is practice management having its moment?
vc-funded aiwyn and canopy seek to stand out among over three dozen contenders.
by seth fineberg
at large
tech and fintech
aiwyn enters race for the all-in-one practice management platform
venture funding heats up practice management sector.
by 卡塔尔世界杯常规比赛时间 research
blockchain could still reshape accounting | arc
technologies like ai and web3 could eventually unlock blockchain’s full potential.
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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
is blockchain dead? in a thought-provoking accounting arc, hosts liz mason, cpa, and donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma; tackle the pressing question and brainstorm other blockchain applications.
the short answer is no—but the landscape has changed.
more accounting arc: what gen z wants from business | firm differentiation depends upon client service | ron baker: surviving tariff turmoil | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance | top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education
when blockchain first entered mainstream conversation, it was hailed as a transformative tool capable of revolutionizing financial reporting, auditing, and recordkeeping. however, according to mason, ceo of high rock accounting, the execution challenges are enormous.
don’t let tech fears slow you down
audit requires innovation.
by alan anderson, cpa
transforming audit for the future
auditors, like most accountants, tend to be conservative in nature. we tend to be reluctant to change unless we’re on a burning platform.
more by alan anderson
exclusively for pro members. log in here or 2022世界杯足球排名 today.
as i’ve said before, audit is at a crossroads. we can continue the way we’ve been doing audit and will likely go extinct. or we can make changes that will keep audit relevant and valuable for the next generations.
read more →
hannah munro: why 70% of transformation projects fail | accounting influencers
“a bad process is a bad process, whether a person or a piece of technology is doing it.”
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accounting influencers
with rob brown
change is inevitable, but learning to navigate transformation effectively is the key to long-term success for finance and accounting professionals. in this part two of the accounting influencers podcast with hannah munro, the change expert shares her insights on how firms and finance leaders can embrace change and drive it forward to enhance efficiency, adaptability, and business impact.
“what’s also very interesting is that change is getting faster,” says munro, managing director at itas solutions and host of the cfo 4.0 podcast. “the pace of change is accelerating, and that volatility and uncertainty are driving the need for finance professionals to step up and elevate their role.”
munro emphasizes that transformation is not a one-time event but a journey. “if you feel like it’s something short term that you’re going to suffer through and then never have to change again, you are probably living in the wrong century.”
hannah munro: leading change in vuca | accounting influencers
“if you think change is hard, try not changing and see what happens.”
sponsored by “holistic guide to wealth management: the science behind integrating services with the human side of behavioral financial advice,”
by rory henry – see today’s special offer
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accounting influencers
with rob brown
in part one of this accounting influencers podcast, special guest hannah munro, managing director of transformation consultancy with itas and host of the cfo 4.0 podcast, joins the conversation to unpack the realities of change and transformation in today’s volatile world.
munro makes one thing clear: change is no longer a future event to plan for—it is the present reality.
“transformation is a journey, not a one-step process,” munro says. “it’s about becoming comfortable in that vuca environment—volatile, uncertain, complex, and ambiguous—and building a skill set to navigate it.”
steve yoss: financial forecasting find | quick tech talk
predict future cash flows effortlessly with microsoft excel’s forecast ets function.
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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quick tech talk
with steve yoss
cpe today
dive into one of excel’s most powerful yet underutilized tools: the forecast ets function. whether you’re an accountant, financial analyst, or business owner, this function can transform the way you approach budgeting and forecasting—making predictions faster, smarter, and more accurate.
more steve yoss here
jim bourke: keep your edge | accounting influencers
“embrace change and keep filling your tool belt with the best technology out there.”
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accounting influencers
with rob brown
jim bourke, a recognized leader in accounting technology and a partner at withum, shares his insights on the rapid transformation of the accounting profession in a recent episode of the accounting influencers podcast. with decades of experience advising firms on technology adoption, bourke discusses how artificial intelligence (ai), cloud computing, and regulatory changes are shaping the industry.
“the excitement around technology today is off the charts,” bourke states, highlighting how innovations like chatgpt have reignited enthusiasm for ai in accounting. just a year ago, ai was barely mentioned at major industry conferences. now, it is at the forefront of discussions as firms evaluate how automation can streamline audits, tax preparation, and client advisory services.
