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May 3 •
📅 2026 US In-Person Accounting Events — Complete Calendar Now Live
I've compiled a comprehensive list of 100+ accounting firm events happening across the US in 2026 (April-June so far). Includes: - State society conferences & annual meetings - Practice management events (GrowCon, Jason On Firms LIVE tours, AAM Summit) - Technical tax sessions (COST, ABA Tax Section, TEI) - Niche/specialty conferences (CFMA, HFMA, IOFM) - Vendor events (Sage Future, Karbon Next, Rightworks) - CPE opportunities across all categories Filter by location, category, tags, dates, and estimated attendance. Access the full list here: https://docs.google.com/spreadsheets/d/14W2vabVJmc4UPtETqSUur6gj7nMRhEQxUhLWGpY7JD4/edit?usp=sharing Whether you're planning your CPE calendar, looking for networking opportunities, or exploring practice management training — this is your roadmap. Feel free to bookmark, share, and let me know what events you're attending!
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Aug '25 •
Free Gift for the Community!
I wanted to bless y’all with something that can truly change the way you think about growing your business. I’ve got 150 free copies of a book called $100M Money Models. Even if you’ve never heard of it before, here’s why it matters: It breaks down how to package your services so clients clearly see the value. It shows how to design offers that people want to say yes to. It gives practical frameworks for scaling — whether you’re trying to land your first few premium clients or add six figures to your firm. I know a lot of us struggle with undercharging or explaining our value. This book is a game-changer in fixing that Here’s how to claim your copy: Click this link → Claim Your Book Here The code will automatically make it FREE (you just cover shipping). Your Code: 162818-SD3MV-199 Don’t wait — once the copies are gone, that’s it. Let’s level up together, —Ibrahim
Pinned
Aug '25 •
📌 New Here? Let’s Get You Started Right 🚀
Welcome to IAM Tax & Accounting University (Plus) — we’re excited to have you! If you ever feel unsure about where to start, have questions about the program, or just want some guidance on what path to take… Book your free Welcome Call 👇 📅 Schedule Here This is your chance to: ✅ Get a personal walkthrough of the platform ✅ Ask questions about courses, tools, or strategy ✅ Get clarity on which path best fits your goals 💡 Tip: Members who schedule a welcome call typically get results faster and feel more confident navigating everything we offer. Let’s make sure you’re set up for success from Day 1!
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1d •
The IRS published their first AI guidance for tax practitioners yesterday!
This is worth reading in full. Here's my breakdown of what actually matters for your practice. AI is already in your firm. The bulletin says it outright — document review platforms, research tools like Westlaw and Bloomberg Tax, it's already there. The only question is whether you're using it intentionally or not. You own everything that goes out under your name. §10.22 due diligence doesn't disappear because a machine drafted something. The bulletin cites a Deloitte Australia case where AI invented judge quotes and referenced reports that don't exist. Deloitte had to refund part of their fee. Review everything before it goes to a client or the IRS. The IRS called out hourly billing directly. Under §10.27, if AI cut your time on a matter and you billed as if it didn't, that's a problem. The bulletin is explicit: cost savings should be passed on or reflected honestly. If your pricing model is purely hours-based, this guidance gives you a concrete reason to make the shift to value pricing. Data protection is now a compliance issue, not just good practice. Civil and criminal penalties under §7216 apply if client data ends up in an unsecured system. Only use AI on enterprise plans that don't train on your inputs. This is non-negotiable. Get a written AI usage policy on file. §10.36 requires it, and the bulletin lays out exactly what to cover: staff training, data handling protocols, and vetting of any third-party tools. It's not a heavy lift, and not having one is the bigger risk. Read it here: IRS OPR Bulletin, June 24, 2026
11h •
🛠️ My exact tech stack running IAM Accounting in 2026
Some of you have asked what I actually run my firm on. So here is my full stack: 🧾 Tax Prep - Drake Tax — Tax Prep - Intuit TaxAdvisor— Tax Planning 📊 Bookkeeping - QuickBooks Online — client books 🗂️ CRM / Workflow - Tax Dome — client portal, e-sign, document requests, automation 📣 Marketing & Sales - Go High Level (GHL) — funnels, SMS, email, pipeline - Stripe — billing + subscriptions 🎥 Content & AI - Perplexity Comet — research, drafting, automation - Notion — SOPs and team docs - Claude & ChatGPT - Miscellaneous tasks and research That's it. 👉 Your turn — drop your stack in the comments.What's the ONE tool you couldn't run your firm without? And what's the one you're about to fire? 👇
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