Shows
Blood, Sweat & Balance SheetsEthical AI in Action: Compliance, Innovation, and Accounting's Next FrontierOn this episode of Blood, Sweat & Balance Sheets, host Mike Whitmire sits down with Vicky LeVay, Sr. Director of Compliance, Risk, and Information Security at FloQast, and Jaysen Dyal, Product Marketing Manager at FloQast and former accountant. Together, they discuss the growing role of AI in accounting and FloQast’s achievements, including earning ISO 42001 certification.Vicky provides insights into what it takes to secure this critical certification and why it’s essential for building trust and ensuring accountability in AI-driven processes. The conversation dives into the ethical challenges of implementing AI in the accounting field and how FloQ...2025-03-1746 minBlood, Sweat & Balance SheetsHow Two Ex-Accountants Help Drive Innovation at FloQastOn this episode of Blood, Sweat & Balance Sheets, Mike Whitmire is joined by Shivang Patel and Megan Gallagher, two former accountants whose expertise in audit and accounting paved the way for their success at FloQast. They share how their deep understanding of the accounting profession uniquely positions them to solve client challenges, connect with peers, and drive innovation in roles like sales engineering and beyond.Additionally, the group discussed FloQast’s vision for deploying its Accounting Transformation Platform, with its enhanced with AI, support accountants by automating manual, time-intensive tasks. This enables teams to transition from preparer ro...2025-02-101h 11
Innovation in Compliance with Tom FoxNavigating Accounting and Compliance with Mike WhitmireInnovation comes in many areas, and compliance professionals must be ready to embrace it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators in the award-winning Innovation in Compliance podcast. In this episode, host Tom Fox visits Mike Whitmire, Co-founder & CEO at FloQast, on his journey in accounting and compliance.In this episode, Tom is in a riveting conversation with Mike Whitmire, Co-founder & CEO at FloQast. They dive into Mike’s professional journey, starting from his early days at Ernst & Young, navigating the complexities of Sarbanes-Oxley (SOX) compliance, and ev...2025-01-2135 min
The FinTech FloCPAcon, A Gaming Convention for Accountants! Is This The Future?! - Ep. 40In this FinTech Flo Season 2 final guest episode, Drew Carrick, CPA is joined by Kendale King, CPA, a leading figure in the accounting thought leadership space and the founder of CPAcon, which is having its first ever conference in Los Angeles on December 3, 2024. The two discuss the gamification of education and overall accounting pipeline awareness campaign that CPAcon is designed to address, as well as the content that FloQast Studios creates. In addition, they touch on automation, disruptive technology, A.I., best practices for firm leaders, and the future of CPE!If you’re interested in attending CP...2024-11-271h 20The FinTech FloLet’s Get Fiscal and Make Some Bets on the Future - Ep. 39Join Drew Carrick, the Rapping CPA, as he sits down with Kristen Gayoso, Senior Director of Finance at SimpleBet, and creator of Let's Get Fiscal for an engaging episode of the FinTech Flo. The duo dives into the world of accounting, exploring topics such as navigating the complexities of CPE requirements, the decision-making process of leaving public accounting for industry roles, and the journey of building a finance department from the ground up at a startup. They discuss the impact of automation on accounting jobs, maintaining work-life balance, and the evolution of accounting content on social media. Don't miss...2024-11-141h 03The FinTech FloWelcome to the FinTech Flo!There’s shows about finance and there’s shows about technology, but there aren’t many shows about finance technology; and there’s almost none specifically made for accounting and finance professionals at the corporate level!Well I’ve never been one to do what everyone else does. I’m Drew Carrick, and I love putting together two things that haven’t been put together before - that’s how I became The Rapping CPA. And that’s how I became the host of the FinTech Flo, a FloQast Studios production that involves talking through trending and impactful themes f...2024-11-0801 minThe FinTech FloStraight Outta Compliance! Plus, New Music - Ep. 38Strategic compliance is the next frontier for companies with massive compliance obligations and regulations requiring them to follow strict standards. With all of the fraud and bad financial practices that have taken place over the last decade, there are constantly new regulations coming out for businesses to stay on top of, and allowing these tasks to become mundane, tedious, and monotonous will result in increased burnout and chances of non-compliance. Jaysen Dyal joins the podcast to chat with Drew about results of a recent compliance survey, the role of internal auditors, and the recent scandals that brought the industry...2024-10-311h 17The FinTech FloNew Room, New Accountants, New AI Technology - Ep. 37New digs, who dis? That’s right, the FinTech Flo is back, and in a brand new podcast studio! The newness doesn’t stop there though, with new fintech regulations working their way into banking, new automation technology making headlines in the logistics industry, and the accounting profession being revolutionized by new accounting transformation technology! Lots of headlines discussed between Drew and Mike Whitmire, CEO and Co-founder of FloQast, on this session.Episode 37 - October 17, 2024Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE eligible video cont...2024-10-1751 minThe FinTech FloThe Shifting Landscape of Accounting Careers - Ep. 36Let's start off Q4 the right way, in the city that never sleeps, New York -- just like this episodes entrepreneurial CPA guest, Joey Reeves, founder of Universal CPA Review. Drew and Joey talk about the proposed 150 hour credit requirement change to the CPA exam, the shifting landscape of the accounting profession due to AI, and what it was like to start a CPA exam review company. The good news of all of this is, with 50% of graduates not utilizing their degrees, accounting continues to become a very appealing career route. This episode and all FinTech Flo ep...2024-10-0355 min
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified453. Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture (Mike Whitmire) Mike Whitmire of FloQast joins Nick to discuss Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture. In this episode we cover: FloQast's Product and Market Positioning Organizational North Star and Customer Persona Attracting Talent and Fundraising Struggles AI Integration and Future of Accounting Impact of AI on Venture Funding Guest Links: Mike’s LinkedIn Mike’s Twitter/X FloQast Website FloQast LinkedIn The hosts of The Full Ratchet are Ni...2024-09-3037 minThe FinTech FloMister Worldwide Taking Business Across The Globe - Ep. 35Fintech Flo: Episode 35 (9/19/24) with Adam Zoucha, SVP International SalesThere’s a few major life decisions that require calculated risk, including the one to join a brand new tech start-up in the hopes of living our entrepreneurial dreams, and if that pans out, another later on to expand a business internationally. On this special FinTech Flo episode, Drew sits down with Adam Zoucha, SVP of International Sales, who joined to become FloQast’s first sales representative after working a year in Big 4, and has seen the company grow from 5 employees in a house up to near...2024-09-191h 05The FinTech FloBridging the Talent Gap With The Next Generation of Accountants - Ep. 34The Next Generation of Accountants #GenZ - Fintech Flo: Episode 34 (9/5/24)The pathway to becoming a CPA is different now with proposed modifications to the exam process and new developments in AI and technology that have changed the profession forever. Are you a college student thinking about obtaining your CPA or considering working for an Accounting Firm? Drew and Mike delve deeper into current Accounting Industry updates and what the profession is like today, as well as how it is going to change tomorrow. The role of industry professionals will be transforming, and the mission now is to...2024-09-0558 minBlood, Sweat & Balance SheetsUnderstanding Financial Transformation: Key Insights for CFOs and AccountantsIn this episode of Blood, Sweat & Balance Sheets, guest host Stefan van Duyvendijk, Accounting Operations Evangelist at FloQast, sits down with Chris Hennesey, AWS Enterprise Strategist at Amazon Web Services and former Technology CFO at Capital One, along with FloQast CFO Razzak Jallow. They explore the findings of FloQast’s latest survey, Embracing Financial Transformation: What It Is, Why Organizations Should Want It, and How to Achieve It. The discussion highlights the critical role of accountants in driving transformation, the gap in understanding between CFOs and accounting teams, and the new frameworks that can guide organizations toward lasting change. 