today's features

internal communication matters, too

bonus checklist: five questions to evaluate yourself.

by martin bissett
business development on a budget

the passport to partnership study collated a number of responses in a conversational style. several examples really stood out as the first steps in effective communication:

would we put this person in front of a client?

more by martin bissett
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meaning: the clients are our source of income; we don’t jeopardize that for anything. if we think that this person will do anything less than consolidate the perception of the firm and its people in the eyes of the client, we’ll keep them back in the office.
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steve yoss: up your ai skills | quick tech talks

transform your workday and discover practical ways to save time.

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quick tech talk
with steve yoss
cpe today

generative ai tools are revolutionizing how we approach work, offering practical, efficient, and innovative solutions for professionals across industries. if you haven’t explored tools like openai’s chatgpt or anthropic’s claude, now is the time to dive in. these cutting-edge technologies are as accessible as they are powerful, requiring no special training—just your ability to clearly express your needs.

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more tech
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imagine completing a 10-hour workload in just six hours. that’s the promise of generative ai: helping you work smarter, not harder.

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what empowerment should look like … and shouldn’t

man intently listening to woman in office

six skills that an auditor needs.

by alan anderson, cpa
transforming audit for the future

empowerment means that teams feel like they have ownership over the outcome, outputs and the process of what they are doing. they need to feel it’s ok to try doing things differently and even to make a mistake – and learn from it. the quality of everyone’s work improves when they have the confidence to present new ideas, and to push back when they think there’s a better way to do something. and empowerment delivers results – especially when it is partnered with owned accountability.

more by alan anderson
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unfortunately, most of us have a better idea of what an empowered team and empowering managers do not look like than what they do look like. let’s look at a few of the ones you may have seen in your time working.
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ten things to tell high-income clients | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

high-income clients have special needs. they want strategic guidance beyond basic compliance and tax preparation.

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for obvious reasons, they deserve the best of care and the utmost attention from their accounting firm. and it’s important to maintain continual contact with these clients. here are 10 things their accountant/tax pro should be discussing with them.
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randy johnston: ai opportunities and risks | accounting influencers

adopting these tools will define future success.

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accounting influencers
with rob brown

randy johnston, a pioneer in fintech and technology for accounting, shares his insights on the rapid evolution of artificial intelligence by diving deep into its history and future potential. johnston traces ai’s roots back to alan turing’s groundbreaking work in the 1950s and walks listeners through decades of milestones, from the first neural networks to openai’s chatgpt.

highlighting the shift to generative ai, johnston explains how tools like chatgpt leverage vast datasets through large language models (llms) to deliver advanced, nuanced responses. “ai isn’t prescient or conscious,” johnston clarified, “but it’s a significant leap forward in what machines can do.”

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