Month: June 2024

The narrative around the accounting profession may seem bleak, given its highly publicized pipeline woes. However, a new Intuit survey found that firms that are able to keep pace with technology trends may help stave off any hiring or efficiency issues they may have. The survey of 700 accountants in the US underscores the critical… Continue reading Survey: Tech Adoption Critical to Accounting Pipeline

Much has been written and studied about accountants leaving the profession, and the dwindling “pipeline” of new professionals coming in, with “burnout” being one of the key factors. But is it? Randy Crabtree, CPA’s company, Tri-Merit Group and I intend to find out, starting with a new survey that looks into just what accountants’ work… Continue reading Survey Looks at Accountant Work Life

Every so often, I get quoted in very timely, informational blogs. This most recent one, posted by Ace Cloud Hosting, focused on the myriad things accountants can do on social media, and marketing in general, to attract new clients.

Who you are and what you stand for as a firm can mean a lot of things, but if you aren’t explicit about what exactly it is you are about, you may as well say nothing. I know, this is a bold statement, but over the years I’ve heard the term “firm culture” tossed around… Continue reading Does Firm Culture Still Matter?

I got to chat on one of my favorite accounting podcasts, Grow My Accounting Practice, about one of my favorite topics: how the very act and profession of accounting are progressing and what it may take to continue on that path. Ron Saharyan, Mike Michalowicz, and I got real about it all and, of course,… Continue reading Essential Changes for Accounting Progress

I always love a good discussion about moving the accounting profession forward, and my recent chat with Jeffery Cronin of Tax1099.com and the CPA Transformation Podcast was a true pleasure. On the podcast, we covered all manner of issues facing the profession, and we got real about what it’s going to take for it to… Continue reading What Accounting Needs to Grow

One of the narratives swirling around the accounting profession lately has been about the need for a better story to be told about being an accountant. In my view, the issue runs deeper than just better PR. It lies at the core of what being an accountant is really like. In other words, if the… Continue reading Have a Better Story to Tell

Whenever processes in the business of accounting become more streamlined, it’s usually a good thing. Such is my thinking on the latest union between AR automation service providers QuickFee and tax and accounting engagement letter creators Knuula. The news itself was in time for one of the biggest tax, accounting, and finance events of the… Continue reading The Automation of Engagement to Cash