Seth Fineberg

Seth Fineberg, Owner of Accountants Forward LLC and a veteran journalist in the accounting field, discusses his mission to connect tech vendors with accountants effectively. He emphasizes the growing importance of trust in customer relationships and how tech vendors can support small businesses. Seth reflects on his transition from journalism to accounting, shares insights on the transformative impact of automation, and outlines his plans to launch a content platform to elevate the profession.

Seth Fineberg, a technology consultant and thought leader in accounting, shares invaluable insights on optimizing your firm’s tech strategy. He discusses the crucial role of technology in driving efficiency and growth, while emphasizing the importance of reassessing tech partnerships. Seth advocates for attending industry conferences to boost tech knowledge and networking opportunities. He also explores strategies for smooth software integration and highlights how quantifying time savings can enhance productivity—don’t miss the upcoming Firm Growth Forum for more!

In this engaging discussion, Seth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, delve into the evolution of financial advice. They highlight the shift from transactional to comprehensive wealth management, emphasizing the importance of empathy in client relationships. Learn about common mistakes in filing for Social Security and how proactive engagement can optimize financial outcomes. The conversation also touches on the necessity of financial literacy for the next generation and the transformative role of technology in adviser-client dynamics.