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CBIZ's stock is down 51% over the past year. The market is sending a signal. And if you've been watching private equity's push into accounting, you should pay attention to it.
Intuit's stock is down 59%. Is AI really going to kill TurboTax? That’s the story on LinkedIn and on Wall Street right now. But as we discussed on a recent podcast episode, the real disruption target might be your firm.
If OpenAI doesn't IPO, or if the IPO disappoints, its paper gains start reversing. The index funds that bought in at inflated valuations start selling. The feedback loop runs in reverse. That's how bubbles pop. Not always in a dramatic crash, but in a slow correction as the gap between paper profits and real cash flows becomes impossible to ignore.
AI is transforming tax faster than cloud ever did. Here are my takeaways from the Black Ore AI Tax Summit.
AI does in minutes what staff did in hours. So what are you billing for? Why fixed-fee and subscription pricing will replace the billable hour at CPA firms.
Join me to see how AI agents, AI-powered workflows, and a modern ledger are transforming the month-end close process.
For 50+ years, the Q-10 has been a fixture of financial reporting for public companies. It’s so ingrained, few people ask whether it still makes sense. The SEC and FASB are finally asking.
Every serious tech investor obsesses over one number: ARR.
It drives valuations. It signals health. It tells the future.
Most accounting firms? They have no idea what theirs is.
When I shared NASBA's demand letter publicly last week, I said the profession deserves an honest conversation about how its institutions work. That conversation just got bigger.
At Black Ore's AI Tax Summit on May 21, accounting leaders debate the future of the billable hour, the advisor's role, and the rise of the AI-native firm.
The "firm of one" used to be a ceiling. It was the choice you made when you valued lifestyle over scale. You could have a great life, but you couldn't get rich. That ceiling just turned into a floor. Thanks to AI agents, the smallest firms will soon achieve the highest margins.
I spoke at the AICPA Learning and Development Symposium in March. I told a room full of professionals that CPE development is backward. I called multiple-choice questions "a box that has to be checked." NASBA didn’t like that one bit.