Month: March 2025

It seems like something Intuit would have had by now, but this week they announced Tap to Pay for its QuickBooks Online customers in the U.S., enabling acceptance of in-person contactless payments for the iPhone. These transactions sync directly to their QuickBooks Online account, allowing them to manage and reconcile these payments and keep their… Continue reading QuickBooks Enables Tap to Pay on iPhone

How I got on two amazing podcasts in one week is a mystery, but joining the Unaccountable Podcast boys to chat about the accountant brand, and participate in their gameshow format in the process, was a true gift. Do listen/watch!

In a recent episode of The Accountant’s Flight Plan, I had the pleasure of chatting with Brannon Poe of Poe Group Advisors to discuss the modernization of accounting firms, the talent shortage, and why more professionals are rethinking the traditional firm model.

Former AICPA CEO Barry Melancon remains active in the business community, as he recently became a strategic advisor for 4impactdata, which touts itself as a “business GPS” company. By continuously monitoring key performance indicators, predicting potential risks, and recommending proactive steps based on insights from thousands of businesses, 4impactdata’s platform empowers organizations to not only… Continue reading Melancon Becomes Advisor to 4impactdata 

Whether you are ready for AI to be in your professional lives or not, the fact is this next level of automation is here to stay, and it is time to get comfortable with some aspect of it. But at issue isn’t so much why so much as it is what makes the most sense… Continue reading Explaining AI to Accountants

It’s time I spoke to all of the folks looking to partner with accountants to say, implicitly, that while timing may matter in many aspects of marketing and sales; for accountants, how you approach them is even greater than when. The common thinking for those marketing to accountants is that they don’t really pay attention… Continue reading How Matters More Than When in Marketing to Accountants