In this episode of #AccountingLifePodcast, host Jotham Ty is joined by guests Alyssa Perez, Sr. Manager, Finance Transformation & M&A at Principal Consulting Group, and Ryan Volk, Managing Partner at Principal Consulting Group. They discuss how AI and finance transformation are reshaping accounting workflows, the challenges firms face in modernization, and what the future holds for financial professionals. Ryan also shares his journey as a founder, offering key insights for those navigating entrepreneurship in finance.
Featured Podcast Topics:
00:00 – Welcome & Guest Introduction
01:10 – Founding Principal Consulting Group
04:36 – Lessons from Scaling a Finance Consulting Firm
07:02 – Driving Finance Transformation with AI
15:01 – Overcoming Challenges in Digital Finance
21:16 – Closing Thoughts & Fun College Football Talk
Gappify, founded in 2016, is a cloud-based provider of accrual automation solutions for mid-market and enterprise accounting teams. The company is headquartered in New York City, with offices in Berkeley, California, Washington DC, and Manila, Philippines.
Its team consists of accountants and CPA’s from Big Four accounting firms and software innovators. Gappify is also supported by strategic advisors from some of the world’s most recognized technology companies and is affiliated with the top companies & accounting organizations.