Shows
Beyond The Numbers PodcastWhat Happens When Your EMR Talks to Your ERPYour EMR sees operational truth in real time. Your financial statements often see a compressed version of it.In this episode, Randy Kardas explains why orthopedic groups get stuck debating numbers instead of making decisions and what changes when EMR data, including encounters, payments, adjustments, and patient counts, flows into structured reporting using Excel and Sage Intacct.Topics include revenue per physician tied to encounters, margin by service line grounded in procedure mix and payer impact, and staffing utilization aligned with volume patterns.This...
2026-02-1915 minBeyond The Numbers PodcastPhysician P&L Trust Crisis: Why It Happens and How To Fix ItWhen the physician P&L hits the screen and the room gets tense, you do not have a spreadsheet problem.You have a trust problem.In this episode of Beyond the Numbers, Randy Kardas walks through why physician-level reporting often creates conflict inside orthopedic groups and what leaders can do to fix it in a practical, real-world way.You will hear:• Why blunt allocation methods distort performance• How misaligned overhead logic erodes trust over time• A simple meeting reset framework• A...
2026-02-1331 minBeyond The Numbers PodcastEmbracing Change: The Impact of Technology and AI on BusinessWhat does it really take to embrace change—and build a business that can keep up?In this episode of Beyond the Numbers, Randy Kardas, CPA, sits down with Jackie R. Campbell, CFP®, CPA, PFS (Founder & President of Campbell & Company) to talk about how technology and AI are reshaping operations, decision-making, and long-term business value.They cover what it takes to move past manual workflows and spreadsheet dependency, how to use AI as a thinking partner (not a replacement), and how to choose systems that support growth without adding com...
2026-02-0549 minBeyond The Numbers PodcastSage Intacct Intercompany Demo: Due To/Due From That Ties + AutomationIntercompany is where multi-entity reporting loses trust fast. Randy Kardas explains why consolidations look inflated and why due to/due from won’t tie—then walks through a Sage Intacct demo showing intercompany automation, entity-pair tie-outs, and a cleaner path to consistent eliminations. Visit us at https://www.mycampbellandco.comCall us at 352-683-7365Or drop us a line at beyondthenumbers@mycampbellandco.com
2026-01-2822 minBeyond The Numbers Podcast1099 Automation Without the Chaos | A Sage Future Conversation with TaxBanditsIn this episode of Beyond the Numbers, recorded at the Sage Future conference, Randy Kardas, CPA, is joined by Audrianna Saglimbeni from TaxBandits to tackle one of the most stressful parts of year-end compliance: 1099 filing.They discuss why 1099 season so often turns into a last-minute scramble, the operational drag caused by spreadsheet-driven workflows, and how automation can turn 1099 filing into a repeatable, manageable process instead of a January fire drill. The conversation covers built-in validations, integrations with Sage Intacct and QuickBooks Online, early W-9 collection, TIN matching, secure client...
2026-01-2224 minBeyond The Numbers PodcastWhy AP Automation Is Foundational to Modern Finance | A Sage Future Conversation with MineralTreeAccounts payable automation is one of the most overlooked — yet highest-ROI — opportunities in modern finance.Recorded at the Sage Future Conference, this episode of Beyond the Numbers explores how native AP automation inside Sage Intacct is helping finance teams move faster, gain visibility, and scale without adding headcount.Randy Kardas, CPA, sits down with Jared from MineralTree to discuss why AP remains broken in many organizations, the hidden costs of manual invoice workflows, and what real automation looks like when it’s implemented the right way. The conversation covers faster...
2026-01-2115 minBeyond The Numbers PodcastDonor Management in 2026: How Automation Is Changing Nonprofit FundraisingRecorded at the Sage Future Conference, this episode of Beyond the Numbers explores how donor management and automation are shaping nonprofit fundraising as organizations head into 2026.Randy Kardas, CPA, sits down with Darryl Moser of DonorPerfect to discuss the growing pressure nonprofits face as grants tighten, fundraising expectations rise, and teams are asked to do more with limited resources. The conversation focuses on why fragmented donor data and manual workflows limit engagement — and how modern donor management systems can create clarity, consistency, and better donor relationships.They also discuss wh...
