Scale your CPA & accounting firm with elite offshore talent trusted by 1,000+ firms.
Thank you for your interest. Our due diligence checklist will be shared with you within 48 hours.
The spreadsheets. The deadlines. The document chasing. The “quick” client requests. I've been there. Now I'm figuring out what CPE, offshore support, technology, AI, and digital marketing can actually take off my plate.
I'm Dave. I'm an accountant based in New York, and I'm the newest voice on the MYCPE ONE blog. I work with numbers, clients, deadlines, and everything else that comes with the job.
From here on, I'll be sharing what I'm learning about CPE, offshore support, accounting technology, and AI: what actually saves time, what doesn't, and what only sounds good in a presentation. If you have ever finished a long day and realized how little of it was actual accounting, you already know why I'm here.
I've been there. Honestly, I'm still there.
If you're in accounting, you probably know what I mean when I say the job isn't always about accounting.
There's the spreadsheet that needs updating. The document you're still waiting for. The client who needs something “really quickly.” The deadline that somehow got moved forward. And the email that starts with: “It's just a small change, Dave.”
None of that shows up in a job description. All of it shows up in your calendar.
I became an accountant because I enjoy working with numbers, solving problems, and helping clients make sense of their financial information.
But there's another side to the job. There are repetitive tasks. There are administrative tasks. There are things that need to get done but don't necessarily need me to do them.
That last one is what changed how I think about my work. Not just about AI. Not just about technology. But about how accountants can get more done without having to do every single thing themselves.
I first came across MYCPE ONE through something every accountant knows well: CPE.
Keeping up with continuing education is part of professional life. I need to earn my credits, stay current, and keep track of everything I've completed. MYCPE ONE helps me manage that in one place.
But the more I explored the platform, the more I realized CPE is only one part of what they do. From professional education to offshore staffing, technology, digital marketing, website development, and AI, MYCPE ONE works with accountants, accounting firms, and financial organisations across different parts of their professional journey. Today it supports more than 250,000 accounting professionals and thousands of firms across the US, UK, and Canada.
And that got me thinking. If I can get help staying current, what if I could get help with the work around my accounting, too?
Take Sarah. She's a colleague of mine, and like me, she has her own list of things that need to get done every day.
Some of the work she handles is supported by an offshore accounting professional through MYCPE ONE. That does not mean Sarah has handed over her job. Far from it. She still owns the work, makes the decisions, and works directly with the client.
She just doesn't have to do every task herself.
I think that's an important distinction, and it's one a lot of accountants get wrong. Outsourcing isn't about doing less. It's about creating the capacity to do more of the work that actually needs your expertise.
I know I need to be more visible. But when do I find time for marketing?
That's another problem I've started thinking about. Accounting firms need a strong online presence, but between clients, deadlines, CPE and everything else on the list, marketing can easily move to the bottom of it.
A website, digital marketing and a consistent online presence can help firms get found, build credibility and create opportunities. But figuring out what actually works is a different question.
So I'm exploring that too.
Let's talk about my boss for a minute. If there's one thing accountants everywhere have in common, it's getting a new priority right when the day finally looked manageable.
So I've started experimenting with AI for some of the repetitive work:
AI is useful when you treat it as a tool rather than a magic solution. It gets things wrong. It sounds confident when it shouldn't. It needs a review from someone who knows the subject, which in my case is me.
But now, when my boss asks, “Dave, can you get this done today?” I've started thinking: let's see what I can get AI to handle first.
The more I look at these, the less they feel like separate conversations. They're all connected to one bigger question: how can accountants work smarter?
