Joshua Feinberg of Vic.ai interviewed Michael Doody, Managing Principal at EFPR Solutions, to learn more about the benefits and challenges of using accounting technology for client accounting services (CAS).

Date/Time:
Original Broadcast Date: October 2, 2020
Podcast is approximately 27 minutes

Audience:
The primary audience of the AI in Accounting Podcast is U.S-based accounting, finance, and IT professionals at CPA firms, outsourced accounting providers, bookkeeping firms, outsourced controller firms, and outsourced CFO firms.

Topics:

• History of EFPR Solutions and how necessary it is to evolve toward change
• Tips for working in CAS
• The biggest mistakes being made in CAS
• What the future of CAS looks like
• What the client onboarding process looks like
• COVID’s impact to the industry

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