Combined strengths of AICPA® & CIMA®, driving a dynamic accounting profession to build trust, create opportunity and grow prosperity worldwide.

Chapel Hill, NC
Joined March 2010
In the @AICPA_JofA newest monthly column, the AICPA’s small firm advocate, Stephanie Otero, CPA, shares the No. 1 cybersecurity tip for sole practitioners, and she also offers guidance on how to improve client service without adding staff. bit.ly/47BuaBN
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In this article with embedded video, follow step-by-step how an agentic AI tool prepares 59,157 rows of general ledger data for audit use in about 10 minutes. Would such data-preparation speed help you deliver a more effective audit? bit.ly/4zeSMw0
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Year-end planning starts now. Encourage clients to schedule check-ins to review income, deductions, and multi-year projections for smarter tax decisions. Learn more. bit.ly/4910rkS
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Professional liability risks can haunt CPA firms in unexpected ways. Learn how accountants can respond, prepare, and protect their practice. bit.ly/47t948K
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👻 Boo! The October @AICPA_JofA delivers AI cyber risk advice, a CPA-designed checklist, cybersecurity tips for sole practitioners, and lessons from costly liability claims. Read more. bit.ly/4oxzcWv
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Reviewing massive spreadsheets doesn’t have to mean endless scrolling and tab switching. Excel has built-in tools that can dramatically simplify the process — helping you stay focused on what matters most: the analysis. bit.ly/4xEkiCX
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Looking to get more from Windows 11? The September Tech Q&A column shows how Microsoft PowerToys offers a few standout features that can upgrade your setup. bit.ly/4iJlK22
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Find out how CPAs rated the leading software brands for professional tax return preparation in this @AICPA_JofA and The Tax Adviser annual survey. bit.ly/3T7GCFX
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On top of the damage they cause, natural disasters also attract fraudsters who increasingly wield AI tools. Find out how CPAs can help well-intentioned donors and clients dealing with natural disaster damage spot scams before they lose money. bit.ly/4gAXSMH
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Incomplete information may cause a CPA to exclaim “Why me?” This article explores how you can go from asking “What now?” to confidently saying “Wow — I handled that!” bit.ly/3SOX7qi
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Don’t wait until December. Elevate client strategy with proactive planning calls to review income, retirement contributions, and charitable giving to optimize year-end results. Read more. bit.ly/4910rkS
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The September @AICPA_JofA is hot off the (digital) press with features on adding PFP to tax, AI-hallucinated tax citations, the annual Tax Software Survey results, small firm and technology Q&As and the Professional Liability Spotlight. Check it out! ☁️ ↗️ bit.ly/4oxzcWv
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Stop reentering the same info in multiple systems. This Technology Q&A walkthrough from the August @AICPA_JofA shows how Zapier can automate workflows between everyday business apps. bit.ly/4z14lrl
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The Tax Court held that the taxpayer could not offset the income from his Social Security benefits by repayments of the benefits he made in a later tax year. This Tax Matters item from the August @AICPA_JofA has the details. bit.ly/4geIdCw
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