Maximizing Automation in the Accounting Industry with Jesse Rubenfeld

Tom and Adam welcome Jesse Rubenfeld, founder of FinOptimal, to the show to discuss how automation can maximize efficiency in the accounting industry. FinOptimal provides clients with an automated solution to their accounting needs, offering integrations with APIs and software. Jesse works with CFO-services firms and other CPA firms that want to focus on advisory services. He believes that by building the right hardware and software, accountants can take their focus off of the data entry and instead focus on strategic advice.

Om Podcasten

Are you the owner of an accounting firm? Do you want to make your firm more profitable? Are you interested in providing Virtual CFO services to clients? Dedicated to perfecting Virtual CFO Services since our inception in 2002, Summit CPA Group, now Summit Virtual CFO Services by Anders, serves as Virtual CFOs for over 100 clients throughout North America. While most accounting firms focus on the past, our Virtual CFO team focuses on the future. This podcast seeks to help accounting firm owners like you learn how to provide successful Virtual CFO Services and become profitable. Tune in bi-weekly as our hosts Tom Wadelton, Virtual CFO, and Adam Hale, Partner at Anders CPAs + Advisors, interview industry-leading experts to share knowledge, as well as Adam’s experience acquired from more than 20 years as the lead provider of Virtual CFO services in North America. We'll answer some of the most common questions like how do I provide accounting services virtually? What's it like running a distributed team? And much, much more.