Beyond The Numbers Podcast

What do firms really expect from interns on day one?In this episode of Beyond the Numbers, we break down five traits that help interns stand out early. From delivering value to being coachable and showing initiative, this is a practical conversation on how trust is earned and careers begin.Visit us at ⁠⁠⁠⁠⁠⁠⁠https://www.mycampbellandco.com⁠⁠⁠⁠⁠⁠⁠Call us at 352-683-7365Or drop us a line at ⁠⁠⁠⁠⁠⁠⁠[email protected]

Tax season should not feel like a financial ambush.In this episode of Beyond the Numbers, Randy Kardas, CPA, and Chris explain why most tax surprises are really timing problems, not tax problems. They discuss why filing season is about reporting what already happened, while real tax planning happens throughout the year.From withholding and estimated payments to recordkeeping, investment basis, and multi-state filing issues, this episode breaks down the habits and checkpoints that help turn reactive tax prep into proactive planning. If you’ve ever said, “I wish I had known this earlier,” this conversation will help you make sure next year feels more intentional, predictable, and under control.Visit us at ⁠⁠⁠⁠⁠⁠https://www.mycampbellandco.com⁠⁠⁠⁠⁠⁠Call us at 352-683-7365Or drop us a line at ⁠⁠⁠⁠⁠⁠[email protected]

High-producing surgeons can still feel underpaid — even when the practice is performing well.The disconnect is rarely about effort. It’s about the hidden economics of shared costs and the overhead drivers behind them.In this episode of Beyond the Numbers, Randy Kardas, CPA, explains why allocation models built for smaller, simpler practices often fail as complexity grows. When shared services, PA utilization, billing workload, and facility demand aren’t aligned with actual activity, physician P&Ls begin telling a distorted story.Inside this discussion:Why compensation debates are usually cost allocation debatesHow different drivers (wRVUs vs. time/cases) change profitability signalsThe operational load high-volume surgeons carry that doesn’t show up clearly in reportsWhy leadership time spent defending models is an expensive hidden costHow economic clarity restores trust and accelerates growth decisionsIf your meetings feel more like fairness negotiations than strategy sessions, this episode will resonate.Visit us at ⁠⁠⁠⁠⁠https://www.mycampbellandco.com⁠⁠⁠⁠⁠Call us at 352-683-7365Or drop us a line at ⁠⁠⁠⁠⁠[email protected]

Your EMR sees operational truth in real time. Your financial statements often see a compressed version of it.In this episode, Randy Kardas explains why orthopedic groups get stuck debating numbers instead of making decisions and what changes when EMR data, including encounters, payments, adjustments, and patient counts, flows into structured reporting using Excel and Sage Intacct.Topics include revenue per physician tied to encounters, margin by service line grounded in procedure mix and payer impact, and staffing utilization aligned with volume patterns.This isn’t a software demo. It’s a leadership clarity conversation.Visit us at ⁠⁠⁠⁠https://www.mycampbellandco.com⁠⁠⁠⁠Call us at 352-683-7365Or drop us a line at ⁠⁠⁠⁠[email protected]

When the physician P&L hits the screen and the room gets tense, you do not have a spreadsheet problem.You have a trust problem.In this episode of Beyond the Numbers, Randy Kardas walks through why physician-level reporting often creates conflict inside orthopedic groups and what leaders can do to fix it in a practical, real-world way.You will hear:• Why blunt allocation methods distort performance• How misaligned overhead logic erodes trust over time• A simple meeting reset framework• A five-step playbook leaders can actually execute• What consistent physician reporting should look likeThis is not about chasing perfect data. It is about building reporting that is defensible, explainable, and aligned with operational reality.If your P&L conversations are slowing down decisions instead of supporting them, this episode is worth your time.Visit us at ⁠⁠⁠https://www.mycampbellandco.com⁠⁠⁠Call us at 352-683-7365Or drop us a line at ⁠⁠⁠[email protected]

What does it really take to embrace change—and build a business that can keep up?In this episode of Beyond the Numbers, Randy Kardas, CPA, sits down with Jackie R. Campbell, CFP®, CPA, PFS (Founder & President of Campbell & Company) to talk about how technology and AI are reshaping operations, decision-making, and long-term business value.They cover what it takes to move past manual workflows and spreadsheet dependency, how to use AI as a thinking partner (not a replacement), and how to choose systems that support growth without adding complexity. The conversation also digs into enterprise value and succession planning—why documented processes, repeatable workflows, and a modern finance stack can turn an owner-dependent business into one that can scale or transition smoothly.They also share a practical take on proactive tax planning, and why waiting until year-end can get expensive.Visit us at ⁠⁠https://www.mycampbellandco.com⁠⁠Call us at 352-683-7365Or drop us a line at ⁠⁠[email protected]

