Close Encounters: Behind the Balance Sheets

FloQast
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Close Encounters: Behind The Balance Sheets takes you behind the scenes at FloQast, where former accountants and Sales account executives share a mix of professional insights, personal stories, and lighthearted humor. Tune in for candid conversations that showcase FloQast's collaborative culture and the people bringing it to life.

Episodes

  1. Apr 6

    The Problem With 'Trust Me' AI — How to Make Accounting Automation Repeatable & Auditable | CE Ep. 3

    In this episode of Close Encounters, host Michael Olshove (Director of Enterprise Sales, FloQast) sits down with Dan Carr and Billy Klein — both Senior Solutions Consultants on the FloQast Transform team — for a candid conversation on AI adoption in accounting, career pivots, and what the close process might actually look like in five years. Billy opens up about his full arc: external auditor, startup accounting roles, getting rejected by FloQast on his first application, and eventually landing as one of the key people shaping FloQast Transform, the company's AI agent-builder platform. Dan brings his internal audit background to the table, sharing how the intersection of internal controls and AI is at the heart of what makes FloQast's approach different. In this episode: Dan & Billy's paths from audit to AI solutions consulting Why "by accountants, for accountants" is more than a tagline — and why it matters in implementations FloQast's ML roots dating back to 2019 Real customer use cases — including a chicken inventory valuation agent and a Seinfeld-inspired bottle deposit automation Imposter syndrome when transitioning from accounting into a solutions/sales role The one-click close debate: what's realistic, what's marketing, and what the fully automated close actually looks like 🔗 Learn more about FloQast Transform: floqast.com

    54 min

  2. 10/27/2025

    Travel Chaos & AI Insights

    Join Michael Olshove and Dan Carr for Episode 2 of “Close Encounters: Behind the Balance Sheets,” where accounting meets real life, and business gets personal! In this candid and entertaining conversation, Michael and Dan dive into: - The journey from internal audit to customer-facing consulting - The surprising overlap between auditors and salespeople - How remote work and travel have changed the way we build relationships (with plenty of wild travel stories!) - The evolving role of AI and automation in accounting and finance - Why building trust and understanding personalities is key to success in the industry - Whether you’re an accountant, auditor, sales pro, or just love a good story about airports, golf, and hot dog-themed houseboats, this episode is packed with insights, laughs, and practical advice. Don’t miss out—subscribe for more behind-the-scenes looks at the people and ideas shaping the future of finance!   #accountant , #accountingsoftware , #accountingsolutions #cpa , #cfo , #financialaccounting , #accountingtips , #audit , #finance , #technology , #companyculture , #ai , #work, #workplaceculture,

    1h 13m

  3. 07/08/2025

    Sales, Solutions, and Shenanigans

    Close Encounters: Behind The Balance Sheets takes you behind the scenes at FloQast, where former accountants and Sales account executives share a mix of professional insights, personal stories, and lighthearted humor. Tune in for candid conversations that showcase FloQast's collaborative culture and the people bringing it to life.

    54 min
  • 3 Episodes

About

Close Encounters: Behind The Balance Sheets takes you behind the scenes at FloQast, where former accountants and Sales account executives share a mix of professional insights, personal stories, and lighthearted humor. Tune in for candid conversations that showcase FloQast's collaborative culture and the people bringing it to life.

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