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.
Why Business Owners Struggle to Delegate and How to Fix It
Delegation gets easier when owners improve trust, communication, and consistency. Skye Waterson shares practical ways to let go without micromanaging.
Tax Planning Strategies Business Owners Can Use Now
This week, Mike Milligan shares practical tax planning ideas CPAs can discuss with clients before year-end decisions are already behind them
SBA Funding Options Your Clients Should Know About
In this episode, I talk with Dylan Carraway of Live Oak Bank about SBA 7(a) funding and how it can help business owners with growth, acquisitions, real estate, succession planning, and working capital.
How AI Can Help Businesses Get Paid Faster
This week I talked with George Curdon of Munk about how AI can help businesses get paid faster, improve collections, and reduce manual accounts receivable work.
15 Smart Financial Risk Management Strategies to Reduce Exposure
Every business faces financial risk, but the strongest companies manage it before problems become emergencies. This article shares 15 practical strategies business owners can use to reduce exposure, improve cash flow visibility, monitor financial trends, and make better decisions with the right financial management tools.
More Subtle Clues that Something isn’t Right with a Business
Small changes in gross margin, vendor names, or checkbook controls can be early clues that money or materials may be leaving the business.