AI for Accounting and Finance Blog

[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

[Podcast] Getting Started with Accounting Technology is Half the Battle

Posted by The AI in Accounting Podcast on Jun 10, 2020 7:30:00 AM

Pete Potsos of Bill.com Shares How to Turn Your Tech Stack Vendors into Trusted Partners

If you’re tasked with helping your clients pay their invoices, you’re probably very familiar with Bill.com, one of the leading cloud-based business payment platforms. 

Bill.com’s Pete Potsos, Strategic Account Manager and Client Accounting Services Strategic Advisor, recently joined our podcast with Vic.ai’s host Joshua Feinberg to review the initial steps all accounting firms need to take when they begin automating their clients’ accounts payable.  

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Topics: Bill.com, Podcast

Accountant Recruitment 101: AI is the Building Block to a Better Team

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

Competitive battles are no longer going to be fought with the ordinary tools and apps we've depended on for decades.

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Topics: Accounting, Artificial Intelligence

[Podcast] How Outsourced Accounting Firm Uses Technology to Grow Its Business

Posted by The AI in Accounting Podcast on May 27, 2020 8:30:00 AM

Fringe Advisory Uses Accounting Automation to Transform Their Practice From Transactional to Strategic

Fringe Advisory is the home of technology-focused accountants who are comfortable using artificial intelligence (AI) and machine learning (ML) in their outsourced accounting work. In short, they shun doing the “same old, same old.”

Joshua Feinberg sat down with Aaron Berson and Bella Hobbel, co-founders of Fringe Advisory, to discuss why change in the accounting profession is so hard and tips on how to leverage technologies like Bill.com and AI to make outsourced accounting more seamless for your clients’ workflows.

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Topics: Bill.com, Podcast

Why Automating Your Accounting Workflow is Just Like Adding an Assistant to Your Team

Posted by Vic.ai Academy on May 20, 2020 7:30:00 AM

Is Your Accounting Workflow Painful or Delightful? (Probably Not the Latter!)

In our recent webinar, The Future of Outsourced Accounting and Accounting Technology,” attendees were asked to describe the nature of their daily workflows. Were they fully automated? Were they painstakingly manual? 

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The Future of Outsourced Accounting and Accounting Technology

Posted by Rachel Schwartz on May 13, 2020 7:30:00 AM

Accounting Automation is Accelerating from 0-60

Even before COVID-19, the accounting industry was already on track to change more in the next 12 months than in the previous 12 years. Automation driven by artificial intelligence (AI) and machine learning (ML) is completely disrupting how accounting firms market and deliver their services

At a recent Vic.ai webinar, we asked the question: How important is accounting automation to the future of your firm? We found that 88% of attendees said automation is hugely important to their firm's future. However, historically clients have looked for accounting firms with a local or regional presence.

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Topics: Accounting, State of Client Accounting Services, Outsourced CFO

[Podcast] Outsourced CFOs on Tech That Works for Them and Their Clients

Posted by Rachel Schwartz on May 6, 2020 7:30:00 AM

Early Growth Financial Services Uses Accounting Automation Bill.com to Help Them Win

Every week, Vic.ai marketing and podcast guru and host Joshua Feinberg talks to industry leaders in the accounting world to get their take on how automation, AI and technology are transforming the profession.

But more than just getting entrepreneurs and executives to talk in sound bites, he does an amazing job of getting them to open up about the hardest part of deploying technology: the specific how to's.

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Topics: Accounting, Artificial Intelligence, State of Client Accounting Services, Outsourced CFO, Bill.com, Podcast

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