Join Blaine Bertsch and Usman Mahmood as they dive into the essential groundwork for harnessing AI in business. This episode of FinFactor uncovers why a solid data structure and organizational data maturity are critical before adopting AI technologies.

Usman and Blaine break down data maturity stages, highlight AI's transformative role in enhancing efficiency, and outline actionable steps for organizations to embark on their AI journey.

From addressing the single source of truth challenges to mitigating security risks, they emphasize careful planning, governance, and starting with a discovery phase to ensure AI becomes a powerful ally—not a nightmare. Don’t miss practical insights tailored for CFOs and business leaders aiming to avoid "AI hell" and drive meaningful productivity wins.

Catch every episode of FinFactor, where experts to explore topics that matter to the CFO. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/l0gAP3Y61xk

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Usman: www.linkedin.com/in/meetmahmood

Learn about enovAIt at enovait.io

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In this engaging episode of FinFactor, Blaine Bertsch sits down with Jonathon Angell to unpack the world of innovative strategies for fundraising and financing in business. They explore diverse financing options, the impact of partnerships, and the importance of networking and relationships in securing funding.

They dive into the intricacies of mergers and acquisitions, the power of storytelling in business, and the nuanced expectations of different investor types. Jonathan highlights the pivotal role CFOs play in navigating complex financial landscapes, emphasizing the value of strong ties with bankers and legal advisors.

Catch every episode of FinFactor, where we interview CFOs and finance professionals to uncover the best financial management strategies for overcoming complex business challenges. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/rSPuU1oKX-M

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Jonathon Angell: www.linkedin.com/in/jonathonangell1

Learn about Angell Investments at angellinvestments.io

#CFO #fp&a #business #finance #podcast #finfactor

In this conversation, Blaine Bertsch and Keith Daser discuss the complexities and challenges that mid-market businesses face when integrating technology solutions. They explore the importance of engaging IT consulting professionals at the right time, the significance of communication during technology purchases, and the lessons learned from past mistakes.

The discussion also highlights the evolving role of specialists and generalists in IT, the critical nature of security in today's landscape, and the need for holistic technology solutions to drive business growth.

Catch every episode of FinFactor, where we interview CFOs and finance professionals to uncover the best financial management strategies for overcoming complex business challenges. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/k3H7oa_85SE

Listen on your favorite podcast network or at finfactor.buzzsprout.com

Connect with Keith Daser at https://www.linkedin.com/in/keithdaser/

Learn about Deliver Digital at https://www.deliverdigital.ca/

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In this conversation, Blaine Bertsch interviews Apoorv Dwivedi of fixer.com about marketing strategies for CPA firms. Apoorv specializes in marketing for small and mid-sized accounting firms and helps them improve their lead-generation efforts. They discuss the importance of focusing on a specific target audience and service offering, building reputation and authority, and implementing a consistent marketing plan.

They also highlight the need for ongoing monitoring and execution of marketing strategies. The conversation provides valuable insights for CPA firms looking to improve their marketing and grow their business.

Catch every episode of FinFactor, where we interview CFOs and finance professionals to uncover the best financial management strategies for overcoming complex business challenges. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/3g7W8VxRu90

Listen on your favourite podcast network or at finfactor.buzzsprout.com

Website: https://fixyr.com

Marketing Strategy Assessment: https://fixyr.com/benchmark-your-marketing

My LinkedIn profile: https://www.linkedin.com/in/apoorvdwivedi1

#CFO #fp&a #business #finance #podcast #finfactor

In this conversation, Blaine Bertsch and Jennifer Warawa discuss innovative financing solutions for small businesses, particularly focusing on payment options available to clients of accounting firms. They explore the differences in market approaches between Australia and the US, the role of CPAs as trusted advisors, and the underwriting process involved in offering payment plans. The discussion highlights the benefits of these financing solutions for professional services and how they can help businesses manage cash flow effectively.

They explore the challenges of late payments, the importance of cash flow for businesses, and how innovative financing options can help businesses secure deals by offering flexible payment terms to clients. The discussion highlights the unique approach QuickFee takes compared to traditional factoring and emphasizes the need for businesses to adapt to changing economic conditions.

Catch every episode of FinFactor, where we interview CFOs and finance professionals to uncover the best financial management strategies for overcoming complex business challenges. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/n6jvQtKwpxA

Listen on your favourite podcast network or at finfactor.buzzsprout.com

Connect with Jennifer Warawa at https://www.linkedin.com/in/jenniferwarawa/

Learn about QuickFee at https://quickfee.com

#CFO #fp&a #business #finance #podcast #finfactor

Wesley Hartman, founder of Automata Practice Development, discusses the implementation of automation in CPA firms. He explains that his company builds custom automation specific to accounting firms, focusing on areas such as client onboarding, tax return processes, and document management.

Wesley emphasizes that automation can help increase capacity and reallocate time to more value-driven tasks. He suggests that firms of all sizes can benefit from automation, with larger firms being able to throw more resources at the problem and smaller firms implementing automation from the beginning to set up efficient processes. Wesley also highlights the importance of implementing automation during the summer to have existing data to work with and make the transition smoother.

Catch every episode of FinFactor, where we interview CFOs and finance professionals to uncover the best financial management strategies for overcoming complex business challenges. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/W_aOVM-2Ezc

Listen on your favourite podcast network or at finfactor.buzzsprout.com

Connect with Wesley at www.linkedin.com/in/wesley-hartman/

Learn about TruePrep AI at www.trueprep.ai/

#CFO #fp&a #business #finance #podcast #finfactor

In this episode of FinFactor, Blaine Bertsch interviews Michael Haynes, a business growth expert, about helping CPA firms grow. They discuss the importance of understanding how clients buy accounting services and the need for a go-to-market strategy that aligns with clients' needs.

Michael emphasizes the value of delivering advice, insights, and recommendations to clients through content creation and strategic collaborations. He also highlights the significance of networking and building relationships with industry associations and other experts. The conversation concludes with a discussion on the effectiveness of micro events in providing value to clients and prospects.

Catch every episode of FinFactor, where we interview CFOs and finance professionals to uncover the best financial management strategies for overcoming complex business challenges. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/4IkdpAOOqVI

Listen on your favourite podcast network or at finfactor.buzzsprout.com

LinkedIn: https://www.linkedin.com/in/michaelhhaynes/

Link to Free Go to Market Playbook for B2B Accounting Firms

https://listeninnovategrow.com/sme-playbook/

#CFO #fp&a #business #finance #podcast #finfactor

Ed Patton from PattonTrendr discusses the five elements of financial fundamentals that businesses need to understand: cash flow, operating earnings, financial strength, value, and borrowing capacity. He emphasizes the importance of having visibility into these elements to get a holistic view of the business's financial situation.

Catch every episode of FinFactor, where we interview CFOs and finance professionals to uncover the best financial management strategies for overcoming complex business challenges. Don't forget to subscribe, follow, and like the show to stay updated with our latest episodes and expert insights.

Watch on YouTube: https://youtu.be/uZPAwVEDhpw

Listen on your favourite podcast network or at finfactor.buzzsprout.com

Connect with Ed: https://www.linkedin.com/in/edpatton/

Learn about Ed at www.pattontrender.com
Email info@pattontrender.com

#CFO #fp&a #business #finance #podcast #finfactor