Vimal {Vee-mull} ☻

78% of employees are using AI tools their employer never approved. In CPA firms, that number should terrify you. Not because of the AI itself. Because of what it means about your governance. Here’s what I’m seeing as someone who teaches accounting, practices it, and is finishing a doctorate studying how AI is impacting accountants: The profession has frameworks now. COSO dropped AI governance guidance in February. CAMICO is rewriting risk policies. The AICPA keeps publishing toolkits. But frameworks don’t change behavior. Nobody in most firms is sitting down and asking the hard questions: → Which AI tools are your staff actually using right now? → What client data has already been pasted into a free-tier chatbot? → Who owns the decision about when AI output is “good enough”? 85% of accounting professionals say they’re excited about AI. Only 37% of firms invest in any AI training at all. That gap isn’t a technology problem. It’s a conversation problem. And you can’t solve a conversation problem with a PDF policy nobody reads. You solve it by getting people in a room (physically or virtually) and facilitating a real discussion about how this firm uses AI, where the risks actually live, and what shared language the team needs to move forward safely. That’s the work I’m building toward. Facilitated AI governance sessions for CPA firms. Not fear-based. Not compliance theater. Real organizational discovery. More on this soon. But I’m curious: Does your firm have a formal AI usage policy or is everyone just figuring it out quietly? #AIGovernance #CPA #AccountingTech #Ai #TaxTwitter

You can take two paths with #AI. 1️⃣ Tech-driven: chase tools, features, and automation speed. Let the tech drive your decisions. 2️⃣ Human-centered: design around how people think, decide, and feel when using those tools. Most firms chase the first path: speed over substance, dazzled by the next shiny tool. But the second path quietly builds something stronger: trust, adoption, and lasting capability. AI doesn’t fail because the model’s wrong. It fails when humans don’t believe in it, don’t understand it, or don’t see themselves in it. The real edge isn’t who integrates AI first. It’s who integrates it wisely & responsibly. Which path is your firm on? #quantum #quintiumAI

@DailyTaxMemes Hot Springs Village, Arkansas

Advice needed: Going to work remotely next summer for 4-6 weeks. requirements: Can’t be ungodly hot and humid W/in an hour of an airport Close to walkable town with good food, shopping, etc Needs to be near VERY good golf options Thinking mountains out west but WUG fam?

Do you have an AI idea but no idea where to start? So you want to build an AI or automation project. You see the potential, but you're stuck. It's usually one of three things: Idea Overload: You have too many ideas and can't pick one. Skill Mismatch: You're not sure if your skills are right for your idea. No Clear First Step: The path from "idea" to "working prototype" feels like a giant leap. A powerful idea without a plan is just a wish. To address this, I've created a straightforward yet effective survey that serves as a "Project Idea Clarifier." It's designed to take your unique skills, industry background, and resources to generate a personalized, A-to-Z project plan. It will help you define: → The Problem You Solve → The Tech You'll Need → Your First Steps (MVP) This isn't about theory; it's about creating an actionable blueprint. If you're ready to get unstuck, this is your first step. Let me know in the comments or send me a DM with "Roadmap," and I'll share the link. #AIProjects #SideHustle #ITAutomation #HealthcareAI #Founder #Roadmap #ai

@going_concern I was there for the CTLA.

