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.
Find me on:

Recent Posts

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

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

How Accounting Firms Document Their Processes

Posted by Joshua Feinberg on Mar 11, 2020 7:45:00 AM

You've heard it before. Process documentation is key to an efficient business. But why do some accounting firms document their processes and others don't?

Read More

Topics: Accounting

5 Mistakes Accounting Practices Make with Internal Capabilities

Posted by Joshua Feinberg on Mar 4, 2020 7:45:00 AM

If you're running your own accounting practice, you probably think you have to do everything. If you have a larger practice, you'll make that same mistake, thinking you must do everything yourself. 

Read More

Topics: Accounting

Should Bookkeeping Firms Use Analytics and the Cloud More Often?

Posted by Joshua Feinberg on Feb 26, 2020 7:15:00 AM

No matter how long you've been a CPA, you've probably witnessed significant changes in a short time. 

Read More

Topics: Accounting

Why CPA Firms Should Offer Proactive Financial Advice

Posted by Joshua Feinberg on Feb 19, 2020 6:45:00 AM

Does today's outsourced CPA firm need a crystal ball to help their clients proactively? And does the choice of accounting systems affect the firm’s ability to forecast trends and identify opportunities?

Read More

Topics: Accounting

How Accounting Firms Delegate Work

Posted by Joshua Feinberg on Feb 12, 2020 7:30:00 AM

Time is your most precious asset, but do you know how to leverage it to work smarter? As a business owner, you have dozens of decisions to make every day that can waste your time - or maximize it.

Read More

Topics: Accounting

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

Posted by Joshua Feinberg on Nov 20, 2019 8:06:00 AM

In Vic .ai’s recent survey of Client Accounting Services and Outsourced Accounting firms, we asked participants if they currently use any kind of rules-based automation (Robotic Process Automation) or if they use any kind of AI-based automation (Artificial Intelligence).

Read More

Topics: State of Client Accounting Services

Top 9 Challenges Within Client Accounting Services (CAS) / Outsourced Accounting (OA) Teams [Survey Data]

Posted by Joshua Feinberg on Nov 13, 2019 8:50:00 AM

In Vic .ai’s recent survey of Client Accounting Services and Outsourced Accounting firms, we looked at the overall findings from the participant’s responses.

In this article, you’ll learn about crucial qualitative findings uncovered during the survey’s question about what participants find most challenging.

Read More

Topics: State of Client Accounting Services

Accounting Software Industry Veteran Todd Robinson Joins Vic.ai

Posted by Joshua Feinberg on Nov 7, 2019 7:00:00 AM

Robinson to help accounting firms better leverage artificial intelligence and machine learning technology to improve client services and profitability

For Immediate Release

New York – November 6, 2019 -- It’s an exciting time to be part of the accounting industry. Most firms recognize that accounting has become much more driven by technology. Yet these same principals of accounting firms need to figure out how to leverage technology more effectively and efficiently as tools and platforms evolve. To help traditional CPA firms and outsourced accounting firms navigate these challenges, accounting software industry veteran Todd Robinson has joined Vic.ai -- the AI platform for accounting firms.

Read More

Topics: Company News

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