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.
How to Find the Right Financial Advisory Clients
Your best financial advisory clients may already be on your client list. Ruth King explains how to identify them, introduce advisory services in a way they understand, and begin more valuable financial conversations.
Why Financial Advisory Services and Value Pricing Matter
AI is automating routine accounting tasks, making financial insight, judgment, and client guidance more important. Learn why advisory services and value pricing are becoming essential for accounting firms.
How to Build a Business Cash Reserve That Protects Growth
Profit doesn’t always mean cash is available. Learn how better visibility, stronger habits, and smarter planning can help you avoid costly cash flow surprises.
AI Is Changing Accounting. Here’s Why the Human Role Matters More
AI is automating bookkeeping, reconciliation, and financial reporting, but accountants still provide something technology can’t: judgment, accountability, context, and trust.
How CPAs Can Build a Better Relationship With AI
AI can feel overwhelming at first. I talk with Rudy Pokorny about how CPAs can get comfortable, ask better questions, and start using AI with confidence.
AI Is Changing Accounting Faster Than Expected
I came home from AICPA Engage and Scaling New Heights with a clear message: AI is changing accounting faster than many firms realize.
The AI Audit Revolution: Less Grunt Work, More Trust
This week, I talk with Steven Figner about using secure AI agents to reduce repetitive audit work while keeping experienced professionals involved in the final review.
Cash Flow Management Essentials for Small Business Owners
Profit doesn’t always mean cash is available. Learn how better visibility, stronger habits, and smarter planning can help you avoid costly cash flow surprises.