The case against mandatory busy season Saturdays
I'm excited to share that my latest article, "The Negative Impact of Busy Season Saturdays," has been published on Accounting Today. In this piece, I delve into a topic that touches the core of our profession - the culture of mandatory overtime during busy seasons.
Tax tips for accountants with gambling clients
My latest article on CPA Practice Advisor delves into the rapidly evolving and often confusing realm of tax rules for gambling clients. From the everyday sports bettor to the seasoned poker pro, the landscape of gambling taxation is as dynamic as the games themselves.
Don't let work get in the way of your fitness goals this year
If you made a New Year's resolution to get in shape, I just want to encourage you to keep going and not give up. And don't let work get in the way. Here’s my story.
The Young CPA Perspective on the Talent Shortage
Hear from two young virtual CFOs on the talent shortage and future of accounting. I sat down with Hannah Hood and Joey Kinney, CPA of Summit Virtual CFO by Anders, to discuss the challenges facing young accountants today.
Practical AI: Drafting Policies & Procedures
Drafting policies and procedures docs was one of my least favorite tasks as a business owner. But now I love it. This year, I started using AI to write my first drafts of policies and process docs for my team. It cuts the time in half, and I get better results. Learn two ways to get started using AI chatbots to draft documentation.
NASBA's President & CEO doesn't need 150 hours or the CPA
The National Association of State Boards of Accountancy (NASBA) seeks a new CEO. According to the job description, this person doesn't need to be a CPA or have five years of higher education.
Save Time With AI: Explaining Basis to a Non-Accountant
Do clients struggle to understand accounting and tax concepts? AI can help provide simple, plain English explanations, saving you time. Here's an example.
How to Build A $10 Million Accounting Advisory Firm With Weekly Client Interactions
Trailblazing CPA Jody Grunden recently appeared on The Earmark Podcast, unveiling the secret behind his firm’s incredible revenue growth to $10 million – weekly client meetings. Learn how shifting to consistent weekly touchpoints revolutionized Jody's client relationships, allowing him to participate in strategic decisions, provide relevant real-time advice, and drive explosive growth.
CPA Exam Prep Gurus Tell All: How to Survive Public Accounting without Losing Your Mind
In this episode of The Accounting Podcast, I sat down with two CPA Exam prep legends: Roger Philipp and Peter Olinto. As instructors for one of the leading CPA review courses, Roger and Peter helped thousands of students pass the exam. And they’re bringing their insider tips and tricks straight to you.
How artificial intelligence can help save accounting
I'm published in the Journal of Accountancy! You can now read my article, "How artificial intelligence can help save accounting," on the JofA website. Learn why AI is not just a technological trend but a vital tool for the future of accounting.