In episode 19 of Built By Margin, Laurie Chen interviews Joseph Dunaway, Founder of VICI Financial, as he discusses how technology and AI are transforming the accounting landscape, allowing for more personalized and efficient services. Tune in to hear Joe’s insights on building a business with integrity and the importance of adapting to the future of accounting. TIMESTAMPS [00:01:04] Future of accounting services. [00:06:06] Investment in accounting services. [00:10:27] AI in tax planning s...
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In episode 19 of Built By Margin, Laurie Chen interviews Joseph Dunaway, Founder of VICI Financial, as he discusses how technology and AI are transforming the accounting landscape, allowing for more personalized and efficient services. Tune in to hear Joe’s insights on building a business with integrity and the importance of adapting to the future of accounting. TIMESTAMPS [00:01:04] Future of accounting services. [00:06:06] Investment in accounting services. [00:10:27] AI in tax planning s...
Two Fractional CFOs Chat: The Balance between Maximizing Value and Minimizing Taxes with Byron Wolfe
Built by Margin
33 minutes
5 months ago
Two Fractional CFOs Chat: The Balance between Maximizing Value and Minimizing Taxes with Byron Wolfe
In episode 8 of Built By Margin, Laurie Chen interviews Byron Wolfe, a Certified Public Accountant and Founder of The CFO-AF, as he shares his insights on the importance of combining tax strategy with Fractional CFO services, emphasizing how understanding both sides can lead to significant savings and increased business valuation. Tune in for insights on optimizing cash flow and navigating the complexities of financial strategy. TIMESTAMPS [00:01:07] Tax strategy insights from experience. [...
Built by Margin
In episode 19 of Built By Margin, Laurie Chen interviews Joseph Dunaway, Founder of VICI Financial, as he discusses how technology and AI are transforming the accounting landscape, allowing for more personalized and efficient services. Tune in to hear Joe’s insights on building a business with integrity and the importance of adapting to the future of accounting. TIMESTAMPS [00:01:04] Future of accounting services. [00:06:06] Investment in accounting services. [00:10:27] AI in tax planning s...
