Working notes from the practice.

Practical writing on tax, advisory, and forensic work, the kinds of things I find myself explaining to clients more than once.

The AI-Native CPA

A working definition of the AI-native CPA: a practice designed around the assumption that AI does the production work. The doing is delegated, the judgment is the product, and the practice can build what it can't buy. Plus the five marks I'd recognize one by.

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How I think about §7216 and AI on tax work

A practitioner's working view of how IRC §7216 applies when you put AI in your tax workflow: when it counts as a disclosure, when you actually need client consent, and the vendor setup that holds up. Not legal advice.

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My Journey to Starting an AI-Native Accounting Firm

A personal narrative in the May/June 2026 issue of GSCPA Current Accountants, how I left a traditional firm, took a detour through government and tax-tech, watched AI capability shift faster than I'd believed possible, and came back to public accounting to build a firm intentionally designed around it.

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Beyond the Chatbot: The Rise of Agentic AI

Copilots were the warm-up. A look at AI agents that perceive, plan, and act on their own, and what the shift from copilot to autopilot means for accounting and audit work.

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The 5 Numbers That Can Make or Break Your Growth

Every founder knows their revenue. Far fewer know the handful of numbers actually driving their growth or eating their profit. The five core metrics that separate companies that grow profitably from the ones that scale into a black hole.

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2025: The Rise of The Business Owner

What used to take $50,000, a team of specialists, and months of planning can now be done in a weekend with $20. Why this may be the easiest moment in history to start a business, even if you don't feel ready.

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The Revenue Treadmill Effect

70% of businesses that fail had positive cash flow in their final year. They didn't starve, they drowned. Why a business that makes money and a business that builds wealth are not the same thing.

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