The HABU Accelerator Podcast

Ep016: Managing the Client Revenue Cycle with Aiwyn

November 9th, 2023  •  28 mins 19 secs  •  Download (19.8 MB)  •  Link with Timestamp

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On this episode of the Advisory Accelerator Podcast, I connect with Pat Morell, the Chief Revenue Officer at Aiwyn, to discuss how his firm partners with CPA firms to help better manage their client revenue cycle.

I learned how Aiwyn's system taps into legacy management platforms while innovating with solutions like engagement letters. Pat elaborates on drastically reducing administrative tasks and increasing billable hours.

With nearly 80 customers and strong reviews, Aiwyn is achieving success. However, what was most reassuring was Pat's emphasis on data security and reliable service.

Take a listen to learn more about what it takes to accelerate your firm's advisory practice.