Podcast appearances and mentions of mike whitmire

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Best podcasts about mike whitmire

Latest podcast episodes about mike whitmire

The Unique CPA
Shift Happens: Redefining the Profession

The Unique CPA

Play Episode Listen Later May 27, 2025 42:20 Transcription Available


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

From CPA to CFO
Reimagining Accounting with Ramp's Edwine Alphonse: Career, AI, and Transformation

From CPA to CFO

Play Episode Listen Later May 12, 2025 49:11


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!

Risk Management Show
AI Risks in Accounting: Avoid These Common Pitfalls with Mike Whitmire

Risk Management Show

Play Episode Listen Later Apr 15, 2025 24:15


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."  

From CPA to CFO
Ethical AI in Action: Compliance, Innovation, and Accounting's Next Frontier

From CPA to CFO

Play Episode Listen Later Mar 17, 2025 46:15


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.

CPA Trendlines Podcasts
Stefan van Duyvendijk: Develop Operational Mindset | The Disruptors

CPA Trendlines Podcasts

Play Episode Listen Later Feb 11, 2025 47:40


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.  

From CPA to CFO
How Two Ex-Accountants Help Drive Innovation at FloQast

From CPA to CFO

Play Episode Listen Later Feb 10, 2025 71:26


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 in Compliance with Tom Fox
Navigating Accounting and Compliance with Mike Whitmire

Innovation in Compliance with Tom Fox

Play Episode Listen Later Jan 21, 2025 35:55


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

From CPA to CFO
From Talent Gaps to Tech Gains: What 2025 Holds for Accounting

From CPA to CFO

Play Episode Listen Later Jan 13, 2025 75:02


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

From CPA to CFO
Shift Happens: Taking a Deep Dive Into Our New Book on the Future of Accounting's Operational Change

From CPA to CFO

Play Episode Listen Later Nov 18, 2024 41:12


In this special episode, cohosts Mike Whitmire and Stefan van Duyvendijk join forces to delve into their forthcoming book, "Shift Happens: The Rise of the Operational Mindset and How Controllers Can Drive Real Value." Together, they explore the evolving landscape of the accounting profession, the emergence of the operational mindset, and how controllers can become pivotal in driving organizational success.

The FinTech Flo
New Room, New Accountants, New AI Technology - Ep. 37

The FinTech Flo

Play Episode Listen Later Oct 17, 2024 51:59


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

From CPA to CFO
Blood, Sweat & Balance Sheets: An Inside Look at How FloQademy is Revolutionizing CPE

From CPA to CFO

Play Episode Listen Later Oct 7, 2024 48:38


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.

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
453. 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 (Mike Whitmire)

The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

Play Episode Listen Later Sep 30, 2024 37:22


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!

The FinTech Flo
Bridging the Talent Gap With The Next Generation of Accountants - Ep. 34

The FinTech Flo

Play Episode Listen Later Sep 5, 2024 58:09


The Next Generation of Accountants #GenZ - Fintech Flo: Episode 34 (9/5/24)The pathway to becoming a CPA is different now with proposed modifications to the exam process and new developments in AI and technology that have changed the profession forever.  Are you a college student thinking about obtaining your CPA or considering working for an Accounting Firm?  Drew and Mike delve deeper into current Accounting Industry updates and what the profession is like today, as well as how it is going to change tomorrow. The role of industry professionals will be transforming, and the mission now is to showcase to the next generation how their job will be different.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/@fintechfloThere'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

The FinTech Flo
Hot Number Summer - Petrodollar, Money Laundering, Men in Finance

The FinTech Flo

Play Episode Listen Later Jul 11, 2024 55:06


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

The FinTech Flo
Is “Move Fast & Break Things” the Best Approach to Innovative Business?

The FinTech Flo

Play Episode Listen Later Jun 27, 2024 56:29


 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

From CPA to CFO
Building Bridges: Adam Yarnell's Journey from Audit to Sales to helping FloQast launch in Australia

From CPA to CFO

Play Episode Listen Later Jun 17, 2024 48:16


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

The FinTech Flo
Noncompetes, Accounting Top 100, and Consultants in the Spotlight - Fintech Flo: Episode 26 (5/16/24)

The FinTech Flo

Play Episode Listen Later May 16, 2024 61:43


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

From CPA to CFO
Ready, Set, IPO: Navigating Market Dynamics for Potential Public Offerings

From CPA to CFO

Play Episode Listen Later May 6, 2024 45:50


In this episode of Blood, Sweat & Balance Sheets, hosts Mike Whitmire and Stefan van Duyvendijk, alongside guest Craig Clay, President at Donnelley Financial Systems (DFIN), delve into the intricate world of IPOs. With the market landscape poised for change in 2024, the discussion centers on understanding market dynamics to capitalize on potential public offerings, including insights on the evolving SPAC market.Tune in as Craig offers invaluable insights into the current market trends shaping IPO opportunities. From analyzing investor interests to deciphering market signals, listeners gain a comprehensive understanding of the factors driving IPO decisions. Learn how to harness market opportunities and navigate the complexities of potential public offerings, all while keeping a pulse on the evolving SPAC landscape in 2024.Key Takeaways:- Gain insights into the current market dynamics shaping potential public offerings- Understand the factors influencing investor interests and IPO decisions- Navigate the complexities of the IPO journey with strategic foresight- Stay informed about the evolving SPAC landscape and its impact on IPO strategies

The FinTech Flo
The Future of Social Security, Accounting, and the Economy - FinTech Flo: Episode 22 (2/29/24)