2024-08-261h 10The FinTech FloHow Artificial Intelligence Will Actually Impact The Accounting Profession - Ep. 33How Artificial Intelligence Will Actually Impact The Accounting Profession - Fintech Flo: Episode 33 (8/22/24)There has been A LOT of hype about A.I. throughout 2024, but to get the best opinion on what is actually realistic, you need to speak to the professionals who are the experts at the top of the industry - so we brought in Dr. Sean Stein Smith, CPA, Professor at Lehman College, and Blockchain Expert, to discuss how artificial intelligence will most likely impact the accounting profession, from the work accountants do, to the effect it could have on the talent...2024-08-2258 minThe FinTech FloAccountants Take on Sports Streaming Wars #hotassetsAccountants Take on Sports Streaming Wars #hotassets - Fintech Flo: Episode 32 (7/30/24)The NBA just signed with Amazon - are you ordering your favorite sports team on Prime? We are delving into the Sports world to give you the inside scoop on the hottest trend in BigTech, or as Accountants like to call it - TMT - Tech, Media, and Telecom. What does this mean for the future of sports streaming, traditional versus non-traditional network broadcasting, and more importantly - what is the accounting behind it?This episode and all FinTech Flo episodes are available fo...2024-08-081h 08The FinTech FloFinancial Updates the Size of Texas! - FinTech Flo: Episode 31 (7/25/24)Financial Updates the Size of Texas - Fintech Flo: Episode 31 (7/25/24)Everything is bigger in Texas, which is where this episode of the FinTech Flo is taking place! Rightly so, the Great Resignation is over and the Big Stay is happening, but how does it impact accounting jobs? Also, Kirschner is set to hang out for the rest of his life with SBF, and FASB is also making some Texas sized moves with corporate transparency regulations. Shout out to the folks of the TXCPA-DFW chapter and Whitley Penn for helping make this special remote episode possible...2024-07-2555 minBlood, Sweat & Balance SheetsMarine Veteran Josh Glover on Leadership and Driving Success at FloQastIn the latest episode of Blood, Sweat & Balance Sheets, Mike sits down with Josh Glover, President and Chief Revenue Officer at FloQast. Josh, a decorated veteran, shares his riveting journey from serving four combat tours as a Marine and, later, special operations team commander with MARSOC’s 2d Marine Raider Battalion, to becoming a key leader in the tech industry, first with nCino, and now, with FloQast.Josh discusses his transition into the corporate world, starting at nCino as an individual contributor and helping grow the company into a global, NASDAQ-listed organization. He also delves into his decision to...2024-07-2244 minThe FinTech FloHot Number Summer - Petrodollar, Money Laundering, Men in FinanceHot Number Summer - Petrodollar, Money Laundering, Men in Finance - Fintech Flo: Episode 30 (7/10/24)What's up with the petrodollar ending, and what does it mean for you? Can NYC become the next film hub and compete with LA? And what's the deal with the man in finance phenomenon? Join in on Drew and Mike's discussion on these during our very special, and sad, final episode from the FloQast Studio facility before moving to a new podcast location this fall. This episode and all FinTech Flo episodes are available for CPE credit over at F...2024-07-1155 min
AWS for Software Companies PodcastEp045: Selling to C-Suite Best Practices with ActionIQ, FloQast and WizA panel discussion with executives from ActionIQ, FloQast and Wiz on experiences and best practices for working and selling to customer C-suites.Topics Include:Panel introductionsKeeping products and sellers focused on C-Suite outcomesCustomer C-suite focus, identifying internal championsKeeping sales motion concise for key C-SuiteConnecting value for enterprise spaceImpact of Generative AI and inventing on behalf of customersCustomer impressions of GenAI and going beyond the hypeHelping customers reimagine / hack their businessC-suite concerns about Generative AIFlipping objections into selling points for C-SuiteBuilding confidence for security, data and GenAI for ExecutivesFinal thoughts, Session wrap-upParticipants:Justin...2024-07-0954 minThe FinTech FloIs “Move Fast & Break Things” the Best Approach to Innovative Business? Fintech Flo: Episode 29 (6/27/24)Move fast and break things has been SpaceX’s approach to innovation, but does that work for all companies? Sometimes there is a brand reputation risk to putting out a beta product that isn’t fully ready, yet making customers pay full price for it - forget about the accounting nightmare behind trying to plan for canceled subscriptions! Also on today’s episode, is how much power should one influencer have - Roaring Kitty and Marcus Brownlee have the ability to move companies success metrics like Warren Buffet when he makes a public...2024-06-2756 minBlood, Sweat & Balance SheetsBuilding Bridges: Adam Yarnell's Journey from Audit to Sales to helping FloQast launch in AustraliaIn this episode of Blood, Sweat & Balance Sheets, FloQast co-founder and CEO Mike Whitmire delves into Adam Yarnell's remarkable transition from audit to sales at FloQast, highlighting his pivotal role in growing FloQast's Sales function, helping drive the success of the newly-founded Sales Engineering team, and, now, launching FloQast's presence in Australia. Learn how Adam leaned on his accounting experiences to thrive in Sales, help manage up-and-coming salespeople, and what drew him back to being an account executive: This time, in Australia, while helping grow the brand down under and develop a brand new Sales org. Along t...2024-06-1748 minThe FinTech FloIt’s All About the Hybrid Approach, to Everything - Fintech Flo: Episode 28 (6/13/24)Is hybrid the way of the future or is it a trap? Yes, you heard correctly - everything is going hybrid, from engines, to clothes, to work, to ideologies. There is much to be said about the benefits of taking a hybrid approach to business goals and achieving strategic objectives, many of which can be highlighted by current events such as Toyota’s emphasis on hybrid engines, fashion companies developing work from home dress pants, and businesses moving toward hybrid work environments permanently. Drew and Mike break down the analysis in this hybrid episode, two in person studios, but re...2024-06-131h 07
Breaking BeliefsEpisode 144: Being Good To Becoming Elite In Selling Takes Practice And A Process With Paul CaffreyBeing good at selling may be great, but becoming elite in selling is much better! Like many entrepreneurs, you also wanted to achieve an elite status in your field. In today's episode, Paul M. Caffrey, Co-Author of The Work Before The Work, shares his journey from being a scientist to a top salesperson. We learn how to use the scientific process during research and experiments to go from good to great in selling to your prospects. Paul reveals the elite sellers' proven preparation techniques, habits, and routines. Whether you're a seasoned salesperson looking to take your skills to the...2024-06-1151 min
The Standing Desk PodcastEp. 125: Breeding Rats with Mike Whitmire, Co-Founder & CEO of FloQastDan and Ben talk to Mike Whitmire, co-founder and CEO of FloQast, the leading accounting workflow automation software company. They discuss:
His career
His early entrepreneurial ventures (including a fantasy sports website, custom video game rosters, and rodent sales)
The path that led him to starting FloQast
His thoughts on corporate lingo
The IPO process
The balance of product and brand
His relationship with investors
The production that goes into their annual conferences
The dream of having the FloQast logo on the Dodgers’ jerseys
Footwear alternatives to his hybrid sneaker-shoes
The worst possible hypothetical board members
The vision be...2024-05-311h 13The FinTech FloThe 2024 Dirty Dozen, Scams, Frauds, and Attacks - Fintech Flo: Episode 27 (5/30/24)Phishing, vishing, and smishing oh my! And don’t forget about spearphishing as well! Lots of scams and fraud attacks to stay on the look out for this year - so Mike and Drew go through the IRS’s 2024 Dirty Dozen, the list of popular schemes to be on high alert for throughout the period.This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along with a bunch of other high quality, engaging, and entertaining CPE elig...2024-05-3055 minThe FinTech FloNoncompetes, Accounting Top 100, and Consultants in the Spotlight - Fintech Flo: Episode 26 (5/16/24)The FTC has been putting in work this year, suggesting a ban on noncompetes, as a way to protect employees, however they may be overstepping their boundaries. The Accounting Top 100 Firms report also came out earlier this quarter, and Drew and Mike get into the stats of what it says about the industry. Finally, consultants and advisory services are getting the recognition they deserve - which means someone is actually trying to figure out what it even means that people do in these service lines, and how necessary or unnecessary their work is! This episode and all F...2024-05-161h 01
