I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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Accounting Automation Podcasts
Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
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Exploring the intersections of accounting, technology and modern practice methodologies. Each month guests share how they built their business and how your business or clients can use technology to be more effective and efficient. This may include exploring: *How you can implement and integrate business tools with your online accounting software to automate processes, improve productivity, and profitability; *How to build a business developing business apps; or *How to build a tech stack tha ...
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Confused by QuickBooks? You’re not alone. The QuickBooks Wizard mixes bookkeeping wisdom, real-life messes, and a touch of humor to help small business owners get clarity and confidence in their numbers.
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A tactical playbook for serious retail traders. Hosted by seasoned options professionals, this podcast delivers institutional-level insights on automated options trading with defined risk strategies and capital precision. Each episode is engineered for clarity and impact, covering everything from trade setup to allocation and risk control. You'll hear the logic behind every move, the rules behind consistent returns, and the mechanics professionals use to sidestep the costly mistakes most ret ...
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The Breakeven Brothers podcast explores how AI is transforming the landscape for professionals. Join brothers Bradley Bernard and Bennett Bernard, a software engineer and a Certified Public Accountant, as they offer a unique perspective on how automation and intelligent agents are transforming knowledge work. They explore the shift from manual tasks to strategic oversight, the growing importance of prompt engineering, and the critical skills you'll need to not just survive, but thrive in an ...
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Amplify is podcast dedicated to helping accounting firms grow and thrive. Each season focuses on a particular issue or topic for accounting firm growth. Every episode features expert guests from across the accounting industry with expertise in marketing, business development, HR, strategy, and leadership. Amplify is a production of the Association for Accounting Marketing (AAM).
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Listen with Alan Armstrong and Sam Foot as we talk about all things Microsoft Azure! We are both technical consultants working with Azure day in, day out. Alan focuses on Identity and Security automation while Sam is a .NET developer deploying PaaS and SaaS solutions on Azure. Each episode we have a topic we cover and we highlight some key news that we are interested in. No fluff, sales or products here, just two technical people having a light hearted chat.
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A weekly podcast providing fraud prevention and vendor setup training to protect the vendor master file. Immediate takeaways with actionable steps you can implement today into your vendor onboarding and maintenance process to reduce fraud and regulatory fines. Great tips for the Accounts Payable and Procurement teams to clean-up their vendor data, clean-up their vendor processes so that they can pay the right vendor.
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Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.
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What apps and plugins do you need for your accounting business? What's the crypto, AI, or automation technology that's going to be the next disrupter? Let's find out. It's Tech Time at Accounting High.
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Automation Station is a podcast series from Capgemini to help define and demystify automation in business. While much has been said and written about the potential of automation to revolutionize the machinery of enterprise: the supply chain, accounting, hiring, firing, and retiring people and, of course, the consumption of products and services, today’s reality may not be quite as optimistic. Or is it? And is automation helping to shape the post-pandemic enterprise landscape? Over six episod ...
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Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
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Get your daily fix of AI and tech news with OWITH.ai, the ChatGPT generated podcast that delivers Only What’s Important To Hear!
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Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing ...
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Mark Wickersham - chartered accountant, public speaker and value pricing expert – has spent the last 20 years teaching accountants and bookkeepers about the wonders of value pricing. In this podcast he tackles some of the industry’s most common frustrations such as dealing with price sensitive clients, having the pricing conversation, and being confident when it comes to charging the higher prices that you deserve. Mark is obsessed with value pricing! It is far superior to the fixed pricing ...
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In the CFO Corner, we sit down with CFOs and corporate finance professionals to hear about the innovative approaches and technology they have used to scale and grow their organizations. They share the challenges they’re facing with mundane repetitive tasks and give their takes on what they’d like to see in the corporate finance function that can help CFOs achieve a stress-free working life. This is the podcast for you if you’re ready to learn about the innovative approaches that are out ther ...
