today's features

the dark side of ai no firm can ignore | accounting voices

trust remains the profession’s currency, even in an automated future.

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accounting voices
with rob brown

artificial intelligence is transforming accounting at breakneck speed. it writes reports, summarizes research, drafts client communications, and accelerates analysis. but when ai gets it wrong, it does not whisper. it declares falsehoods with confidence.

that is the warning at the center of a new episode of accounting voices, which pulls back the curtain on real-world ai failures that have already shaken the profession — and explains why no firm can afford to treat ai as a neutral back-office tool.

this is not about hypothetical risk. it is about documented failures, public apologies, reputational damage, and a hard truth every leader must confront: technology does not absolve responsibility.

read more →

does ai belong in tax practice?

burnett says maybe — if you know the rules.

by 卡塔尔世界杯常规比赛时间 research

generative ai is no longer optional for tax professionals—but neither is skepticism.

veteran tax attorney and educator bradley burnett is urging cpas and tax professionals to engage with ai now, warning that delay carries its own risk. don’t, he says, “get left behind at the train station,” he says.

live webinar: is ai fit for tax? with bradley burnett, mon, dec. 29. register | learn more

still, burnett is unequivocal that ai must be handled carefully. he cautions that tools like chatgpt amplify the user’s competence—or lack thereof. “chatgpt in the hands of someone without proper experience and training is like handing a loaded gun to a monkey,” burnett says, underscoring the professional liability risks of blind reliance. read more →

expertise turns suggestions into decisions

woman's hand pressing words "ask an expert"

the fourth requirement to make clients value your advice.

by hitendra patil
client accounting services: the definitive success guide

in advisory-cas, providing value to clients goes beyond the usual. it involves cultivating a thoughtful and ongoing relationship that’s founded in trust, credibility and tangible results/outcomes.

more by hitendra patil
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as we have learned so far, as an accountant, you must work diligently to provide advice that is not only timely but also relevant and usable. it’s an absolute must. after all, advice that arrives too late to be useful, does not fit the client’s unique situation, or is overly complicated to put into practice, simply isn’t effective, no matter how well-meaning it may be.

yet even when advice meets all these criteria, i.e., timeliness, relevance, and usability, there still remains a hidden pitfall that can quietly undermine its value.
read more →

true story: when the feds came knocking

three tech solutions for protecting client data.

by jody grunden
building the virtual cfo firm in the cloud

have you ever been contacted by the irs with the fbi involved? i can tell you from firsthand experience that it’s a bit alarming when that happens!

more by jody grunden
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

we were once contacted by the irs because they thought our server had been compromised. when the field officer who came to our office asked to see our server, we explained that we didn’t have a server.
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grassi: how the hell did this happen? | gear up for growth

here’s what it takes to grow a cpa firm from zero to the top 100—without losing your soul.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by the balanced millionaire: the advisor edition by dr. jackie meyer | see today’s special offer

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build a 7-figure firm in just 4 hours a week!
.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

when lou grassi started his firm at age 24, he couldn’t afford to pay himself. there was no client base, no safety net, and no guarantee it would work.

more than four decades later, grassi is the 56th largest accounting firm in the u.s., with $146.5 million in revenue, seven offices, 58 partners, and more than 560 employees. and yet, as grassi tells host jean caragher on gear up for growth, the most important lessons from that journey have very little to do with size.

they have everything to do with intention.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

in this conversation, grassi reflects on what it takes to build a firm that grows sustainably, treats people like owners, and stays independent in a profession reshaped by private equity, talent shortages, and rapid change.

read more →