Podcasts about floqast

Sylvia LePoidevin is the CMO at Kandji, a B2B SaaS company that provides Apple device management and security automation for IT and security teams. She joined Kandji as its fourth employee and rose to CMO by her late twenties, leading marketing during its rapid growth to an $850 million valuation. Before Kandji, Sylvia held key product marketing roles at DataFox and Oracle AI and was the first marketing hire at FloQast, now a billion-dollar company. In this episode… Standing out in B2B marketing has never been more difficult or more essential. With noise at an all-time high and AI reshaping content at scale, how can marketing leaders create lasting brand impact and foster genuine community around their companies? According to Sylvia LePoidevin, a seasoned marketing leader who has scaled multiple brands from the ground up, the key lies in focusing on people-first branding and building content engines powered by strategic AI use. She highlights the importance of empowering internal influencers and subject matter experts to lead brand storytelling, rather than relying solely on corporate messaging. The result is a more authentic and differentiated brand presence that cuts through digital clutter. Sylvia also emphasizes the value of niche-focused communities and original content anchors as foundations for an efficient, AI-enhanced content flywheel. In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Sylvia LePoidevin, CMO at Kandji, to talk about reinventing modern B2B marketing through branding, community, and AI. They discuss why people — not logos — build the strongest brands, how anchor content drives scalable distribution, and why marketers must continuously reinvent themselves to lead effectively. Sylvia also shares insights on navigating long buyer journeys and rising acquisition costs.

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.In this episode, I sat down with Logan Bartlett, Managing Director of Redpoint Ventures. We explore the evolving landscape of venture capital and startup investing and dive deep into the challenges facing unicorn companies post-2021, the transformative potential of AI, and the critical factors for successful startup investments. Logan shares insights on identifying promising founders, navigating market uncertainties, and the importance of adaptability in both founding teams and venture capital. Key takeaways include the need for founders with rapid learning capabilities, the potential disruption and opportunities in AI, the changing dynamics of startup valuations and exits in a challenging market environment, and so much more.About Logan BartlettLogan Bartlett is a Managing Director at Redpoint Ventures, where he leads early-growth investments in enterprise software, with a focus on infrastructure, SaaS, and AI. Since joining Redpoint in 2020 after six years at Battery Ventures, Bartlett has backed high-growth companies such as Ramp, Cribl, Cyera, Monte Carlo, FloQast, Crossbeam, and Workato. His work has earned him recognition on both the Forbes 30 Under 30 and the Midas Brink lists.Beyond investing, Bartlett hosts The Logan Bartlett Show, a podcast featuring in-depth conversations with top founders, operators, and investors. The show offers insights into startup growth, market cycles, and venture capital strategies, and has become a respected resource within the tech ecosystem.Redpoint Ventures, founded in 1999, is a venture capital firm that partners with visionary founders to create and redefine markets. The firm invests in startups across various stages, from seed to growth, and has backed over 578 companies, including industry giants like Snowflake, Looker, Kustomer, Twilio, and Netflix. With 181 IPOs and M&A exits and managing $7.2 billion across multiple funds, Redpoint's expertise in guiding businesses toward success is well-established.Timestamps:In this episode, we discuss:* Logan Bartlett's Path into Venture Capital (1:46)* The 2021 Unicorn Logjam and Future Outlook (4:38)* AI's Role in Reshaping Legacy Companies (8:32)* Liquidity Challenges and Growth Stage Investing (11:16)* Portfolio Construction and Risk Balance (17:16)* Underwriting Series B Investments (22:41)* Portfolio Composition and Risk Appetite (26:36)* Evaluating AI Companies and Revenue Durability (30:01)* Forecasting and Macro Underwriting (35:32)* Key Investment Decision Criteria (40:11)* Traits of Successful Venture Investors (45:28)* Final Thoughts and Takeaways (49:58)I'd love to know what you took away from this conversation with Logan. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Mike Whitmire returns to The Unique CPA to share his unique perspective on the profession on Episode 213. The co-founder and CEO of FloQast, Mike talks to Randy about the expansion and shift in responsibilities for controllers and others within accounting, going beyond traditional functions to include operational efficiency and strategic planning. Focusing on the impact of technology and AI in automating mundane tasks, Mike explains that accountants' ability to focus on more high value work is key to this transformation. Rather than the talent pipeline issue being a major concern, Mike emphasizes that by using oft-discussed themes of the show like mental health awareness, strong workplace relationships, and putting people in positions to do work they love, everyone can get more out of their careers and see increased engagement and fulfillment, which can benefit every person and organization from top to bottom. Get the full show notes and more resources at TheUniqueCPA.com

On this episode of Blood, Sweat & Balance Sheets, FloQast co-founder and CEO, Mike Whitmire, CPA (inactive), sits down with Edwine Alphonse, Senior Controller at Ramp, to discuss how she's shaping the future of accounting. Edwine shares her inspiring career story, from finding her passion for accounting to driving team success at one of the most innovative and fastest-growing companies in fintech. The conversation dives into her approach to tackling industry challenges, her strategies for building high-performing teams, and how Ramp's rapid growth is fueled by technology and forward-thinking strategies. Explore the transformative role of AI in easing workload pressures, bridging the talent gap, and empowering accountants to focus on high-value work. Gain actionable insights from Edwine's experience and vision for an industry navigating rapid change. Whether you're a seasoned professional, a tech enthusiast, or curious about the evolution of accounting, this episode offers fresh perspectives and practical takeaways you won't want to miss.Key Highlights: Edwine Alphonse's Career JourneyFrom discovering her passion for accounting to making an impact at Ramp, hear her personal story.Ramp's Rapid Growth in FintechExplore how Ramp is leading the way as one of fintech's fastest-growing companies, driving innovation at scale.Innovative Approaches to AccountingLearn how Edwine tackles industry challenges and builds successful, high-performing teams.The Role of AI in AccountingInsights into how AI is transforming the profession, easing workloads, and driving efficiency.Future of the Accounting IndustryEdwine's vision for navigating rapid changes and addressing the talent gap. Don't miss this engaging conversation filled with expertise, actionable advice, and a glimpse into the future of accounting!

In this episode of the Risk Management Show, we explore AI Risks in Accounting and how to avoid some common pitfalls with Mike Whitmire, CEO of FloQast, the leading accounting transformation platform powered by AI agents. Mike shares his journey from auditor to tech innovator and offers deep insights into the challenges and risks AI introduces in financial reporting, compliance, and accounting operations. We discussed critical topics, including the dangers of AI hallucinations, the limitations of generic AI tools, and what businesses must consider when deploying AI in accounting. Mike also highlights the evolving role of accountants, the talent gap, and how technology like FloQast empowers accounting professionals to automate workflows without compromising accuracy. Additionally, he provides actionable advice on adapting to AI-driven changes in the field. If you're interested in risk management, cyber security, sustainability, or want to hear from industry leaders like Mike, this episode is packed with valuable insights.  If you want to be our guest or suggest someone, send your email to info@globalriskconsult.com with the subject line: "Podcast Guest Inquiry."  

