The Power of Clean Data, Automation, and Collaboration

In this episode, Roxanne Brady and Jesse Fillerup from the Connor Group discuss the transformative impact of accounting automation on businesses. They delve into the evolution of technology and its incorporation into various industries. Roxanne emphasizes the necessity for a mix of traditional and innovative tools to ensure business efficiency. Jesse further elaborates on the importance of cross-functional team collaborations and the need for a dynamic approach in revenue accounting. They both advocate for automating repetitive tasks, discussing the return on investment that comes from more reliable and efficient systems and processes.

Em’s Takeaways :

1. The top three areas of focus to work on with clients:
   • Embrace the power of clean data: Roxanne shares why squeaky-clean data is your secret weapon for smooth system operations.
   • Teamwork makes the dream work: It's all about teamwork! The accounting department collaborates with sales, legal, and operations to make smart decisions together. Everyone needs to grasp revenue recognition principles for smooth sailing.
   • Train your team cross-functionally: Let's get everyone on the same page. Training can minimize confusion and maximize efficiency.
2. Prioritize automation and system integration for high-growth companies: Roxanne and Jesse stressed the significant ROI of automation, enabling swift scaling alongside company growth. Their advice? Opt for a customized tech stack that suits your needs, ensuring robust inter-system connections for efficiency and accuracy.

Episode Timestamps :

*(00:08) - Off the Ledger

*(09:27) - General Ledger

*(38:49) - The Future of Revenue Accounting

Links:

• Connect with Em Daigle on LinkedIn
• Connect with Roxanne Brady on LinkedIn
• Connect with Jesse Fillerup on LinkedIn
• Learn more about Connor Group
• Learn more about Zuora

Check out additional resources for this episode:

>> Connect with Em Daigle on LinkedIn