Writing
Scaling Clients is my current publication. I write for owners of bookkeeping, accounting, tax, and CPA firms who want useful ideas they can put to work in the firm.
The practice-growth letter for bookkeeping, accounting, tax, and CPA firms.
Recent issues
Turn On Email Quarantine in Microsoft 365
Open the Junk Email folder on any mailbox at your firm and read it for a minute.
The Owner's Guide to AI That Actually Helps
Every AI number aimed at this profession is a measurement somebody chose. Four questions that turn one back into something you can check, run on my own two products at the end.
Capacity Before Headcount
Hiring into a broken delivery system buys you a more expensive problem
Earlier notes on LinkedIn
Before Scaling Clients, I shared shorter notes on LinkedIn. A few are collected below.
- Optimistically random: what automated categorization looks like when the model has no context for the transaction it’s filing. Start here if you want the short version of why the accuracy number on the box isn’t the number that matters.
- Clicking categorize 500 times a day: the problem all of this automation points at, and why the tedium is the tell rather than the complaint.
- The $3,847.92 Stripe deposit: why reconciliation, not categorization, is where automated bookkeeping gets its real test.
- Claude Cowork and the month-end close: an honest read on where a general AI agent is genuinely good and where it stops, which is one folder at a time rather than 30 client books each carrying its own audit trail.
- Reconciliation is a matching game: the case for clearing the easy matches fast so your attention lands on the one line that is actually wrong. Written while the thing was still being built.