Intercompany is where multi-entity reporting loses trust fast. Randy Kardas explains why consolidations look inflated and why due to/due from won’t tie—then walks through a Sage Intacct demo showing intercompany automation, entity-pair tie-outs, and a cleaner path to consistent eliminations. Visit us at ⁠⁠https://www.mycampbellandco.com⁠⁠Call us at 352-683-7365Or drop us a line at ⁠⁠[email protected]

In this episode of Beyond the Numbers, recorded at the Sage Future conference, Randy Kardas, CPA, is joined by Audrianna Saglimbeni from TaxBandits to tackle one of the most stressful parts of year-end compliance: 1099 filing.They discuss why 1099 season so often turns into a last-minute scramble, the operational drag caused by spreadsheet-driven workflows, and how automation can turn 1099 filing into a repeatable, manageable process instead of a January fire drill. The conversation covers built-in validations, integrations with Sage Intacct and QuickBooks Online, early W-9 collection, TIN matching, secure client portals, and workflows designed to reflect the reality of modern IRS filing systems.For accountants, CFOs, controllers, and business owners looking to reduce risk and regain time during peak season, this episode offers a practical, system-driven approach to 1099 compliance.Visit us at ⁠https://www.mycampbellandco.com⁠Call us at 352-683-7365Or drop us a line at ⁠[email protected]

Accounts payable automation is one of the most overlooked — yet highest-ROI — opportunities in modern finance.Recorded at the Sage Future Conference, this episode of Beyond the Numbers explores how native AP automation inside Sage Intacct is helping finance teams move faster, gain visibility, and scale without adding headcount.Randy Kardas, CPA, sits down with Jared from MineralTree to discuss why AP remains broken in many organizations, the hidden costs of manual invoice workflows, and what real automation looks like when it’s implemented the right way. The conversation covers faster close cycles, improved cash visibility, stronger controls, and how finance teams can scale operations without adding staff.For CFOs, controllers, and finance leaders facing higher expectations with fewer resources, this episode explains why AP automation is no longer optional — it’s foundational to modern financial operations.Learn more:🌐 https://www.mycampbellandco.com📞 352-683-7365✉️ [email protected]

Recorded at the Sage Future Conference, this episode of Beyond the Numbers explores how donor management and automation are shaping nonprofit fundraising as organizations head into 2026.Randy Kardas, CPA, sits down with Darryl Moser of DonorPerfect to discuss the growing pressure nonprofits face as grants tighten, fundraising expectations rise, and teams are asked to do more with limited resources. The conversation focuses on why fragmented donor data and manual workflows limit engagement — and how modern donor management systems can create clarity, consistency, and better donor relationships.They also discuss what practical automation looks like in action, from improving donor follow-up and prioritizing outreach to integrating donor activity directly with accounting systems like Sage Intacct to reduce rework and operational risk.This episode offers practical insight for nonprofit executives, development leaders, CFOs, and board members looking to modernize operations and support their mission more sustainably.🔗 Learn more about how we help organizations modernize finance and accounting systems:👉 https://go.mycampbellandco.com/LearnMoreonOurWebsite

Technology transformation is not a software purchase — it’s a financial decision that must stand up to CFO scrutiny.In this session, we break down how finance leaders can build a defendable, CFO-ready technology ROI business case before committing to ERP upgrades, AP automation, reporting tools, or AI-powered solutions.Rather than relying on vague assumptions or vendor-driven math, this discussion focuses on the financial drivers leadership actually evaluates when approving technology investments.During the session, we also build a live ROI model using our calculator to show how these concepts apply in practice.👉 Access the free ROI calculator used in this session:https://roi.mycampbellandco.com/If your organization is evaluating ERP, automation, reporting, or AI initiatives, this video provides a practical, finance-led framework to support better technology decisions.