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For landscaping contractors, there’s nothing more satisfying than a job well done — especially when it’s finished on time and under budget. Tune in every two weeks as real contractors and golf superintendents with real stories share their Confessions of the Craft, recorded live with SiteOne Landscape Supply during the Equip|HNA and GCSAA shows. This informative series pulls back the curtain for an entertaining and occasionally humorous look into the lives of green industry pros — as they nav ...
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Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a fr ...
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Forces in Fintech is a bi-weekly podcast produced by REPAY, a leader in integrated payment solutions since 2006. We’re dedicated to revealing what’s behind the digital transformation of fintech and commerce. In season 1 of the podcast, we’re talking with industry experts to discuss modern technologies and how they influence market trends.
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Overdue Advice is the podcast about cash flow strategies to grow your business. Each episode covers an aspect of credit management and accounts receivable. "Legal Collections (and How to Avoid Going to Court)," "Debt Doesn't Die: Estate Collections," and "How Professional Collectors Recover More," are just a few areas covered with rare industry insights. There's no show like it! Host Bryn Griffiths talks with guests including published authors, veteran collectors, accounts receivable trainer ...
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The Unofficial Sage Intacct Podcast is your inside track to the world of Sage Intacct and the broader accounting industry. Hosts Emily Madere, Doug Lewis, and Matt Lescault bring their unique perspectives and expertise to explore the latest trends, challenges, and opportunities in this rapidly evolving space. In each episode, the trio explores topics like the power of the Sage ecosystem, best practices for CAS, new Sage product features, and the impact of artificial intelligence. They'll be ...
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Informative posts and video recaps about innovations, methods and technologies that are changing our world.
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The Modern Accountant is a podcast for accounting professionals. We discuss the intersection between technology and the accounting industry, covering topics like cloud accounting, automation, cybersecurity, and data privacy. Learn about the latest trends, strategies, and tools to help your firm thrive in today's digital landscape. Tune in to stay ahead in the ever-evolving world of technology.
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The Lawyerist Podcast is your ultimate guide to building, managing, and growing a successful small or medium-sized law firm. Tailored for lawyers and attorneys who aspire to thrive in today’s fast-paced legal landscape, this podcast delivers actionable advice, proven strategies, and cutting-edge insights to help you run a modern law firm with confidence. Whether you're a solo attorney starting your practice, managing a growing firm, or looking to optimize your operations, The Lawyerist Podca ...
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In-depth, honest accounting software and technology reviews capturing the real-life experiences of using particular products and solutions - presented by CPA Practice Advisor and technology experts Randy Johnston and Brian Tankersley, CPA.
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Mastering Your Small Business Finances ~ Money Management, Bookkeeping, Entrepreneurship, Side Hustle, Accounting, Cash Flow, Solopreneur, Strategy, Tax, Virtual Assistant Marketing Mindset QuickBooks
Chris Panek - CPA, Business Strategist & Business Coach For Entrepreneurs Growing Their Business
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Should I be doing my own bookkeeping and accounting? Is QuickBooks the best software for me to use in my business, or is there another accounting software I should be using? What’s the best way for me to process my payroll? How can I track my money and cash flow? How do I prepare for my business taxes? What do my financial statements really mean? How can I bring my business to the next level? How can I grow my business? What is the best way to create my business strategy? Should I start a si ...
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Helping You with Your Business Process and Digital Transformation. "Smart Actions, Better Business."
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Welcome to 'Beanies in a Pod', the podcast run with and for bookkeepers and accountants. Join us each week as we dive into the world of accounting and bookkeeping, discussing everything from technology and automation to sustainability and mental fitness. Our podcast is all about providing fun and positive content that is genuinely focused on the lives of bookkeepers and accountants. We believe that it's important to create a space where people in this industry can come together, share their ...
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INSIGHTS IN ACCOUNTING is a weekly podcast for accountants and CPAs, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show selects accounting and fintech news articles blogs. Listeners receive commentary, critical insights and analysis together with the implications and takeaways for accountants, bookkeepers and CPAs to develop their business acumen & commercial awareness. The style of the show is not overly technical/t ...
