Shows
The Fun CPA PodcastJesse Rubenfeld & Tom Zehentner - FinOptimalWelcome back to The Fun CPA Podcast! This week, host Yuri Kapilovich is joined by two guests – Tom Zehentner, Director of Growth and Product at FinOptimal and the founder of FinOptimal, Jesse Rubenfeld!Together, Jesse and Tom have a substantial level of insight and experience in the accounting field – specifically in developing software that make posting accruals, keeping up with monthly journal entries, and financial reporting easier than ever for founders, owners, executives and accountants alike.The fellas join Yuri this week to discuss the future of accounting – more specifically, where automation, AI and ap...
2025-04-2947 min
Virtual Rolodex hosted by TXCPA HoustonVirtual Rolodex with Jesse Rubenfeld, speaker at upcoming S.T.A.R.S.Episode Overview:In this episode, Kristie Ondracek kicks off the STAR-studded series leading up to the Spring Technology and Accounting Resources Summit (STARS) happening May 13–14. She sits down with Jesse Rubenfeld, an accountant-turned-technologist and CEO of FinOptimal, to give listeners a sneak peek at his upcoming session.
2025-04-1208 min
UnAccountable!Ep. 35 Boi Oh Boi, Intuit Owes Us an Apology, and the Tom and Jesse Show!Welcome back to Unaccountable, the right place to do the wrong things. It’s Episode 35 with your hosts:
Tyler “Mack Daddy" Otto from Specialized Accounting, focusing on medium to large businesses in the glamorous hospitality and service industries.
Jeremy "Daddy Mack" Van Groll from Nonprofit Bookkeeping, a champion for nonprofits with his accounting expertise. We are joined by FinOptimal wizards Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth.
In Da News, New York Times slaps the hand of Perplexity and Intuit apologizes for hurting our feeli...
2024-10-241h 00
The CFO StoryEpisode 7In Episode 7 of the CFO Story, we are joined by Jesse Rubenfeld, Founder and CEO of FinOptimal. Jesse is a CPA and has an MBA as well as being an Entrepreneur. FinOptimal is an accounting firm that builds QuickBooks apps.
2024-09-0527 min
The CFO StoryJesse Rubenfeld – CEO Of FinOptima – Episode 6We want to help CFOs find efficiencies to make their lives easier. Jesse has first-hand knowledge of the things that bog down the CFO Role. In this episode, he shares how he built software on the job that would save time on data entry and month-end journal entries, along with other tools he has created to get more done in less time.
2024-07-2827 min
The Concierge CPA46 - Breaking Boundaries: CPAs Turned Innovators Tom Zehentner and Jesse RubenfeldToday on The Concierge CPA, Jackie Meyer welcomes Tom Zehentner and Jesse Rubenfeld to the show, exploring their journey from CPAs to software developers. The episode highlights their transition to creating software solutions automating accounting tasks, sharing coding skills born out of frustration with manual processes. They are currently in an exciting transition phase. 🔗 Connect with Jackie MeyerJackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpaJackie on Instagram @jackiemeyerCPAJackie’s work at https://www.jackiemeyercpa.com🔗 Connect with Tom Zehentnerhttps://www.link...
2024-05-1450 min
The Young CPA Success ShowEmbracing Change and Innovation in the Accounting Industry with Jesse Rubenfeld and Tom ZehentnerThe finer details of this episode:Evolution of accounting software and early career experiencesImportance of embracing change and innovation in the industryLeveraging technology to streamline accounting processesChallenges and opportunities in early career development Episode resources:Summit Virtual CFO by Anders website: https://www.summitcpa.net/Email us with questions or if you’d like to be a guest on the show: youngcpasuccessshow@anderscpa.comWe’re hiring! Check out our open positions: https://www.summitcpa.net/career-opportunitieshttps://www.finoptimal.com/https://www.linkedin.com/in/jesserubenfeld/https://www.linkedin.com/in/tom-zehentner-cpa-a0591b5b/If you love...
