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 of productized solutions.
• Where the biggest opportunities for accounting firms are.

Resources:

• Realize
• QuickBooks
• TurboTax
• NxtStep

Connecting with Jason Staats:

• LinkedIn
• Twitter
• Website

Connecting with the host:

• Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

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 continued to upgrade the firm’s business advisory services to include outsourced CFO services, budgeting and forecasting and high-level tax planning models, and free accounting and tax strategies on its social media.

As Brian is fond of saying, a CPA firm needs to think of its clients throughout the year, not just at tax time. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

• Thinking of automation in terms of the process behind it.
• How automation can improve workflow efficiency.
• Workflow efficiency tools that can bring systems together.
• How to learn about new technologies that improve workflow.
• How difficult it is to learn how to use automation technology.
• The impact automation can have on tax season.
• How accounting teams respond to new automation technologies.

Resources:

• Wendroff & Associates
• QuickBooks
• Zoom
• Gmail
• Slack
• Zapier
• Built to Sell
• The E-Myth Revisited
• NxtStep

Connecting with Brian Wendroff:

• LinkedIn
• Email

Connecting with the host:

• Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/

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 the Board of Directors for the American Institute of Certified Public Accountants (AICPA) and the Association of International Certified Professional Accountants (the Association), as well as serving as Vice Chairman of the AICPA.

Okorie also represents the State of California as a council member of the AICPA, and is a Past President of the California Society of CPAs (CalCPA) Board of Trustees for the Education Foundation, Past Chairman of the Accounting Career Awareness Program (ACAP) San Francisco Bay Area and a former adjunct professor for SFSU’s Master of Business Administration (MBA) program. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:

• The difference between public accounting and industry accounting.
• Characteristics that make people more suited to public or industry accounting.
• What public accounting can do for you.
• The six principles of leadership and how they apply to accounting.
• Why you should invest in networking and building relationships.
• How to build a network.
• How to educate yourself on the benefits of tech within accounting.

Resources:

• Kaiser Permanente
• AICPA
• Harvard Business Review
• NxtStep

Connecting with Okorie Ramsey:

• LinkedIn

Connecting with the host:

• Sean Boyce on LinkedIn

To learn how to boost the profitability of your firm without hiring by taking my 5 day email course at http://bottleneckbuster.com/