How Assessments and AI Strengthen Your Team

In this episode, I sit down with Mark Ferris, CEO of Panalytics, to talk about how assessments and AI can help you understand your people, build stronger teams, and make smarter hiring decisions. We explore entrepreneurial, managerial, and technical profiles, how development opportunities show up in an assessment, and why job descriptions and org charts matter more than most firms realize. Mark also shares how AI helps managers save time and improve performance conversations.

If you want a better way to hire, manage, and develop your team, this episode will give you practical ideas to put to work right away!

Listen To My Other Podcast Episodes

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IRS AI Guidance: What Tax Professionals Need to Know

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Best Apps for CPAs and Bookkeepers

Which accounting apps are firms actually using and recommending? Gary DeHart shares survey results revealing the tools getting the most traction.

How AI Is Changing Billable Hours for Accounting Firms

AI can turn 40 hours of routine accounting work into minutes. I look at what that means for pricing, profitability, clients, and your team.

CPA Billable Hours and Productivity Ratio Explained

More billable hours don’t always mean a healthier CPA firm. I look at the numbers that show whether your team’s time is really supporting profitability.