The FinTech Flo

Play Episode Listen Later Feb 29, 2024 66:00


You've heard for years about how social security is running out, but when exactly will that happen, and why? Public accounting firms are starting to take Private Equity money, how will that shake up the industry? What do you need to know about stock options and exercising of them in start-ups? All this and more on the new season of the FinTech Flo, with Mike Whitmire and Drew Carrick!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/ Interested in working at FloQast?! We love hiring people with accounting backgrounds - see what's available on www.floqast.com/careers Watch the episode on www.youtube.com/floqast Produced by @FloQastStudioshttps://www.instagram.com/floqaststudios https://www.twitter.com/floqaststudiosThere'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

From CPA to CFO
Automating the Audit: How This Controller Streamlined Operations for a Pain-Free Busy Season

From CPA to CFO

Play Episode Listen Later Feb 26, 2024 41:11


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

From CPA to CFO
Controller's Guidebook Unveiled: Navigating Trends in Accounting — Pt. 2

From CPA to CFO

Play Episode Listen Later Jan 22, 2024 37:07


Join host Mike Whitmire and guest Stefan van Duyvendijk in the concluding episode on the Controller's Guidebook research series. Part Two delves into critical aspects shaping the accounting landscape, including burnout, talent shortage, salary challenges, and the transformative role of technology. Explore why accountants should embrace a more strategic role, unlocking valuable insights for business success and creating more fulfillment in their careers. Get real-world insights on leadership empowerment and uncover practical steps for navigating the ever-evolving accounting landscape based on the Controller's Guidebook series.

From CPA to CFO
Controller's Guidebook: Talent, Tech, Burnout — Understanding the Current State of Accounting Pt. 1

From CPA to CFO

Play Episode Listen Later Jan 8, 2024 36:54


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.

The FinTech Flo
FinTech Flo - Episode 20 (12/14/23)

The FinTech Flo

Play Episode Listen Later Dec 14, 2023 65:46


We're wrapping up 2023 with the best episode of the year, which includes an Ask Us Anything section after the Concluding Cycle that is filled with insights on growing business and starting companies! Drew and Mike also tackle the biggest headlines from the Wall Street Journal, the IRS entity, changes to audit confirmations, and the insane world of employment at tech giants! You don't want to miss this Season 1 wrap up! 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/ FinTech Flo - Episode 20 (12/14/23): Ask Us Anything, The Biggest Headlines, and a Wrap on 2023!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

Futurum Tech Podcast
Technology Can Be the Solution to Today's Finance and Accounting Talent Crisis with FloQast - Futurum Tech Webcast

Futurum Tech Podcast

Play Episode Listen Later Oct 20, 2023 24:43


In this episode of the Futurum Tech Webcast, Mike Whitmire, CEO and Co-Founder of FloQast joins host Keith Kirkpatrick, Research Director, Enterprise Applications at The Futurum Group, for a conversation about workplace trends, focusing specifically on the accounting industry, and the frustrations that many accountants struggle with, day-in and day-out, and what that means for today's organizations and the future of the accounting profession. They also discuss how technology can be the catalyst for ensuring that the accountants of today are able to continue to do meaningful work, while also properly positioning the industry to continue to attract bright and innovative workers for years to come. You can watch the video here and subscribe to our YouTube channel if you've not yet done so.

From CPA to CFO
A Decade of Accounting Leadership: FloQast Founders' Insights — Pt. 2: Lessons Learned

From CPA to CFO

Play Episode Listen Later Oct 16, 2023 39:54


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!

From CPA to CFO
The Origins of FloQast With FloQast Founders Mike Whitmire and Chris Sluty — Pt. 1: Learning To Lead

From CPA to CFO

Play Episode Listen Later Oct 2, 2023 43:33


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!

The Unique CPA
Automation as a Way to Reduce Burnout

The Unique CPA

Play Episode Listen Later Sep 26, 2023 36:22


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

From CPA to CFO
From Audit Associate to SaaS Sales to Running FloQast EMEA: How Adam Zoucha Attained His Dream Job

From CPA to CFO

Play Episode Listen Later Aug 21, 2023 40:36


In this episode of "Blood, Sweat & Balance Sheets," host FloQast Co-founder and CEO Mike Whitmire chats with FloQast's first business development representative and current Managing Director, EMEA, Adam Zoucha, Managing Director about his incredible journey from audit at Deloitte to becoming a successful account executive, sales manager, and now, a key figure in FloQast's European expansion.Listen in as Mike and Adam reminisce about FloQast's early days, operating out of the cramped FloQast House in Valley Village, learning how to sell accounting software, trying (and failing) to double as an accountant at FloQast, and ultimately, launching FloQast's office in London, and what that process was like. In three years as General Manager and VP of FloQast, EMEA, Adam has helped scale FloQast's presence in the region while growing the team to over 40 employees in the process.Join Mike and Adam as they discuss the "roll up your sleeves" mindset that has been crucial in shaping FloQast's success, and how Adam's understanding of the market, empathy for colleagues, and dedication to mentorship have all contributed to making FloQast the company it is today. This candid conversation offers valuable insights into leadership, growth, and the journey of a finance company making its mark in the world. If you're curious about the inner workings of a dynamic leader and the growth of a prominent finance company, this episode is a must-listen.Blood, Sweat & Balance Sheets is available on all major podcast platforms. Subscribe now to gain valuable insights from finance industry leaders.