On this episode of Blood, Sweat & Balance Sheets, host Mike Whitmire sits down with Vicky LeVay, Sr. Director of Compliance, Risk, and Information Security at FloQast, and Jaysen Dyal, Product Marketing Manager at FloQast and former accountant. Together, they discuss the growing role of AI in accounting and FloQast's achievements, including earning ISO 42001 certification.Vicky provides insights into what it takes to secure this critical certification and why it's essential for building trust and ensuring accountability in AI-driven processes. The conversation dives into the ethical challenges of implementing AI in the accounting field and how FloQast's vision paves the way for innovation, efficiency, and solving industry challenges. Learn how AI-powered tools are reshaping the profession, empowering accountants to move beyond manual tasks and tackle strategic work with confidence.Key TakeawaysAI's Role in Accounting: How artificial intelligence is streamlining accounting processes and enabling accountants to focus on strategic initiatives.ISO 42001 and Trust in AI: Why FloQast pursued ISO 42001 certification and its significance in ensuring trust and compliance in AI workflows.Addressing Ethical Challenges: Exploring risks like prompt injection, AI hallucinations, and the importance of integrating robust safeguards.FloQast's Vision for AI: How FloQast is driving innovation with AI-powered products, reducing workloads, boosting efficiency, and preventing burnout for accounting teams.Preparing for the Future: Insights into how ethical AI is shaping the future for accountants and helping them take on more impactful roles within their organizations.Listen in for actionable insights and perspectives on the intersection of AI, compliance, and innovation in accounting.

Join Adam Larson on today's episode of Count Me In as he welcomes dynamic guest Razzak Jallow, the CFO of FloQast, who is anything but your typical CFO. Uncover how his unique path through tech and finance has shaped his perspective on finance transformation. Razzak shares insights on the evolving role of CFOs in today's tech-driven landscape and what it really means to drive a financial transformation. Discover his thoughts on the vital mix of systems, people, and culture in reshaping business processes and how crafting a future-driven vision can empower companies. If you're ready to see the exciting opportunities in finance transformation, Razzak's passionate insights will inspire you to jump in. Tune in to explore the future of finance with Razzak Jallow! Sponsor:Today's episode is brought to you by U.S. Bank. U.S. Bank is a trusted financial partner for our clients, businesses and communities. We believe in doing the right thing and putting people first. It's an honor to be recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute for the tenth consecutive year. From commercial credit cards and program management tools to innovative payment technologies and transportation offerings, U.S. Bank Corporate Payment Systems has the right solution to help your organization reduce payment costs, enhance control and streamline your entire payment processing function. We'll partner with you to uncover your challenges and provide smart, clear and honest guidance to help you meet the financial goals for your business. Visit usbank.com/corporatepayments to learn more.

Kyle Rippee, currently staff product security engineer at Tines, joins Seth and Ken for another episode of Absolute AppSec. Kyle has over a decade of experience both managing and working for Application Security teams, as well as working as a pentester, security consultant, and software engineer. Before Tines, he worked for PlanetArt (where he held the role of Director of Information Security), FloQast, Shutterfly, Atos, among other Product Development and Security Consulting firms. Join us as we discuss Kyle's path into application security as well as finding out more about the interesting things going on at Tines.

Don't just check the boxes. Provide benefits.The DisruptorsWith Liz FarrStefan van Duyvendijk, Accounting Operations Evangelist at FloQast, wants accountants in the industry to expand their roles. In addition to the vital role of providing the basic requirements of accounting, he wants them to develop an operational mindset, as described in the book van Duyvendijk co-authored with Mike Whitmire, CEO of FloQast: Shift Happens: The Rise of the Operational Mindset and How Controllers Can Drive Real Value. (Editor's Note: Liz Farr served as Developmental Editor on this book.) MORE PODCASTS and VIDEOS: Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours | Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client's $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don't Be a 'Yes' Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had | Terrell Turner: Build a Solid Business Showing Up as Yourself | Kelly Mann: Be the Bull in the China Shop | Alicia Katz Pollock: Create A Human-Centric Business | Nancy McClelland: Be the One Your Clients Ask First |Alan Whitman: Stop Accepting the Status Quo | Sean Duncan: Discover Your Own Genius | Ingrid Edstrom: True Wealth Is Not Financial |The operational mindset isn't just about “making sure we make the product, and we move the product, and we get it to people,” but it means taking the discipline accountants already have for optimizing accounting processes and “taking that and applying it to our work and saying, ‘I'm going to track what I do in work. I'm going to measure what I do and work objectively so that I can go in and improve it and change it,'” van Duyvendijk explains.  

On this episode of Blood, Sweat & Balance Sheets, Mike Whitmire is joined by Shivang Patel and Megan Gallagher, two former accountants whose expertise in audit and accounting paved the way for their success at FloQast. They share how their deep understanding of the accounting profession uniquely positions them to solve client challenges, connect with peers, and drive innovation in roles like sales engineering and beyond.Additionally, the group discussed FloQast's vision for deploying its Accounting Transformation Platform, with its enhanced with AI, support accountants by automating manual, time-intensive tasks. This enables teams to transition from preparer roles to strategic reviewers, tackling challenges like staffing shortages, boosting efficiency, and improving work-life balance for today's accounting professionals.Key Takeaways / Learning Objectives:Career Foundations in Audit and AccountingHear about Megan and Shivang's early roles in audit and accounting, including the challenges they encountered, and how those experiences prepared them for their future careers.Adapting to New OpportunitiesUnderstand the learning curve Shivang and Megan faced when transitioning out of accounting, and how they leveraged their expertise to excel in new roles.Life at FloQastLearn how Megan and Shivang grew within FloQast, building out teams, innovating processes, and taking on leadership roles to help drive the company's success.The Role of Technology in AccountingExplore how FloQast's Accounting Transformation Platform and AI tools are automating tedious tasks, enabling accountants to focus on impactful work, and fostering innovation within their organizations.Addressing the Accounting Talent GapDelve into the growing shortage of accountants and how FloQast empowers teams to do more with fewer resources while reducing burnout and supporting career development.Future-Forward Thinking for AccountantsGain insights into FloQast's vision for how technology will continue to shape accounting and how accountants can evolve to take on more strategic and fulfilling roles.

Innovation comes in many areas, and compliance professionals must be ready to embrace it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators in the award-winning Innovation in Compliance podcast. In this episode, host Tom Fox visits Mike Whitmire, Co-founder & CEO at FloQast, on his journey in accounting and compliance. In this episode, Tom is in a riveting conversation with Mike Whitmire, Co-founder & CEO at FloQast. They dive into Mike's professional journey, starting from his early days at Ernst & Young, navigating the complexities of Sarbanes-Oxley (SOX) compliance, and eventually founding FloQast. Mike shares his firsthand experiences with the challenges in accounting and compliance, such as the talent gap and behavior change within organizations, and explains how FloQast's closed management and compliance software addresses these issues. The discussion deeply delves into risk orchestration and its critical role in modern compliance strategies. Additionally, Mike provides insights into his passion for podcasting and touches on his book, ‘Shift Happens,' co-authored to highlight the rise of the operational accountant. The episode wraps up with a focus on FloQast's innovative solutions that integrate daily accounting tasks with compliance requirements, thus simplifying processes for finance professionals. Tune in to hear how a common pain point in the accounting world led to the creation of a transformative software solution. Key highlights: Challenges in Accounting and Compliance Risk Orchestration and Compliance Mike's Podcast and Book Resources: Mike Whitmire on LinkedIn FloQast Purchase Shift Happens on Amazon.com. Tom Fox Instagram Facebook YouTube Twitter LinkedIn

