"The best accountants are the best therapists. All we do is listen to the client, hear their worries, and assure them that we can help ... that’s not going away no matter what else changes in the world."
Technology is constantly evolving, but people don’t change. In this special crossover episode of On the Books and Intuit Connect On, hosts Ted Callahan and Jessica McCracken sit down with Dave Olsen, founder of Nimbl.
Dave shares his journey from working at one of the Big Four accounting firms to becoming a fractional CFO, and eventually founding Nimbl. He dives deep into the philosophy of "wide experimentation and narrow adoption," the nuances of leading a global team, and why the best accountants are often the best listeners.
In this episode, we discuss:
- The transition from practitioner to leader: Why Dave decided to stop doing the work himself to focus on building the systems that empower others.
- Wide experimentation, narrow adoption: A strategic framework for introducing AI and new tech without burning out your team.
- The human intelligence factor: Why technology makes growth possible, but people are the ones who make that growth meaningful.
- Managing a global workforce: How Nimbl integrates offshore teams in the Philippines and Argentina to create a seamless client experience.
- Overcoming tech stack fatigue: Strategies for consolidating tools to improve internal efficiency and employee retention.
- Leadership mindset: The importance of progression over change, and how to instill confidence in your team and your clients.
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