"Tech Finance" with Sasha Orloff: B2B Fintech | AI | Finance TechCan Turning Down a Huge Upround Lead to a Greater Outcome? FloQast CFO Razzak Jallow Proves It CanIn this episode, Sasha sits down with Razzak Jallow, CFO at FloQast, to discuss the evolving role of the modern CFO as a strategic partner across the organization. They dive into how he builds trust with the CEO, his approach to fostering product innovation responsibly, and why he turned down a financing round that would have doubled FloQast's valuation. Razzak also offers advice for aspiring CFOs on evaluating their first CFO role, skills like "precision Q&A", and hiring great talentThis show is a part of the Turpentine podcast network. Learn more: www...2024-04-2546 minThe FinTech FloBurnout in Accounting is Still Taking a Toll on the Profession - Fintech Flo: Episode 25 (4/18/24)This special episode of The FinTech Flo ahead of Mental Health Awareness Month, tackles why burnout is so pervasive in the accounting industry, with 99% of professions claiming to experience it - especially as we reach the conclusion of “busy season”. The solution is tied to a shift in culture, technology, and overall outlook on the job, as discussed by Drew, Mike, and Stefan, in our first ever 3 person IRL show! Knowing how you’ll use your accounting skills in the future can help add a sense of purpose to your work in the present, and stick around to hear the ty...2024-04-182h 00Blood, Sweat & Balance SheetsA Behind-the-Scenes Look at FloQast’s $100M Series E: Fundraising Insights for AccountantsOn the latest episode of Blood, Sweat & Balance Sheets, FloQast CEO Mike Whitmire is joined by CFO Razzak Jallow to discuss the ins and outs of FloQast’s Series E round of funding. Take an inside look at all the work that goes on behind the scenes, from investor relations to negotiating term sheets, Mike and Razzak candidly discuss the fundraising process, providing valuable insights for accountants and entrepreneurs alike.Key Takeaways:Behind-the-Scenes Insights: Razzak provides a first-hand account of the extensive legwork and meticulous planning involved in securing FloQast's Series E funding, offering a rare gl...2024-04-1555 minThe FinTech FloGT Gets PE, Green vs. Blue Text Lawsuit, and SEC Climate Rules - Fintech Flo: Episode 24 (4/4/24)Baseball is back, which means Shohei Ohtani is in the spotlight - however, it’s his translator that’s getting all the attention. With great power comes great responsibility, and so Drew and Mike use their business to entertainment translating abilities to discuss updates from the accounting and fintech worlds, including Grant Thornton getting Private Equity, the SEC enacting assurance regulations around climate, and Apple getting hit with a new lawsuit that will last for years to come. Our new snapshot episodes of the FinTech Flo are here to deliver everything you need to know in 2024.2024-04-041h 02
The FinTech FloPrivacy, Profits, Insider Trading, and How to Start a Company - FinTech Flo: Episode 23 (3/14/24)Every publication coming out is about tax season, so we’re giving you the rest of what’s going on in the accounting and finance world! That includes a bunch of fascinating stats on the ROI of privacy measures and data security, new questions surrounding what constitutes insider trading, and a breakdown of what goes into founding a start-up company! Timeless pieces coming all year from the FinTech Flo with FloQast CEO Mike Whitmire and Producer Drew Carrick.This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app...2024-03-1454 minThe FinTech FloThe Future of Social Security, Accounting, and the Economy - FinTech Flo: Episode 22 (2/29/24)You’ve heard for years about how social security is running out, but when exactly will that happen, and why? Public accounting firms are starting to take Private Equity money, how will that shake up the industry? What do you need to know about stock options and exercising of them in start-ups? All this and more on the new season of the FinTech Flo, with Mike Whitmire and Drew Carrick!This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit wh...2024-02-291h 06The FinTech FloThings To Be On The Lookout For In 2024 - FinTech Flo: Episode 21 (2/15/24)Has the accounting content pipeline been keeping you up at night?! Well, fortunately, The FinTech Flo is back, newly housed on FloQast's YouTube, along with a ton of great thought leadership! What’s still keeping industry professionals up at night, however, is the talent pipeline, SPACs, the economy, and busy season! Drew Carrick (FloQast Studios Producer), and Mike Whitmire (FloQast’s Co-founder & CEO) tackle the hottest topics of 2024 with this timeless episode!This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Video Vers...2024-02-151h 19
HR Visionaries InternationalFloQast | The Art of Saying No in HR with Adey Tadesse-HeathIn this episode, our host Benjamin speaks with Adey from FloQast, focusing on her unique journey in the HR space. Adey, the Vice President of Human Resources at FloQast, shares her career path, starting as an employee at Starbucks and transitioning through various service roles before finding her passion in HR. She reflects on the growth and challenges faced while scaling FloQast from 18 to over 600 employees, emphasizing the importance of culture, hiring practices, and team development. Adey's approach combines authenticity, resilience, and a commitment to excellence. The discussion also delves into how she nurtures a positive work environment and...2024-02-0947 min
Run the NumbersE15: CFO of FloQast on Why Finance Teams are Data CuratorsOn episode 15 of Run the Numbers, CFO of FloQast Razzak Jallow joins CJ to make the argument for why finance teams should think of themselves as data curators, why a great CFO is someone who will forge the path for their CEO's vision, lessons from Apple's execution, and more. If you’re looking for an ERP platform, check out our sponsor, NetSuite: https://netsuite.com/metrics---SPONSORS:NetSuite provides financial software for all your business needs. More than thirty-six thousand companies have already upgraded to NetSuite, gaining visibility and control over their financials, inventory, HR, eCommerce, an...2024-01-0358 minThe FinTech FloFinTech Flo - Episode 20 (12/14/23)We’re wrapping up 2023 with the best episode of the year, which includes an Ask Us Anything section after the Concluding Cycle that is filled with insights on growing business and starting companies! Drew and Mike also tackle the biggest headlines from the Wall Street Journal, the IRS entity, changes to audit confirmations, and the insane world of employment at tech giants! You don’t want to miss this Season 1 wrap up! This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE cred...2023-12-141h 05The FinTech FloFinTech Flo - Episode 19 (11/30/23)FinTech Flo - Episode 19 (11/30/23): More Expensive Audits and a $240M MistakeIs the switch back to in-person work the move? How much would it cost to have a day without the internet? How did a $240M forecasting error possibly destroy a major university’s athletic program?! A lot happened in November, and we’re catching everyone back up to speed on the finance and accounting industries! This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app (links below!)Earn CPE credit while you watch, along...2023-11-301h 04The FinTech FloFinTech Flo - Episode 18 (11/2/23)As the 2023 year enters the final stretch, the work-life balance conversation is tracking to become the major talking point of 2024, specifically as it relates to the push for Return-to-Office. This could be a significant factor in the culture of work as a whole, especially in the accounting profession which is showing the lowest numbers entering the industry in recent history. Addressing the pipeline issue is also elevating to crisis mode, especially as demands are increasing in the realm of AI and cybersecurity disclosures. This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and...2023-11-021h 08