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CEO Amplify | Small Business Operations, Time Management, Business Systems, Business Strategy
Donna Dube | Certified Director of Operations, Business Growth Strategist for Coaches, Consultants and Service Providers
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Are you a small business owner overwhelmed by the endless to-do lists? Are you stuck in a cycle of doing busywork without actually hitting your business goals? Do you dream of building a business that thrives without requiring every ounce of your time and energy? Have you ever felt like burnout is the only way to reach your goals? What if your reality could look different? You can run a successful, sustainable business that grows consistently while giving you time to focus on what truly matt ...
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Manufacturers are the driving force behind Industry 4.0, and Wipfli is here to help. Join Bryan Powrozek, engineer turned CPA, as he interviews industry influencers and discusses everything from operational improvements and performance enhancements to large-scale digital transformation and data-based decision making. If you want innovative ideas for growth and automation, The Sound of Automation is for you.
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UK MATTERS IN ACCOUNTING is a weekly podcast for accountants and bookkeepers, together with the networks, associations, fintech vendors and influencers who lead them, work in them and serve them. The show focuses on the UK market and UK specific apps, software, firms and influencers. The show selects accounting and fintech news articles blogs. The style of the show is not overly technical/technological/tax in nature but more on people, performance and success in the accounting world. Popular ...
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Get your Amazon account reinstated, sell with confidence, and increase your bottom line. Riverbend Consulting helps you navigate online retail.
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FutureView Finance Fireside Chats are hosted by John Baule, a seasoned CFO, and co-founder of FutureView Systems. Our Finance Fireside Chats cover a variety of topics of interest for accounting and finance professionals including trends, insights, analysis and best practices.To learn more visit us at https://www.futureviewsystems.com/
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Super Exciting HR Fun Time breaks the mold of stuffy, corporate HR podcasts. Co-hosts Enzo Garza (15+ year accounting veteran and founder of Accounting Prose) and Dan Evanoff (Accounting Prose HR practice leader with 15+ years of hands-on experience) bring you small business HR insights that actually matter—with a side of humor and zero corporate jargon. Each episode tackles the HR challenges keeping small business owners up at night, from cutting-edge issues like AI fraud infiltrating the h ...
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A transparent account of bootstrapping an insurance business as a solo founder.
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The goal of the Business Innovation Playbook Podcast is to inspire innovation by providing strategic solutions to common business challenges. As the business landscape and technology evolves, DPT Solutions plans proactively for the future with an emphasis on lead through cash solutions ranging from marketing automation, CRM, field service, accounting, and data visualization. Each podcast will be accompanied by an Innovation Playbook that will outline the steps you can start taking immediatel ...
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B2B Marketing, the If You Market podcast is a long form conversation on B2B marketing with industry experts and thought leaders. Topics include: content marketing, account-based marketing, social media, leveraging data, Marketing Technology, branding, demand generation, marketing automation, Email Marketing, sales and marketing alignment, SEO, CRM, and other great acronyms.
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Has your accounts payables process changed with the times? Or do you still struggle with too much paper, impossible approval tracking, and manual entry errors that cost your business time and money every day? TrinDocs is a tailor-made software that's built by accountants, for accountants, with real-world solutions that are proven to increase efficiencies, tighten controls, and help you easily scale growth. Join us for tips and tricks on how to save your team time by automating manual invoici ...
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Hosted by productivity strategist Mike Vardy, A Productive Conversation offers insightful discussions on how to craft a life that aligns with your intentions. Each episode dives into the art of time devotion, productiveness, and refining your approach to daily living. Mike invites guests who are thinkers, doers, and creators to share their strategies for working smarter and living more intentionally. From practical tips to deep dives on mindset shifts, this podcast will help you reframe your ...
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NEW EPISODES!! At The Digital Trust & Safety Insider Podcast, we chat with people on all sides of the fraud fight: hackers, Secret Service agents, risk analysts, and reformed fraudsters-turned-business consultants. In an era when high-profile account takeovers and global malware attacks lead the headlines, Sift is the leader in Digital Trust & Safety. offering end-to-end intelligent automation to help businesses proactively stop fraud and achieve rapid growth without risk.
