AI for Accounting and Finance Blog

The AI in Accounting Podcast

The AI in Accounting Podcast

Recent Posts

[Podcast] Outsourced Accounting Best Practices with Michael Doody of EFPR Group

Posted by The AI in Accounting Podcast on Nov 25, 2020 7:30:00 AM

Michael Doody is committed to providing services that meet clients’ expectations and hopes to be a trusted advisor who can help guide owners to business decisions and growth opportunities.

Michael received his Bachelor of Science in Accounting from Le Moyne College and has been with the same accounting firm for almost 25 years. Michael Doody is a Partner in EFPR Group’s Tax and Business Services Department. Michael also is a Managing Principal of EFPR Solutions, a division that provides outsource accounting services and automation services for accounting. 

Read More

Topics: Podcast

[Podcast] Client Accounting and Advisory Services (CAAS) Best Practices with Craig Steinhoff at HBK CPAs

Posted by The AI in Accounting Podcast on Nov 18, 2020 7:30:00 AM

Craig Steinhoff always knew he wanted to be an accountant, and, after he received his Bachelor of Science in Accounting from Capital University, he went straight into the workforce to begin making career decisions. Craig started at a small firm, doing both audit and tax, and it eventually was merged into a larger firm, where he decided to choose auditing as his discipline. But he saw that many businesses were having issues with their own internal back offices.

Craig Steinhoff is the Partner and Lead of Client Accounting and Advisory Services (CAAS Group) at HBK CPAs. When he started at HBK CPAs, Craig brought years of auditing expertise and a background in tax. He provides services such as accounting, audit, and financial reporting services to a wide variety of industries, including manufacturing, wholesale distribution, not-for-profit, retail, and entertainment.

Read More

Topics: Podcast

Client Accounting Services Best Practices with Scott Dawson of Kruggel Lawton CPAs

Posted by The AI in Accounting Podcast on Nov 11, 2020 7:30:00 AM

Scott Dawson has more than 20 years of accounting experience that has led him to a director-level position in CFO services. Scott brings diverse experience in both public and private accounting, uniquely positioning him to anticipate client needs and provide clients with tested solutions. 

Scott received a Bachelor of Science in Accountancy from Marquette University and went on to receive a Master of Business Administration from the University of Maryland, and a Master of Accountancy from Michigan State University. After receiving his degrees, he had the opportunity to move to the east coast during the technology boom, which led him to become a CFO and gain a number of years of experience in the software industry. 

Scott recently joined the Kruggel Lawton CPAs firm last year as the Director of Client Accounting Services, bringing with him experience in both public and private accounting, specifically including CFO experience in manufacturing, automation, start-ups, packaging, and the software/technology space. At the director level, some of Scott’s service areas include operational and strategic planning, business plan development, evaluation and improvement, cash flow strategy and management, and cost reduction and optimization. 

Read More

Topics: Podcast

[Podcast] Outsourced Accounting Best Practices with Tony Boschetto of KLR

Posted by The AI in Accounting Podcast on Nov 4, 2020 7:30:00 AM

Tony Boschetto helps companies grow using their value and his expertise to lead their businesses to successful transactions. With over 20 years of leadership experience  growing businesses in various industries, Tony has even led a leveraged buyout of a $30M business, resulting in the strategic growth and eventual sale of the company. 

After receiving his Bachelor of Science in Business Administration from Boston University, Tony received his Master of Science in Taxation from Bentley University. Tony is also a Certified Public Accountant, a Certified Value Growth Advisor, and a Certified Merger and Acquisition Advisor. He has experience in accounting and CFO advisory, as well as financial, operational, and administrative management. 

Read More

Topics: Podcast, Client Accounting Services Best Practices

[Podcast] Client Accounting Services Best Practices with Gregg Genovese of Bonadio

Posted by The AI in Accounting Podcast on Oct 28, 2020 7:30:00 AM

Gregg Genovese uses his 25 years of experience in accounting to work together with businesses to reach their goals of growth, improved profitability, and risk reduction. Being from a family of CPAs, Gregg believes that accounting is in his DNA.

Read More

Topics: Podcast, Client Accounting Services Best Practices

[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!

Read More

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. 

Read More

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. 

Read More

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. 

Read More

Topics: Podcast, Client Accounting Services Best Practices

[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. 

Read More

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

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