The Benefits of Custom Automation with Wesly Hartman

The Benefits of Custom Automation with Wesly Hartman

Wesley Hartman, founder of Automata Practice Development, discusses the implementation of automation in CPA firms. He explains that his company builds custom automation specific to accounting firms, focusing on areas such as client onboarding, tax return processes, and document management. Wesley emphasizes that automation can help increase capacity and reallocate time to more value-driven tasks. He suggests that firms of all sizes can benefit from automation, with larger firms being ab...

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De-Risking Technology Strategy: How CFOs Can Leverage Battle-Tested Experts

De-Risking Technology Strategy: How CFOs Can Leverage Battle-Tested Experts

In this episode of FinFactor, host Blaine Bertsch speaks with Keith Daser, Founder and CEO of Deliver Digital, about how CFOs can navigate critical technology decisions without falling prey to traditi...

9 Syys 43min

The Psychology of Corporate Scams: Building a Strategic Human Firewall in the Office of the CFO

The Psychology of Corporate Scams: Building a Strategic Human Firewall in the Office of the CFO

In this episode of FinFactor, host Blaine Bertsch sits down with security analyst and bestselling author Robert Siciliano to unpack the rapidly evolving landscape of AI-driven scams, wire fraud, and c...

23 Heinä 34min

How Sales Data is Lying to You: The CFO’s Guide to Retail Traffic Analytics

How Sales Data is Lying to You: The CFO’s Guide to Retail Traffic Analytics

In this episode of FinFactor, host Blaine Bertsch sits down with Mark Ryski, founder of Headcount and author of Store Traffic is a Gift, to break down why point-of-sale (POS) data alone cannot give th...

24 Kesä 28min

Laurent Marcelis "Beyond the P&L: Why CFOs Must Own Non-Financial Risk Reporting"

Laurent Marcelis "Beyond the P&L: Why CFOs Must Own Non-Financial Risk Reporting"

The CFO role is undergoing a significant transformation as non-financial risk reporting moves from a regulatory "tick-box" exercise to a core driver of enterprise value. In this episode of FinFacto...

20 Touko 22min

M&A Crime Scenes: Why 70% of Deals Fail and How CFOs Can Fix It

M&A Crime Scenes: Why 70% of Deals Fail and How CFOs Can Fix It

In this episode of FinFactor, host Blaine Bertsch sits down with 35-year CPA and M&A expert Holli Moeini to uncover the "crime scenes" that destroy deal value for mid-market companies. While many CEOs...

23 Huhti 34min

Humanoid Robotics & the CFO: Preparing for the $8/Hour Workforce

Humanoid Robotics & the CFO: Preparing for the $8/Hour Workforce

The office of the CFO is standing at the precipice of a "Great Transition." As AI and humanoid robotics evolve at light speed, the traditional metrics for capital allocation are being rewritten. In th...

2 Huhti 43min

Fractional IT Leadership: Cut Tech Waste, Avoid Vendor Lock-In, Rescue Stalled ERP Projects

Fractional IT Leadership: Cut Tech Waste, Avoid Vendor Lock-In, Rescue Stalled ERP Projects

If you’re a CFO in a growing mid-market business, the real cost of “good enough” IT shows up fast: redundant software (shadow IT), unmanaged vendor renewals, expensive surprises, and tech projects tha...

18 Helmi 25min

Abhijit Verekar on Why Most AI Pilots Fail: A Candid Look at Tech, Data, & ERP Reality

Abhijit Verekar on Why Most AI Pilots Fail: A Candid Look at Tech, Data, & ERP Reality

In this episode of FinFactor, Blaine Bertsch sits down with Abhijit Verekar, founder of Avero Advisors, to unpack one of the biggest misconceptions in today’s tech landscape: that public agencies and ...

3 Helmi 30min

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