As I stand here watching Green Bay start to freeze over, I can’t help but think about how the accounting and fintech worlds are evolving, and yep, I’ve got some thoughts to share.
Let’s talk about Bench. Their rise, fall and acquisition has sparked all the conversations — from CPAs throwing shade to tech folks calling them trailblazers. Love them or hate them, Bench paved the way for what it means to be an online firm, and their story holds some big lessons for all of us.
So, here’s the deal:
Have a contingency plan, folks. No excuses.
Clients need to know where their data is and take responsibility for it.
It’s time to rethink how accounting and fintech can work together to give small businesses the proactive, tech-driven advisory services they deserve.
Let’s take these lessons, move forward and make 2025 the year accounting really levels up!
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