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We specifically spoke with Bryan Cohen, CPA, a partner at Jameson & Co. who gave a candid account of how his practice runs and the importance of using the tools they do in the way they need to.

Here’s my very engaging (if I do say) chat that I had with Ganesh Ranganathan, CEO of Integra Global Solutions on his Bottomline Accountant podcast. We got into it about the changes the profession needs, their current and evolving role in business and economy, and of course the importance of live events for essential networking… Continue reading Podcast: Embracing Change, the Future of Accounting

The death knell for Intuit’s QuickBooks Desktop has been sounded before, perhaps not as loudly as recent news would indicate. So, what does it mean? For those that haven’t seen, or heard, here’s the official notice. On Thursday Nov. 30, 2023 Intuit posted this notice on its Firm of the Future product update page and… Continue reading Beginning of the End for QuickBooks Desktop?

Working “in the cloud,” by and large, has become commonplace and just how work is done for accountants. But there comes a point where you just want to have one place to go for everything you work on as it can become untenable and, let’s be honest, not as secure as any application on your… Continue reading How to Choose a Managed Service Provider

This was a great panel discussion I participated in during Accounting Today’s ‘Firm Growth Forum,’ where Heather Satterley and I shared best practices and new ideas on what and how to automate successfully.

Rob Brown and got into it on the Accountant Influencers Podcast about the current state of the accounting profession, as well as the increasingly tenuous, but essential relationship they have with vendors. 

With all that can be automated, what is an accounting firm leader to do when it comes to prioritizing the tasks that need it most? Check my article in Karbon Magazine to find out what to prioritize today!

And the beat goes on. The drum of AI in accounting continues to roll with one of the latest iterations showing up in tax prep work as Thomson Reuters has unveiled new AI-driven tax product capabilities. At this month’s SYNERGY event, the company revealed how it is building generative AI-powered capabilities into its tax products,… Continue reading AI Making Headway in Tax Automation

I had the pleasure of being a guest on Roger Knecht, president of Universal Accounting Center’s podcast ‘Building the Premier Accounting Firm.’ We got into it about the value of live events, debating the growth of advisory services, our views on AI and where this profession is truly moving.

This recent LinkedIn Live chat with Loren Fogelman takes a good dive into how current trends and conditions are impacting you as a CPA, EA or professional bookkeeper.