
Matthew May
Matthew May, "The Tech CPA," leads accounting services at Sorren and co-built startup accounting firm Acuity with Kenji Kuramoto.
3
APPEARANCES
3
PODCASTS
012
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Sep 29, 2026
Four Hundred Realms: One firm’s year-long journey from QB Desktop to QBO
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10:31High level, like what was your project plan to get all of these clients moved over?

Matthew MayGUEST
Well, I mean, when you're bringing all these firms together, one of the things you're doing in general is inventory.

Matthew MayGUEST
So we had 400 QuickBooks Online consoles across the first, that was the first 12 firms.
12 MINS LATER
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22:32Um, what does that conversation look like? Like what objections do they have or how do you get their, get them aligned to the QuickBooks online?
The 'Blockbuster vs Netflix' Problem in Accounting Firms
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6:10Rob BrownHOST
Question four is, where is AI creating the greatest internal tensions inside firms?

Matthew MayGUEST
I think the biggest problem is like, because you have everybody at different stages, if you think of technology adoption, you have the people that haven't looked at it yet.

Matthew MayGUEST
You have the people that are like building bespoke prompts or agents or more sophisticated skills in any, pick your favorite tool.

Matthew MayGUEST
So since you have people on that continuum, you have this tension with moving forward with like most of your internal processes of like people that aren't ready and people that are so frustrated that they can't take their bespoke stuff and take it to the next level.

Matthew MayGUEST
So there's this like if you're on this edge of like the cutting edge, you're ready to impact everybody at the firm, right? You're ready to be like, hey, this is the greatest thing since LightSpreads and there's not a mechanism at most firms to unlock that.

Matthew MayGUEST
So that creates huge internal tension because the people caught in the middle, like we are lucky enough to have a director of AI and a CIO that like get it, get it.

Matthew MayGUEST
So like they're in this impossible situation where they got to balance both ends of the spectrum in a time where we don't even know what the tools can do in three months.
Episode 16: Live from Xerocon Denver with Matthew May, The Tech CPA
4:08

Matthew MayGUEST
Like back in Carbon, we're in the Microsoft environment, which my team still is like getting off Slack and Google.
20 MINS LATER