2025 is upon us, but what does that mean for the accounting profession? From dwindling headcounts to heightened expectations, an expected bullish IPO/M&A market to a new emphasis on utilizing technology in the profession, there's a lot we don't know. On this episode of *Blood, Sweat & Balance Sheets*, join Stefan van Duyvendijk, FloQast's Accounting Operations Evangelist and a former financial controller at Skullcandy Inc. and Kodiak Cakes, and Mike Whitmire, FloQast co-founder and CEO, as they unpack the accounting predictions shaping 2025. The profession is facing unprecedented changes—from technology to talent—and the time to adapt is now. With expert insights and practical advice, Stefan and Mike outline what leaders and teams need to do today to remain competitive and resilient tomorrow.Key Topics* The talent shortage crisis and actionable ways to bridge the gap* AI's growing role in building smarter, more strategic accounting teams* Why financial transformation should be every CFO's top priority* Turning compliance from a burden into a strategic advantage for growth

There's shows about finance and there's shows about technology, but there aren't many shows about finance technology; and there's almost none specifically made for accounting and finance professionals at the corporate level!Well I've never been one to do what everyone else does. I'm Drew Carrick, and I love putting together two things that haven't been put together before - that's how I became The Rapping CPA. And that's how I became the host of the FinTech Flo, a FloQast Studios production that involves talking through trending and impactful themes from the finance, accounting, and technology sectors with top industry thought leaders and experts to commentate on what it all means for professionals at the corporate level.The coolest part about this podcast, is that if you're a CPA like me, you can head over to FloQademy.com to earn CPE credit for listening to the show! All FloQademy courses are paid for by FloQast, making them completely free to you.  New episodes come out twice per month - enjoy the podcast!There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.youtube.com/floqaststudios https://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios

New digs, who dis? That's right, the FinTech Flo is back, and in a brand new podcast studio! The newness doesn't stop there though, with new fintech regulations working their way into banking, new automation technology making headlines in the logistics industry, and the accounting profession being revolutionized by new accounting transformation technology! Lots of headlines discussed between Drew and Mike Whitmire, CEO and Co-founder of FloQast, on this session.Episode 37 - October 17, 2024Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video content for free as a member of FloQademy! https://learn.floqast.com/  or via the Earmark app! https://www.earmark.app/@fintechflo There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios

In this episode of "Blood Sweat and Balance Sheets," Mike Whitmire interviews Kendall MacLean about her career journey from public accounting to the tech industry. Kendall shares insights into her roles at FloQast, including her start as an Implementation Consultant and her contributions to developing FloQademy, an educational platform providing free CPE credits to accountants. The discussion covers the integration of accountants into customer success roles, emphasizing the importance of continuous professional education and the role of technology in evolving accounting practices.

Mike Whitmire of FloQast joins Nick to discuss Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture. In this episode we cover: FloQast's Product and Market Positioning Organizational North Star and Customer Persona Attracting Talent and Fundraising Struggles AI Integration and Future of Accounting Impact of AI on Venture Funding Guest Links: Mike's LinkedIn  Mike's Twitter/X  FloQast Website FloQast LinkedIn The hosts of The Full Ratchet are Nick Moran and Nate Pierotti of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!

Fintech Flo: Episode 35 (9/19/24) with Adam Zoucha, SVP International SalesThere's a few major life decisions that require calculated risk, including the one to join a brand new tech start-up in the hopes of living our entrepreneurial dreams, and if that pans out, another later on to expand a business internationally. On this special FinTech Flo episode, Drew sits down with Adam Zoucha, SVP of International Sales, who joined to become FloQast's first sales representative after working a year in Big 4, and has seen the company grow from 5 employees in a house up to nearly 800 across the globe. He also recently built up the EMEA territory with a London office location, furthering his career theme of taking on ambitious work! Learn what it takes to join and build a business from scratch, how economies across the globe vary, and the opportunity of sports entertainment around the world.This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video content for free as a member of FloQademy! https://learn.floqast.com/  or via the Earmark app! https://earmarkcpe.com/download/ There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios

In this episode of Blood, Sweat & Balance Sheets, guest host Stefan van Duyvendijk, Accounting Operations Evangelist at FloQast, sits down with Chris Hennesey, AWS Enterprise Strategist at Amazon Web Services and former Technology CFO at Capital One, along with FloQast CFO Razzak Jallow. They explore the findings of FloQast's latest survey, Embracing Financial Transformation: What It Is, Why Organizations Should Want It, and How to Achieve It. The discussion highlights the critical role of accountants in driving transformation, the gap in understanding between CFOs and accounting teams, and the new frameworks that can guide organizations toward lasting change. They also dive into the growing influence of AI in finance, exploring how both CFOs and accountants view its impact on their roles and why AI is set to be a permanent fixture in the transformation landscape.Key Takeaways:Accountants are pivotal in leading financial transformation efforts within organizations, yet many teams lack a cohesive vision.CFOs are more familiar with financial transformation than accountants, highlighting a need for greater awareness and collaboration.AI is recognized by both CFOs and accountants as a key driver of productivity and transformation, and it's here to stay.AI's role in finance is growing, with both CFOs and accountants optimistic about its potential to increase productivity and enhance transformation initiatives.New frameworks developed by FloQast can guide accounting teams in achieving effective and impactful transformation.For the full study, visit: Embracing Financial Transformation https://get.floqast.com/asset-embracing-financial-transformation

How Artificial Intelligence Will Actually Impact The Accounting Profession - Fintech Flo: Episode 33 (8/22/24)There has been A LOT of hype about A.I. throughout 2024, but to get the best opinion on what is actually realistic, you need to speak to the professionals who are the experts at the top of the industry - so we brought in Dr. Sean Stein Smith, CPA, Professor at Lehman College, and Blockchain Expert, to discuss how artificial intelligence will most likely impact the accounting profession, from the work accountants do, to the effect it could have on the talent pipeline, and the ways to ethically and properly implement it's usage. Get the truth as of August 2024, on this episode of the FinTech Flo with Drew Carrick, CPA.This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video content for free as a member of FloQademy! https://learn.floqast.com/  or via the Earmark app! https://www.earmark.app/@fintechflo There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios

⚒️ Apps mentioned today (let me know if I missed any)Copilot for client portal stuff https://www.copilot.com/Karbon for client-centric PM things https://karbonhq.com/SafeSend for tax workflows https://safesend.com/Microsoft Teams for team chat https://www.microsoft.com/en-us/microsoft-teams/group-chat-softwareDiscord for team chat https://discord.gg/Slack for team chat https://slack.com/Zoom for video conferencing https://zoom.us/Google Meet for video conferencing https://meet.google.com/Digits for quality assurance https://digits.com/Scrutinize for quality assurance https://scrutinize.io/VerifyIQ for quality assurance https://verifyiq.co/OpenPhone for your phone & SMS https://openphone.com/Dialpad for your phone & SMS https://www.dialpad.com/Fathom for advanced reporting https://www.fathomhq.com/Reach Reporting for advanced reporting https://reachreporting.com/Spotlight for advance reporting https://www.spotlightreporting.com/G-Accon for spreadsheet automation https://www.accon.services/LiveFlow for spreadsheet automation https://liveflow.io/Amalgam for spreadsheet automation https://www.amalgam.me/Ignition for proposals & payments https://ignitionapp.com/GoProposal for proposals & payments https://goproposal.com/Anchor for proposals & payments https://www.sayanchor.com/bookkeepers/Royalwise for training https://royalwise.com/Uncat for uncategorized transactions https://uncat.com/RightTool for making QBO better https://righttool.app/QuickBooks Online for ledger things https://qbo.intuit.com/Xero for ledger things https://xero.com/Keeper for month end close management https://keeper.app/FloQast for mid market month end close management https://floqast.com/Aider for hybrid PM and month end close management https://www.aider.ai/1Password for password management https://1password.com/LastPass for password management https://www.lastpass.com/Practice Protect for password and identity management https://practiceprotect.com/Gusto for payroll https://gusto.com/Rippling for payroll and PEO https://www.rippling.com/ADP for outsourced payroll https://adp.com/Justworks for PEO https://www.justworks.com/Dext for receipt management https://dext.com/Content Snare for requests https://contentsnare.com/Calendly for scheduling https://calendly.com/Client Hub was mentioned for potentially integrating client meetings https://clienthub.app/

