Accounting Intelligence Podcast
Increasingly, accounting firms don't have enough labor to meet the record high demand for their services. Accounting intelligence combats this by using automation, AI and technology to maximize the impact of accountants and bridge the labor gap.
In this podcast, we highlight thought leaders in client advisory & accounting services, IT leaders, and automation experts to help you address the challenge.
Don't miss out on being intelligent! Subscribe!
Be the first to know when a new episode of the Accounting Intelligence podcast drops!
Our podcast is on hiatus
Enjoy our legacy episodes while we do some behind-the-scenes work. If you subscribe, we'll still let you know when we resume normal episodes.
In this week’s episode, Deneen Diaz of Botkeeper shares her perspective on why technology is the foundation of CAS and why and how to grow your CAS practice. She covers topics including what CAS isn't, the evolution of a CAS practice, and why clients want to outsource more to you.
E19: Technology as the Foundation of CAS
E18: Activate accounting intelligence in your firm through automation
This week's conversation is between Heather Sperduto from ADP, Deneen Dias from Botkeeper, and Mike Triantos from Jirav. They discussed all things CAS, building enterprise value, and the future of advisory work. Enjoy!
E17: Integrating Tax Advisory & Client Advisory Services
Join Andrew Argue, CPA, founder and CEO of Corvee in this session as he shares how your firm's success rests on your ability to assume an advisory role for your clients. Accountants who add Tax Advisory Services (TAS) to their offerings are seeing enormous success. Why? Because they become an all-in-one tax and accounting partner to their clients. Let’s listen in
E16: Where are you in your CAS journey?
This week's conversation is between CAS leaders, Christine Triantos, Principal at BDO, Dixie McCurley, Partner at Cherry Bekaert and Deneen Diaz with Botkeeper. Covering topics ranging from outsourcing to leadership to technology this conversation is a wealth of perspective that could benefit any CAS professional. Let's listen in.
E15: Overcoming well-intentioned resistance: helping your team confidently step into change
You’ll be hearing a conversation between Will Hill with Will Hill Consults, Christopher Papin, with Papin CPA, and Deneen Dias with Botkeeper. Change is inevitable but how do you get your CAS and accounting practices to evolve with it? How do you get your CAS team to see automation as a good thing? These questions and more are discussed in this in-depth conversation. Enjoy!
E14: Crypto, CAS Practices and Combating Volatility with Pat White, Bitwave
In this week’s episode, you’ll be hearing a conversation between Pat White, CEO & Cofounder of Bitwave and Enrico Palmerino, CEO & Founder of Botkeeper. Bitwave is the first digital asset finance platform designed specifically to manage the intersection of cryptocurrency tax, accounting, and compliance, enabling the financial revolution made possible by cryptocurrency. In Pat & Enrico’s conversation, they cover topics ranging from the impact of digital assets on balance sheets, what can we learn from crypto volatility, and how can your CAS practice help businesses with crypto and digital assets. Enjoy!
E13: Intuits renewed focus on Accountants, updates to QBO, and more with Ashleigh Sutter, Intuit
This week’s episode is a conversation between Ashleigh Sutter, Director of Sales at Intuit and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Ashleigh Sutter has spent her career working in every accounting function from audit to tax to advisory and much more. Most recently, she joined Intuit to help serve & support the accounting profession. In Deneen and Ashleigh’s conversation, they cover topics ranging from how to use the advisory model internally, updates to Quickbooks Online, and how to be a thought leader not just about your product. Let’s listen in.
E12: Client & Capacity Management How Tos for Your Selling Season
In this week’s episode, you’ll be hearing a fireside chat between Matt Jagst with Botkeeper, Spencer Christeck of Tallyfor, and Seth Finberg, an independent Editorial Manager & Content Strategist. Their conversation covers topics ranging from tackling capacity, how to specialize, and how to balance a craft mindset vs. business mindset. They bring their combined 70 years experience of being in the accounting profession to the table for a riveting discussion. Enjoy!
E11: Run your firm like a machine, avoid the chaos and become a Future Firm with Ryan Lazanis, CPA
In this week’s episode, you’ll be hearing a conversation between Ryan Lazanis, Founder of Future Firm and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Before starting Future Firm, Ryan was a practicing CPA that scaled and sold his practice in under 5 years. He now shares his learnings through coaching and content through Future Firm. In Deneen and Ryan’s conversation, they cover topics ranging from how to run your firm like a machine, productize your services with different offerings, and increase capacity by raising prices. Let’s listen in.
