ATL273 Reinventing Your Practice With Advisory (Guest: Nancy Sperry of Sage)

Download MP3

Brian F. Tankersley, CPA.CITP, CGMA: Welcome
to the Accounting Technology

Lab, brought to you by CPA
Practice Advisor, with your

hosts Randy Johnston and Brian
Tankersley.

Randy Johnston: Welcome to the
Accounting Technology Lab. I'm

Randy Johnston, along with my
co-host Brian Tankersley, and we

are so pleased to have a special
guest today, Nancy Sperry, who

is the Senior Vice President of
U.S. Partner Sales at Sage, we

wanted to speak to her because
of the AI impact in the partner

channel and the benefit to the
customers downstream. So, Nancy,

would you like to give our
listeners a bit of background?

Nancy Sperry: Yeah, sure. Hey,
Brian and Randy, thank you for

having me here today. I'm really
excited to be here. My role here

at Sage is the Senior Vice
President of partners, and I've

spent my entire career in
technology, and the majority of

that time, save a couple of
years, working exclusively with

partners. And through that
journey, there's been a lot of

kind of different changes that
have taken place in the

industry. You can think about
whether that was Y2K that drove

some really you know paced
behavior, or you look at the

evolution of the cloud and the
adoption that in role partners

have played in the adoption of
cloud. AI is the most exciting

and really going faster than
either of those two kind of

major changes, and partners play
a critical role and have an

unbelievable opportunity in the
way that AI plays out in the

market, and I'm just really
excited to be a part of it with

them. Yeah,

Randy Johnston: sounds super.
Well, you know, we have talked

about workflows for 30 plus
years in our CPA audience, and

obviously have taught accounting
software for pretty much our

entire careers as well. So when
I think about how partners might

be able to embed AI in finance
workflows, are you seeing the

impact, or what are some of the
examples that you're seeing in

the market on that?

Nancy Sperry: So yeah, so we see
you know at Sage, what we've

done is built technology in AI
that you can trust, right? And I

think that's also critically
important in the way that a

partner engages with that, as
partners are the trusted advisor

to their clients and to their
customers. So when you look at

the way that partners have
embraced it, we've seen partners

here at Sage really lean into
AI, and I think it's important

to note that is it is the AI
that we deliver, but it's also

the way that we are working
together to deliver AI and how

we go to market together. So how
do we go faster and leverage

those tools? That gives a lot of
confidence to the partner as

they go out and serve in trust,
like as a trusted advisor to

their clients and their
customers, so partners have play

a critical role in how we serve
end customers in the market

today here at Sage.

Randy Johnston: And you know
it's fascinating as I'm

listening to you talk about the
trust because big suppliers to

the profession, Walter Scluer
and Thomson Reuters are both

claiming that they've got
trustworthy AI. So that theme,

as it turns out, makes a lot of
sense because early on, clearly,

we were getting a lot of
hallucinations, and there are a

lot of people making bad
decisions that are AI supported.

So I started my day with one of
those type of conversations,

saying, "Yeah, I think what you
just saw may not be quite so

true. We've got another episode
of the Accounting Technology Lab

where we've been talking about
AI poisoning, how search results

on AI optimization are actually
getting gained already. You

know, kind of a different type
of approach, but so why do you

think this explainable and
auditable AI is essential for

trust?

Nancy Sperry: I think we, you
know, we chatted about it a

little while ago. I think in
early before the episode started

was around, you know, who it is
that we're working with, right?

We're working with CFOs and
CPAs, and and it is a business

where they work within trust
within you know CPAs and CFOs

work in trust together, and so
when you think about that, you

know Sage creating AI and trust
in the way that it can be

auditable in particular, and
explainable, and approvable,

right? It gives CFOs the
confidence to trust what the

outputs are. So you know the
generic models are great, and

we'll learn. But when we look at
the actual kind of auditable

models, the confidence is there.
And when I'm a CFO, you know you

think about the work or a CPA.
The work that they're doing is

going back and double checking
the work frequently, right? And

so, anything that is explainable
and that I can click through and

see the result, right? But also
the why. What was the exercise

the model went through to get
that outcome? Gives a lot of

confidence in the way that is.
Delivered. Second, as you think

about it, again, control is also
another natural motion for the

CPA. In that, you know, when
those results are delivered,

they need to ensure that they've
been a part of the way that

those results have been
developed. So, being able to

approve those relevant and
really those consequential

workflows is another critical
part, right? And each of these

things lead back up to that kind
of idea of AI and trust, and

really the accountability that
it gives. So that if you're

looking at something in a result
that's been generated, and you

can go back and look at that
whole process, right? That the

AI model has delivered. How did
you get to this outcome? Those

things together really
differentiate the way that we've

looked at the AI outcomes, and
really being able to be

specifically designed for the
regulated workflows of an

accountant and of a CPA, really
step us to the side around the

way that we're thinking about AI
within Sage.