This episode of Beyond the Numbers was recorded at Sage Future for Partners 2025 in Orlando and coincides with the announcement of Quadient as an official partner of Campbell Technology Advisors.Randy Kardas, CPA, sits down with Nico McEown from Quadient to unpack what real AP and AR automation looks like in practice — not just scanning invoices, but building workflows that reflect how finance actually works. The discussion covers approvals based on real coding dimensions, two-way and three-way matching with variance-based approvals, downloadable audit trails, and integration logging that provides visibility when something fails to sync.On the AR side, the conversation explores automated customer communications, payment portals, dispute management inside the workflow, and collections intelligence that adapts based on customer payment behavior.For finance leaders focused on faster closes, stronger controls, better cash forecasting, and fewer operational fire drills, this episode shows why AP and AR are not just back-office tasks — they are the operating system of the finance function.Visit us at ⁠https://www.mycampbellandco.com⁠Call us at 352-683-7365Or drop us a line at ⁠[email protected]

Historic tax reform is here — and it’s anything but simple. In this episode of Beyond the Numbers, host Randy Kardas is joined by tax expert Russell Persons, CPA at Campbell & Company, to break down the “One Big Beautiful Bill” and what it means for entrepreneurs.From R&D credits and Section 179 expensing to tax-free Trump accounts and the QBI deduction made permanent, this conversation unpacks the opportunities and pitfalls hiding in thousands of pages of legislation. Whether you’re running a family business, scaling a startup, or planning your next big investment, this episode gives you the roadmap to turn policy into advantage.Don’t leave money on the table — learn how to plan, invest, and thrive under the new tax rules.🎧Tune in now — and when you’re ready to put these strategies into action, visit https://www.mycampbellandco.com for expert tax advisory.

Buying the right software isn’t the finish line — it’s the starting block. In this episode of Beyond the Numbers, Randy Kardas makes the case for why technology alone isn’t enough — and how Campbell Technology Advisors helps healthcare organizations turn Sage Intacct into real-world results.You’ll learn the 10 reasons top medical groups trust Campbell to guide their transformation, including:✅ Strategy-first, not software-first✅ Seamless EMR, payroll & inventory integrations✅ Live dashboards for execs, clinic ops & providers✅ Fast, phased implementations — not two-year slogs✅ Audit-ready data migration and system stabilization✅ Real change management and user adoption✅ Long-term advisory, not short-term “go lives”If you’ve ever thought, “We’ll fix this next year” — this is your reality check. Because waiting to act is the most expensive decision you’ll make.🎧 Hit play, then visit ⁠https://www.mycampbellandco.com⁠ to stop duct-taping and start scaling with strategy.

Scaling a healthcare practice isn’t just about growth — it’s about getting your financial house in order before the chaos scales with it. In this episode of Beyond the Numbers, Randy Kardas takes a no-fluff tour through seven essential features of Sage Intacct that actually move the needle for medical groups, surgical centers, and multi-entity practices.Forget the bloated feature lists — this is what actually matters:✅ 40–70% faster close times✅ Real-time AP automation with built-in approvals✅ Dashboards that actually reflect operations✅ Transparent, automated physician compensation✅ Inventory control by surgeon, procedure & site✅ Seamless grant tracking for research & outreach✅ Living, rolling forecasts that flex with your practiceIf you’re leading finance in healthcare, this is the difference between managing chaos and leading with clarity.🎧 Hit play, then visit ⁠https://www.mycampbellandco.com⁠ to see how the right infrastructure transforms everything.

What if your finance tech stack actually understood healthcare? 💡In this episode of Beyond the Numbers, Randy Kardas breaks down exactly what makes Sage Intacct different — not just better — for fast-growing medical groups and specialty practices.This isn’t just new software. It’s a full-on shift from chaos to clarity.We unpack the must-haves for modern healthcare finance:✅ Real-time multi-entity consolidation✅ Operational insights beyond the GL✅ HIPAA-compliant, cloud-native architecture✅ Seamless integrations with EHR, payroll & more✅ Automation that actually saves timeIf you're tired of stitching together reports with coffee and crossed fingers, it’s time to see what a real financial operating system looks like.🎧 Press play, then head to ⁠https://www.mycampbellandco.com⁠ to start scaling without the spreadsheet circus.

Is your medical group’s back office held together with spreadsheets, PDFs, and prayers? 🩺📉In this episode of Beyond the Numbers, Randy Kardas takes us inside the financial reality of growing healthcare organizations — from orthopedic practices to multi-site clinics — and breaks down why the systems you started with won’t carry you to scale.We explore the all-too-familiar chaos:➡️ Disconnected systems➡️ Manual workarounds➡️ Margin blind spots➡️ Dashboards disguised as PDFsThen, we show you how Campbell Technology Advisors is helping practices ditch duct-taped tech stacks and move into the future with Sage Intacct — a smarter, scalable, healthcare-ready financial platform.If you’re a CFO, controller, or administrator stuck in survival mode, this is your wake-up call.🎧 Press play, then head to ⁠https://www.mycampbellandco.com⁠ to start building a back office that actually works.

