7:30:00 AM

In this episode of the AI in Accounting Podcast, you will meet Sanjay Asija, the Managing Partner of SCL CPA, based in the greater Chicagoland area. SCL CPA provides tax, accounting, and payroll services. They pride themselves on providing personalized service that is responsive to their clients’ needs and is delivered collaboratively through careful planning, analysis, and best practices.

Read More

Topics: Podcast

4 Sage Intacct Experts Share Favorite Client Accounting Services (CAS) Tips

Posted by Joshua Feinberg on Jan 20, 2021 7:30:00 AM

A little while back, Vic.ai Academy hosted four expert panelists on a webinar about integrating Sage Intacct into outsourced accounting and finance technology stacks.

Read More

Topics: Enterprise Resource Planning (ERP) Software, Sage Intacct, Client Accounting Services Best Practices

[Podcast] Client Accounting Services Best Practices with Lisa DeVaughn Foley of Baldwin CPAs

Posted by The AI in Accounting Podcast on Jan 13, 2021 7:30:00 AM

In this episode of the AI in Accounting Podcast, you will meet Lisa DeVaughn Foley, a member and leader of the Client Accounting Services (CAS) Team at Baldwin CPAs, PLLC, based in Richmond, Kentucky.

Read More

Topics: Podcast

[Podcast] Accounting Services Best Practices with Glenn Scharf of Saltmarsh, Cleaveland & Gund

Posted by The AI in Accounting Podcast on Jan 6, 2021 7:30:00 AM

In this episode of the AI in Accounting Podcast, you will meet Glenn Scharf, a shareholder who leads the Outsourced Accounting Services Department and the Tax and Accounting Services Team at Saltmarsh, Cleaveland & Gund. Saltmarsh, Cleaveland & Gund is a full-service compliance and consulting firm that was founded in the early 1940s.

Read More

Topics: Podcast

[Podcast] Dan Luthi of Ignite Spot Shares Outsourced Accounting Best Practices

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

In this episode of The AI in Accounting Podcast, you will meet Dan Luthi, the Chief Operating Officer of Ignite Spot Accounting Services, an outsourced accounting firm based in Salt Lake City, Utah. Dan has been with Ignite Spot for over 10 years and has risen through the ranks from a part-time job 10-keying transactions into QuickBooks. After falling in love with the CEO’s vision to help small businesses grow and incorporate transparency into their financials, in Dan’s words, he “never wanted to leave.”

Read More

Topics: Podcast

[Podcast] Jenni Huotari of Eide Bailly on Client Accounting and Advisory Services Best Practices

Posted by The AI in Accounting Podcast on Dec 23, 2020 7:30:00 AM

In this episode of The AI in Accounting Podcast, you will meet Jenni Huotari, the Partner-in-Charge of Business Outsourcing & Strategy at Eide Bailly, a regional CPA and business advisory firm based out of Fargo, North Dakota. Eide Bailly has recently transformed from a traditional accounting services group towards advisory client accounting services. The tech-savvy staff at Eide Bailly boasts the enhanced skillset and strong accounting skills needed to manage day-to-day client needs, backend technology, and compliance procedures.

Listen to the podcast to learn more about how Jenni uses the energy boost from incorporating new technology to eliminate staff burnout:

Read More

Topics: Podcast

Download Free eBook: The Future of Accounting Technology
AI Can Be a Game-Changer for Your Firm’s Growth and Profitability | Schedule a Complimentary 30-Minute AI in Accounting Consultation

Recent Posts

Privacy Policy