Financial Updates the Size of Texas - Fintech Flo: Episode 31 (7/25/24)Everything is bigger in Texas, which is where this episode of the FinTech Flo is taking place! Rightly so, the Great Resignation is over and the Big Stay is happening, but how does it impact accounting jobs? Also, Kirschner is set to hang out for the rest of his life with SBF, and FASB is also making some Texas sized moves with corporate transparency regulations. Shout out to the folks of the TXCPA-DFW chapter and Whitley Penn for helping make this special remote episode possible! Listen in with Drew and Stefan!This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video content for free as a member of FloQademy! https://learn.floqast.com/  or via the Earmark app! https://earmarkcpe.com/download/ There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios

In the latest episode of Blood, Sweat & Balance Sheets, Mike sits down with Josh Glover, President and Chief Revenue Officer at FloQast. Josh, a decorated veteran, shares his riveting journey from serving four combat tours as a Marine and, later, special operations team commander with MARSOC's 2d Marine Raider Battalion, to becoming a key leader in the tech industry, first with nCino, and now, with FloQast.Josh discusses his transition into the corporate world, starting at nCino as an individual contributor and helping grow the company into a global, NASDAQ-listed organization. He also delves into his decision to join FloQast, his vision for the future of the company, and why he believes accountants are so key for business success.Key Takeaways:- Josh's experience in the Marines, including four combat tours- Medically retiring from the military due to wounds received during his last deployment- Transitioning into tech and joining nCino as the 23rd employee- Contributing to nCino's growth into a global, NASDAQ-listed organization- Reasons for joining FloQast and his goals for the company- Insights on leadership and empowering employees- Strategies for driving growth and innovation at FloQast- Personal reflections on challenges faced and lessons learned- How military experience has influenced his leadership style- Future outlook for FloQast under Josh's leadership

Hot Number Summer - Petrodollar, Money Laundering, Men in Finance - Fintech Flo: Episode 30 (7/10/24)What's up with the petrodollar ending, and what does it mean for you? Can NYC become the next film hub and compete with LA? And what's the deal with the man in finance phenomenon? Join in on Drew and Mike's discussion on these during our very special, and sad, final episode from the FloQast Studio facility before moving to a new podcast location this fall. This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video content for free as a member of FloQademy! https://learn.floqast.com/  or via the Earmark app! https://earmarkcpe.com/download/ There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios

Before you innovate and automate your business, you should start nurturing people to unlock their potential. During this interview with Michael Mazza, a shareholder at Detweiler, Hershey & Associates, we discussed his career and path to the accounting profession. We focused on his journey to bring his vision to reality by sharing it with his Partners and Team. Learn how he has navigated change and what his insights have been to keep growing as a practice and a Partner. Today's episode brings invaluable insights for individuals looking to navigate change and implement new visions within their organization. Join us today to see the power of nurturing people in achieving innovation and growth. We are honored that FloQast sponsored this episode. FloQast is a provider of close management software created by accountants for accountants to help them close faster.Learn more here: https://floqast.com/Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

A panel discussion with executives from ActionIQ, FloQast and Wiz on experiences and best practices for working and selling to customer C-suites.Topics Include:Panel introductionsKeeping products and sellers focused on C-Suite outcomesCustomer C-suite focus, identifying internal championsKeeping sales motion concise for key C-SuiteConnecting value for enterprise spaceImpact of Generative AI and inventing on behalf of customersCustomer impressions of GenAI and going beyond the hypeHelping customers reimagine / hack their businessC-suite concerns about Generative AIFlipping objections into selling points for C-SuiteBuilding confidence for security, data and GenAI for ExecutivesFinal thoughts, Session wrap-upParticipants:Justin DeBrabant – Chief Product Officer, ActionIQStefan van Duyvendijk – Accounting Operations Evangelist, FloQastRick Kickert – Senior Vice President of Revenue Growth & Strategy, WizVeronica McCarthy – Senior Sales Manager, ISV, Amazon Web Services

 Fintech Flo: Episode 29 (6/27/24)Move fast and break things has been SpaceX's approach to innovation, but does that work for all companies? Sometimes there is a brand reputation risk to putting out a beta product that isn't fully ready, yet making customers pay full price for it - forget about the accounting nightmare behind trying to plan for canceled subscriptions! Also on today's episode, is how much power should one influencer have - Roaring Kitty and Marcus Brownlee have the ability to move companies success metrics like Warren Buffet when he makes a public investment move. Get caught up with Drew and Mike on this episode of the FinTech Flo! This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video content for free as a member of FloQademy! https://learn.floqast.com/  There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios

Klarity, an accounting startup based in San Francisco, raised $70 million in a Series B funding round led by Nat Friedman and Daniel Gross, with additional support from Scale Venture Partners, Tola Capital, Picus Capital, Invus Capital, and Y Combinator. The raised funds will be used to expand Klarity's workforce, tripling it to 390 employees within the year. Klarity employs AI to process data in contracts and internal records, eliminating the need for manual work. This trend of significant funding is also observed in other accounting tech firms like Ageras, FloQast, and DataSnipper, which have also secured substantial investment to automate accounting tasks using AI. AI-driven startups in other sectors, such as legal tech, are also attracting significant investment.Learn more on this news visit us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

In this episode of Blood, Sweat & Balance Sheets, FloQast co-founder and CEO Mike Whitmire delves into Adam Yarnell's remarkable transition from audit to sales at FloQast, highlighting his pivotal role in growing FloQast's Sales function, helping drive the success of the newly-founded Sales Engineering team, and, now, launching FloQast's presence in Australia. Learn how Adam leaned on his accounting experiences to thrive in Sales, help manage up-and-coming salespeople, and what drew him back to being an account executive: This time, in Australia, while helping grow the brand down under and develop a brand new Sales org. Along the way, Adam and Mike discuss why sending FloQast veterans to help launch international offices has been so critical to the brand's global expansion.Related Listening:- How Do You Close the Books?” Audit to Accounting, to Sales: FloQast's Shivang Patel Has Done It All- From Audit Associate to SaaS Sales to Running FloQast EMEA: How Adam Zoucha Attained His Dream Job

