Accounting Tech Talks
Accounting Tech Talks is a podcast from Credfino, an offshore accounting partner. It features conversations with CPA firm owners, AI founders, technology leaders, and accounting experts. The show examines how AI, automation, and new technology are changing accounting workflows and service delivery. It focuses on combining people, processes, and technology to help firms scale and grow. The podcast extends Credfino's philosophy of working alongside firms to improve operations.
Episodes
How THIS Tax Expert Uses Claude to Automate Emails, Research, and Workflows | Yehuda Tenennbaum, EA
In this episode of Accounting Tech Talks, we sit down with Yehuda Tenenbaum, EA, a tax professional and accounting firm owner based in Baltimore, to discuss how he uses Claude, tax automation, and AI-powered tools to run a more efficient solo tax practice, improve tax preparation accuracy, and spend more time focusing on his clients.Chapters:01:53 Inside Yehuda’s Tax Technology Stack04:14 How TaxD
Inside a CPA’s AI-First Tax Firm | Samuel Leon, CPA (TaxWeave)
In this episode of Accounting Tech Talks, we sit down with Sam, CPA, Founder of The Millennial CPA and TaxWeave, to discuss how he built a technology-enabled tax firm, why that experience led him to build his own AI tax product, and how accounting firms can use AI without compromising sensitive tax data.00:38 Sam’s Journey From CPA to Firm Owner04:43 How The Millennial CPA Uses Tax Technology07:04
The First Step Toward Building an AI-Ready Accounting Firm
In this episode of Accounting Tech Talks, we sit down with Ben Vickery, Founder of TaxFlow, to discuss why accounting firms need simpler workflows, stronger processes, and a more engineering-led approach to AI.[00:00] Welcome to Accounting Tech Talks[00:37] How a Spreadsheet Problem Led to TaxFlow[02:06] Do Smaller Firms Need Full Practice Management Software?[02:57] Who TaxFlow Is Built For[07:06
How to Build a Scalable CFO Firm Without Losing the Personal Touch
In this episode of Accounting Tech Talks, we sit down with Jabree, Founder of Four Palm Advisory, to discuss what it takes to build and scale a modern CFO services firm.[00:00] Welcome to Accounting Tech Talks[00:37] Jabree’s 20-Year Journey Through Accounting and Finance[01:30] What Working as an In-House CFO Taught Him[04:11] Why Jabree Started 4Palm Advisory[05:11] Bringing White-Glove Service
Why Accounting Firm Owners Become Bottlenecks
What happens when an accounting firm grows, but the way it operates doesn’t grow with it?In this episode of Accounting Tech Talks, Dheeraj speaks with Leah Roderick, founder of Fast Enough Consulting and Fractional COO to accounting firms, about why growing firms often struggle with execution, accountability, technology adoption, and owner dependency.Leah explains when a firm has become too comple
How AI Is Helping Small Firms Take On Bigger Tax Problems
AI is changing what small CPA and tax firms can take on.For years, complex tax questions often meant referring work out, calling a specialist, or telling a client, “Let me get back to you.” That creates a difficult choice for smaller firms: turn away work they could potentially serve, or spend significant time researching questions that sit outside their everyday workload.In this episode of Accoun
Recommended
True Crime Classics
The Healer Revolution
Becoming: HER with Nikki Spoelstra
Booked, Blonde & Busy w/ Olivia Ponton
McKinsey on Consumer and Retail
megahired.com
Hard Knocks Podcast
Effective Weight Loss for Moms | High protein, Strength Training, Lose Weight, Meal Planning, Fat Loss, Healthy Habits
The Human-Animal Connection - Pet Life Radio Original
Infinite Health with Dr. Arasi Maran
The Daily
World News Tonight with David Muir
