Category: Uncategorized

I’ve written, and had many conversations about, how authenticity in the accounting profession not only “sells” but also is a differentiator and a true key to growth for your business. It should also not be understated how powerful vulnerability can be in your professional lives as well. Vulnerability, as it stands, is not wholly valuable,… Continue reading Vulnerability is Valuable in Accounting

It may seem obvious, but accountants are human, and everyone has their limit on what they can deal with. Whether it’s the constant moving target of tax changes, the encroachment of new technology, the looming specter of private equity, or the constant stream of client questions. Where do you turn to get picked up? For… Continue reading Time to Get Picked Up

Ignition, a recurring revenue and billing automation platform for firms and agencies, has launched its enhanced integration with practice intelligence platform Karbon, to help accounting firms streamline how they engage and onboard clients and get paid. Re-built on Karbon’s latest API, the new integration automates the entire client lifecycle, creating a seamless handoff from signed… Continue reading Ignition and Karbon Launch New Integration

Intuit Inc. last week formally announced a set of proactive Intuit AI agents designed to automate workflows, and when combined with human experts, they will deliver real-time insights to help improve cash flow for businesses. The new AI agents, embedded in the Intuit platform, are part of a completely redesigned and personalized QuickBooks web layout.… Continue reading Intuit Introduces New AI Agents

Every so often, I do feel the need to share others’ content, especially when it speaks so clearly about a current state of affairs. In this case, it’s CPA Trendlines piece on the recent $3B purchase of Melio by Xero, and the implications on the ‘active general ledger’ race therein. It also offers a solid,… Continue reading The Active GL Race is On

As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach… Continue reading How CPAs are Filling the Wealth Advisor Gap

It goes without saying that you learn a lot being among accountants for a few days., And after attending last week’s AICPA & CIMA ENGAGE event (arguably the largest in the profession), one thing became clear about the CPA brand and profession as a whole: the Institute’s new leader, Mark Koziel, CPA, has a lot… Continue reading Will CPAs Get What They Want?

This non-committal headline brought to you by the very people who see many sides to equations. Point being, accountants’ views on private equity in the profession elicit the most accountant-like response that exists: “It depends.” After attending the most recent AICPA ENGAGE event, I can say that, right now, this is the tone. On the… Continue reading PE in Accounting Views Vary

Rho, a rising fintech company, is again appealing to the accountants in the room through a new, humorous video campaign honoring accounting’s over 500-year history and who many consider the founder of “double-entry” bookkeeping, Luca Pacioli. While not a “clear play” for accounting professionals, fintech companies like Rho are looking to have deeper partnerships among… Continue reading Rho Campaign Honors Accounting History

Anything accounting professionals can use to help battle anxiety and depression that often comes from a variety of factors in their line of work is a good thing. As such, Kristy Short, EdD, author, former partner at Rootworks, and long-time thought leader, has a new book that addresses these issues and more, head-on. In CIVIL… Continue reading New Book Takes on Anxiety and Depression in Accounting