Randy Johnston: And you know, I
was reflecting while you were

speaking, just considering early
versions of these accounting

platforms where we'd produce a
financial report, and it was

such an innovation to be able to
drill through the numbers to see

what made the numbers up, kind
of like you might do in a pivot

table or so forth, and you know
just reflecting on how the AI is

exposed that way is kind of a
big deal because we've talked in

our AI sessions here in the lab
how most AI models can't do

math, and so you know, if you're
counting on a repeatable result,

don't plan on that. That's
probably

Brian F. Tankersley, CPA.CITP, CGMA: well.
And when the math's not mathing,

it's not good for anybody in
accounting.

Randy Johnston: So I

Nancy Sperry: and debits and
credits are harder than math

than regular

Randy Johnston: math. It turns
out they they kind of are so

it's really something else. So
it sounds like then what's

happening here is the AI is you
know maybe changing the

relationship that your partners
have to their downstream

customers, or how the CPA
professionals using the platform

have the relationship to their
clients, or the professional in

industry, you know, is using the
system for their boards or

whatever. So talk to me about
these what you see as

opportunities in relationships
that are coming from AI, because

we look at it and say, look, you
can do a lot more in AI,

therefore you can you know point
your efforts more towards

advisory or interpretation. And
I'm going to use an old phrase

that our listeners have heard in
other episodes, but I do like

the phrase. One of our
associates from Mississippi

says, "Look, accountants spend
way too much time manipulating

the data and not near enough
time interpreting the data. He

called it the 8020 rule. It's a
you know Pareto principle rule,

and that's true. And in today's
world, I think we can spend 80%

of our time in this
interpretation and less in the

mechanicals of how to get there.
So anyway, I don't want to

answer that question for you.
But what do you see effect on

the relationships?

Nancy Sperry: I see it being a
really big revolution in the

relationship, and you know, you
know, we haven't spent a lot of

time together, Randy, but you
and I think the same way. You

just described the moment when
drill down became capable,

right? And drill down, and then
being able to kind of validate

the results, and so I think when
that happened, and let's talk

about the way that AI is being
delivered. And AI is, you know,

we hear it every day, right? AI
in all these different ways. But

when you really think about the
way that the finance role is,

that today only 4% of like the
finance functions are

autonomous. There, in an ideal
world, we'll be able to to

completely enhance that, but
it's not going to happen

overnight. It has to be built on
that trust system. Over time,

we'll trust what the outputs
are, and the systems need to be

built on. You know, we talked
about debits and credits, right?

A system of data that is debit
and credit driven that has a

material amount of like the
model needs to have a material

amount of data to be able to
create that output. So when you

can then go in and say that if
I'm spending a small amount of

my time with automated processes
and really kind of more than 10

hours a week, validating those
processes. Even with AI today,

the more you become confident,
and the confidence is there, the

more time you get to become that
advisor and focus on those

advisory capabilities. So all of
that is kind of underpinned in

the view of what I think is. The
opportunity for partners in the

future is, as they look, the
experiences that they've

created, kind of historically,
and say the channel, like in

here in the U.S. is an
experience of kind of here's the

you know here's the capability,
and then you're going to use it.

That's going to really collapse,
right? And what we'll get to is

we'll get to number one, just a
customer value and a customer

outcome much more quickly,
right? We're going to be able to

really collapse the way that
customers and how quickly they

get access to the systems, and
then both finance, you know,

CFOs and accounting firms will
be more able to. I always think

of it like you're in a
spreadsheet and you're looking

down, the ability to pick up,
you know, turn the headlights on

and see into the future, and
advise the business on where

they should directionally be
going and what some of the

decisions that should be made,
because the the question to

decision process is going to be
collapsed, but it'll take time

for that trust to develop,
right? And so again, critically,

that the technology is visible,
is compliant, is is secure. I

think security is another really
key part. Like these are all the

underpinnings of how accountants
work on whether that's in a firm

or as a partner.

