AI for Accounting and Finance Blog

[Podcast] Client Accounting Services Best Practices with Kevin Stewart of Briggs & Veselka

Posted by The AI in Accounting Podcast on Oct 21, 2020 7:30:00 AM

With over 20 years of accounting experience, Kevin Stewart has worked within the professional services, public, and private sectors. Kevin is a CPA and an accountant who believes his experiences speak to why he’s different from the rest. Kevin Stewart started his career with a position as an Experienced Senior at PricewaterhouseCoopers, where he stayed for six years before briefly working at Grant Thorton and ultimately transitioning to Walmart.

Kevin Stewart spent almost seven years with Walmart and in that time had four different roles in four different departments. Kevin started in Internal Auditing, then moved to Real Estate Finance, and finally moved again to Financial Shared Services. After five years, Kevin became a Senior Manager at Sam’s Club, directing a special project with a goal of rolling out a new area of business from the accounting side.

After his time with Walmart, Kevin worked as an Assistant Controller for Charming Charlie, the large women’s accessory retailer company. Kevin had a three-year stint back at Grant Thorton doing auditing but realized that his career goals were not aligned with the position he currently held.

Kevin Stewart has an understanding and deep interest in risk, and he facilitates accounting and finance teams to remediate failures and stabilize their present to support their future growth. Kevin is now an Advisory Principal for Client Accounting Services at Briggs & Veselka Co, where he is responsible for all non-tax accounting support operations, including payroll, accounts payable, general accounting, fixed assets, and financial reporting.

Listen in to learn how Kevin Stewart sees the benefit of providing services in numbers, as opposed to allocating a single individual for understanding and analyzing data. Kevin also shares some valuable advice on where to allocate resources, and the ways he thinks new meaning will arise in our changed world!

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Topics: Podcast, Client Accounting Services Best Practices

[Podcast] Outsourced Accounting Best Practices with Pam Chelden of SC&H Group

Posted by The AI in Accounting Podcast on Oct 14, 2020 7:30:00 AM

Pam Chelden has more than 20 years of accounting experience and possesses insight across several industries, including but not limited to education technology, logistics, and manufacturing. Pam graduated from the University of North Carolina, where she earned a Bachelor of Science in Business Administration and went on to receive her master’s degree in Accounting. 

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Topics: Podcast, Client Accounting Services Best Practices

[Podcast] Outsourced Accounting Best Practices with Tim Sims of Whitley Penn

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

Tim Sims has over 20 years of experience as an operational accountant and controller for companies in many different industries. After receiving his B.B.A in Accounting from Texas A&M University, Tim started working in QuickBooks by chance after encountering it in a client’s account in the ‘90s. From then on, Tim started working in QuickBooks and realized that he wanted to build his practice around the software. 

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Topics: Podcast, Client Accounting Services Best Practices

[Podcast] Client Accounting Services Best Practices with Hayley Mayer of Prager Metis CPAs

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

Hayley Mayer is a Principal of Prager Metis CPAs and has over 15 years of experience in the accounting profession. As a Kelley School of Business alumna, Hayley Mayer graduated with a Bachelor’s in Computer Science and used her business knowledge to receive her Master’s in Taxation. After college, Hayley started her career in accounting by working at her family practice, Mayer CPAs, and eventually becoming the Director of Lifestyle Management. The family practice went on to merge into Prager Metis CPAs almost five years ago. 

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Topics: Podcast, Client Accounting Services Best Practices Integrates AI Platform with Sage Intacct to Accelerate Digital Transformation

Posted by Alexander Hagerup on Sep 24, 2020 11:00:00 AM, the AI (artificial intelligence) platform for accounting productivity, today announced its technology partnership with Sage to help accounting and enterprise firms on their digital transformation journey. As a Sage Intacct Marketplace partner,’s automated accounting platform seamlessly integrates with the Sage Intacct best in class cloud financial management system, empowering accounting firms and enterprise finance departments to be more efficient and reduce errors on routine accounting tasks.

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Topics: Company News, Sage Intacct

[Podcast] Client Accounting Services Best Practices with Michele Maybaum of Raich Ende Malter

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

Michele Maybaum has over 25 years of expertise in the world of client accounting services. At the young age of 14, Michele Maybaum used to help her father with bookkeeping and found a true passion for helping clients find solutions. Michele loved listening to the stories of how her clients started their businesses, and she had hopes of being part of the solution to the issues that stood in the way of her clients’ business ventures. 

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Topics: Outsourced CFO, Podcast, Client Accounting Services Best Practices

[Podcast] NetSuite Best Practices with Colman Edwards of Countsy

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

Colman Edwards took an unexpected turn in his education, as he initially started as an engineering student in college. During his time at Sacramento State College of Business Administration, Colman decided to switch his focus to the business. After completing his first accounting courses, everything came together. Throughout his professional experience, Colman has found a passion for technology, which he credits for influencing his career thus far.

In 2014, Colman began working as an accounting manager for Accretive Solutions, which became Countsy in 2017. After a year, Colman transitioned to an implementation role within Countsy and currently works as the Director of Technology. At the beginning of his position on the implementation team, he helped team members use the latest features in both NetSuite and Expensify. As the Director of Technology, Colman primarily focuses on technology integrations and standardizations within Countsy.

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Topics: Podcast, NetSuite

[Podcast] NetSuite Best Practices with Daphne Peterson of RSM US

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

Daphne Peterson took an interest in accounting at an early age because her father was a CPA. This initial spark led her to over 20 years in accounting, finance, and operations. Most of her focus throughout this time has been working with Fortune 500 companies that need to turn  around their underperforming operations. Within the past nine years, Daphne found consulting to be a natural progression for her career.

As a Supervisor at RSM US, Daphne focuses on SaaS-based accounting and operating solutions for her clients. Initially, she discovered NetSuite while working with a client during an acquisition phase. Afterward, Daphne found employment with Explore Consulting, who focused exclusively on implementing NetSuite. When Explore Consulting was acquired by RSM US, currently the largest NetSuite provider, Daphne continued consulting on software that she enjoys. One of her favorite things about NetSuite is the exceptional support they provide.

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Topics: Podcast, NetSuite

[Podcast] Sage Intacct Best Practices with Michelle Schimberg of Armanino

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

Michelle Schimberg originally wanted to be a medical student but decided to pursue a degree in accounting after discovering that it was a natural fit. After graduating from UC Santa Barbara, Michelle worked for Deloitte, before spending 25 years leading finance teams in non-profit organizations. During this span of time she came to enjoy updating and optimizing accounting systems for her employers.

Nearly six years ago, Michelle began working with Sage Intacct and fell in love with the software. A few years later, she decided to work with accounting and business consulting firm Armanino. As the Director of Business Outsourcing Service at Armanino, Michelle manages a team of professionals that help clients use and audit with Sage Intacct. Additionally, Michelle’s job includes assisting clients in implementing Sage Intacct in their organizations.

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Topics: Podcast, Sage Intacct Completes SOC 2 Type 1 Certification

Posted by Alexander Hagerup on Sep 1, 2020 1:00:00 PM

The AI Platform for Accounting Demonstrates Its Commitment to Cloud Security and Data Privacy

New York  –, the AI (artificial intelligence) platform for accounting productivity, announced today  its completion of the Service Organization Control (SOC) 2 Type 1 attestation. With its mission to empower accounting firms and enterprise finance departments,’s accreditation reinforces its commitment to exceptional customer service. 

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Topics: Company News

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