Kenny Lloyd explains why law firms buy legal tech fast and implement it slowly and the two questions that separate a tool that pays off from one that sits unused. He and Frank get into what makes an API actually usable, why cutting intake-to-retainer time is a revenue story and not just a time-savings one,…

Annette Hopper and Levi Hammett of Full Scope Solutions explain why family office infrastructure built in silos works well until it doesn’t and what breaks first when a key person walks out the door. They make the case for owning your data, documenting the entities nobody touches, and outsourcing the busy work so your best…

Fractional COO Kristy Monahan explains why most accounting firms never build operations on purpose and why layering software on a broken process only magnifies it. She breaks down what separates a real SOP from a checklist, how documenting the work nobody thinks to document turns manual tasks into sellable products, and why a firm built…

In this episode, Frank Tumminello interviews Ian Vacin from Karbon to explore how integrated practice management and compliance solutions can transform accounting firms. They discuss the importance of automation, data transparency, and strategic partnerships in driving profitability and firm valuation.

In this episode of the Fileforms Business Compliance podcast, Frank Tumminello and Pierce Brehm discuss the critical role of partnerships in business growth, particularly in the HR tech space. They explore the importance of leveraging ecosystems for partner selling, the different types of partnerships, and the mindset required for successful collaboration. The conversation also delves…