Brian F. Tankersley, CPA.CITP, CGMA: And
I have to applaud you all for

adopting Microsoft's Copilot and
making it into a Sage Copilot,

simply because that is the only
AI engine I'm aware of where you

can get a HIPAA business
associate at a HIPAA business

associate endorsement, and
that's you know again it seems

like you've picked the grown up
in the room with respect to

regulatory compliance, and I
think that's a really big deal.

One of the things I wanted to
ask you about is that it looks

like you all have a number of
agent builders and a number of

agents that have been created.
Can you kind of give us a

thumbnail of what those are and
how they how they fit into this

vision?

Nancy Sperry: Yeah. So you know,
funny because when we you know

AI is I'll call it you know very
prevalent, right? And I'll say

it's accelerated over the last
you know say 18 to 24 months in

terms of the level of
understanding the greater

market, especially in finance,
like where it's shown up. We've

been delivering AI for really
long time, and so when you ask a

question like that, Brian,
whether it's through the

capabilities we already have in
our AP, that's been something

we've worked with. We've had
Sage, you know, our Sage Labs

for eight year over eight years
now. Oh, and

Brian F. Tankersley, CPA.CITP, CGMA: I
remember when you all did the AP

processing with 300 probably 10
years ago. It's a long time ago.

Yeah, my

Nancy Sperry: eyes are a little
bit off because, like, as time

goes by, it probably was eight
years, two years ago. But you're

right. Like, so the idea is,

Brian F. Tankersley, CPA.CITP, CGMA: you're
only 29, so you know, I'm. I

have all this stupid gray hair.
Unfortunately, I

Nancy Sperry: appreciate your
grace with me on that. Thank you

very much. But I think that's
also foundationally important is

the experiences that are brought
forward, right, and then you

turn around and say, so we have,
you know, we have Copilot that

is a finance agent, right, that
can help in the finance, and a

close agent, and can help in the
close process, and those are

core capabilities that our
customers can embrace, and they

can embrace it through our
partners, they can embrace it

through the technology. In
addition to that, we do have

agent builders, and this is a
place where I get really excited

about the partner opportunity. I
think about how partners are

going to be able to. In our
today, we've had hackathons with

partners where they go out and
build, and those are to me, are

just amazing events. Number one
is because of the way we get to

collaborate, but I think the
ideation is just incredible of

being able to have some group of
team in a room and they create a

cohort even across different
part organizations, and they

build and they design and they
come out with an output and a

and an agent that may not be
anticipated where we're sitting

today, right? And we want to be
able to create that for partners

to be able to go out and work
with clients and solve real

business problems that are
really critically important to

that client. You know, it may be
that it's very specific to that

client, but it also may be that
it's more broadly applicable, so

we are building the capabilities
where partners can go out and

solve that individual client
problem, but also then bring it

back and create you know a
gentech marketplace that will

allow them to serve a broader
base, and that is probably again

as I think about the evolution
of technology, one of the most

exciting opportunities for our
partners to be able to build and

do and create those amazing
client outcomes, and you think

about advisory and the way that
that will help them be more

product. You know, create
productivity, create again

client outcomes, being able to
differentiate their capabilities

in the market through the.
Ideation that their teams will

do about the way they serve and
deliver those advisory services

to their end clients. So this is
very exciting.

Randy Johnston: Yeah, very very
exciting. And you know, I'm

going to loop back because I've
got maybe three or four things

that I'd love to ask and talk
about, but I'm still mulling

over the 4% automation number
because Brian and I both believe

that there'll be a point in time
when everything is automated.

You know, all of the bank feeds,
all of the document extractions,

and so forth, and all this will
flow in. And I believe Brian,

similar to your comment a moment
ago, we believe that continuous

auditing would be around since
at least 2016. I think we were

talking about it before then. So
now, this thinking of how

quickly that moves, I think the
agents could help with that.

That would be my interpretation.
And also the whole advisory

thing in prior episodes. In the
advisory episode we recorded, we

talked about you know advisory
being looking out the windshield

as opposed to looking in the
rearview mirror, looking in the

past, the compliance view of the
world, and it is clear that

these types of AI tools are
helping with that. And so you

start thinking about solving,
and I'll use your words here,

real business problems that you
know take an awful lot of lift

in hours today, the partners can
step in with the agent builders

and you know take care of
problems over and over again.

