Podcasts about Karbon

Earmark Media Presents a bonus episode of Earmark Podcast:Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.Meet Our GuestsMary DelaneyLinkedIn: https://www.linkedin.com/in/marywdelaney/Learn more about KarbonOfficial website: http://karbonhq.comKenji KuramotoLinkedIn: https://www.linkedin.com/in/kenjikuramoto/Learn more about AcuityOfficial website: https://acuity.coNeed CPE?Get CPE for this episode: https://earmark.app/c/2877Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring The Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifiedsWant to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

On this episode of the Woodard Report podcast, Joe and Heather talk about the evolving accounting landscape including Anderson Group's bold IPO and Carbon's acquisition of AIDER AI. What do these moves signal about automation, workflow convergence, and private equity's growing influence?  Current events — Tax firm Andersen to file publicly for IPO as soon as this week Karbon acquires Aider to deliver the future of AI-powered accounting and bookkeeping TV/Movie quote of the week — Heather mentioned the movie "The Greatest Showman" Joe mentioned both "Dune Prophecy" and "Lost in Space" Excellent things we learned — Magical AI: the text expander Member spotlight — Beth Whitworth presented by Kim Petro, Practice Advancement Coach at Woodard The Woodard Report article of the week — Confronting Self-Doubt: Accountants' Edge in an AI World Thank you to our show sponsor, Zoho! Zoho is a unique and powerful software suite to transform the way you work, designed for businesses of all sizes, built by a company that values your privacy. Learn more about the show and our sponsors at Woodard.com/podcast

Welcome to the Digi-Tools in Accrual World Podcast, your essential update on UK Accounting Tech News and Fintech News!  This week, Ryan Pearcy and John Toon discuss the strategies shaking up the software world and the latest app updates you need to know about. First, Ryan speaks with Ben Carter, Product Director for the Small Business Division at Access. Ben shares the vision behind integrating products like Unleashed, MintSoft, and Tradify. He explains their mission to deliver "value in seven minutes" and how they're using AI to revolutionise data onboarding for new trial users.   Then, it's a packed App News segment: Sumday (Xero): An AI bot has been added to the carbon tracking platform to help analyse data and build sustainability business cases. AI-Native Payments: Ryan questions if AI-driven automatic payment runs are a genuine innovation or just a buzzword. Adfin Autopilot: The platform has launched an AI agent to intelligently and automatically chase customer debts. Karbon & Spotlight: A new integration allows firms to automate the scheduling and generation of Spotlight reports directly from Karbon tasks. Katana: The inventory tool for manufacturers has introduced a free plan, limited to 30 SKUs and 3 locations. WorkGuru: The project management tool adds project document templates and an OCR integration with Easy Bills. Employment Hero: The system now automates the complex calculation of leave entitlement for offboarding employees. Cyber Attacks: John covers startling research from FreeAgent showing 6 in 10 UK small businesses were hit by a cyber attack last year. Finally, Kevin Fitzgerald, MD of UK for Employment Hero, returns. He explains the strategic decision to pause and relaunch their bureau program , moving away from a "race to the bottom" on price to a new model focused on integrating HR and payroll services for accounting firms.   This episode is sponsored by Unleashed and Employment Hero.    TIMESTAMPS 00:00 Welcome to Digi-Tools in Accrual World 03:44 Unleashing Success: Inside the Small Business Division at Access 14:18 App News 14:22 Xero adds Sumday AI sustainability analysis 17:06 AI-native payments promise faster cashflow for firms 20:58 Adfin launches Autopilot automation 23:40 Karbon integrates with Spotlight for automated reporting 25:52 Katana introduces free plan for small manufacturers 27:52 WorkGuru adds templates and purchase orders 30:36 Employment Hero automates leave entitlement on offboarding 32:10 FreeAgent: Three in five small businesses hit by a cyber attack 38:00 Transforming Bureaus: Employment Hero's Approach to Payroll and HR Subscribe to our newsletter for more news, and reach out if you're interested in attending the Digital Disruption Awards next year!

