Navigating Partnerships in Accounting: Communication and Collaboration

Peek inside the firm powering real-time finance for 1,000+ companies with just 100 staff.

The Concierge CPA
With Jackie Meyer
For CPA Trendlines

In this episode of the Concierge CPA Podcast, Dr. Jackie Meyer interviews Matt Tait, founder and CEO of Decimal, a firm that leverages AI and technology to enhance accounting operations. Matt shares his journey from being a lawyer to creating a client-centric accounting experience, emphasizing the importance of technology in streamlining workflows and improving client engagement. 

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The conversation also delves into the significance of fixed-fee pricing, the role of AI in automating accounting tasks, and the value of strategic partnerships in the accounting industry. In this conversation, Tait and Meyer discuss the intricacies of partnerships in tax advisory, the challenges of scaling service-based companies, and the importance of hiring and training in a global workforce. They emphasize the need for transparency in outsourcing bookkeeping and share insights from case studies in the industry. The discussion also touches on personal experiences and fun insights during a lightning round.