FinFactor Business Finance
"FinFactor," hosted by Dryrun CEO, Blaine Bertsch, brings you into the world of top CFOs and top finance professionals. Each episode features insightful interviews with industry leaders who share their expertise on managing business finances, tackling complex financial challenges, and driving organizational success.
Through engaging conversations, you'll gain valuable insights into the strategies and practices that define effective financial management. From finance technology to CFO best practices, "FinFactor" covers it all.
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FinFactor Business Finance
The Benefits of Custom Automation with Wesly Hartman
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/
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