Futurum Tech WebcastTechnology Can Be the Solution to Today’s Finance and Accounting Talent Crisis with FloQast - Futurum Tech WebcastIn this episode of the Futurum Tech Webcast, Mike Whitmire, CEO and Co-Founder of FloQast joins host Keith Kirkpatrick, Research Director, Enterprise Applications at The Futurum Group, for a conversation about workplace trends, focusing specifically on the accounting industry, and the frustrations that many accountants struggle with, day-in and day-out, and what that means for today’s organizations and the future of the accounting profession. They also discuss how technology can be the catalyst for ensuring that the accountants of today are able to continue to do meaningful work, while also properly positioning the industry to continue to attract br...2023-10-2024 minThe FinTech FloFinTech Flo - Episode 17 (10/19/23)Spooky Season Is A Going ConcernWe are deep into October, which means the spooky season is in full swing - naturally, along with that comes a growing going concerning section. On this episode, the compliance versus advisory services get some clarification above the noise that circulates the accounting profession, the current financial landscape gets opened up by borrowing tactics and start-up risks, and the need for more transparency of financials gets called upon once again. This episode and all FinTech Flo episodes are available for CPE credit over at FloQademy and on the Earmark app...2023-10-191h 00Blood, Sweat & Balance SheetsA Decade of Accounting Leadership: FloQast Founders' Insights — Pt. 2: Lessons LearnedIn this second part of our series taking a look back at 10 years of FloQast, co-founders Mike Whitmire and Chris Sluty continue their discussion, sharing the invaluable lessons they've gathered from a decade of leading the company.Gain unfiltered insights into accounting, entrepreneurship, and leadership as they openly reflect on their experiences. From navigating financial intricacies to the ups and downs of tech company management, this episode offers practical wisdom and insights into what it takes to run a SaaS company.Gain unfiltered insights into accounting, entrepreneurship, and leadership as they openly...2023-10-1639 minThe FinTech FloFinTech Flo - Episode 16 (10/5/23)The Accountant Pipeline to the Future of WorkVoices from the accounting industry, especially the large organizations with many letters in their acronyms, are getting loud as the size of the workforce itself gets smaller. On this episode, we dive into what causes people to leave jobs they enjoy, how the future of internal auditors is being shifted by the PCAOB, and why the workforce pipeline problems expand beyond just the accounting industry and profession. Get the latest and earn CPE for it, over on Earmark or FloQademy! Links below!Earn CPE credit while...2023-10-051h 00Blood, Sweat & Balance SheetsThe Origins of FloQast With FloQast Founders Mike Whitmire and Chris Sluty — Pt. 1: Learning To LeadIn the first episode of our two-part series, FloQast co-founders Mike Whitmire and Chris Sluty discuss the origins of FloQast, from meeting as undergrads to teaming up with CTO Cullen Zandstra, and more.Listen in as Mike and Chris share the story of how they first crossed paths while majoring in accounting, their separate paths after graduation, and the fateful reunion that took place in Los Angeles. They'll take you through the early days of FloQast's inception, discussing the challenges and triumphs of starting a company from the ground up — as accountants and first-time fo...2023-10-0243 min
The Unique CPAAutomation as a Way to Reduce BurnoutOn Episode 124 of The Unique CPA, Randy talks to Mike Whitmire, CEO and Co-Founder of FloQast. Mike discusses how he overcame burnout in public accounting brought on by personal pain points to build FloQast, such as long hours both at a Big Four firm and at an L.A. startup, the difficulty of the month-end close process, and the need for a better work-life balance in accounting. He discusses growing FloQast to over 500 employees with a focus on culture and transparency. Get the full show notes and more resources at TheUniqueCPA.com2023-09-2636 minThe FinTech FloFinTech Flo - Episode 15 (9/21/23)The Wild West of AccountingThe accounting world is looking a bit like the wild west on this episode of the FinTech Flo. We tackle the basic updates, like FASB finally creating regulations around crypto asset reporting. But things quickly unravel as we touch on the collapse of a Chattanooga accounting firm and their shady chairman, a return-to-office debate on Reddit, a new company hoping to reduce your mortgage payment, and an MIA search for all the accounting meme accounts! To top it all off, we asked LA residents if they knew what CPA stood for...2023-09-2159 minThe FinTech FloFinTech Flo - Episode 14 (9/7/23)What To Love About Accounting & An Industry RecapThe highlight of this episode is… we asked the accounting subreddit, and they responded with the things they LOVE about working in accounting! Between new FASB policies and regulations, PCAOB actions, and a shifting landscape of the type of work needing accounting professionals, this end of summer FinTech Flo episode is the perfect recap for the state of the accounting industry! Don’t forget, you can earn CPE for watching/listening, over at Earmark or on FloQademy! https://learn.floqast.com/ FinTech Flo - Epi...2023-09-0755 minBlood, Sweat & Balance SheetsFrom Audit Associate to SaaS Sales to Running FloQast EMEA: How Adam Zoucha Attained His Dream JobIn this episode of "Blood, Sweat & Balance Sheets," host FloQast Co-founder and CEO Mike Whitmire chats with FloQast's first business development representative and current Managing Director, EMEA, Adam Zoucha, Managing Director about his incredible journey from audit at Deloitte to becoming a successful account executive, sales manager, and now, a key figure in FloQast's European expansion.Listen in as Mike and Adam reminisce about FloQast's early days, operating out of the cramped FloQast House in Valley Village, learning how to sell accounting software, trying (and failing) to double as an accountant at FloQast, and ultimately, launching FloQast's...2023-08-2140 minThe FinTech FloFinTech Flo - Episode 13 (8/10/23)Accounting For Soccer and Expanding the Scope of Audit Back in the studio in LA, Drew hosts FloQast’s Accounting Brand Evangelist Stefan van Duyvendijk to discuss accounting behind the soccer industry, or futball as they say in Europe, as well as the expansion of the audit role if a new PCAOB proposal is enacted. Of course, there’s always some fun memes and Reddit posts along the way. You don’t want to miss this summer special remote episode of the FinTech Flo, and earn CPE credit while doing it!Watc...2023-08-101h 07The FinTech FloFinTech Flo - Episode 12 (7/27/23)Summer Economic Loving and The Next Accounting ProdigyComing to you live from both the East and West Coasts, this remote episode 12 of the FinTech Flo is providing some good seasonal optimism! Drew and Mike discuss the Q2 results of the economy, encouraging financial news, and the next accounting prodigy. Even in this summer heat, there’s a lot of positive sunshine to soak up, as well as CPE credit which can be earned at your leisure through the links below.Watch/listen for CPE credit via FloQademy https://learn.floqast.com/ or the Ea...2023-07-271h 02The FinTech FloFinTech Flo - Episode 11 (7/13/23)Accounting, Professionals, And Interest All On The MoveWe kick off the second half of FY23 with Episode 11 (7/13/2023) of the FinTech Flo, where Mike and Drew discuss the hot start to summer! The markets are moving, interest rates appear to be as well; accounting firms like BDO are seeing growth, and the whole industry is shifting with longtime CPA Exam instructor star Pete Olinto leaving Becker! This special remote summer seasonal episode is waiting for you. Get your knowledge and CPE insights for a successful second half of the year by tuning in today!2023-07-1349 minThe FinTech FloFinTech Flo - Episode 10 (6/29/23)The Q2 Close, Countless Concerns, and Compliance ChatHalfway through the inaugural year of the FinTech Flo, on the 6/30/2023 episode, #10, Mike and Drew close out Q2 with some of the varying concerns that arose during the prior month, especially the things that happen when compliance falls through. Even amongst the concerns, they present great opportunities for compliance professionals and technology to step in and do good for companies and the public.Watch/listen for CPE credit via FloQademy https://learn.floqast.com/ or the Earmark app! https://earmarkcpe.com/download/ Video version on Y...2023-06-301h 01
The BizApps SpringboardLeveraging mentorships with FloQast's Sam Bush
In this episode of The BizApps Springboard, Sam Bush, Marketing Programs Manager at FloQast, delves into the topic of mentorship. Focusing on context and finding the right match, Sam shares valuable insights and experiences on the power of mentorship in professional growth and development. Sam also draws from her own journey, and she highlights the importance of finding the right mentor and building strong relationships to accelerate learning and achieve career goals.
