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Join Adam Larson as he sits down with entrepreneur and founder Jon Morris, the mind behind Rise Interactive and Fiscal Advocate. Jon shares the story of how he scaled a digital marketing agency from its early days and how picking the right industry can make or break a business. Hear firsthand about the unconventional talent strategies that fueled his journey—like recruiting investment bankers and traders into digital marketing—and how he now applies these lessons to the competitive world of accounting and FP&A.   In this conversation, Jon Morris opens up about why he bets big on technology, his approach to AI in finance, and the importance of accuracy and trust in automated systems. He talks about building tools like an AI CFO copilot, keeping customers close for the long haul, and why creating a sense of urgency in finance roles still takes a human touch, even in the age of AI.   This episode is packed with honest stories, practical insights, and a little inspiration for anyone considering how to grow a business or leverage technology to stand out in a crowded market.

Get ready for an eye-opening conversation with Sharrin Fuller, a serial entrepreneur, founder and strategic advisor at Glass Wallet Ventures, and a true expert on scaling accounting firms the smart way. In this episode, Sharrin shares her hard-earned lessons on building a business that doesn’t just add headcount, but actually works better with fewer people. Hear her candid stories about the challenges of leadership, the courage to own your mistakes, and how automation can transform both your operations and your life.   Sharrin breaks down practical tips for balancing technology and human touch, building a winning team, and knowing when to let go even when it’s tough. She gets real about hiring, firing, and the emotional side of owning a business, plus offers actionable strategies for anyone in accounting or any small business owner who wants to reclaim their time and sanity.   If you’re wondering how to work smarter, not harder, or just need some encouragement to try something new, this episode is packed with relatable stories, honest advice, and a dose of humor. Stick around for Sharrin’s take on the future of the industry, and pick up some new ideas to level up your own firm.

Ready for a fresh take on accounting and finance? In this episode of Count Me In, Adam Larson sits down with Helen Hastings—Stanford-trained software engineer turned founder of Quanta—for a conversation packed with insights, real talk, and a peek into the future of financial operations.   Helen shares her journey from building in-house financial systems to creating Quanta’s AI-powered platform that’s changing how teams handle accounting, closing the books, and getting real-time answers about their business. She breaks down what “continuous close” really means, why explainable finance matters, and how automation doesn’t just speed things up but actually makes accountants’ lives easier (without replacing the crucial human touch).   Whether you’re curious about AI in finance, wonder why traditional monthly closes feel so outdated, or want to hear how teams can spend less time digging for answers and more time driving strategy, this episode has you covered. Tune in for stories, practical examples, and a vision of accounting that’s not just faster, but smarter.

Welcome back Timothy Wingate! In this episode of Count Me In, Adam Larson welcomes Timothy for a refreshingly honest conversation that goes far beyond accounting. Timothy shares the story of his entrepreneurial journey—from stepping away from corporate dreams to facing wild challenges like unexpected lawsuits and a wrongful arrest, all the way to founding his own company, G+F Business & Financial Consulting.   He opens up about overcoming the struggles of gig work, reinventing his career, and the pivotal moments when family support (including his wife’s entire 401(k)!) made all the difference. Timothy offers practical advice for overcoming underpricing, inefficient business models, and hiring hiccups—and explains how he gained the confidence to lead with a servant mindset. Listen in as Timothy reflects candidly on what he wishes he knew starting out, and how his team leverages technology and AI to serve clients and stay efficient.   If you’re looking for the real story behind building a business from scratch—with all the ups and downs—don’t miss this conversation. Whether you’re a fellow entrepreneur or just love inspiring stories, Timothy’s insights and humor will keep you listening.

On this episode of Count Me In, Adam Larson sits down with Sharoon Thomas, founder of Fulfil, for a lively conversation about the unique accounting challenges facing direct-to-consumer (D2C) brands. Sharoon Thomas shares fascinating stories from his journey working with ERP systems and D2C brands, revealing why traditional spreadsheets just can’t keep up with today’s high-volume, multi-channel commerce.   Listen as they unpack everything from GAAP compliance, revenue recognition headaches, and how technology is shaping faster, more reliable month-end closes. Get practical insights on leveraging new ERPs and AI-driven reporting tools to simplify data chaos and boost your financial accuracy. Whether you work in accounting, finance, or operations—especially in the D2C space—this episode is packed with actionable advice and the kind of real-world examples you don’t want to miss.   Tune in and hear Sharoon Thomas’s candid take on what healthy financial operations look like and why teaming up with your operations crew might be the smartest move you make this year.

