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.
Financial Planning for Family-Owned Businesses: 10 Practical Steps
Financial Planning for Family-Owned Businesses: 10 Practical Steps Family-owned businesses carry something most companies do not have: a name, a legacy, and often a future generation waiting in the wings. But that same emotional weight can make financial planning...
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.
How Well Do You Really Understand Your Business’s Financial Health?
Your financial statements contain valuable information. Learn how to turn the numbers into a clearer picture of your business health and performance.
How CPA Firms Can Show Up in AI Search
Kay Miller explains how CPAs can define their “moose,” target better prospects, choose the right marketing channels, and stay memorable when clients are ready to buy.
How CPA Firms Can Show Up in AI Search
AI may now sit between a referral and a new client. Today, I talk with Cassie Eagley about how CPA firms can show up clearly and get recommended.
How to Find Financial Advisory Clients and Help Them Say Yes
The right advisory clients may be closer than you think. This week, I’m showing you how to use niches, referrals, and financial graphs to start better conversations.