The profession is changing. We are ready

The AI shift is more than a tool shift. It's a full business model shift

Author

Vince Porter
April 18, 2026

Table of Contents

The Profession is Changing

My father built this firm in an era when tax returns were prepared by hand. Every number written out. Every form filed manually. Then software came. Spreadsheets changed everything. The firms that adapted thrived. The ones that did not faded.

I watched that transition up close. And I am watching another one happen right now.

The advances with AI is different. This is not a tool shift. A new software package does not change your business model. It is a full restructuring of how value gets delivered in this profession. Compliance work that took weeks will take minutes. Analysis that required a senior advisor will be generated in seconds. The information gap between advisor and client is closing fast.

That is not something I take lightly.

Staying relevant in this environment means evolving the entire model, not just the software we use. We have to move upstream. From reporting on the past to working with clients before decisions get made. That is the firm we are building. We are working hard to get there.

WHAT THIS MEANS FOR YOU

You will see us show up differently. Being proactive is going to be table stakes. We have to be tied into your data like at no other point. We need to help you make real-time decisions for the future, not looking back at last year's results. The problems you bring us are not changing. How we solve them is. We are investing in the tools and the process to deliver faster, more accurate, and more useful guidance than ever before.

WE WANT TO HEAR FROM YOU

We are building something. A more proactive firm. Real-time visibility into your numbers. Smarter meeting follow-through. Advisory services that work ahead of the calendar, not behind it.

But before we finalize what that looks like, we want to hear from you.

What do you want to see from your CPA firm that you are not getting today? Where do you feel like you are missing clarity? What decisions are coming that you wish you had better guidance on?

Reply and tell us. Your answer will shape what we build.

Reducting Healthcare Costs without cuttting benefit

Join us Monday April 27th at 2pm as we chat with John Fergusion of The 360 Agency to discuss how employers can take control of rising healthcare costs with smarter strategies that reduce expenses, improve employee experience, and deliver more predictable outcomes without cutting benefits.

We're Growing — We're Hiring

Accounting Associate (Full-Time)

We are in the market for a new in-house accounting associate. This role is for someone who:

  • Wants to own client relationships, not just complete tasks

  • Takes pride in delivering clean, accurate work with zero quality issues

  • Enjoys solving problems, especially when things aren't perfectly organized

  • Communicates clearly and confidently with clients

  • Is coachable, humble, and aligned with our values — Leadership, Excellence, and Honesty — with a team-first mindset

Summer Intern Program

Every summer, we bring in 2 interns for an 8-week crash course inside our office. If you are — or know — someone in college studying accounting or finance who wants real-world exposure, this is it.

You'll rotate through the tax, accounting, and administrative functions of our entire 15-person firm. You'll help with real client work, sit in on real meetings, and leave with a real understanding of how a successful CPA firm operates.

You will not be stuck in the corner shredding papers. You will be in the middle of our office, learning the ropes.

Reply to this email and we'll connect you with Bree, our recruiting coordinator.

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