Suatu hal yang dibuang dari hasil pembakaran di suatu alat transportasi memang sangat membahayakan buat udara maupun diri kita sendiri. Karbon Dioksida (CO2), Karbon Monoksida (CO), hingga PM2.5 pun sudah bertebaran di udara yang kita hirup setiap harinya. Apalagi sektor transportasi itu menjadi salah satu penyumbang terbesar emisi Gas Rumah Kaca (GRK) di Indonesia.Berbagai kebijakan transisi energi sudah banyak dilakukan pemerintah, yaitu dengan cara, penggunaan biofuel, shifting melalui elektrifikasi transportasi publik, hingga melakukan carbon pricing dan carbon trading yang baru-baru ini sedang mencuat kebijakannya.Episode ketiga series kolaborasi Transpod Podcast dengan INSTRAN ini akan mengenalkan tentang emisi karbon apa aja yang di dalam sektor transportasi dana bagaimana pula pemerintah berkomitmen mengatasi hal ini dengan segudang kebijakannya. Yuk simak episodenya langsung di Spotify, Apple Podcast, maupun platform podcast lainnya! Semoga bermanfaat!

Welcome back to Digi-Tools in Accrual World, your weekly source for the latest accounting tech news and fintech news! This week, Indi and Ryan dive into a massive wave of AI innovation sweeping the industry. The AI revolution is here! We break down Microsoft's game-changing "Agent Mode" for Excel, which promises to automate complex data analysis and reporting tasks. In other huge app news, Karbon has acquired the AI platform Aider to supercharge its practice management capabilities, and Sage is getting ahead of the curve by launching a new AI agent designed to tackle the administrative burden of MTD for ITSA. Join us as we cover all the essential updates you need to know, including: Karbon's AI Future: An in-depth look at the Aider acquisition and what it means for practice management. Microsoft's "Agent Mode": How AI is about to turbocharge Excel and Word for accountants. Sage's MTD Agent: A new tool to automate client onboarding and quarterly submissions. App News Round-up: Dext introduces a WhatsApp integration for easy receipt capture, QuickBooks unveils a major UI overhaul, Acting Office integrates with FreeAgent, and Brieff connects with Karbon for smarter meeting workflows. MTD Client Transition: We catch up with Dave from FreeAgent to discuss strategies for moving clients to MTD. Payroll Pitfalls: Kevin Fitzgerald from Employment Hero joins us to explain why running payroll on spreadsheets is a recipe for disaster. This episode is packed with critical insights into the tools and trends shaping the future of accounting. Don't miss out on the latest fintech news! Chapters 00:00 Welcome to Digi-Tools in Accrual World App News 16:02 Karbon Acquires Aider to Boost AI Capabilities 18:18 Brieff Announces Integration with Karbon 21:16 Dext Introduces WhatsApp Integration 22:26 QuickBooks Unveils New User Interface 24:20 Acting Office Integrates with FreeAgent 28:50 Microsoft Introduces "Agent Mode" for Excel 32:01 Xero Launches New Partner Hub 34:22 Sage Announces AI Agent for MTD 37:58 Why Running Payroll on Spreadsheets is a recipe for disaster - Employment Hero 44:24 Accountants and Bookkeepers - Come and join us on the pod!

