K1x Bets $175 Million to Beat the K-1 Bottleneck
K1x is betting $175 million that AI can bring order to one of tax’s most stubborn bottlenecks.
By Seth Fineberg
For CPA Trendlines
PODCAST
Karen Reyburn: Use Your Creativity as a Competitive Advantage | The Disruptors
Curiosity, problem-solving, and creative habits help strengthen marketing, improve client experiences, and bring more humanity to an AI-driven profession.
Sponsored by Radical Pricing: Optimize Profits, Delight Clients, and Build a Top-Value Firm
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The Disruptors
With Liz Farr
For CPA Trendlines
Karen Reyburn, managing director of We Are PF and author of the new book Accountants, You Are Creative, wants accountants to embrace their innate creativity.
Reyburn’s first book, The Accountant Marketer, laid out the building blocks of marketing for accounting firms based on what worked for the firms that she and PF worked with. She noticed that just having a playbook and structure for marketing wasn’t enough. “The accountants who were seeing the greatest success, the greatest transformation for themselves and their clients, were the ones that either knew that they were creative human beings, they knew they had creativity within them, or at least they were open and curious about what that looked like, and willing to try,” she explains.
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As she watched AI’s rapid advancements over the last few months, she nearly shelved the manuscript. “Is this even relevant anymore? With all this stuff about AI, does anyone care about this mindset of creativity?” she wondered. But as she thought about AI and talked to accountants, she realized she was seeing a “both, and” moment. “You’re seeing leaning into AI to help you with tasks and repetition, and you’re seeing people want more humanity, more opportunity to trust you, more case studies, more in-person events,” she explains.
Would You Fire Yourself? | Accounting Voices
Technology, consolidation, and changing expectations expose weaknesses in business strategies.
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Accounting Voices
With Rob Brown
Accountants help clients plan for growth, manage risk, and prepare for uncertainty. But what happens when they turn that same scrutiny on their own firms?
The answers may be uncomfortable.
In this episode of Accounting Voices, host Rob Brown discusses how the profession’s ability to solve other people’s business problems does not always translate into a willingness to confront its own.
The discussion centers on a deceptively simple question: What changes your thinking about accounting? Across conversations with firm leaders, technology specialists, coaches, consultants, and others, familiar assumptions begin to unravel — about who should run a firm, what makes advisory services valuable, and how much protection technical expertise actually provides.
One challenge, attributed in the episode to leadership and organizational development specialist Alice Gray Harrison, brings the issue into sharp focus: If your firm were your client, would you fire yourself for lacking a five-year strategic plan?
It is a question that makes the episode less a reflection on the past than a test of what leaders are willing to change now.
How to Survive Tax Season Without Burning Out Your Teams | It’s Not Just the Numbers
The expectation that tax preparation can happen instantly is creating real pressure.
This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
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It’s Not Just the Numbers
With Penny Breslin and Damien Greathead
For CPA Trendlines
Tax season is supposed to be predictable. The work comes in, the work goes out, the deadlines hold. But this year, something broke for accounting firms across the board — and it wasn’t the tax code.
The culprit wasn’t client volume or staffing shortages. It was prioritization and communication, specifically, the gap between where priorities were being set and where the people doing the work were actually looking.
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If your firm made it through but felt like you were always reacting, always chasing, always a step behind — this breakdown is for you.
Who’s Qualified to Advise? | ARC
ARC hosts debate credentials, accountability, and the risks of advice that exceeds a provider’s expertise.
Sponsored by Radical Pricing by the Radical CPA, Jody Padar | See Today’s Special Offer
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Accounting ARC
With Liz Mason, Donny Shimamoto, and Byron Patrick
Center for Accounting Transformation
A business owner asks for financial reports. A bookkeeper delivers them. For years, the arrangement appears to work — until another accountant examines the numbers and discovers that the reports do not add up.
The owner receives exactly what he requests. What he misses is someone qualified to question the request.
That story, shared by Byron Patrick on the Accounting ARC podcast, captures a problem that reaches beyond bookkeeping: Small-business owners may know they need financial help without knowing how to evaluate the people providing it.
MORE Accounting ARC: Stop Waiting for the Perfect Time to Get Involved | Your AI Agent Should Show Its Work | AI Isn’t Erasing Tax Careers. It’s Rewriting Them. | Accounting Internships Need an Upgrade | The CPA Career Nobody Talks About | Conference Season Exposes Accounting’s Knowledge Gap | The Feedback Mistake That Costs You Your Best People | Is Your Boss Really the Problem? | Most Accountants Are Missing This AI Shift | AI Can Fix Your Workflow—or Break It in Seconds | Efficiency Is the Wrong Goal for AI | Accounting’s Hidden Talent Risk: The Sandwich Generation | Built Fast. Sold Faster. Broken Later? The Truth About Accounting Tech | Recognize When You Need to Recharge Before You Burn Out | Valuing More Than the Balance Sheet
For accountants, that creates both a responsibility and an opportunity. Explaining professional value requires more than listing credentials or promising accurate books. It means showing owners what an effective accounting relationship can help them understand, decide, and accomplish.