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 down and walk...

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 company's...

Every accountant on LinkedIn is telling you AI will revolutionize your accounting. I'm going to tell you something different. I've been in accounting for 28 years. I'm currently building Python automation tools using the Anthropic API. I have one foot in the trenches with clients whose books are a disaster, and one foot in the code, building the tools that are supposed to fix it. So I can tell you with some authority: AI is not going to fix your books. Here's what's actually happening. 1. AI...