Getting Real: Accounting Tech Decisions You Need to Make Today

Aug 8, 2023

Chad Davis, a CPA and co-founder of LiveCA LLP in Canada, joins the podcast to discuss embracing technology in the accounting profession. The panel discusses the challenges of choosing and implementing accounting technology solutions, the importance of workflow solutions and tools for firm management, Microsoft tools and app integration, the significance of strong support in a tech stack partner, the challenges of tech stack changes and AI in accounting, and valuable advice and encouragement for navigating the accounting tech ecosystem.

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Introduction

00:00 • 3min

Navigating the Accounting Technology Ecosystem

02:40 • 30min

Workflow Solutions and Tools for Firm Management

32:57 • 6min

Implementing Microsoft Tools and the Importance of App Integration

39:13 • 7min

The Importance of Strong Support in a Tech Stack Partner

46:24 • 3min

The Challenges of Tech Stack Changes and AI in Accounting

49:34 • 9min

Navigating the Accounting Tech Ecosystem: Advice and Encouragement

58:46 • 2min

What to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond.

A CPA Trendlines Flash Briefing

Hosted by Seth Fineberg of AccountantsForward for CPA Trendlines

TOP TAKEAWAYS

Artificial intelligence.
Work smarter, not harder.
Managing tech expenses.
The fast track to rapid adoption.
Choosing the right tech for your firm's needs today and tomorrow.

YOUR PANEL OF EXPERTS

Chad Davis, CPA, CMA, Owner, LiveCA

Chad Davis is a CPA and a co-founder of LiveCA LLP in Canada. He co-hosted the AutomationTown podcast and has a weekly newsletter sharing solutions to common tech issues for accountants. He's also in his sixth year travelling full-time with his family in their RV across Canada and the USA.

Kellie Parks, CPB, Cloud Accounting Process and Automation Builder, Calmwaters

Parks is a Certified Professional Bookkeeper and Founder of Calmwaters Cloud Accounting. She is passionate about all things online accounting and apps that create a robust cloud accounting ecosystem. Parks is an innovator, adopting cloud financial technology for her own business in 2009, and in 2012, as soon as it came to Canada, Parks adopted QBO and has not looked back. She is QBO Advanced Pro Certified, Freshbooks Certified, Dext Certified, WagePoint Certified, QBTime Certified, a Hubdoc Advanced Partner, Plooto Partner, Ignition Partner, 17Hats Partner, Karbon Partner, PandaDoc Partner, Zoom Partner, Reply Partner, and an Acuity Partner.

Kenji Kuramoto, CEO, Founder, Acuity

Kuramoto is the Founder and CEO of Acuitywhich builds and maintains financial functions for innovative entrepreneurs. Through Acuity, he’s provided thousands of companies with a full range of financial solutions, from high-level strategic financial counsel through its fractional CFO practice, all the way to virtualized bookkeeping and tax services. Prior to Acuity, Kuramoto was the CFO of an Inc. 5000 tech company and worked in the assurance practice at Arthur Andersen.

YOUR MODERATOR

Seth Fineberg, Accountants Forward, CPA Trendlines Editor At Large

Fineberg has been an editor and journalist for over 30 years, the vast majority of which has been spent serving the accounting profession.

He has been the editor-in-chief at AccountingWeb and at Accounting Technology. He was also the technology editor at Accounting Today. His work has appeared in AdAge, The New York Times, Reuters, AiMarketing News, Fortune, CNN, B2B Magazine, Media Magazine, Revolution Magazine, Electronic Media, and Video Business.

Today, as an accounting and business-focused editorial manager and content strategist, he is one of the profession's leading analysts on the technology, trends, and winning growth and profitability strategies of tax and accounting firms and the technology companies that serve them.