AI for Accounting and Finance Blog

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.

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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.

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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.

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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.”

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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:

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Topics: Podcast

[Podcast] Business Process Outsourcing Best Practices with Steve Ronan of Citrin Cooperman

Posted by The AI in Accounting Podcast on Dec 16, 2020 7:30:00 AM

This episode of the AI in Accounting Podcast features Steve Ronan, who started his career in management consulting and finance transformation for large Fortune 500 enterprises before switching to middle-market consulting. Now, he is a Principal and Leader of Business Process Outsourcing Practice at Citrin Cooperman, an accounting advisory firm based out of New York City known for its holistic, tech-forward approach to finance transformation.

Listen to the episode in full to learn why Steve thinks client service is so important to get right in the beginning. In his words:

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Topics: Podcast

Vic.ai Launches Autopilot, the Autonomous Accounting Solution

Posted by Alexander Hagerup on Dec 10, 2020 10:00:00 AM

Vic.ai, the AI (artificial intelligence) platform for accounting productivity, today announced the launch of its new feature Autopilot, a first of its kind, completely automated accounting solution that reduces human oversight. By first learning from millions of historical transactions as well as from customers’ accounting teams for a period of time, Vic.ai’s Autopilot is capable of autonomously making accounting decisions and recommending whether a human needs to review them or not.

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Topics: Company News

[Podcast] Client Advisory Services Best Practices with Connie Hammell of KWC

Posted by The AI in Accounting Podcast on Dec 9, 2020 7:30:00 AM

In this episode of the AI in Accounting Podcast, you will meet Connie Hammell, the Managing Principal of KWC in Alexandria, Virginia, just outside the Washington, D.C. metro area. KWC is a CPA firm that specializes in creating and scaling new accounting systems for growing companies that are anticipating a liquidating event in the future.

Listen to the episode in full to hear what Connie thinks about the risk involved in relying on a brick-and-mortar accounting department in the modern world:

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Topics: Podcast

[Podcast] Elinor Litwack of GRF CPAs Shares Outsourced Accounting and Advisory Services Best Practices

Posted by The AI in Accounting Podcast on Dec 2, 2020 7:30:00 AM

In this episode of the AI in Accounting Podcast, you will meet Elinor Litwack, a Partner of Outsourced Accounting & Advisory Services at GRF CPAs & Advisors, based in the greater New York City area. GRF CPAs & Advisors is a full-service CPA firm, including auditing and tax returns for both for-profit and non-profit organizations.

Elinor gives some great advice about choosing the right tech stack and how to best utilize younger staff members who are new to your team:

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Topics: Podcast

[Podcast] Outsourced Accounting Best Practices with Michael Doody of EFPR Group

Posted by The AI in Accounting Podcast on Nov 25, 2020 7:30:00 AM

Michael Doody is committed to providing services that meet clients’ expectations and hopes to be a trusted advisor who can help guide owners to business decisions and growth opportunities.

Michael received his Bachelor of Science in Accounting from Le Moyne College and has been with the same accounting firm for almost 25 years. Michael Doody is a Partner in EFPR Group’s Tax and Business Services Department. Michael also is a Managing Principal of EFPR Solutions, a division that provides outsource accounting services and automation services for accounting. 

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Topics: Podcast

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