Accounting May 22, 2023
Conducting Your Firm’s Security Briefing
All firms should have comprehensive computer and Internet usage policies in place to set guardrails on what is acceptable and secure usage of the firm’s technology infrastructure.
Accounting February 24, 2023
Accounting Automation Evolution: Augmented or Artificial Intelligence
What is the reality of Artificial Intelligence tools utilized today in your accounting practice? Unfortunately, there is no clear answer, and in actuality it depends on your interpretation of AI.
Firm Management January 9, 2023
CES 2023 – Accounting Tech Gadgets
Each January, thousands of technology enthusiasts, journalists, and product vendors converge on Las Vegas to attend CES (formerly known as the International Consumer Electronics Show).
Accounting December 6, 2022
Predictions for the Accounting Profession: 2023 and Beyond
The end of the year means it’s time to get ready for another busy season and to tune up your strategic plans for the years ahead.
Firm Management October 27, 2022
Future Techs – Technology Forecast for 2023 and Beyond
Accounting has often been viewed as overly cautious and a somewhat slow technology adopter, the reality is that we are also being drawn into ...
June 11, 2022
ENGAGE 2022: Pearls of Leadership
For the past few decades, the path to success and leadership positions for most has been characterized by being a lead “producer” and out-performing others in your chosen field of endeavor. In competitive environments, leadership touted the ...
April 19, 2022
2022: LEAN Up Your Firm’s Tax Season Debriefing
Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that ...
April 19, 2022
Post Tax Season: 10 Tips for Getting the Most Out of Your Tax Season Debrief Meeting
The next two months offer great opportunities to research, acquire and pilot new tools and processes so they become the new firm standard before the September and October deadlines. Below we outline 10 tips to optimize your post-busy season debrief ...
January 14, 2022
2022 CES Tech Innovations for Accountants
Over three days I racked up 71,200 Fitbit steps in an attempt to cover the more than 1.8 million square feet of show floor, 2,200 exhibitors, and the multitude of onsite presentations and virtual announcements.
December 20, 2021
In Firm: 2022 IT Predictions and 2021 Results
We hope our 2022 predictions will provide some insights and hopefully a little inspiration for improving your technology outlook in the New Year. However, before we unplug the proverbial crystal ball, we also want to share our 2021 predictions and ...
August 2, 2021
The Profession Gets Closer to Normal: Insights from the 2021 AICPA ENGAGE Conference
At the end of July 2021, the accounting profession took a big step towards post-COVID normalcy with the return of the AICPA ENGAGE conference to Las Vegas. The program allowed for face-to-face mingling of 1,700 on-premise attendees along with ...
March 30, 2021
Picassos or Teeny Beanie Babies: NFTs Providing “Ownership” of Digital Assets
With NFT sales skyrocketing, it won’t be long before tax ramifications come into play which accountants need to be prepared for. Considerations such as whether a sale is subject to short or long-term capital gains become increasingly complex as ...
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