From CPA to CFO
Getting Strategic: An Inside Look at This Accountant's Transition From Tactical to Accounting Ops

From CPA to CFO

Play Episode Listen Later Jul 17, 2023 48:34


On this episode of Blood, Sweat & Balance Sheets, host Mike Whitmire, Co-founder and CEO of FloQast, chats with FloQast super user Jonathan Hardy, Director of Accounting Initiatives at LeadVenture, about his career and how embracing technology got him to where he is today. Listen in as Jonathan shares his career journey, highlighting his transition from a focus on day-to-day accounting to the strategic realm of operations.Gain valuable insights as Jonathan reflects on the challenges he encountered along the way and the pivotal role technology played in transforming his perspective. Discover how embracing innovative approaches and leveraging technology can enhance accounting teams' processes, creating a harmonious balance between finance and operations.Throughout the episode, Jonathan and Mike delve into the practical aspects of driving efficiency, collaboration, and growth within accounting departments. By exploring Jonathan's experiences and perspectives, you'll gain valuable strategies to improve your own accounting career.

IBS Intelligence Podcasts
Ep590: The challenges of balancing the books – accountancy in the 21st century

IBS Intelligence Podcasts

Play Episode Listen Later May 25, 2023 12:31


Mike Whitmire, Co-Founder & CEO, FloqastTech unicorn Floqast is a provider of accounting workflow automation, freeing the (mostly) men in green eyeshades from their spreadsheets! But seriously, accountancy is the US faces a crossroads with increasing automation and the likely future adoption of AI-backed solutions. Automation should be freeing up talent to tackle the more interesting and value-added tasks but there's actually a talent shortage that needs addressing. It seems there is no accounting for taste or maybe no taste for accounting. Reflecting on this and on Floqast's recent 10th anniversary, Mike Whitmire, Co-Founder and CEO of Floqast speaks to Robin Amlôt of IBS Intelligence.

B2B Marketing Podcast
Episode 77: Putting the Hollywood in B2B with FloQast's Mike Whitmire

B2B Marketing Podcast

Play Episode Listen Later Jan 20, 2023 21:24


Set aside the whitepapers, downloadable guides, and e-books. If you really want to reach your audience, you need to think outside the box. And that's exactly what you'll learn in this episode. Head of content David Rowlands is joined by FloQast's co-founder and CEO to unpack their YouTube tv series, PBC – a mockumentary exploring the trials and tribulations of life in an accountancy office featuring talent from Saturday Night Life, Breaking Bad, The Office and more. In this episode, you'll learn how to take your creative ideas to the next level, get buy-in from a cautious board, how to measure success and why creativity pays off. To watch all episodes of PBC, click here: https://www.youtube.com/floqaststudios For all things creative, listen to a recent episode with Addleshaw-Goddard's Brain Macreadie where we unpack what makes an award-winning campaign here: https://soundcloud.com/b2bmarketingpod/episode-75-award-winning-brian-macreadie-discusses-addleshaw-goddards-poetry-based-campaign?&utm_source=editorial&utm_medium=link&utm_campaign=brian_macreadie_podcast&utm_term=episode_75:_award-winning_brian_macreadie_discusses_addleshaw_goddard%E2%80%99s_poetry-based_campaign To access a mine of exclusive content and on-tap expert advice, check out B2B Marketing's gated community site, Propolis, here: https://www.b2bmarketing.net/en-gb/propolis-homepage?&utm_source=editorial&utm_medium=link&utm_campaign=mike_whitemire_podcast&utm_term=episode_77

CPA Trendlines Podcasts
Mike Whitmire: Re-Think Your Hiring and Training Practices

CPA Trendlines Podcasts

Play Episode Listen Later Nov 23, 2022 36:07


Training can triumph over textbooks in the talent wars.The DisruptorsWith Liz Farr for CPA TrendlinesMike Whitmire wants to transform the role of accountants in industry from mere counting beans (though that's not a bad skill to have) to an operational role that leverages accountants' knowledge of company finances and operations to drive efficiency throughout an entire organization.More here: https://cpatrendlines.com/?p=103950Subscribe to CPA Trendlines podcasts anywhere: Apple, Google, Spotify, iHeart, Deezer, Amazon Music and Audible, Player FM, Audacy, Gaana (India), and Boomplay (Africa).

Sons of CPAs
The Balancing Act: Accounting meets Showbiz (feat. Drew Carrick, CPA aka The Rapping CPA aka Petty Ca$h)

Sons of CPAs

Play Episode Listen Later Sep 21, 2022 82:21


Accounting High (aka Sons of CPAs podcast) Season 3 Episode 14 | Recorded March 28, 2022 Guest: Drew Carrick aka The Rapping CPA aka Petty Ca$h Hosts: Blake Oliver and Scott Scarano Sponsor: Jirav - head over to jirav.com/sons PBC. If you don't know what that means, it's not for you. Or, go ahead, and watch the show made by accountants for accountants. Scott, Blake, and Drew dive deep into the accounting revolution that we're currently in and bridge the connection between accounting and mainstream media. How, when, and where did this start? Where are we headed? How do we keep up with all this? Find out and listen. 4 - Petty Ca$h's hardcore self-introduction, give it up for The Rapping CPA Shoutout to Mike Whitmire, CPA, FloQast 6 - Scott as The Rapping EA… What chu think huh? 10 - PBC: The Office, but it's hyper-focused on the accounting department Shoutout to The Office, Kate Flannery, Creed Braton, Michael Gallagher 12 - Get insights of some upcoming projects for the accounting demograpics from Drew 15 - Accoutant Drew vs Entertainer Drew 22 - You create your own luck by going into the business world and making the connections Shoutout to Earmark 25 - How Blake got into accounting? He didn't want to be a starving musician 29 - The Accounting Revolution 33 - If you could change one thing about accounting, what would it be? 36 - Accounting: deemed the most difficult of the school of business majors Shoutout to Jay-Z, NAS, Jason Ackerman, CPA, CFP®, CGMA 40 - Public Accounting Anthem's purpose 43 - Drew's taste of fame Shoutout to Lil Dicky aka David Burd 45 - The multiverse of Drew Carrick Shoutout to Marissa Jones, Logic, EMINƎM, Weird AL Yankovic 51 - The goal is not to make money off of this. It's to make something that the accounting demographic can relate to Shoutout to Phil Mickelson, KPMG 56 - PBC Season 2? Shoutout to Josh Sims, Joshua Glassman 61 - I haven't really felt like it's over my head cause like I said, I think I've been preparing my whole life for this specific job 65 - Can I have your attention, please? 71 - My entire life is built on this notion of balance… it's been this balancing act Shoutout to Joe Rogan, Jamie Fox 77 - Nobody could ever come close to being you, so always stay true to you --- Send in a voice message: https://anchor.fm/sonsofcpas/message

