I'm coming to you from the frozen shores of Green Bay!
As we kick off the new year, let’s talk fintech meets accounting—and what’s next for 2025 and beyond.
The Bench saga has stirred up a lot of conversation. Was it bad management? Too much VC cash? A market disruptor gone wrong? No matter where you stand, one thing’s clear: Bench paved the way for online firms. And before we throw stones, let’s remember that plenty of CPA firms shut down suddenly without contingency plans, leaving clients stranded.
So, what’s the real takeaway?
Have a plan.
Help clients own their data.
Think bigger about how fintech & accounting evolve together.
The future is about meeting small biz owners where they are, giving them advisory services they want, with tech that actually works for them. Let’s stop reacting and start building the next generation of accounting.
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