About
A CPA exploring the future of finance
I'm a CPA with a passion for understanding how artificial intelligence is transforming accounting, tax, and the broader financial landscape. The AI Smart CPA is where I share what I'm learning, what I'm seeing, and what I think it means for our profession.
This isn't about hype — it's about cutting through the noise and helping fellow finance professionals, business owners, and curious minds make sense of a rapidly changing world. I write about AI tools, emerging trends, regulatory shifts, and the real-world implications of technology in finance.
What I Write About
Topics at the intersection of AI and accounting
Exploring the ideas and trends shaping the future of finance — one post at a time.
AI Tools for CPAs
Hands-on looks at the AI tools reshaping how accountants work — what's real, what's hype, and what's actually worth your time.
Tax & AI Regulation
How emerging AI regulation, changing tax codes, and new compliance requirements are creating both challenges and opportunities.
Automation & Efficiency
Practical insights on automating accounting workflows, from bookkeeping to reporting — and what it means for the profession.
Data-Driven Finance
How AI-powered analytics, forecasting, and data visualization are changing the way financial decisions get made.
The Future of the Profession
Bigger-picture thinking on where accounting is headed, what skills will matter most, and how to stay relevant in an AI-driven world.
Ethics & Accountability
The hard questions about AI in finance — bias, transparency, trust, and what "accountability" really means when machines are involved.
Newsletter
Fresh thinking on AI, accounting, and what's next
My Substack newsletter delivers regular deep dives into how artificial intelligence is reshaping finance, tax strategy, and accounting practice. Written for professionals, business owners, and anyone curious about what's coming.
Subscribe to stay ahead of the curve — no jargon, just actionable intelligence.
Subscribe on Substack
Get AI + accounting insights delivered straight to your inbox. New posts weekly covering tax strategy, AI tools, industry shifts, and practical guidance.
Read on SubstackCommunity
AI in Accounting & Finance
Where finance professionals share what's actually working with AI, and what's not. Let's brainstorm and become AI Smart together.
A community for CPAs, accountants, and finance professionals who are using AI in their real workflows. No hype, no theory. Just practical conversations about what tools are working, where things break, and how to get better results. Whether you're just getting started or already deep in it, this is a place to learn from peers doing the same work. All finance professionals welcome.
Community Guidelines
1 Be professional. This is a space for practitioners. Keep the conversation focused and respectful.
2 Be polite. Disagree with ideas, not people. We're all figuring this out together.
3 No soliciting. This is a no hype, no gimmicks space. If your post reads like a sales pitch, it doesn't belong here.
4 Membership is at my discretion. I reserve the right to remove any member for any reason.
Connect
Let's connect
Following along on Substack or LinkedIn is the best way to stay in the loop. I'm always happy to hear from fellow professionals, so don't hesitate to reach out.