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.
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.
Tax Reduction Strategies for Business Owners
If your clients complained about taxes this year, now’s the time to start the planning conversation. Alex Sentell shares strategies CPAs may want to discuss before year-end.
Better Client Communication with GoDNA
This week, I talk with Leon Morales about GoDNA and how you can use behavioral insights to communicate better with clients before and during meetings.
Why Your Working Capital Trend Matters
Working capital is one of my favorite financial trends because it quickly shows whether a business has enough cash strength to operate.
How AI Saved 25 Hours of CPA Work
In this episode, I talk with Peyton Witt, CPA, about how AI helped clean up vendor invoices and save 25 hours of manual work.
What the Long-Term Debt to Equity Ratio Tells You About Business Risk
In this episode, I explain how to read debt to equity trends, why long-term debt matters more, and what rising ratios may be warning you about.