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B2B marketing in Asia starts here. Discover APAC growth strategies, brand localization, PR, ABM and demand generation in Japan and across Asia-Pacific. The Asia AIM Podcast is your front row seat to the strategies, stories and successes powering today’s most innovative B2B brands in Japan, Southeast Asia & the wider APAC region. From generating demand and localizing brands to shaping PR strategy and executing ABM in Asia, this podcast brings you behind the scenes with marketing leaders and b ...
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Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)
Alyssa Lang
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Conquering Workflows & Systems with Alyssa Lang, aka the Workflow Queen, is a show dedicated to bookkeepers and accountants who want to use tech, automation, workflows and systems into their firm so they can scale. We will help guide you on the best tools, softwares and systems that bookkeepers and accountants can use to help you run your firm on autopilot. Our goal is to help you to scale bigger, hirer better and breakthrough to the next level! Conquering Workflows & Systems with the Workfl ...
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In this podcast series, Derek Distin, Vice President of Community at Rightworks, sits down with several of our RightNOW sponsors to discuss the state of the accounting profession and its future. The RightNOW 2025 is the ultimate mid-year conference for accounting and tax pros. It will be held May 19-21 in Nashville, Tennessee. Register today at www.rightworks.com/rightnow2025.
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The eCommerce Money Map Podcast is a podcast for eCommerce business owners. Join Salim Omar, CPA and Shawheen Amirkhizi as they talk to experts in the eCommerce market, providing the audience with the tools to make their eCommerce business a success.
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Earmark On the Road takes you behind the scenes of the hottest conferences, meetings, industry events, and trade shows. Our dedicated hosts capture the energy right from the event floor, conducting interviews with influential leaders in the accounting industry, providing you with an exclusive glimpse into the most significant happenings in the accounting world. Stay tuned to discover what lies ahead for the accounting industry captains who are shaping the future.
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Welcome to the Full-Funnel B2B marketing podcast hosted by Andrei Zinkevich and Vladimir Blagojevic from FullFunnel.io. Every week with B2B marketing professionals we dive deeply into topics as a B2B marketing strategy, full-funnel marketing, demand generation, lead nurturing, sales and marketing alignment, sales and marketing automation, content marketing and account-based marketing (ABM). Our goal is to share proven advice with B2B marketers & foundersof tech companies to increase their sa ...
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The BizMagic Podcast is your go-to show for making tech in your business less stressful and way more magical! Hosted by a business pro and tech nerd who’s worked with 100+ entrepreneurs, this podcast dives into tech tips, business strategies, and expert interviews to help you grow and thrive. From practical advice on mastering platforms to deep dives with industry pros, you'll get the tools and inspiration you need to simplify tech, spark ideas, and make your business dreams a reality—all wi ...
