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Surviving Cog Hill, AI Fraud, and a $15,000 Tech Win

Surviving Cog Hill, AI Fraud, and a $15,000 Tech Win

Episode 1 Published 1 month, 1 week ago
Description

Welcome to the inaugural episode of RDTFM, where Dalton, Chad, and Chris crack open a few high-octane IPAs and hit the ground running. We’re covering everything from brutal rounds on tour-level courses to navigating the latest small-firm accounting tech.

Pop That Top & The Scorecard

  • Chris's Humble Pie: Surviving a brutal 91 at Cog Hill's Dubsdread, followed immediately by a dead-last finish in an Ironman tournament on zero sleep.
  • Chad's Tech Deep Dive: Joining the Jayhawk Club and exporting Golfshot app data into ChatGPT to try and solve the mysteries of his 20-handicap swing.
  • Dalton's Rehab: Navigating hip and quad surgery recovery with limited rotation, smooth iron swings, and frustrating defeats to his six-year-old at TopGolf.

Life as a CPA

  • Client Turnover: Chad breaks down why losing a major $80,000 client is just part of the firm ownership journey and how to weather the storm without panicking.
  • Process Overhaul: Dalton explains how reimagining his firm's 1040 data collection process natively within Karbon allowed them to ditch their previous software's front end, saving $15,000 annually and reducing client friction.
  • Local AI & Security: Chris discusses the hardware challenges of running local, open-source AI models for strict data compliance, plus a warning about highly sophisticated, AI-driven phishing scams targeting clients.

Debit or Credit

  • The guys play buy-or-sell on industry hot topics: whether hourly billing should be dead, if 60-hour busy season workweeks are actually just management failures, and if asynchronous video should replace email as the primary client communication tool.

The Final Pour

The first official entries hit the RDTFM Leaderboard. Hear the final verdicts and decimal-point ratings for Boulevard’s Space Camper Juice Nova, The Alchemist’s legendary Heady Topper, and Harland Brewing’s Hazy IPA.

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