Blake sits down with Mary Delaney, CEO of Karbon, and Kenji Kuramoto, co-founder of Acuity, to explore how standardizing workflows can unlock growth without sacrificing the artistry of advisory work. They discuss Karbon's acquisition of Aider, the power of time studies to identify automation opportunities, and why getting senior advisors to embrace process requires framing workflow as empowerment rather than micromanagement. Kenji shares lessons from building Acuity's advisory practice and why workflow due diligence became critical during their 14-firm merger with Sorren.Chapters(01:14) - Introducing the Guests: Mary Delaney and Kenji Kuramoto (01:31) - Big News: Carbon's Acquisition of ER (02:41) - Defining Workflow Revolution in Small Firms (04:35) - Kenji's Journey: From Big Four to Acuity (07:03) - Challenges in Building Advisory Workflows (08:59) - Empowering Teams Through Workflow (17:46) - The Importance of Time Studies (19:14) - Kenji's Hands-On Approach to Workflow (25:16) - The Role of Workflow in Mergers and Acquisitions (28:08) - AI and the Future of Workflow in Accounting (30:39) - Conclusion and Final Thoughts Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comhttps://earmark.app/Download the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guests:Mary DelaneyLinkedIn: https://www.linkedin.com/in/marywdelaney/Learn more about KarbonOfficial website: http://karbonhq.comKenji KuramotoLinkedIn: https://www.linkedin.com/in/kenjikuramoto/Learn more about AcuityOfficial website: https://acuity.coConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Turpinām sarunu par parazītu pasauli!Šajā podkāsta “Šauj garām!” epizodē viesos BIOR pētnieces Maira Mateusa un Zanda Ozoliņa.Runāsim par paralēlo pasauli, kas dzīvo līdzās mums — par dažādiem parazītiem, ar kuriem organisms iemācījies sadzīvot, un par tiem, no kuriem labāk turēties pa gabalu.Uzzināsim, kādi parazīti sastopami medījamos dzīvniekos, kādi ir riski cilvēkiem, un – pats galvenais – kā pasargāt sevi un savus medību suņus. Tāpat arī runājam par zivju parazītiem un cik tie bīstami.Epizode tapusi sadarbībā ar Medību saimniecības attīstības fondu.

Britanya'dan Yeni Zelanda'ya kadar okyanusların hızla ısındığına ve karbon dengeleme (offset) projelerinin iklim krizini durdurmakta başarısız olduğuna dikkat çekerken, Exeter Üniversitesi, The Guardian ve Max Planck Enstitüsü gibi kurumların son araştırmalarını aktararak deniz canlılarının kitlesel ölümlerinden karbon piyasalarındaki sahte kredilere kadar uzanan çarpıcı bulgularını özetliyoruz. 

It's been a while, but I'm back. And this episode is a bit of a brain dump. I talk you through: → Why moving countries forced me to reassess my routines → The power of systems to free up your time (even during a major life move) → How to build habits with zero friction → What it really takes to grow a remote-first, freedom-focused firm → The marketing system that brings in leads — even when I'm off-grid I also share the exciting switch we've made to a new practice management system — and why Karbon is now our go-to. Plus: a reminder that if you want real growth, you've got to work on the business, not just in it. If you've ever dreamed of building a firm that works without you, this one's for you. ------- If you've enjoyed my podcasts, here's how you can get more value from me: Free stuff Get a free copy of my book The Four Pillars from here Watch a short 8 min video on how you can win new clients whilst you sleep here Join 1500+ accountants owners in the Profitable Accountant Free Facebook group My inner-circle Join 150+ accounting firm owners in the Profitable Accountants Community (the PAC) to get access to the tools, training and tribe to help you grow your firm - without wasting time and money doing it the hard way. Join the PAC NOW! For larger sole practitioner firms wanting more support, direction and accountability, access the Profitable Accountants Mastermind including 1-2-1 access to me If you're going to create an account and use OnlineJobs.ph use my affiliate link here and i'll get a few pennies back in return to fund my coffee addiction

Hiermit meint Komponist Guido Neff eine der zwei Ruten, die er zum Hackbrettspielen braucht. Sein Kollege, der Hackbrettlehrer Albert Graf, hat sich dieses Stück gewünscht und erzählt von neuen Ruten aus Karbon und aus dem 3-D-Drucker.

