Your host, Liudmila Kiseleva, talks with the CEO of Fiscal Advocate, Jon Morris. Jon discusses his transition from founding a successful digital marketing agency to launching a tech-driven finance management company for service-based businesses.
He explains how Fiscal Advocate’s software, Engine BI, supports budgeting and forecasting, and previews their upcoming AI tool, “Jim,” designed to enhance financial decision-making. The conversation covers data security, client success stories, and the company’s focus on helping mid-sized firms optimize their finances through technology and expertise.
To learn more about Jon's work, click HERE and HERE.
Think you'd be a great guest on the show? Apply HERE.
Want to learn more about Liudmila's work? Check out her website HERE.
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