Lessons

  • Is AI Really Taking All the Jobs? Yale’s Data Says Not Yet.

    Is AI Really Taking All the Jobs? Yale’s Data Says Not Yet.

    I see the headlines every day. Another tech company announces layoffs. The reason is always AI. It feels like a massive shift is happening right now. A robot revolution wiping out jobs left and right. But is that what’s really going on? I wanted to check the hype against the data. So I dug into…

  • Is Finance Tech Finally Moving Beyond Just Cost Cutting?

    Is Finance Tech Finally Moving Beyond Just Cost Cutting?

    I’ve been in a lot of rooms recently. The conversation often turns to managed services. The pitch is always the same. Finance tasks like bookkeeping are not strategic. They are a cost center. So let an outside firm handle it. Your CFO can then focus on “real” strategy. This has been the narrative for years.…

  • Is Gen AI Actually Delivering ROI? Wharton and MIT Disagree.

    Is Gen AI Actually Delivering ROI? Wharton and MIT Disagree.

    I keep seeing conflicting headlines about Generative AI. One day it’s a revolution. The next it’s a failure. This paradox hit home recently with two major studies. A new report from Wharton says 75% of enterprise leaders see a positive return on investment (ROI) from Gen AI. But I clearly remember an MIT study from…

  • The M&A Wave in Accounting: What’s Driving It?

    The M&A Wave in Accounting: What’s Driving It?

    I keep seeing headlines about another accounting firm getting bought. It feels like a weekly event. This isn’t just a trend for big tech companies anymore. It’s happening right in our own backyard. The accounting landscape is actively consolidating. Large, well-capitalized firms are strategically acquiring smaller ones. This is changing the structure of the industry.…

  • Breaking Down OpenAI’s $38 Billion Deal with Amazon

    Breaking Down OpenAI’s $38 Billion Deal with Amazon

    It happened again. Another week another shocking AI deal. This time OpenAI is signing a massive cloud deal with Amazon Web Services (AWS). These announcements are becoming common. But the numbers are still hard to comprehend. I wanted to look under the hood. What does this deal actually mean for OpenAI and Amazon? And why…

  • Your Next Client Won’t Google You. An AI Will Recommend You.

    Your Next Client Won’t Google You. An AI Will Recommend You.

    For years the game was simple. Get on the first page of Google. If someone searched for a complex financial question you wanted your firm’s white paper to be the top result. That was the core of digital marketing. SEO. Search Engine Optimization. I’ve watched this play out for over a decade. Firms poured resources…

  • Is Your AI Subscription Taxable? Here’s How States Are Deciding

    Is Your AI Subscription Taxable? Here’s How States Are Deciding

    I was signing up for another AI tool the other day. When I got to the checkout page I noticed something interesting. There was no sales tax. That got me thinking. Is my subscription for this tool subject to sales tax? The answer is far from simple. Businesses are adopting AI tools at a rapid…

  • I Investigated How AI is Used in Accounting. The Answer is Accounts Receivable.

    I Investigated How AI is Used in Accounting. The Answer is Accounts Receivable.

    I get asked a lot about AI. People want to know where it’s actually making a difference in business right now. Not in the future. Today. I was reading a report from CPA Practice Advisor and found a surprisingly clear answer: accounts receivable. This isn’t a hypothesis. It’s a place where companies are using AI…

  • I Dug Into America’s Scramble for Rare Earths. Here’s What I Found.

    I Dug Into America’s Scramble for Rare Earths. Here’s What I Found.

    I kept seeing the term “rare earth elements” in the news. It always seemed to pop up during discussions about US-China trade talks. It felt like a big deal but I didn’t have a solid grasp on the details. What are these materials? And why is the US government suddenly pouring money into them? I…

  • I Looked Into AI Browsers. Here’s Why They’re a New Risk for Accountants.

    I Looked Into AI Browsers. Here’s Why They’re a New Risk for Accountants.

    AI browser agents are designed to automate tasks but pose security risks, particularly in finance. Malicious prompt injections can manipulate these agents to access sensitive data, bypass internal controls, or execute unauthorized actions. Professionals must update security measures and protocols to safeguard against these new threats and ensure data integrity.