ALERT!! NEW MERCH! After a couple of convos with one of my #bizbffs and a fellow #rockstarbookkeeper who kept trying to buy my shirt off my back 🤣 we have merch! Grab your graphic tee today! Use code ROCKSTAR to save 15%! bit.ly/NFSMerch

“Your capacity to say ‘No’ determines your capacity to say ‘Yes’ to greater things.” – E. Stanley Jones

“Your life is designed to get the results you are getting right now. Whether you realize it or not, you are the architect.” – Shane Parrish

“We won't be distracted by comparison if we are captivated with purpose.” – @bobgoff

“So many of our dreams at first seem impossible. Then they seem improbable. And then, when we summon the will, they soon become inevitable.” – Christopher Reeve

Want to have a say in what a community focused on neurodivergent accountants could look like? Join @IraGilligan and me on May 28 at noon. eventbrite.com/e/neurodiverg… #ADHD #accountingCommunity #DEI #TaxTwitter

Who's building cross-departmental, enterprise AI automation solutions? I'm not looking for siloed apps or agents. My ideal solution is built on the Google suite, but I'm open to other solutions. Full RFP ⏬️ Overview: We are a specialized CPA firm with a 25-person team spanning advisory, accounting, tax, and operations. We're seeking a Google Cloud partner to help us consolidate systems, reduce manual workflows, and implement intelligent automation across departments. Our goal is to simplify our tech stack, improve internal visibility, and empower our team with real-time insights without building out a large IT department. Objectives: - Design and implement a lean, scalable iPaaS architecture on Google Cloud to replace manual data sharing and siloed systems. - Leverage Vertex AI or Gemini to automatically extract insights from Zoom or meeting transcripts, client communications, and financial data. - Provide a natural language interface (chatbot, AppSheet app, or simple portal) that leadership can use to query insights and take action. - Evaluate and reduce our current third-party tools (currently using Zoom, Monday, Karbon, QuickBooks, etc), consolidating where possible. - Deliver something practical and valuable in Phase 1, with an eye toward gradual automation across our client lifecycle. Desired Deliverables (Pilot Scope): - Discovery and recommendations for platform consolidation Integration of at least two workflows (e.g., meeting → task generation, or CRM → invoicing) - AI-powered summary and insight engine using real data (transcripts, reports, etc.) - AppSheet prototype or similar interface for internal use - Basic governance and data flow documentation - Clear estimates for pilot and optional next phases Ideal Partner Profile: - Deep knowledge of Google Cloud and Workspace - Strong background in AI/ML for business use cases (bonus: experience with professional services firms) - Comfortable working with lean firms without internal engineering teams - Able to deliver a high-leverage solution that improves team efficiency, not just replaces tools RFP Timeline: Proposal Deadline: 6/2/2025 Vendor Demos: 5/19 – 5/30 Decision by: 6/16/2025 Pilot Target Launch: 7/1/2025

“Don't just wait for inspiration. Become it.” – Unknown

The babies going to prom are not babies any more 🥹

I love @Camtasia That’s it. That’s the post.

#castwitter if you don’t provide budget or cash flow services, why not? #research

This week coming I am sharing more about the program and providing a training directly it. Have you registered yet?? bit.ly/RTBIntro #bookkeeping #rockstarbookkeeper #castwitter

“Nobody ever got ready by waiting. You only get ready by starting.” – John C. Maxwell

Big News! We’ve refreshed our look! Meet the new #RocktheBooksOnline logo. It reflects the growth, clarity, and confidence my #bookkeepertraining program brings Same mission. Sharper focus. Let’s rock the books, together. Have you registered yet? bit.ly/RTBIntro

So now I am getting phishing calls from someone posing as @QuickBooks You won't get me scammers

Yesterday I attended the @ExpandPGC #EmpowerHER global business summit and got to share my experience on @DCNewsNow youtu.be/ASyLl0LKueQ?si=Rp9Q… #womeninbusiness

Find the Right Mentor for Your Career Transition youtube.com/shorts/O8zQInAws… via @YouTube

Mastering Cash Flow for Business Success youtube.com/shorts/cVKQ7ajFl… via @YouTube

Never seen this message before. Y'all cranking those 1099s out. #CAStwitter

Who remembers when @nitramfinancial has a different name? On the BrandWhys podcast, I talk with Jessica Freeman about how I rebranded to better reach our target audience. I also talk about adding the education consulting side of business. Check it out! bit.ly/4gbhqnm

"Keep smiling, because life is a beautiful thing and there's so much to smile about." —Marilyn Monroe