Category: Linkedin

3 Burning Questions On AI From Business Leaders

I was a Thought Leader on Lori Michele Leavitt‘s 10x! Business & Leadership Peer Advisory Group and we had a great discussion on generative #AI from the leadership perspective. Here are 3 big questions: 1) How do we control #AI and make sure our client data is safe? As with any free tools on the […]

Say That Again?

Was speaking at Washington Society of CPAs Pacific Tax Conference and had nerves 😊 and really enjoyed it. Every speaking event is different and I learn new things. Here are my quick tips for your next presentation: 1) Repeat back questions from the audience so everyone hears and it gives you time to come up […]

So Frustrating

I get it…Financial reporting can be a challenge and time-consuming. You’re dealing with complex accounting standards, multiple data sources, manual processes, managing a team and fixing data errors. Is this what you’re seeing? Where’s my data?Transaction details are missing from data sourced in other systems such as Payroll and Inventory Management. We don’t have access […]

What Most People Don’t Know About Report Automation

What if your financial reporting was accurate, efficient, reliable, and repeatable? I see a lot of overly complicated Automation projects. It doesn’t have to be.Keep it simple and focus on your reporting bottlenecks. If you’re a Controller, CFO or Finance Manager, here’s how automation can help: 🚀 Quickly and reliably extract and consolidate data from […]

A Bad Process Automated Is Still A Bad Process.

Too often I see automation leading the project. That results in wasted time and money. I get it. We’re sold on the latest technology solution that will solve all our problems. And it can. But only if we do it the right way. Start by fixing the process. To find the problems and bottlenecks in […]

What You Need To Know Before Buying AI

There’s so many #AI tools. 100’s coming out every day. Some tools are awesome, some are waitlists for a TBD launch. 😌 It’s overwhelming. I get it. Like any new technology or upgrade to your existing systems, always be clear on your Reason: ❓ Why do you need the AI or technology? ❓ What problem […]

Don’t Do Everything Yourself

Long road trip with my wife, 2 x dogs and cat in the car listening to “Who Not How” by Dan Sullivan. I love this book. It shows you how to work smarter by categorizing tasks and responsibilities based on their importance and who should do them: Unique Ability: What you do best, focus on […]

Delegate Don’t Relegate

Following-on from my post yesterday, you have to delegate in the right way and most people don’t get this right. Including me. Early in my career, I fired out actions to my team like a to-do list. This didn’t work. Deadlines were missed, the quality was inconsistent.Delegating in the right way empowers your team, gets […]