Why Your CPA Still Matters in the Age of AI

AI tools like ChatGPT and Microsoft Copilot are now common in accounting. They can crunch numbers, spot patterns, and even draft reports in seconds. That’s genuinely useful, but it raises a fair question: if a computer can do so much of the work, what’s left for your accountant to do? A recent Journal of Accountancy […]
We Built You a Free Tool: Introducing the Summer Cash Flow Workbook

Summer is one of the most financially unpredictable times of year for small business owners. Revenue gets inconsistent. Expenses don’t slow down. Estimated tax deadlines arrive whether you’re ready or not. And for many businesses — especially in construction, healthcare, food & beverage, and professional services — the gap between what looks good on paper […]
How to Use ChatGPT Safely in Your Business

Using AI tools like ChatGPT can be incredibly valuable for businesses—but the key is how you use it. Today, many accountants, attorneys, consultants, and companies rely on AI safely by following a few practical guidelines. Here’s how your business can do the same. 🔐💼 1. Never Share Sensitive Client Information The most important rule: do […]