The Accounting Disruptors Podcast
Claim This Podcastby Wiss
Podcast Overview
<p>Candid conversations with the tech founders and accounting firm leaders reshaping the profession through AI, automation, and bold strategy. Hosted by Paul Peterson, CEO of Wiss.</p> <p></p> <p>We go beyond accounting software to explore how AI is transforming firm operations, how accountants work, and how businesses access financial insights — with real guests building the future right now.</p> <p></p> <p>Topics: AI in accounting | CPA technology | Accounting automation | ERP disruption | CFO leadership | Accounting firm strategy | Future of work</p> <p></p> <p>New episodes monthly. Learn more at wiss.com</p>
Language
🇺🇲
Publishing Since
11/5/2025
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Recent Episodes
May 12, 2026
The Accounting Disruptors: Episode 6 | The Data Bottleneck — AI Tax Automation w/ Abacus
Cody Sugarman, co-founder of Abacus, joins Wiss CEO Paul Peterson and Tech Practice Partner Matt Barbieri to discuss how artificial intelligence is tackling the most overlooked bottleneck in tax practice — data ingestion. In this conversation, Cody shares how two brothers with zero accounting background built a product that's now selling into nearly 10 of the top 100 firms, and why the mid-market has a bigger AI advantage right now than the Big 4.In This Episode:Why data ingestion, not tax expertise , is the real bottleneck holding firms back from doing their best workHow Abacus signed a six-figure contract before the product was built, and what that says about the size of the problemWhy mid-market firms now have a technology advantage over the Big 4, and what they need to do to keep itHow embedded client "playbooks" take Abacus from a 30% solution to a 70–80% solutionWhy the firms waiting for a perfect out-of-the-box AI solution are already falling behindAbout the Guest: Cody Sugarman is the co-founder of Abacus, an AI-powered tax data ingestion platform built for complex returns — ultra-high-net-worth individuals, family offices, trusts, and partnerships. Before Abacus, Cody and his brother Grant built and scaled multiple ventures out of Stanford, where all three Sugarman brothers attended and founded companies.About the Series: The Accounting Disruptors Podcast features conversations with innovators who are reshaping accounting through technology, strategy, and vision. Hosted by Paul Peterson, CEO of Wiss.🔗 Learn more about Abacus: https://www.abacus.com🔗 Learn more about Wiss: https://www.wiss.com#Accounting #AI #ArtificialIntelligence #AccountingFirm #CPA #Abacus #TaxTech #Automation #FutureOfWork #AccountingTech
March 24, 2026
The Accounting Disruptors: Stop Calling It Back Office: Why AI Is Moving Accounting to the Front
Cody Sugarman, co-founder of Abacus, joins Wiss CEO Paul Peterson and Tech Practice Partner Matt Barbieri to discuss how artificial intelligence is tackling the most overlooked bottleneck in tax practice — data ingestion. In this conversation, Cody shares how two brothers with zero accounting background built a product that's now selling into nearly 10 of the top 100 firms, and why the mid-market has a bigger AI advantage right now than the Big 4.In This Episode:Why data ingestion, not tax expertise , is the real bottleneck holding firms back from doing their best workHow Abacus signed a six-figure contract before the product was built, and what that says about the size of the problemWhy mid-market firms now have a technology advantage over the Big 4, and what they need to do to keep itHow embedded client "playbooks" take Abacus from a 30% solution to a 70–80% solutionWhy the firms waiting for a perfect out-of-the-box AI solution are already falling behindAbout the Guest: Cody Sugarman is the co-founder of Abacus, an AI-powered tax data ingestion platform built for complex returns — ultra-high-net-worth individuals, family offices, trusts, and partnerships. Before Abacus, Cody and his brother Grant built and scaled multiple ventures out of Stanford, where all three Sugarman brothers attended and founded companies.About the Series: The Accounting Disruptors Podcast features conversations with innovators who are reshaping accounting through technology, strategy, and vision. Hosted by Paul Peterson, CEO of Wiss.🔗 Learn more about Abacus: https://www.abacus.com🔗 Learn more about Wiss: https://www.wiss.com#Accounting #AI #ArtificialIntelligence #AccountingFirm #CPA #Abacus #TaxTech #Automation #FutureOfWork #AccountingTech
March 20, 2026
The Accounting Disruptors Podcast: Episode 5 | The Grind Is Gone: An Inside Look at AI-Powered Accounting with Basis
What does it actually take to bring AI into a live accounting practice? In Episode 5, Wiss CEO Paul Peterson and Tech Practice Partner Matt Barbieri sit down with Transformation Lead Nick Buccelli to talk about the reality of AI adoption; what broke, what worked, and what changed everything. From early days working directly with the Basis founders to 18 months of live deployment, this is an unfiltered look at the future of outsourced accounting.
7 total episodes available
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- What is The Accounting Disruptors Podcast?
<p>Candid conversations with the tech founders and accounting firm leaders reshaping the profession through AI, automation, and bold strategy. Hosted by Paul Peterson, CEO of Wiss.</p> <p></p> <p>We go beyond accounting software to explore how AI is transforming firm operations, how accountants work, and how businesses access financial insights — with real guests building the future right now.</p> <p></p> <p>Topics: AI in accounting | CPA technology | Accounting automation | ERP disruption | CFO leadership | Accounting firm strategy | Future of work</p> <p></p> <p>New episodes monthly. Learn more at wiss.com</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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