Author: Seth

For too long, a separation has existed between CPAs and accounting professionals in general and wealth managers, each “staying in their lane” when they should have been partnering all along. After all, it’s about the client relationship, and the greatest return on that relationship is the value you provide. In this webinar, hosted by AFO… Continue reading How Accountants Can Embrace Wealth Management

Admittedly, this is a bit of a loaded question; however, some things are in your control, namely how you live and work as a tax and accounting professional. So, what’s going to change in your world “post-season”? Like New Year’s, birthdays, or entering a new season like spring and summer, there’s a mental and even… Continue reading Will Your World Change Post Tax Season?

Last year, Tri-Merit founder Randy Crabtree, CPA, HB Publishing’s Hank Berkowitz, and I created the first Accountants Annual Professional Satisfaction Survey and finally have the full report available as we prepare to launch the next one! Our survey revealed surprising insights into the reasons accountants are leaving their roles—and even the profession itself. Contrary to… Continue reading Understanding Job Satisfaction in Accounting

Chaos, pure and simple, surrounds the present and future of the Internal Revenue Service. However, this post isn’t meant to spark any political debate, but rather true discourse over what tax and accounting professionals believe an ideal IRS could be. Granted, I sit on the sidelines; I observe and comment. I’m not on the phone… Continue reading What Does an Ideal IRS Look Like?

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