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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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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Exploring the intersections of accounting, technology and modern practice methodologies. Hosted by Heather Smith, an award winning Chartered Accountant with a flair for storytelling. Heather is obsessed with how effective automation and integration can produce timely clean data, to surface information for brave, fast data-informed decision making. Better data, better decisions, better business. She explores this topic with her guests, uncovering insights that offer you a competitive edge. De ...
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A tactical playbook for serious retail traders. Hosted by seasoned options professionals, this podcast delivers institutional-level insights on automated SPX spread strategies with defined risk 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 retail tr ...
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A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
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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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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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Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.
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Brigitte Vegter, Daniel Proczko, and Richard Piet are 3 entrepreneurs sharing their journey to build their businesses beyond 6 figures. Each WhatTheBIz?! episode features a discussion surrounding a business building topic, recent events from the trenches of running a business, balancing life, and all the WTB in between. Enjoy entertaining banter, highly valuable resources and tools, and in less than 60min.
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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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The Founder’s Corner is where real founders share real stories. Each episode, we sit down with entrepreneurs, agency owners, and creative leaders to unpack the ups, downs and hard-won lessons of building a marketing firm. From scaling pains to mindset, team dynamics to strategic moves, this is the podcast where founders share their insights. If you’re growing you’re marketing agency and want to learn from those a few steps ahead, pull up a chair.
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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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The AI in Business Podcast is for non-technical business leaders who need to find AI opportunities, align AI capabilities with strategy, and deliver ROI. Each week, Emerj AI Research CEO Daniel Faggella and team interview top AI executives from Fortune 2000 firms and unicorn startups - uncovering trends, use-cases, and best practices for practical AI adoption. Visit our advertising page to learn more about reaching our executive audience of Fortune 2000 AI adopters: https://emerj.com/advertise
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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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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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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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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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Welcome to Compliance Expert Radio, hosted by Sonia Luna, CEO of Aviva Spectrum, the premier provider of Cannabis Accounting, Cannabis Compliance and Taxes. Thought leader of BlackLine software implementations, Accounting Automation & Advisory, Internal Audit, SOX compliance, and Risk Management Services.
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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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Corporate executives, entrepreneurs and authors discuss corporate finance strategies, growth tactics, leadership journeys and other management topics to drive value creation.
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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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Thoma Bravo’s Behind the Deal podcast takes you behind the scenes of one of the largest software investors in the world. You'll hear the strategies and stories behind building Thoma Bravo’s portfolio of innovative, industry-leading software and technology companies. Presented by Orlando Bravo, “Wall Street’s best dealmaker” (Forbes), each episode offers a first-person account from the deal leads and CEOs that forged some of the largest software acquisitions at Thoma Bravo to date, and how th ...
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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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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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Informative posts and video recaps about innovations, methods and technologies that are changing our world.
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The Multifamily Manager Pro Podcast is your ultimate resource for mastering the art and science of multifamily property management. Whether you're a seasoned property manager, a broker overseeing a growing portfolio, or an industry newcomer eager to learn the ropes, this podcast delivers expert insights, cutting-edge strategies, and practical tools to help you excel in the competitive world of multifamily real estate. 🎙️ What You’ll Get in Every Episode: ✔️ Industry Expertise: Deep dives int ...
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Save on everything. Stretch your paycheck. Spend more time with family. This podcast is hosted by Adam Katz, author of the #1 Amazon Bestseller ”Money for Dads: Save on everything. Stretch your paycheck. Spend more time with family.” Don’t make enough money for your family’s needs? Are you working extra hours and jobs just to pay bills? This podcast will teach you to stretch your family’s income, while at the same time, giving your kids the best, most amazing lives possible. The podcast incl ...
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Tune in to FinFactor as we dive into the evolving role of today’s CFO. Each episode features experienced finance leaders and industry experts who share practical insights on emerging technology, financial strategy, and the future of the Office of the CFO. Hosted by Blaine Bertsch, we explore the evolving responsibilities of finance leaders—from adopting automation and AI to navigating today’s complex financial environment and leading digital transformation initiatives. Guests share firsthand ...
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On The Tech Talk for Accountants Show Andrew Lassise shares helpful tips for accountants and the technology issues they face. Join Andrew and his occasional guests on our weekly episodes. For more information visit us at https://tech4accountants.net/
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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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Discussions about trends, insights and emerging issues impacting the accounts payable and payment functions
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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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The GrowCFO Show is the podcast produced for finance leaders by finance leaders
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Ben Murray, The SaaS CFO, talks all things SaaS.