2024-05-0658 min
Building the Premier Accounting FirmRewind : What the Future Holds for the Accounting Profession w/ Jesse RubenfeldJoin us as we revisit this conversation from 2023! On this week's episode of "Building the Premier Accounting Firm", your host Roger Knecht sits down with Jesse Rubenfeld, founder of FinOptimal, a company that combines accounting and engineering to offer cost-efficient accounting services that utilize proprietary automation and onshore accountants, as they explore the intersection of accounting, technology, and the future of the accounting profession. Jesse shares his journey into accounting, which began with a background in music. He then dives into the genesis of FinOptimal, sharing how his company helps clients find the...
2024-03-2352 min
Entrepreneur ConundrumAutomating Success: How FinOptimal CEO Jesse Rubenfeld is Transforming AccountingKey Questions:(01:31) But what made you want to get out on your own?(03:17) Was it a scary leap to go out on your own?(04:36) Who's your ideal avatar?(06:02) How do you get in front of those ideal software companies?(07:04) Does it integrate with QuickBooks desktop or just QuickBooks Online?(07:41) What marketing or what different things are you doing to get in front of them? To be like, Hey, use us, or, Hey, we exist.(09:06) Is there an overarching theme that your new clients are doing...
2024-03-1829 min
Strategy Meets FinanceAutomating the Finance Function | Ep 100Ready to see how much cash is hiding in your business? Get your free Financial Health Check now: coltivar.com/check Financial Intelligence Toolkit Steve Coughran engages in an insightful conversation with Jesse Rubenfeld and Tom Zehentner from FinOptimal on the topic of "Automating the Finance Function." Together, they delve into the strategies and benefits of automating financial operations within organizations. Rubenfeld and Zehentner share valuable insights on how leveraging technology can significantly reduce the time spent on transactional and compliance accounting tasks, thus freeing up resources for more strategic endeavors. By automating finops, companies ca...
2024-02-1328 min
The Growth Minded AccountantBreaking Down the Role of Automation and AI in the Accounting SpaceBreaking Down the Role of Automation and AI in the Accounting SpaceWelcome to the latest episode of the Growth Minded Accountant! I'm Lee Reams, Founder and CEO of CountingWorksPRO and TaxBuzz.com, and I'm excited to be your host today. In this episode, we delve into the transformative impact of automation and AI within the accounting industry. Joining us are Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth at FinOptimal.Jesse and Tom are at the forefront of innovation in accounting, leveraging their expertise to develop tools...
2024-02-0639 min
Real Business OwnersThe Power of Learning and Risk-Taking with Jesse Rubenfeld and Tom Zehentner | Episode 235In this Episode of the Real Business Owners Podcast, We dive into the dynamic world of business with entrepreneurs who've mastered the art of innovation and risk-taking.
Join Trevor and Kale as they sit down with Jesse Rubenfeld and Tom Zehentner to explore the transformative power of learning and applying new skills to create a positive impact. In a recent episode, they unravel the intricacies of FinOptimal's revolutionary software, Accruer, designed to streamline accrual-based accounting for accounting firms. Discover how this game-changing tool is reshaping financial management, making it more user-friendly and efficient.
The conversation takes you on a...
2023-11-2847 min
The Tech Talk for Accountants ShowEpisode 350: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology (Repurpose)
🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for both accounting and engineering led him to found FinOptimal, a groundbreaking company that brings together the best of both worlds. Through FinOptimal, Jesse and his team offer accountants and businesses using QuickBooks innovative solutions that leverage cutting-edge technology. During this episode, Jesse sheds light on the challenges accou...
2023-11-2746 min
Accountant's Flight PlanAdopting Tech And Automation Into Your Accounting Practice - Podcast with Jesse Rubenfeld And Tom ZehetnerIt’s time we talk tech. In this episode, I interview Jesse Rubenfeld, Founder and CEO of FinOptimal, and Tom Zehentner, Director of Growth. We dive deep into the topic of automation including the three main characteristics of an automated process.
