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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.

Any opportunity to speak with the great resource and human that is Geni Whitehouse, CPA, is a gift. In this instance, Geni and I got into it about what trends are already shaping accounting and will likely drive it forward.

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