Accounting Insights by Gary Jain brings clarity to the complex world of finance. Hosted by Gary Jain—CEO of Ledger Labs and a seasoned accountant with 12+ years of experience—this show breaks down accounting, cash flow, automation, and financial strategy into practical, real-world lessons. Perfect for founders, CFOs, and business leaders looking to turn numbers into smarter decisions.
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Accounting Automation Podcasts
I'm Jason Staats, and on this podcast we talk through practical tips to run more profitable, calm accounting firms
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Hosted by Lee Reams II and CountingWorks PRO, "The Growth Minded Accountant" is your go-to podcast for independent tax and accounting pros ready to level up. We’re here to show you how AI, digital marketing, and cutting-edge tools — the kind that only the big guys had access to — can help you save time, win new clients, and keep your practice thriving. From leveraging AI agents to boosting ROI on every client interaction, we cover it all. Tune in to stay sharp, learn strategies that work, an ...
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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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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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NEW EPISODES EVERY TUESDAY, SUBSCRIBE FOR UNBEATABLE ECOM RECON – Every Tuesday since 2014, host Kurt Elster shares the Shopify success stories that nobody tells you about, straight from the entrepreneurs living it. Subscribe for a raw look at what it really takes to succeed on Shopify.
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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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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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Welcome to “ITSM That Works4Me,” the podcast about how to achieve real success with IT service management! Each week, we break down real use cases, smart automation strategies, and the tools that work — not just buzzwords.
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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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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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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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Heather Satterley and Brian Clare discuss the exciting world of Accounting Automation!
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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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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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How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.
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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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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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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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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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Digital Marketing Tips by Milton Keynes Marketing brings you expert insights, tutorials, and interviews with leading business owners across Milton Keynes, hosted by an expert digital marketing agency owner in MK. Learn practical strategies to grow your business online — from SEO, Google Ads and social media to website design, branding and AI-powered automation. We also feature inspiring stories from successful local entrepreneurs who share their journeys, challenges and marketing wins. Wheth ...
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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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CurrencyCast is a treasury podcast series from currency management experts, Kantox. In each episode, we look at the pressing foreign exchange (FX) risk issues facing treasurers and CFOs today and help them identify the potential gaps in their FX risk management strategy. Each episode will provide viewers with quick bite-size insights to help them better understand their FX risk, stay informed of the latest currency management trends and learn about the future of FX tech.
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Think of Online Business Launch Podcast hosted by Lindsay Sutherland as your library of helpful tips, ideas and inspiration. We feature online entrepreneurs at all stages of business so you can hear from others who have been where you are and found a path to success. Each title reflects the primary take-a-way from each episode. From freelancers who figured out how to get clients on repeat, to entrepreneurs building monthly recurring revenue streams that allow them to take a week off and stil ...
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Informative posts and video recaps about innovations, methods and technologies that are changing our world.
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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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Every dealership has contracts. But not every dealership actually knows what’s in them. Welcome to FraudCast, the podcast that cuts through the fine print of automotive vendor and contract management — exposing what’s really driving (or draining) your bottom line. Brought to you by Updation — the automotive SaaS company forged from frustration, not fanfare. We weren’t built in a boardroom; we were born in the trenches of dealership accounting, where broken systems and cash flow chaos demande ...
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Ben Murray, The SaaS CFO, talks all things SaaS.
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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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Trading Strategies - Forex, Stocks, Commodities or Futures
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In this age of rapid technological advancement, data-driven practices have taken centre stage in the realm of finance and across business. It's not just about number-crunching anymore. It's about leveraging the potential of data for informed decision-making, employing cutting-edge technologies to revolutionise conventional processes, and maintaining flexibility to adapt to the ever-changing business landscape. From the executive suite to data analysis, we're about to delve into how these tra ...
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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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Learn from top founders across the globe. Your time is valuable. That's why we get right to it with no fluff and keep each value-filled show under 30 minutes. On our Top 2.5% Globally Ranked Podcast, That Entrepreneur Show, top performers around the world stop by weekly to help you level up. This is the #1 Entrepreneur + Small Business Show! If you’re passionate about business, eager to grow a thriving small business, and hungry for practical tips and proven strategies, That Entrepreneur Sho ...
