Month: November 2023

Working “in the cloud,” by and large, has become commonplace and just how work is done for accountants. But there comes a point where you just want to have one place to go for everything you work on as it can become untenable and, let’s be honest, not as secure as any application on your… Continue reading How to Choose a Managed Service Provider

This was a great panel discussion I participated in during Accounting Today’s ‘Firm Growth Forum,’ where Heather Satterley and I shared best practices and new ideas on what and how to automate successfully.

Rob Brown and got into it on the Accountant Influencers Podcast about the current state of the accounting profession, as well as the increasingly tenuous, but essential relationship they have with vendors. 

With all that can be automated, what is an accounting firm leader to do when it comes to prioritizing the tasks that need it most? Check my article in Karbon Magazine to find out what to prioritize today!

And the beat goes on. The drum of AI in accounting continues to roll with one of the latest iterations showing up in tax prep work as Thomson Reuters has unveiled new AI-driven tax product capabilities. At this month’s SYNERGY event, the company revealed how it is building generative AI-powered capabilities into its tax products,… Continue reading AI Making Headway in Tax Automation

I had the pleasure of being a guest on Roger Knecht, president of Universal Accounting Center’s podcast ‘Building the Premier Accounting Firm.’ We got into it about the value of live events, debating the growth of advisory services, our views on AI and where this profession is truly moving.

This recent LinkedIn Live chat with Loren Fogelman takes a good dive into how current trends and conditions are impacting you as a CPA, EA or professional bookkeeper.

This may seem like a given statement. After all, accounting professionals are human and all humans are unique. But as professionals, the impression has long been one thing. One of a very staid or subdued, somewhat introverted or socially awkward individual that may only display excitement around numbers, spreadsheets and data in general. Clearly this… Continue reading CPAs and Accountants Can Be Unique

Data security threats have become like living on the U.S. coastlines, it’s not a matter of if you will be hit by a big storm, it’s when and, moreover, how prepared are you to handle it? Having a written plan is good, but really just table stakes at this point. For the sake of your… Continue reading How CPA Firms Can Mitigate Cybersecurity Risk

Through all of my years covering the profession, year in and year out the largest blocker for most firms (which happen to be of the smaller variety) is time.