2023-06-2534 minThe FinTech FloFinTech Flo - Episode 9 (6/15/23)A.I. Continues to Accelerate Change and Compliance Importance GrowsAnother month, another AI integration into every facet of human society. On this episode of the FinTech Flo (Episode 9 - 6/15/23) Drew and Mike push beyond the headlines to shed some light onto how fast and impactful AI actually is, and why you can't just believe every media vanity piece out there. They also dive into compliance, and discuss the recent Reddit Blackout protest from June 12th.Watch/listen for CPE credit via FloQademy learn.floqast.com or on the Earmark app! https://earmarkcpe.com...2023-06-1556 minThe FinTech FloFinTech Flo - Episode 8 (5/25/23)Betting Big on Major Shifts Across All IndustriesIt seems as though 2023 is the year of constant shifting, as changes in technology and consumer desires have forced different businesses and industries as a whole to reevaluate how they approach innovation and their revenue models. No market has been exempt from these changes, requiring adaption across the board. On this episode, Drew and Mike discuss the shifts in media, technology, banking regulations, and of course, accounting firm approaches, on this 5/25/23 episode of the Fintech Flo!Watch/listen for CPE credit via the Earmark app! Video...2023-05-2557 min
IBS Intelligence PodcastsEp590: The challenges of balancing the books – accountancy in the 21st centuryMike Whitmire, Co-Founder & CEO, FloqastTech unicorn Floqast is a provider of accounting workflow automation, freeing the (mostly) men in green eyeshades from their spreadsheets! But seriously, accountancy is the US faces a crossroads with increasing automation and the likely future adoption of AI-backed solutions. Automation should be freeing up talent to tackle the more interesting and value-added tasks but there’s actually a talent shortage that needs addressing. It seems there is no accounting for taste or maybe no taste for accounting. Reflecting on this and on Floqast’s recent 10th anniversary, Mike Whitmire, Co-Founder and CEO...2023-05-2512 minThe FinTech FloFinTech Flo - Episode 7 (5/11/23)The Tech Economy, CPA Elevation, and Accounting Safe from A.I. (For Now)The accounting industry is all the buzz when it comes to impacts of A.I. With numerous groups testing out Chat GPT's ability to take tests, accountants are sitting pretty knowing it can't pass the CPA exam! Meanwhile, tech numbers may be indicating a flattening out of the economic recession, and the profession is continuing to see changes as the CPA exam and requirements are re-examined. This exciting news and more, broken down by Mike and Drew, on this 5/11/23 episode of the FinTech...2023-05-1149 minThe FinTech FloFinTech Flo - Episode 6 (ChatGPT Takes the CPA Exam)On this special episode of the FinTech Flo, Drew and Mike prompt ChatGPT to answer questions from the various sections of the CPA exam to see how it would perform, while also reviewing and answering the questions themselves. For questions that ChatGPT 3.5 could not answer, they asked ChatGPT 4.0 and commentated on the differences. Listen in on the questions and reactions on this special Episode 6 (4/27/23) of the FinTech Flo.About the ShowTechnology in the finance sector is rapidly growing, particularly when it comes to how business leaders and entrepreneurs integrate new information system developments into their...2023-04-2737 minThe FinTech FloFinTech Flo - Episode 5 (4/13/23)The Controller's Guidebook and Accountants in the SpotlightThe last couple weeks for accountants has been nothing short of EXCITING, as the profession looks towards space, possible changes to the 150 hour requirement become a real discussion, and PBC, the comedy show about accountants became nominated for a Webby Award. On top of all that the Controller's Guidebook was released, so Mike and Drew tackle all the sentiments surrounding the accounting industry and profession on this weeks episode of the FinTech Flo.Watch/listen for CPE credit via the Earmark app! Video version on YouTube!2023-04-1347 minThe FinTech FloFinTech Flo - Episode 4 (3/30/23)Accounting Guidance on Crypto, Banks Taking Heat, and TikTokWith FASB hard at work trying to get accounting standards up to date on crypto and NFTs, banks and VCs taking a lot of slack after the SVB collapse, and overall economic and geopolitical swings, Drew and Mike dissect what's gone on over the last couple weeks, while having some fun poking fun at work culture. Hear about TikTok, guidance on accounting, and how we turned into a Ctrl+C; Ctrl+V world, on Episode 4 of the FinTech Flo, covering the second half of March 2023.V...2023-03-301h 06
Accounting Leaders PodcastChallenging the status quo of accounting operations, with Stefan van DuyvendijkStefan van Duyvendijk is the Accounting Operations Evangelist at FloQast. In this episode, Stefan chats with Stuart about the pains that drove FloQast's founders to building their own solution, and what sets the company apart from its competitors in the marketplace.Together, Stefan and Stuart discuss:
Living and skiing in Utah (02:00)
A fed-up accountant's quest for changing the status quo (05:32)
Stefan's career journey before FloQast (08:08)
Adopting new skill sets as a brand evangelist (12:09)
How FloQast is redefining accounting operations (14:12)
FloQast's 2023 strategic plan (21:00)
Building a user-centric product (23:51)
What's next for Stefan (27:20)
2023-03-1731 minThe FinTech FloFinTech Flo - Episode 3 (The Collapse of SVB Special)The Collapse of SVB - A Special Episode From The InsideWhat does the founder of a VC-backed tech start-up with millions deposited in SVB have to say about the what, why, and how behind the bank's collapse?! On this special [breaking news] episode of the FinTech Flo, Mike and Drew dive deep into the SVB collapse, covering what happened, how it happened, why it happened, and what it means for the future. The unique perspective, coming from individuals close to the matter, including the CEO of a VC-backed tech start-up who banks with S...2023-03-162h 11The FinTech FloFinTech Flo - Episode 3On this special [breaking news] episode of the FinTech Flo, Mike and Drew dive deep into the SVB collapse, covering what happened, how it happened, why it happened, and what it means for the future. The unique perspective, coming from individuals close to the matter, including the CEO of a VC-backed tech start-up who banks with SVB, provides next level insights typically inaccessible or beyond the scope of the general public. All news stories, from a variety of publications, and social media commentary, all relate to the unfolding SVB crisis that is less than a week old....2023-03-162h 13
