Month: November 2024

For more than a decade, the Digital CPA (DCPA) conference produced by CPA.com has been one of the last live events CPAs attend before the year ends. It has always tried to offer a view into where CPA firms and related trends are headed in terms of practice and technology, and I am attending this… Continue reading What I’m Expecting at DCPA

As our non-work calendars turn yet again to that time of year we collectively refer to as “The Holidays” and homes and tables are prepared to greet friends and family, it is also time to look at how you will prepare your business for the coming year. Whether you are looking to welcome in new… Continue reading How Are You Preparing Your Practice Table?

Back in 2016, when I was at AccountingWEB, I was fortunate enough to share my observations on the accounting profession with the folks at Karbon during the annual Scaling New Heights event in the Bahamas. Are my views still relevant? Have a look:

Much like the country we live in, for as long as I’ve overseen the accounting profession, there has been a clear division among accountants. It is, specifically in opinions among CPAs—and accountants in general—on the usefulness and importance of the AICPA. Now, with the first regime change in 30 years, the individual and entity he’ll… Continue reading Opportunity Awaits Incoming AICPA CEO

Toda,y TaxPlanIQ, a provider of tax planning software for tax and accounting firms, launched the ROI Method of Value PricingTM Calculator, a free tool designed to empower tax and accounting firms to price advisory services like tax planning and CFO support based on measurable client outcomes. For existing TaxPlanIQ subscribers, this value-based pricing tool is… Continue reading New Tax Planning Workbook and Value Pricing Calculator

Anyone that knows me is familiar with my views on, not only live events but in the importance of accountants connecting with one another in general. One of the people I got to meet in person at a live event and who became a good friend and source of knowledge was Dawn Brolin, CPA, CFE.… Continue reading What Community Can Do for Accounting

Unless you’ve been under a rock in the accounting profession, you know that Intuit—makers of some of the most widely used tax and accounting products on the U.S. market—has caused quite a stir within the profession in recent weeks, making some wonder where they stand with the software giant. For quick review, a growing number… Continue reading Where Intuit is at With Accountants

Man, did we get into it about Intuit, and accountant-vendor relations in general on the latest episode of ‘Nerd’s Guide to the Galaxy’ with the incomparable Seth David. I don’t demand much, but you Have to listen/watch this one!

It’s hard to make a move in accounting without hearing about AI’s role in it, now and in the future. During Accounting Today‘s ‘Firm Growth Forum,’ I was fortunate to discuss the issue with a wide variety of sources and viewpoints on the matter.