The Tech Blog Writer Podcast
2047: How Tech is Transforming Finance Into a Strategic Business Function

The Tech Blog Writer Podcast

Play Episode Listen Later Jul 23, 2022 26:32


Mike Whitmire is the co-founder and CEO of FloQast, a close management software company that helps rapidly growing companies, particularly pre-IPO and public companies, close their monthly financial books with greater accuracy and speed. Mike joins me on Tech Talks Daily to discuss how tech is revolutionising the finance function to make it a strategic business function and the role of automation in supporting forward-thinking CFO's. We also discuss upskilling in the finance function, continuous talent optimisation and how tech can help accountants achieve a better work-life balance at work.

From CPA to CFO
The CFO, Revisited: How Should Finance Execs and CEOs Be Collaborating

From CPA to CFO

Play Episode Listen Later Jul 11, 2022 50:51


Being a CFO in 2022 is probably a lot different than it was just a few years ago. The demands are greater and deadlines are tighter, resulting in added pressure throughout the office of the CFO. In this conversation, FloQast CFO Razzak Jallow, Co-founder and CEO Mike Whitmire, and Accounting Operations Evangelist Stefan van Duyvendijk discuss the evolution of accounting leadership over the last several years, how to effectively structure an efficient accounting organization (within a rapidly growing tech company), and how they see those expectations changing in a tumultuous economic environment.

Off the Books
Going with the Flo: A Chat with FloQast CEO Mike Whitmire

Off the Books

Play Episode Listen Later Mar 22, 2022 29:32


Mike Whitmire wasn't even a decade out from graduating with an accounting degree when he co-founded FloQast, a software company created by accountants for accountants in 2013. Mike shares how he became CEO of a startup, how he keeps blazing his own path, and why he wanted to make a web series for accountants.

Accounting Today Podcast
Creating entertainment for accountants

Accounting Today Podcast

Play Episode Listen Later Jan 17, 2022 25:39


Mike Whitmire of FloQast and Drew Carrick of FloQast Studios take us behind the scenes of creating the first comedy series for accountants, "PBC," and share why the company is building its own content studio.

IBS Intelligence Podcasts
Ep318: How accounting automation can improve financial visibility and lead to better decision-making across the board

IBS Intelligence Podcasts

Play Episode Listen Later Oct 8, 2021 15:20


Mike Whitmire, CEO and Co-founder, FloQastFloQast provides accounting automation software for finance teams globally, with customers that include the likes of Zoom, MongoDB and WorldRemit. In an interview with IBS Intelligence's Reporter Gaia Lamperti, CEO and Co-founder Mike Whitmire explained how the company can enable a month-end close  with ease and dispense with much of the typical bureaucracy associated with accounting processes. 

From CPA to CFO
Trading Cards, NFTs, and Sneakers: Convincing A FloQast Board Member that Investing in Alternative Assets Can Pay Off

From CPA to CFO

Play Episode Listen Later Jul 6, 2021 69:43


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Rob Meinhardt,  an entrepreneur and board member of FloQast, and Troy Patipanavat, a  product support  team member at FloQast. 

GrowCFO Show
#38 Technology Driving Culture in Finance with Mike Whitmire

GrowCFO Show

Play Episode Listen Later Jun 10, 2021 27:34


Mike Whitmire is CEO and founder of FloQast. He's based in Los Angeles and is a CPA turned Entrepreneur. Mike loves building software that helps accountants go home early. Mike and Kevin catch up to find out how you can use technology to improve the culture in your finance function. About Mike Whitmire Mike founded FloQast in 2015, but it isn't the first venture he's been part of. He was previously senior accountant at Cornerstone OnDemand during their successful IPO. His earlier background is at Ernst & Young where he started as an auditor and specialised in working with media companies in the LA area. Kevin thinks this was a ploy to get himself on screen in some major production or other! What is FloQast? FloQast is the leading provider of accounting workflow automation created by accountants for accountants to work smarter, not harder. By automating common accounting workflows and helping to streamline and make them more efficient, FloQast is the place where accounting teams want to work so they can focus on what matters most, even when that's just going home on time. What does Mike Whitmire look for in a CFO? FloQast are currently recruiting a CFO to work alongside Mik. I asked Mike what he thought made a good CFO and what skills he's looking for. He gave me a great insight. Mike recognises 3 types of CFO, all of which are good. He wants one particular type. Listen in and find out why? Technology driving culture Mike Whitmire is passionate about people, and believes technology needs to support the workforce and make people feel part of the team. He understands that millennials really want to know how they fit into the big picture. Having an engaged workforce is important, and creating a great team and culture are core parts of this. FloQast introduces a transparency into the finance team, everyone sees what everyone else is doing and it introduces a new dynamic. Peer pressure! Mike explains this in far more detail in the audio recording. Find out more about GrowCFO If you enjoyed this podcast you can subscribe to the GrowCFO Show with your favourite podcast app. The show is listed in the Apple podcast directory, Google podcasts and many others. GrowCFO is a great place to extend your professional network. You can join GrowCFO as a free member today and take part in our regular networking events and webinars.  Premium members also have access to our extensive training centre. Here you can enrol in our flagship Future CFO or Finance Leader programmes.  You can find out more and join today at growcfo.net