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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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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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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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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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Tired of generic business advice that doesn't move the needle? Tune in to "From The Trenches: Success Shortcuts Revealed By Real-World Innovators Crushing It Right Now" – the podcast that brings you transformational insights from today's most successful entrepreneurs and business owners. We're not here to rehash old theories or give you fluffy motivational speeches. Instead, we're bringing you real, actionable strategies that are working right now in the trenches of business. Each week, we s ...
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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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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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Digitising, streamlining and automating your tax affairs
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Send us a text In this episode, Mena and Stuart share practical strategies to streamline tax administration and reduce headaches for individuals and investors. They begin by discussing the value of using Xero, even for non-trading entities, as a powerful tool to centralise and simplify record-keeping. Next, they explore the benefits of wrap platfor…
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Automate Your Accounting Workflow with Custom GPTs
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Have you tried ChatGPT but not yet explored the power of Custom GPTs? This episode unlocks how accountants can use them to automate tasks, save hours each week, and even create client-ready reports in minutes. Learn how to build your own GPTs—no coding required—and see real-world examples like email responders, strategic planning tools, and custom …
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Turning Healthcare Innovation into Real Patient Impact - with Brad Kennedy of Orlando Health
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Today’s guest is Brad Kennedy, Senior Director of Business Solutions Strategy at Orlando Health — a not-for-profit healthcare organization headquartered in Florida. With years of experience leading innovation and patient experience programs in hospital systems, Brad joins Emerj Managing Editor Matthew DeMello on the show today to explore how health…
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482 How Accounting Firms Can Capitalize On Changing Legislation
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The powerful request tool Content Snare https://contentsnare.com/ Horomozi’s $100M Offers Book https://www.amazon.com/100M-Offers-People-Stupid-Saying/dp/173747574X?sr=8-3 📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 Make the connections to take your firm to the next level. Join my pri…
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481 Answering 14 Questions About Running Accounting Firms
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Grab the 1 hour Q&A with Canopy CEO Davis Bell here! https://www.getcanopy.com/blog/ask-jason-staats-anything The video about using AI for research https://youtu.be/OkI0tdeYuSM?si=UtiY66c1CbtEHeGG Check out the AI assistant for this podcast! https://www.delphi.ai/jasonstaats My guide to building out your tech stack https://youtu.be/civmOqx6Td8?si=k…
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From Control Checks to Enterprise Strategy with AI in Audit - with Itumeleng Masunyane of Amicorp
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Today’s guest is Itumeleng Masunyane, Senior Vice President of Internal Audit at Amicorp Group. Amicorp provides corporate management, financial markets, and fund administration services with a strong presence in emerging markets. Itumeleng joins Emerj Editorial Director Matthew DeMello on the show to discuss the expanding role of AI in internal au…
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The Biggest AP Automation Issues No One Talks about
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Costly overlooked issues that no one talks about could derail your accounts payable or accounting automation project. But once you know what they are, you can work around them AND recognize them when they arise. Link to The Managing Interruptions Survival Guide https://youtu.be/lAaVtX1Y1vU Subscribe for more tips and insights like this: https://www…
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Rillet Raises $25M Series A to Disrupt the Accounting Software Space
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Welcome back to The SaaS CFO Podcast! In today’s episode, we’re diving deep into the next generation of accounting software with Nicolas Kopp, CEO and founder of Rillet. Nicolas shares his journey from building a fully regulated bank to launching Rillet—an AI-first ERP platform designed to take on industry staples like QuickBooks, Xero, NetSuite, a…
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Your Marketing Budget is Going to the Wrong Place
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Your next big revenue boost won't come from another expensive lead generation campaign. It's sitting right there in your customer database. Marketing veteran David Baer pulls back the curtain on why most businesses hemorrhage profits by fixating on new leads while neglecting their goldmine of existing customers. With hard-won insights from Broadway…
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How Domain-Specific GenAI-Driven Orchestration Unlocks Value in Secure and Siloed Data Environments - with Arun Subramaniyan of Articul8
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Today’s guest is Arun Subramaniyan, Founder and CEO of Articul8. After earning his PhD simulating jet engines and leading GE's digital twin revolution, he's helping Articul8 build domain-specific AI solutions for the world's most complex industries - from Wall Street to electrical grids and aerospace design. Arun joins us on today’s show to share w…
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Beyond Building NextGen Healthcare’s Successful Remote-First Company and Culture with David Sides
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In the Beyond the Deal mini-sode with Thoma Bravo’s A.J. Rohde and Peter Hernandez, hear NextGen Healthcare CEO David Sides explain his approach to leadership, inspired by his family’s medical roots, and how NextGen Healthcare grew into one of the most trustworthy companies in America. For more information on Thoma Bravo's Behind the Deal, visit ht…
