Selling the Stack: Tyler Caskey, Partner at TheBeanCounters

FP&A Today

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/