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341: Automate QuickBooks Bank Feeds To Save Time Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Accountant, Bookkeeper, VA, Owner, Or Self-Employed
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As a business owner, bookkeeper, or accountant, you want to make sure that you are utilizing your time as wisely as possible, which includes processing your bookkeeping in the most efficient way possible. There are many options for you to do this when you are using a computerized software system for your bookkeeping, but making sure you are utilizi…
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Cash vs. Margin Account Basics for Options Trading
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Send us a text This episode provides an educational overview concerning the differences between cash accounts and margin accounts for options trading. A cash account mandates that the customer must possess the full amount of funds for any security purchased, precluding the use of leverage. Conversely, a margin account permits the broker to loan the…
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Unpacking the Latest in AI and Tech: OWITH.ai's Morning Update
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Transitioning from the latest news on Supabase, an open-source application development platform that recently raised $100 million in a Series E funding round, doubling its valuation to $5 billion. The company, led by CEO Paul Copplestone, is pi…
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Each Saturday we take the headlines of daily podcast and ask ChatGPT to create a Sci-Fi story inspired by the news. The outcome for this week is this short story. Thanks for listening! Follow us on Twitter, Instagram and LinkedinBy owith.ai
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Why a $3M Construction Company Chose Sage Intacct
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Josh Smyser shares how he went from Big Four auditor to running his family's tuckpointing and restoration business after his father's death, growing TNT from $200K to over $6M in revenue. He explains why he chose Sage Intacct at just $3M in revenue, how he learned from a painful Sage 100 implementation to take control of his Intacct setup, and why …
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521 What To Do With LEGACY Accounting Firm Clients
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🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/529LE 📌 Join my newsletter to get must-read weekly AI updates for accounting…
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S6E24 - Microsoft updates September - new products and features released
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This week, Alan and Sam talk about new features and services that have gone into Public Preview or General Available status in the last month. We dive into a couple of these updates that peaked our interest. Some of the Microsoft product features and update we covered: Key Microsoft Entra, Intune and Defender features and updates Lots of Azure chan…
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Morning Update: AI Jobs, Meta's Chatbot Ads, and Transportation Startups
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.New research from Yale's Budget Lab and the Brookings Institution has found no evidence of an AI-driven jobs apocalypse in the U.S. job market since the launch of OpenAI's ChatGPT in November 2022. The study indicates that most ongoing shifts i…
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Episode 6: Meet the Reconciliation Monster
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Send us a text Episode 6 – Meet the Reconciliation Monster Month-end shouldn’t feel like a battle with your books. In this episode, Brian Cogan — host of The QuickBooks Wizard Podcast — introduces you to the Reconciliation Monster, the sly creature that shows up whenever your statements and QuickBooks balances don’t match. You’ll hear how Recon was…
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Claude Code fell off... did GPT-5 codex take the throne?
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The Brothers are back! After a much-needed month-long break filled with wedding anniversaries, unfortunate illnesses, and a trip to Hawaii, Bradley and Bennett return to find the AI world has moved at lightning speed. They waste no time diving headfirst into a tool that has defined white-collar work for decades: Excel. With Anthropic's Claude now a…
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Agentic AI for Lawyers: Moving Beyond Enhanced Search, with Drew Bloom
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In episode 581 of Lawyerist Podcast, Zack Glaser talks with Drew Bloom of Affinity Consulting Group about how artificial intelligence is evolving from assistants into agents that can act on a lawyer’s behalf. Instead of just suggesting edits or answers, agentic AI can redline contracts, search multiple documents, and connect across platforms to fin…
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Episode 358: 3 Ways AI In Your Existing Automation Software Can Help The Vendor Team That You May Not Have Thought About
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Many automation software platforms including email to invoicing have artificial intelligence embedded in them. You may not think that email or invoicing software can help fight fraud in the vendor process, but yes they can and here’s how... Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication te…
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From Creative Accounting to AI Metrics: The Latest in Tech and AI News
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Transitioning from the historical practice of creative accounting to the modern era, where ARR is being applied in the AI industry, leading to questionable accounting practices. The pressure to show rapid growth has sparked these practices, emp…
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🧠 Growth Mindset & Intentionality: Keys to Practice Success w. Liam Hindle
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Liam Hindle, GM of Product & Product Marketing at MYOB MYOB's Liam Hindle shares insights from the Accounting Industry Monitor, the future of AI in accounting, and how practices can evolve through tech, efficiency, and growth mindset strategies. Summary Today I’m speaking with Liam Hindle, GM of Product & Product Marketing at MYOB Liam highlights "…
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Jesse J. Anderson Talks About ADHD, Extra Focus, and Finding Flow