Being good at selling may be great, but becoming elite in selling is much better! Like many entrepreneurs, you also wanted to achieve an elite status in your field. In today's episode, Paul M. Caffrey, Co-Author of The Work Before The Work, shares his journey from being a scientist to a top salesperson. We learn how to use the scientific process during research and experiments to go from good to great in selling to your prospects. Paul reveals the elite sellers' proven preparation techniques, habits, and routines. Whether you're a seasoned salesperson looking to take your skills to the next level or a new professional eager to excel, this episode is for you! Join Paul Caffrey to unleash your sales elite potential today. We are honored that FloQast sponsored this episode. FloQast is a provider of close management software created by accountants for accountants to help them close faster.Learn more here: https://floqast.com/

Send us a Text Message.Earn CPE Credit For This Podcast by listening here: https://bit.ly/3JFIQUz--In Episode 6 of The Fraud Files, after Agent Custers meticulous two-year investigation into the financial fraud crimes of Dawn Bennett, she is finally arrested and brought to court. Of course, she continues to believe she can con the system by attempting various manipulations of the law to delay or dismiss her trial. After hearing the testimonies of numerous victims, expressing the profound personal and financial harm they suffered, she is convicted on all charges, and sentenced to prison and ordered to pay substantial restitution to her victims.EXTRA STUFFHead over to https://www.fraudfilespod.com/p/credits/ for a list of credits.Follow FloQast StudiosInstagram: https://www.instagram.com/floqaststudios/YouTube: https://www.youtube.com/@FloQastStudiosTwitter: https://www.twitter.com/floqaststudios Watch Seasons 1 & 2 of PBC here: https://bit.ly/4b0oH7YABOUT THE SHOWThe Fraud Files, by FloQast Studios, is a true financial crime podcast, that takes on the form of a narrative “audio-movie” in the way it tells a story through assorted voice actor characters and sound design. The first season is 6 episodes long, and takes listeners through the fascinating and bizarre career journey of Dawn J. Bennett, who was an American financial advisor that turned into a fraud criminal at the highest of levels, and used uncanny methods to preserve her brand image and keep her clients money in her possession. The story teaches listeners about how fraud like this is committed, and is a lesson in ethics, due-diligence, and professional skepticism best practices.The Fraud Files is a FloQast Studios production, produced on behalf of FloQast inc. and FloQademy.You can find more of our work, such as the workplace comedy series, PBC, at  FloQast Studios, and if you're looking for more ways to earn CPE, you'll find a wide variety of engaging formats and topics across the library of courses we've produced by heading to floqademy.com--SEASON 1 of The Fraud Files The Fraud Files delves into the captivating world of white-collar crime… but with a twist. In Season 1 of The Fraud Files, we explore the saga of a renowned financial advisor whose entire empire was built on deception. It's one thing to be swindling clients' money to use for personal luxuries… but it's a whole other side of fraud to be using the money on magical spells. Through a unique blend of forensic accounting, vivid storytelling, and rich sound design, we uncover the intricate lies that propelled Dawn J. Bennett's professional and personal life—all in one captivating movie for your ears.

Earn CPE Credit For This Podcast by listening here: https://bit.ly/3JFIQUz--In Episode 5 of The Fraud Files, Agent Custer begins his deep dive into contacting Dawn's investment clients, many of whom cannot believe that they've been getting duped. As many of them try to pull their many, Dawn begins a frantic panic and tries to avoid contact with them at all costs, because she doesn't actually have any of their money available to retrieve for them, since she's spent it all on her own lifestyle purchases as well as to pay back other investors and debtors. As her business falls apart and her scheme unravels, she doubles down on mystical spiritual defenses to ‘protect' her from investigators.EXTRA STUFFHead over to https://www.fraudfilespod.com/p/credits/ for a list of credits.Follow FloQast StudiosInstagram: https://www.instagram.com/floqaststudios/YouTube: https://www.youtube.com/@FloQastStudiosTwitter: https://www.twitter.com/floqaststudios Watch Seasons 1 & 2 of PBC here: https://bit.ly/4b0oH7YABOUT THE SHOWThe Fraud Files, by FloQast Studios, is a true financial crime podcast, that takes on the form of a narrative “audio-movie” in the way it tells a story through assorted voice actor characters and sound design. The first season is 6 episodes long, and takes listeners through the fascinating and bizarre career journey of Dawn J. Bennett, who was an American financial advisor that turned into a fraud criminal at the highest of levels, and used uncanny methods to preserve her brand image and keep her clients money in her possession. The story teaches listeners about how fraud like this is committed, and is a lesson in ethics, due-diligence, and professional skepticism best practices.The Fraud Files is a FloQast Studios production, produced on behalf of FloQast inc. and FloQademy.You can find more of our work, such as the workplace comedy series, PBC, at  FloQast Studios, and if you're looking for more ways to earn CPE, you'll find a wide variety of engaging formats and topics across the library of courses we've produced by heading to floqademy.com--SEASON 1 of The Fraud Files The Fraud Files delves into the captivating world of white-collar crime… but with a twist. In Season 1 of The Fraud Files, we explore the saga of a renowned financial advisor whose entire empire was built on deception. It's one thing to be swindling clients' money to use for personal luxuries… but it's a whole other side of fraud to be using the money on magical spells. Through a unique blend of forensic accounting, vivid storytelling, and rich sound design, we uncover the intricate lies that propelled Dawn J. Bennett's professional and personal life—all in one captivating movie for your ears.

Earn CPE Credit For This Podcast by listening here: https://bit.ly/3JFIQUz--In Episode 4 of The Fraud Files, we start to piece together the story of how expansive Dawn's scheme over the years has been through the affidavit written by FBI Special Agent Custer, who was tasked with investigating Bennett after multiple complaints reached FINRA and the SEC. The extent of her fraud went beyond simply exaggerating the types of returns she could offer, but actually went as far as falsifying financial documents, to outright lying about how she was using investor funds. With the pressure of authorities and investigations weighing on Dawn, she turns to abstract and mystical practices in an attempt to use spiritual means to save her from being caught.EXTRA STUFFHead over to https://www.fraudfilespod.com/p/credits/ for a list of credits.Follow FloQast StudiosInstagram: https://www.instagram.com/floqaststudios/YouTube: https://www.youtube.com/@FloQastStudiosTwitter: https://www.twitter.com/floqaststudios Watch Seasons 1 & 2 of PBC here: https://bit.ly/4b0oH7YABOUT THE SHOWThe Fraud Files, by FloQast Studios, is a true financial crime podcast, that takes on the form of a narrative “audio-movie” in the way it tells a story through assorted voice actor characters and sound design. The first season is 6 episodes long, and takes listeners through the fascinating and bizarre career journey of Dawn J. Bennett, who was an American financial advisor that turned into a fraud criminal at the highest of levels, and used uncanny methods to preserve her brand image and keep her clients money in her possession. The story teaches listeners about how fraud like this is committed, and is a lesson in ethics, due-diligence, and professional skepticism best practices.The Fraud Files is a FloQast Studios production, produced on behalf of FloQast inc. and FloQademy.You can find more of our work, such as the workplace comedy series, PBC, at  FloQast Studios, and if you're looking for more ways to earn CPE, you'll find a wide variety of engaging formats and topics across the library of courses we've produced by heading to floqademy.com--SEASON 1 of The Fraud Files The Fraud Files delves into the captivating world of white-collar crime… but with a twist. In Season 1 of The Fraud Files, we explore the saga of a renowned financial advisor whose entire empire was built on deception. It's one thing to be swindling clients' money to use for personal luxuries… but it's a whole other side of fraud to be using the money on magical spells. Through a unique blend of forensic accounting, vivid storytelling, and rich sound design, we uncover the intricate lies that propelled Dawn J. Bennett's professional and personal life—all in one captivating movie for your ears.