I'm missing Lollapalooza for this 🫠

Link to video: youtu.be/msCLJBLooXo?si…

YOU vs AI ❌ Zero–sum thinking ❌ Fear that the bots are coming for your job ❌ Paralysis: “Let’s ban it until the dust settles” YOU^AI ✅ Cooperative mindset ✅ A personal force‑multiplier for ideas and output ✅ Small, frequent experiments that compound fast In a recent TedTalk by HubSpot’s CTO @Dharmesh Shah he talked about a question he posted on LinkedIn, “How do you compete with AI?” • One‑third read it as against AI • Two‑thirds read it as with AI That split tells the story: Versus Mindset: Burnout trying to outrun a machine that never sleeps Exponent Mindset: More reach, more creativity, less grunt work Key takeaways from Dharmesh’s talk (link in comments): 1.AI is autocomplete with a PhD. It predicts the next word, line of code, or image, but only with the data it was fed. Treat it like a brilliant intern who is curious, fast, occasionally wrong. 2. Banning AI is the new “don’t use spell‑check.” Curiosity beats prohibition every time. 3. Start tiny. Give an agent one low‑risk task. Let it draft an email, reconcile a dataset, outline a chapter. Review, refine, repeat. 4. Ask the daily question: “How can AI help me do this?” That single prompt turns routine work into a learning lab. I research AI‑driven technostress in the business world, so I also see the flip side: blurred boundaries, alert fatigue, hallucinated “facts.” The cure is not avoidance, it is intentional use, guardrails, and good digital hygiene. The future isn’t a cage match. It is a relay race where we hand the baton to our digital co‑runners and sprint farther than either could alone. Which panel are you living in today and what would it take to step into the second? Drop your thoughts ⬇️

@LoZabransky @Capital4Value

Anyone have any recs for a business valuation company specializing in businesses in the tech field? #TaxTwitter

From Accounting to Advisory with Zoho Books! Hear how Vimal Bava, CPA, Certified Fractional CFO advisor at vbCPA transformed their accounting practices by moving away from QuickBooks and embracing Zoho Books. Quick highlights: 👉Saved 5–10 hours a week 👉 Simplified workflows for clients 👉 Shifted from traditional accounting to strategic advisory Watch the full story: zoho.to/5dA Looking for a powerful yet affordable accounting solution for both you and your clients? Discover how Zoho Books can be your go-to platform for streamlined financial management 👉 zoho.to/74r #MakeTheSwitch #ZohoBooks #ModernAccounting #CPA #AccountingAdvisory #ZohoPartner #vbCPA #ZohoforCPAs #Successstory #Testimonial

🧠 Philosophy > Tech? Many companies obsess over the tech side of AI: model accuracy, data pipelines, architecture. But what if the real differentiator isn’t technological…rather it’s philosophical. MIT’s David Kiron and Michael Schrage drop a bold thesis in their piece: “Philosophy Eats AI.” Their argument is the future of AI success hinges not just on better models, but on better thinking about purpose, teleology, and what we truly want AI to do. “If software is eating the world and AI is eating software, what’s going to eat AI? The answer: Philosophy.” Here’s why this hit me: 🔍 Agentic AI isn’t just about task automation. It brings agency, decision-making, value trade-offs, and sometimes conflicting purposes. So if your organization hasn’t clarified its philosophical stance on truth vs. inclusion, automation vs. augmentation, optimization vs. meaning, you might be building tech that confuses more than it helps. 💡 Whether it’s diversity goals conflicting with historical accuracy or ethical AI principles clashing with business incentives, philosophical blind spots are becoming product failures. 🧭 Business leaders can no longer afford to ask: “How do we build AI?” We now must ask: “What kind of intelligence are we trying to build and why?” ✅ One powerful takeaway: Map your organization’s philosophy before mapping your AI strategy. What do you value? What are you optimizing for? What should your agents learn and what should they not? This isn’t theoretical anymore. It’s strategic. It’s what separates impressive demos from actual impact. 👇 Curious to hear from others navigating AI implementation: What philosophical questions should businesses ask before building or deploying AI? 🎥 Full video here → youtu.be/59t62NHJFH4 #AI #Strategy #BusinessLeadership #AgenticAI #HumanIntelligence #PhilosophyEatsAI #MITSMR #DecisionMaking #DigitalTransformation #AILeadership #LinkedInLearning #FutureOfWork