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In this episode of A Productive Conversation, I sit down with Jesse J. Anderson, a writer, speaker, coach, and ADHD advocate whose work has resonated with countless people navigating life with ADHD. He’s the author of Extra Focus: The Quick Start Guide to Adult ADHD and the voice behind the popular newsletter of the same name. Jesse brings a mix of…
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520 Don’t Run A Paid Ad for your Accounting Firm Until You Watch This
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G…
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AI Funding Surge, Chip Production Shift, and Lyft CEO's Hands-On Approach: The Latest in Tech News on OWITH.ai
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world. Assort Health, a startup specializing in voice AI healthcare platforms, raised $76 million in a funding round led by Lightspeed. The company aims to streamline healthcare processes and improve patient experiences by using AI technology to auto…
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#953: ERP for Small Businesses 2025: Features That Actually Improve Operations
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Operational efficiency and customer satisfaction are no longer optional, they are the pillars of business survival in 2025. If you are still running your operations manually with spreadsheets and scattered systems, you are already at risk of falling behind. In this video, I break down how to digitally transform your operations using ERP systems and…
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✅ I need your vote in the ACCA Council Election
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Heather Smith shares why she’s running for the ACCA Global Council, highlighting her advocacy work, global experience, and vision for a future-focused, member-driven ACCA. Summary 📌 Episode Summary (Bullet Points) Heather Smith announces her candidacy for the ACCA Global Council. She reflects on 30 years as an ACCA member and her international care…
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Inna Kogan shares her journey from Big Four audit in Moscow to driving finance transformation at Amazon, revealing how she built BI tools that revolutionized complex M&A modeling and now experiments with AI for contract reviews and business insights. She discusses the cultural shifts between Russian and British finance practices, the importance of …
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Smarter Law Firm Marketing: AI Tools That Actually Work, with FirmPilot
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In episode 580 of the Lawyerist Podcast, Zack sits down with Jake Soffer, CEO and founder of FirmPilot, to explore how artificial intelligence is reshaping law firm marketing. Forget generic blog posts and robotic content, Jake shares how FirmPilot uses AI and data science to build smarter, measurable strategies that actually attract clients. You’l…
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Budgeting for Impact: How Finance Can Lead, Not Just Report with Travis Grundy, Senior Associate of FP&A at Adventum
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Effective budgeting and forecasting require balancing data-driven analysis with practical business realities, especially for emerging companies navigating uncertain economic conditions. In this episode of CFO Weekly, Travis Grundy, Senior Associate of FP&A at Adventum, joins Megan Weis to share his unique approach to creating realistic budgets and …
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Confessions of the Craft: Episode 44 - Everglades Equipment Group
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In this episode, we sit down with Jordan, site lead at Everglades Equipment Group’s Naples branch, recorded live at the 2025 FNGLA conference. From mechanic to manager, Jordan shares his 11-year journey with Everglades, a John Deere dealer with deep Florida roots. Hear how his team delivers “white glove service” to every customer, the creative ways…
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The Most Human Metric in Operations: Layla Pomper’s Death List KPI
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What if your most important KPI wasn’t about revenue, leads, or efficiency—but about people? In this episode, operations strategist Layla Pomper shares the story of her Death List KPI: a surprisingly human metric born out of emergency planning that reshaped her entire approach to resilience. What started as a morbid exercise—writing down who her pa…
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Ep 116 - Stop the Busywork: How to Grow Your Business Without Burning Out
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Discover how to break free from busywork, reclaim your CEO role, and scale your small business without burning out. Do you ever finish the day exhausted but realize nothing you did actually grew your business? That’s the trap of busywork and it’s keeping too many small business owners stuck. In this episode of the CEO Amplify Podcast, I share: Why …
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Boosting Success: Inside Adam Draper's $87 Million Fund at Boost VC and Apple's AI Chatbot Veritas
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world. Adam Draper, a scion of the VC royal family, has raised over $87 million for a new fund for Boost VC, the venture firm he founded. Boost VC focuses on writing pre-seed checks to startups, with a particular emphasis on deep tech investments. Th…
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How to Automate Your Business for More Time and Less Stress with Crystal Eva
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Have you ever sent a client email at midnight and thought, “There has to be a better way”? (Spoiler alert: there is.) In this episode, I’m joined by the fabulous Crystal Eva, a fractional COO and online business manager who’s all about streamlining systems and reclaiming time. We talk real talk about automation—what it is, what it isn’t, and how to…
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Stop Guessing with ChatGPT: Use Prompts That Actually Work
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Are you still guessing with ChatGPT prompts? Discover how prompt templates can save you time, deliver better results, and transform the way you work. In this episode, we reveal three powerful prompts every accountant and business owner should know. Learn why context, specificity, and role assignment are the keys to unlocking ChatGPT’s true potentia…
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519 Is AI Making Junior Accountants Turn Off Their Brains?
