Q&A

A collection of 26 posts

Exclusive

Why equity belongs in every engagement

Meg K. Wheeler, accountant, activist and founder of The Equitable Money Project, says accounting professionals can be powerful agents for economic equality.

Exclusive

Keep it moving: Why your team needs a project sherpa

Amanda Wilkie, PMP, breaks down how firms of all sizes can harness project management for smoother systems, stronger client experiences and far less partner panic.

Q&A

Burnout isn't a badge of honor

Lauren Baptiste, CPA, a former Big 4 pro turned coach, pulls back the curtain on what's really driving burnout.

Q&A

Going it alone isn't the power move you think it is

If you've ever felt like you're building your firm on an island, juggling tax season, tech decisions and the occasional existential crisis, Logan Graf gets it.

Q&A

No more cookie-cutter leadership

Jodi Krymuza helps business leaders and entrepreneurs trade burnout for alignment by leading with authenticity.

Q&A

Clicks and clients: A Google Ads gut check

Robert Satrom gives guidance on using ads to bring in clients

Q&A

From time to transformation: A smarter way to price

Raj Bhaskar has some words of advice for reframing your value

Q&A

Podcasting powers connection

Keila Hill-Trawick dives into the power of podcasting to deepen trust

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Putting the balance back in balance sheets

Alana Heim discusses ways to help clients in a more holistic way

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From crunching numbers to clearing the fog

David Safeer redefines value and how to avoid slowing your momentum

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Three ways to attract new accounting clients

Kimberly Green gives tips and tricks for attracting new clients

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Bookkeepers behaving badly? Spot red flags before it's too late

Jackie Rockwell discusses bookkeeping red flags to heed

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From audits to algorithms: How one CPA took on tech

Dive into efficiency and tech with Kelly Mann

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Rethinking certifications after the CPA

Gabrielle Juba gives expert insights on certifications, and if they're truly worth it

Q&A

'You must have the heart of a teacher.'

Adam Lean shares insights on growing profitable, impactful practices.

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Marketing advice accountants can count on

Brea Woodson gives her practical advice on marketing for accountants and bookkeepers

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Real estate investors and bookkeeping: A messy relationship?

Adam Hamilton discusses ways accountants can help their real estate investor clients

Q&A Featured

'The talent crisis means enormous workloads'

The talent crisis means enormous workloads, but neuroscience-based strategies can help accountants manage stress, build resilience, and turn pressure into an advantage.

Q&A Featured

Empowering small business clients with a new money mindset

Ruchi Pinniger gives advice on guiding your clients toward financial confidence.

Q&A

For modern CFOs, it's about more than just the numbers

Subscribe to The Net Gains Newsletter By Janet Berry-Johnson | for The Net Gains A version of this story first appeared in The Net Gains newsletter. To get it in your inbox twice a week, sign up for free, here. The role of CFO isn't what it used to

Q&A

Practical ways to embrace AI in your firm

Ellen Choi shares how AI is reshaping accounting and what firms must do to stay competitive in a rapidly evolving industry.

Q&A

Standing out in the competitive talent market

Attracting and retaining talent has been a top priority for firms of all sizes in the AICPA’s annual Private Company Practice Section survey for, well, as long as most of us can remember. But the problem isn’t going away. Jacqueline Lombardo, MHR, operations manager and head of human

Q&A

Turning numbers into opportunities

Sade Meeks is using her leadership and career skills as an accountant to impact future students through scholarship.

News

Cash is king: Accountalent CFO on AI, taxes, and cash flow

Subscribe to The Net Gains Newsletter The Net Gains had the opportunity to chat with John Jeanson, CFO of Accountalent, a firm specializing in startup tax and accounting, and is heavily involved in supporting innovation and mentorship through partnerships with Ivy League schools like Harvard and MIT. Here, Jeanson, who

Q&A

From restaurants to fintech - how this payroll solution got its start

Subscribe to The Net Gains Newsletter Helping out in his parents’ Mexican restaurants while growing up in Denver, Arthur Garcia experienced the struggles of small business ownership firsthand — especially the headaches of accounting and payroll. Those early lessons stuck with him, sparking a mission to empower Latino entrepreneurs who are