Small businesses are not a niche
Most CPA firm owners don’t understand what a niche is. Here’s what it is, and how to identify the right one for you.
How to sell your accounting firm
Are you considering selling your accounting practice? Navigating the complex process of valuing, marketing, and transitioning your business can be daunting. That's why I'm excited to invite you to join me and serial acquirer Michael Ly for an insightful webinar that will provide you with the tools and knowledge needed to sell your accounting firm successfully.
Accountants and QuickBooks Live: Collaborating for client success
As an accountant, you may have questions or concerns about QuickBooks Live and how it impacts your practice. In this discussion, I speak with Itai Jeczmien, VP of Product at Intuit, about the evolution of QuickBooks Live and how it can complement the work of accounting professionals.
The race to automate audits
In this bonus episode of The Accounting Podcast, we explore the rapidly evolving world of audit automation with AJ Yawn, partner at Armanino LLP. We discuss their groundbreaking tool, Audit Ally, which is set to disrupt the SOC 2 audit landscape.
Hollywood accounting: A CPA's journey into entertainment
Join me on the Earmark Podcast as we pull back the curtain on Hollywood Accounting with Kendale King, CPA. Kendale shares his journey from Big Four auditor to studio accounting operations:
The specter of 'Uberification' looms over audit
Disruptive startups are eyeing the audit space, and their impact could be as transformative as Uber's was for the taxi industry. In my latest article for Accounting Today, I spoke with auditor turned tech expert Rob Valdez about how non-CPA firms are already automating and streamlining SOC 2 audits, foreshadowing upheaval in our profession.
Is BOI reporting dead on arrival?
Is BOI reporting dead on arrival? We dive into this question and more on the latest Federal Tax Updates podcast episode.
Lyft's big financial typo
In our latest episode of The Accounting Podcast, David and I uncover the startling typo that sent Lyft's stock on an unexpected journey. We also show how AI is revolutionizing customer service, offer a fresh take on the 150-hour rule debate, and provide insights into the evolving landscape of commercial real estate taxes given the rise of remote work and decline of offices. Plus, we're discussing cutting-edge AI surveillance of employee communications and the IRS's ambitious plan to recover over $500 billion in tax revenues.
How AI is transforming and disrupting audit
In my latest podcast episode, I had the pleasure of speaking with Rob Valdez about the impact of artificial intelligence and generative chatbots, like ChatGPT, on the audit profession. We delve into how these technologies are not just automating routine tasks but are also revolutionizing how we train staff, improve quality, and save time on substantive testing.
How to draft an AI policy for your accounting firm
In this piece, I explore generative AI's responsible and ethical integration into accounting practices. As these powerful tools become more prevalent, firms must establish appropriate guardrails.