Artwork

Content provided by Liudmila Kisialiova. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Liudmila Kisialiova or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

40 - The Financial Co-Pilot: How AI is Changing the Game for Business Decision-Making with Fiscal Advocate's Jon Morris

13:49
 
Share
 

Manage episode 495000921 series 3521259
Content provided by Liudmila Kisialiova. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Liudmila Kisialiova or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Your host, Liudmila Kiseleva, talks with the CEO of Fiscal Advocate, Jon Morris. Jon discusses his transition from founding a successful digital marketing agency to launching a tech-driven finance management company for service-based businesses.

He explains how Fiscal Advocate’s software, Engine BI, supports budgeting and forecasting, and previews their upcoming AI tool, “Jim,” designed to enhance financial decision-making. The conversation covers data security, client success stories, and the company’s focus on helping mid-sized firms optimize their finances through technology and expertise.

To learn more about Jon's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Liudmila's work? Check out her website HERE.

  continue reading

40 episodes

Artwork
iconShare
 
Manage episode 495000921 series 3521259
Content provided by Liudmila Kisialiova. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Liudmila Kisialiova or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Your host, Liudmila Kiseleva, talks with the CEO of Fiscal Advocate, Jon Morris. Jon discusses his transition from founding a successful digital marketing agency to launching a tech-driven finance management company for service-based businesses.

He explains how Fiscal Advocate’s software, Engine BI, supports budgeting and forecasting, and previews their upcoming AI tool, “Jim,” designed to enhance financial decision-making. The conversation covers data security, client success stories, and the company’s focus on helping mid-sized firms optimize their finances through technology and expertise.

To learn more about Jon's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Liudmila's work? Check out her website HERE.

  continue reading

40 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play