Whitley Penn Talks
Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject matter discussed during this podcast. The statutes, authorities, and other laws cited in this podcast are subject to change. This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.
Whitley Penn Talks
Tech-Driven Growth: Whitley Penn’s Strategic Use of Suralink and Technology
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Whitley Penn
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Season 6
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Episode 14
In this 55-minute episode, join Andy Hines, Audit Partner at Whitley Penn, and Legend Lee Chip Sao, Senior Customer Service Manager at Suralink, as they explore how Whitley Penn is leveraging technology, including Suralink, for intentional growth and enhanced client service. From Andy’s journey from intern to partner handling cultural shifts and driving efficiency with new technology, the discussion covers the firm’s evolving needs, growth mindset, and strategic technology partnerships. Discover the key drivers of their success, including the importance of aligning technology with firm initiatives and the potential pitfalls to avoid. Tune in to learn how technology is shaping the future of the accounting industry.