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 ..read more

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! This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled accountants. Their clients receive 24/7 accounting and support as well as incredible insight into their clients' financials with interactive dashb ..read more

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 This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence, and skilled ..read more

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! This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, artificial intelligence ..read more

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! This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to ..read more

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. This episode is sponsored by Botkeeper: R ..read more

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! This episode is sponsored by Botkeepe ..read more

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. This episode is sponsored ..read more

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! This episode is sponsored by Botkeeper: Ready for the future of accounting? Botkeeper provides automated bookkeeping support to Accounting firms by using a powerful combination of machine learning, arti ..read more

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 ..read more