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It’s been a minute since I offered one of my missives about the accounting profession, but as most of you are likely looking back at what you’ve accomplished so far this year, I urge you to look even closer at where you are. Now I know, this seems pretty obvious and maybe a bit pedestrian.… Continue reading Don’t Look Back, Look at Where You Are

It has been widely publicized that the number of accountants needed to do the job has dwindled, as have the concerns over how to attract new talent to the profession. According to a new report, based on months-long surveys among state societies, educational institutions, and students, there is an action plan in the works to… Continue reading The Accounting Talent Shortage Gets an Action Plan

This is a piece written by Rory Henry, co-founder of AFO Wealth Management Forward, and author of the upcoming book “Holistic Guide to Wealth Management,” that features some quotes from me about the true value relationships have on accounting firm success.

Believe it or not, there’s a lot of good happening in the accounting profession. I recently spent time speaking with Chayton Farlee on his Accounting Conversations podcast about what they are and the key role of new accountants entering the field.

One of the key frustrations during tax season, and even after, is client communication and getting everyone on the same page. Often times, it’s on their end, not sharing with you exactly what you need when you need it (even after you sent your organizers and emails). But is there a better way to Both… Continue reading Overcoming Client Communication Frustration

It’s amazing what can be accomplished in a year, for any individual or organization. In this case, I’d like to draw attention to the efforts, and for some, the existence of the Accounting Alchemy Network (AAN). Back in March of 2022, Ingrid Edstrom, Alina Nikishina, and Mathew Heggem helped put AAN out into the world… Continue reading Big Change Comes With Deep Reflection

Every so often, I like to go back to older articles I wrote or interviews I did and ask my readership: What has changed? In accounting, it can take some time for ideas and processes to take hold. Here’s an interview I did several years back with CRM expert (in my view) Danny Estrada, who… Continue reading The Challenges of Implementing CRM at CPA Firms

There’s been little debate about the existence of a pipeline issue in accounting, but what’s been your view on the matter and, more importantly, what can be done about it? One way to gain these insights, of course, is through survey work. And while they are not always the most definitive indicator of the state… Continue reading Take the Accounting Pipeline Survey!

On yet another episode of Accounting Answers with Rob Brown, I was asked what, if anything, will significantly change accounting in the next few years? I was one of 5 voices in this episode, check it out!

As the digital economy continues to grow across the globe, so too is the need for automated compliance. This has, unsurprisingly, given rise, of course, to competition among sales tax compliance automation applications. The latest recipient of a financial boost in this space is Anrok, a global sales tax platform for software companies, which has… Continue reading Automated Sales Tax Compliance Competition Heats Up