Most business owners fail this test. I did too. 🧠 You’re told to count the number of passes. You focus. You count. You feel confident. Then they ask: “Did you see the gorilla?” …Wait, what gorilla? If you’ve seen The Monkey Business Illusion, you know what I’m talking about. If you haven’t: pause, watch it now. (link below)👇 youtube.com/watch?v=IGQmdo… 😳 Here’s why this matters: Most business owners are counting passes, focused on: • Revenue • Transactions • Tax write-offs • Sales dashboards ✅ All important. ❌ But maybe not what’s going to hit them next. In my line of work (finance + strategy), the “gorilla” looks like: 🦍 Cash bleeding silently while sales soar 🦍 One client making up 63% of revenue = risk 🦍 Owner burnout nobody sees coming 🦍 Vendor fraud buried in a reconciled bank feed 🦍 AI tools promising “efficiency” but killing context 🧭 The fix? Stop obsessing over just what’s in front of you. Start asking: What am I not seeing because I’m so focused? This illusion isn’t just a fun psych trick. It’s a business reality. 👀 So here’s your challenge today: What’s the “gorilla” in your business? Drop a comment or message me if you’d rather not say it out loud. #businessstrategy #decisionmaking #cognitivebias #accounting #consulting #gorillaintheboardroom #perception #focus #cpalife #humanbehavior #cashflow #smbinsights #finance #smb #smbtwit #fintwit

I come from accounting, and I’ve been seeing a lot of posts and articles lately about replacing accountants with AI and automation. I’ll probably catch some heat for this, BUT it’s mostly non-accountants talking like that. Folks with big tech dreams (and maybe a VC checkbook nearby) often paint accounting as a “low-hanging fruit” ready to be disrupted. But from inside the profession, and as someone who’s both a CPA and a tech enthusiast, I see it differently. 👇 Here’s my take on it: Contextual AI vs. Agentic AI: Why the Future of Accounting Is About AUGMENTATION and Not AUTOMATION There’s a real distinction between Agentic AI (autonomous systems acting independently) and Contextual AI (systems that support human decisions with insight and nuance). And for accounting, only one of these makes better sense. 🧠 Agentic AI might be great for automating transactions or routine ops, but the risk grows when decisions require judgment, compliance, or trust. That’s where humans belong. 🤝 Contextual AI is the better use: AI & tech amplify our ability to analyze, interpret, and advise. It doesn’t replace accountants, it supports them with insight we couldn’t access on our own. 💡 I’ve spent the last few years digging into AI and the accounting profession through consulting, teaching, and now my doctoral research. What I keep coming back to is this: ➡️ The firms or businesses that win won’t be the ones that automate everything. ➡️ They’ll be the ones that master human-AI collaboration, which blends judgment, ethics, relationships, and intelligence (human and artificial). If you’re in this space, here’s a question to reflect on: Are you building a firm for a future of automation? Or are you building a firm for a future of augmented intelligence? The former might save time. The latter will save your clients and your relevance. #taxtwitter #accounting #aiinaccounting #contextualAI #agenticAI #futureofwork #sustainableAI #humanfirst #cpa #fractionalCFO #thoughtleadership #businessstrategy #smbtwitter

"Books are the nearest thing to a time machine humans have ever made." –@JamesClear #thursdayvibes

In Hidden Potential, Adam Grant writes: “If our cognitive skills are what separate us from animals, our character skills are what elevate us above machines.” Think about that. AI can now diagnose cancer, write legal briefs, drive cars, and even manage your investments. The line between machine intelligence and human intelligence is blurring fast. But the line that still matters, and is widening, is character. 🧠 Machines can reason. ❤️ But they can’t build trust. ⚖️ They can calculate risk. 🤝 But they can’t manage emotions in a boardroom, or navigate conflict with empathy. As cognitive skills become automated, we’re entering a character revolution, where curiosity, humility, resilience, empathy, and integrity become our most valuable assets. And the irony? The skills we used to call “soft” will soon be the hardest to replace. Master the tech. But never forget: the future belongs to those who master the human. #Leadership #EmotionalIntelligence #AI #HumanSkills #FutureOfWork #CharacterSkills #AdamGrant #HiddenPotential #SoftSkills #LinkedInWisdom

