Month: September 2023

At the end of this Accounting Today report on top accounting apps, I give my views on a few that I thought were doing accountant outreach and connection right.

Accountants these days are facing adversity on all fronts. I was honored to be a part of the Sage Thought Leadership podcast with Ed Kless to discuss what I see are the most challenging aspects of being in this profession.

Email has always been an albatross of sorts for firms. Most firms use it as their primary source of communication and are under the belief that they are “secure” if they use encryption. Add in the fact that is actually illegal to have personally identifiable information (PII) on your machine and it all equals one… Continue reading Accountants are Doing Email Wrong

There’s often too much emphasis placed on ‘growth’ for accounting firm owners. For some, it’s essential, for others it may not be the best decision. Accounting Today’s Editor Dan Hood and I get into it on a recent podcast about you guessed it…growth.

This was a great podcast I did with AFO Wealth Management Forward’s Rory Henry and Tallyfor founders Ben Wen and Peter Wen, really getting into the early discussions around ChatGPT in accounting and business in general.

From my first piece in The Woodard Report, collective thoughts from accountants about current views on AI in the profession.

Part of my platform here is to also share work that I’ve done and messages that mean something. While this article is over a year old at this writing, the findings and message in it are still well on display and need to be taken seriously by the profession. Thank you AccountingWEB for the opportunity… Continue reading Avoiding Awkward Client Conversations is Costly

I’ve said this in a multitude of ways, in other articles and live chats and conversations, but I think it’s time to spell it all out. I want to say things that need said about this profession and its future. I am of course referring to the wonderful people that comprise professional accounting, which include… Continue reading Thoughts on the Future of Accounting

You knew it was coming, but ever since the latest iteration of artificial intelligence hit the accounting scene it was a foregone conclusion it would find a variety of homes in commonly used accounting products. Such is the case with Intuit’s latest offering Intuit Assist. Let’s be clear, the product isn’t quite AI like ChatGPT… Continue reading Don’t Fear the Intuit Assist ‘AI’