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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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Welcome to CFO 4.0, where we explore the dynamic landscape of Financial Leadership in the era of Technology 4.0. I'm your host, Hannah Munro, Managing Director of itas, a pioneering Financial Transformation consultancy. In this podcast series, we unravel the intricate connection between cutting-edge technologies and the financial domain. It's more than just adopting tools; it's about cultivating the skills necessary to navigate and spearhead the transformative journey within Finance. CFO 4.0 ...
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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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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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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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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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A podcast show comprised of intimate interviews with exciting entrepreneurs and leading industry experts who open up and share their amazing business experiences. This is the best place to find meaningful conversations with industry leaders, insider knowledge, and key business resources all for free.
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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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The Freedom Nation podcast is the home of Freedom Day, the achievement of a work-optional lifestyle. Our show focuses around personal finance, real estate, multiple sources of income, cashflow, and the stories of people that have achieved their own Freedom Days. Our host is Jeff Kikel a 30 year veteran of the Financial Services industry that attained his own Freedom Day by building multiple streams of income, selling some, buying more and sharing his story with the audience.
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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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Organizations have a greater chance of success when Financial Planning and Analysis (FP&A), Accounting, Operations, and the Executive Senior Leadership are more strategically aligned. Developing Finance Leaders capable of growing partnerships across the organization and leading positive change are the goals for this podcast. The host is Stephen McLain, a U.S. Army-Retired Finance Officer. After retirement, Stephen transitioned to working as a Business Consultant in Corporate FP&A and Account ...
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Dive deep into the world of Artificial Intelligence with the AI with Arun Show podcast. Host Arun explores the latest advancements, applications, and ethical considerations of AI in a clear and engaging way. Perfect for anyone curious about the future of technology and AI.
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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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Flying Private on a Commercial Budget - Sachin Goel - Optiontown & OmVrti.AI CEO
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In this interview from the AI with Arun Show, Sachin Goel, CEO of Optiontown and OmVrti.AI, explains how vertical AI is being used to fix the financial and operational inefficiencies within the aviation industry. He highlights how his companies utilize data-driven subscriptions to provide travelers with personalized perks, lower costs, and increase…
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560 TIME Management Advice for Accounting Firms
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🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C556T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A556T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, we get practical about getting owners out of the weeds through time audits, earlier delegation, and fixing inbo…
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Don't Like Social Media? No Problem! Morgane Rose Shares How She Grew Her Business Through Writing
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What if you could create one piece of content that reaches people at every stage of awareness—and keeps working for you for years? Morgane Rose got made let go from her job twice in five months. When a dream job offer landed in her lap, everyone expected her to say yes. Instead, she felt crushing anxiety. Something was telling her: Don't do it. So …
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Welcome, Here's How To Get The Most Out Of This Podcast
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Welcome to the Online Business Launch Podcast This is your library of crowdsourced wisdom for building, launching, and scaling an online business. What Makes This Podcast Different: Every episode is titled with the KEY TAKEAWAY you can expect—not clickbait, not vague promises. Think of it like a reference library where you can jump straight to exac…
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The Anti-Hustle Growth Model with Johanna Godinez
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What if the secret to building a thriving business isn't hustling harder—it's letting it grow organically without the pressure of survival mode? Johanna Godinez, founder of BAY Lifestyle (Beyond Asana Yoga), started her wellness journey in 2008 with a Yellow Pages directory and zero online presence. Today, she runs a globally recognized yoga teache…