“ai is not here to take the accountant’s job away,” he clarifies. “it will allow them to focus on what they were trained to do—interpret results and advise clients—while letting the machines handle repetitive tasks.”
steve yoss: unlock the force of data visualization | quick tech talk
make smarter decisions with the right data tools in excel, power bi, and tableau.
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quick tech talk
with steve yoss
cpe today
data visualization isn’t just about making numbers look good—it’s about telling a story. whether you’re working in microsoft excel, power bi, or tableau, the chart you choose can completely change the way you interpret and communicate your data. but are you using the right one?
more steve yoss
more tech
this episode of quick tech talks breaks down the power of different chart types and why selecting the right one is crucial for accurate analysis. did you know that pie charts are perfect for showing proportions, but scatter plots are better suited for identifying trends? or that excel alone offers more than two dozen different visualization options?
artificial intelligence may go vertical first
how cas could be affected.
by 卡塔尔世界杯常规比赛时间 research
artificial intelligence is just beginning to impact, embolden and facilitate the accounting industry, but it still has a long way to go.
but make no mistake: it’s going and it’s going to get there.
more: america’s running short of financial advisors | maybe the pipeline problem is technology | five ways to fill the staffing gap | cfos see ai as top risk and opportunity | does accounting belong in stem? | accounting arc | artificial intelligence may already be plateauing | twelve years and out: seasoned accountants join the exodus | gen ai in accounting: epic transformation, or overheated hype?
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the big question of the moment is what path ai will follow as it becomes pervasive in the accounting industry.
read more →
becky livingston: use ai to boost marketing & client engagement | gear up for growth
level up thought leadership and advisory services.
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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gear up for growth 
with jean caragher
for 卡塔尔世界杯常规比赛时间
the latest episode of gear up for growth, hosted by jean caragher of capstone marketing and powered by 卡塔尔世界杯常规比赛时间, featured an insightful discussion with becky livingston, founder and ceo of penheel marketing, on the role of artificial intelligence (ai) in cpa firm marketing. the conversation centered around two key takeaways: ai’s ability to enhance thought leadership efforts and its role in shifting cpas toward more strategic client advisory services.
download becky livingston’s free ai marketing tool guide here
gear up for growth spotlights the best strategies for smart and efficient growth in today’s competitive landscape. more gear up for growth every friday here | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here
marketing research shows that high-growth cpa firms prioritize thought leadership through blogging, white papers, and public speaking. ai tools such as chatgpt, perplexity, and jasper are revolutionizing this space by enabling firms to generate high-quality content efficiently. these tools allow cpas to personalize content for niche audiences, optimize seo strategies beyond traditional search engines, and streamline content creation to maintain a consistent and authoritative online presence.
is agentic ai a game changer or game ender? | arc
“we’ve underestimated how quickly ai is changing our profession.”
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer
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accounting arc
with liz mason, byron patrick, and donny shimamoto
center for accounting transformation
in a world where artificial intelligence is rapidly evolving, agentic ai is emerging as a powerful tool that could redefine the accounting profession. unlike traditional ai applications, agentic ai doesn’t just respond to prompts—it actively coordinates multiple ai models to complete complex workflows. but is this a breakthrough for efficiency, or does it pose risks for the industry?
more accounting arc: kelly mann: thriving against all odds | are we ready for the hidden risks of ai in accounting? | the research imperative: why data drives accounting success | how coaching can unlock professional success | demystifying accounting governance | top 10 red flags to watch for in accounting offices | jeremy dubow: private equity as a catalyst for growth | break the burnout cycle in accounting | accounting in transition: 2024 reflections & the road ahead | ron baker: visions for the accounting profession | angie grissom: next gen inspo for accountants | does accounting belong in stem? | rose wang: where numbers meet strategy and creativity | tiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbers | rachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics education
in a recent episode of accounting arc, hosts byron patrick, cpa.citp, cgma; donny shimamoto, cpa.citp, cgma; and liz mason, cpa, break down the meaning, potential, and risks of agentic ai in accounting.
steve yoss: transform financial data into actionable insights with power bi | quick tech talk
bring complex financial data to life with advanced visualization techniques.
quick tech talk
with steve yoss
cpe today