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Inside the New Era of Loss Prevention with Video Intelligence - with Joe Troy of Amazon
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Today’s guest is Joe Troy, Senior Manager of Site Risk at Amazon. Joe leads efforts to harness AI-powered video intelligence to transform retail security and operational workflows. With extensive experience in risk management and physical security, Joe joins Emerj Managing Editor Matt DeMello to discuss how AI is accelerating investigations, reduci…
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Paul Barnhurst on the Expanding Role of the CFO
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In this episode, Blaine Bertsch sits down with Paul Barnhurst to explore the expanding role of today’s CFO, who must now navigate not just finance but operations, technology, and strategy. They dive into how AI and automation are transforming the finance function, the ongoing struggle with data quality, and the growing need for cross-functional col…
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Cracking the Glioblastoma Challenge: A CEO's Journey in Brain Cancer Treatment
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John Climaco, Chairman and CEO of CNS Pharmaceuticals, elaborates on his company's dedicated mission in the research and development of new cancer treatments for the brain and the central nervous system. Climaco, an experienced entrepreneur, was drawn to the immense challenge of glioblastoma, referring to it as an "uncrackable nut" and "the toughes…
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AI ROI for Patient Insights and Better Eligibility Rates in Clinical Trials - with Michael Zaiac of Daiichi Sankyo
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Today’s guest is Michael Zaiac, Head of Medical Oncology for Europe and Canada at Daiichi Sankyo. Michael joins the platform in a special episode focused on how AI is driving measurable ROI in clinical trials — particularly in eligibility and driving diversity in patient populations. Their conversation explores how life sciences teams are applying …
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480 13 Brutal Truths to be a Better Accounting Firm Owner
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 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 💰 Today's Sponsors ClientHub https://www.clienthub.app/ TeamUp https://www.hireteamup.com…
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Smarter Compliance Through Transparent AI Deployment - with Miranda Jones of Emprise Bank
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Today’s guest is Miranda Jones, SVP Data & AI Strategy Leader at Emprise Bank, to explore how banks can design AI systems that balance compliance obligations, customer expectations, and employee experience. Miranda unpacks why explainability shouldn’t be an afterthought—and how embedding transparency into AI workflows helps institutions avoid costl…
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I spoke with Professor Richard Susskind CBE KC (Hon), President of the Society for Computers and Law and author of many notable books, including his most recent publication, How to Think About AI - A Guide for the Perplexed. We discussed strategies for balancing the benefits and risks of artificial intelligence, how technology can help legal profes…
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Stop the Leaks: How to Find Your Missing Business Profit
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You're making sales, the revenue's coming in... but when you check your bank account, you're left asking: "Where the heck's all my money going?!" In this candid episode of "What the Biz?!", Brigitte Vegter and Daniel Proczko expose the infuriating mystery of "disappearing money" and the "profit illusion". They confess to seeing even successful 6- a…
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Sustainable Growth Through Financial Centralization with Steve Mastin, CFO at 4M Building Solutions
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In this episode of CFO Weekly, Steve Mastin, Chief Financial Officer at 4M Building Solutions, joins Megan Weis to explore how centralization of financial and operational functions drives growth in private equity-backed environments. Steve Mastin is recognized for his strategic financial leadership and ability to optimize business performance throu…
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#241 Why Risk Management Is Getting Harder with Chris Wright, Managing Director, Protiviti
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#241 Why Risk Management Is Getting Harder with Chris Wright https://open.spotify.com/episode/6SVItUVYbrCIahAkOKZXw1 In this episode of The GrowCFO Show, host Kevin Appleby speaks with Chris Wright, Managing Director at Protiviti and leader of their global finance transformation solution. The conversation explores Protiviti’s comprehensive risk sur…
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How AI is Orchestrating the Insurance Supply Chain - with Marc Fredman of CCC Intelligent Solutions
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Today’s guest is Marc Fredman, Chief Strategy Officer at CCC Intelligent Solutions. Marc joins Emerj CEO and Head of Research Daniel Faggella to discuss how leading insurers are using AI to manage growing complexity across the insurance supply chain — from vehicle damage assessment to claim settlement and subrogation. He breaks down where AI is alr…
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Trial Balance vs Balance Sheet What's the difference
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Are the trial balance and the balance sheet the same thing? Of course not. But, confusion between the two is more common than you might imagine. Let’s take a look at both of them so you understand what they are, how each is used and how they are different. They are both used in accounting, accounts payable and finance. But that is about where the s…
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479 9 Ingredients to Effective Change Management in Accounting Firms
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 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 💰 Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ V…
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Keeping the Patient Voice in De-Identified Data Models - with Brad Kennedy of Orlando Health
