FinFactor: Expert Insights for the CFO
Tune in to FinFactor as we dive into the evolving role of today’s CFO. Each episode features experienced finance leaders and industry experts who share practical insights on emerging technology, financial strategy, and the future of the Office of the CFO.
Hosted by Blaine Bertsch, we explore the evolving responsibilities of finance leaders—from adopting automation and AI to navigating today’s complex financial environment and leading digital transformation initiatives. Guests share firsthand experiences from the front lines of ERP implementations, strategic planning, data management, and financial operations.
Whether you're a CFO in a mid-market company or a fractional CFO, FinFactor offers practical insights, lessons learned, and emerging trends to help you lead with clarity and confidence in today’s dynamic business environment.
FinFactor is Produced by Dryrun: Forecasting Software for the Office of the CFO
Learn more at https://dryrun.com
FinFactor: Expert Insights for the CFO
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/
#CFO #fp&a #business #finance #podcast #finfactor