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

Safer Accounts Payable Payments for Your Clients

Could your clients reduce payment fraud, simplify accounts payable, and even earn rebates? Max Almerico explains what CPAs and bookkeepers should watch for.

The Future of Accounting: Will Your Firm Adapt?

What can buggy whip manufacturers teach CPAs about AI? Ruth King explores why accounting firms must rethink their value and consider advisory services.

AI Disclosure for Tax Professionals: IRS Guidance

In this episode, I continue my conversation with Les Brown about responsible AI use in tax practice, including how to disclose AI use to clients, verify the work, protect client data, and rethink pricing.

Is AI Changing How Accounting Firms Should Price Their Work?

As AI makes accounting work faster, does hourly billing still make sense? Les Bryson explains the case for fixed fees and predictable pricing.

IRS AI Guidance: What Tax Professionals Need to Know

Using AI in tax work brings new responsibilities. Les Bryson explains what tax professionals should know about verification, workflows and protecting client data.