Running Your Favorite Tools

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.

Podcast: Embracing Change, the Future of Accounting

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

Panel: Successfully Automating Your Practice

Image by Freepik

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.

The State of Accountant-Vendor Relations

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. 

3 Tasks to Automate Now (if you haven’t)

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!

Navigating Change as an Accountant

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.

How Will We Move Forward?

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.