Bissett Bullet: Keeping Up Appearances
Today’s Bissett Bullet: “So many judgments are made of us as accountants by prospective clients, sometimes even before we open our mouths.”
By Martin Bissett
Today's Features
What AI CEO’s Warning Means (and Doesn’t) for Accountants
Five reasons your work is safe … if you’re doing the right work.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
OpenAI CEO Sam Altman has issued a fresh warning: Some jobs are just going to go away. “Totally, totally gone,” as reported by Techspot. Altman was discussing the effect of artificial intelligence on customer support roles and indicated that entire categories of work could be under threat.
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MORE by Hitendra Patil: The DNA of Advisory-CAS | Advisory Is Not Consulting | What Exactly Is Client Advisory Services? | Review Your CAS Offerings | CAS Prospects Want Proof? You’ve Got That | What AI CEO’s Warning Means (and Doesn’t) for Accountants | Ditch the Sales Pitch | How to Get CAS Clients to Blow Your Horn | Four Questions for Choosing CAS Clients | What Is Your Firm’s Marketable Value? | Seven Tips for CAS Marketing | Twelve Things That Kill Your CAS Profits
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AI eliminating middle-class jobs immediately raises severe concerns. But what does it mean for accountants? While AI automation clearly targets customer support, accounting professionals should naturally wonder if their work is next.
Conference Season Exposes Accounting’s Knowledge Gap | ARC
From vendor demonstrations to hallway conversations, this year’s conference season highlights both excitement and uncertainty across the profession.
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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation
Every summer, accounting professionals pack conference centers looking for the next big idea. They attend breakout sessions, visit vendor booths, compare notes with peers and return to their firms with pages of ideas.
This year, however, the conversations feel different.
Artificial intelligence still dominates the agenda, but the Accounting ARC hosts notice a subtle shift beneath the excitement. The biggest takeaway isn’t simply that AI is everywhere. It’s that many accountants are struggling to separate innovation from marketing, capability from hype, and opportunity from risk.
MORE Accounting ARC: 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
In this episode of Accounting ARC, hosts Byron Patrick, CPA.CITP, senior product manager for Karbon and co-founder and educator for TB Academy; Donny Shimamoto, CPA.CITP, CGMA, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation; and Liz Mason, CPA, CEO of High Rock Accounting, reflect on what they observe during this year’s conference season—and what those observations reveal about the profession’s next challenge.
The Post-Audit Debrief Most Teams Get Wrong
Why most debriefs fail to change the next audit—and how to turn them into real design inputs
By William Englehaupt
As one audit cycle closes and the next begins, most teams go through some form of debrief. In theory, this is where learning happens, where teams step back, reflect on what worked, what didn’t, and carry those insights forward.
In practice, it rarely works that way.
Debriefs are often rushed or treated as closure rather than input. The questions are familiar—what went well, what didn’t—but the discussion stays at the surface. Late nights, difficult clients, tight deadlines. The symptoms are easy to identify. The underlying causes are not. READ MORE →
Marketing Success in Ten Steps
Tracking your interactions is key.
By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention
If you recently passed the CPA exam, Bar or other professional designation, congratulations. You put a lot of work and time into learning about the technical aspect of your profession.
MORE by August J. Aquila
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Unfortunately, what they didn’t teach you is how to build a professional practice, gain clients and understand client needs. These talents are just as important as being a good auditor, tax consultant or management consultant.
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