Help Clients Build Better Budgets and Prepare for 2027
Budgeting is more than predicting expenses. Ruth King and Rob Wood discuss how financial professionals can help clients protect cash flow, plan for taxes, and build stronger businesses.
When Should You Fire a CPA Client? A $71,000 Lesson
A contractor’s unexpected $71,000 tax bill raises difficult questions about client responsibility, CPA communication, and when ending an advisory relationship makes sense.
How Small CPA Firms Can Compete and Grow
Small CPA firms don’t need big budgets to compete. This week Ruth King and Marjorie Natali discuss practical ways to strengthen client relationships, improve efficiency, and grow.
Understanding Risk Appetite in Business: How Much Financial Risk Should You Take?
How much financial risk can your business safely take? Discover how cash flow, debt, liquidity, profit margins, and revenue concentration can help you define your risk appetite and make smarter growth decisions.
Death by 1,000 Cuts
Death by 1,000 Cuts: 9 Small Business Mistakes That Quietly Drain Profit Most businesses don’t fail because of one big mistake. They fail from an accumulation of small ones. No single cut kills the business, but enough of them together can lead to a slow,...
25 Ways to Increase Business Profitability
What can buggy whip manufacturers teach CPAs about AI? Ruth King explores why accounting firms must rethink their value and consider advisory services.
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.
How to Build Better Financial Habits in Your Business
Better financial habits can make your numbers easier to understand and far more useful when it comes time to make business decisions.
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.