Month: May 2024

The field of accounting, and being an accountant, have been challenged on many sides in recent years, none more so than the very act of being an accountant. In short, given the demand for new services and the growth in automation for nearly all “tasks,” what does accounting or being an accountant really mean anymore?… Continue reading Accounting Needs a ‘Rethink’ Not a ‘Rebrand’

In a recent Accounting Answers podcast hosted by Rob Brown, he asked me, and several other influential voices in the accounting community: Are business owners any closer to receiving proactive advice from accountants? You’ll hear insightful answers from myself and individuals: Roger Knecht | President, Universal Accounting Center. Author, Host, Father and Husband Russell Frayne… Continue reading The Proactive Path: Redefining Accounting in Business

In today’s talent-first environment, flexibility in where and when people work is a key component of being an employer of choice. But many leadership teams are struggling to develop a unified and consistent philosophy around remote and flex policies, and it shows in the inconsistent execution across departments and individual leaders’ engagements. To get to… Continue reading The Anytime, Anywhere Work Survey Returns

As many accountants know, one of the key frustrations in their work life, particularly at the busiest times, is staff and client communication and getting everyone on the same page. Sure, we know that often times, it’s on their end; not sharing with you exactly what you need when you need it (even after you… Continue reading How to Overcome Communication Breakdowns

It’s been a minute since I offered one of my missives about the accounting profession, but as most of you are likely looking back at what you’ve accomplished so far this year, I urge you to look even closer at where you are. Now I know, this seems pretty obvious and maybe a bit pedestrian.… Continue reading Don’t Look Back, Look at Where You Are

It has been widely publicized that the number of accountants needed to do the job has dwindled, as have the concerns over how to attract new talent to the profession. According to a new report, based on months-long surveys among state societies, educational institutions, and students, there is an action plan in the works to… Continue reading The Accounting Talent Shortage Gets an Action Plan

This is a piece written by Rory Henry, co-founder of AFO Wealth Management Forward, and author of the upcoming book “Holistic Guide to Wealth Management,” that features some quotes from me about the true value relationships have on accounting firm success.

Believe it or not, there’s a lot of good happening in the accounting profession. I recently spent time speaking with Chayton Farlee on his Accounting Conversations podcast about what they are and the key role of new accountants entering the field.

One of the key frustrations during tax season, and even after, is client communication and getting everyone on the same page. Often times, it’s on their end, not sharing with you exactly what you need when you need it (even after you sent your organizers and emails). But is there a better way to Both… Continue reading Overcoming Client Communication Frustration

It’s amazing what can be accomplished in a year, for any individual or organization. In this case, I’d like to draw attention to the efforts, and for some, the existence of the Accounting Alchemy Network (AAN). Back in March of 2022, Ingrid Edstrom, Alina Nikishina, and Mathew Heggem helped put AAN out into the world… Continue reading Big Change Comes With Deep Reflection