Most accountants are losing business and don’t even realize it. In this episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations). Debra Kilsheimer joins to share what actually drives client loyalty, why she ditched hourly billing decades ago, and how she built her firm "Behind the Scenes Accounting" that runs on relation...
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Most accountants are losing business and don’t even realize it. In this episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations). Debra Kilsheimer joins to share what actually drives client loyalty, why she ditched hourly billing decades ago, and how she built her firm "Behind the Scenes Accounting" that runs on relation...
AI Isn’t the Future of Accounting, It’s Already Killing Off the Old Way - With Daniel Moshe
CFO Chronicles: The Secrets Behind Success
34 minutes
2 months ago
AI Isn’t the Future of Accounting, It’s Already Killing Off the Old Way - With Daniel Moshe
AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind. In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to: • Attract better-fit clients (and actually land them) • Add capacity without burning out staff • Win more proposals by proving security and compliance • Automate the admin, elevate the advisory You’ll also hear Daniel’s bold predi...
CFO Chronicles: The Secrets Behind Success
Most accountants are losing business and don’t even realize it. In this episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations). Debra Kilsheimer joins to share what actually drives client loyalty, why she ditched hourly billing decades ago, and how she built her firm "Behind the Scenes Accounting" that runs on relation...
