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.
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.
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.