That's what we are seeing with
agents in lots of different

areas. So the agent marketplace
is rather interesting. Is the

vision there, Nancy, that the
agents not only could be used in

your own client base, but maybe
distributed across the broad

Sage partner channel to other
clients.

Nancy Sperry: Yeah, that's
exactly the vision. And again,

you you think back. I think that
it's going to be more robust,

but just historically, you think
about the evolution of a

customization that you might
create for an individual client

or for your advisory practice.
That then becomes highly

valuable, right? Like all of the
work, especially when you think

about agentic and the learnings
and the models and things that

it takes to train, then it
becomes valuable in a different

way. Potentially, like I said,
to other clients. So the

marketplace will allow that to
happen, where clients can come

in and you know identify that
agent as valuable, you know

might be valuable to their
workflows and whatnot, and begin

to use them. So again, I look at
that as an amazing partner

opportunity because they are so
engaged in the you know the the

client's business and
understanding of the you know

not just the finance functions
but the business processes and

and items around that where
they'll be able to develop the

capabilities and then they
become highly relevant to the

broader market

Randy Johnston: and you know
your other claim which I also

agree with is that AI is a more
rapid change than any of the

predecessor cloud and all those
things that we've talked about,

it's hard to even estimate how
fast the acceleration is in my

mind. But we also believe it
will go even faster as AI models

improve and as we get more
horsepower with quantum

computing. So you know this
future, you know I'm staying in

the saddle, as they say. I'm
keeping on because I want to see

this final outcome. But having
watched these platforms evolve

and the new abilities,
particularly with some of the

code capabilities, you know
that's beyond the agents being

able to to satisfy specific
business problems with specific

little applications, now I'm
going to go back to the old

third party marketplace because
I don't know anybody more

literate on third party
applications in the U.S. than

Brian is, and we've taught all
these third party courses, but

to me now, there's less need for
all these third-party

applications because you can
actually solve a lot of the

problems with agents and keep
them within the system. So now,

does it solve every problem? No,
but can I see where the puck is

going on this one? I hope so.
So, what do you think about kind

of the future of this AI
acceleration, and what do you

see then as Sage's overall AI
strategy and the partner impact?

Because to me now, we're kind of
trying to guess a very uncertain

future.

Nancy Sperry: Yeah, and so to
start, kind of where you are is

just talking about the future,
right? Because again, probably

you all are doing the same
thing. My mind starts to think

about kind of the potential,
right? And those are that's very

exciting. And as you think about
the marketplace, I think part of

what will also happen is just
the kind of the way an agent

being able to work across
systems will potentially mean

you might not need this
particular middle layer. But you

know, so yes, but maybe we get
to be more specialized into

industry, which is you know,
which is something that is again

incredibly valuable for the end
client, right? Is being able to

really align to the industry
specialization and create that

type of it, and not a you know,
I think this gives us a big

opportunity to not land at kind
of a high level industry, but a

micro vertical lens that allows
us to get more and more

specialized with the
capabilities. And you know, I

just being witness, and I and
I've worked for part on the

other side of the fence, right?
Worked at part an organization

is, you know, we're building the
capabilities, but trust in AI is

really amplified when you have
the experts there at the table

with you, and so partners are
the intersection of that for us

at Sage. Right, being able to
have those partners have that

experience and trust the AI, you
know, carries that forward, but

also then can work with the end
customer on their specific

needs. So when we talk about
kind of the you know our thought

process around like you almost
can't anticipate what might

come, but partners are in there
having those real conversations

every day, so that they're going
to be coming in with a client

very specific client problem and
build and deliver for that very

specific client problem, and
their opportunity is to be there

in front of the customer in
places where, frankly, Sage

can't be every day, right? But
in the you know, in in the

field, and working on problems
that we may not be thinking

about in the same way that the
the client is, or in the same

way the partner is. So I think
you know from a partnering

standpoint, and our partners are
great. I mean, I've known you

know a lot of them for many
years. They are really embracing

this agentic wave and really
investing. And you can read the

articles in the market, whether
that's a firm that is you know

set aside billions of dollars to
invest in AI, right? To help

serve their clients, to the
narratives and stories that I

hear every day about you know AI
teams being built to deliver new

outcomes. I believe partners are
just are at the front of this

and really looking for those
solutions to make sure we're

solving those concrete problems.

Randy Johnston: Yeah. So as I'm
hearing what you're saying, and

just a reminder to our
listeners: another episode where

we talked about model context
protocols (MCPs) these ability

for the AI-powered systems to
interface from one to the other.

