Most firms know their revenue. Almost none know which clients are actually profitable.
✅ Track hours internally, not for billing
✅ Set a cost rate per team member
✅ See revenue minus labor per client
Some of your best-paying clients are your worst ones.
The future of accounting is here: AI and REAL automated workflows are changing the industry. Discover insights and strategies to stay ahead ⬆️📊
#accounting#accountingTech #AI
Always ensure your proposal is thorough and clear to build trust and avoid issues down the road.
Proposals are essential for any accountant-client relationship.
#AccountingTips#CPA#AccountingEssentials
Firms don’t lose clients over bad tax advice. They lose them over slow replies and lost documents. The relationship is the moat. Everything else should be automated.
It’s time your firm switched to👇
vylan.app/?x=1
The wait is over! Vylan + Xero + Quickbooks is here.
Three essential systems.
Two powerful integrations.
Here to help you work faster, bill smarter, and log more efficiently.
Propaganda we’re NOT falling for and you shouldn’t either!
• “The client swears they sent it”
• “But it doesn’t integrate with my bookeeping software” 🗣️
• “Waiting until next tax season to implement Vylan (or practice management)” 🤝
• “That’s just how tax season is”
Chasing documents isn’t a discipline problem.
It’s a systems problem.
✅ One link instead of five emails
✅ Reminders on a schedule you set once
✅Nothing to learn, for you or for your clients
Less chasing = earlier filing.
vylan.app/?x=1
AI is changing document review in accounting firms. But where does it actually help?
👉 Sorting and naming files as they
arrive
👉 Flagging figures that don’t match
👉 Catching what’s missing before you do
Is your firm ready?
vylan.app/?x=1
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-Weigh…
186 Followers 395 FollowingA wildflower in a world of roses.
Taiwanese, 37, living in the US.
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33K Followers 583 FollowingChief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, https://t.co/PQnTgtrk2b | Dad x3 + husband | Opinions are my own
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Most of my tweets are related to #TaxTwitter or about Austin, Breckenridge, Italy, tattoos, food and my puppy. He/Him 🇮🇹🇺🇸
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19.0M Followers 69 FollowingApple CEO Auburn 🏀 🏈 Duke 🏀 National Parks 🏞️ “Life's most persistent and urgent question is, 'What are you doing for others?'” - MLK. he/him
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3.9M Followers 2K FollowingFounder and CEO, O'Reilly Media. Watching the alpha geeks, sharing their stories, helping the future unfold. Didn't pay for a blue check, cannot make it go away