Category: Uncategorized

Accounting firm growth can come in many forms, but if it is without purpose or specific planning, it may as well not happen at all. This was not only one of the main themes of the recent Digital CPA (DCPA) conference but also a wake-up call to anyone making decisions for their firms now and… Continue reading Growth Requires Intention

The new ingredient in tax and accounting platforms is AI, and Thomson Reuters has recently added agentive AI to its tax, audit, and accounting workflows. These newest offerings from Thomson Reuters are designed to expand the company’s agentic AI capabilities to automate routine tasks, increase efficiency, and potentially help accounting professionals rethink how they handle… Continue reading Thomson Reuters Adds AI Agents

As tax-centric accountants look to 2026, hopefully your tech stack is part of your decisions as much as which clients to keep or transition. This is a big impetus behind tax and financial advice platform maker Harness releasing an anonymous but (hopefully) impactful technology survey, all with a chance to win a $500 Amazon Gift… Continue reading New Year-end Tax Advisor Tech Survey

I pose this question to all firm owners, not only because I am full of fresh insights after attending the recent PE Summit, but also because a new reality has set into the accounting profession, and, like any change, it’s better to be prepared than to feel like it’s happening to you. Right now, the… Continue reading What is Your PE Plan?

I recently got to interview the inimitable Jody Padar, CPA, on behalf of Ace Cloud Hosting about how firms are utilizing AI agents to draft IRS responses, automate routine bookkeeping tasks, and free up time for strategic client engagement. She also explains why the transition to AI feels smoother than the early cloud movement and… Continue reading Building the Future-Ready Firm

One of my favorite things to do is to share what I’ve learned from speaking to accountants and leaders in this space. I got to do just that on Rob Brown’s Accounting Voices, giving a quick overview of the trends happening now and going into 2026.

Forwardly, the modern business payments platform for accounting firms and small to mid-sized businesses, has released an AI-native bill pay system, combining intelligent financial workflows, real-time payments, and deep accounting integration to modernize how businesses manage cash flow. The new platform expands the Forwardly Business Network, creating a shared ecosystem where vendors, clients, and accountants… Continue reading Forwardly Releases AI-Native Bill Pay

With technology permeating nearly everything an accounting firm does, it is imperative those tools, and the vendor relationships that come with them, evolve along with them. So, does one matter more than the other? It’s a question that’s been vexing me for some time, but having returned from the recent Intuit Connect event, it made… Continue reading Is Product Greater Than Partnership?

Anyone who knows me knows I enjoy sharing useful insights from others even more than my own. In this episode of Business Beyond Borders, host Laurence Whittam talks with Erin Daiber, founder of Well Balanced Accountants, about how CPA firms can better align people strategy, AI adoption, and leadership development through intentional planning and accountability.

Client Advisory Services may not be for everyone, but the number of firms of all sizes that factor CAS into their decision-making continues to grow. In this latest blog interview for Ace Cloud Hosting, I was offered my many decades’ worth of knowledge on how firms are reshaping their services to stay relevant and responsive… Continue reading Opinion: The Future of CAS