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Making your finance team more efficient

KongBasileConsulting and Airbase team up again, joined by a corporate tax expert from Price Wittrock, to help you make some decisions about how and where to best leverage external resources for accounting and financial advisory work.
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About this webinar.

A recent survey of 745 finance and accounting professionals, found that 26% outsource bookkeeping and 50% outsource accounting advisory services. We’ll dig into the survey data that also includes outsourcing financial accounting, FP&A, CFO advisory support, and tax, to help you benchmark your company. We will also cover the key service areas that are available, and discuss the advantages and disadvantages of using external resources for each one.

Learning objectives.

  • Best practices for leveraging external resources for accounting and financial advisory work.
  • Benchmark reporting by company size and industry.
  • Learn the advantages and disadvantages of using external resources in key finance areas.

About the speakers.

Jackie Price

Jackie Price

Managing Partner at Price Wittrock CPA

Jackie Price has more than 25 years of tax and accounting experience in private industry and public accounting, the last 18 years in corporate tax. She is currently the managing partner at Price, Wittrock CPA firm, that advises corporations on tax matters and related financial accounting.

Carolyn Basile

Carolyn Basile

Principal at KongBasileConsulting

Carolyn is a Big 4 CPA and Senior Finance professional with over 25 years of experience in accounting, financial planning and analysis, financial due diligence, acquisition integration, internal and external financial reporting and SOX. She held various positions at eBay Inc., CFO at StubHub, Sr. Director of Corporate FP&A, and Director of PayPal Accounting Operations. She also spent 10 years at PricewaterhouseCoopers LLP in the audit, and transaction services group in San Jose, Milan & Minneapolis.

Stanley Kong

Stanley Kong

Principal at KongBasileConsulting

Stan is a Senior Finance Professional with 25 years of experience in accounting, internal and external financial reporting and process/controls. Prior to KBC, he was the first finance hire at Airbnb, where he helped scale Finance, Customer Services, and HR amid their dynamic growth. Prior to KBC, he held two different roles at eBay Inc. over a 7 year period. He also spent 8 years at PricewaterhouseCoopers LLP in the audit practice in San Francisco.

Darcie Lamond

Darcie Lamond

Director of Brand at Airbase

Darcie Lamond is Director of Brand at Airbase, responsible for content creation and messaging, and has 25 years of experience in finance and marketing. She began her career in the Treasury Department at Bank of America, focused on capital markets transactions. Her time in banking included a Senior VP role heading the marketing and trading of currency and interest rate derivative products globally for First Chicago (now Chase). She served as Partner, CSO, and CFO for a marketing agency, giving her hands-on experience in day-to-day operations and managing the company’s finance and accounting.

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