The FTC has been putting in work this year, suggesting a ban on noncompetes, as a way to protect employees, however they may be overstepping their boundaries. The Accounting Top 100 Firms report also came out earlier this quarter, and Drew and Mike get into the stats of what it says about the industry. Finally, consultants and advisory services are getting the recognition they deserve - which means someone is actually trying to figure out what it even means that people do in these service lines, and how necessary or unnecessary their work is! This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video content for free as a member of FloQademy! https://learn.floqast.com/  or via the Earmark app! https://earmarkcpe.com/download/ There's lots you can do in your career with an accounting background - we're hiring! Learn more at www.floqast.com/careers Want to watch? Head over to www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudios

Earn CPE Credit For This Podcast by listening here: https://bit.ly/3JFIQUz--In Episode 3 of The Fraud Files, Dawn's bold new business strategy, with questionable ethics and blurred lines of legality, advising investment clients that they should invest in her own private online lifestyle brand, starts to take shape. After many months of showcasing her professional financial acumen via her radio show, new clients start rolling in, covering the debt she's been accumulating. Although she presents great optimism over her new business “opportunity”, the legitimacy of the business puts into question whether Dawn had intentions of actually adding value to any of her clients at all, especially as she neglects the downfall of her financial advising business.EXTRA STUFFHead over to https://www.fraudfilespod.com/p/credits/ for a list of credits.Follow FloQast StudiosInstagram: https://www.instagram.com/floqaststudios/YouTube: https://www.youtube.com/@FloQastStudiosTwitter: https://www.twitter.com/floqaststudios Watch Seasons 1 & 2 of PBC here: https://bit.ly/4b0oH7YABOUT THE SHOWThe Fraud Files, by FloQast Studios, is a true financial crime podcast, that takes on the form of a narrative “audio-movie” in the way it tells a story through assorted voice actor characters and sound design. The first season is 6 episodes long, and takes listeners through the fascinating and bizarre career journey of Dawn J. Bennett, who was an American financial advisor that turned into a fraud criminal at the highest of levels, and used uncanny methods to preserve her brand image and keep her clients money in her possession. The story teaches listeners about how fraud like this is committed, and is a lesson in ethics, due-diligence, and professional skepticism best practices.The Fraud Files is a FloQast Studios production, produced on behalf of FloQast inc. and FloQademy.You can find more of our work, such as the workplace comedy series, PBC, at  FloQast Studios, and if you're looking for more ways to earn CPE, you'll find a wide variety of engaging formats and topics across the library of courses we've produced by heading to floqademy.com--SEASON 1 of The Fraud Files The Fraud Files delves into the captivating world of white-collar crime… but with a twist. In Season 1 of The Fraud Files, we explore the saga of a renowned financial advisor whose entire empire was built on deception. It's one thing to be swindling clients' money to use for personal luxuries… but it's a whole other side of fraud to be using the money on magical spells. Through a unique blend of forensic accounting, vivid storytelling, and rich sound design, we uncover the intricate lies that propelled Dawn J. Bennett's professional and personal life—all in one captivating movie for your ears.

Earn CPE Credit For This Podcast by listening here: https://bit.ly/3JFIQUzEnter our free Fraud Files Launch Giveaway where we will be giving over $4K of free prizes during release week: https://www.fraudfilespod.com/p/giveaway/--In Episode 2 of The Fraud Files, listeners go inside of the mind and lifestyle of Dawn Bennett, who found herself constantly needing to con innocent investors into giving her their money to “invest” by touting her reputation as a top financial advisor, in order to keep up the appearance of her lavish lifestyle. She continued this charade even when she didn't have the money to do so, and refused to sacrifice her public brand appearance at all costs, even if it meant losing all of her client's money in the process. It goes to show how sometimes people who are the most trusted can deceive, and why professional skepticism is always important.EXTRA STUFFHead over to https://www.fraudfilespod.com/p/credits/ for a list of credits.Follow FloQast StudiosInstagram: https://www.instagram.com/floqaststudios/YouTube: https://www.youtube.com/@FloQastStudiosTwitter: https://www.twitter.com/floqaststudios Watch Seasons 1 & 2 of PBC here: https://bit.ly/4b0oH7YABOUT THE SHOWThe Fraud Files, by FloQast Studios, is a true financial crime podcast, that takes on the form of a narrative “audio-movie” in the way it tells a story through assorted voice actor characters and sound design. The first season is 6 episodes long, and takes listeners through the fascinating and bizarre career journey of Dawn J. Bennett, who was an American financial advisor that turned into a fraud criminal at the highest of levels, and used uncanny methods to preserve her brand image and keep her clients money in her possession. The story teaches listeners about how fraud like this is committed, and is a lesson in ethics, due-diligence, and professional skepticism best practices.The Fraud Files is a FloQast Studios production, produced on behalf of FloQast inc. and FloQademy.You can find more of our work, such as the workplace comedy series, PBC, at  FloQast Studios, and if you're looking for more ways to earn CPE, you'll find a wide variety of engaging formats and topics across the library of courses we've produced by heading to floqademy.com--SEASON 1 of The Fraud Files The Fraud Files delves into the captivating world of white-collar crime… but with a twist. In Season 1 of The Fraud Files, we explore the saga of a renowned financial advisor whose entire empire was built on deception. It's one thing to be swindling clients' money to use for personal luxuries… but it's a whole other side of fraud to be using the money on magical spells. Through a unique blend of forensic accounting, vivid storytelling, and rich sound design, we uncover the intricate lies that propelled Dawn J. Bennett's professional and personal life—all in one captivating movie for your ears.

Earn CPE Credit For This Podcast by listening here: https://bit.ly/3JFIQUzEnter our free Fraud Files Launch Giveaway where we will be giving over $4K of free prizes during our release week: https://www.fraudfilespod.com/p/giveaway/--In Episode 1 of The Fraud Files, listeners enter a forensic accounting classroom as instructor Kelly Richmond Pope, PhD in Accounting, Fraud Expert, and Author, begins to tell us about the story of financial advisor Dawn J. Bennett, in how she began her advisory business, and the tactics she used to get new clients on board. We also hear about how the timing of her business development, during the 2008 recession, impacted how she used narratives to maintain her brand during these difficult times in the investment world.EXTRA STUFFHead over to https://www.fraudfilespod.com/p/credits/ for a list of credits.Follow FloQast StudiosInstagram: https://www.instagram.com/floqaststudios/YouTube: https://www.youtube.com/@FloQastStudiosTwitter: https://www.twitter.com/floqaststudios Watch Seasons 1 & 2 of PBC here: https://bit.ly/4b0oH7YABOUT THE SHOWThe Fraud Files, by FloQast Studios, is a true financial crime podcast, that takes on the form of a narrative “audio-movie” in the way it tells a story through assorted voice actor characters and sound design. The first season is 6 episodes long, and takes listeners through the fascinating and bizarre career journey of Dawn J. Bennett, who was an American financial advisor that turned into a fraud criminal at the highest of levels, and used uncanny methods to preserve her brand image and keep her clients money in her possession. The story teaches listeners about how fraud like this is committed, and is a lesson in ethics, due-diligence, and professional skepticism best practices.The Fraud Files is a FloQast Studios production, produced on behalf of FloQast inc. and FloQademy.You can find more of our work, such as the workplace comedy series, PBC, at  FloQast Studios, and if you're looking for more ways to earn CPE, you'll find a wide variety of engaging formats and topics across the library of courses we've produced by heading to floqademy.com--SEASON 1 of The Fraud Files The Fraud Files delves into the captivating world of white-collar crime… but with a twist. In Season 1 of The Fraud Files, we explore the saga of a renowned financial advisor whose entire empire was built on deception. It's one thing to be swindling clients' money to use for personal luxuries… but it's a whole other side of fraud to be using the money on magical spells. Through a unique blend of forensic accounting, vivid storytelling, and rich sound design, we uncover the intricate lies that propelled Dawn J. Bennett's professional and personal life—all in one captivating movie for your ears.

