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The CPA Advisory Show

Developing & Implementing Tech in an Advisory Firm with Devin O'Brien

May 31, 2023
59:22

Celebrating ONE YEAR! Our 52nd weekly episode...


Jeremy and Chris welcome special guest Devin O'Brien (@devin_j_obrien on Twitter). Devin is the founder at Kordis, which is a virtual CFO firm that also develops custom software. The key takeaways from the episode are:

  • The challenges of developing accounting software, particularly using developers without a technical accounting background.
  • The importance of bookkeeping quality and the chart of accounts for effective accounting.
  • The need for software developers to understand accounting in order to create software that is easy for business owners to use.
  • The use of forecasting and analysis tools to help business owners understand their financial trends and make informed decisions.
  • The potential for no code development to disrupt the accounting and technology industries.

Follow the show on Twitter ⁠@CPAAdvisoryShow⁠

Jeremy Wells on Twitter ⁠@JWellsCFO⁠

Chris Hervochon on Twitter ⁠@ChrisHervochon


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