Q: What changes have you seen in the accounting industry?
A: Two significant changes come to mind. First, there’s been a notable demographic shift. As of 2020, nearly 75% of the CPA workforce reached retirement age. This has led many individuals and businesses to seek forward-thinking accounting partners who provide year-round guidance, not just seasonal tax preparation. This need aligns perfectly with our mission. By developing top-notch accounting talent and remaining engaged throughout the year, we can provide tailored, proactive financial solutions, serving as trusted advisors to our clients.
Second, technology is drastically transforming the accounting industry. Over a decade ago, we began implementing automation to enhance our internal operations and client services. With the emergence of generative AI tools like ChatGPT, we are now seamlessly integrating this technology into our daily operations. Our first-hand experience with automation and AI allows us to help clients leverage these tools for their own business needs. This technology-forward approach remains central to our work and helping our clients stay competitive.
Q: What advice do you have for small business owners?
A: Prioritize financial insight and strategy for your business. Maintain a realistic budget and cash flow forecast. These tools aren’t just for tracking numbers—they provide insights into decisions that can make or break your business. Also, consult with an experienced accountant for proactive tax planning well before tax season and stay current with tax laws. A partner who understands your business can help you see the bigger financial picture, allowing for sustainable growth and the confidence to seize new opportunities.
Awards/Honors:
Arlington Magazine, Best Accounting Firm 2019, 2021, 2023, 2025
Washingtonian Magazine, Top Financial Adviser, 2022, 2023, 2024, 2025
Northern Virginia Magazine, Top Financial Professionals 2021, 2023, 2024
Arlington Magazine, Best Places to Work, 2022