AI for Accounting and Finance Blog

Joshua Feinberg

Joshua Feinberg
Joshua Feinberg is CMO of Vic.ai and a revenue growth-focused, digital marketing and sales strategist. He helps Vic.ai get found by the right accounting partners, in the right places, at the right time, and most of all: in the right context. Before joining the Vic.ai management team in 2018, for the better part of two decades, he consulted with marketing, sales, and channel teams in and around the SaaS, cloud services, managed services, data center, and hosting industries. Joshua was an early adopter of HubSpot back in 2010, led a HubSpot User Group for four years, has been part of the HubSpot Partner ecosystem since 2013, and is one of only about a dozen professionals worldwide to maintain 18 HubSpot Academy Certifications. As a former Microsoft Corporation content provider, Joshua wrote the groundbreaking book Building Profitable Solutions with Microsoft BackOffice Small Business Server and bi-weekly VAP Voice online columns that helped shaped Microsoft’s small business partner strategy.
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Recent Posts

Other Professional Services Adjacent to Client Accounting Services (CAS) / Outsourced Accounting (OA) Teams [Survey Data]

Posted by Joshua Feinberg on Oct 9, 2019 8:21:00 AM

In Vic .ai’s recent survey of Client Accounting Services and Outsourced Accounting firms, we asked participants about what other outsourced professional services their firms offer.

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Topics: State of Client Accounting Services

Revenue Growth in Client Accounting Services (CAS) / Outsourced Accounting (OA) Teams [Survey Data]

Posted by Joshua Feinberg on Sep 25, 2019 8:12:00 AM

In Vic .ai’s recent survey of Client Accounting Services and Outsourced Accounting firms, we asked participants about how much their CAS/OA revenue grew over the past 12 months.

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Topics: State of Client Accounting Services

How Client Accounting Services (CAS) / Outsourced Accounting (OA) Fits Within Firms [Survey Data]

Posted by Joshua Feinberg on Sep 11, 2019 6:50:00 AM

In Vic .ai’s recent survey of Client Accounting Services and Outsourced Accounting firms, we asked participants how their teams fit with the rest of their firms.

In this blog post, you’ll learn what percentage of each firm’s staff is devoted to client accounting / outsourced accounting, what percentage of each firm’s total revenue comes from the team, and how many clients each team has.

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Topics: State of Client Accounting Services

Salary and Job Openings Within Client Accounting Services (CAS) / Outsourced Accounting (OA) Teams [Survey Data]

Posted by Joshua Feinberg on Aug 28, 2019 8:28:00 AM

In Vic .ai’s recent survey of Client Accounting Services and Outsourced Accounting firms, we asked participants about the starting salary for entry-level positions, how many open jobs they’re looking to fill, and how difficult it is to fill entry-level jobs as well as jobs that require multiple years of experience.

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Topics: State of Client Accounting Services

Higher Education and CPA Levels Within Client Accounting Services (CAS) / Outsourced Accounting (OA) Teams [Survey Data]

Posted by Joshua Feinberg on Aug 14, 2019 8:34:00 AM

In Vic .ai’s recent survey of Client Accounting Services and Outsourced Accounting firms, we asked participants how many team members have bachelor’s degrees in accounting, how many team members have master’s degrees in accounting, and what percentage of the team are CPAs.

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Topics: State of Client Accounting Services

Size and Tenure of Client Accounting Services (CAS) / Outsourced Accounting (OA) Teams [Survey Data]

Posted by Joshua Feinberg on Jul 31, 2019 8:29:00 AM

In Vic.ai’s recent survey of Client Accounting Services and Outsourced Accounting firms, we asked participants about their team size, the average number of years on the team, along with the tenure and experience of team members.

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Topics: State of Client Accounting Services

Understanding Client Accounting Services (CAS) / Outsourced Accounting (OA) Teams [Survey Data]

Posted by Joshua Feinberg on Jul 17, 2019 8:05:00 AM

When companies don’t have the talent to manage their accounting or finance needs internally, they turn to an outsourced back-office solution.

These outsourced accounting options typically include CPA firms, outsourced accounting providers, bookkeeping firms, and virtual CFOs.

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Topics: State of Client Accounting Services

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