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Financial Foundation "Setting Up Your Business Finances the Right Way: What Your Accountant Wishes You Knew With Matt Green
24:30
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Most business owners treat their bookkeeper and tax preparer like two separate entities—and it's costing them thousands. Matt Green, founder of Ledger Medial, didn't start out in accounting. He moved to Nashville to become a musician, studied audio engineering, and played drums in a band. But when he moved back to South Carolina in 2009 with three …
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How To: Product Market Fit and Growth Accounting
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This podcast features a discussion with the authors of the Growth Data Analytics Playbook, focusing on how modern teams use data to achieve product-market fit. The experts emphasize that growth is a continuous journey rather than a static goal, requiring leaders to move beyond superficial vanity metrics to understand deep user behavior. Key strateg…
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559 2026 Tech Predictions for BOOKKEEPING Firms
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🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C566T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A566T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I walk through my 2026 tech predictions for bookkeeping firms and why the ledger is about to change in a big wa…
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Three Brutal Truths Every Entrepreneur Must Face
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Vincent A. Lanci discusses the cyclical nature of personal development, especially during the summer months. Lanci shares three brutal truths that entrepreneurs must confront: the disconnect between growth and cash flow, the need for resilience in adversity, and the importance of building systems for long-term success. He encourages listeners to re…
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Episode highlights: [00:00:00] Joe’s businesses and revenue breakdown [00:00:45] Five ways to make money with AI [00:00:54] Selling AI headshots as a done-for-you service [00:02:06] Delivering with VAs and prompts [00:03:36] Getting customers via LinkedIn polls and ads [00:06:00] Teaching AI while learning it yourself [00:08:24] Selling ideas befor…
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2026 Predictions for Accountants: AI Will Be the Standard. Relationships Decide Who Wins.
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As we close out the year, this episode of The Growth Minded Accountant is a little different. No guest. No hype. Just an honest look at what’s coming next for tax and accounting firms. In this year-end solo episode, Lee Reams II shares his 2026 predictions—not based on headlines or fear-driven narratives, but on patterns he’s seen repeat over the l…
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2025 SaaS M&A Market Insights and Founder Takeaways
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Welcome back to The SaaS CFO Podcast! In this special end-of-year episode, host Ben Murray is joined for the third time by Jim Williams, Managing Director at GLC Advisors, for an in-depth update on the state of the software M&A and capital markets. Ben Murray and Jim Williams dive into what's really happening in SaaS dealmaking, cutting through the…
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AI in the CAS Suite: Beyond ChatGPT — What Firms Are Actually Using in 2026
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Artificial intelligence is everywhere — but what tools are Client Accounting Services (CAS) firms actually using in 2026 to transform workflows, improve accuracy, and deliver more value to clients? In this episode, we go beyond the buzz and explore the real AI technologies that are making a measurable impact in modern accounting practices. You’ll l…
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$1.7M BFCM: Inside Montana Knife Company's Black Friday
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Montana Knife Company pulled in $1.7 million over Black Friday weekend without discounting a single knife. Co-founder Brandon Horoho explains how: five targeted product drops, one for each customer persona. An email cadence so aggressive he was watching unsubscribe rates like a hawk. And a VIP program where the reward shows up unannounced in your m…
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Why CFOs are the Chief Everything Officers with Claire Bramley, CFO at Xero
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In this episode of CFO Weekly, Claire Bramley, former Chief Financial Officer at Teradata, joins Megan Weis to discuss the modern CFO, how technology and AI are reshaping the CFO's responsibility, and defining what a successful executive looks like. Claire also dives into career growth, leadership strategies, and the underestimated power of storyte…
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All I Want for Christmas Is Clean Data: AI, Automation & the Human Side of Finance
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It's the end of Series 3 - where's the time gone?! In this Christmas special, Chris and Mike unwrap the biggest lessons from a year of conversations on AI, automation, data and leadership—cutting through hype to focus on what actually moves finance teams forward. Hosted on Acast. See acast.com/privacy for more information.…
