HeyJaredStrategy and the Virtual Controller
Your hosts Penny Breslin and Damien Greathead have more than 30 years of combined experience in the accounting industry. This podcast is to share their experiences of working in, and consulting to accounting and bookkeeping firms of all sizes, helping them grow.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Aug 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 30, 2026
Latest episodes
When Clients Drag You Down: Scope, Delays and Profitability in Client Accounting Services (opens the original)
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Building a successful client accounting services practice isn't just about choosing the right software or pricing model — it starts with the clients you choose and how openly you communicate with your team about what drives profit. In this episode, co-hosts Damien Greathead and Penny Breslin field listener questions on some of the most pressing operational challenges facing CAS firm owners today. The conversation opens with a deceptively simple question: how much should your team know about clie
AI in accounting - Team member or tool? (opens the original)
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AI in Accounting: Team or Tool? Is AI a team member, a tool, or both? In this episode, Damien Greathead and Penny Breslin dig into how AI is actually being used inside accounting and bookkeeping practices today — not in theory, but in the day-to-day. Penny walks through a real client cleanup project where she used Claude to turn a messy Excel breakdown into a client-ready proposal in minutes (and caught the AI's own math mistake along the way). The conversation moves into what this means for tea
Critical Thinking Is the New Billable Skill (And Most Firms Are Letting It Atrophy) | It's not just the Numbers (opens the original)
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Tax season looked different in 2026, and it's not just volume. In this episode, Damien Greathead and Penny Breslin unpack the real AI story inside accounting firms: a live test of Juno saved 25% of prep time, clients are submitting documents faster than ever, and AI meeting assistants are replacing manual notetaking. But the bigger conversation is about critical thinking. As AI handles more routine work, who's making sure your team can still spot the anomaly? Identify the conflict? Give a client
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