Category: Cloud Firms
Adopting Tech And Automation Into Your Accounting Practice – Podcast with Jesse Rubenfeld And Tom Zehetner
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...
How the Accounting Industry is Evolving and How You Can Join the Change – Podcast with Jason Blumer
If you’ve been in the accounting industry for some time you know first-hand how it is changing. We’ve seen a growth of cloud-firms emerge and owners transition into advisory roles....
From Traditional to Cloud: How to Transition Your Accounting Firm with Barbara Agerton
If you’re looking for practical tools and implementations for converting to the cloud from a traditional firm give this podcast a listen. Barbara and I dive into what her transition...
Trends and Advice for Modernizing your Accounting Firm with Bruce Coombes (Podcast)
Bruce Coombes joined us on Accountants’ Flight Plan, all the way from Australia. He offered interesting insight into some universal truths in the accounting profession. Bruce became a chartered accountant...
How to Modernize your accounting firm to Go Virtual (Podcast)
The Poe Group team met Carla Caldwell at the AICPA Engage conference this year and we invited her on the podcast to discuss what everyone wants to know about… tech....
How to make your Accounting firm more valuable (Podcast)
A conversation on Cash-flow, Cloud Accounting firms, Multiples and Everything In between Check out our latest podcast with Geraldine Carter on her show “Business Strategy for CPAs.” We discussed how...
Accountants are Going into the Future Kicking and Screaming with Liz Farr (Podcast)
Liz Farr is a CPA and full-time freelance writer for the accounting profession. Her words have been in Forbes, CFO.com, Accounting Today and the Journal of Accountancy to name a...
Building a Cloud-Based Accounting Firm with Ryan Lazanis(Podcast)
Recently, Brannon had an exciting conversation with Ryan Lazanis. Ryan is a CPA who considers himself more of an entrepreneur than an accountant. In 2013 he founded a fully cloud-based accounting...
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