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Today’s guest is Brad Kennedy, Senior Director of Business Solutions Strategy at Orlando Health. Brad joins Emerj Senior Editor Matthew DeMello to explore what it takes to implement AI across a complex care environment. From improving patient experience to easing clinician burdens, Kennedy highlights the need for precision, transparency, and collab…
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478 An AI Security Primer for Accounting Firms
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 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 💰 Today's Sponsors ClientHub https://www.clienthub.app/ Verito https://verito.com/ Makers…
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One year in the books! We're popping the non-alcoholic champagne to celebrate the first anniversary of the Breakeven Brothers podcast. In that time, the AI landscape has shifted from a gentle tremor to a full-blown earthquake, and in this episode, we're navigating the aftershocks. The AI arms race is escalating, with tech giants like Meta opening u…
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Kovr Raises $3.6M to Automate Cyber Compliance with AI
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Welcome back to The SaaS CFO Podcast! In this episode, host Ben Murray sits down with Andrew Black, CEO of Kovr, and Sri Iyer, the company’s founder and CTO. Kovr is shaking up the world of cybersecurity compliance, helping organizations dramatically speed up the process of achieving certifications like FedRAMP, HIPAA, and others—using the latest b…
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The 3-Step Framework for Finding Lost Revenue in Your Business
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Most business owners walk past thousands in potential revenue every single day without realizing it. In this eye-opening episode, experienced entrepreneur Emylee Williams reveals her proven "Chase the Breadcrumbs" methodology for uncovering significant hidden revenue in your existing business. After co-founding and running a multi-million dollar ma…
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Episode 166: Misaligned Despite Our Best Intention. How to fix the marketing and sales silos with ABM with Mason Cosby
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Struggling with misalignment between your marketing and sales teams? You’re not alone. Many organizations face friction when these critical teams operate in silos—leading to missed opportunities, wasted resources, and slower growth. In this webinar, we uncovered actionable strategies to bridge the gap between marketing and sales, ensuring seamless …
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How NextGen Healthcare Aims to Achieve Better Healthcare Outcomes for All
55:55
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In this episode, Thoma Bravo Senior Partner A.J. Rohde sits down with Peter Hernandez, a Senior Vice President on our Discover team, to detail the strategic take-private of NextGen Healthcare, a leading provider of innovative, cloud-based healthcare technology solutions. They are joined in the studio by NextGen Healthcare CEO David Sides and discus…
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Transforming Care Management and Disease Management Workflows with Agentic AI - with Raheel Retiwalla of Productive Edge
24:11
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Today’s guest is Raheel Retiwalla, Chief Strategy Officer at Productive Edge. Productive Edge is a digital transformation consultancy specializing in healthcare that helps payers, providers, and health tech companies use data to streamline operations, reduce costs, and improve outcomes. Raheel returns to the program to outline how agentic AI is hel…
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🚀 From EdTech to FinTech: Miquel Palet’s Journey with Get Invoice
19:45
19:45
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Today I’m speaking with Miquel Palet, Founder of GetInvoice Miquel Palet is a Barcelona-based entrepreneur and product leader, known for founding Ucademy, an edtech platform, and GetInvoice, a tool for automating invoice retrieval from emails and other sources. With a background in engineering from Universitat Politècnica de Catalunya, Miquel combi…
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Avoiding Common ERP Pitfalls with Bob Light
29:09
29:09
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In this episode of FinFactor, Blaine Bertsch sits down with Bob Light to unpack the challenges of implementing financial software systems. They explore why understanding internal processes and pain points is critical before selecting a system, and how involving stakeholders early can lead to smoother adoption. Bob and Blaine highlight the importanc…
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Concessions in Multifamily: When to Offer Them and How to Use Them Wisely
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Are concessions hurting your bottom line or helping you survive a tough market? In this episode of the Multifamily Manager Pro Podcast, we’re diving into concessions in multifamily property management. When to offer them, how to structure them, and what they actually do for your performance. Whether you're in lease-up mode or struggling with traffi…
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How Generative AI is Affecting the Demand for Legal Services and the Need for AI Fluency
11:19
11:19
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I spoke with Subroto Mukerji, the CEO of Integreon, an alternative legal and global managed services provider. We discussed how generative AI is affecting the demand for legal services, the value of “AI fluency” in the legal field, and how the legal operations discipline is evolving as generative AI becomes increasingly embedded in legal workflows.…
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477 The State of Accounting Practice Management Systems
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📌 Join my newsletter to get must-read weekly AI updates for accounting firms: https://jasononline.link/p9F 🤝 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 💰 Today's Sponsors ClientHub https://www.clienthub.app/ MakersHub https://makershub.ai/ V…
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Send us a text In this episode, Mena and Stuart unpack the latest tax updates for the 2025–26 financial year, helping listeners navigate changes that could impact their personal finances and business planning. They kick off with the Super Guarantee (SG) increase to 12%, highlighting what this means for employers and employees alike. Next, they disc…
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The Busy Trap: Why Your Hard Work Isn't Turning Into Real Growth.