2023-11-1539 min
FEI PodcastLeveraging automation in the close and taking the mystery out of tech in accounting with FinOptimal’s Jesse Rubenfeld and Tom ZehentnerTranslating new technology into the sometimes slow to change world of accounting and finance takes a fair amount of passion to overcome established practices and generation skepticism. Jesse Rubenfeld and Tom Zehentner of FinOptimal are an example of a new crop of entrepreneurs trying to move the industry in the right direction.
In this episode of the podcast Tom and Jesse discuss their passion for automation, their love hate relationship with Quickbooks and how to have a startup mindset in accounting.
As you will hear, we began the conversation after a few technology missteps of our own.
2023-11-0832 min
ValuationPodcast.com - A podcast about all things Business + Valuation.AI Won't Take Your Job, But This Might...Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Mediator and Business Valuation Expert in St. Louis, Missouri. Today we're discussing how "AI won't take your job, but this might", and I'm with here with Jesse Rubenfeld and Tom Zehentner with FinOptimal. It's an accounting automation software company based in Houston, Texas. Jesse actually founded it to help accountants work faster and smarter, and it's a lot of based on outsourced accounting services or automation. Tom is a CPA and f...
2023-09-0843 min
Small Business Answer ManAccounting to Improve Your Bottom Line │ Ep: 294 Jesse RubenfeldAfter growing up in Houston, Jesse Rubenfeld began his career in New York City at the Lime Group of companies doing the books for a variety of companies, gaining experience with non-profit, software industry, hedge fund, and management company accounting. After serving as LimeWire’s CFO for his last four years there, he joined the D. E. Shaw Group as the controller of the research division that builds supercomputers to revolutionize drug discovery. From the beginning, Jesse’s interest in technology led him to automate financial operations, first with spreadsheets, then Perl, and most recently Python. He founded FinOptimal to h...
2023-09-0426 min
Count Me In®Ep. 233: Jesse Rubenfeld - Automation Unleashed: Reshaping the World of AccountingThe future of accounting is here, and it's automated! In the latest episode of Count Me In, we unravel the world of accounting automation, AI, and the exciting changes that technology is bringing to the industry. From enhanced efficiency and productivity to the ethics and potential challenges of integrating artificial intelligence, this episode covers it all. Our expert guest, Jesse Rubenfeld, CEO and Founder of FinOptimal, will discuss the way accounting is being transformed, the new skills professionals need to master, and the fascinating possibilities that full automation offers. Tune in, level up, and discover what the future of...
2023-08-2819 min
Scale Your SaaS275: The Best Ways to Get an Accurate Financial Picture of Your Business - with Jesse RubenfeldEPISODE SUMMARYWhen it comes to accounting, how much time is spent creating entries and spreadsheets? While this is not a big deal, as long as you have an accounting department or a talented CFO, it may cost you loads of revenue.In this week's episode of Scale Your SaaS, FinOptimal Founder and CEO Jesse Rubenfeld expounds on the massive impact of automation on accounting with Host and B2B SaaS Sales Coach, Matt Wolach. He also touches on the importance of knowing yourself and the buyer to succeed in your software business...
2023-08-0126 min
The Intentional Entrepreneur with Attorney Dan X. Nguyen61: Increasing Revenue and Reducing Costs through Accounting Automation with Jesse Rubenfeld of FinOptimalWelcome to Episode 61 of the The Intentional Entrepreneur.
On this episode, I interviewed Jesse Rubenfeld, the founder of Finoptimal.
Rubenfeld emphasizes the importance of using better processes and technology to reduce costs for clients, ultimately helping businesses grow without scaling costs linearly. Rubenfeld shares his entrepreneurial journey from working for an entrepreneur to building Finoptimal.
So if you want to learn how accounting automation and better processes can save businesses time and money, tune in now!