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🚀 Have a play with my AI assistant here https://www.delphi.ai/jasonstaats/talk Hungry for that transformational in-person connection? 👋 Join me at one of my upcoming events: https://jasononline.link/528LE 💰 Today's Sponsors TeamUp: https://www…
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340: How To Create Pride On Purpose Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper, VA Business Owner Or Self-Employed
5:11
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Have you ever wondered why so many of us wait for other people to help us feel proud of ourselves? Today, we’re going to talk about pride. What it really is and how you can create pride for yourself, starting right now. If you’re an accountant, a business owner, or any high-stress professional who’s used to chasing approvals from others, it’s time …
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Tech Titans, IPOs, and Global News: A Recap of the Week in AI and Tech
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Arjun Sethi, the co-CEO of cryptocurrency exchange Kraken and chairman of Tribe Capital, has taken an unusual approach to running the company. His idiosyncratic management style, which includes detached, data-driven decision-making and reliance…
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Each Saturday we take the headlines of daily podcast and ask ChatGPT to create a Sci-Fi story inspired by the news. The outcome for this week is this short story. Thanks for listening! Follow us on Twitter, Instagram and LinkedinBy owith.ai
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Episode 5 – The Miscellaneous Monster: Taming QuickBooks’ Junk Drawer
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Send us a text Do you have a “Miscellaneous” account in QuickBooks that just keeps growing? In this episode of the QuickBooks Wizard Podcast, Brian introduces the shapeshifting monster who loves to hide your transactions — Miscellaneous. We’ll uncover: Why the Miscellaneous account exists (and when it’s okay to use) How it quietly distorts your rep…
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518 Why You May Want to SELL Your Accounting Firm!
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connections to take your firm to the next level. Join my private community of 500+ tax & bookkeeping firm owners: https://jasononline.link/x3G…
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AI Arms Race, Quantum Predictions, and Social Impact: The Latest in Tech from OWITH.ai
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Sam Altman is leading the charge in an AI arms race by investing billions of dollars in constructing massive data center complexes across the U.S. through OpenAI. His long-term goal is to achieve 250 gigawatts of capacity by 2033, costing trill…
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Knee Deep in Escheating: Intricacies of Lawyer Trust Accounts, with Amy Woods
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In episode 579 of Lawyerist Podcast, learn how to manage your IOLTA accounts correctly and avoid disciplinary pitfalls. Stephanie Everett talks with Amy Woods, founder of IOLTA Consulting, about the most common mistakes lawyers make with trust accounts and what to do instead. Amy explains why outstanding checks can create big compliance risks, what…
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Episode 357: The Riskiest Scams For This Age Group is Fake Jobs – How the BBB Recommends You Avoid Them
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If you are in this age group (or not) and looking for a job….. Keep listening. Check out my website www.debrarrichardson.com if you need help implementing authentication techniques, internal controls, and best practices to prevent fraudulent payments, regulatory fines or bad vendor data. Check out the Vendor Process Training Center for 116+ hours o…
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AI, Tech, and Climate: A Morning Update from OWITH.ai
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Sangeen Zeb, a general partner at Google Ventures, invests in AI startups like OpenEvidence, Harvey, and Thinking Machines. He believes in the high valuations of these companies because of their rapid growth and scarcity. Zeb looks for founders…
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Xerocon 2025 Recap 🚐From Inside the Blue Kombi
29:29
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A vibrant wrap-up of Xerocon 2025 from a Kombi van, covering AI tools, new Xero features, community energy, and standout apps like SYFT Analytics, Cradle IO & Manage My Renewals. Summary On day 2 of Xerocon I jumped into a community group and asked people to join me at the van at 2pm, and 40 minutes later 5 people showed up. We squeezed into the Ko…
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Decoding the VIX: How the "Fear Index" Calculates Market Movements and Prices
