May 27, 2026 – Patrick Ball, Intuit Leader and Technology Advisory Director at Aprio, joined the Fancastic podcast with host Christine Triantos to discuss the evolving role of client accounting services (CAS), technology adoption, and the human side of building a successful advisory practice.
Patrick shares his perspective on how firms can modernize their technology stacks and thoughtfully adopt AI while maintaining a strong focus on people. He emphasizes the importance of upskilling teams, strengthening vendor relationships, and aligning technology investments with both client needs and internal processes.
He also outlines how Aprio has structured its technology advisory function to support CAS clients, tax engagements, and broader firm initiatives, creating a more integrated and scalable approach to service delivery.
To listen to the full episode, visit Fancastic on Spotify.