Show Summary: In this episode of Grow My Accounting Practice, we welcome Ian Vacin, co-founder of Karbon and co-author of the upcoming book Scale with Purpose: The Service Entrepreneur's Guide to Intentional Growth, written with Jason Blumer. Together, they've drawn from over 25 years of experience advising, consulting, and mentoring service firm owners to create a practical roadmap for entrepreneurs who want to grow their businesses intentionally—not accidentally. Ian discusses why scaling a service-based business is about far more than just growth in numbers. He shares insights from the book, including how to optimize human capital, plan across different time horizons, and address the biggest challenge that keeps owners up at night: capacity. From understanding when your team is overworked or underutilized to navigating structural adjustments at different growth plateaus, Scale with Purpose offers proven tools and case studies that help owners maximize profitability while building sustainable businesses. Whether you're leading a small team or running a firm with dozens of employees, this conversation will give you a clear framework to scale consciously, manage your team effectively, and unlock the true enterprise value of your company.   Website:scalewithpurpose.info karbonhq.com/practice-excellence/ https://karbonhq.typeform.com/leader-survey   Corporate Partner:Miles Talent Hub - http://www.mileseducation.com Profit First App Version 2.0 is here!  More Education. More Functionality. More Profit!

In this solo episode Heather Smith shares her proven process for creating impactful presentations, from topic selection to AI tools, helping accountants communicate with clarity, confidence, and audience engagement. The accompanying article to this podcast appeared in Karbon Magazine : https://karbonhq.com/resources/creating-impactful-presentations/ In this episode, we talk about . . . Key Topics: Choosing a clear, focused topic tied to your strengths. Event prep checklist (theme, audience, timing, learning outcomes). Leveraging AI tools like Gamma.ai & ChatGPT for brainstorming and refinement. Presentation design tips with Canva & accessibility considerations. Audience engagement strategies (polls, paired discussions, live reflections). Practising delivery, managing timing, and adjusting to conference themes. Apps & Tools Mentioned: Canva, Gamma.ai, ChatGPT, Otter.ai, Mentimeter, Slido. 00:00 – Welcome & Episode Introduction  Heather introduces the Accounting Apps Podcast and today's focus on presentation skills. 03:05 – The Accountant as Storyteller  Why storytelling matters in accounting presentations. 05:12 – Picking Your Presentation Topic  Identifying core strengths and aligning with audience needs. 08:20 – Event Prep Checklist  Heather's go-to template for conference and session details. 12:18 – Knowing Your Audience & Agenda Positioning  Adapting delivery based on audience energy levels and schedule timing. 16:05 – Drafting Content & Reusing Resources  Repurposing past slides, articles, and podcasts to save time. 19:40 – Designing for Clarity with Canva  Practical slide design tips and exploring Gamma.ai for inspiration. 24:10 – Essential Presentation Structure  Key slide elements from title page to call-to-action. 27:55 – Engaging Your Audience  Using polls, paired discussions, and live reflections to boost interaction. 32:05 – Slide Strategies & Accessibility  Heather's approach to slide density, colour choices, and design resources. 35:40 – Leveraging AI for Content Review  Using ChatGPT to refine flow, style, and relevance. 39:05 – Practice, Backup Plans & Conference Day Routine  Preparation techniques, tech checks, and handling unexpected issues. 41:25 – Lifelong Learning for Accountants  Encouragement to keep developing skills for impactful communication.   Contact details: Accounting Apps newsletter: http://accountingapps.io/ Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind LinkedIn: https://www.linkedin.com/in/HeatherSmithAU/ YouTube Channel: https://www.youtube.com/ANISEConsulting X: https://twitter.com/HeatherSmithAU

In this week's Digi-Tools in Accrual World podcast, we dive into the biggest stories in accounting tech news and talk cybersecurity with Dr Ian Gregory from Advancetrack. From AI-driven hacks to practical steps for protecting your data, this episode is packed with insights every accountant and finance professional needs to hear. 00:00 Coming Up 00:56 Welcome to the Digi-Tools in Accrual World podcast App News 09:53 Socket x Adfin integration enters beta testing 13:44 Fathom launches Sage 50 Accounts integration and dashboard saved views 15:33 Joiin integrates with Pennylane for faster multi-entity consolidation 18:39 Ignition and Karbon release unified billing and workflow integration 22:27 Landlord Studio partners with Habito to support UK landlords and MTD compliance 24:17 Clio to acquire vLex in a US $1 billion deal 25:57 Campfire raises £28 m illion to expand advisory AI platform 27:39 QuickBooks rolls out new Square Connector for sales and payout sync 30:31 Cybersecurity: Where is your firm's weakest link? || With Dr Ian Gregory - Advancetrack 39:14 Thanks for joining us - please rate the pod! Join us for the Digital Disruptor Awards in Manchester in September: Nomination your heroes for an award: https://forms.gle/vEpPrSitc8k32FzM8 Join the waitlist for tickets https://forms.gle/Vjoff74RN1Njaubw6

