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Here we are, beginning the 2nd quarter of the century, with a new administration in place in Washington and tons of questions about what the tax and business landscape will look like. What hasn’t changed is Tax Season is here and you need to have your mind right, regardless. I know, it is the same… Continue reading Tax Season Pep Talk

On a recent episode of the Big 4 Transparency Podcast, Dominic Piscopo, CPA, and I discussed how technology changes have impacted other professions over the years, how we think accounting is likely to adapt to evolutions in AI, and the power of good writing.

As we ring in the New Year, it is my wish, my hope, that accounting professionals take a good look at the myriad live event opportunities available and attend at least One this year. I have long advocated for in-person interactions among accounting professionals, as I’ve rarely seen a more impactful way to learn, share,… Continue reading Going Live in ’25

You can’t turn a new year, or new quarter of a century for that matter, without prognostication. So here’s what I see to keep an eye on this year in accounting. Just a sidenote before we jump in. The fact is, we all like lists; at least I’ve found accountants do. And something about odd… Continue reading 3 Trends in Accounting to Watch This Year

Anyone who knows me knows I have opinions on accounting. It’s kind of my thing. So, you know I have serious thoughts on the closure and last-minute “savior” of Bench. I first wrote about them back in 2012 or so in the context of new breed, tech-driven accounting “firms” competing with traditional ones (inDinero, Pilot,… Continue reading Views on Bench From My Seat

In a new series from Ace Cloud Hosting, they asked numerous people in the industry who inspires them most in accounting and why. I, of course, gave my candid views in this section of the series, along with Angela Meharg, founder of Datisfy Inc.

I got to weigh in on a variety of issues impacting accounting during a keynote panel discussion at Accounting Today’s Firm Growth Forum 2024, along with Michael Horwitz, BDO; Bonnie Buol Ruszczyk; and Randy Johnston.

In accounting, like any professional business, there are narratives and there’s reality. At industry events like Digital CPA, hosted by CPA.com and the AICPA, you get both, though decidedly more of the former. The narrative this year, if you’ve been paying attention, was fairly obvious: • AI is not only coming; it’s here, and here’s… Continue reading Notes From Digital CPA

There seems to be a major accounting technology acquisition or merger at the end of each year, and in 2024 it came in the form of IRIS’s intention to purchase Dext for £500M (US$636M). I, of course, have thoughts. The official news reads like this (and I’m basically summarizing): IRIS Software Group (IRIS), a global provider… Continue reading Dext to Be Bought by IRIS, Now What?

As another year comes to a close, I am reminded that a day rarely goes by without hearing about how accountants are not doing enough to either sustain their business, prove their relevance, or have a future if they don’t somehow “change.”  While this narrative isn’t entirely new, it has rarely been louder than it… Continue reading Why Are Accountants Asked to Do/Be More?