In this episode, Sasha sits down with Razzak Jallow, CFO at FloQast, to discuss the evolving role of the modern CFO as a strategic partner across the organization. They dive into how he builds trust with the CEO, his approach to fostering product innovation responsibly, and why he turned down a financing round that would have doubled FloQast's valuation. Razzak also offers advice for aspiring CFOs on evaluating their first CFO role, skills like "precision Q&A", and hiring great talent This show is a part of the Turpentine podcast network. Learn more: www.turpentine.co --- SPONSORS: Attio is the next generation of CRM. It's powerful, flexible and easily configures to the unique way your startup runs, whatever your go-to-market motion. The next era deserves a better CRM. Join ElevenLabs, Replicate, Modal and more at https://bit.ly/attioturpentine --- This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We're launching new shows every week, and we're looking for industry-leading sponsors — if you think that might be you and your company, email us at erik@turpentine.co. --- X/Twitter: @sashaorloff (Sasha) @floqast (Floqast) @turpentinemedia TIMESTAMPS: TIMESTAMPS: (00:00) Preview (02:22) How Razzak would describe the role of CFO (02:55) Razzak's superpowers: hiring and working with different people (04:28) Building trust with different colleagues across different functions and cultures (06:31) How to be the office of “how to” rather than “no” (08:47) Having an effective discussion when there isn't a right answer (11:47) Changing the culture from being a no shop to a let's be a partner shop (14:26) Precision Q&A (15:24) Sponsor: Attio (17:22) What is FloQast (19:34) Taking on the first CFO role and evaluating fit (21:45) Deciding not to raise at a higher valuation and why (25:20) Having a cash war chest (27:02) Balancing product innovation and financial discipline as CFO (30:00) The early milestones in a new product that unlock more capital (31:32) Getting alignment on what payback on a new product should be (38:16) Advice to future CFOs and an underrated skill people should work on more (41:39) Building trust with your CEO (45:27) Wrap

On the latest episode of Blood, Sweat & Balance Sheets, FloQast CEO Mike Whitmire is joined by CFO Razzak Jallow to discuss the ins and outs of FloQast's Series E round of funding. Take an inside look at all the work that goes on behind the scenes, from investor relations to negotiating term sheets, Mike and Razzak candidly discuss the fundraising process, providing valuable insights for accountants and entrepreneurs alike.Key Takeaways:Behind-the-Scenes Insights: Razzak provides a first-hand account of the extensive legwork and meticulous planning involved in securing FloQast's Series E funding, offering a rare glimpse into the inner workings of a high-stakes fundraising endeavor.Insights for Accountants: Gain valuable insights into the intersection of finance and entrepreneurship, as Mike and Razzak share essential knowledge that accountants need to know about fundraising and scaling a business.Navigating Investor Relations: Delve into the nuances of dealing with potential investors, including the strategies employed and the challenges encountered along the way.Pitfalls of Fundraising: Mike and Razzak candidly discuss the common pitfalls and hurdles encountered during the fundraising process, offering practical advice for navigating these challenges.Evolution of FloQast's Funding Rounds: Explore how the Series E funding round differed drastically from previous rounds, highlighting the evolving dynamics of fundraising in a rapidly changing business landscape.Future Plans: Discover FloQast's ambitious plans for utilizing the newly acquired funding, offering a glimpse into the company's vision and strategic direction.Subscribe now to Blood, Sweat & Balance Sheets for more episodes featuring industry leaders sharing their insights on financial management, operational excellence, and the journey to success.https://linktr.ee/bsbspodcast

Seize ownership of your life, prioritize what truly matters to you, and bravely embark on the journey that may initially seem daunting—because it's that very first step that paves the way to a more gratifying existence. In this compelling episode, Sofie de Vreese, Head of Strategy and Partnerships for APAC at Expensify, unveils her odyssey of self-discovery, challenging ingrained beliefs to forge a path of authenticity. The pivotal questions you pose to yourself serve as a gateway to unveiling your genuine self. Sofie's insightful approach guides you in dismantling barriers and amplifying your self-listening. Tune in to this episode, join Sofie, and chart your course toward authenticity. Let's shatter limiting beliefs and wholeheartedly embrace our true selves. We are honored that Expensify sponsored this episode. Expensify is a payment super-app that helps individuals and businesses simplify the way they manage money. More than 12 million people use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, global reimbursement, and travel booking, all in one app. To learn more about how Expensify can help save you time to focus on what really matters, check out use.expensify.com/spend-management. We are honored that FloQast sponsored this episode. FloQast is a provider of close management software created by accountants for accountants to help them close faster. Learn more here: https://floqast.comLove the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

On the latest episode of Blood, Sweat & Balance Sheets, host Mike Whitmire, CPA, co-founder, and CEO of FloQast, sits down with Ashley Griesshammer, VP Controller at Lovevery, a rapidly growing Boise-based e-commerce company. Join us as Ashley shares her journey of automating and simplifying Lovevery's audit process, ensuring a smooth and pain-free busy season.As a seasoned finance professional — and the 2023 FloQast Controller of the Year — Ashley delves into the intricacies of overseeing the audit for a growing international company, and how subtle changes to recurring accounting processes can pay off big down the road. Discover the actionable steps she implemented to streamline operations, leveraging automation to navigate through complex audit requirements effortlessly.Tune in to gain valuable insights into:Overcoming audit challenges in the e-commerce industryImplementing automation tools for efficiency and accuracyCreating a repeatable audit process to support company growthStrategies for maintaining balance and sanity during the busiest times of the yearWhether you're a finance professional, entrepreneur, or simply interested in optimizing operational efficiency, this episode offers invaluable lessons from someone who has been there and done that. Don't miss out on Ashley's expert advice on simplifying audits for sustainable growth.Subscribe now to Blood, Sweat & Balance Sheets for more episodes featuring industry leaders sharing their insights on financial management, operational excellence, and the journey to success. https://linktr.ee/bsbspodcast

Resilience, grit, and communication are your pillars to get through the greatest tribulation you will face, especially in business. Taking those pillars in your business will make a great difference in running it and making sure it succeeds. In this episode, Sarah Acton, the Chief Marketing Officer at BILL, shares the lessons she learned from her curious mother and a business owner's father. She reveals the value of resilience, grit, and communication when things take a drastic turn. Sarah brings a wealth of wisdom in this episode. Learn from her today!To learn more about BILL and their Accountant Partner Program, please visit bill.com/for-accountants.We are honored that FloQast sponsored this episode. FloQast is a provider of close management software created by accountants for accountants to help them close faster.Learn more here: https://floqast.comhttps://www.linkedin.com/in/sarahdactonwww.bill.com https://www.bill.com/for-accountants