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Episode highlights: [00:00:00] The vision: media customized to one person [00:02:15] Why revenue isn’t the point — yet [00:03:18] Seeing early personalization at Spotify [00:06:00] Why kids’ content felt broken [00:07:48] Making the child the hero of the story [00:08:42] The hardest problem: image consistency [00:11:24] Why scaling AI products is n…
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558 2026 Tech Predictions for TAX Accounting Firms
44:58
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🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C565T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A565T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I lay out my 2026 tech predictions for tax firms and what they should actually pay attention to right now. I co…
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Unified_Privacy_Automation Ends Silos | Dr Damodar Sahu, CGO DataSafeguard
12:17
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In this interview, Dr. Damodar Sahu from Data Safeguard explores the urgent shift from viewing data privacy as a mere compliance checkbox to a strategic business advantage. He introduces ID Privacy, a unified privacy automation platform that utilizes ethical AI to consolidate fragmented tools into a single, intelligent engine for global enterprises…
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In this conversation, Denise shares her journey from corporate burnout to entrepreneurship, emphasizing the chaos of scaling businesses and the importance of preparation for pitch meetings. She introduces her consulting firm, Data-Driven Intuition, which focuses on helping founders navigate product pivots and market fit. Denise also discusses her w…
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557 2025 BOOKKEEPING Accounting Firm Tech Highlights
42:48
42:48
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🚀 Get smarter faster by learning alongside nearly 700 firm owners: https://jasononline.link/C564T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A564T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I revisit our 2025 bookkeeping tech predictions and unpack what actually happened over the past year.…
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QuickBooks AI Assistant: Hype vs. Reality for CAS Firms
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The QuickBooks AI Assistant promises smarter workflows and faster insights—but how much of the hype holds up for Client Accounting Services (CAS) firms? In this episode, we separate marketing buzz from practical reality and explore how this AI tool performs in real-world accounting environments. You’ll learn: What QuickBooks AI Assistant actually d…
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From Workpapers to AI: What 2025 Delivered 📊
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In this special year-end wrap-up, we explore the major accounting tech releases of 2025. From new AI capabilities to feature-rich workpapers and smarter reporting tools, discover the updates that could transform your current stack. The accompanying article to this podcast can be found on Accountants Daily. Contact details: Accounting Apps newslette…
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The great AI debate: are skills the new agents?
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In our final episode of 2025, we're taking a look back at what was dubbed 'the year of the agents' and peering into what 2026 might hold. The conversation kicks off with a deep dive into a potential paradigm shift: the rise of AI 'skills.' We explore Anthropic's big push for this new framework, contrasting it with existing tool-calling and MCP serv…
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The 2025 Ari Kaplan Advisors Legal Tech GC/CLO Roundtable
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I was honored to interview these remarkable leaders for the inaugural Ari Kaplan Advisors Legal Tech GC/CLO Roundtable, focusing on the key challenges, trends, and opportunities that are likely to affect strategic priorities in 2026: Jason Barnwell, Agiloft Marla Crawford, Cimplifi Clint Crosier, iManage Dennis Garcia, Litera Jenny Hamilton, Exterr…
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Moonshot AI Raises $10M to Automate Conversion Optimization for Ecommerce
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Welcome to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Aviv Frenkel, Co-Founder and CEO of Moonshot AI, to explore the fascinating journey from Israeli media personality to leading an innovative SaaS startup. Aviv Frenkel shares how his background as a radio DJ and television journalist ultimately inspired him to dive into…
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What CFOs Need to Know for 2025 with Jim Benson, CFO at Dynatrace
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In this episode of CFO Weekly, Jim Benson, Chief Financial Officer at Dynatrace, joins Megan Weis to share insights about modernizing the finance function, developing succession strategies, and what CFOs should focus on as we enter 2025. Jim brings over three decades of leadership experience in market-leading technology companies. Before joining Dy…
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GENCFO Impact Re-Run: What Finance Leaders Get Wrong About Automation
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A special, look-back episode from GENCFO Impact, where finance leaders cut through the noise around automation and AI—what actually matters, what doesn’t, and how to move from talk to real execution. Hosted on Acast. See acast.com/privacy for more information.