Is this “—“ the AI giveaway you’ve been overlooking? 🤖 If a paragraph is packed with em dashes (—), you might assume it was written by ChatGPT. You’re not alone, many see this as a red flag for AI-generated text. But the truth is: It’s not that AI loves em dashes — it’s that it’s read a LOT of them. Lets break it down: 🔹 Training Data Bias: AI models like ChatGPT are trained on massive text datasets, think blogs, articles, books, where em dashes are common, especially in magazine-style writing. 🔹 Em Dashes Are Versatile: They can replace commas, colons, or parentheses. To AI, they’re a Swiss Army knife for sentence structure. 🔹 Stylistic Subtlety Is Hard to Code: Humans vary punctuation for tone and rhythm. AI may understand grammar, but it doesn’t always feel flow the same way. 🔹 Default Patterns: Over time, LLMs may “lean on” patterns that seem to work, overusing em dashes is one of them. 💡 So… is em dash use a smoking gun for AI? Not quite. It can be a hint, but here are more reliable tells: ✅ Polished but flat tone ✅ Repetitive phrasing ✅ Generic or missing voice ✅ Instructions accidentally left in (“Write a 200-word paragraph…”) Bottom line: The em dash is just one clue. Don’t rely on it alone to judge what’s human vs. machine. Have you noticed this in your own writing or posts you’ve read? #AIwriting #ChatGPT #ContentStrategy #LinkedInTips #HumanVsAI #WritingStyle #EmDash #AIethics #DigitalWriting #ai #aistrategy

@J_Stephens_CPA Thank you my friend!

@vimalcpa I am blessed to know you & pray others may have that joy in the year ahead Happy Birthday

“What do you think of AI?” I heard in a webinar today that asking this is like asking: “What do you think of software?” AI isn’t one thing. It’s hundreds. Some tools automate. Others create. Some analyze. Others predict. The impact isn’t just technical, it’s emotional, behavioral, and strategic. AI isn’t a product. It’s a category. So the better question is: 🔹 What kind of AI? 🔹 In what context? 🔹 For whom? That shift matters, especially for leaders, consultants, and educators trying to make real decisions about tech that affect real people. Let’s stop generalizing. Let’s get specific. What kind of AI are you talking about? #AI #Strategy #Leadership #TechEthics #FutureOfWork #DigitalTransformation

Is Our Focus on AI Blinding Us to the Broader Tech Revolution? 🤖💡 There's no denying it: AI is dominating conversations for good reason. Its transformative potential is immense. But as businesses and organizations, are we developing technological tunnel vision? While AI is a critical piece of the puzzle, let's not overlook the other groundbreaking advancements rapidly reshaping our world. To truly strategize for the future, we need a panoramic view. Beyond AI, a host of other revolutionary technologies are maturing and converging, creating unprecedented opportunities and challenges. Here are some key areas demanding our strategic attention. These aren't just standalone innovations; many are deeply interconnected, creating a powerful wave of change. Forward-thinking organizations will understand this broader technological landscape and how these elements can synergize. What other pivotal technologies are on your radar? How is your organization ensuring a holistic approach to innovation beyond the current AI spotlight? #FutureOfWork #Innovation #Technology #DigitalTransformation #BeyondAI #TechTrends #Strategy #Leadership #IoT #Robotics #QuantumComputing #Blockchain #Biotechnology

"Great minds discuss ideas; average minds discuss events; small minds discuss people." - Eleanor Roosevelt #QuoteOfTheDay #thursdayvibes

Ugh, not again! 😫 QuickBooks is hitting businesses with another round of price increases for QBO & Payroll starting July/Aug 2025 (see pics!). Feeling the squeeze from these constant hikes? 💸 It's a good time to explore alternatives! Check out Zoho Books 📚 for powerful, affordable accounting: store.zoho.com/ResellerCustom… DM me for more info on making the switch! #QuickBooks #PriceHike #ZohoBooks #AccountingSoftware #SmallBusiness #TaxTwitter #SmbTwit #FinTwit