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Power Query feels like one of the most underused tools in accounting.

Power Query occupies an interesting place in accounting.

Most professionals spend years in Excel, yet many never explore the tools that automate imports, cleanup, and recurring reporting tasks.

It's one of those skills that often appears optional until someone starts using it regularly.

 




Some people love working in public. Some never want to go back.

Few accounting topics generate stronger opinions than career paths.

Public accounting, industry, government, and consulting each attract different personalities and priorities.

The interesting part is how often people move between them throughout their careers.

 




I trust checklists more than memory.

Many experienced professionals eventually develop simple systems that reduce reliance on memory.

Checklists may not be exciting, but they consistently prevent small items from becoming larger problems.

 




AI seems to be helping some accountants a lot and others not at all.

AI adoption appears uneven across the profession.

Some accountants use it for research, writing, and analysis while others are still evaluating where it fits.

The technology may be less important than understanding where it creates value and where it doesn't.

 




Every software demo looks easy until I try it with real data.

Most software demonstrations showcase ideal conditions.

Real accounting data tends to contain exceptions, inconsistencies, and historical decisions that make implementation more complicated than the demo suggested.

 




Remote work changed some things permanently and other things not at all.

Remote work has changed communication, hiring, collaboration, and expectations across the profession.

At the same time, many accounting fundamentals remain largely unchanged regardless of where the work is performed.

 




Most recurring problems eventually end up with a template.

Templates often emerge naturally.

Once a task has been completed multiple times, most professionals begin looking for ways to reduce repetition and improve consistency.

 




Every accountant has inherited a spreadsheet they were afraid to touch.

Nearly every accounting department has a workbook that has survived multiple employees and multiple years.

These files often become critical while simultaneously becoming difficult to understand or modify.

 




Meetings about work sometimes take longer than the work.

Most professionals have experienced situations where coordination takes longer than execution.

Meetings are valuable when they create clarity, but they can become frustrating when they replace action.

 




Communication seems to matter more with every promotion.

Early careers often focus on technical proficiency.

As responsibilities grow, communication, leadership, and decision-making skills tend to become increasingly important.

 




Why does every state handle ethics differently?

Ethics requirements often seem simple until accountants compare states.

Different boards establish different rules, timelines, and course requirements.

What qualifies in one state may not qualify in another, which is why assumptions create problems.

 




Good documentation saves more time than people think.

Documentation rarely gets credit when things go smoothly.

Its value becomes obvious when someone tries to understand a process, investigate an issue, or continue work started by someone else.

 




The more experienced accountants I meet seem to rely on simpler systems.

Experience often teaches people what can be removed rather than what can be added.

Many effective professionals rely on surprisingly simple systems because they are easier to maintain and explain.

 




Some accounting processes seem complicated simply because they've always been done that way.

Many procedures were created to solve a specific problem years ago.

Over time, the original reason disappears while the process remains.

Periodic review often reveals opportunities for simplification.

 




Some accountants automate everything. Others automate almost nothing.

Automation preferences vary dramatically.

Some professionals enjoy optimizing every repetitive task while others focus on reliability and familiarity.

Most people eventually settle somewhere in between.

 




The best Excel shortcut is usually the one you learned last week.

Small improvements compound over time.

A shortcut that saves only a few seconds can create meaningful productivity gains when used repeatedly throughout the year.

 




The hardest part of many projects is figuring out where the information lives.

Many projects begin with a search.

Before analysis can happen, information must be located, verified, and organized.

Good systems reduce this friction considerably.

 




Half of accounting is knowing where to look.

Technical knowledge matters, but so does knowing where to find answers.

Many experienced professionals become effective because they know where information resides and how to access it efficiently.

 




Most people underestimate how much organization reduces stress.

Organization is often viewed as administrative overhead.

In practice, organized systems reduce interruptions, repeated effort, and uncertainty.

 




Every year starts with a plan. Not every year follows the plan.

Most professionals begin the year with goals and priorities.

The challenge isn't creating plans.

It's adapting those plans as workloads, opportunities, and unexpected events appear.

 




A spreadsheet still seems to solve a surprising number of problems.

Despite constant innovation, spreadsheets remain one of the most flexible problem-solving tools available.

Their simplicity and adaptability explain their staying power.

 




Communication seems to matter more with every promotion.

Career progression often changes which skills create value.

Technical skills remain important, but communication and leadership responsibilities tend to increase over time.

 




Carryover credits always seem simpler in theory than in practice.

Carryover credits often appear straightforward until specific situations are evaluated.

Small details can create meaningful differences in outcomes.

 




Getting started is usually harder than finishing.

Many projects create resistance before they begin.

Once started, progress often happens faster than expected because uncertainty has been replaced by action.

 




The best systems are usually the easiest to explain.

Simplicity creates consistency.

Systems that are easy to teach and understand are often easier to maintain over long periods of time.

 




AI seems to be helping some accountants a lot and others not at all.

AI adoption continues to vary widely across accounting.

The differences often reflect use cases, comfort levels, and perceived value rather than technology itself.

 




A five-minute task can turn into a one-hour investigation surprisingly fast.

Small tasks often uncover missing information, unexpected dependencies, or historical decisions that expand the scope of the work.

 




My filing system has changed more times than I'd like to admit.

Information systems evolve as responsibilities and technology change.

Most professionals eventually revise their filing systems multiple times.

 




A clean file is easier to work with than a smart file.

Overly complex files can become difficult to maintain.

Clear organization and transparency often create more long-term value than clever design.

 




Some people finish CPE early. I've never figured out how.

Every accountant seems to develop a different approach to continuing education.

The variety of approaches is often more interesting than the requirements themselves.

 

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