Welcome to the Digital CPA Podcast! In our latest episodes, we’ve delved into advisory services, and today, we’re shifting our focus to the technological trends shaping the future of CPA firms.

In this episode, we explore how the convergence of technology, data, and system integrations is transforming business needs and expectations. Business leaders are increasingly seeking:

• Frequent access to data
• Enhanced connectivity between systems for increased automation and reduced delays
• Comprehensive business insights by merging financial and operational data

Despite the potential of technical adavancement to enable business leaders, many organizations lack the time, resources, or expertise to fully leverage today’s technologies. This is where trusted advisors play a crucial role.

Our guest, Jim French, CFO of IFI Professionals, has been at the forefront of helping businesses and advisors develop strategies to capitalize on the intersection of technology and advisory services. With a background in accounting from a Big 4 firm and over 20 years in software development and delivery, Jim’s unique perspective as a former CEO, CFO, and COO enables him to provide valuable insights into these emerging trends.

Join us as we sit down with Jim French to discuss how advisors can bridge the gap in the market and bring unparalleled value to their clients through innovative technology strategies.

For more episodes and resources, visit www.CPA.com. Stay tuned for our upcoming episodes featuring industry leaders driving innovation and transformation in finance and technology.

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The Future of Client Advisory Services 

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