Category: Uncategorized

Another blast from the past. My 2011 interview with then AccountantsWorld CEO and co-founder Dr. Chandra Bhansali, where I asked him about the future of accounting, using cloud applications, data security issues, and more. Were we right? (I still have that tie).

I was on The Accounting Podcast (formerly the Cloud Accounting Podcast) just 5 years ago with contemporaries Dan Hood, Editor-in-Chief of Accounting Today, and Accountex Network Executive Editor Jess Scheer, as host Blake Oliver asked us what accountants care about most. Listen in and find out what has changed and, inevitably, what hasn’t (much).

As the days close in on yet another peak volume “season” of tax work, I have a proposal to help improve the lives of most tax professionals, and may it be your new mantra: Value matters more than volume. In my time getting to know accountants and how they work, there is not a year… Continue reading Why Value Over Volume Matters

With all the talk of the accounting pipeline “crisis” and how to attract and retain staff, one solution could be staring you right in the face. It is a simple ask for what may seem like a daunting task. If you are wondering where your next hire will come from, or even if the staff… Continue reading Would You Work for You?

Accounting may have long been considered a community of professionals, yet not many have felt the true sense of what that means or have bothered to take advantage of it. Moreover, there’s been no greater need to recognize and utilize community in accounting than now. As the profession moves its way through yet another point… Continue reading The Power of Community in Accounting

This is another article not written by me, but by Hitendra Patil who quotes me from a recent presentation I gave with Randy Crabtree, CPA and Hank Berkowitz on preliminary findings from our Accountants Annual Professional Satisfaction Survey.

Big numbers, right? Well, it continues to grow for users of the tax planning software TaxPlanIQ, founded by Jackie Meyer, CPA. The news here is that its users have collectively saved their clients more than $1 billion in taxes since the software’s launch in 2020. Essentially, each taxpayer saves an average of $41,700 through the… Continue reading TaxPlanIQ Users Hit $1B+ in Tax Savings

Some months ago, I had the esteemed pleasure of being interviewed by Jetpack Workflow CEO, David Cristello on his Growing Your Firm podcast. We got into it about what, in my view, is truly holding back the accounting profession and needs to change if it is to progress.

I was fortunate enough to present exclusive, preliminary results of the Accountants Annual Professional Satisfaction Survey during the recent Bridging the Gap Conference, which was hosted by Tri-Merit Group. Accounting Today did the following writeup on it.

Who doesn’t love a good dashboard? With the rising interest among CPAs and accountants in general to provide more financial and wealth management advice to clients, you need the right tools for the job. This is where interVal, a provider of software for automated financial insights for SMB clients, is looking to live and grow.… Continue reading interVal Unveails New Business Health Dashboard