It’s time we talk tech. In this episode, I interview Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth. In our book, Prepare Your CPA Firm For A Sale we discuss how automation can be a tool for capacity and while it can be an initial investment in time, it usually helps the whole organization use their time on more lucrative and client-focused work.
With these guys, we dive deep into the topic of automation including the three main characteristics of an automated process. Jesse and Tom recognize existing technology in the accounting industry while highlighting the need for more tech adoption.
This podcast touched on:
- Tech Adoption in Accounting
- Using automation to transform pain points
- The benefits of conducting an automation audit
Jesse and Tom are driven by a shared passion for revolutionizing accounting. Their collaborative efforts aim to develop tools that empower accountants and business leaders to overcome challenges and expedite their growth.
You can listen to the podcast on the player below or watch the latest episode here!
Time stamps:
00:54 – Introduction
08:14 – History of FinOptimal
10:00 – What You Should be Automating
14:57 – Important Characteristics of an Automated Process
22:37 – The Current Journey of Automation
To connect with Jason or Tom, follow them on Linkedin (Jesse; Tom), or give their podcast, Not Another Accounting Podcast, a listen.
If this conversation inspires you to start improving your practice, check out Accounting Practice Academy. We have a workshop that focuses on improving your cashflow to above 50% and reducing your owner hours to under 2,000 annually.