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Send us a text The episode provides an educational overview of the VIX, which is the ticker symbol for the CBOE Volatility Index and is frequently called the "Fear Index" by investors. This index functions by measuring the implied volatility of S&P 500 options, which helps in determining if option pricing is relatively expensive or cheap. The VIX r…
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Leslie Grandy Talks About Creative Velocity and the Future of Ideas
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On this episode of A Productive Conversation, I sit down with Leslie Grandy, author of Creative Velocity: Propelling Breakthrough Ideas in the Age of Generative AI. Leslie is a global product executive turned CEO advisor who helps organizations unlock creative thinking to accelerate growth. Her decades of leadership at Apple, Amazon, Best Buy, and …
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517 Accounting Firm Acquisition ARBITRAGE Opportunities
31:15
31:15
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🎥 The episode with Matthew Patrick where we talked through running a payroll practice https://youtu.be/NdsJYaDB3Mk?si=Ha9tW7S9Y97G-DH_ 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🧰 Grab my FULL service library template here https://www.jasononfirms.com/service-library 🤝 Make the connect…
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339: Achieving Success Through Consistent Effort Whether You Are Starting A Business Or Side Hustle, A Solopreneur, Entrepreneur, Mompreneur, Freelancer, Accountant, Bookkeeper Owner Or Self-Employed
14:49
14:49
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You may hear the word perseverance a lot in the world of entrepreneurship, but what does it really mean for you and your business? How have you persevered in your business? How will you stay on course and continue to persevere in your business in the future, no matter what comes up? Persevering is all about being able to stay committed to your goal…
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OWITH.ai: Navigating Workslop, Leadership Changes, and AI Advancements in the Tech World
2:56
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world. The concept of "workslop," which is low-effort output created by poorly used AI that hinders workflows, damages trust, and costs companies in lost productivity, has been a significant issue in the industry. Employees spend valuable time cleani…
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#952: Digital Transformation in HR 2025: Building an HRIS & Commitment Workflow That Actually Works
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HR is the backbone of every business, but in 2025, spreadsheets and paper forms just don’t cut it anymore. In this video, I’ll walk you through HR Digital Transformation 2025: Building an HRIS & Commitment Workflow That Actually Works. You’ll learn how to modernize your HR systems, implement an HRIS, and create a “Commitment Workflow” that reduces …
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From Engineer to Finance: A Blueprint for Modern Energy Finance with Zachary Kimball, PE, MBA, Citation Oil and Gas Corp
19:17
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In this episode of CFO Weekly, Zachary Kimball, PE, MBA, VP of Finance and Strategic Planning at Citation Oil and Gas Corp, joins Megan Weis to explore how CFOs in the energy sector are transforming their approach to managing aging assets while balancing escalating production costs and operational efficiency. Zach brings unique insights as a petrol…
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Ep 115 - How to Prioritize When Everything Feels Urgent
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Ever feel like your day gets hijacked by everyone else’s “urgent” requests and your real priorities get pushed to tomorrow (again)? You’re not failing, it's just that you’re stuck in reaction mode. In this episode, I’m sharing my Relief Method, a 3-step, brain-based prioritization framework that helps you cut the chaos, calm your nervous system, an…
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Tech Turmoil: H-1B Visa Fee Increase and AI Innovation in the Spotlight
3:21
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Former Stripe employees Louis Amira and David Noel-Romas have raised $19.2 million for their new startup, Circuit & Chisel, to develop the ATXP protocol. This protocol aims to enable agentic payments, allowing AI bots to interact with each othe…
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Why Even Basic Automations Can Change the Game in Your Business
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In this episode, we’re diving into one of my favorite topics: automation. But before you panic or picture some overly complicated tech setup, let’s get real—this is all about the simple stuff that makes a huge difference. You don’t need a team, a 50-step workflow, or a tech degree. You just need to notice the places where you’re repeating yourself.…
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