Breaking Beliefs
Episode 84: Low Risk & High Reward: It's Worth Taking The Risk

Breaking Beliefs

Play Episode Listen Later Jun 8, 2021 62:53


Taking risks is how a lot of great business owners start. You can't be an entrepreneur without taking a couple of risks along the way. Those risks will have rewards and those rewards can get pretty high. Low risks and high rewards are something every business owner should take note of. Amy Vetter brings in Mike Whitmire, co-founder and CEO of FloQast, to share how taking risks has figured in his entrepreneurial journey. Mike has been in the accounting business for a long time. Learn what risks he had to take throughout various points in his life to be where he is today. Love the show? Subscribe, rate, review, and share! http://amyvetter.com/breakingbeliefspodcast

From CPA to CFO
Accounting Across the Pond with Excel Expert David Lyford-Smith

From CPA to CFO

Play Episode Listen Later Jun 8, 2021 37:23


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with , David Lyford-Smith, Technical Manager at ICAEW.

From CPA to CFO
Amy Vetter: Mindfulness, Accounting, and How to Balance It All

From CPA to CFO

Play Episode Listen Later May 25, 2021 36:33


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Amy Vetter, CEO & Keynote Speaker of The B3 Method Institute. 

From CPA to CFO
Rock Felder, CFO & Co-Founder of Squadcast: Public Accounting-to-Tech and Overcoming Imposter Syndrome

From CPA to CFO

Play Episode Listen Later May 11, 2021 38:07


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Rock Felder, Co-Founder & CFO of Squadcast.

From CPA to CFO
Shattering the Accountant Stereotype with Dr. Adrian Mayse

From CPA to CFO

Play Episode Listen Later Apr 27, 2021 43:28


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with, Adrian L. Mayse, Ph.D., CPA, Author of When I Grow Up I Want To Be... An Accountant and  Department Chair at Howard University.

From CPA to CFO
Startup Lessons from Serial Entrepreneur Gaurav Bhattacharya, CEO of involve.ai

From CPA to CFO

Play Episode Listen Later Apr 13, 2021 37:49


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Gaurav Bhattacharya, Co-Founder & CEO of involve.ai

From CPA to CFO
The Ultimate Career Flip: Actress Turned e-Commerce Visionary and Tech Leader

From CPA to CFO

Play Episode Listen Later Mar 30, 2021 31:16


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Cooper Harris, Founder & CEO of Klickly.

From CPA to CFO
How the Fed Up Accountants Changed the Rules

From CPA to CFO

Play Episode Listen Later Feb 16, 2021 51:18


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Chris Sluty, Chief Product Officer of FloQast.

From CPA to CFO
Backed Against a Wall, Accordion’s Nick Leopard Had No Choice but To Succeed

From CPA to CFO

Play Episode Listen Later Feb 2, 2021 44:21


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Nick Leopard, Chief Executive Officer & Founder at Accordion.

From CPA to CFO
How to Build a Firm with No Sales or Marketing with Gary Klintworth, CPA

From CPA to CFO

Play Episode Listen Later Jan 19, 2021 36:26


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Gary Klintworth, CPA & Co-Founder and Managing Director of ARC Consulting LLC.

From CPA to CFO
Sean Jacobsohn: Season 2, Episode 7

From CPA to CFO

Play Episode Listen Later Jan 5, 2021 34:25


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Sean Jacobsohn, VC & Partner at Norwest Venture Partners.

From CPA to CFO
Bob Kavner: Season 2, Episode 6

From CPA to CFO

Play Episode Listen Later Dec 22, 2020 39:50


In this episode, Mike Whitmire sits down with a man who's had A LOT of experience in his time - Bob Kavner. This episode is filled with many great stories about success and failure in the finance world, and had a rocket ship of a career auditing at 21 years old in New York City with clients like AT&T and Pam Am Airways.

Mind Your Marketing
MYM #58 - Understanding Your Customers at a Deep Level with the CEO of FloQast, Mike Whitmire

Mind Your Marketing

Play Episode Listen Later Dec 14, 2020 26:20


In this episode, we sit with CEO of FloQast, Mike Whitmire to talk about understanding your customers at a deep level. Mike was able to do this when he created an accounting platform, made by accountants for accountants. https://www.cavesocial.com/mike-whitmire/

From CPA to CFO
Michelle Murray: Season 2, Episode 5

From CPA to CFO

Play Episode Listen Later Dec 8, 2020 36:32


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Michelle Murray, Founder and Managing Director of Segue Partners.

CPA Conversations podcast
Soft Skills Lead the Way in the Controller Evolution

CPA Conversations podcast

Play Episode Listen Later Dec 7, 2020 17:43


Controllers must master many skills to ensure career success. Things like risk management, the ability to anticipate challenges, and technological savvy are near the top of the list. But according to Mike Whitmire, CEO and cofounder of FloQast and author of Controller’s Code: The Secret Formula for a Successful Career in Finance, soft skills, such as managing people and building a positive team culture, have never been more important. To read the full transcript click here. 

From CPA to CFO
Ryan Polk: Season 2, Episode 3

From CPA to CFO

Play Episode Listen Later Nov 10, 2020 45:38


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Ryan Polk, Chief Product Officer of Insight Partners.

