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Whether you are ready for AI to be in your professional lives or not, the fact is this next level of automation is here to stay, and it is time to get comfortable with some aspect of it. But at issue isn’t so much why so much as it is what makes the most sense… Continue reading Explaining AI to Accountants

It’s time I spoke to all of the folks looking to partner with accountants to say, implicitly, that while timing may matter in many aspects of marketing and sales; for accountants, how you approach them is even greater than when. The common thinking for those marketing to accountants is that they don’t really pay attention… Continue reading How Matters More Than When in Marketing to Accountants

Despite the daily deluge of what would otherwise be considered “bad vibes” around the field of accounting, you still have to wake up and do your level best for your clients, their businesses, and yours. So, what keeps you going? We needn’t have to look at our lives or evaluate why we do what we… Continue reading What Keeps Accountants Going?

In a recent discussion with head “nerd” Seth David on his ‘Nerd’s Guide to the Galaxy” podcast, we dove into the profession’s reaction to Intuit’s controversial ads, their pricing, and seemingly strained partnerships with ProAdvisors. We also got to cover time management, client communication, and the importance of community support for bookkeepers.

You are a professional, yet so many of you consistently undercharge or feel guilt or even imposter syndrome when pricing out your services or even putting proposals together for work. Whatever it is, do you know what you’re worth and why? I know many of you are already elbow-deep in the work you do to… Continue reading What Makes You Valuable?

Just a bit of a slow product news week, but this one crossed my inbox, and I thought you should know about interVal and the key product update they just made. InterVal is a software provider for wealth management and accounting firms, as well as financial institutions. They provide automated insights for SMB clients and… Continue reading interVal Updates Business Reports Feature

It’s an adage seemingly as old as time, but when your world seems like it is spinning out of your grasp, be it from work, politics, or just life, remind yourself to focus on the things you can control. For accountants in particular, this time of year, despite best intentions, tends to get the best… Continue reading Focus on What You Can Control

I am incredibly honored to have the foreword, a full chapter, in a new book about how tax and accounting professionals can play an integral role in client wealth management. In Rory Henry, CFP®, BFA™’s new book Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice(CPA Trendlines… Continue reading The Convergence of Tax and Wealth Management

Once in a while we have a pretty exciting week in the vendor/service provider world. At such times, I’m happy to provide a roundup of announcements and relevant news. SmartVault Integrates with Intuit ProConnect SmartVault, a provider of a cloud-based document management system (DMS) and client portal for accounting professionals, has expanded its strategic partnership… Continue reading This Week in Product News

Data security doesn’t only depend on the platform but your processes as well, so what is your plan this year to help prioritize cybersecurity? If we’ve learned anything from data breaches and flat-out attacks, no platform that exists today is 100 percent secure; there’s only what’s comparatively safer. We’re in a connected world, and thinking… Continue reading What’s Your Cybersecurity Plan This Year?