Coffee & Compete#66 - Engaging Your Salesforce to Increase Adoption | Ashleigh Eisinger, FloQastBuild content in a silo. Blast it out in an email. Wipe your hands clean. Never look at the content again. This is the biggest mistake you can make as a product marketer and compete pro. So how do you avoid it? In this week's episode, Adam is joined by FloQast's Competitive and Market Intelligence Manager Ashleigh Eisinger for a deep dive into how she increases compete content adoption with her salesforce and end users. Ashleigh shares the five steps she takes to address low content adoption and the importance of engaging directly with stakeholders a...2023-03-1638 minThe FinTech FloFinTech Flo - Episode 2 (3/9/23)Top Tech Trends, The Dark Side of A.I., and Danny TrejoOn Episode 2 (3/9/23) of the FinTech Flo, Mike and Drew discuss the top tech and audit trends to be aware of for 2023, dive into the red flags for identifying a bad accountant, and evaluate the largest concerns in the profession currently. Some of these things include large public firm layoffs of advisory service line employees, as well as the biggest concerns that company leaders have relating to talent shortages and DEI challenges. About the ShowTechnology in the finance sector is rapidly g...2023-03-091h 04The FinTech FloFintech Flo - Episode 1 (2/23/23)Episode 1: Technology Made to Scale, Charging for Crying, and The Present State of A.I.On episode 1 of the FinTech Flo, Mike and Drew tackle industry news from the start of 2023, including the software upgrade transitioning process, ChatGPT and AI, FTX and the world of audit. They also commentate on a Reddit post and several Memes that have circulated the accounting and tech industries. At the end, they decide whether the last couple weeks have led to the elevation of the profession, and what the key takeaways are.About the Hosts2023-02-231h 09
B2B Marketing PodcastEpisode 77: Putting the Hollywood in B2B with FloQast’s Mike WhitmireSet aside the whitepapers, downloadable guides, and e-books. If you really want to reach your audience, you need to think outside the box. And that’s exactly what you’ll learn in this episode.
Head of content David Rowlands is joined by FloQast’s co-founder and CEO to unpack their YouTube tv series, PBC – a mockumentary exploring the trials and tribulations of life in an accountancy office featuring talent from Saturday Night Life, Breaking Bad, The Office and more. In this episode, you’ll learn how to take your creative ideas to the next level, get buy-in from a cautious board, how...2023-01-2021 minBlood, Sweat & Balance Sheets“How Do You Close the Books?” Audit to Accounting, to Sales: FloQast’s Shivang Patel Has Done It AllShivang Patel was on track to make audit partner when a client poached him to join his team at a rapidly-growing, soon-to-IPO tech company. After learning the books, Shivang was thriving in his role as Accounting Manager, fully overseeing the Month-End Close, when a chance meeting to discuss a software solution designed to streamline the Close change his professional trajectory forever.Nearing his seventh-anniversary at FloQast, learn how Shivang transitioned from audit to accounting, and from accounting to sales. In this episode of Blood, Sweat & Balance Sheets, Mike and Shivang discuss how he got...2023-01-0250 minBlood, Sweat & Balance SheetsA Chat With Stefan van Duyvendijk: Accountant, Controller, and FloQast’s Accounting Operations EvangelistMike is BACK, and this week, he's joined by veteran Corporate Controller and FloQast's new Accounting Operations Evangelist Stefan van Duyvendijk.On this episode, Mike and Stefan talk about Stefan's experience at Skullcandy and Kodiak Cakes, what led him to leave his controller role for FloQast, and how the accounting profession has changed significantly in the last several years2022-04-0445 min
Off the BooksGoing with the Flo: A Chat with FloQast CEO Mike WhitmireMike Whitmire wasn’t even a decade out from graduating with an accounting degree when he co-founded FloQast, a software company created by accountants for accountants in 2013. Mike shares how he became CEO of a startup, how he keeps blazing his own path, and why he wanted to make a web series for accountants.2022-03-2229 min
Growth Manifesto PodcastHow FloQast became a $1B SaaS company in 8 yearsThis episode is with Mike Whitmire - Co-Founder and CEO at FloQast, a SaaS platform that helps accountants improve their operational workflows. Floqast recently raised $110M in Series D funding valuing the company at $1.2B. In this episode we talk about how they built a billion dollar company in 8 years in the B2B SaaS space.2021-10-291h 02
The Growth Manifesto PodcastHow FloQast became a $1B SaaS company in 8 yearsThis episode is with Mike Whitmire - Co-Founder and CEO at FloQast, a SaaS platform that helps accountants improve their operational workflows. Floqast recently raised $110M in Series D funding valuing the company at $1.2B. In this episode we talk about how they built a billion dollar company in 8 years in the B2B SaaS space.2021-10-291h 02
The Technology Leadership PodcastEpisode #10: Vinoj M. Zacharia - Senior Engineering Manager at Floqast - "Leadership is helping your team be successful on a shared goal"About Vinoj:Vinoj M. Zacharia is a Senior Engineering Manager at FloQast, an accounting workflow automation created by accountants for accountants to work smarter, and not harder. Vinoj is a developer-turned-engineering-leader who builds data-driven, empowered, accountable, collaborative teams from the ground up. He is passionate about scaling people, processes, and tech and working with products to make customers happy. He’s worked with many successful and non-successful startups in their early stages, and has a wealth of experience learning and working with them.Synopsis:In this episode of...2021-09-0751 min
Blood, Sweat & Balance SheetsA Walk Down Memory Lane: A major gamble, a near-death experience, and the key milestones that got FloQast to where it is today.Mike is joined by early FloQast investor and advisor Rob Meinhardt to look back at how FloQast got to where it is today, a unicorn company in a boom LA tech community.2021-08-1055 min
The Accounting PodcastWhy You Should (Not) Work 12-Hour DaysSponsorsRewind: https://cloudaccountingpodcast.promo/rewindOdoo: https://cloudaccountingpodcast.promo/odooDark Horse: https://cloudaccountingpodcast.promo/darkhorseShow Notes11: 51 – AICPA is now targeting high school counselors to build up the accounting profession 13:22 – ‘Financially Hobbled for Life’: The Elite Master’s Degrees That Don’t Pay Offhttps://www.wsj.com/articles/financially-hobbled-for-life-the-elite-masters-degrees-that-dont-pay-off-11625752773 17:47 – Graduates should expect to work 12-hour days and 6 days a week to really master their jobs, says JPMorgan exechttps://www.businessinsider.com/jpmorgan-exec-graduates-should-work-12-hour-days-6-day...2021-08-0257 min
Blood, Sweat & Balance SheetsBuilding L.A.'s Newest Unicorn: The FloQast Funding StoryBreaking down the Series D funding that officially made FloQast's accounting software platform a $1.2B brand.2021-07-2727 min
Blood, Sweat & Balance SheetsTrading Cards, NFTs, and Sneakers: Convincing A FloQast Board Member that Investing in Alternative Assets Can Pay OffIn this episode, Mike Whitmire, CEO & Co-Founder of FloQast, chats with Rob Meinhardt, an entrepreneur and board member of FloQast, and Troy Patipanavat, a product support team member at FloQast. 2021-07-061h 09
GrowCFO Show#38 Technology Driving Culture in Finance with Mike WhitmireMike Whitmire is CEO and founder of FloQast. He's based in Los Angeles and is a CPA turned Entrepreneur. Mike loves building software that helps accountants go home early. Mike and Kevin catch up to find out how you can use technology to improve the culture in your finance function.
