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While for some tax pros, “busy season” is a bit of a misnomer as they feel it never really ends for them, there’s no denying that between January and April, things get a bit more intense. So, why not take a break and maybe learn a thing or two? We all need excuses to step… Continue reading Take a Break and Chat This Tax Season

All bookkeepers know that using AP apps are all about their small business clients getting paid faster, perhaps they even use them themselves. The reality is, the best many can do is let you know the payment is processed and it will hit your client’s bank in a day or two or three. Makers of… Continue reading Instant Payments Coming From Forwardly

In my latest Karbon Magazine column, I share stories of accountants who have something in their lives that helps give them purpose and better connect with why they do what they do. An ‘other.’

I try to make it a point every year that there’s not a global pandemic, to reiterate the importance of attending live events for accountants. While they’re not all for everyone, the idea of being among your colleagues, sharing thoughts, ideas, pains and yeah getting some CPE in, has proved invaluable in the best and… Continue reading What Are Your ‘Live’ Plans This Year?

Whether you are a vendor, service provider, or other entity looking to sell to, through or partner with accounting professionals the most important goal is trust. If you do not establish this essential component of the relationship early, and maintain it often, you can all but kiss that connection goodbye. And once it’s gone, it… Continue reading Earning Trust With Accountants

I want to begin this piece by saying it’s been encouraging to see more accountants recognizing that core changes in the very face of accounting need to happen and want to be allies for inclusiveness. At the same time, I see many firm leaders having difficulty in getting started with their own efforts in their… Continue reading What is the Accounting Alchemy Network?

It’s been a week, hasn’t it? With a Federal budget proposal in place in order to keep the government functioning(for now), and agencies like the IRS open, but many questions, confusion and frustration abound, I know going into Tax Season 2024 is less than inviting. I’m just here to say, it’s going to be OK.… Continue reading A Simple Reminder: You Got This

This was a great interview that the inimitable Dawn Brolin, CPA, CFE conducted with me on her Designated Motivator show about some of the disruption I’ve witnessed in accounting and where, overall, the profession is moving in good and bad ways.

Can we all take a pause, please? We all know that with the advent of social media, podcasts, newsletters, and the myriad of ways to consume information like never before, narratives of all kinds can flood our thinking and cloud the decision-making process. With that said, the ones that are being spread in the accounting… Continue reading Beware of False Accounting Narratives

Now that I have your attention, yes it is that time of year again. Time for thank-yous, reflections, and predictions. Hopes and dreams are laid bare as we’ve rounded our star once more and begin anew according to the Roman calendar. Personally, yes this was a big one for me and there is NO way… Continue reading Obligatory New Year’s Post