How Finance Automation Can Transform Your Accounting Firm With Tom & Jesse

Accounting Flow is a podcast deep dive into accounting firm workflow & processes. Each episode, we uncover specific processes that firm owners and operators encounter on a daily basis and discuss ways to improve them. Brought to you by Financial Cents and hosted by Roman Villard, CPA and Shahram Zarshenas.

Step into the latest buzz on the Accounting Flow Podcast🎉

In this episode, we're getting insights straight from the innovators at FinOptimal, Tom and Jesse where they share with Roman Villard, CPA how automation is reshaping the accounting world.

They also touched on how FinOptimal's sleek solutions are cutting through the clutter, reducing mistakes, and empowering firm owners to zoom in on what really matters.

Tune in now!

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Chapters

• 0:00 Introduction
• 1:02 Automating financial operations and productizing software
• 4:51 Automating accounting processes and products
• 9:33 Productizing accounting services for a SaaS company
• 11:57 Automating accounting services using AI and productization
• 16:52 Automation in accounting firms and selecting the right tools
• 20:52 Documentation and automation in product development
• 23:56 Automation, documentation, and sharing processes
• 25:40 Improving accounting firm processes and scalability
• 29:49 Automation and commoditization in the accounting industry
• 31:34 Automation in accounting, client relationships, and product development