E10: Productizing your CPA services & getting away from doing too much tax with Darren Root, CPA
In this episode, you’ll be hearing a conversation between Darren Root, CEO at Rootworks & Deneen Dias, VP of Strategic Partnerships at Botkeeper. Darren Root has been a practicing CPA for 30 years and started Rootworks 15 years ago. Rootworks was formed with the core objective of helping accounting firms get better every day and they have over 1,000 members. In this conversation, Deneen & Darren cover topics ranging from productizing your CPA services, getting away from doing too much tax, and the role of a smart client manager in your firm. Enjoy!
E09: Accounting Processor Role, One Touch Concepts, and Ideal Tech Stack with Patrick Strausbaugh, CPA
In this episode, you’ll be hearing a conversation between Patrick Strausbaugh, Managing Partner at Oak CPAs and Enrico Palmerino, CEO & Founder at Botkeeper. Patrick Strausbaugh is the co-founder and managing partner at Oak CPAs PLLC. He came into the accounting profession in an unusual way with a background in financial analysis from his stint in insurance and software companies. His conversation with Enrico covers topics ranging from the new accounting integrator/processor role, Patrick’s ideal tech stack, great non-tech solutions for accounting, and much more.
E08: Change The Value Equation Of Advisory with Geni Whitehouse, CPA
In this episode, you’ll be hearing a conversation between Geni Whitehouse, CPA, founder of The Impactful Advisor and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Geni is a speaker, author, CPA coach, and owns her own accounting firm. Geni & Deneen’s conversation covers topics ranging from the biggest challenges to advisory, how to start an advisory practice, and much more. Enjoy!
E07: What's Actually Broken in Public Accounting & How To Fix It with Chase Birky, CPAa
In this episode, Chase Birky, CEO & Co-Founder @ Dark Horse CPAs shares his perspective on why public accounting is broken and how to fix it. He created the only accounting firm that puts CPAs in a position to build a 6-figure book of business in 6-months, supporting their professional and personal growth. He shares his thoughts on the primary issues of the accounting professional, why the firm's primary customer should be the CPA, and much more.
E06: Innovation Framework, Growth Strategies and What’s Holding Your Firm Back with Gale Crosley, CPA
In this episode, you’ll be hearing a conversation between Gale Crosley, CPA and founder of Crosley & Company and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Gale is a leading strategic organic revenue growth consultant to hundreds of large, and large-thinking CPA and accounting firms worldwide. She combines experience of a highly successful consultancy, with over two decades growing technology companies ranging from startups to IBM, as well as early years as a practicing CPA. In the conversion, Gale & Deneen cover topics ranging from what’s holding the accounting profession back, how to innovate, and how to increase profitability.
E05: A New Mindset, Getting Leverage, and Saying Yes To Demand with Shannon Vincent
In this episode, you’ll be hearing a conversation between Shannon Vincent, Founder of ReNew Group, and Deneen Dias who is the VP of Strategic Partnerships at Botkeeper. Shannon Vincent has dedicated his entire career to working with accountants in various capacities.He shares his mindset on how to grow your firm profitability, what we can learn from Airbnb/Uber, and much more.
E04: War For Talent, Building a CAS Practice, and The Customer Experience with Dixie McCurley, CPA
In this episode, you’ll be hearing a conversation between Dixie McCurley, Partner & CAS leader at Cherry Bekaert and Deneen Dias, VP of Strategic Partnerships at Botkeeper. Dixie McCurley has over 10+ experience building advisory practices at accounting firms. She shares her insights on how to create amazing customer experiences, what’s CAS 2.0, and how to combat the war for quality talent.
E03: Why Are There Not Enough New Accountants with Blake Oliver, CPA
In this episode, you’ll be hearing a conversation between Blake Oliver, Founder & CEO Earmark CPE and members of the Botkeeper team. Blake Oliver and the Botkeeper team discuss everything from why are there not enough new accountants entering the profession to how firms can combat the labor shortage and much more.
E02 - 6 Figure Engagements & The 4 Pillars of CAS with Chris Gallow
This episode is for you if you're looking to build and scale an advisory practice. Chris Gallow, a client accounting leader at BerganKDV, and Deneen Diaz, VP of Strategic Partnerships at Botkeeper lead the conversation. Chris Gallow shares in deep knowledge of building a highly profitable advisory practice that's growing 100% YoY at the time of this recording. In addition, they cover topics like how to get buy-in on new technology, how to structure your monthly engagements, and much more.
E01 - The Future Of Work, Accounting and Culture with Brad Smith
In this episode, you’ll be hearing a riveting conversation covering topics ranging from the future of remote work, the accounting profession, and so much more! Featuring Brad Smith, former Chairman & Chief Executive Officer at Intuit, and Enrico Palmerino, founder & CEO Botkeeper.
Trailer of Season 1