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Digital CPA by CPA.com
Becoming your clients' trusted tech advisor with Jim French
May 29, 2024
Jim French, CFO of IFI Professionals, shares his expertise on navigating the technological landscape for CPA firms. He discusses the challenges businesses face in integrating diverse systems and managing data effectively. Jim emphasizes the shift towards multidisciplinary advisory practices, the need for timely insights, and integration of service lines. He also highlights the transformative power of AI in enhancing client relationships and decision-making, creating a new landscape for advisory services that offer unparalleled value through strategic tech solutions.
29:14
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Quick takeaways
- CPA firms must integrate technology into their advisory services to meet business leaders' demands for data access and system connectivity.
- The podcast emphasizes the importance of cohesive service offerings, allowing firms to align better with client needs through a unified approach.
Deep dives
The Convergence of Technology and Advisory Services
The podcast explores the growing need for CPA firms to rethink their approach to technology as a core part of the advisory services they offer. Business leaders today require better access to data and connectivity between various systems to enhance automation and derive deeper insights from integrated financial and operational data. The discussion emphasizes that many organizations lack the time and resources to effectively leverage the rapidly evolving technology landscape, prompting them to seek guidance from trusted advisors. This shift presents a significant opportunity for CPA firms to add value by integrating technological solutions into their advisory services rather than merely implementing separate applications.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode