Podcast:

You're Paying for Strategic Advice. Why Is Your Accounting Team Stuck in Data Entry?

It's Not a People Problem. It's a Technology Problem. Paul Peterson, Matt Barbieri, and Cody Sugarman (CEO of Abacus) break this down on a new episode of The Accounting Disruptors. 

 

Tax season condenses months of work into two hectic weeks, leaving tax professionals stuck entering data into outdated systems instead of thinking strategically. Seeing this from outside the industry, Cody Sugarman founded Abacus to challenge a decades-old infrastructure problem. In this episode, Paul Peterson and Matt Barbieri speak with Cody about what he observed, what he built, and why firms that modernize now will move ahead.

 

Key Takeaways:

  • Why mid-market firms are best positioned to lead with AI
  • How Abacus automates complex returns
  • How AI preserves client knowledge when staff changes
  • Why offshoring is losing its cost advantage
  • The ownership mindset accountants need to succeed in the AI era.

The firms building AI into their infrastructure today won't just be more efficient. They'll be in a different league entirely.

Watch the Podcast Now!

Speakers

Meet the professionals from this episode.

Paul peterson

Paul Peterson

CEO at Wiss
Matt_Barbieri_400x400

Matt Barbieri

Partner, Advisory at Wiss
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Cody Sugarman

Co-Founer at Abacus