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 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.
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.
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.