#doğakonuşmaları

Here's that video about building your service library https://youtu.be/T8rQzr3ogkM?si=GahF4kvCd4WYRguZ

Here's the original LinkedIn post where folks shared their stacks https://www.linkedin.com/posts/jstaats_drop-your-firms-tech-stack-here-and-ill-activity-7334226164871217152-WKtr

Learn more about Rightworks' new community here! https://www.rightworkscommunity.com/

Here's a link to that email from Intuit https://x.com/EmDeeEm/status/1925998610883219951

U velikoj akciji Karbon uhićeno je šest osoba, sumnjiči ih se za krijumčarenje droge iz Kolumbije, ali i planiranje napada. Planula su skladišta u nedovršenoj bolnici u zagrebačkom Blatu, istraga počinje čim svane. U Kumrovcu veliko slavlje Titovog rođendana, okupilo se više od 10.000 obožavatelja Josipa Broza.

Canada's Got Talent (CGT) is back for a new season! Country music legend Shania Twain and comedian Katherine Ryan join series veteran judges Howie Mandel, Kardinal Offishall, and host Lindsay Ell to find Canada's next superstar!   Jake's Take with Jacob Elyachar thanks our friends at Citytv for bringing some of my favorite acts to the platform for the fourth year in a row!  The CGT finale is tonight, and I am thrilled that members of Funkyverse took time out of their preparation to speak with me.   This Toronto-based dance crew blew the audience and judges away with their spectacular routines. Funkyverse is one of two acts (besides their fellow finalist and Jake's Take with Jacob Elyachar friend Jacob Lewis) to earn TWO GOLDEN BUZZERS and $50,000 from CIBC this season!  On this fourth special CGT episode of The Jake's Take with Jacob Elyachar Podcast, Funkyverse's Karbon and Cheech shared their group's origin story, why they auditioned for the Canadian talent competition, spoke about their two Golden Buzzer moments, and previewed their finale performance.Canada's Got Talent airs Tuesdays on Citytv.Become a supporter of this podcast: https://www.spreaker.com/podcast/jake-s-take-with-jacob-elyachar--4112003/support.

Is it Possible to Bring a Karbon Pesach today? When did the Ashes of the Para Aduma stop?

Tom schwärmt von Autos, die aussehen wie aus den Achtzigern. Andi weiß, warum ein Geländewagen mehr Karbon trägt als ein Formel-1-Wagen. Und am Ende wird ernsthaft darüber diskutiert, ob man mit Roter Rübe Vampirismus light betreibt. Klingt wild? Ist es auch. Denn wir reiten die Retro-Welle nicht – wir rammen sie mit Anlauf. Wer also Lust auf schräges Fachsimpeln, halb ernst gemeinte Zukunftsthesen und zwei Hosts hat, die sich regelmäßig ins Wort fallen – hier bist du richtig!