Big deal here, because what I'd
like you to begin picturing is

if you're using Salesforce CRM,
you can apply to the MCP there,

or you're using ADP Payroll, you
can hook to the MCP there, and

now you have a single-I'll call
it a pane of glass. That's

probably not quite accurate, but
one interface for your AI to

talk to all these MCPs. We've
got some security risks there,

but turning it the other way,
the micro verticalization is a

big deal. You know, if we take a
specialty that, you know, Sage

has operated in lots of
specialties through the years,

construction and not for profit
and so forth, I can see where

you could go into a construction
operation and just do some

beautiful stuff that no off the
shelf product can do today, and

you know, agent drive it and
specialize it in that way. Same

thing with not for profit. I'm
just thinking about how you

would handle the constituents
and how you could drive things

that were impossible to do in
the past.

Nancy Sperry: Yeah, you know,
the analogies or the you know

the things that we think about
are again we specialize in the

micro vertical. Like
construction's a really good

one, right? And so we have very
deep and rich capabilities to

solve for the needs of a
construction company. And you

know, Intacct is built for
construction, so we know that we

can make a you know an
organization more effective or

more efficient. And you know,
I'm just trying to think. Like

customers, like ACT
Construction, and they're using

all of our capabilities today.
This just gives us the ability

with a with AI and creation of
agents an accelerant, and maybe

again, it is a unique way that
business that construction firm

works, or a unique way that
partner is solving the problem

that gives them a different
value to that customer, and NFP

is kind of the same. Is there's
within NFP, it's a very broad

stroke. But you look at whether
that's an organization like

LPGA, who is a partner and a
customer of ours, and the way

that they're using the
technology to uniquely like

manage the way that the players
are being managed within the

financial view of the business,
or tours, or events. Right, all

of those things, those
capabilities. How do we then

take that information and turn
it into kind of what else?

What's next? What else is
needed, and what are we missing?

And what capabilities can we
help build for you? In both

cases, the. Or partner, you
know, partner relationships that

Sage has. They they work really
closely with businesses of ours

to kind of help create those
outcomes.

Randy Johnston: Yeah, that makes
beautiful sense, Nancy. So, you

know, I'm just thinking about
the many different things that

we could still talk about. So, I
wanted to give you maybe a one

last chance here to just call
out other things that I should

have talked to you about because
it was clear to me that the

agents foreclose and you know
forecasting many of those things

that were in the the systems
that you're aware of in the

partner ecosystem is a big deal,
but also the role of the

partners as they're doing kind
of this strategic advisor pivot.

Obviously, you called out the
trust piece, which you know that

was probably the hook. That's
it's like wait a minute, the big

boys, or as Brian I think said a
little bit earlier, you actually

pick the mature AI in the room,
and even though we understand

that Microsoft's Copilot is what
we'd call blunt, not as crisp as

Claude or ChatGPT or Gemini,
you've got regulatory controls

around it that have value to the
global business in addition to

the U.S. business. So that part
makes beautiful sense. What else

should I've asked you? Because
you're so fun to talk to. We can

just kind of keep going. But

Nancy Sperry: so I think we
share the same passions. That's

you know that's why I think it
makes sense. Yeah. No. I think

it all of the things that you've
described really align to our

glass box approach too. And you
know that's kind of a high level

label around some of the things
that we've talked about, but it

is critically important when you
think about adoption, right? And

so, the other, you know, the
bigger, more publicly available

models and engines are great.
And again, partnering with one

that has a similar alignment to
security and compliance, and the

things that are important to the
way that finance leaders operate

into the way that accountants
need to work within this world,

right? That is their charter in
the world. So having a system

that is more of a glass box that
can give us that ability to have

the confidence in the data, to
have the you know the trust and

control that they need to make
the the final decision and the

oversight that is required as
they you know put forth the

results and then making sure
that the systems have the

accountability right so having
that partnership helps a lot

there but and then allows the
partners that we work with which

are you know 50% of the top 100
or Sage partners. That's a

really nice fit across the
board, from you know the adult

in the room model aligned with
our capabilities in sage's lab,

really to the partner that then
is out there delivering. Right.

So to me, it is there isn't any
you know anyone else out there

that's quite doing it the way
that we're doing it, aligned to

the business needs, right, and
importantly aligned to how

partners work in the market.

