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Thoughts on Artificial Intelligence from Sage Software’s Kriti Sharma

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Robot typing on desktop keyboardWhat role will AI play for your clients?

By Kayleigh Padar
From Success to Significance: The Radical CPA Guide

Kriti Sharma, vice president of AI and bots at Sage, said this in response to the bot called Digit:

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“As an industry, we need to be more careful about that. It’s not just moving money from one account to another. The second point I would say is design. It’s a very important element of this. We see people sometimes like to have more control.
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Blockchain: How to Look Like a Hero to Your Clients

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How to use the technology to add value to my firm and our customers.

By Jody Padar
From Success to Significance: The Radical CPA Guide

Historically, when it comes to transacting money or anything else of value, people and businesses have relied heavily on intermediaries such as banks and governments to ensure trust and certainty. Middlemen perform a range of important tasks that help build trust into the transactional process, such as authentication and recordkeeping.

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Blockchain changes this.
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What Are AI and Bots?

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Robot with penALSO: Talking to vendors about technology.

By Jody Padar
From Success to Significance: The Radical CPA Guide

Are you ready? Because we’re Radical 2.0 and we’re going beyond bank feeds.

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The reason being is that technology is automating everything faster. Soon we will be using artificial intelligence and bots to do accounting.
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The Cloud at Work

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Businesswoman at laptop with cloud floating above outstretched handYou don’t need IT to make your choices, just someone savvy.

By Jody Padar
From Success to Significance: The Radical CPA Guide

As a Radical CPA, you already know the cloud allows you to work anytime, anywhere. By adopting the cloud, you can connect to all your data via an Internet browser or an app. You can work on almost any device.

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It’s a pretty brilliant invention.
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Technology + Transparency = Transformation

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Clear glass marble on a beachYour goal: build efficiencies and create repeatable product sales.

By Jody Padar
From Success to Significance: The Radical CPA Guide

In “The Radical CPA,” I explained the cloud and how it works. However, I’ve always maintained that the hows are not important.

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What’s critical to understand is that cloud firms require a new type of management. Why?
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True Diversity Means Creating Equity

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Woman opens door to find brick wall behind itWho is trying to get in the room but can’t?

By Liz Gold
in From Success to Significance: The Radical CPA Guide

So, we know you can’t just put the diversity and inclusion phrase on marketing materials and call it good. There needs to be some substance behind the claim.

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Part of that substance includes looking at the word “equity” and considering how you can provide equitable opportunities and growth potential to every individual in your firm.
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A Legacy of Leadership Must Extend to Diversity

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Latina businesswoman using earpiece with businessmen in backgroundOpportunity needs to be available to everyone.

By Liz Gold
in From Success to Significance: The Radical CPA Guide

Though it is slowly changing, most accounting firms are traditional in the sense that they are still owned and managed by white, Baby Boomer-aged men wearing nice suits and ties. It’s been the go-to standard for decades. Slowly, I would argue, more hoodies and hip sneakers are taking over the suits, as is common in startup culture, but this obviously depends on the firm and its customers.

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And while technology may be changing at the speed of light, firm processes are getting more streamlined and even more firms are looking to value pricing because they just understand the limitations of timesheets, change also needs to be happening from a talent and business development perspective.
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5 Ways to Create a More Diverse and Inclusive Workplace

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Portrait of Minda Harts
Harts

“Doing nothing is not an option.”

By Minda Harts
in From Success to Significance: The Radical CPA Guide

When you think about the structural elements it will take to create a company culture that is both diverse and inclusive, what comes to mind?

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Real cultural shifts take time, money and buy-in from all stakeholders. A more diverse and inclusive environment is not only intended for internal use, but will also help you attract and retain more diverse clientele. Verna Myers said it best: “Diversity is being invited to the party, inclusion is being asked to dance.”
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