When AI Can Prepare a Partnership Return, What Happens to the Business Model?
For decades, the complexity of business tax returns functioned as a moat around compliance revenue. If AI can cross that moat, even partially, we need to rethink some assumptions.
I’m Speaking at PICPA’s 129th Annual Meeting & Celebration
I’m honored to be the keynote speaker at PICPA’s 129th Annual Meeting & Celebration, May 4–5 at The Omni Bedford Springs. I’ll be speaking on how CPAs can stay ahead of AI and evolve alongside the technology changing our profession.
Stop Typing Bills: An AI Agent That Does It For You (Free Template)
Forward bills by email and let an AI agent create draft bills in Xero—lines coded, tax allocated, PDF attached. Free template included.
Putting Perplexity's Comet browser to the test with accounting data entry
On The Accounting Podcast, I tested Perplexity new Comet browser - their AI assistant that promises to work across browser tabs and handle repetitive tasks. The test was simple: take a basic PDF invoice (one line item, $85 for web design) and enter it as a bill in Xero.
CPA firms cut jobs while raising wages
Total employment in accounting and tax services dropped by 9,200 jobs in the past year, but average hourly pay jumped 6.1% to $43.88.
When AI efficiency backfires: PwC’s clients demand discounts
PwC bragged about using AI to work faster and eliminate billable hours. Then clients started asking for discounts.
Rethinking internal controls in the age of AI
Discover how simple text prompts can compromise AI systems in accounting and finance, and learn why traditional internal controls need urgent updates for the AI era.
You can now make realistic fake receipts with GPT-4o
While everyone else was using ChatGPT to create Studio Ghibli-style images last week, accountants took a different route. We're not making beautiful Japanese anime. We're making fake receipts!
How to use AI to analyze data and draft financial reports in minutes
In my latest Earmark Podcast episode, I dive deep with Nicolas Boucher, LinkedIn's #1 finance thought leader, who demonstrates how to leverage ChatGPT, Python, and specialized AI tools to transform financial workflows.
Perplexity Deep Research: The AI tool that's changing tax research
Perplexity Deep Research is the best AI research tool on the market right now, and you can try it for free.