Podcast 4: The Tech-Forward CPA: Navigating M&A, AI, and the Busy Season Stress Test

Podcast 4: The Tech-Forward CPA: Navigating M&A, AI, and the Busy Season Stress Test

In this episode of "Let's Sync," Raúl Villarreal Jr. and Mike McCarron step in to discuss the operational hurdles CPA firms face today. They unpack how the busy season acts as the ultimate stress test, exposing the cracks in fragmented, layered tech stacks where firms often find themselves "duct-taping" solutions together. The conversation explores why firms must go beyond replicating old processes with new software and instead embrace true change management. Finally, they discuss how the surge in M&A activity requires forward-thinking executive sponsors to build cohesive, single-platform cultures and a true community of best practices. ----- Join John McGowan, HubSync CEO and Founder, as he sits down with leading industry experts to explore the cutting-edge technology transforming the tax and accounting landscape. Each episode of Let's Sync delivers insider insights, practical strategies, and forward-thinking perspectives on the tools and innovations shaping the future of tax & accounting services. From automation and AI to cloud solutions and regulatory compliance, John and his guests dive deep into the technologies that are revolutionizing how tax and accounting professionals work. Whether you're a seasoned practitioner, firm owner, or technology enthusiast, Let's Sync provides the knowledge you need to stay ahead in a rapidly evolving industry. Discover emerging trends, learn from implementation success stories, and gain actionable insights that can help transform your practice. Let's Sync is your essential resource for navigating the intersection of technology and tax and accounting excellence. ----- Catch full video episodes on YouTube, and follow us on social media for clips, bonus content, and updates throughout the week. ----- Produced by: Lagos Creative

Podcast 3: The Future of Tax Tech: AI, Automation, and the Modern CPA

In this episode of Let’s Sync, host John is joined by two industry leaders driving digital transformation in the accounting world: Penny Bustamante, Chief Operating Officer at Anchin, and Mike Laveman, Managing Partner of the Business Tax Practice at EisnerAmper. Together, they dive deep into the journey of modernizing CPA firms—moving away from "hodgepodge" legacy systems and tedious manual processes toward a fully integrated, automated workflow. Penny and Mike share their firsthand experiences with HubSync, discussing everything from the internal buy-in process and board approval to the massive ROI seen in engagement letter automation and client experience. If you are a firm leader looking to eliminate administrative burnout, harmonize audit and tax workflows, or understand where AI fits into the future of accounting, this episode is a must-listen. ----- Join John McGowan, HubSync CEO and Founder, as he sits down with leading industry experts to explore the cutting-edge technology transforming the tax and accounting landscape. Each episode of Let's Sync delivers insider insights, practical strategies, and forward-thinking perspectives on the tools and innovations shaping the future of tax & accounting services. From automation and AI to cloud solutions and regulatory compliance, John and his guests dive deep into the technologies that are revolutionizing how tax and accounting professionals work. Whether you're a seasoned practitioner, firm owner, or technology enthusiast, Let's Sync provides the knowledge you need to stay ahead in a rapidly evolving industry. Discover emerging trends, learn from implementation success stories, and gain actionable insights that can help transform your practice. Let's Sync is your essential resource for navigating the intersection of technology and tax and accounting excellence. ----- Catch full video episodes on YouTube, and follow us on social media for clips, bonus content, and updates throughout the week. ----- Produced by: Lagos Creative

Podcast 2: Former CEO Kevin Robert, The Evolution of Tax Tech and the Future of Firm Efficiency

"In this episode of Let’s Sync, HubSync CEO John McGowan talks with Kevin Robert, former CEO of Wolters Kluwer Tax & Accounting, about the evolution of the tax and accounting industry over the last four decades. They discuss the massive undertaking of building CCH Access, the challenges of overcoming legacy 'tech debt,' and how modern platforms like HubSync are solving the talent shortage by replacing manual data entry with AI-driven insights." ----- Join John McGowan, HubSync CEO and Founder, as he sits down with leading industry experts to explore the cutting-edge technology transforming the tax and accounting landscape. Each episode of Let's Sync delivers insider insights, practical strategies, and forward-thinking perspectives on the tools and innovations shaping the future of tax & accounting services. From automation and AI to cloud solutions and regulatory compliance, John and his guests dive deep into the technologies that are revolutionizing how tax and accounting professionals work. Whether you're a seasoned practitioner, firm owner, or technology enthusiast, Let's Sync provides the knowledge you need to stay ahead in a rapidly evolving industry. Discover emerging trends, learn from implementation success stories, and gain actionable insights that can help transform your practice. Let's Sync is your essential resource for navigating the intersection of technology and tax and accounting excellence. ----- Catch full video episodes on YouTube, and follow us on social media for clips, bonus content, and updates throughout the week. ----- Produced by: Lagos Creative

Podcast 1: Thoma Bravo's Ross Devor, Private Equity and AI in the Tax and Accounting Industry

In this episode of Let’s Sync, HubSync CEO John McGowan talks with Ross Devor, Partner at Thoma Bravo, about how private equity is driving innovation in the tax and accounting industry. They discuss Thoma Bravo’s investment in HubSync, the role of technology and AI in transforming firms, and how strong partnerships fuel growth and modernization across the profession. ----- Join John McGowan, HubSync CEO and Founder, as he sits down with leading industry experts to explore the cutting-edge technology transforming the tax and accounting landscape. Each episode of Let's Sync delivers insider insights, practical strategies, and forward-thinking perspectives on the tools and innovations shaping the future of tax & accounting services. From automation and AI to cloud solutions and regulatory compliance, John and his guests dive deep into the technologies that are revolutionizing how tax and accounting professionals work. Whether you're a seasoned practitioner, firm owner, or technology enthusiast, Let's Sync provides the knowledge you need to stay ahead in a rapidly evolving industry. Discover emerging trends, learn from implementation success stories, and gain actionable insights that can help transform your practice. Let's Sync is your essential resource for navigating the intersection of technology and tax and accounting excellence. ----- Catch full video episodes on YouTube, and follow us on social media for clips, bonus content, and updates throughout the week. ----- Produced by: Lagos Creative