Where finance, technology, and operating reality meet.
The firm's writing on AI governance, CFO leadership, tax strategy, and the operational financial questions modern operators actually wrestle with. Six years of accumulated thinking — and a publication cadence that keeps growing.
Women’s International Day
Women’s International Day means a lot to me, for reasons deeply personal. This isn’t a story I talk about often, but it’s one filled with many “firsts” that…
Read article →Time and Value
As I’ve aged, I’ve come to place a higher value on my time, and I struggle to understand why I didn’t do so sooner. This morning, while driving…
Read article →Auditing and Fraud Detection in Cryptocurrency Accounting
Where there is an inflow of money, there is bound to be fraud and cryptocurrency is no different. The rise of cryptocurrency has revolutionized the financial world, offering…
Read article →How to Read Financial Statements
I constantly have clients that do not understand what accountants do and how they are saving the company money. The truth is, accounting has become such a necessity…
Read article →3 tips in the Workplace for Millennials and the Generation Before
Millennials or Generation Y is the largest workforce in the market. The following are tips for employers, co-workers, managers and generations before Generation Y in which I will…
Read article →Reaching Deadlines and Results
One of the biggest failures that I see in companies is not accomplishing deadlines. When a business is unable to meet their deadlines, it causes failures in businesses…
Read article →The Era of Old School Accounting is Over
This generation is redefining all industries and accounting is trying to catch up with changes in business practices and tax laws. Accountants are known as boring and robotic…
Read article →Marijuana-Apocalypse of “2018” can give you a Tax Break!
Your Tax Break Starts Here Beginning in January 2018, there was a lot of product left over before California legalized recreational cannabis. Companies raced to grow and extract…
Read article →The thinking we'd be doing in your inbox.
A monthly newsletter for operators and the CFOs who serve them. AI governance updates, tax strategy windows, CFO playbook excerpts, and the firm's perspective on what's shifting in modern finance.
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