Category: Uncategorized

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

At this very pointed time in accounting’s evolution, it is yet another chance to ask whether or not the fear of change — particularly when it comes to new technology — and the unknown will take more precedence than the potential embracing such changes offers. We’ve seen it happen before. Anytime something comes along, a… Continue reading Will Fear Win Over Potential for Accountants

CaronBletzer, a national accounting firm specializing in employee benefit plan audits, has announced the release of Atlura, a practice management platform tailor-made by CPAs for CPA firm leaders challenged by growing a practice with fragmented software and delayed data. When time and billing, workflow, and scheduling are not in sync, the work slows down, and… Continue reading CaronBletzer Releases New PM System

I recently wrote about how subjective growth has become for CPAs and accounting firms in general. I’m now digging into what came out of conversations, sessions, and overall feedback from an industry event focused on all of the things impacting the topic: Firm Growth Forum. Whenever you are at a live event, you realize that… Continue reading How is Growth for You?

It’s a time of reflection in accounting. So-called ‘busy season’ is in the rearview (for most), but what do you feel makes it successful to you? I’ve been hearing firms talk about it being a successful busy season/tax season for them, and I tend to get very curious about a term so subjective placed on… Continue reading What is ‘Success’ in Accounting?

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?

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