In this engaging episode, Adam Larson chats with Dr. Simone Ahuja about her remarkable career journey from dentist to documentary filmmaker, author, and creative problem-solving champion. Simone offers refreshing insights on how to be more resourceful at work, especially when facing limited resources and high demands. She shares relatable stories and simple yet powerful strategies for letting go of what no longer serves you at work, all while finding ways to foster true innovation and focus. With plenty of laughs and aha moments, this episode gives accounting and finance professionals, as well as anyone feeling stretched thin, practical tips to bring more clarity, intention, and creativity into their day-to-day. If you want energy-boosting ideas and real-world wisdom about tackling challenges and making impactful changes, you will love this conversation.

On this episode of Count Me In, Adam Larson sits down with John Glasgow, founder and CEO of Campfire, for a candid conversation about building a company and transforming finance teams with AI-driven ERPs. John opens up about the challenges of juggling parenthood and entrepreneurship, lessons learned from Y Combinator, and how his frustration with outdated financial software inspired him to create something better.   Whether you’re a finance exec, startup founder, or just curious about the future of accounting tech, you’ll enjoy Joh’s practical insights on prioritizing what matters, fostering innovation, and keeping up with the ever-changing landscape of AI. Hear firsthand how Campfire is rewriting the playbook for finance teams, why ruthless prioritization is John’s secret weapon, and which red flags to watch for when evaluating new tech solutions for your business.   Tune in for real stories, actionable advice, and a fresh perspective on leadership, tech, and the future of finance.

Get ready for an inspiring listen with author and founder of Busy Bee Advisors, Melissa Broughton, on Count Me In! Host Adam Larson sits down with Melissa as she shares her journey from watching her grandmother and mom work in bookkeeping to carving out her own path in accounting.   Melissa brings you inside her world, from falling in love with paperwork as a kid, navigating corporate life, and boldly leaping into entrepreneurship with Busy Bee Advisors. You'll hear candid stories about the highs and lows: growing too fast, building a team, and learning how to course-correct. Melissa opens up about adapting to remote work during the pandemic and how that shift sparked new opportunities for her team. She also talks about launching the One Hour Bookkeeper, a project that helps stay-at-home parents and military spouses build careers on their own terms.   Whether you're dreaming of starting your own business, seeking advice on managing growth, or just want to hear a real story about balancing family and ambition, this episode is for you. Grab your headphones, Melissa’s story is full of motivation, practical tips, and a reminder that there is always a way forward.

In this bonus episode of Count Me In, recorded live at Oracle NetSuite's SuiteConnect NYC, Adam Larson sits down with Sue Vestri, CFO at CRIO and a finance leader with a wealth of experience in startups, public companies, and private equity-backed businesses. Listen in as Sue shares real stories from her career, everything from wrangling accounting platforms for rapidly scaling teams to building a finance culture that embraces AI and continuous learning. Whether you’re curious about growing a finance team from scratch, navigating the complexities of SaaS billing, or keeping your organization future-ready, Sue’s practical perspectives and candid advice are sure to inspire. Perfect for finance professionals and anyone interested in how a modern CFO drives growth and innovation while building trust across the business.

Get ready for a fresh perspective on pricing in this engaging episode of Count Me In. Host Adam Larson welcomes behavioral pricing expert and Decision Alpha CEO Etinosa Agbonlahor to share how psychology, emotion, and real customer conversations can reshape the way businesses think about pricing.   Forget relying only on cost-plus formulas or spreadsheets. Etinosa brings stories from the field, insights from brain science studies, and practical advice for using behavioral principles to set prices customers will value. Find out why understanding what customers care about and how they actually make purchase decisions can help you stand out from competitors. Learn how to confidently raise prices when needed and avoid common mistakes when communicating those changes.   If you want your pricing to truly reflect the value you deliver, this episode has actionable tips, relatable examples, and fresh ideas worth hearing. Discover what happens when you combine financial know-how with a behavioral mindset, with guidance straight from Etinosa Agbonlahor.

