What happens when an information systems graduate gets handed a sales tax audit and a tax engine implementation before she has ever filed a return?Olga leads indirect tax at Avanos Medical, a medical device company recently acquired by private equity.
What does it take to sell AI into the largest accounting firms in the country when the hardest part has nothing to do with the technology?This founder series episode features Cosmin “Cos” Nicolaescu, CEO and co founder of Accrual, the AI native platform built for Top 100 accounting firms.
What does it take to run a top 100 firm’s entire tax department when your career was built in sales and use tax, not federal compliance?James Ortiz is the Head of Tax at REDW, which just climbed to No.
Dean Quiambao of Armanino and Stephen Hedlund of Rillet
What does it take for an established accounting firm to put its name behind an AI native ERP that had no money, no clients, and a very big pitch?This is the first live taping of Bizora Brews, recorded in front of an audience at Armanino’s San Francisco office during SF Tech Week.
What does it take to walk away from a partner seat at a top 40 firm at 38, with no equity path and no real plan, and start over at a six person shop?David Barbeito is the CEO and managing partner of DPB PLLC in Miami, one of the fastest growing CPA firms in the country, and a recognized top 200 accounting leader.
What does it take to turn a two person practice with a few hundred thousand dollars of business into a $35 million firm, when nothing in your accounting training taught you how to run a business?Michael Stephano is the Managing Partner of Stephano Slack, a top 200 CPA firm based in Wayne, Pennsylvania with roughly 130 people.
What happens when a software engineer who hated writing billing code ends up building the AI agent that does it for everyone else?Bailey Spell is the cofounder of LedgerUp, a Y Combinator backed company automating billing, accounts receivable, and revenue workflows through its AI agent, Ari.
How does someone who calls himself a terrible auditor become the person clients ask for by name?Dean Quiambao is Chief Relationship Builder and Northern California Market Leader at Armanino, where he has spent the last 25 years.