Edwine Alphonse shares how her journey from aspiring novelist in Haiti to first accountant at high-growth companies like Circle and Ramp shaped her unique approach to financial storytelling. She discusses why accountants should embrace their power as business storytellers rather than letting finance teams take the lead, and explores how AI can free accountants from "silly work" to focus on strategic analysis and relationship building. Edwine also reveals her mission to help startup accountants recognize their untapped potential and build the operational foundations that enable company growth.

• (00:00) - Introduction and Welcome
• (01:17) - Edwin's Career Journey
• (11:19) - Life in Haiti and Cultural Reflections
• (18:16) - The Value of Accounting in Career and Immigration
• (22:11) - Storytelling in Accounting
• (26:54) - The Value of Accounting in Business
• (27:50) - Challenges and Opportunities in Strategic Accounting
• (29:52) - Introducing Your Startup CPA
• (31:05) - Helping Founders and Startups with Accounting
• (41:01) - The Role of AI in Accounting
• (49:07) - Reflections and Future of Accounting

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

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Launch the course on Earmark to get free CPE/CE for listening to this episode.

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Jason Berwanger, CEO and co-founder of Hubify, joins Isaac to discuss why the accounting industry needs to focus on bulletproof automation before jumping into AI solutions. Drawing from his experience leading financial systems through Root Insurance's IPO and now serving high-volume PLG companies like Strava, Jason explains the critical difference between deterministic and probabilistic problems in finance. The conversation covers the challenges of building sustainable accounting tech companies, why venture capital approaches often misalign with accounting buyers' risk tolerance, and how the industry can avoid the pitfalls of "tourist" founders who lack real practitioner experience.

• (00:00) - Introduction and Welcome
• (00:44) - Meet Jason Berwanger: CEO and Co-Founder at HubiFi
• (01:55) - Jason's Journey in Accounting and Technology
• (06:14) - The Intersection of Finance and Data
• (08:19) - Becoming an Entrepreneur in Accounting
• (12:14) - Advice for Aspiring Accounting Entrepreneurs
• (16:24) - The Role of Venture Capital in Accounting Tech
• (24:16) - Automation and the Future of Accounting Jobs
• (28:23) - The Strategic Role of Accounting and Finance in the Era of AI
• (31:36) - The Pyramid of Finance Systems
• (35:47) - Deterministic vs. Probabilistic Solutions in Finance
• (42:35) - The Importance of Long-Term Sustainable Solutions
• (49:09) - Future Trends in Order to Cash and Automation

Connect with Jason
https://www.linkedin.com/in/jason-kyle-berwanger

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Get NASBA Approved CPE or IRS Approved CE
Launch the course on Earmark to get free CPE/CE for listening to this episode.

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

Join Trullion CEO, Isaac Heller and Director of AI, Shlomo Agishtein for a behind-the-scenes look at the launch of Trulli—a new agentic AI platform built from the ground up for finance professionals.

Watch the discussion
https://youtu.be/DpUyLFHAxq8

Learn more about Trullion
https://trullion.com

Connect with Isaac Heller
https://www.linkedin.com/in/isaacheller

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the AI: Accounting Intelligence podcast in your favorite podcast app!

This podcast is a production of the Earmark Media