"It is how we have always done it." That isn't support or justification. It indicates likely never thinking about "why" something is done and high probability of a broken, inefficient process. Time to step into 2026 and out of 1976.

There is something amusing about the backlash with Ring when contrasted with the widespread and continued use of AirTags…

PSA: "It has always been done that way" is not a valid answer for "why has it been done that way?" or "why are you doing that?"

I caught an oversight I made concerning a state deduction of income on a client's tax filings spanning 3 years. They would've never known but I informed them and corrected the filings without fee (the only correct approach). They're incredibly appreciative I caught it, told them,

There are 44 "active license" CPAs with registered addresses in my county and only about 25% are actively working as an employee or Firm owner. This also doesn't factor in people like me with licenses in multiple jurisdictions. The real "active" count is far, far lower...

Gusto is now offering S-Corp election services. YAY. I like Gusto for payroll, but they need to stay in their lane. This is far more than a "payroll issue." #taxtwitter

I’m 40 and live life in a ball cap, hoodie, and jeans. I have an entire closet of suits, sports coats, dress pants, and dress shirts that I never touch. Anyone that objects to my casual attire isn’t anyone I care to work with…

CPAs need to do better. The number of businesses and NPOs I come across with unsupported and outright incorrect accounting entries made by CPAs is mind boggling. They do not arrive at a meaningful end. They're also issuing financials with this garbage.

If you cannot answer why something is being done, you should really consider not doing it...

Accountants and Tax Pros: Please STOP allowing your clients to carry "assets" they haven't possessed for years. It really is not difficult to ask them to review and indicate which assets no longer exist...

Winter has returned to Petoskey! Yep, some Christmas decorations still up on account they’ve been buried since New Year’s and I can’t remove their anchors… 🤣

We might have just had a mid-March blizzard, but are truly fortunate to live in one of the most beautiful places in the world. #NorthernMichigan (Photos are mine)

If you use software that does anything financial--invoicing, payments, inventory, point of sale, etc.--you must clearly think about how it handles accounting tracking functions, and exports it to accounting software. Truly unreal how many businesses never consider this...

Loom's monthly user fee is increasing 80%. Granted, they have maintained the same rate for years. Still, use foresight and consider how it will be received--a straight up 80% increase makes people mad, especially when they don't use the "AI features" used to justify it...

The accounting and tax profession has a major ethics issue, and it is not being sufficiently discussed. Too many professionals are entirely willing to take outright illegal positions. Clients don't always know, and the competent pros are viewed as...not.

I promise you, I do not need to see pictures of scatterings of receipts. Just provide me the summary...

Just once, I’d like to experience a software company under promising and over delivering…just once.

This is certainly true, but also too many accountants that simply do not respond to paying clients…I take on plenty of clients where a professional was paid, and failed to perform or did very subpar work. But yes, you must pay to play…

The simple things in life provide the greatest joy.

Take some time to learn about a non-profit before giving to it, and outside of their own materials. It is somewhat simple in the modern era, but discernment is necessary. Plenty actually do exactly what they claim. Many others do not. Strive to understand the information found in