How Artificial Intelligence Will Save Accounting
Watch the recording of my presentation at ExpensiCon about how generative AI will transform the accounting profession for the better.
Review of TurboTax LIVE Full Service Business 2023 for Tax Professionals
Tax pros - want an inside look at TurboTax's new full-service offering for business returns? My business partner David Leary and I just went through the process of using TurboTax LIVE Full Service for our partnership return and recorded our experience in a new video.
Automate Client Savings with Relay's Savings Accounts & Auto Transfer Rules
Relay now has Savings Accounts! Watch this 2-minute video to learn how to pair Savings Accounts with Auto Transfer Rules to help clients save a little bit every day AND earn interest — all without lifting a finger.
Follow Jerry Maginnis for Insights and Inspiration in Accounting
I had the pleasure of spending some quality time last night with Jerry Maginnis, a seasoned executive in the accounting field whose vast experience spans various leadership roles, including serving as the Office Managing Partner for KPMG's Philadelphia Office and now contributing to the success of organizations like Cohen & Steers Mutual Funds, inTEST Corporation, and Centri Business Consulting, LLC.
From Bookkeeper to Marketer: My Journey, Content Tips, and Tech Tools
Thanks, Meryl Johnston, for having me on the Lifestyle Accountant Show! As an entrepreneur wearing multiple hats, I discussed how I manage my time across various projects and businesses, my transition from running a cloud bookkeeping firm to focusing on product marketing, and my approach to content creation and leveraging technology.
ChatGPT scores 90% on debits & credits test
ChatGPT scored 18 out of 20 on the Debits & Credits test. The score to show an intuitive understanding is 15 out of 20.
Rethinking the CPA 150-hour requirement: There must be a change
If we want a robust, dynamic, and inclusive accounting profession, we need to remove costly and unnecessary barriers to becoming a CPA. In my latest article on the Firm of the Future blog, I delve into the challenges associated with the CPA 150-hour education requirement.
Pro Wrestling, Anime, and Financial Modeling with Ariel Menche
I had the pleasure of speaking with Ariel Menche, Strategic Finance Advisor at Raftel Strategy, on my latest podcast episode. With a fascinating blend of experiences ranging from WWE to anime and finance, Ariel brings a unique perspective to the table.
Don't make this mistake with ChatGPT
A lawyer used ChatGPT to write a 10-page brief that he submitted to a federal court. Just one problem — the cases cited were fake!
Join me for "Why Virtual Accounting Firms Fail & How to Build One That Lasts"
Nayo Carter-Gray is joining me in this next episode of Grow & Scale, a series by Financial Cents — I'll be asking for her take on why virtual accounting firms fail and how to build one that lasts.