AI: Accounting Intelligence

By: Isaac Heller
  • Summary

  • Join Isaac Heller as he meets with leaders in the accounting technology space to discuss how AI and automation are transforming the accounting industry, how technology has evolved, and how AI can help accountants work more efficiently. You’ll also learn how accountants can embrace innovations to improve their careers and lives and get forward-thinking perspectives on where the accounting profession is headed when it comes to new technologies and AI!
    © 2024 Earmark Media LLC
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Episodes
  • From CPA to EV Founder
    Sep 10 2024

    Guzel Lumpkin shares her remarkable journey from a small Russian village to becoming a CPA, CFO, and now CEO of EVLUV, an electric vehicle charging startup. From her early days as a CPA at Deloitte to navigating IPOs for tech giants, Guzel shares valuable lessons on leveraging financial acumen in the startup world. Her current venture into the EV charging space highlights the importance of understanding both numbers and market needs in entrepreneurship.

    • (00:00) - Welcome to AI: Accounting Intelligence
    • (01:35) - Guzel's Career Journey
    • (05:38) - Early Career and Big Four Experience
    • (11:23) - Impact of AI and Technology at Big 4
    • (17:55) - Transition to Tech Startups
    • (21:21) - IPO Experiences and Lessons
    • (26:39) - Implementing Technology and AI in Accounting
    • (29:31) - Challenges and Innovations in Accounting Automation
    • (33:51) - The Journey From CFO to Entrepreneurship
    • (35:16) - The Birth of EVLuv
    • (40:32) - Applying Lesson's You Learned at Other Companies Now to Your Own
    • (45:40) - EVLUV's Pricing and Business Model
    • (51:10) - Advice for Aspiring CPA and CFO Entrepreneurs
    • (53:08) - Conclusion and Final Thoughts

    Learn more about Trullion
    https://trullion.com

    Learn more about EVLUV

    https://evluv.io

    Connect with Guzel Lumpkin

    https://www.linkedin.com/in/guzel-lumpkin-ceo

    Connect with Isaac Heller
    https://www.linkedin.com/in/isaacheller

    Get NASBA Approved CPE or IRS Approved CE
    Launch the course on Earmark to get free CPE/CE for listening to this episode.

    Review
    Leave a review on Apple Podcasts or Podchaser

    Subscribe
    Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

    This podcast is a production of the Earmark Media

    The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

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    54 mins
  • AI Hype vs. Reality
    Aug 27 2024

    Isaac Heller and guest Blake Oliver dive deep into the world of AI in accounting, examining recent VC investments and emerging trends. They discuss the potential for AI to augment and automate various accounting tasks, from bookkeeping to auditing, while exploring the challenges of implementation and data management. The conversation also touches on how these technological shifts may impact the accounting workforce and reshape the competitive landscape for both startups and established firms.

    • (00:00) - Welcome to AI Accounting Intelligence
    • (00:38) - AI and Accounting: The Hype and Reality
    • (02:18) - Analyzing VC Perspectives
    • (04:10) - The Death of the Big Four?
    • (05:40) - Emergence's Matrix and Automation Potential
    • (13:30) - AI's Role in Auditing
    • (17:03) - Challenges and Opportunities in AI Adoption
    • (25:22) - Future of AI in Accounting
    • (29:52) - The Role of AI in Excel and Data Management
    • (31:06) - Cost Constraints and Efficiency of AI
    • (32:37) - Smart Query Structuring and Enterprise Search
    • (36:14) - Big Four and AI Investments
    • (38:21) - Challenges and Opportunities in AI Adoption
    • (45:31) - The Talent Shortage
    • (48:58) - Private Equity and Accounting Firm Buyouts
    • (52:53) - The Future of AI in Accounting
    • (57:08) - Conclusion and Final Thoughts

    Learn more about Trullion

    Connect with Blake Oliver

    https://www.linkedin.com/in/blaketoliver

    Connect with Isaac Heller
    https://www.linkedin.com/in/isaacheller

    Get NASBA Approved CPE or IRS Approved CE
    Launch the course on Earmark to get free CPE/CE for listening to this episode.

    Review
    Leave a review on Apple Podcasts or Podchaser

    Subscribe
    Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

    This podcast is a production of the Earmark Media

    The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

    Show more Show less
    58 mins
  • Balancing AI and Human Insight in Modern Finance
    Aug 13 2024

    Artie Minson, President and CEO of LeafLink, shares his journey from public auditor to C-suite executive in this insightful discussion. He offers valuable perspectives on the enduring importance of accounting and auditing in an increasingly complex business landscape. Minson also explores the potential impact of AI on the finance profession, emphasizing the continued need for human judgment alongside technological advancements.

    • (00:00) - Introduction and Guest Welcome
    • (00:39) - Artie Minson's Career Journey
    • (02:28) - The Value of an Audit Career
    • (05:26) - Future of Public Audit
    • (10:04) - Impact of AI on Accounting
    • (15:02) - AI and the Future of Auditing
    • (21:54) - Final Thoughts and Conclusion

    Learn more about Trullion

    Connect with Artie Minson

    https://www.linkedin.com/in/artie-minson
    Learn about LeafLink
    https://www.leaflink.com

    Connect with Isaac Heller
    https://www.linkedin.com/in/isaacheller

    Get NASBA Approved CPE or IRS Approved CE
    Launch the course on Earmark to get free CPE/CE for listening to this episode.

    Review
    Leave a review on Apple Podcasts or Podchaser

    Subscribe
    Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

    This podcast is a production of the Earmark Media

    The full transcript for this episode is available by clicking on the Transcript tab at the top of this page

    Show more Show less
    23 mins

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