30:58
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Stop banging your head against the wall trying to grow! Episode 81 of "What the Biz?!" delivers the strategic clarity every busy business owner needs. Brigitte Vegter and Daniel Proczko reveal the profound truth that busyness does not equal progress and expose the core, underlying issues that prevent growth: a fundamental supply problem or a demand…
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The Accountant Storyteller: Building Financial Narratives at High-Growth Startups
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Edwine Alphonse shares how her journey from aspiring novelist in Haiti to first accountant at high-growth companies like Circle and Ramp shaped her unique approach to financial storytelling. She discusses why accountants should embrace their power as business storytellers rather than letting finance teams take the lead, and explores how AI can free…
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AI in Healthcare: Cuezen's Approach to Driving Behavioral Change
25:09
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Sunil Shinde, a product leader and co-founder at CueZen, was the guest on the Value Drivers podcast. He shared insights into CueZen's mission, its innovative use of AI in healthcare, and his professional journey, which includes past roles at Microsoft and Harman. Sunil began his career in India with Microsoft before migrating to the United States. …
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Private Equity Financial Leadership Insights with Dennis DuBois, CFO at Creative Planning
26:48
26:48
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In this episode of CFO Weekly, Dennis DuBois, Virtual CFO at Creative Planning, joins Megan Weis to explore how interim and fractional CFOs serve as strategic resources for both buyers and sellers in private equity transactions. Dennis DuBois is known for optimizing business potential through top and bottom line growth while establishing quality re…
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476 This $2M Niche Accounting Firm Generates $1M In Cash Per Year
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Complete this form for a chance to have your firm roasted! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag Check out my app recommenations for accounting firms here https://jasononfirms.com/apps And here’s the playlist to help you build out a niche client list https://youtube.com/playlist?list=PLfiRDnXtHmsPKxYzqRRebNOFAmkfLjSwZ&si=QGpxy_Ag…
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#240 Scaling from Startup to 80+ Employees: CFO Lessons in Fast Growth with Melissa Hurrington, CFO & VP of Operations, Premier Claims
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#240 Scaling from Startup to 80+ Employees: CFO Lessons in Fast Growth with Melissa Hurrington https://open.spotify.com/episode/2axThM3x9wuvBPGhK9wmza In this compelling episode of The GrowCFO Show, Kevin Appleby interviews Melissa Hurrington, CFO and VP of Operations at Premier Claims. The conversation explores the critical challenges and valuable…
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Lessons from Project Warp Speed in How High-Velocity Partners Are Scaling AI in Manufacturing - with Emily Nguyen of Palantir Technologies
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Today’s guest is Emily Nguyen, Head of Industrials at Palantir Technologies. Emily joins Emerj Editorial Director Matthew DeMello to discuss how Project Warp Speed is helping manufacturing leaders scale AI rapidly and effectively. She breaks down the key values driving successful AI adoption — including mission focus, first-principles thinking, and…
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How Digital Transformation is Reshaping Legal Marketing in 2025
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11:19
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I spoke with Sonya Palmer, the Senior Vice President of Operations at Rankings.io, a marketing company for lawyers. We discussed how digital transformation is reshaping legal marketing in 2025, the types of marketing law firms should prioritize to stay competitive, and the key elements of a strong legal brand.…
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Vibe Coding: Delivering Client Projects Without Scope Creep or Burnout
23:48
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This episode is part 2 of a 2-part conversation with Joe Casabona, a systems architect for solopreneurs and a self-described automation geek. You can catch part 1 over on the Streamlined Solopreneur feed here What if the difference between a chaotic, scope-creeping project and one delivered calmly, on time, and on budget wasn’t just better estimati…
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