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Who to Hire First

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Woman and man shaking hands across a desk

Strategies for building your dream team.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

“A team is not a group of people who work together. A team is a group of people who trust each other.” – Simon Sinek, “Start with Why”

Building a successful advisory practice isn’t a solo endeavor. Yes, you might start as a one-person shop, but to truly scale your business, reclaim your time, and achieve the Balanced Millionaire lifestyle, you’ll eventually need a strong, capable team. Otherwise there’s a cap, or ceiling, on your revenue generation while you also burn all of your time.

MORE Jackie Meyer
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This article focuses on the critical process of hiring a team that aligns with your vision and values. We’ll explore how to identify what roles to hire for, craft compelling job descriptions to attract the right talent and conduct effective interviews to vet candidates.
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Twelve Ways to Use ChatGPT Today

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Embrace artificial intelligence in your accounting practice.

By Jackie Meyer
The Balanced Millionaire: Advisor Edition

In today’s rapidly evolving landscape, technologies like artificial intelligence (AI), natural language processing (NLP) and advanced large language models (LLMs, the brains behind tools like ChatGPT) are no longer futuristic concepts – they’re here now, and they’re incredibly powerful. Integrating AI into your tech stack can revolutionize your practice, freeing up time, enhancing client service, and providing insights that would be hard to get manually.

MORE by Jackie Meyer
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It might sound a bit abstract or even hype-y, so let’s break it down in practical terms for an accounting and tax advisory firm.

What are AI, NLP and LLMs?

  • Artificial Intelligence: AI is a broad term for machines or software that mimic human intelligence processes. This includes learning from data (so they improve over time), reasoning to make decisions or predictions, and self-correcting when they get things wrong. In practice, AI can be as simple as an email spam filter (which “learns” what spam looks like by example), or as complex as an autonomous vehicle. In our context, think of AI as tools that can analyze data or perform tasks in a humanlike way – but at computer speed and scale.

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OCR, Research Bots & Meeting Assistants: What Actually Helps Now | ARC

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Firms use AI, planning, and “hope” to make tax season more manageable.

Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

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Accounting ARC
With Liz Mason, Byron Patrick, and Donny Shimamoto
Center for Accounting Transformation

Build a 7-figure firm in just 4 hours a week!

As firms head into tax season, the hosts of Accounting ARC make a case for lowering the temperature — and the workload — with practical tech choices, proactive planning and a stronger focus on people.

MORE Accounting ARC: Return Season is the New Stress Test | Small Firms May Have the Biggest Advantage in 2026 | Downgraded: What the DOE Said About Accounting | Savage: Using Your License as a Megaphone |  Baker: Interpreting Pricing Psychology | Don’t Get Fired by Your Own Automation | What Amazon Doesn’t Tell You | Royalties, Residuals, and Reality Checks | ARC-SLC | Free Speech Is a Right; Respect Is a Responsibility | Cash Bags, Casinos & Audits: How First Jobs Shape Us | Gen Z Redefines Careers | Bootleggers, Baptitsts & CPAs: Rethinking Licensure

In a special Tax Season Readiness episode, Donny Shimamoto, CPA.CITP, CGMA; joins co-hosts Liz Mason, CPA; and Byron Patrick, CPA.CITP, CGMA; to preview new tax platform research, spotlight emerging AI tools and talk candidly about what helps teams sustain momentum from January through April.

Shimamoto, founder and managing director of IntrapriseTechKnowlogies LLC and founder and inspiration architect for the Center for Accounting Transformation, sets the tone early. He says he intentionally avoids calling it “busy season,” noting that practitioners tell him the upcoming cycle may feel lighter than the past few years. The conversation that follows keeps returning to the same core question: What, specifically, helps firms reduce friction before deadlines hit?

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Outlook 2026: Accountants Brace for a Rough Economy

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Expect strong demand for tax planning, business advisory and bookkeeping cleanup work. 

By CPA Trendlines Research

The CPA Trendlines Busy Season Barometer indicates that tax and accounting leaders anticipate growth in their own firms, even as they prepare for anxious business clients, persistent inflation, and a policy environment that keeps planning on edge.

MORE Busy Season and 2026 Outlook

BUSY SEASON BAROMETER: Join the survey. Get the results

About half of all accountants in the survey are bracing for a deteriorating economy, with a third expecting rosier scenarios, for a net negative 17.2 percentage points. For small and mid-sized businesses, accountants are at a negative 9.3 points.

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Outlook 2026: Agentic AI Reaches the Tipping Point in Tax and Accounting Firms

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AI-powered firms are closing books faster, reallocating staff time to higher-value work, and widening the competitive gap with slower adopters.

By CPA Trendlines Research
Cornerstone Report

As artificial intelligence transitions from a buzzword to a business imperative, CPA firms across the U.S. are quietly beginning to deploy generative AI assistants, machine learning tools, and “agentic” AI platforms to automate audits, prepare taxes, and provide financial insights.

With the astonishing surge in AI adoption, firm leaders say we’ve reached a tipping point where those not investing in AI risk being left behind.

MORE CPA Trendlines Cornerstone Reports

In this Cornerstone Report, accounting firms show how they are leveraging AI to transform their operations, the benefits and challenges they are encountering, and what it all means for the future of the profession, including:

  • Why AI adoption in CPA firms has hit a tipping point
  • How agentic AI is transforming tax, audit, and advisory work
  • The real productivity, ROI, and revenue gains firms are reporting
  • What AI means for staffing, skills, and firm economics
  • The risks, governance challenges, and regulatory implications ahead
  • How firm leaders can deploy AI without falling behind

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