Join host Adam Larson as he chats with David Frieder, Head of Corporate Payment Systems at US Bank, about his unique journey from college intern to leading payment innovation. David Frieder shares real stories on how banks build new products, why real-time payments are gaining momentum (and where they’re not), and the practical challenges of bringing new tech to traditional finance teams.   They cover everything from instant payments and AI-driven fraud prevention to what it takes to build trust and lasting relationships between banks and finance professionals. David also gives a behind-the-scenes look at how he leads his team with a focus on joy and purpose.   Packed with actionable insights and candid advice, this episode is a must-listen for anyone curious about the future of payments, technology in banking, and how innovation really happens in finance.

Ready for an inspiring career boost? In this episode of Count Me In, Adam Larson sits down with Isabelle Massaad, CFO at DSV, a global leader in transport and logistics. Isabelle’s story is anything but ordinary: she began her professional journey at just 17, driven by curiosity, grit, and a knack for finding patterns in chaos.   This conversation is full of practical advice and real stories—how Isabelle earned respect, led diverse teams, and transformed financial data into compelling business narratives. She opens up about what it means to be a transformative leader, the essential role of empathy in her leadership style, and why staying adaptable is crucial with so much rapid change in tech and AI.   Whether you’re just starting out or dreaming of the C-suite, you’ll find plenty of actionable takeaways on building soft skills, networking, and embracing lifelong learning. Dive in for an engaging chat and get a fresh take on the future of finance, leadership, and the constantly evolving world of transport and logistics.

Ready for a fresh take on career transitions in finance? Tune into this engaging conversation with Steve McNally, a seasoned CFO and former global chair, as he sits down with Adam Larson to share real-world insights on what it takes to navigate change and earn your seat at the table.   From jumping between Fortune 500 giants and small businesses to adapting to new roles and industries, Steve brings practical advice and lively stories—think learning operations on the factory floor and being the right-hand to the CEO. Discover why being inquisitive, building strong relationships, and developing real business acumen are essential for success. Plus, hear how staying curious and learning continuously keeps leaders ahead in a fast-moving world.   Whether you’re thinking about your next move or just want to hear what it’s really like behind the scenes, this episode packs in thoughtful tips and inspiration for every finance professional. Don’t miss it!

Get ready for an insightful and practical conversation on AI in exam prep with special guest Brian Hock, renowned exam prep expert and founder of Hock International. In this episode of Count Me In, Brian sits down with host Adam Larson to talk candidly about how artificial intelligence is shaking up the study process for professional certifications like the CMA and CSCA.   Bringing both his straightforward wisdom and a bit of humor, Brian breaks down the dos and don’ts of using AI tools for exam prep. He shares real-world examples of how students can get sidetracked by the endless stream of AI-generated questions and why understanding foundational concepts still matters more than ever. The conversation covers common mistakes, creative ways to use AI effectively, and how human experience and quality materials really make the difference.   Whether you’re prepping for an upcoming exam or just curious how technology is changing education, this episode is packed with hands-on advice, relatable stories, and clever insights. Tune in for a down-to-earth chat that will help you study smarter, not just harder!

On this episode of Count Me In, Anne DeTraglia, Chief Auditor at Sabre Corporation, sits down with Adam Larson for an engaging and honest conversation about leadership, career growth, and the art of feedback. Anne opens up about her unique career path, how she found her way into auditing, and what it really means to be a “united leader.” She candidly shares the challenges and lessons learned as she moved up the ranks, highlighting the importance of collaboration and building strong teams at every level.   You’ll hear practical stories and advice, from embracing feedback (even when it’s hard to hear) to finding the balance between authority and vulnerability. Anne discusses real leadership moments, like trusting her managers, letting go of the need to know everything, and even using AI to get creative with coaching. Whether you’re leading a team, starting your career, or just want to get better at giving and receiving feedback, this episode is full of relatable, actionable insights and a good dose of humor. Tune in for a refreshing take on what it means to grow and succeed as a leader.