SFP #71: How RPA paid off for this accounting firm

08/25/22 • 26 min

Transforming: Tales of Business Evolution

Robotic Process Automation, or RPA, has been a buzzword in the accounting profession for several years. Despite that, many practitioners don’t have a great grasp of what RPA is and what it can do for accountants.

Wesley Hartman has spent much of the past eight years developing RPA solutions for midsize firm Kirsch Kohn Bridge (KKB), where he serves as director of technology. In this episode of the Small Firm Philosophy podcast, produced in partnership with the Journal of Accountancy podcast, Hartman shares how he has used RPA, how RPA can help accounting firms address key pain points, and why he and his firm are so bullish on the technology they have launched an RPA startup.

This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email [email protected] and schedule a free webtour.

Click on the links to learn more about KKB or Automata or to contact Wesley. You can access an edited transcript of this episode on the JofA website.

Resources mentioned in the conversation:

AICPA & CIMA ENGAGE Conference

Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.

This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email [email protected] and schedule a free webtour.

Click on the links to learn more about KKB or Automata or to contact Wesley. You can access an edited transcript of this episode on the JofA website.

Resources mentioned in the conversation:

AICPA & CIMA ENGAGE Conference

Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.

Previous Episode

CFOs and CPA firms: Common staff development challenges

CPA firms and the clients they serve often view the world through a different lens. Tom Hood, the AICPA’s executive vice president of business engagement and growth, recently had the rare opportunity to engage both groups. In this episode of the Small Firm Philosophy podcast, Hood explores the common challenges – and shared solutions -- that CFOs and CPA face.

Resources mentioned in this episode:

To learn more about Tom, follow him on LinkedIn or Twitter. This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, email [email protected] and schedule a free webtour. Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.

Next Episode

SFP 72: How MAP Survey results improve small firm management

The Private Companies Practice Section’s National Management of an Accounting Practice (MAP) Survey gathers key metrics from thousands of U.S. firms of all sizes. In this episode of the Small Firm Philosophy podcast, Steven Bankler, CPA, shares how he and his small firm break down the survey results to build a better practice.

Resources mentioned in this episode:

National MAP Survey

To learn more about Steven, please visit bankler.com. This episode is brought to you by the AICPA’s Private Companies Practice Section (PCPS), the home of small firms. To learn more about PCPS, check out our membership information or sign up for a free web tour. Note: If your podcast app does not hyperlink to resources, visit https://aicpasmallfirm.libsyn.com to access show notes with direct links.