We hear and see it every year. Tax pros and accountants alike are going through this annual waterboarding of sorts called “busy season,” swearing each year this will be the last one like this. So, when will it be? No one wants burnout, or worse. And, I will profess, the business world needs accountants; it’s… Continue reading When Will ‘Enough’ Actually Be Enough?
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The End of the 10-Year Plan
The very nature of running and growing an accounting firm has changed. Moreover, given the technological and environmental landscape, it is difficult to imagine a firm, or any business, that can realistically plan out even five years, let alone the former standard of the 10-year plan. Now, I’m not saying firms can’t have a vision… Continue reading The End of the 10-Year Plan
Acuity Founder Joins Basis
Basis, makers of an AI agent platform for accountants, have hired accounting industry leader Kenji Kuramoto as Managing Partner-in-Residence. In this newly created role, Kuramoto is working full-time to help accounting firms capitalize on the opportunities of the AI era: shaping the Basis platform, bringing together learnings from across the industry, and sharing a vision… Continue reading Acuity Founder Joins Basis
3 Services Firms Should Outsource
We know accounting firms handle some of the most sensitive, high-risk data out there, yet many still try to manage everything in-house. In this video, I explain why firms should rethink that approach and consider outsourcing key functions like IT infrastructure, cloud hosting, cybersecurity, and even marketing.
It’s ‘You Got This’ Time
Each year at this time I try to share something motivational for all of the accounting professionals. Because while you may not have the life-work balance thing quite down yet, you’re still doing some of the greatest work there is: supporting the financial health of others, and that deserves praise. This is neither the time… Continue reading It’s ‘You Got This’ Time
Building a Tech Stack That Matters
In this recent webinar, I got to talk with Geni Whitehouse (President, Information Technology Alliance) and Zane Stevens (Founder & Managing Director, Protea Financial) about the technology stack modern firms need to stay secure, productive, and competitive…and much more!
R.I.P. Botkeeper
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
Make OOO Equal YOU
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
Review: Scale With Purpose
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
Commit to Your Rules
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