2026-01-1922 minBeyond The Numbers PodcastHow Finance Leaders Should Evaluate ERP & Automation ROI (Before Buying Software)Technology transformation is not a software purchase — it’s a financial decision that must stand up to CFO scrutiny.In this session, we break down how finance leaders can build a defendable, CFO-ready technology ROI business case before committing to ERP upgrades, AP automation, reporting tools, or AI-powered solutions.Rather than relying on vague assumptions or vendor-driven math, this discussion focuses on the financial drivers leadership actually evaluates when approving technology investments.During the session, we also build a live ROI model using our calculator to show how these concepts apply in practice.👉 Access the free ROI calculator used in this...
2026-01-1635 minBeyond The Numbers PodcastThe Real Playbook for AP & AR Automation | A Sage Future Conversation with QuadientThis episode of Beyond the Numbers was recorded at Sage Future for Partners 2025 in Orlando and coincides with the announcement of Quadient as an official partner of Campbell Technology Advisors.Randy Kardas, CPA, sits down with Nico McEown from Quadient to unpack what real AP and AR automation looks like in practice — not just scanning invoices, but building workflows that reflect how finance actually works. The discussion covers approvals based on real coding dimensions, two-way and three-way matching with variance-based approvals, downloadable audit trails, and integration logging that provides visibility when something fails to sy...
2026-01-1432 minBeyond The Numbers PodcastThe One Big Beautiful Bill: What Small Businesses Need to KnowHistoric tax reform is here — and it’s anything but simple. In this episode of Beyond the Numbers, host Randy Kardas is joined by tax expert Russell Persons, CPA at Campbell & Company, to break down the “One Big Beautiful Bill” and what it means for entrepreneurs.From R&D credits and Section 179 expensing to tax-free Trump accounts and the QBI deduction made permanent, this conversation unpacks the opportunities and pitfalls hiding in thousands of pages of legislation. Whether you’re running a family business, scaling a startup, or planning your next big investment, this episode gi...
2025-08-2020 minBeyond The Numbers PodcastThe Right Platform Is Half the Battle — Meet the Partner That Makes It WorkBuying the right software isn’t the finish line — it’s the starting block. In this episode of Beyond the Numbers, Randy Kardas makes the case for why technology alone isn’t enough — and how Campbell Technology Advisors helps healthcare organizations turn Sage Intacct into real-world results.You’ll learn the 10 reasons top medical groups trust Campbell to guide their transformation, including:✅ Strategy-first, not software-first✅ Seamless EMR, payroll & inventory integrations✅ Live dashboards for execs, clinic ops & providers✅ Fast, phased implementations — not two-year slogs✅ Audit-ready data migration and system stabilization✅ Real change management and...
2025-07-0313 minBeyond The Numbers PodcastFrom Financial Firefighting to Strategic Leadership: 7 Must-Have Features for Healthcare GrowthScaling a healthcare practice isn’t just about growth — it’s about getting your financial house in order before the chaos scales with it. In this episode of Beyond the Numbers, Randy Kardas takes a no-fluff tour through seven essential features of Sage Intacct that actually move the needle for medical groups, surgical centers, and multi-entity practices.Forget the bloated feature lists — this is what actually matters:✅ 40–70% faster close times✅ Real-time AP automation with built-in approvals✅ Dashboards that actually reflect operations✅ Transparent, automated physician compensation✅ Inventory control by surgeon, procedure & site✅ Se...
2025-07-0309 minBeyond The Numbers PodcastMore Clinics, More Chaos? Not with Sage IntacctWhat if your finance tech stack actually understood healthcare? 💡In this episode of Beyond the Numbers, Randy Kardas breaks down exactly what makes Sage Intacct different — not just better — for fast-growing medical groups and specialty practices.This isn’t just new software. It’s a full-on shift from chaos to clarity.We unpack the must-haves for modern healthcare finance:✅ Real-time multi-entity consolidation✅ Operational insights beyond the GL✅ HIPAA-compliant, cloud-native architecture✅ Seamless integrations with EHR, payroll & more✅ Automation that actually saves timeIf you're tired of stitc...
2025-07-0307 minBeyond The Numbers PodcastScaling Healthcare Finance Without Losing Your Mind (or Your Margin)Is your medical group’s back office held together with spreadsheets, PDFs, and prayers? 🩺📉In this episode of Beyond the Numbers, Randy Kardas takes us inside the financial reality of growing healthcare organizations — from orthopedic practices to multi-site clinics — and breaks down why the systems you started with won’t carry you to scale.We explore the all-too-familiar chaos:➡️ Disconnected systems➡️ Manual workarounds➡️ Margin blind spots➡️ Dashboards disguised as PDFsThen, we show you how Campbell Technology Advisors is helping practices ditch duct-taped tech stacks and move into the futur...
