Most accounting firms are already doing fractional CFO work They're just not getting paid for it Clients don't need more spreadsheets They need another strategic mind in the room who understands the numbers and helps them make better decisions That's the service. I went deeper on this topic with 700+ Kick C@$ accountants this morning 700+ Kick C@$ accountants this morning Check it out 👇 Sponsored by @HireTeamUp

Will AI change the labor efficiency and margin benchmarks that accounting firms use today? Probably But I would not change the targets yet Most accounting firms are still investing in tools, training, and AI projects before reducing labor or converting the new capacity into revenue That means labor efficiency may get worse before it gets better I discussed my approach for now with 700+ Kick C@$ accountants this morning Check it out here 👇 Sponsored by

If I started my accounting firm again today, I'd do one thing completely differently It isn't pricing It isn't niching It isn't technology I'd start telling the story long before I had the business figured out Building our glamping business completely changed how I think about growing any business I wrote about why and how I'd build a CAS firm differently today with 700+ Kick C@$ accountants this morning Check it out 👇 What would you change if you had to start over? Sponsored by @HireTeamUp

One of my most valuable AI lessons learned Was realizing that AI works better when you give it a team instead of a task I shared how I'm building prompts and custom GPTs that save me hours with 700+ Kick C@$ accountants this morning Check it out 👇 Sponsored by @HireTeamUp

5 years ago, I opened my fractional CFO firm with a bottle of bourbon to celebrate Now I have more freedom & better clients Not all revenue is equal: some clients drain capacity, others create it I went deeper on this with 700+ accountants 🔗👇 Sponsored by HireTeamUp

Accounting AI can tell you what changed. Advisory explains why That gap is where accounting AI will struggle AI can categorize transactions It can summarize financials But it still depends on clean, complete client input. And that rarely happens So you get books that look right, but tell you nothing No story. No insight. No direction Faster work, weaker advisory Better insights do not come from more automation They come from better inputs and better conversations I went deeper on this with 700+ Kick C@$ accountants this morning 👇 Sponsored by TeamUp

Everyone says accounting AI is about to replace bookkeeping I disagree The accounting tech world keeps building pedestals. Some of the biggest ones have already collapsed Until someone figures out how to train the monkey to juggle flaming torches, bookkeepers will be just fine Will accounting AI help them? Absolutely But it still doesn't solve the root issue I went deeper on this with 700+ Kick C@$ accountants this morning 👇 Sponsored by TeamUp

Every January, the gym empties Not because people are lazy but because motivation without meaning fades fast Same with achievement You hit the goal Feel good… briefly Bigger goals don’t fix it They feed the ego, not the soul I unpacked this with 700+ Kick C@$ accountants 🔗👇 Sponsored by Spectr

A discovery meeting with a designer has me rethinking how we do CAS proposals He didn’t pitch packages He didn’t talk pricing He asked me to define the scope first That small shift forces clarity before pricing that will save CAS folks time I dove deeper into this topic with 700+ Kick C@$ accountants this morning Miss the issue of The CAS Cache? Check it out in the 🔗 in bio or 👇 Sponsored by Spectr

A question came up in The Kick C@$ Community about how to train accounting staff for advisory so firms can scale It reminded me: CAS struggles are rarely about training It’s about alignment and capacity I unpacked this more with 700+ Kick C@$ accountants in the most recent issue of The CAS Cache 👇