About the Episode

Digitalization is no longer just about technology.

For accounting and consulting firms, it has become a key way to manage growing workloads, increasing administrative requirements, and higher client expectations without continuously expanding operational capacity.

In this episode of the Essence Podcast, we discuss how to connect data, processes, and business systems into a single environment. We explore the limitations of spreadsheets, disconnected applications, and manual workflows, and explain how modern ERP solutions help companies gain better visibility, improve efficiency, and make better business decisions.

The guests of this episode are Michal Babák from the MxB consulting group and Patrik Herzán from Essence Business Solutions, who share practical experience and real-world examples of digital transformation projects.

What you will learn

• why digitalization is becoming essential for accounting and consulting firms

• how to connect emails, tasks, invoicing, and timesheets in one environment

• how to automate repetitive administrative activities

• how digital mailboxes and document workflows can save time

• why real-time data is critical for business decision-making 

• how reporting and dashboards provide better visibility 

• where companies lose time due to disconnected systems and data siloss

• how to start digitalization step by step

Who this episode is for

• owners and management of accounting and advisory firms

• heads of accounting, tax and audit teams

• anyone slowed down by manual administration and re-entering data

• teams currently working with Excel, emails and separate applications

• managers who want a better overview of projects, timesheets and invoicing

• anyone considering digitalisation who does not know where to start

What you will gain

• inspiration from the real-world experience of the MxB advisory group

• an idea of how to connect client communication, tasks, timesheets and invoicing

• an overview of how automation can save time for the whole team

• insight into how Power BI and Copilot help with data

• practical recommendations on how to start digitalisation in small steps

• confidence that digitalisation is not just about the system, but above all about people and processes