Bill distro hops. Larry considers a distro hop. Bill fixes his problem with Snap packages. Larry fixes his app probles. Is using AI cheating? We discuss what you get with these office suites: LibreOffice, WPS Offce, ONLYOffice, Calligra, and Microsoft 365 Online. Episode Time Stamps 00:00 Going Linux #466 · Using Linux to get things done in Work and School (Office Suites) 01:24 Life gets in the way. 02:34 Bill's MX Linux hop update 03:21 The return to Zorin 04:45 Larry considers a switch to Open SUSE 07:01 Using Linux to get things done 07:39 Bill updates snapd and solves his problem with Snap packages 08:39 Larry reinstalls an app to solve problems 09:31 AI disclaimer for this episode - a GPT4All and Deep Seek collaboration 12:24 Is using AI cheating? Let us know 14:03 Check your distribution's repositories for packages before downloading from the webpages for each office suite we mention 16:31 LibreOffice - Writer, Calc, Impress, Draw, Base, Math, Charts 21:26 WPS Office - WPS Writer, WPS Spreadsheet, WPS Presentation, WPS PDF Reader 25:11 ONLYOffice - Document Editor, Spreadsheet Editor, Presentation Editor, PDF Editor 34:40 Calligra - Words, Stage, Sheets, Karbon, KEXI, Plan 43:31 Microsoft 365 'Free' er uh 'Trial' er uh 'Subscription' Online - Documents, Presentations, Workbooks 56:18 App pick: GPT4All 59:36 End

A quick idea in the importance of mindfulness in our speech. Relevant to when we use Hashem's name, even to designate a Karbon. And relevant to an important Halacha in how to speak when buying meat and chicken for Pesach.Have a wonderful Shabbos HaGadol

My co-host Tyler Caskey Partner at The BeanCounters and I presented a taster of our quarterly Accounting Tech update podcast at the popular Accounting & Business Expo in Sydney.  In this episode, we talk about . . . Big Software Moves: Xero retires classic invoicing and introduces drag/drop bill uploads; QuickBooks enhances Projects and Work area; MYOB adds new reminders; Easy Business adds ABA payroll. ERP & Practice App Upgrades: NetSuite introduces AI-powered “Text Enhanced,” while XonBoard simplifies Xero onboarding—praised as “worth its weight in gold.” Insights & Oversight Tools: Fathom launches Portfolio for client-wide metrics; Dext refreshes its dashboard; Spotlight Reporting pushes ESG advisory via Sustain. Standout Tools & Features: Modano's online budgeting praised, Translucent adds 6 tracking categories & Deferred Revenue App, Karbon expands KPI reporting and integrates Chrome extension. Ecosystem Growth: Sharesight adds Drawdown Risk and improved cost reporting; Fergus integrates with Xero for builders; Workshop Software boosts mobile bookings; EZRentout enhances order pipelines. Contact details: Tyler Caskey : https://www.linkedin.com/in/tylercaskey/  The Bean Counters : https://www.thebeancounters.com.au/   Heather Smith: https://www.linkedin.com/in/HeatherSmithAU/  Accounting Apps newsletter: http://HeatherSmithAU.COM Accounting Apps Mastermind: https://www.facebook.com/groups/XeroMasterMind  YouTube Channel: https://www.youtube.com/ANISEConsulting 

Dave Yuan is the founder of Tidemark, an active growth equity investor focusing on vertical SaaS companies with outsized advantages that can become “control points” in their markets and grow very big. Dave and Tidemark have invested in successful companies like Toast, ServiceTitan, Karbon and Dutchie.  In this episode, Dave shares some of the most useful strategic growth frameworks for vertical SaaS companies to grow through winning market share, expanding with additional products, and even extending through an industry ecosystem serving new markets. We also talk about the impact of AI on established vertical SaaS players and how it's both an opportunity and a thre Tidemark supports the global community of practical vertical SaaS founders by publishing their strategic growth frameworks, their annual Vertical SaaS Benchmarketing Report,  and they host the annual Vertical SaaS Collective Live conference for founders.  Quote from Dave Yuan, founder at Tidemark “Vertical SaaS founders should not be asleep with AI. You can wave it off, view it as a toy, and say that no one's going to trust that outcome or use it. That may have been the case, but things are changing really quickly. “Lots of smart people are making it better every month, and you have a massive opportunity to improve it with your data and workflow. “Jump into it to control your destiny. Don't get caught sleeping without AI in your product in a useful way.” Links Dave Yuan on LinkedIn Tidemark on LinkedIn Tidemark website Tidemark Vertical SaaS Knowledge Project  VSaaS Collective Live 2025 conference Vertical SaaS Benchmark Report 2024 The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com/newsletter.