Wizard's Roundtable | Marketing Secrets from Wizard of Ads
How Company Culture Improves Your Marketing

Wizard's Roundtable | Marketing Secrets from Wizard of Ads

Play Episode Listen Later Oct 27, 2020 15:45


Nothing can bring down a company faster than a broken culture. There's no amount of advertising that can fix a company that's damaged from the inside.The culture you create should instruct the advertising you do, and your advertising should mirror the culture in your company. This ensures your customers will experience the same thing you've told them in your advertising.Wizard of Ads partner Mike Slover joins this episode of The Wizard's Roundtable with Mike Whitmire from Schneider's One Hour Heat & Air

Life In Accounting - The Where Accountants Go podcast
197: Twyla Verhelst – Head of the Accountant Channel at FreshBooks

Life In Accounting - The Where Accountants Go podcast

Play Episode Listen Later Oct 27, 2020 48:23


Twyla Verhelst joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.  As you would expect, we discussed FreshBooks and how that accounting solution has expanded in recent years, but we also cover Twyla's earlier career history as well.  Twyla has had an amazing journey, spanning typical accounting roles, to starting several businesses, to founding a charitable endeavor, to her role now with FreshBooks.  It truly is an amazing journey. I confess that I typically thought of FreshBooks as a micro-business solution for solo-preneurs.  However, I was mistaken.  Make sure you listen all the way to the end on this episode.  Twyla gives us a great overview of the platform changes they have made in recent years, and how that has enabled them to handle much larger enterprises in the small & mid-market space. If you enjoy a story of entrepreneurism, you will love this episode as well.  Twyla co-founded a cloud accounting company, a software application company, a charitable organization, and even a mortgage company early in her career.  She definitely has an entrepreneurial streak. Once you listen to this episode, if you would like more episodes on similar topics, make sure you check out:  Mike Whitmire and Amanda Aguillard To listen in on this episode, please use the player below.

From CPA to CFO
John Hussey: Season 2, Episode 2

From CPA to CFO

Play Episode Listen Later Oct 27, 2020 35:25


In this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with John Hussey, NFL Referee, and CEO/ Founder of the animal-focused start-up CUDDLY.

MAcc Lab Podcast
CPA to CEO with Mike Whitmire

MAcc Lab Podcast

Play Episode Listen Later Sep 1, 2020 49:45


Mike Whitmire is the Co-Founder and CEO of Floqast, an accounting software company based out of Los Angeles, California, focusing primarily on helping accountants close the books every period. Mike also recently started his own podcast, currently rebranding to Blood, Sweat, and Balance Sheets, Mike focuses on different professionals in his network that started out in public accounting and went on to various industry positions. Eat it up!ADD US ON THE GRAM: @rollitforwardVENMO @WILL-MCMURRY TO BE A SPONSOR/CONSIDERED ONE OF MY FRIENDSDistrict Four by Kevin MacLeodLink: https://incompetech.filmmusic.io/song/3662-district-fourLicense: http://creativecommons.org/licenses/by/4.0/

The Tech Blog Writer Podcast
1319: How FloQast Is Helping Accountants Close The Books Faster

The Tech Blog Writer Podcast

Play Episode Listen Later Aug 28, 2020 27:05


Mike Whitmire is the co-founder and CEO OF FloQast, a close management software company that helps rapidly growing companies, particularly pre-IPO and public companies, close their monthly financial books with greater accuracy and speed. Mike started his career as an accountant at one of the Big Four, and then worked in the accounting department of Cornerstone OnDemand, a high flying software company where he helped prepare the company for its IPO. From these experiences, Mike was inspired and motivated to leave the accounting profession and found a company focused on automating and improving the accuracy of accounting operations, moving it from a world of thousands of spreadsheets and pages of checklists to modern software. Seven years later, FloQast is an emerging leader in close management software with over 800 customers, including many public companies and late-stage, pre-IPO private companies such as The Golden State Warriors, Yelp, Zoom, and Lyft. I learn more about how FloQast helps pre-IPO startups and public companies, close their monthly financial books with greater accuracy and speed. Mike makes the mundane world of audit workflow management to the cloud and amortization reconciliation sound exciting by sharing his story and the problems that the business solves in a language that everyone can understand. Mike also shares how for the 4th year in a row, FloQast has been named one of LA Business Journal's top companies to work at, ranking #1 overall for tech companies.  

CPA Review & More
Taking Your Company to 93+ Million with Michael Whitmire, CEO of FloQast

CPA Review & More

Play Episode Listen Later Aug 4, 2020 39:28


Mike Whitmire, CPA started his own accounting software company FloQast and raised over 93 million dollars from venture capital. He's an entrepreneur and a go-getter and you'd be sorry to miss this episode of CPA Review and More!

Kruze Consulting's Founders and Friends Podcast for Startups
Zero to 100s of clients and $93 million in VC funding with Mike Whitmire of Floqast

Kruze Consulting's Founders and Friends Podcast for Startups

Play Episode Listen Later Jun 30, 2020 30:48


Mike Whitmire traces his journey from accountant at a high growth startup to the founder of Floqast (https://floqast.com), which has raised over $90 million in VC funding, has 150 employees, and hundreds of paying clients.

