Maximizing Automation in the Accounting Industry with Jesse Rubenfeld

The Modern CPA Success Show - A podcast by Summit Virtual CFO by Anders - Mondays

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Tom and Adam welcome Jesse Rubenfeld, founder of FinOptimal, to the show to discuss how automation can maximize efficiency in the accounting industry. FinOptimal provides clients with an automated solution to their accounting needs, offering integrations with APIs and software. Jesse works with CFO-services firms and other CPA firms that want to focus on advisory services. He believes that by building the right hardware and software, accountants can take their focus off of the data entry and instead focus on strategic advice.