Episode 10: Jason Blumer

Episode 10: Jason Blumer

In this conversation, Julian White interviews Jason Blumer, founder of Blumer CPAs and the Thriveal Network, discussing the evolution of accounting firms, the importance of leadership, and the impact of AI on the industry. Jason shares insights on how firm owners can...
Episode 9: Mike Maksymiw

Episode 9: Mike Maksymiw

In this conversation, Mike Maksymiw, a CPA and executive director at Aprio Firm Alliance, discusses the evolving landscape of accounting firms, emphasizing the importance of meaningful growth, the integration of AI and automation, and the necessity of maintaining...
Episode 8: Graham McGuire

Episode 8: Graham McGuire

In this conversation, Julian White interviews Graham McGuire, founder of Kingswood Accounting, discussing the integration of AI in the accounting industry. Graham shares his experiences with AI, its impact on productivity, and the importance of maintaining human...
Episode 6: Tony Wilson

Episode 6: Tony Wilson

In this conversation, Tony Wilson, a fractional CFO and founder of Equip, discusses his journey into entrepreneurship, the impact of AI on the accounting industry, and the importance of personal relationships in advisory services. He shares insights on productivity...
Episode 7: Ryan Bakke

Episode 7: Ryan Bakke

In this conversation, Ryan Bakke, CEO of Tax Strategy 365, shares his journey from working at Deloitte to starting his own firm focused on helping real estate investors maximize their ROI through tax strategies. The discussion delves into the impact of AI on the...
Episode 5: Kendale King

Episode 5: Kendale King

In this conversation, Kendale King, CPA, shares his insights on the integration of AI in accounting, emphasizing the excitement and opportunities it brings. He discusses the definition of productivity in the accounting field, the bottlenecks caused by client...