From CPA to CFO
Jerry Raphael, CFO at Stack Overflow | From CPA to CFO Ep. 11

From CPA to CFO

Play Episode Listen Later Jun 19, 2020 29:52


In this episode FloQast CEO/Co-founder Mike Whitmire sits down with Jerry Raphael, CFO at Stack Overflow.-CPA to CFO Podcast is dedicated to teaching young CPAs the steps they need to take to climb the ladder to CFO. Hosted by FloQast Co-founder & CEO Mike Whitmire, these are conversations with financial thought-leaders about their rise to success.https://floqast.comhttps://instagram.com/floqast

Life In Accounting - The Where Accountants Go podcast
179: Mike Whitmire – Co-Founder of FloQast

Life In Accounting - The Where Accountants Go podcast

Play Episode Listen Later Jun 16, 2020 40:28


Mike Whitmire, CPA turned Co-Founder of a software-as-a-service company (FloQast) joined us for this episode of Where Accountants Go, the Accounting Careers Podcast. Mike's career started as most do.  He majored in accounting in college, and through the college interview process he obtained his first professional position – in this case, audit.  However, in this case as his career progressed through public accounting and then into industry, he realized there was a lack of efficiency around closing processes that caused he and his colleagues to have to work much more than really should be necessary.  At that point Mike set out to fix the problem, and FloQast was born. FloQast is a software solution for managing the close process better, so that it is both faster and less time-consuming from the work hour standpoint.  However, this episode isn't simply about the product; this show is more about Mike's own career journey and the decisions he worked through to get to where he is today.  I think you will truly find a lot of value in this episode. Other episodes you may enjoy will include:  Kurt Rathmann and Ryan Lazanis For more information on FloQast, visit www.floqast.com For Mike's book mentioned in the show, click here, or for his podcast, click here. To listen in on this episode with Mike Whitmire, please use the player below:

Elevate Your Brand
Elevate Your Brand with Mike Whitmire of FloQast

Elevate Your Brand

Play Episode Listen Later Jun 2, 2020 32:30


Mike Whitmire, CPA*, is CEO and Co-founder of FloQast, a provider of close management software created by accountants for accountants to close faster and more accurately. Prior to founding FloQast, Mike was part of the accounting and finance team at Cornerstone OnDemand in Los Angeles and started his career as an auditor at Ernst & Young. Laurel Mintz, founder and CEO of award-winning marketing agency Elevate My Brand, explores some of the most exciting new and growing brands in Los Angeles and the US at large. Each week, the Elevate Your Brand podcast features an entrepreneurial special guest to discuss the past, present and future of their brand.

What's Your And?
279: Mike Whitmire is an Accountant & Baseball Fan & Woodworker [podcast]

What's Your And?

Play Episode Listen Later May 13, 2020 31:33


Mike Whitmire talks about the five components of his life including his passions for baseball and golfing as well as his home and work lives. He also talks about how a fellow employee inspired him to start woodworking and how he tries to engage other employees through humor!

Cloud Accounting Podcast
Controller's Code: The Secret Formula to a Successful Career in Finance

Cloud Accounting Podcast

Play Episode Listen Later Apr 28, 2020 47:31


Mike Whitmire of FloQast joins the show to preview his new book for accountants, "Controller's Code: The Secret Formula to a Successful Career in Finance". We discuss how accounting teams are holding up in quarantine, why so many first-time controllers struggle in the job, how the role of the controller has changed, how technology continues to change the job, how controllers can be more forward looking, and where we're headed as a profession.

Sage Advice Podcast
Thought Leader - Mike Whitmire on decision making in a world of flux

Sage Advice Podcast

Play Episode Listen Later Apr 14, 2020 8:18


As CEO and Co-Founder, Mike Whitmire leads FloQast’s corporate vision, strategy, and execution. Prior to founding FloQast, he managed the accounting team at Cornerstone OnDemand, a SaaS company in Los Angeles. He began his career at Ernst & Young in Los Angeles where he performed public company audits, opening balance sheet audits, cash to GAAP restatements, compilation reviews, international reporting, merger and acquisition audits, and SOX compliance testing. He holds a Bachelor’s degree in Accounting from Syracuse University.  

From CPA to CFO
Angela Smoller, CFO at SeekOps | From CPA to CFO Ep. 09

From CPA to CFO

Play Episode Listen Later Mar 16, 2020 21:59


In this live episode from FloQast's User Conference TakeControl, FloQast CEO/Co-founder Mike Whitmire sits down with Angela Smoller, CFO at SeekOps.

From CPA to CFO
Darian Hong, CFO at SmartRent | From CPA to CFO Ep. 08

From CPA to CFO

Play Episode Listen Later Feb 25, 2020 62:17


In this episode, FloQast CEO/Co-founder Mike Whitmire sits down with Darian Hong, CFO at WebPT. Darian has admittingly had an unconventional path to his CFO position, first springing into sales roles to up his business acumen, then on to being a product manager. But the FP&A side of him started to come out over the years which eventually landed him as CFO of AT&T Interactive for a number of years before moving on to WebPT. Darian offers a ton of insight into self-development where taking risks can lead you to great things.

From CPA to CFO
Lee Raymundo, CFO of Waggl | From CPA to CFO Ep. 03

From CPA to CFO

Play Episode Listen Later Oct 21, 2019 39:31


In this episode, FloQast Co-founder and CEO Mike Whitmire sits down with former FloQast interim CFO Lee Raymundo. Lee is a highly effective finance pro who spent time helping to build infrastructure at tech companies Grindr and Whisper before joining FloQast briefly to now leading the finance team at Waggl - a real-time employee feedback platform. Lee has a very interesting backstory fueled by entrepreneurial spirit, and a determination to learn the things necessary to achieve his careers accolades. If any CPA wants to learn how to grow, this is the interview to listen to.-CPA to CFO Podcast is dedicated to teaching young CPAs the steps they need to take to climb the ladder to CFO. Hosted by FloQast Co-founder & CEO Mike Whitmire, he sits down with financial thought-leaders about their rise to success.