In this episode, you'll discover:
2023-06-2229 minThe Tech Talk for Accountants ShowEP 325: Jesse Rubenfeld – Exploring the Intersection of Accounting and Technology🎙️ Listen to the latest episode of the Tech Talk for Accountants show, where we dive into the fascinating world of accounting and technology! Join us as we sit down with Jesse Rubenfeld, a CPA and Python engineer, who shares his unique journey and experiences in the industry. Jesse's passion for both accounting and engineering led him to found FinOptimal, a groundbreaking company that brings together the best of both worlds. Through FinOptimal, Jesse and his team offer accountants and businesses using QuickBooks innovative solutions that leverage cutting-edge technology. During this episode, Jesse sheds light on the challenges accountants face when...
2023-06-0546 min
PayPod: The Payments and Fintech PodcastSimplifying Accounting Workflow with Jesse Rubenfeld of FinoptimalIn this episode we’re learning more about accounting software and how you can predict cash flow with Jesse Rubenfeld, Co-Founder of Finoptimal. Finoptimal offers a variety of solutions to help streamline your accounting processes and increase the speed of your business operations. With their expertise and cutting-edge technology, you can simplify your accounting workflow and focus on growing your business. Listen in for a special promo code made just for our PayPod listeners 😉 www.soarpay.com/2023/05/finoptimal
2023-05-2229 min
The Modern CPA Success ShowMaximizing Automation in the Accounting Industry with Jesse RubenfeldWe partner with CFO-services firms and CPA firms that want to focus on the advisory angle. We don't necessarily want to provide advisory services, but we want to give our partners a strong foundation of bookkeeping and accounting. We're focused on using automation to improve the accounting system, and that helps our partners, the CFO-services firms and the outsource CPAs, that are really the advisors to their clients. But you have to have the bookkeeping and the accounting there in order to provide the advisory piece. We want to be the wind beneath their wings.” - Jesse Rubenfeld...
2023-05-1540 min
Profit Answer Man: Scaling with Profit First & BeyondAutomating and Outsourcing Your Accounting with Jesse RubenfeldHi, I'm the Profit Answer Man Rocky Lalvani! I help small business owners simplify their financial reports to make more informed business decisions with fewer hassles. We utilize the Profit First system created by Mike Michalowicz Sign up to be notified when the next cohort of the Profit First Experience Course is available! Schedule your free, no-obligation intro call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes Check out our website: http://profitcomesfirst.com/ Questions: questions@profitanswerman.com Email: rocky@profitcomesfirst.com In this e...
2023-05-0236 min
7 Figures Club: A Business Growth Podcast176: Accounting Optimization with FinOptimal’s JESSE RUBENFELD!In today's episode, we explore the inspiring journey of Jesse Rubenfeld, founder of FinOptimal, and his innovative approach to accounting automation. Founded as a side-hustle in 2015, Jesse's software development skills and experience as a CPA led him to create a company that's now at the forefront of the accounting automation revolution.
FinOptimal's approach is centered around understanding each client's unique business processes, implementing tailored end-to-end accounting services with automation, and adapting solutions as businesses evolve. By streamlining operations, FinOptimal helps accounting teams save time and avoid major headaches.
Join us as we discuss Jesse Rubenfeld's...
2023-04-1230 minBuilding the Premier Accounting FirmThis Week on BPAF : Jesse RubenfeldJoin us this Wednesday for a new episode where Roger discusses hiring and automation with Jesse Rubenfeld.
2023-03-2000 min
Code Story: Insights from Startup Tech LeadersGrowthMode: ON - Jesse Rubenfeld, FinOptimalWelcome back listeners, today we are dropping another episode in the series entitled Growth Mode: ON, sponsored by our good friends at GrowthMatch. GrowthMatch helps tech companies grow their audience, supercharge their sales, and activate thought leadership in their industry. They are turning entrepreneurs into thought leaders, one video at a time, by utilizing fractional growth teams. You can learn more by checking out their website, GrowthMatch.com.Guest: Jesse Rubenfeld, Founder of FinOptimalLinksWebsite: https://www.growthmatch.com/codestory/LinkedIn: https://www.linkedin.com/in/jesserubenfeld/Support...
2023-02-2826 min