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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

Basis, makers of an AI agent platform for accountants, have hired accounting industry leader Kenji Kuramoto as Managing Partner-in-Residence. In this newly created role, Kuramoto is working full-time to help accounting firms capitalize on the opportunities of the AI era: shaping the Basis platform, bringing together learnings from across the industry, and sharing a vision… Continue reading Acuity Founder Joins Basis

We know accounting firms handle some of the most sensitive, high-risk data out there, yet many still try to manage everything in-house. In this video, I explain why firms should rethink that approach and consider outsourcing key functions like IT infrastructure, cloud hosting, cybersecurity, and even marketing.

Each year at this time I try to share something motivational for all of the accounting professionals. Because while you may not have the life-work balance thing quite down yet, you’re still doing some of the greatest work there is: supporting the financial health of others, and that deserves praise. This is neither the time… Continue reading It’s ‘You Got This’ Time

In this recent webinar, I got to talk with Geni Whitehouse (President, Information Technology Alliance) and Zane Stevens (Founder & Managing Director, Protea Financial) about the technology stack modern firms need to stay secure, productive, and competitive…and much more!