Episode Details

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In this episode, I break down real data from 700+ accounting firms on how they’re actually choosing and switching practice management systems, and what most firms get wrong in that process. I share key lessons around sales demos, implementation mistakes, and why peer insights matter more than vendor promises. Then I zoom out to how AI could reshape compliance and what that means for the future role of accounting firms. We close with a mailbag on niching, pricing confidence, side hustles, and how to think about your firm as you grow.

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// Chapters:
00:00 - Choosing practice management the wrong way
02:30 - What data from 700+ firms actually shows
06:30 - How to evaluate and pick the right tool
09:00 - Why implementation matters more than the software
11:30 - Where general tools break for accounting firms
14:30 - Community and peer insights vs vendor messaging
20:30 - AI and the future of compliance work
28:30 - How AI changes the role of accountants
40:30 - How to choose a niche that actually works
44:30 - Outgrowing your clients as your firm scales
48:30 - Side hustle vs committing to a firm

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