Join My Accountant Community! https://www.rlz.io/

Check out Karbon's Report https://karbonhq.com/resources/state-of-ai-accounting-report-2025/Read my Newsletter! https://www.jasononfirms.com/newsletter

Yuri's LinkedIn post that kicked off this discussion https://www.linkedin.com/posts/ykapilovich_thefuncpa-activity-7283119732684206081-Mr-_?utm_source=share&utm_medium=member_desktopAnd check out Yuri's podcast here! https://thecapitalcontribution.buzzsprout.com/1986541

Connect with Craighttps://x.com/CPATaxTeam

Connect with Jaimehttps://tieroneservices.nethttps://www.linkedin.com/in/jcampbellcpa/https://www.facebook.com/jcampbellcpa

Connect with Trevor on LinkedIn! https://www.linkedin.com/in/myrescpa/

Check these out:Keeper https://keeper.appRightTool https://righttool.appThe Twitter Thread https://x.com/jstaatscpa/status/1600254070929121281?s=46&t=XT6m6_jtIaGZNqvqfk5eRw

Check these out!Soraban https://www.soraban.comStanford Tax https://stanfordtax.com/SafeSend https://safesend.com/

Episode 239 FACULTY: Scott Scarano, EA and Matt Kid, CPA CLASS: #Shoperations In this episode, our substitute teacher, Matt Kidd, continues his interview with Scott Scarano, EA where Scott shares the story of how he grew his accounting firm to $1.3 million with $400,000 in annual cash flow, and became completely removed from daily operations. Scott provides insights into the importance of a strong team, unique hiring methods, and embracing technology and innovation in the firm. He also touches on his passion for rapping, his struggle with growth versus letting off the reins, and his future aspirations for his firm.

Today, Wesley and Kim welcome Elizabeth Blass, an executive with 15+ years of experience in Customer Success organizations in a variety of fields.  They discuss Leadership in general and specifically, how it can be hard to receive feedback as a leader when you do something that unintentionally causes offense.  How do you discover that it happened in the first place and then, what can you do to address the situation?  Kim and Elizabeth point out that it is important to accept criticism in public gracefully, though that can be incredibly hard in the moment. About Elizabeth Blass.  Elizabeth is a two time Chief Customer Officer with 15+ years of global leadership experience in the technology sector.  She has built and led Customer Success teams for companies such as Verizon, CME Group and TrustArc.  She is currently the Chief Customer Officer for Karbon. https://www.linkedin.com/in/elizabethblass/Kim also mention DARVO during the episode.  Here is a link to explain more.  https://www.jjfreyd.com/darvo

Episode 236 FACULTY: Joe Carufe and Ben Curtis, CPA CLASS: #Shoperations In this episode, Scotty hosts Joe Carufe and Ben Curtis of Good Measure. They discuss their unique approach to building a new type of firm, embracing partnership without ego, and intentionally planning for sustainable growth. The conversation dives into the evolution from their past experiences to creating Good Measure with a focus on strong client relationships and community impact. Joe and Ben share their vision for a balanced professional and personal life, their process in finding ideal clients, and the importance of giving back. Engaging and insightful, this episode provides a blueprint for building a purpose-driven, successful firm.

Learn more about Mike & Rebecca's community here https://thecollaborationroom.circle.so/c/join-now?post_login_redirect=https://thecollaborationroom.circle.so/

Episode 234 FACULTY: Matt Kidd, CPA CLASS: #Shoperations In this throwback to Sons of CPAs, Scotty chats it up with Matt about his two CPA brothers, diving into how they each built successful practices, inspired by their CPA father. They talk about managing and transitioning CPA firms, incorporating wealth management, modernizing traditional practices, tax season, and client relationships. Tune in for a comprehensive view on growing a client-centric, million-dollar CPA practice, with insights on practical strategies and overcoming challenges in the accounting profession.