From CPA to CFO
Rob Krolik, General Partner & CFO at Burst Capital | From CPA to CFO Ep. 01

From CPA to CFO

Play Episode Play 30 sec Highlight Listen Later Oct 14, 2019 24:59


This is the very first episode in our new CPA to CFO series, where FloQast Co-Founder and CEO Mike Whitmire chats with financial thought-leaders about their rise to success. In this episode, Mike chats with General Partner and CFO at Burst Capital, Rob Krolik. Rob's resume is impressive with CFO stints at Yelp & Move, Inc., and VP of Global Finance at Ebay. Great talk. Listen in!

From CPA to CFO
Jennifer Ceran, CFO at Smartsheet | From CPA to CFO Ep.02

From CPA to CFO

Play Episode Listen Later Oct 14, 2019 26:34


This is episode two of CPA to CFO, where FloQast Co-Founder and CEO Mike Whitmire chats with financial thought-leaders about their rise to success. In this episode, Mike chats with CFO at Smartsheet, Jennifer Ceran. Jennifer has held finance leadership roles at companies such as Sara Lee, Cisco, Ebay, & now Smartsheet - so, she knows a thing or two about carving a path to career success.

Recurring Revenue Conference
Fintech is Exploding: How to Identify a Niche in a Fast-Changing Landscape

Recurring Revenue Conference

Play Episode Listen Later Apr 16, 2019 22:47


Ben Kuo, publisher of SoCalTECH, explores how industry leaders like Kevin Anderson of Appetize, John Keatley of Scratch Financial, and Mike Whitmire of FloQast, went about finding their company’s niches, adapting to new challenges, and navigating market pain points.

CPA Conversations podcast
Not Just Data: Leverage Cloud Computing for Hiring and Retention

CPA Conversations podcast

Play Episode Listen Later Apr 15, 2019 25:56


Most have long been aware of the benefits cloud computing in the area of data storage. But are you familiar with the positive effect it can have on hiring and retention. To bring these aspects to light, close management software provider FloQast delivered Cloud Technology Advances the Accounting Profession: A Survey of Accounting and Finance Professionals. Mike Whitmire, in fact, discusses the report in the upcoming digital-only Pennsylvania CPA Journal special edition, Accounting and Technology: PICPA’s Guide to an Evolving Profession, which will be released April 25. In this podcast, Blake Oliver, director of product marketing for FloQast, goes deep into the HR benefits of cloud computing. For the full transcript click here. 

Go Beyond Disruption
"Evaluate Before You Integrate" with Mike Whitmire, CFO of Floqast (Los Angeles, USA). GBD34

Go Beyond Disruption

Play Episode Listen Later Jan 9, 2019 39:30


"The future of accounting is in someone who understands guidance and all the rules, (with) the technical 'chops' and knowledge to APPLY that" When accounting legislation changes, accounting businesses have to change as well. Our guest, Mike Whitmire, responded by disrupting a specific niche in the market, transforming his accounting operation by growing his team and developing innovative AI-driven software to help them keep to deadlines and stay on target as they expanded. Speaking from California, he talks to Kyle Hannan (AICPA & CIMA, London) and shares practical tips that many accounting businesses worldwide can benefit from. His own experience would help them remain resilient and attract the right staff as they accommodate the challenges of their own dynamic statutory environments.    TALKING POINTS Blending innovative hiring practices with disruptive AI-driven software to optimise teams, the companies they work in and the clients they serve. Practical steps to hire and retain the right people. How to make a business report data faster because you understand it better. Using tools which are available now and which will transform the way the accounting profession delivers even more value in the future.   OUR GUEST. Founder and CEO of Los Angeles-based FloQast, Mike Whitmire has led the development of one of the first accounting workflow-management platforms in the US market. It's described as "Close-Management Software by accountants for accountants to help close the books faster and more accurately". Mike previously worked as an auditor at EY (Ernst & Young) as well as Cornerstone OnDemand. He is a CPA, an AICPA educational speaker, and has a BS from the Whitman School of Management. Connect with him at https://www.linkedin.com/in/michaelcwhitmire   MORE ABOUT OUR PODCAST. YOUR COMMUNITY. Interviews with our international experts are recorded by different members of the AICPA & CIMA team from our offices around the world. While the sound quality may vary, the insights will always be consistently useful. DON'T MISS OUT. Get our shows every week, automatically and free. Share them easily with colleagues and friends by using the icons on the media player.  TAKE IT FURTHER. Find related CPD/CPE resources at the AICPA Store and the CGMA Store. STAY CONNECTED. Follow #GoBeyondDisruption, @AICPANews and @CIMA_News on social."  PERMISSIONS. ©2018 Association of International Certified Professional Accountants (AICPA & CIMA). All rights reserved    ===CAN'T SEE THE LINKS? TRY THESE=== * Connect with Mike Whitmire via LinkedIn at https://www.linkedin.com/in/michaelcwhitmire * See the Go Beyond Disruption Homepage at https://www.aicpa-cima.com/disruption.html. * Skill up with our AICPA Store at  https://www.aicpastore.com/GoBeyondDisruption * See resources available via the CGMA Store at  https://www.cgmastore.com/products/disruption?utm_source=dis

Cloud Accounting Podcast
Are CPAs "insecure overachievers," tax reform accelerates automation, and the War on Excel

Cloud Accounting Podcast

Play Episode Listen Later Feb 7, 2018 19:29


In this episode, I'm joined by Mike Whitmire, co-founder and CEO of FloQast (http://www.floqast.com). We discuss whether or not big firm CPAs are "insecure overachievers," how tax reform is accelerating the shift to automation in manufacturing, Sage's plans for international growth with Sage Intacct, why cloud accountants are embracing the business chat tool Slack, and why the War on Excel is a mistake.