Future Firm Accounting Podcast

Each and every day we scan through 100, maybe even 1000's, of social media posts. It's to the point where if you're getting involved in social media marketing that it's almost impossible to cut through the noise. If you're interested in social media for accountants and in using it in your firm, fear not. Katie Thomas, CPA has you covered. She has almost 10,000 Instagram followers, a loyal Linkedin audience with super high engagement and a newly started Youtube channel. In this episode she shares her tips & tricks when it comes to social media for accountants and how accountants, bookkeepers & CPA's get up their game and get started.

Botkeeper is one of the hottest tech startups in the accounting space. They designed an artificial intelligence based bookkeeping platform paired with accountants to help automate the bookkeeping process for those looking to outsource their bookkeeping (firms & companies alike). I was interested to learn more about exactly how Botkeeper works and how their service has been helping firms who want to scale their bookkeeping services, so I spoke to their CEO, Enrico Palmerino about it. What is Botkeeper? How does it work? What tips does Enrico have for firms before outsourcing and what's on the horizon for automated bookkeeping? Listen to find out.

ConnectCPA is a remote firm of 26 people that won the Xero Platinum Part of the Year award in North America in 2018. I was curious about how this firm made the transition towards being a distributed team. I had a chance to chat with Mike Pinkus & Lior Zehster, partners at the firm, about some of their tips for other firms other looking to make the transition to managing a remote accounting firm.

Freshbooks is the 2nd largest small business accounting software company in North America and I had a chance to chat with their CEO to talk about what's on the horizon for cloud accounting apps. Recently, Freshbooks received a major investment from JPMorgan Chase and I was curious about the implication on cloud accounting due to this deeper banking relationship, how it may affect your firms and how we might see cloud accounting evolve.

Welcome to episode 1 of the Future Firm Accounting Podcast! I'll be sitting down with thought leaders in the accounting space from around the world to hear their stories about innovation in order to help you and your firms see into the future and to help modernize your firms. In this episode, I chat with Kenji Kuramoto and Matthew May, partners at one of the leading clouding firms in the US, Acuity, based out of Atlanta.   The firm was named one of the best firms to work for in 2019 and they have a team of over 80 people working fully remotely. Check out their story as to how they got there, how they manage their team and how they keep on innovating.  

I sit down with Xero's Country Manager in Canada to learn about the future of cloud accounting in Canada and the trends that he's following that impact firms across the country.