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Sep 20, 2023

Nicole Davis isn't your typical CPA firm owner. She has five children, owns three businesses and has crafted a presence on social media including an account with more than 12,000 followers on X, formerly known as Twitter. She also never worked in public accounting before launching her firm, Butler Davis Tax...

Aug 16, 2023

There’s been a buzz around artificial intelligence for years, but nothing like the swarm of interest generated by ChatGPT.


Microsoft-backed research laboratory OpenAI launched ChatGPT in November 2022. By January, the large language generative AI chatbot had attracted more than 100 million users, making it the...

Jul 19, 2023

Johanna Sweaney Salt, CPA, CGMA, used to work 100 hours a week during busy season. As the founder and managing partner of Gray, Salt & Associates, LLP, she believed it was her responsibility to put in the time needed to make her small firm a success.

Today, Joanna remains a full-time partner at the firm, but her son,...

Jun 21, 2023

A firm in a box.

A franchise on steroids.

The Uber (or Lyft) of CPA firms.

To say that the business model of Dark Horse CPAs is difficult to describe is an understatement of the highest order.

So exactly does Dark Horse do? What makes it unique? And what prompted CEO and co-founder Chase Birky to try a radically...

May 17, 2023

Roman Kepczyk, CPA.CITP, CGMA, director of firm technology strategy for Right Networks and author of the AICPA & CIMA’s CPA cybersecurity checklist, joins the Small Firm Philosophy podcast to discuss current cyberthreats and what CPA firms should be doing to protect their data and networks. Host Jeff Drew also asks...