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

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?

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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. 

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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. 

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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?

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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.

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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).

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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.

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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.

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Topics: Company News

Vic. ai Sponsors QuickBooks Connect San Jose 2019 | #QBConnect

Posted by Joshua Feinberg on Nov 6, 2019 7:00:00 AM

The artificial intelligence (AI) platform for accounting firms will help conference attendees future-proof their practices

For Immediate Release

San Jose, California – November 6, 2019 -- Technology is completely changing and disrupting how accounting firms market and deliver their services. At QuickBooks Connect San Jose 2019, accounting professionals from all over the United States join small business owners from California and the greater West Coast to grow and learn. To help accounting and bookkeeping firms future-proof their practices and defend their core business model against highly-disruptive competitors, Vic.ai is a Gold sponsor of QuickBooks Connect San Jose 2019 at the San Jose Convention Center from Wednesday, November 6th (Accountant Day) through Friday, November 8th (booth B15 @ Innovation Hall).

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Topics: Company News

The Technology Stack for Client Accounting Services (CAS) / Outsourced Accounting (OA) Teams [Survey Data]

Posted by Joshua Feinberg on Oct 23, 2019 8:06:00 AM

In Vic .ai’s recent survey of Client Accounting Services and Outsourced Accounting firms, we asked participants about their technology stack.

Artificial intelligence (AI)-driven automation will completely change and disrupt how accounting firms market and deliver their services. At a recent Vic.ai webinar on automating accounts payable, 88% of attendees polled felt that automation would play a “hugely important role” in their firm's future.

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Topics: State of Client Accounting Services

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