Accounting Automation

10 Episodes
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By: NxtStep

Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.

How the Scarcity of Accountants Will Affect the Future of Accounting with Realize’s Jason Staats
#140
09/27/2022

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 fu...


Connecting Systems and Creating a Tech Stack with Wendroff & Associates, CPA’s Brian Wendroff
#139
09/20/2022

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 cont...


Public Accounting vs. Industry Accounting with Kaiser Permanente’s Okorie Ramsey
#138
09/13/2022

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 Di...


The Benefits of Being a CPA with Fieldguide’s Byron Patrick
#137
09/05/2022

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.Th...


What Data Scientists Can Do for Your Firm with K2 Enterprises’ Randy Johnston
#136
08/29/2022

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.


...


Implementing Organizational Change with Will Hill
#135
08/22/2022

Will Hill worked at Thomson Reuters for over 20 years and worked his way up to the Senior Product Marketing Manager role. After leaving Thomson Reuters Will started his own business Will Hill Consults where he helps firms work through external and internal change.


Will was listed by Accounting Today in 2021 as one of the "Top 100 Most Influential People in Accounting". Here are a few of the topics we’ll discuss on this episode of Accounting Automation:


The intersection between people and process.How to stay focused on improving efficiency.How to...


Remote Working Security with IntrapriseTechKnowlogies’ Donny Shimamoto
#134
08/15/2022

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 recruiting and retention pr...


How the Blockchain is Affecting Accounting and Finance with Dr. Sean Stein Smith
#133
08/08/2022

Dr. Sean Stein Smith is an award-winning researcher, professor, entrepreneur, and enthusiast for blockchain, crypto assets, and the impact on emerging technologies. Here are a few of the topics we’ll discuss on this episode of Accounting Automation:


How blockchain and crypto relate to accounting and finance.The direct impact Bitcoin is having on accounting.How automation can be used in the blockchain.Examples of where blockchain technology has been applied in industry.The benefits of operationalizing blockchain for healthcare.The future disruption blockchain will cause the accounting industry.


Resources:

AI...


Cybersecurity for Accountants with Right Networks’ Roman Kepczyk
#132
08/01/2022

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. How to make a secure password. The da...


Becoming a Change Agent for Accountants with Aprio’s Mike Maksymiw
#131
07/25/2022

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 acco...