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A Smarter Way to Manage Your Bookkeeping: Switching to Accounting Automation with Jason Richelson

A Smarter Way to Manage Your Bookkeeping: Switching to Accounting Automation with Jason Richelson

FromCFO Weekly


A Smarter Way to Manage Your Bookkeeping: Switching to Accounting Automation with Jason Richelson

FromCFO Weekly

ratings:
Length:
36 minutes
Released:
Mar 21, 2023
Format:
Podcast episode

Description

Automation has been a buzzword in the business world for the past decade. But it's still surprising to see how prevalent manual accounting is, with some companies relying on spreadsheets and paper-based systems to manage their finances. If your business is one of them, do not worry – Jason Richelson will walk you through some of the best automation tools and strategies you can implement to improve your accounting practices.
Jason is the Co-Founder and CEO of Bookkeep, an accounting automation platform for independent bookkeepers, accounting firms, and growing businesses. He is also currently the Owner of Simply Wine and was an EY Entrepreneur Of The Year 2015 Finalist New York Region. Before Bookkeep, Jason was the Founder and Board Member at ShopKeep, Co-Founder of The Greene Grape, and Assistant Trader at Bluefin Trading.

In this episode, we discuss:
-How does Bookkeep help businesses automate their accounting function?
-Revolutionizing the accounting industry
-The benefits of automation for small business owners
-How does Bookkeep handle sales tax calculations and reporting for businesses operating in multiple states?
-Overcoming accounting and sales tax compliance mistakes

Presented by Personiv

https://insights.personiv.com/cfo-weekly
Released:
Mar 21, 2023
Format:
Podcast episode

Titles in the series (100)

Looking to build an efficient accounting team so you can focus on strategy and business growth? As the role of the CFO changes to include long-term performance-driver, all-knowing technology expert and full-company strategic guide, more and more accounting leaders are left overwhelmed. Join us as we talk to CFOs, Controllers and other industry veterans who share their expertise on how to streamline accounting processes, create established efficiency and move to a data-driven model, allowing you to tackle what matters. CFO Weekly is brought to you by Personiv, a high-quality, people-powered solution to all of your accounting needs. From procure-to-pay and order-to-cash to record-to-report, and from transactional to Controller-level support and more. Personiv goes above and beyond to get results with a team as small as one in our offshore, cost-saving model.