Everyone selling AI to accountants right now is showing you the wins. The clean output. The hours saved. The slick before-and-after. I'm going to show you the opposite. Here are three times AI got something wrong on real client work this year — and how I caught it before it went out the door. Not because I'm trying to scare you off the tools. The opposite. I use AI every day. But the reason it works for me isn't the tool. It's that I assume it's wrong until I've proven it's r

Let me ask you something. Pull up your bank statement right now and add up every software subscription your accounting practice pays for monthly. QuickBooks. Practice management. Document storage. Tax software. Communication tools. Reporting platforms. Forecasting tools. E-signature. Time tracking. Billing. Go ahead. I'll wait. If you're like most solo practitioners and small firm owners I talk to, that number is somewhere between $800 and $2,500 per month. Every single month

Let me paint you a picture. It's Monday morning. You've just onboarded a new client — a landscape company with 40+ active accounts, a mix of recurring maintenance contracts and seasonal project work, and a owner who wants to know if they can afford to hire two new crew members in March. You need a cash flow forecast. A real one. Not a trend line. Not a QBO summary report dressed up as a forecast. An actual, working model with formulas, assumptions, and something you can sit d

A few weeks ago I wrapped up one of the most complex engagements I've taken on as a solo practitioner. A PE-backed behavioral health company needed their books converted from cash basis to accrual basis — fast. New investors were doing due diligence. The timeline was 3 weeks. The scope was 15 months of accrual entries covering revenue and expenses. Here's what made it complicated: The company used two billing systems that overlapped during a mid-year transition. The parent co