Category: Uncategorized

I recently had the pleasure of hosting a meaningful discussion with the Northern Virginia chapter of the Virginia Society of CPAs about where accountants are at with AI and ultimately want to be. What stood out most to me was in a meeting of nearly 60 accounting professionals, everyone was in a different place, and… Continue reading You’re OK Where You Are With AI

In this video conversation I had with the inimitable Randy Crabtree, CPA, he challenges the long-standing idea that professional value should be tied to hours worked and explains how leadership behavior, workplace expectations, and firm culture can either reinforce burnout or help prevent it.

In this recent Q&A with Ace Cloud Hosting, I got into it about how accounting firms also need to help new hires quickly understand the firm’s culture, workflows, technology, client expectations, and their roles.

Thomson Reuters has officially launched Thomson, the company’s first proprietary large language model, developed in-house. Frontier labs have typically spent billions of dollars on compute and years of infrastructure investment to reach the frontier. Thomson Reuters started from an open-source foundation and invested $40 million to train Thomson into the right intelligence for the jobs… Continue reading Thomson Reuters Launches Proprietary LLM

It was not long ago that the rallying cry of all accounting and business application makers was “all in” with the cloud. Now that same bravado is being seen with AI, but will it be enough to progress these same cloud businesses like Xero in the eyes of their intended market? Where the profession will… Continue reading Is Going ‘All In’ With AI the Answer?

Accountants are often very guarded but caring, all of which can lead to some level of stress and even lack of progress. But if there’s one thing to be learned from being around them, especially at a gathering like at Bridging the Gap (BTG), it is that when accountants let that guard down and share… Continue reading The Value of Vulnerability

Usually I’m speaking directly to firm owners and decision makers, and maybe indirectly I am with this, but by and large, and mostly with the best intentions, how accountants are marketed to needs serious improvement. I don’t want to entirely point the finger at those doing the marketing (namely vendors and service providers looking to… Continue reading When Accountant Marketing Goes Wrong

In this recent discussion with Zane Stevens on the Protea Conversations podcast, we get into so many things, from personal to professional. But most pointedly, we get real about the future of accounting.

There’s rarely an accounting firm today that functions without a tech stack of some sort, most of which have been built out of a need to solve specific problems or client work. But with the onset of AI and what it can currently and potentially do, could we be looking at the end of the… Continue reading The End of the Tech Stack?

Finding a common thread in a sizable event like AICPA ENGAGE is always a challenge; there are often several. But the one I was able to grab ahold of was that the nature of what being an accountant is resides in the very hands of the profession itself. We’ve all recognized this particular inflection point… Continue reading Rewriting the Accounting Script