AI adoption is surging, but most companies struggle to scale its value. Tech expert and be radical co-founder Pascal Finette helps leaders navigate the evolving technology landscape—and today, he’s breaking down what businesses get wrong about AI and how to get it right. With nearly 30 years in tech, including leadership roles at Google, eBay, and Mozilla, Pascal shares practical strategies for integrating AI, overcoming challenges, and driving real impact. Listen in to learn how to harness AI for growth, efficiency, and innovation. Resources: Pascal Finette website be radical Boston Consulti ..read more

In this episode, I speak with Mark Koziel as he steps into his new role as CEO of the AICPA, succeeding Barry Melancon, who led the organization for nearly 30 years. Mark shares his vision for the profession, bringing a global perspective from his experience at both the AICPA and Allinial Global. We discuss key challenges like talent shortages, technology, and regulatory shifts, as well as the importance of community and keeping the profession strong for future generations. From private equity risks to new opportunities, Mark sees every challenge as a chance for growth. Whether you're a CPA, s ..read more

Client Advisory Services (CAS) has become one of the most profitable and in-demand service lines in accounting, with revenues surging 17% in two years. Amy Bridges, Senior Manager of Practice Development at CPA.com, unpacks key findings from the latest CAS Benchmark Survey, revealing how top firms achieve $250,000 in median net client fees per professional and why 90% have moved away from hourly billing. From pricing strategies to scaling advisory services, this conversation offers actionable insights for firms looking to maximize CAS growth. Resources: CPA.com’s 2024 CAS Benchmark Survey Amy ..read more

Maryland's General Assembly is in session, facing a significant budget deficit. In this episode, State Senator Brian Feldman, CPA, breaks down the tough decisions ahead, including the potential taxation of professional services. He emphasizes why legislative advocacy is crucial for CPAs, who can influence tax policy and business decisions. Senator Feldman also explains how Maryland’s legislative process is accessible, offering CPAs a chance to make a real impact. We also discuss how Maryland’s economic, energy, and environmental policies will shape the future, making it vital for CPAs to be in ..read more

What’s next for CPAs after the election? I sit down with Lauren Pfingstag Vahey, AICPA’s Director of Congressional and Political Affairs, to explore the impact of a new president and Congress on the profession. We discuss the future of the Tax Cuts and Jobs Act, potential new tax legislation, and the recent IRS funding boost from the Inflation Reduction Act. Lauren also shares insights on the possible restructuring of the PCAOB under SEC oversight and offers advice on how CPAs can stay actively engaged in legislative advocacy. Tune in to this essential conversation to navigate the evolving pol ..read more

AI is the new social media—exciting, risky, and in need of guardrails. In this episode, we explore what makes a good AI policy and how to navigate the powerful tools reshaping our world. From confidentiality to data reliability, we cover key considerations for using AI responsibly. Joining the conversation is digital strategist Maddie Grant from Propel. She shares insights on crafting effective AI policies, testing their strength, and understanding where we stand in this fast-moving AI era. Tune in for essential guidance on shaping AI policies that protect and empower your organization. Resour ..read more

AI is the new social media—exciting, risky, and in need of guardrails. In this episode, we explore what makes a good AI policy and how to navigate the powerful tools reshaping our world. From confidentiality to data reliability, we cover key considerations for using AI responsibly. Joining the conversation is digital strategist Maddie Grant from Propel. She shares insights on crafting effective AI policies, testing their strength, and understanding where we stand in this fast-moving AI era. Tune in for essential guidance on shaping AI policies that protect and empower your organization. Resour ..read more

In this episode, we honor the remarkable career of Alvin Katz, Co-Founder & Director of KatzAbosch, a firm he helped build from the ground up in 1969 into one of the largest CPA and business consulting organizations in the Mid-Atlantic. As Alvin retires after 55 years at the helm, he shares his journey, the evolution of the profession, and the lasting impact of KatzAbosch on the Maryland community. Join us for an insightful conversation on building a lasting firm, embracing change, and the future of accounting and finance. Resources Alvin Katz, Co-Founder & Director of KatzAbosch Alvi ..read more

Today's show we talk about remote work, hybrid work, talent shortage, and everything in between. Since COVID, many futurists felt remote work was here to stay as "the new normal" and many employees felt a certain power in being able to request working from home. However, there were some large organizations that began to require employees come back to the office full time even though studies showed employees not only preferred remote work but were just as productive working from home. Now, we're seeing that there can be a balance between the extreme of employers demanding working in the office ..read more

In this episode we're talking about ethics in Artificial Intelligence (AI). Rumblings about the future of AI have been surfacing as well as questions about whether human biases are affecting the decisions AIs are making. Those questions are finding their way into our profession. A recent Accounting Today article reports a growing number of accounting service solutions are using AI for a wide range of applications. The accounting profession has spent $1.5 billion on this type of software in 2021 and is projected to spend $53 billion by 2030, according to a report from Acumen Research & Cons ..read more