About Mike Whitmire
Mike founded FloQast in 2015, but it isn't the first venture he's been part of. He was previously senior accountant at Cornerstone OnDemand during their successful IPO. His earlier background is at Ernst & Young where he started as an auditor and specialised in working with media companies in...2021-06-1027 min
The Tech TrekAidan Anderson - Deeper partnership between platform and security engineering teamsWhat you’ll learn:
Deeper partnership between platform and security engineering teams
Security by design
Focusing on a handful of problems that really matter
Meet: Aidan Anderson is a Security Engineering Manager at FloQast, where he is focused on building a best-in-class security program that delivers resilience, confidence, and trust in the solution. Aidan has had the privilege of helping scale technology, people, and processes at FloQast, helping grow the organization from a seed round startup to a Series C company. Aidan has a passion for lean product development, risk management, and...2021-01-2720 min
Mind Your MarketingMYM #58 - Understanding Your Customers at a Deep Level with the CEO of FloQast, Mike WhitmireIn this episode, we sit with CEO of FloQast, Mike Whitmire to talk about understanding your customers at a deep level. Mike was able to do this when he created an accounting platform, made by accountants for accountants.https://www.cavesocial.com/mike-whitmire/Jordan's LinkedIn: https://www.linkedin.com/in/jordanscheltgen/Jordan's X: https://twitter.com/jordanscheltgenGet weekly actionable social media advice on our Newsletter: https://mindyourmarketing.beehiiv.com/subscribeHire our agency: h...2020-12-1426 min
Junior to Senior with David GuttmanVinoj Zacharia - Engineering Manager at FloQastTalking Points:
Traits of a Senior Dev
Hirable traits of a Junior Dev
Value of curiosity
Creating impactful projects
Aspects of going remote
Quotable Quotes:
“How can I start making others successful?” - VZ
“It doesn’t matter what part of your career you’re in. That ability to problem solve with others is going to serve you well.” - VZ
“I look at hiring as two facets:
1. What can you add to the culture of this company?
2. How can you help move the roadmap forward?
“The problems that we are trying to solve don’t always have one answe...2020-11-1649 min
Tech Talks DailyHow FloQast Is Helping Accountants Close The Books FasterMike Whitmire is the co-founder and CEO OF FloQast, a close management software company that helps rapidly growing companies, particularly pre-IPO and public companies, close their monthly financial books with greater accuracy and speed. Mike started his career as an accountant at one of the Big Four, and then worked in the accounting department of Cornerstone OnDemand, a high flying software company where he helped prepare the company for its IPO. From these experiences, Mike was inspired and motivated to leave the accounting profession and found a company focused on automating and improving the accuracy...2020-08-2827 min
CPA Review & MoreTaking Your Company to 93+ Million with Michael Whitmire, CEO of FloQastMike Whitmire, CPA started his own accounting software company FloQast and raised over 93 million dollars from venture capital. He's an entrepreneur and a go-getter and you'd be sorry to miss this episode of CPA Review and More!2020-08-0439 min
Kruze Consulting's Founders and Friends Podcast for StartupsZero to 100s of clients and $93 million in VC funding with Mike Whitmire of FloqastMike Whitmire traces his journey from accountant at a high growth startup to the founder of Floqast (https://floqast.com), which has raised over $90 million in VC funding, has 150 employees, and hundreds of paying clients.2020-06-3030 minBlood, Sweat & Balance SheetsJerry Raphael, CFO at Stack Overflow | From CPA to CFO Ep. 11In this episode FloQast CEO/Co-founder Mike Whitmire sits down with Jerry Raphael, CFO at Stack Overflow.-CPA to CFO Podcast is dedicated to teaching young CPAs the steps they need to take to climb the ladder to CFO. Hosted by FloQast Co-founder & CEO Mike Whitmire, these are conversations with financial thought-leaders about their rise to success.https://floqast.comhttps://instagram.com/floqast2020-06-1929 min
Where Accountants Go - The Accounting Careers Podcast179: Mike Whitmire – Co-Founder of FloQastMike Whitmire, CPA turned Co-Founder of a software-as-a-service company (FloQast) joined us for this episode of Where Accountants Go, the Accounting Careers Podcast.
