Blood, Sweat & Balance Sheets

Billy Klein went from working 60-80 hour weeks as an EY auditor to helping build FloQast Transform—the fastest-growing product in FloQast history. In this episode, he breaks down how accounting teams are actually implementing AI automation, what makes AI auditable, and why most accountants want to build their own workflows (not outsource to IT). 🎯 KEY TAKEAWAYS: - The 4 ways customers implement F...

In this episode of Blood, Sweat, and Balance Sheets, FloQast CEO Mike Whitmire sits down with Dan Callaghan, FloQast's Chief Accounting Officer, to discuss his 30+ year career journey and share his bold vision for the future of accounting in the age of AI. What You'll Learn: Why AI is accounting's "tractor moment" and what that means for your career How Dan went from KPMG...

Brett Turner has raised nearly $200M and generated over $700M in shareholder value across 4 tech companies. But his journey from Big 4 CPA to serial fintech founder wasn't smooth—and every failure taught him something critical. FloQast CEO and Host Mike Whitmire sat down to discuss his journey to Trovata, and everything he's learned along the way.  IN THIS EPISODE: - Why his first board...

Five years ago, a CFO's main focus was cutting costs and boosting efficiency, but that conversation has dramatically shifted, with artificial intelligence (AI) now topping the priority list. In this episode of Blood, Sweat & Balance Sheets , host Mike Whitmire sits down with Andrew Moses, Associate Director at Cross Country Consulting , to dive into the evolving role of the modern CFO and...

Welcome to a very special "Best Of" episode of Blood, Sweat & Balance Sheets !   Join host Mike Whitmire and longtime producer John Siegel as they revisit the most impactful and entertaining moments from the podcast over the past year (and even a little further back).  Beyond the highlights, Mike and John dive into a candid discussion about how the accounting landscape has dramatical...

On this episode of Blood, Sweat & Balance Sheets, FloQast co-founder and CEO, Mike Whitmire, CPA (inactive), sits down with Edwine Alphonse, Senior Controller at Ramp, to discuss how she’s shaping the future of accounting.   Edwine shares her inspiring career story, from finding her passion for accounting to driving team success at one of the most innovative and fastest-growing companies in fi...

On this episode of Blood, Sweat & Balance Sheets , host Mike Whitmire sits down with Vicky LeVay, Sr. Director of Compliance, Risk, and Information Security at FloQast, and Jaysen Dyal, Product Marketing Manager at FloQast and former accountant. Together, they discuss the growing role of AI in accounting and FloQast’s achievements, including earning ISO 42001 certification. Vicky provides insi...

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 s...

2025 is upon us, but what does that mean for the accounting profession? From dwindling headcounts to heightened expectations, an expected bullish IPO/M&A market to a new emphasis on utilizing technology in the profession, there's a lot we don't know. On this episode of *Blood, Sweat & Balance Sheets*, join Stefan van Duyvendijk, FloQast's Accounting Operations Evangelist and...

In this special episode, cohosts Mike Whitmire and Stefan van Duyvendijk join forces to delve into their forthcoming book, "Shift Happens: The Rise of the Operational Mindset and How Controllers Can Drive Real Value." Together, they explore the evolving landscape of the accounting profession, the emergence of the operational mindset, and how controllers can become pivotal in driving orga...

In this special emergency episode of Blood, Sweat & Balance Sheets, Mike and Stefan dive into the groundbreaking news shaking the accounting world — the AICPA and NASBA have proposed a radical shift in the 150-hour rule.  A new "Competency-Based Experience Pathway" could eliminate the need for 30 additional credit hours, offering aspiring CPAs an alternative route through work experi...

In this episode of " Blood Sweat and Balance Sheets ," Mike Whitmire interviews Kendall MacLean about her career journey from public accounting to the tech industry. Kendall shares insights into her roles at FloQast, including her start as an Implementation Consultant and her contributions to developing FloQademy, an educational platform providing free CPE credits to accountants. The dis...

In this episode of Blood, Sweat & Balance Sheets, guest host Stefan van Duyvendijk, Accounting Operations Evangelist at FloQast, sits down with Chris Hennesey, AWS Enterprise Strategist at Amazon Web Services and former Technology CFO at Capital One, along with FloQast CFO Razzak Jallow. They explore the findings of FloQast’s latest survey, Embracing Financial Transformation: What It Is, Why O...