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Native A/B Testing Hits Shopify: What You Need to Know
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"It's really about helping merchants become more informed, helping them make more bold decisions." Aaron Glazer, Product Lead at Shopify, reveals two features from Winter '26 Edition that change how merchants test and optimize their stores. Rollouts brings native split testing directly into the admin. SimGym deploys AI agents trained on billions of…
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In this episode, Michael Haskell shares his journey from aspiring soccer player to successful entrepreneur, discussing the importance of aligning profit with purpose, maintaining fiscal discipline, and the value of strong partnerships. He emphasizes the need for adaptability and resilience in business, offering insights into scaling companies globa…
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Episode173: How to Create an Account-Based Playbook For Long Sales Cycles and Multiple Decision-Makers with Andrei & Vladimir
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In this episode of Full-Funnel Live, Andrei and Vlad break down how to create account-based playbooks that actually match how B2B buyers buy. Tune in to learn: Why ABM playbooks aren’t linear, and how to build for real-world back-and-forth buyer behaviour Why you need both timeline-based and signal-based playbooks How to align the playbooks with th…
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556 2025 TAX Accounting Firm Tech Highlights
46:31
46:31
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Transistor 🚀 Get smarter faster by learning with other firm owners: https://jasononline.link/C563T 📚 A curated list of the apps I actually use and recommend: https://jasononline.link/A563T ☎️ Leave me a voicemail at (1)516-980-4968! In this episode, I revisit my 2025 tax tech predictions and break down what actually played out for accounting firms.…
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ITSM vendors are quietly reinventing themselves — and it’s not about IT anymore
12:55
12:55
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ITSM vendors are quietly reinventing themselves — and it’s not about IT anymore. What we’re seeing now is a fundamental shift: ITSM platforms are being rebuilt for Enterprise Service Management (ESM), not as a feature add-on, but as a new operating model. Why? AI changed the rules. AI only delivers value when: Data is unified Processes run end-to-e…
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Google Ads for iGaming - Why Google Gambling PPC Accounts Get Suspended
4:53
4:53
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Google Ads for iGaming in 2025: Why Accounts Get Suspended Contact our iGaming Google Ads PPC Agency here: https://miltonkeynesmarketing.uk/casino-marketing-agency/ Watch this iGaming marketing agency overview: https://www.youtube.com/watch?v=IBl2o5xjo0U Recommended readingfor iGaming operators & marketers: The A-Z of CasinoMarketing: https://www.a…
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How To Choose A Casino Marketing Agency Without Wasting Money
6:15
6:15
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How To Choose A Casino Marketing Agency Without Wasting Money Contact our casino marketing agency here: https://miltonkeynesmarketing.uk/casino-marketing-agency/ Watch this short overview –https://www.youtube.com/watch?v=IBl2o5xjo0U Recommended reading for iGaming operators & marketers: The A-Z of Casino Marketing:https://www.amazon.co.uk/dp/B0FWYS…
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Reflecting on 2025 (the K-shaped economy, AI's impact on work and human judgement, energy bottlenecks)
25:17
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Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential trans…
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Easy Zapier AI Automations - ft founder Wade Foster
51:40
51:40
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Episode highlights: [00:00:00] Businesses built entirely on Zapier [00:01:30] The roofer-turned-automation-agency story [00:03:54] What AI enables that wasn’t possible before [00:07:12] OpenAI Agents vs. Zapier workflows [00:11:15] Connecting AI agents to real business tools [00:13:03] Building a meeting-prep agent live [00:18:00] Why AI is great a…
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AI Agents: The End of Coding as We Know It? Ascendion CEO KK
14:41
14:41
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In this interview, Ascendion CEO Kartik Krishnamurthy explores how agentic AI is fundamentally restructuring enterprise software engineering by moving beyond simple productivity boosts to driving measurable business outcomes. He introduces AVA, an AI-powered platform that manages the entire software development lifecycle through an orchestrated mul…
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Why Plaintiffs' Personal Injury Cases Are Well-Suited to AI-Driven Automation
15:59
15:59
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I spoke with Raymond Mieszaniec, Co-Founder and Chief Operating Officer of EvenUp, a legal tech company that uses AI to help personal injury attorneys maximize case values. We discussed why plaintiffs' personal injury work is well-suited to AI-driven automation, how AI tools will affect the volume and quality of cases filed, and how AI is changing …
