The Young CPA Perspective on the Talent Shortage

The Young CPA Perspective on the Talent Shortage

Hear from two young virtual CFOs on the talent shortage and future of accounting. I sat down with Hannah Hood and Joey Kinney, CPA of Summit Virtual CFO by Anders, to discuss the challenges facing young accountants today.

Practical AI: Drafting Policies & Procedures

Practical AI: Drafting Policies & Procedures

Drafting policies and procedures docs was one of my least favorite tasks as a business owner. But now I love it. This year, I started using AI to write my first drafts of policies and process docs for my team. It cuts the time in half, and I get better results. Learn two ways to get started using AI chatbots to draft documentation.

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How to Build A $10 Million Accounting Advisory Firm With Weekly Client Interactions

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How to Build A $10 Million Accounting Advisory Firm With Weekly Client Interactions

Trailblazing CPA Jody Grunden recently appeared on The Earmark Podcast, unveiling the secret behind his firm’s incredible revenue growth to $10 million – weekly client meetings. Learn how shifting to consistent weekly touchpoints revolutionized Jody's client relationships, allowing him to participate in strategic decisions, provide relevant real-time advice, and drive explosive growth.

CPA Exam Prep Gurus Tell All: How to Survive Public Accounting without Losing Your Mind

CPA Exam Prep Gurus Tell All: How to Survive Public Accounting without Losing Your Mind

In this episode of The Accounting Podcast, I sat down with two CPA Exam prep legends: Roger Philipp and Peter Olinto. As instructors for one of the leading CPA review courses, Roger and Peter helped thousands of students pass the exam. And they’re bringing their insider tips and tricks straight to you.

How artificial intelligence can help save accounting

How artificial intelligence can help save accounting

I'm published in the Journal of Accountancy! You can now read my article, "How artificial intelligence can help save accounting," on the JofA website. Learn why AI is not just a technological trend but a vital tool for the future of accounting.

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3 Digital Marketing Trends Transforming Accounting Firms

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3 Digital Marketing Trends Transforming Accounting Firms

Did you know top accounting firms are now generating 6-figure leads from their websites? Digital channels are rapidly replacing traditional networking. Here are three marketing trends that should excite and inspire us all from my conversation with David Toth of Winding River Consulting.

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Mozilla's Head of Accounting Talks NetSuite, Remote Work, the Accounting Talent Crisis and More

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Mozilla's Head of Accounting Talks NetSuite, Remote Work, the Accounting Talent Crisis and More

At SuiteWorld 2023 in Las Vegas, I had the pleasure of interviewing Xenia Tovchykh, Head of Global Accounting Operations at Mozilla Corporation. During our conversation, Xenia gave us an inside look at accounting and finance at the maker of the popular Firefox web browser.

How Automation Lets This 2-Person Team Run Media Company Finances with NetSuite

How Automation Lets This 2-Person Team Run Media Company Finances with NetSuite

I recently had the pleasure of interviewing Jason Balk, CFO of Media Place Partners, on my podcast, recorded live at SuiteWorld. Jason took an unexpected path to become the CFO of a media company, starting his career managing accounts receivable for an ISP in the early days of the Internet. In our conversation, Jason shared insights into how he leverages technology to grow his career and run an efficient finance team.