Is your accounting system still stuck in the Stone Age? 🦕In this episode of Beyond the Numbers, Randy Kardas dives into the real-world consequences of outdated back-office systems — and why spreadsheets, QuickBooks chaos, and late nights aren’t a badge of honor… they’re a red flag.We unpack the hidden costs of doing nothing, break down what modern finance teams actually need, and explore how Sage Intacct brings clarity, control, and scalability — without a 12-month ERP nightmare.✅ Multi-entity reporting✅ Cloud-native workflows✅ Real-time dashboards✅ No more Frankenstein systemsIf you’re a CFO, controller, or business leader tired of babysitting your financial tech stack — this one’s for you.🎧 Press play, then visit https://www.mycampbellandco.com to start building a back office that actually works.

"We have a great culture!" Cool. But what happens when no one’s watching?Ready to take you next steps towards becoming the hero of your own technology transformation story? Click Here to Schedule an appointmentIn this episode of Beyond the Numbers, CPA and leadership consultant Randy Kardas unpacks one of the most overused—and misunderstood—buzzwords in business: culture.You’ll hear why catered lunches and glossy core values don’t define culture—but your everyday behaviors, unspoken norms, and who gets promoted absolutely do.Randy dives into:The real test of culture: What happens when you're not in the roomA firm that talked “team-first” but bled talent faster than it printed T-shirtsFive deadly culture killers (yes, “Per my last email” is one of them)How EOS + RPRS (Right People, Right Seats) can transform toxic dynamics into aligned teamsPractical questions every leader should ask to rebuild clarity and accountabilityIf you’ve ever sat through a “culture workshop” that felt more like a hostage situation than a solution, this episode’s for you.Your org chart isn’t just structure. It’s strategy.Tune in and learn how to spot the cracks, fix what’s broken, and build a culture that actually scales—without pizza parties or passive-aggressive Slack threads.Listen now. Share with your leadership team. And remember: culture isn’t what you say—it’s what you tolerate.More insights at: https://www.mycampbellandco.com📞 352-683-7365📧 [email protected]

You ever stare into a client’s P&L… and suddenly question everything?In this punchy, no-fluff episode of Beyond the Numbers, CPA and chaos-tamer Randy Kardas unpacks what happens when revenue looks great — but the bottom line tells a totally different story. Spoiler: champagne-worthy top-line growth doesn’t mean much if your margins are crying in a corner.If you are ready to take the next steps on your journey to becoming a hero of your own technology transformation story, Click Here to Schedule an Appointment.Join Randy as he explores:​Why revenue highs can mask financial health lows​How a P&L acts more like a mirror than a trophy (sorry, ego)​A cautionary tale featuring a client named Dan… and his $300K sales month that netted less than a fast-food shift​What clients actually need from their numbers (hint: it’s not just compliance)​How to flip financial crises into clarity, ownership, and transformationThis episode is your permission slip to stop being the passive messenger of financial doom — and start becoming the GPS that helps your clients scale smarter, not harder.If you’ve ever felt like a spreadsheet therapist, this one’s for you.🎧 Hit play, sharpen your advisory edge, and help clients go beyond the P&L... and yep — Beyond the Numbers.Visit Us: https://www.mycampbellandco.com📞 Call: 352-683-7365📧 Email: [email protected]

What if your client’s tech stack is less of a stack and more of a spaghetti monster of disconnected tools? In this pilot episode of Beyond the Numbers, CPA and software whisperer Randy Kardas reveals why accounting shouldn’t be an afterthought—it should be the nucleus of every client’s tech ecosystem.You’ll hear: Why QuickBooks + Google Sheets + vibes = tech chaos, a real-world sandwich shop that lost money on every hoagie (yep), the magic of turning accounting into a command center, not just a compliance stop, and practical ways to map, sync, and streamline your clients' systems—without pitching a $200K ERP.Grab a coffee, toss that duct-taped spreadsheet in the trash, and learn how to help clients go beyond survival and into scale—one reconciled ledger at a time.If your tech stack feels more like tech spaghetti, and you’re tired of duct-taping reports together at month-end, we can help. Click Here to Schedule an Appointment Now.Visit us at https://www.mycampbellandco.comCall us at 352-683-7365Or drop us a line at [email protected]’s untangle your systems, streamline your data, and turn your accounting function into a strategic growth engine.Beyond the spreadsheets. Beyond the dashboards. Beyond the numbers.