Technologists Randy Johnston and Brian Tankersley, CPA, discuss the current security and technology risks that accounting, tax, and other financial firms face.

Review of Microsoft Copilot

Jan 21st, 2024 21m 5s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss Microsoft Copilot, an AI-powered tool that combines the power of large language models (LLMs) with your data in the Microsoft Graph—your calendar, emails, chats, documents, meeting

Accounting Automation with Guest Jason Richelson of Bookkeep

Jan 21st, 2024 37m 40s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss accounting automation tech with the co-founder of Bookkeep, Jason Richelson.

Safeguarding Client Data: IRS Pub 4557 WISP

Jan 21st, 2024 23m 8s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss client data security and the new FTC Safeguards Rule: IRS Pub 4557 (aka WISP).

The Technology Accounting Firms Use: AFOT Survey 2023

Jan 21st, 2024 23m 31s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the 2023 Accounting Firm Operations and Technology Survey (AFOT).

Audit Technology and Data: Conversation with Jeff Gramlich of Validis

Jan 21st, 2024 33m 8s

Technologists Randy Johnston and Brian Tankersley, CPA, talk with Jeff Gramlich of Validis about changes in audit technology and the role of data.

Update on the Verizon Data Breach - July 2023

Jan 21st, 2024 23m 24s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the recent Verizon data breach and what firms need to know and do to protect their firm and client data.

Recap of Scaling New Heights Conference 2023

Jan 21st, 2024 19m 41s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the recent Scaling New Heights accounting conference.

Intro to Outsourcing

Jan 20th, 2024 24m 12s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the pros and cons, as well as the technologies and liabilities, of outsourcing tax and accounting tasking.

Technology Governance

Jan 20th, 2024 22m 37s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss models for technology governance.

Review of Data Driven Audit Technology Trends

Jan 20th, 2024 25m 44s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss technology trends for audits.

Recap of AICPA's ENGAGE Conference 2023

Jan 20th, 2024 24m 3s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss the 2023 AICPA Engage conference. The largest annual event by the AICPA, Engage brings together professionals in all areas of practice for education, networking, and other events.

Review of Data Snipper

Jan 2nd, 2024 18m 16s

Technologists Randy Johnston and Brian Tankersley, CPA, discuss DataSnipper, an Intelligent Automation Platform within Excel that accelerates Audit and Finance teams' productivity.