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Hector Garcia, CPA presenting Co-working with AI in Accounting

AI training for accountants

Hector Garcia, CPA breaks down what it means to co-work with a machine rather than just prompt one. He starts with the vocabulary you need: tokens, context windows, knowledge cutoffs, deep research, company knowledge and connected apps. Then he shows agentic AI at work, renaming a folder of client receipts by date, vendor and expense category, and reviewing a prepared tax return against the workpapers while you get on with something else.

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David C. Baker in conversation with Hector Garcia, CPA and Carlos M. Garcia, Jr. on a REFRAME webinar

David C. Baker on positioning your accounting firm

David C. Baker, author of The Business of Expertise and co-host of 2Bobs, joins Hector Garcia, CPA and Carlos M. Garcia, Jr. for a REFRAME webinar on why most accounting firms are trusted but never known. He covers what positioning really means once the geographic moat disappeared, why firms are good at selling and bad at marketing, how to be led rather than asked, and what a solo owner has to do differently about new business.

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Best AI tech stack for accountants

Carlos M. Garcia, Jr. builds the 2026 firm tech stack from zero, starting with practice management: TaxDome, Canopy and Karbon, and what actually separates them now that each one has shipped an AI layer. Then the rest of the stack with top 3 picks for tax prep, ledger, payroll, reporting, payments, security and AI assistants, the 5 niches producing the best advisory economics, and how to size and budget the whole thing for your firm.

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