Author: Seth

I was honored to produce this white paper for Allinial Global entitled ‘Empowering Our Leaders to Innovate and Sustain Future-Fit Firms.’ It was based on an intensive think tank meeting of future accounting profession leaders, who got real about what it will take for firms, and the profession as a whole, to evolve and maintain… Continue reading How Future Leaders See Their Future

Practice management in tax and accounting has not been the easiest nut to crack, often fraught with issues and features accountants don’t necessarily use or can’t sync right with what they need. Some, however, have been able to grow in this space and even regain some trust in PM. Recent investments in platforms such as… Continue reading Is Practice Management Having a Moment?

It shouldn’t be lost on any accountants right now, with Tax Season largely in the rearview, that now is the time to consider what investments you will make in your practice, in your life, and in your work to see the returns you want. Now, to be clear, when we talk about “investment,” by its… Continue reading 3 Things for Accountants to Invest in

What you put into life and work matters, even more so, I have personally found, when it comes to making connections and growing my business. So for me, my currency is trust, and my investment is in authenticity. Now, I’m not here to say what yours should be; far be it from me to “should”… Continue reading What is Your Currency?

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!