Jason Statts is a CPA firm owner and the creator, manager and owner of the online accountant community Realize. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: Common challenges accounting firms have when adopting new tech. How personal-based productivity differs from software-based productivity. How modern accounting firms are changing the way we do things. Ways technology is widening the gap of productivity. How to know which software will work the best for your accounting firm. What will happen to firms that are resistant to industry change. The future ..read more

Following four years of Military service, including a tour at the Pentagon for the Secretary of Defense’s Office, and work experience as a staff accountant at the International Accounting Standards Board in London, England and local CPA firm, Brian founded Wendroff & Associates, CPA in 2006. He quickly established himself as an Entrepreneur’s CPA and an expert in technologically advanced accounting systems, being one of the first firms nationwide to offer complete online accounting solutions. Since its founding, Wendroff & Associates has grown in size each year and Brian has continue ..read more

Okorie Ramsey has been a CPA for almost 15 years and is currently the Vice President of Sarbanes/Oxley at Kaiser Permanente and the Vice Chairman of the American Institute of Certified Accountants. Okorie is a California Certified Public Accountant (CPA), Project Management Professional (PMP), and Chartered Global Management Accountant (CGMA). He also holds a bachelor’s degree in Business Administration with a concentration in Accounting from San Francisco State University (SFSU) and a Kaiser Permanente Executive Leadership Program Certificate from Harvard Business School. Okorie serves on t ..read more

Byron Patrick is the VP of Customer and Operations at Fieldguide, Chairman of the Board of the Maryland Association of CPAs and is recognized as an industry leader on technology topics impacting CPAs. Byron specializes in helping CPAs and small businesses leverage technology and speaks at industry conferences around the country. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The CPA tattoo Byron has. Why CPA's have a bad reputation. The opportunities there are in accounting. The echo chamber in accounting subreddits. The advantages of having an accounti ..read more

Randy Johnston has worked in programming for over 60 years and is currently the Executive Vice President at K2 Enterprises and the CEO & Co-Founder of Network Management Group, Inc. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: Future technological changes that will affect Accounting Firms. How to prepare yourself for future changes in technology. The increased need for data scientists within accounting. How to train people to become data scientists. What data can do for your firm. How advisory work can help with retention and workflow. Resources ..read more

Donny Shimamoto is the Founder and Senior Member of the IntrapriseTechKnowlogies consulting and management team, where he helps business owners streamline their business systems, develop business system applications and learn effective organizational design. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The increase in hybrid work and what this means for organizations. The security dangers of working from home. Best practices to increase remote working security. The costs of a data breach. What VDI infrastructure is and how to implement it. How to fix r ..read more

Roman Kepczyk is Director of Firm Technology Strategy at Right Networks, where he focuses on helping firms throughout North America use information technology by educating and directing owners towards today's optimized CPA firm production processes. Roman is also a Lean Six Sigma Black Belt, AICPA Certified Information Technology Professional, and CGMA. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: Common issues firms have with their cybersecurity.  Cybersecurity risks for accountants.  Misconceptions firms make around their cybersecurity.&nb ..read more

Mike Maksymiw is a Change Agent for the accounting profession and the Executive Director and Leader of Aprio Firm Foundation where he shares resources, coaching, and networking opportunities with small and midsized CPA firms. Mike’s focus is on impacting the progress on key issues facing the profession, including women/family initiatives, DEI, work-life harmony, and value rather than time. Here are a few of the topics we’ll discuss on this episode of Accounting Automation: The benefits of joining a leadership academy. How Mike became a Change Agent for accountants. The difference between pr ..read more

A ..read more

A ..read more