Mike’s career started as most do. He majored in accounting in college, and through the college interview process he obtained his first professional position – in this case, audit. However, in this case as his career progressed through public accounting and then into industry, he realized there was a lack of efficiency around closing processes that caused he and his colleagues to have to work much more than really should be necessary. At that point Mike set out to...2020-06-1640 min
Elevate Your BrandElevate Your Brand with Mike Whitmire of FloQastMike Whitmire, CPA*, is CEO and Co-founder of FloQast, a provider of close management software created by accountants for accountants to close faster and more accurately. Prior to founding FloQast, Mike was part of the accounting and finance team at Cornerstone OnDemand in Los Angeles and started his career as an auditor at Ernst & Young.Laurel Mintz, founder and CEO of award-winning marketing agency Elevate My Brand, explores some of the most exciting new and growing brands in Los Angeles and the US at large. Each week, the Elevate Your Brand podcast features an entrepreneurial special guest to discuss the...2020-06-0236 min
The Accounting PodcastController's Code: The Secret Formula to a Successful Career in FinancePurchase Controller's Code: The Secret Formula to a Successful Career in Finance on Kindle: https://www.amazon.com/dp/B0872JRBF4/ref=cm_sw_r_tw_dp_U_x_n.pPEbHQAPR1PConnect With … Mike Whitmire on Linkedin: https://www.linkedin.com/in/michaelcwhitmire/FloQast on the web: https://floqast.com/Get in TouchThanks for listening and for the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, please do us a fa...2020-04-2947 min
Sage Advice PodcastThought Leader - Mike Whitmire on decision making in a world of fluxAs CEO and Co-Founder, Mike Whitmire leads FloQast’s corporate vision, strategy, and execution. Prior to founding FloQast, he managed the accounting team at Cornerstone OnDemand, a SaaS company in Los Angeles. He began his career at Ernst & Young in Los Angeles where he performed public company audits, opening balance sheet audits, cash to GAAP restatements, compilation reviews, international reporting, merger and acquisition audits, and SOX compliance testing. He holds a Bachelor’s degree in Accounting from Syracuse University. 2020-04-1408 minBlood, Sweat & Balance SheetsLee Raymundo, CFO of Waggl | From CPA to CFO Ep. 03In this episode, FloQast Co-founder and CEO Mike Whitmire sits down with former FloQast interim CFO Lee Raymundo. Lee is a highly effective finance pro who spent time helping to build infrastructure at tech companies Grindr and Whisper before joining FloQast briefly to now leading the finance team at Waggl - a real-time employee feedback platform. Lee has a very interesting backstory fueled by entrepreneurial spirit, and a determination to learn the things necessary to achieve his careers accolades. If any CPA wants to learn how to grow, this is the interview to listen to.-2019-10-2139 min
The Accounting PodcastWhy Amazon — and accounting firms — have no choice but to retrain their workersSponsorsFloQast: http://cloudaccountingpodcast.promo/floqastAutoEntry: http://cloudaccountingpodcast.promo/autoentryShow Notes00:53 - Welcome to the Cloud Accounting Podcast!00:57 - Amazon’s Latest Experiment: Retraining Its Work Force | NYTimes (https://www.nytimes.com/2019/07/11/technology/amazon-workers-retraining-automation.html)05:23 - The end of the war for talent? | Accounting Today (https://www.accountingtoday.com/news/the-end-of-the-war-for-accounting-talent)08:39 - Companies use this creative trick keep wages stagnant, even in a strong economy | MarketWatch (https://www.marketwatch.com/story/this-theory-could-help-explain-why-wages-arent-rising-faster-2018-08-06)12:00 - Microsoft Teams reaches 13 million daily active users, introduces 4 new ways for teams to work better together | Mic...2019-07-1732 min
The Accounting PodcastCalifornia requires bot disclosure, texting clients after hours, Walmart lays off hundreds of accountants, and moreSponsorsFloQast: http://cloudaccountingpodcast.promo/floqastAutoEntry: http://cloudaccountingpodcast.promo/autoentryShow Notes00:53 - Welcome to the Cloud Accounting Podcast!04:34 - A California law now means chatbots have to disclose they’re not human | Quart07:21 - 73% Think It's OK to Text Clients After Business Hours | SmallBizTrends10:28 - Layoff Watch ’19: Walmart Accountants and Finance Workers In Charlotte, NC | Going Concern14:58 - MYOB glitch sees 220 payment summaries sent in error | Accountants Daily17:41 - Deloitte flash poll: "What is your organization’s biggest challenge associated with controllership transformation?"21:43 - Fifty Years, Little Progress for Black Accountants | Bloomb...2019-07-1330 min
The Accounting PodcastAICPA ENGAGE: Jason Deshayes, Accounting Advisory leader at Elliott DavisSponsorFloQast: http://cloudaccountingpodcast.promo/floqastShow NotesComing Soon! Get in TouchThanks for listening! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and, if you like what you hear, do us a favor and write a review on iTunes. Interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.SubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsSpotify: http://cloudacctpod.link/SpotifyGoogle Play: http://cloudacctpod.link/GooglePlayStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/Overcast2019-07-1015 min
The Accounting PodcastAICPA ENGAGE: Liz Mason, Byron Patrick, & Rachel FischSponsorFloQast: http://cloudaccountingpodcast.promo/floqastShow Notes00:53 - Welcome to the Cloud Accounting Podcast01:16 - We're at AICPA ENGAGE 201902:09 - What are the top threats facing the accounting profession?04:53 - If I'm not doing audit, why would I go to the trouble of being a CPA firm these days?06:07 - What's going on with the CPA in Canada09:22 - Over the last 8 years, CPA hires have increased 4% but non-CPA hires have increased 10%12:03 - What's with this Canadian firm getting sued by the SEC?15:04 - Tom Maxwell on Twitter: "Do you text...2019-07-0831 min
The Accounting PodcastYour Post-Spring Conference Season News RoundupSponsorsFloQast: http://cloudaccountingpodcast.promo/floqastAutoEntry: http://cloudaccountingpodcast.promo/autoentryShow Notes00:58 - Welcome to the Cloud Accounting Podcast!01:45 - We got more reviews! Click here to leave a review on iTunes.07:23 - Scaling New Heights 2020 will be in St. Louis08:00 - Xero is launching apps.xero.com as the new Xero Marketplace08:56 - Make the move from ‘trusted’ to ‘transformative’ | Accounting Today10:59 - QuickBooks Live Bookkeeping update: Interested in becoming a QuickBooks Live Bookkeeper? | Firm of the Future12:21 - The recruiting site for QuickBooks Live bookkeepers is now live16:24 - Enterprise-Technology Companie...2019-07-0158 min
The Accounting PodcastAICPA ENGAGE: Megan Lewczyk, CPA & Ryan Lazanis, CPA, CASponsorFloQast: http://cloudaccountingpodcast.promo/floqastShow NotesThis episode is sponsored by FloQast. Closing the books is a manual, error-prone, and time-consuming process. There has to be a better way than Outlook emails, Excel checklists, and endless status update meetings. FloQast was built by accountants for accountants to help them close faster and more accurately. The bottom line: Teams relying on FloQast on average close three days faster. Learn more.01:56 - What's the value of the CPA these days?17:46 - H&R Block to acquire Canadian fintech startup Wave...2019-06-1436 min
The Accounting PodcastThe top benefit employees want is unlimited PTO (but most CPA firms don’t offer it), how you can evolve to compete with platforms, and California spent $1B on accounting software that doesn't workSponsorXerocon: http://cloudaccountingpodcast.promo/xeroconShow Notes03:32 -- We got another review! If you like what you hear, do us a favor and leave a review on iTunes.04:00 -- Intuit is creating 200 to 500 jobs at a new “prosperity center” in the small city of Bluefield, West Virginia.06:16 -- A new study says the top benefit employees want is unlimited paid time off (PTO), putting that benefit ahead of wellness plans, phased retirement programs, paid sabbaticals, and free or subsidized on-site services.08:13 -- So given that employees want unlimited PTO, how many CPA...2019-04-0836 min
FLP, the Finance Leadership Podcast"Evaluate Before You Integrate" with Mike Whitmire, CFO of Floqast (Los Angeles, USA). GBD34 "The future of accounting is in someone who understands guidance and all the rules, (with) the technical 'chops' and knowledge to APPLY that" When accounting legislation changes, accounting businesses have to change as well. Our guest, Mike Whitmire, responded by disrupting a specific niche in the market, transforming his accounting operation by growing his team and developing innovative AI-driven software to help them keep to deadlines and stay on target as they expanded. Speaking from California, he talks to Kyle Hannan (AICPA & CIMA, London) and shares practical tips that many accounting businesses worldwide can benefit from. His...2019-01-0939 minFLP, the Finance Leadership Podcast"Evaluate Before You Integrate" with Mike Whitmire, CFO of Floqast (Los Angeles, USA). GBD34 "The future of accounting is in someone who understands guidance and all the rules, (with) the technical 'chops' and knowledge to APPLY that" When accounting legislation changes, accounting businesses have to change as well. Our guest, Mike Whitmire, responded by disrupting a specific niche in the market, transforming his accounting operation by growing his team and developing innovative AI-driven software to help them keep to deadlines and stay on target as they expanded. Speaking from California, he talks to Kyle Hannan (AICPA & CIMA, London) and shares practical tips that many accounting businesses worldwide can benefit from. His...2019-01-0939 min