In the latest episode of Blood, Sweat & Balance Sheets, Mike sits down with Josh Glover, President and Chief Revenue Officer at FloQast. Josh, a decorated veteran, shares his riveting journey from serving four combat tours as a Marine and, later, special operations team commander with MARSOC’s 2d Marine Raider Battalion, to becoming a key leader in the tech industry, first with nCino, and now,...

In this episode of Blood, Sweat & Balance Sheets, FloQast co-founder and CEO Mike Whitmire delves into Adam Yarnell's remarkable transition from audit to sales at FloQast, highlighting his pivotal role in growing FloQast's Sales function, helping drive the success of the newly-founded Sales Engineering team, and, now, launching FloQast's presence in Australia.  Learn how Adam le...

In this episode of Blood, Sweat & Balance Sheets, hosts Mike Whitmire and Stefan van Duyvendijk, alongside guest Craig Clay, President at Donnelley Financial Systems (DFIN), delve into the intricate world of IPOs. With the market landscape poised for change in 2024, the discussion centers on understanding market dynamics to capitalize on potential public offerings, including insights on the ev...

On the latest episode of Blood, Sweat & Balance Sheets, FloQast CEO Mike Whitmire is joined by CFO Razzak Jallow to discuss the ins and outs of FloQast’s Series E round of funding. Take an inside look at all the work that goes on behind the scenes, from investor relations to negotiating term sheets, Mike and Razzak candidly discuss the fundraising process, providing valuable insights for accou...

On the latest episode of Blood, Sweat & Balance Sheets, host Mike Whitmire, CPA, co-founder, and CEO of FloQast, sits down with Ashley Griesshammer, VP Controller at Lovevery, a rapidly growing Boise-based e-commerce company. Join us as Ashley shares her journey of automating and simplifying Lovevery's audit process, ensuring a smooth and pain-free busy season. As a seasoned finance profe...

Join host Mike Whitmire and guest Stefan van Duyvendijk in the concluding episode on the Controller's Guidebook research series. Part Two delves into critical aspects shaping the accounting landscape, including burnout, talent shortage, salary challenges, and the transformative role of technology. Explore why accountants should embrace a more strategic role, unlocking valuable insights for bu...

In this episode of 'Blood, Sweat & Balance Sheets,' host Mike Whitmire and FloQast's Accounting Operations Evangelist Stefan van Duyvendijk take a deep dive into the findings of FloQast's research series into the state of the accounting industry, Controller's Guidebook. Part One unveils critical insights into the current state of the accounting profession, exploring to...

In the concluding episode of 'Blood, Sweat & Balance Sheets,' host Mike Whimtire and special guest Stefan van Duyvendijk, FloQast's Accounting Operations evangelist, provide thoughtful insights into anticipated shifts in the accounting landscape for 2024. In this second part, the discussion focuses on the significant impacts of ESG on accounting practices, the role of generative...

In the latest episode of "Blood, Sweat & Balance Sheets," host Mike Whimtire is joined by special guest Stefan van Duyvendijk, the Accounting Operations evangelist from FloQast, for an insightful discussion on the upcoming trends and predictions shaping the accounting landscape in 2024. In this first part of a two-part series, Mike and Stefan delve into crucial topics such as employe...

In this second part of our series taking a look back at 10 years of FloQast, co-founders Mike Whitmire and Chris Sluty continue their discussion, sharing the invaluable lessons they've gathered from a decade of leading the company. Gain unfiltered insights into accounting, entrepreneurship, and leadership as they openly reflect on their experiences. From navigating financial intricacies to th...

In the first episode of our two-part series, FloQast co-founders Mike Whitmire and Chris Sluty discuss the origins of FloQast, from meeting as undergrads to teaming up with CTO Cullen Zandstra, and more. Listen in as Mike and Chris share the story of how they first crossed paths while majoring in accounting, their separate paths after graduation, and the fateful reunion that took place in Los Ange...

In this episode of "Blood, Sweat & Balance Sheets," host FloQast Co-founder and CEO Mike Whitmire chats with FloQast's first business development representative and current Managing Director, EMEA, Adam Zoucha, Managing Director about his incredible journey from audit at Deloitte to becoming a successful account executive, sales manager, and now, a key figure in FloQast's E...