AI
Happy Independence Day! I'm in Washington, DC this week where it's 101 degrees and so hot that most 7/4 events have been canceled. Here's a few things that are also turning up the heat this week: 1. On the road this week I
Advisory
Most CPAs who want to do advisory pitch a vague service with no scope and get nowhere. Here's the exact packaging framework I use to turn compliance clients into $12K–$30K/yr retainers.
The "Unhealthy Addiction to AI Labor" Edition
The firms winning right now stopped selling deliverables. They sell the problem going away, and the future on the other side of it.
Forget the keynote demos. Here's what partners at $500K to $5M firms are actually doing with AI right now to claw back hours and protect margin.
Most firm owners don't have a pricing problem. They have a confidence problem. Here's the math that fixes both.
Anthropic shipped ten finance agents this week, including a month-end closer and a statement auditor. I called a member firm to talk through it. The takeaway isn't what most CPAs think.
Most firms I talk to are underpriced by 20% or more and don't know it. Here's how to read the signals and raise fees without losing your best clients.
Deciding when and how to sell my accounting practice is perhaps the most significant professional decision a firm owner will ever make, representing the culmination of years, often decades, of hard...
Weekly tips on how to make your firm Profit Ready and AI-Proof.
The firms winning right now stopped selling deliverables. They sell the problem going away, and the future on the other side of it.
The Pricing with AI Edition
Forget the keynote demos. Here's what partners at $500K to $5M firms are actually doing with AI right now to claw back hours and protect margin.
Most firm owners don't have a pricing problem. They have a confidence problem. Here's the math that fixes both.
The Mechanism That Finally Makes You Stop Owning a Job and Start Owning a Business
The "Talent Crunch" Edition
The One-Year Anniversary Edition
The "Is My Firm Viable In 3 Years?" Edition
Anthropic shipped ten finance agents this week, including a month-end closer and a statement auditor. I called a member firm to talk through it. The takeaway isn't what most CPAs think.
Client concentration is the single biggest reason buyers chop a firm's valuation. Three thresholds decide whether your book trades at a premium or a discount.
A BlackRock director's post pulled 75 comments, mostly from CPAs explaining why RIA referral relationships break. None of them named the third path that quietly erases the whole problem.
The 'It's Time to Fix My Pricing' Edition.