2025-07-0307 min
Beyond The Numbers PodcastMore Clinics, More Chaos? Not with Sage IntacctWhat if your finance tech stack actually understood healthcare? 💡In this episode of Beyond the Numbers, Randy Kardas breaks down exactly what makes Sage Intacct different — not just better — for fast-growing medical groups and specialty practices.This isn’t just new software. It’s a full-on shift from chaos to clarity.We unpack the must-haves for modern healthcare finance:✅ Real-time multi-entity consolidation✅ Operational insights beyond the GL✅ HIPAA-compliant, cloud-native architecture✅ Seamless integrations with EHR, payroll & more✅ Automation that actually saves timeIf you...
2025-07-0107 minBeyond The Numbers PodcastScaling Healthcare Finance Without Losing Your Mind (or Your Margin)Is your medical group’s back office held together with spreadsheets, PDFs, and prayers? 🩺📉In this episode of Beyond the Numbers, Randy Kardas takes us inside the financial reality of growing healthcare organizations — from orthopedic practices to multi-site clinics — and breaks down why the systems you started with won’t carry you to scale.We explore the all-too-familiar chaos:➡️ Disconnected systems➡️ Manual workarounds➡️ Margin blind spots➡️ Dashboards disguised as PDFsThen, we show you how Campbell Technology Advisors is helping practices ditch duct-taped tec...
2025-06-3008 minBeyond The Numbers PodcastDitch the Dinosaur: Why Your Back Office Needs a System UpgradeIs your accounting system still stuck in the Stone Age? 🦕In this episode of Beyond the Numbers, Randy Kardas dives into the real-world consequences of outdated back-office systems — and why spreadsheets, QuickBooks chaos, and late nights aren’t a badge of honor… they’re a red flag.We unpack the hidden costs of doing nothing, break down what modern finance teams actually need, and explore how Sage Intacct brings clarity, control, and scalability — without a 12-month ERP nightmare.✅ Multi-entity reporting✅ Cloud-native workflows✅ Real-time dashboards✅...
2025-06-0907 minBeyond The Numbers PodcastYour Culture Is What Happens When You're Not in the Room"We have a great culture!" Cool. But what happens when no one’s watching?Ready to take you next steps towards becoming the hero of your own technology transformation story? Click Here to Schedule an appointmentIn this episode of Beyond the Numbers, CPA and leadership consultant Randy Kardas unpacks one of the most overused—and misunderstood—buzzwords in business: culture.You’ll hear why catered lunches and glossy core values don’t define culture—but your everyday behaviors, unspoken norms, and who gets promoted absolutely do.Randy dives into:The real t...
2025-05-1208 minBeyond The Numbers PodcastI Read Your P&L and All I Got Was This Existential CrisisYou ever stare into a client’s P&L… and suddenly question everything?In this punchy, no-fluff episode of Beyond the Numbers, CPA and chaos-tamer Randy Kardas unpacks what happens when revenue looks great — but the bottom line tells a totally different story. Spoiler: champagne-worthy top-line growth doesn’t mean much if your margins are crying in a corner.If you are ready to take the next steps on your journey to becoming a hero of your own technology transformation story, Click Here to Schedule an Appointment.Join Randy as he explores:Why revenu...
2025-05-0505 minBeyond The Numbers PodcastWhy Accounting Should Be the Center of the Business Tech StackWhat if your client’s tech stack is less of a stack and more of a spaghetti monster of disconnected tools? In this pilot episode of Beyond the Numbers, CPA and software whisperer Randy Kardas reveals why accounting shouldn’t be an afterthought—it should be the nucleus of every client’s tech ecosystem.You’ll hear: Why QuickBooks + Google Sheets + vibes = tech chaos, a real-world sandwich shop that lost money on every hoagie (yep), the magic of turning accounting into a command center, not just a compliance stop, and practical ways to map, sync, and streamline your clien...
2025-04-2307 min
Cherry Bekaert: Digital JourneysManaging Data Better with Cherry Bekaert’s New Sage Intacct SolutionCherry Bekaert is committed to delivering exceptional service to our clients. Recently, we developed a new solution using the power of Microsoft Excel to better manage Sage Intacct data for our clients.In this episode of Digital Journeys, Randy Kardas , a Senior Manager of our Sage Intacct practice who developed this Sage Intacct Excel Add-In application, dives into the benefits of this new tool and its capabilities. Randy also discusses our progress in making this solution commercially available to the public. Nate Regimbal, New Practices and Solutions Leader at Cherry Bekaert, discusses how this new t...
2023-11-2817 min