Ep. 347: Jon Morris - Leveraging AI and Technology for Modern Financial Success

Ep. 347: Jon Morris - Leveraging AI and Technology for Modern Financial Success

Join Adam Larson as he sits down with entrepreneur and founder Jon Morris, the mind behind Rise Interactive and Fiscal Advocate. Jon shares the story of how he scaled a digital marketing agency from its early days and how picking the right industry can make or break a business. Hear firsthand about the unconventional talent strategies that fueled his journey—like recruiting investment bankers and traders into digital marketing—and how he now applies these lessons to the competitive world of accounting and FP&A.

In this conversation, Jon Morris opens up about why he bets big on technology, his approach to AI in finance, and the importance of accuracy and trust in automated systems. He talks about building tools like an AI CFO copilot, keeping customers close for the long haul, and why creating a sense of urgency in finance roles still takes a human touch, even in the age of AI.

This episode is packed with honest stories, practical insights, and a little inspiration for anyone considering how to grow a business or leverage technology to stand out in a crowded market.

Episoder(390)

Ep. 348 - The Power of IMA Shared Interest Groups: Leadership, Collaboration, and Practical Insights

Ep. 348 - The Power of IMA Shared Interest Groups: Leadership, Collaboration, and Practical Insights

What exactly makes a community thrive, especially one built for professionals around the globe who are passionate about the same topics? In this lively and insightful episode, Amanda Bernard, Tala Kha...

27 Apr 29min

Ep. 346: Sharrin Fuller - Letting Go and Leveling Up for Smart Firm Growth

Ep. 346: Sharrin Fuller - Letting Go and Leveling Up for Smart Firm Growth

Get ready for an eye-opening conversation with Sharrin Fuller, a serial entrepreneur, founder and strategic advisor at Glass Wallet Ventures, and a true expert on scaling accounting firms the smart wa...

13 Apr 40min

Ep. 345: Helen Hastings - Empowering Finance Teams with Automation and Continuous Close Technology

Ep. 345: Helen Hastings - Empowering Finance Teams with Automation and Continuous Close Technology

Ready for a fresh take on accounting and finance? In this episode of Count Me In, Adam Larson sits down with Helen Hastings—Stanford-trained software engineer turned founder of Quanta—for a conversati...

6 Apr 31min

Ep. 344 - Timothy Wingate - Leadership and Resilience: Using Family Values to Build a Strong Business

Ep. 344 - Timothy Wingate - Leadership and Resilience: Using Family Values to Build a Strong Business

Welcome back Timothy Wingate! In this episode of Count Me In, Adam Larson welcomes Timothy for a refreshingly honest conversation that goes far beyond accounting. Timothy shares the story of his entre...

30 Mar 35min

Ep. 343: Sharoon Thomas - Improving Financial Accuracy with Operational and Tech Alignment

Ep. 343: Sharoon Thomas - Improving Financial Accuracy with Operational and Tech Alignment

On this episode of Count Me In, Adam Larson sits down with Sharoon Thomas, founder of Fulfil, for a lively conversation about the unique accounting challenges facing direct-to-consumer (D2C) brands. S...

23 Mar 28min

Ep. 342: Simone Ahuja - How to Innovate and Thrive by Doing More with Less

Ep. 342: Simone Ahuja - How to Innovate and Thrive by Doing More with Less

In this engaging episode, Adam Larson chats with Dr. Simone Ahuja about her remarkable career journey from dentist to documentary filmmaker, author, and creative problem-solving champion. Simone offer...

16 Mar 30min

Ep. 341: John Glasgow - Why the World Needs a Modern ERP and What Makes It Different

Ep. 341: John Glasgow - Why the World Needs a Modern ERP and What Makes It Different

On this episode of Count Me In, Adam Larson sits down with John Glasgow, founder and CEO of Campfire, for a candid conversation about building a company and transforming finance teams with AI-driven E...

9 Mar 32min

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