My guest in this episode is Julie Fox - one of the Top 100 Customer Success Strategists, and one of the 25 Creative Leaders. She is a people leader who deeply cares about her team; and cares about them as humans, taking care of their wellbeing at work. Her current role is Sr Manager of Customer Success at FloQast. Julie's story is far from ordinary, with roots in special education and strides in commercial real estate. However, with a special interest in coaching and a growth mindset, she managed to transition to a completely different career i.e. what she does now.She says that being a leader is endlessly fulfilling, as you are in a position to help others unlock their full potential. And it's a privilege to be part of people's stories.Here's what we covered in our interview:Creating opportunities for yourself and changing careersHow to motivate your team as a team leaderThe benefits of a feedback-driven approachLessons learnt from our careersDeveloping teams by fostering human connectionI am sure you will enjoy this episode and our conversation. Follow Julie Fox!Recommended book: Radical Candor by Kim ScottRecommended tool: Gong__________________________________________________About Women in Customer Success Podcast: Women in Customer Success Podcast is the first women-only podcast for Customer Success professionals, where remarkable ladies of Customer Success connect, inspire and champion each other. Follow: Podcast Website Women in Customer Success: womenincs.co Podcast host: Marija Skobe-Pilley Coaching with Marija: marijaskobepilley.com/programs Get a FREE '9 Habits of Successful CSMs' guide LinkedIn Women in Customer Success (WiCS) page Instagram: @womenincspodcast

In this episode of 'Blood, Sweat & Balance Sheets,' host Mike Whitmire and FloQast's Accounting Operations Evangelist Stefan van Duyvendijk take a deep dive into the findings of FloQast's research series into the state of the accounting industry, Controller's Guidebook. Part One unveils critical insights into the current state of the accounting profession, exploring topics such as talent retention, technology trends, burnout, and more. Gain practical perspectives on industry dynamics, setting the stage for a deeper exploration in the next installment.

On episode 15 of Run the Numbers, CFO of FloQast Razzak Jallow joins CJ to make the argument for why finance teams should think of themselves as data curators, why a great CFO is someone who will forge the path for their CEO's vision, lessons from Apple's execution, and more. If you're looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics --- SPONSORS: NetSuite provides financial software for all your business needs. More than thirty-six thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and defer payments of a FULL NetSuite implementation for six months. Tropic is the next-generation Procurement Platform that's helping modern CFOs take control of their budgets and bottom line. By combining approval workflows, supplier management, and pricing benchmarks all in one place, Tropic makes savings opportunities easy to find and act on.

In the concluding episode of 'Blood, Sweat & Balance Sheets,' host Mike Whimtire and special guest Stefan van Duyvendijk, FloQast's Accounting Operations evangelist, provide thoughtful insights into anticipated shifts in the accounting landscape for 2024. In this second part, the discussion focuses on the significant impacts of ESG on accounting practices, the role of generative AI in financial operations, and the critical importance of security measures. Join Mike and Stefan as they navigate the evolving terrain of accounting, offering pragmatic perspectives on ESG, AI, and security in the year ahead.

In the latest episode of "Blood, Sweat & Balance Sheets," host Mike Whimtire is joined by special guest Stefan van Duyvendijk, the Accounting Operations evangelist from FloQast, for an insightful discussion on the upcoming trends and predictions shaping the accounting landscape in 2024. In this first part of a two-part series, Mike and Stefan delve into crucial topics such as employee retention strategies, the evolving dynamics of accountant compensation, the impact of automation on traditional accounting practices, and other key forecasts that will influence the world of accounting, finance, and business in the coming year. Don't miss this engaging and informative episode as they explore the future of the industry and provide valuable insights for professionals navigating the ever-changing terrain of finance.

On episode 15 of Run the Numbers, CFO of FloQast Razzak Jallow joins CJ to make the argument for why finance teams should think of themselves as data curators, why a great CFO is someone who will forge the path for their CEO's vision, lessons from Apple's execution, and more. If you're looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics --- SPONSORS: NetSuite provides financial software for all your business needs. More than thirty-six thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, and more. If you're looking for an ERP platform ✅ NetSuite: https://netsuite.com/metrics and defer payments of a FULL NetSuite implementation for six months. Tropic is the next-generation Procurement Platform that's helping modern CFOs take control of their budgets and bottom line. By combining approval workflows, supplier management, and pricing benchmarks all in one place, Tropic makes savings opportunities easy to find and act on.

In this second part of our series taking a look back at 10 years of FloQast, co-founders Mike Whitmire and Chris Sluty continue their discussion, sharing the invaluable lessons they've gathered from a decade of leading the company.Gain unfiltered insights into accounting, entrepreneurship, and leadership as they openly reflect on their experiences. From navigating financial intricacies to the ups and downs of tech company management, this episode offers practical wisdom and insights into what it takes to run a SaaS company.Gain unfiltered insights into accounting, entrepreneurship, and leadership as they openly reflect on their experiences, from navigating financial intricacies to tech company management. Whether you're an aspiring entrepreneur, finance professional, or simply curious about their journey, this episode provides straightforward takeaways. Tune in to discover what it takes to excel in the world of accounting and tech. Don't miss "A Decade of Accounting Leadership: FloQast Founders' Insights — Pt. 2: Lessons Learned" on the Blood, Sweat & Balance Sheets podcast.Interested in earning CPE? FloQademy, FloQast's learning portal available to all, provides 24/7 access to a free on-demand CPE/CPD library of engaging content, centralized credit tracking, and a product training catalog for customers. There you'll also be able to listen to Blood, Sweat & Balance Sheets episodes while earning CPE credits. Be sure to check out FloQademy today!

In the first episode of our two-part series, FloQast co-founders Mike Whitmire and Chris Sluty discuss the origins of FloQast, from meeting as undergrads to teaming up with CTO Cullen Zandstra, and more.Listen in as Mike and Chris share the story of how they first crossed paths while majoring in accounting, their separate paths after graduation, and the fateful reunion that took place in Los Angeles. They'll take you through the early days of FloQast's inception, discussing the challenges and triumphs of starting a company from the ground up — as accountants and first-time founders, no less.If you're fascinated by the origins of successful ventures and the unique dynamics of co-founders, this episode provides a firsthand account of their experiences.Interested in earning CPE? FloQademy, FloQast's learning portal available to all, provides 24/7 access to a free on-demand CPE/CPD library of engaging content, centralized credit tracking, and a product training catalog for customers. There you'll also be able to listen to Blood, Sweat & Balance Sheets episodes while earning CPE credits. Be sure to check out FloQademy today!

On Episode 124 of The Unique CPA, Randy talks to Mike Whitmire, CEO and Co-Founder of FloQast. Mike discusses how he overcame burnout in public accounting brought on by personal pain points to build FloQast, such as long hours both at a Big Four firm and at an L.A. startup, the difficulty of the month-end close process, and the need for a better work-life balance in accounting. He discusses growing FloQast to over 500 employees with a focus on culture and transparency. Get the full show notes and more resources at TheUniqueCPA.com