FP&A Today
FP&A Today
Glenn Hopper
Selling the Stack: Tyler Caskey, Partner at TheBeanCounters
59 minutes Posted Aug 20, 2024 at 11:35 am.
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Show notes
CFO and Partner, Tyler Caskey loves hunting down and automating manual processes, installing better systems, and redesigning how information is gathered. He adds: “On average I can cut 40% of the time cost out of most finance and payroll teams within 12 months. And with the 40% saved time they can significantly reduce error rates and start to show their true value.”
In this episode Tyler talks to Glenn about some of his experiences working with teams from New Zealand, Australia, the US, UK and Europe.
This episode covers:
Getting dropped into audit in KPMG New Zealand before discovering a  “love for helping messy clients”
Nonprofits and the finance of Movember getting up to 3000 transactions per day 
How to sell the change of system stack 
SAP vs Xero vs QuickBooks 
Tech upgrades ahead of a liquidity event
How I have seen PE destroy the culture of the business (and some good experiences)
Sharing scars and war stories from PE 
My finance horror at a restaurant business and why I walked out 
CFOs and sniff testing the budget
How we are using AI in finance and budgeting  
My experience being a CFO in the wild recruitment business 
How finance can prepare themselves to make informed tech decisions
Involving junior team members on projects
Basketball meditation and wellness  
Connect and chat with Tyler on LinkedIn https://www.linkedin.com/in/tylercaskey/