Becoming your clients' trusted tech advisor with Jim French episode artwork

EPISODE · May 29, 2024 · 29 MIN

Becoming your clients' trusted tech advisor with Jim French

from Digital CPA by CPA.com · host CPA.com

Welcome to the Digital CPA Podcast! In our latest episodes, we've delved into advisory services, and today, we're shifting our focus to the technological trends shaping the future of CPA firms. In this episode, we explore how the convergence of technology, data, and system integrations is transforming business needs and expectations. Business leaders are increasingly seeking: Frequent access to data Enhanced connectivity between systems for increased automation and reduced delays Comprehensive business insights by merging financial and operational data Despite the potential of technical adavancement to enable business leaders, many organizations lack the time, resources, or expertise to fully leverage today's technologies. This is where trusted advisors play a crucial role. Our guest, Jim French, CFO of IFI Professionals, has been at the forefront of helping businesses and advisors develop strategies to capitalize on the intersection of technology and advisory services. With a background in accounting from a Big 4 firm and over 20 years in software development and delivery, Jim's unique perspective as a former CEO, CFO, and COO enables him to provide valuable insights into these emerging trends. Join us as we sit down with Jim French to discuss how advisors can bridge the gap in the market and bring unparalleled value to their clients through innovative technology strategies. For more episodes and resources, visit www.CPA.com. Stay tuned for our upcoming episodes featuring industry leaders driving innovation and transformation in finance and technology. Listen and find out more at digitalcpa.com/podcast. Don't forget to subscribe to our podcast on your favorite listening platform! For additional resources check out: Advisory coaching  The Future of Client Advisory Services   

NOW PLAYING

Becoming your clients' trusted tech advisor with Jim French

0:00 29:14

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Digital CPA by CPA.com?

This episode is 29 minutes long.

When was this Digital CPA by CPA.com episode published?

This episode was published on May 29, 2024.

What is this episode about?

Welcome to the Digital CPA Podcast! In our latest episodes, we've delved into advisory services, and today, we're shifting our focus to the technological trends shaping the future of CPA firms. In this episode, we explore how the convergence of...

Can I download this Digital CPA by CPA.com episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!