Owner of Celerity Accounting, 40 under 40 CPA, and lover of new tech.
Business
Dec 22, 2025
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5 min read
Growth forced a rethink
Accounting
+1
Dec 5, 2025
6 min read
The one thing every CAS firm gets wrong.
Nov 21, 2025
Reduce the cognitive load or lose the client.
Nov 7, 2025
4 min read
The slow shift from partnership to overextension.
Oct 27, 2025
The firms that thrive next year won’t do things the same way as last year.
Oct 10, 2025
It's time to stop being historians.
Sep 26, 2025
8 min read
Why your network is the most scalable system you’re not investing in.
Sep 15, 2025
Three and a half years of “perfect” churn almost stalled our growth.
Aug 29, 2025
Boring financials won't cut it for much longer.
Aug 15, 2025
The secrets to keeping clients for life
Aug 1, 2025
7 min read
Most firms deliver data. Great ones deliver an experience.
Jul 18, 2025
This is how I got strangers to trust me (and pay me more)
