On this episode of Blood, Sweat & Balance Sheets, Mike Whitmire is joined by Shivang Patel and Megan Gallagher, two former accountants whose expertise in audit and accounting paved the way for their success at FloQast. They share how their deep understanding of the accounting profession uniquely positions them to solve client challenges, connect with peers, and drive innovation in roles like sales engineering and beyond.
Additionally, the group discussed FloQast’s vision for deploying its Accounting Transformation Platform, with its enhanced with AI, support accountants by automating manual, time-intensive tasks. This enables teams to transition from preparer roles to strategic reviewers, tackling challenges like staffing shortages, boosting efficiency, and improving work-life balance for today’s accounting professionals.
Key Takeaways / Learning Objectives:
- Career Foundations in Audit and Accounting
- Hear about Megan and Shivang’s early roles in audit and accounting, including the challenges they encountered, and how those experiences prepared them for their future careers.
- Adapting to New Opportunities
- Understand the learning curve Shivang and Megan faced when transitioning out of accounting, and how they leveraged their expertise to excel in new roles.
- Life at FloQast
- Learn how Megan and Shivang grew within FloQast, building out teams, innovating processes, and taking on leadership roles to help drive the company's success.
- The Role of Technology in Accounting
- Explore how FloQast’s Accounting Transformation Platform and AI tools are automating tedious tasks, enabling accountants to focus on impactful work, and fostering innovation within their organizations.
- Addressing the Accounting Talent Gap
- Delve into the growing shortage of accountants and how FloQast empowers teams to do more with fewer resources while reducing burnout and supporting career development.
- Future-Forward Thinking for Accountants
- Gain insights into FloQast's vision for how technology will continue to shape accounting and how accountants can evolve to take on more strategic and fulfilling roles.
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