Here's roughly how I've started sorting it out.
| What you are dealing with | Where I'd look first | What it actually solves | What it will not fix |
|---|---|---|---|
| Falling behind on credits or compliance updates | CPE and continuing education | Staying current, staying compliant, tracking credits in one place | A workload problem |
| Not enough hours in the day | Offshore accounting support | Capacity, coverage during busy season, and bandwidth for advisory work | A broken process. It will scale it |
| The same manual task repeated across every client | Accounting technology and automation | Consistency, fewer handoffs, less rekeying | Work that needs judgment |
| Research, first drafts, and summaries eating your morning | AI tools | Speed on low-judgment tasks | Accuracy. You still review everything |
Sometimes working smarter means keeping your CPE organized. Sometimes it means getting the right support from an offshore professional. Sometimes it means removing unnecessary manual work. And sometimes it means figuring out where AI genuinely makes a difference.
The important part is knowing when to use what.
This is the part I get asked about most, so here's the short version of how I think through it.
| Keep it yourself | Delegate it | Automate it |
|---|---|---|
| Client advisory conversations | Data entry and document collection | Recurring reminders and follow-ups |
| Final review and sign-off | Standard workpaper preparation | Bank feeds and reconciliation matching |
| Judgment calls on treatment or risk | Bookkeeping cleanup and month-end prep | Report generation and file routing |
I'm not an AI expert. I'm not an outsourcing expert. I'm an accountant. And I suspect that's exactly why I'm interested in all of this.
I want to understand what actually works in the real world. What saves time. What makes work easier. What helps me focus on the things that need my judgment and experience. And what simply sounds good in a presentation but doesn't help when you're staring at a spreadsheet at 6:30 PM.
So I'll explore all of it:
Because being an accountant isn't about choosing between people, processes, or technology. It's about knowing how to bring them together.
You'll be seeing more of me across MYCPE ONE.
You'll find me on the MYCPE ONE blog, where I'll go deeper into the topics that matter to accountants. You'll see me on MYCPE ONE's social channels through short videos, posts, and reels covering the situations accountants deal with every day. And I'll drop into your inbox from time to time with a few things I've learned along the way.
As the Dave community grows, you may eventually find me on my own channels too. For now, you'll mostly find me right here.
Accounting hasn't gotten simpler. The deadlines are still there. So are the “quick” requests and the small changes that aren't small.
What has changed is how much help is available, and how many accountants are still doing everything themselves out of habit. That's the gap I want to write about.
I'm Dave. I'm an accountant. I've been there. And I'm looking for smarter ways to work.
Start where I did: with your CPE. MYCPE ONE gives new users 3 free CPE credits, so you can see how it works before you commit to anything.
Dave is an accountant based in New York and the voice behind a new content series on the MYCPE ONE blog. He writes about the everyday realities of accounting work: CPE, offshore support, accounting technology, and AI.
Five main areas: continuing education and CPE compliance, offshore accounting support and staffing, accounting technology and automation, practical uses of AI in accounting work, and digital growth — including how accounting firms can build a stronger online presence and grow.
No. Dave is an accountant. He tests these tools and approaches in his own work and shares what actually helps, including the things that don't.
No. In a well-run model, the accountant or firm keeps ownership of the client relationship, the decisions, and the final review. The offshore professional supports defined, repeatable tasks within that structure.
MYCPE ONE started with continuing education and now supports accounting professionals and firms across offshore staffing, accounting technology, digital marketing, website development, and AI, serving more than 250,000 professionals and thousands of firms across the US, UK, and Canada.
No. AI can speed up research, drafting, and summarizing, but it cannot carry professional judgment, client responsibility, or accountability for the final work product. It works best as a first-draft tool with a qualified reviewer.
On the MYCPE ONE blog, on MYCPE ONE's social channels, and through email updates. Dave may add his own channels as the series grows.
Dave is an accountant based in New York and a recurring voice on the MYCPE ONE. He works with numbers, clients, and deadlines, and knows how much of an accountant's day goes to the work that sits around accounting: spreadsheets, document chasing, and "quick" client requests. He writes about CPE, offshore support, accounting technology, and AI, focusing on what genuinely saves time and what only sounds good in a presentation. Dave isn't an AI expert or an outsourcing expert. He's an accountant looking for smarter ways to work.