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In this conversation, Stan Suchkov CEO and Co-founder of Evolve discusses his entrepreneurial journey, emphasizing the importance of building diverse teams, navigating the challenges of startup funding, and the significance of hiring strategies. He shares insights on sales for both B2B and B2C markets, the impact of AI on learning, and the mindset …
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What I learned from the world's leading minds in 2025
21:31
21:31
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Welcome to Exponential View, the show where I explore how exponential technologies such as AI are reshaping our future. I've been studying AI and exponential technologies at the frontier for over ten years. Each week, I share some of my analysis or speak with an expert guest to make light of a particular topic. To keep up with the Exponential trans…
…
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1
555 Using AI To Manage Accounting Firm Communications
39:28
39:28
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🚀 Learn what’s actually working alongside nearly 700 firm owners: https://jasononline.link/C558T 📩 Stay on top of accounting firm tech and AI with my weekly newsletter: https://jasononline.link/N558T 🎥 Check out the FULL replay of the entire WorkflowCon event here! https://hubs.li/Q03VYXqR0 ☎️ Leave me a voicemail at (1)516-980-4968! In this episod…
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1
How to Make the Most of In-Person Networking🧩
41:31
41:31
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Heather shares why real-world networking still matters for accountants & bookkeepers, offering practical tips to build genuine, long-term professional relationships without feeling salesy or awkward. In this episode, Heather Smith explores the timeless power of in-person networking for accounting & bookkeeping professionals. Based on her article fo…
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1
Solentrex Raises Strategic Funds to Bring a Modern ERP to the Solar Market
18:44
18:44
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Welcome to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Michael Salorio, founder and CEO of Solentrex, an ambitious new player in the solar industry bringing an all-in-one, AI-driven ERP platform to residential solar companies. Michael Salorio shares his journey from a finance and wealth management background to building a cutti…
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No Money Down Real Estate Is Still Real | David Webb on OPM, Apartments & Buying Property with $0
33:28
33:28
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Most people believe real estate investing is impossible without savings, perfect credit, or years of experience. They’re stuck renting, stuck in cubicles, or burned out running businesses—convinced that real estate is only for the wealthy or well-connected. That belief keeps people trapped. While they wait to “fix their credit” or “save a down paym…
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Quanta landed $20 Million for AI Accounting
41:12
41:12
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🎧 Highlights: [00:00:00] Humans doing the work of AI — before AI existed [00:01:12] Why accounting is mostly about language, not numbers [00:02:33] Shadowing bookkeepers to find automation opportunities [00:06:00] Manual work Quanta knew software had to replace [00:07:30] Why building on top of legacy systems wasn’t enough [00:08:24] Rebuilding the…
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AI Search, the 2026 Tax Reset, and the End of Generic Tax & Accounting Firms
32:23
32:23
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AI-powered search is fundamentally changing how people discover tax and accounting professionals — and the 2026 tax law reset is about to separate firms that are prepared from those that aren’t. In this episode of The Growth Minded Accountant, Lee Reams and Rebekah Barton unpack two major forces converging at the same time: • Why AI search tools ar…
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554 Let’s Solve Your Accounting Firm’s Greatest Constraint
21:33
21:33
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🚀 Learn alongside nearly 700 firm owners who are building this together: https://jasononline.link/C562T 📩 Want a simple way to keep up with accounting firm and AI? I break it down every week in my newsletter: https://jasononline.link/N562T 📖 The book I mentioned, The Goal https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951 ☎️ Leav…
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The 2026 Tax Tsunami: What Your Clients Need to Know This Week
18:16
18:16
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The tax landscape is changing fast, and 2026 is shaping up to be a major turning point for businesses and high-income earners. In this episode, we break down the upcoming tax changes that could significantly impact your clients and explain why waiting could lead to costly surprises. You’ll learn: What major tax provisions are set to expire in 2026 …
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*Special Episode* Featuring Caroline Hill, Editor-in-Chief of Legal IT Insider, on Charting Change in Legal Ep 51
15:29
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In this 51st episode of Charting Change in Legal, Caroline Hill, Editor and Publisher of Legal IT Insider, and I looked back at developments in 2025 and ahead to 2026.By Ari Kaplan
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