E66: Engineering the Modern Accounting Firm with Greg Capitolo of Attivo Partners

In this episode, Sasha Orloff speaks with Greg Capitolo, Co-founder and Partner at Attivo Partner, to discuss how fractional finance teams are transitioning from manual bookkeeping to AI-driven advisory roles, emphasizing the shift toward "real-time data-driven decision making" over traditional month-end closes.

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SPONSORS:

Notion

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RECOMMENDED IN THIS EPISODE:

https://www.linkedin.com/in/gregcapitolo/

http://www.attivopartners.com

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X/SOCIAL:

@sashaorloff (Sasha)

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TIMESTAMPS:

(00:00) Preview

(00:39) Intro

(02:07) Meet Greg Capitolo of Attivo Partner

(03:26) Who Attivo serves

(04:07) Why VCs recommend

(06:40) Founder trigger points

(08:50) AI outlook

(10:59) AI boosts advisory

(15:19) Creating 10x accountants

(19:51) Sponsors: Notion | Puzzle

(21:14) Pricing and billing shift

(23:41) Choosing AI tools

(27:06) Human in the loop

(30:22) Accounting needs accountants

(32:09) Real time data

(35:14) Tool evaluation framework

(38:54) Growth mindset future

(40:56) Wrap