Oct 25, 2023
On this episode, Joe speaks with Bob Lewis, one of the top 100 most influential individuals in the industry as recognized by Accounting Today. Bob is a mergers and acquisitons expert. He has a tremendous reputation with the top 200 accounting firms and what he is finding is that the top 500 firms are now buying...
Oct 18, 2023
On this episode, Heather and Joe talk about the future of Client Accounting and Advisory Services.
The future of CAS (CAAS) will be a series of fusions:
- The general ledger and workflow solutions fusion
- The client communications and workflow fusion
- The fusion between humans and bots
- The fusion between credentialed and...
Oct 11, 2023
On this episode, Heather and Joe talk about things that help accountants with various things, otherwise known as process improvement strategies or process optimization. We all have process but the question is, "How do we manage process?"
Thank you to our show sponsors:
- Expensify — the expense management app that does...