Randy Johnston: Yeah, it makes
perfect sense. And you know,

again, I'm actually making sure
we don't send Brian into

poltergeist mode with security
questions because we know that

there are a number of vendors
with accounting data that aren't

protecting the data, which is, I
believe, a Sage position, which

is so important. So, Brian, any
final closing thoughts or

questions for Nancy here?

Brian F. Tankersley, CPA.CITP, CGMA: I
guess I wanted to ask Nancy

because you know we we've talked
primarily about AI and ERP and

Sage Intacct, which is your lead
product, but you know that you

all have been on an acquisition
spree over the last 10 years,

and you've acquired Compass and
Auto Entry and Criterion and

Fair Sale and Bright Pearl and
File and Force Manager and

CoreCon and Futurely and Go
Proposal. You know, to what

extent are those key components
that are integrated into the

solutions that a Sage partner
brings these days-they

Nancy Sperry: are fully
integrated and fully part of the

strategy and execution today.
You know, Criterion is probably

one of the most recent. You
know, you mentioned that, but

being able to deliver what is
now Sage HCM to the market is a

critical component of again of
what we're doing here at Sage.

Also, the way the partners go to
market. So, being able to

deliver finance, payroll, and
human resource management to the

market is important. A lot of
our partners have that in their

DNA. Whether those are you know
resellers and vars that have

experience with you know, our
BMS product or our our

construction products that had
payroll embedded, as well as

kind of advisory in the way that
they think about the way that

they serve their clients. So,
how do they serve their clients

through that finance as a
finance function? How do they

serve that through the HCM
function, delivering advisory

and outsourcing? Services on
platforms, so when you look at

that, it is a it's actually a
fully embedded motion that we're

already delivering through
partners. Right, the good news

is Sage HCM is in intact has has
already has a huge footprint.

We've made a lot of progress in
a short amount of time, and

partners are so excited about
it. And I think in the first

session we had over 40 partners
that you know are participating,

and we have two more to go. So
that's just the first wave. So,

you know, in my opinion, is the
both response from our customers

is telling, but also the
response from partners over the

excitement of those that
capability in the market. The

brian getting embedded in the AI
strategy too, right? Just the

you know the world is full of
opportunities for for us.

Randy Johnston: It sounds
beautiful. So Brian, you took me

on old home week there for a
minute because of James Ashford

and Paul Barnes. Because James
is the guy that we have talked

about in the past in terms of
CAS practices, and he was

promoting promoting pods and
saying, "Look, you're a lot

better off with pods of five
people in your cast practice and

build many pods instead of one
big pod. So he had a balloon

model. I don't know if you
recall that. Our listeners may

recall that from a prior
podcast, but you know it's like

old home week here on lots of
fronts. Well, Nancy, your time

is valuable. Your expertise is
superb and appreciated. And we

are so thankful to have had you
as a guest today. And we wish

you and all your Sage partners
globally. I know you're

responsible with the U.S. funds
continued success.

Nancy Sperry: Yeah, thank you
very much, and thanks for having

you know Sage and myself on this
podcast. I'm, as you could

probably tell from the
conversation, I am so excited

about the future, like you. This
what AI is bringing forward for

an opportunity for us, for our
partners, to just create amazing

outcomes is is something that's
really exciting, and I'm looking

forward to partners to be able
to deliver that right for the

people that trust them to
deliver their outcomes, right?

So across the board, we look at
this and just say, we at Sage

are have made a lot of the right
decisions around trust,

security, governance, and making
sure that our partners are fully

empowered to be able to deliver
that to our customers

Randy Johnston: makes beautiful
sense. Again, thank you. Good

day. Very

Nancy Sperry: much.

Randy Johnston: See you again in
another accounting technology

lab.

Brian F. Tankersley, CPA.CITP, CGMA: Thank
you for sharing your time with

us. We'll be back next Saturday
with a new episode of the

Technology Lab from CPA Practice
Advisor. Have a great week.

Creators and Guests

Brian F. Tankersley
Host
Brian F. Tankersley
Nationally recognized speaker (K2 Enterprises, 48 states in US + Canada) podcaster & author on accounting tech. I’m also a beekeeper, a husband, and a dad.
Randy Johnston
Host
Randy Johnston
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Systems and Network Integration, Accounting Software Selection, Business Development and Management, Disaster Recovery and Contingency Planning, and Process Engineering.
ATL273 Reinventing Your Practice With Advisory (Guest: Nancy Sperry of Sage)
Broadcast by