Category: Uncategorized

It’s never easy discussing the demise of someone else’s dream, which is what often happens when you see once hopeful technology companies like Botkeeper end their time. But when you have been overseeing business technology as long as I have (and really, any notable length of time), you see your share of once-bright stars go… Continue reading R.I.P. Botkeeper

In accounting and business in general, we often live in our calendars; if it’s not scheduled, it doesn’t get done, right? Yet we don’t take advantage or schedule enough time for ourselves. This is why I’m saying that your next Out of Office block should be for yourself. For too many years I’ve heard overwhelmed… Continue reading Make OOO Equal YOU

I honestly don’t recall the last time I wrote a book review, if ever. This is testament to why I felt compelled to share my thoughts on the recently published ‘Scale With Purpose,’ The Service Entrepreneur’s Guide to Intentional Growth, composed by Jason M. Blumer, CPA, and Ian Vacin. It is great to see so… Continue reading Review: Scale With Purpose

Control. It is the single thing that will help separate tax and accounting professionals from the dread, stress, and very concept of “busy season,” and it all starts with establishing and committing to your own rules. Your clients react to deadlines and other rules set outside of working with you, but until you step in… Continue reading Commit to Your Rules

It’s as common as breathing. You cannot discuss accounting without bringing up “The Work” — how much there is, too little time and too few to do it, and of late, how technology may replace it. The real question is, what is ‘work,’ and more importantly, how can it change for you? Not a month,… Continue reading What is ‘Work’ in Accounting?

If I’ve said it once, I’ve said it 1,000 times and will until I’m blue: if you want to succeed in accounting, community is essential and there’s no better place to find your people than at a live event. Fortunately, there are plenty of them to choose from. Unfortunately, having to make that choice, budget… Continue reading Find Your Accounting People in ’26

Prep work is in full swing this time of year for tax professionals, and the myriad tips and suggestions on what can make the “season” smoother for you can be staggering. I weigh in with 3 solid suggestions here based on my conversations and listening to you all.

I always enjoy promoting (comparatively) new voices, not just my own, and in this case I am honored to share Well Balanced Accountants CEO Erin Daiber’s interview on The Disruptors. Here, she expertly dives into how, for the sake of their own growth, CPAs need to be more strategic and way more proactive in their… Continue reading Succession as a Growth Strategy

Throughout my time overseeing the accounting profession, one constant has been how little control practitioners feel over their work lives. This, at its core, needs to and can change, especially with where technology is at and is going. All of you need to decide to take that control and make this the year it finally happens. The… Continue reading Make This the Year of Control

In this very pointed conversation with Maanoj Shah of Finsmart Accounting and the Smart Outsourcing Talks podcast, we discuss how technology has reshaped accounting, why “slow” is now relative, and what firms must do to stay relevant because the future has arrived.