Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
August 25, 2016
Retirement Looks Different for Boomers, Xers and Millennials
Seventy-seven percent of Generation X workers are saving for retirement and they started at age 28 (median). Among those participating in a 401(k) or similar plan, they contribute seven percent (median) of their annual pay.
August 25, 2016
Social Media Fuels Friend Envy – Keeping Up With The Joneses 2016
More than one in five of U.S. adults with social media accounts (21 percent) admit they are likely to choose an activity or purchase based on how their friends and family will view it when they share it on these social media platforms.
August 24, 2016
How To Brand Your Accounting Firm
In this video, Karen Reyburn and I chat about the practical steps you need to take to build your brand as a CPA in order to stand out from the crowd and attract the clients you love. Karen is with The Profitable Firm, a marketing agency helping ...
August 24, 2016
2016 Review of Thomson Reuters FileCabinet CS
FileCabinet CS is part of Thomson Reuters CS Professional Suite of applications designed for professional accounting firms. Thomson Reuters offers three licensing options; On-Premise, Virtual Office, and SaaS, so users can choose the deployment method ...
August 22, 2016
What the Future Holds for Accountancy
Everyday, across continents, time and money is being squandered on old accounting practices. Of the United States’ 29 million SMBs (Small and Medium sized Businesses), just five million use dedicated accountancy software. This leaves some 24 million ...
August 22, 2016
Does the S-Corp Premium Really Exist?
The underlying argument is whether an entity that does not pay taxes is inherently more valuable due solely to this tax status. Should additional value be awarded to an entity that made a tax-based election that many other companies could easily make?
August 22, 2016
New IRS Webpage Offers Tips for Gig Economy and Sharing Economy Income Taxes
Taxpayers should also seek the advice of a tax professional, such as a CPA or Enrolled Agent, to make sure they not only follow tax law, but have a strategy to take advantage of credits and deductions.
August 22, 2016
Ransomware: Is Your Accounting Firm At Risk?
Ransomware is a type of malicious software that encrypts files, blocks access to computer systems then requires an anonymous payment, and has the ability to make a dramatic and devastating impact on your business. A recent report released by the FBI ...
August 22, 2016
Wipfli Acquries Chicago-Based Weltman Bernfield
The combined firm will have more than 1,700 associates, including over 200 partners, and 39 office locations in the United States and India, including four offices in the Chicagoland area.
August 19, 2016
3 Myths of Succession Planning for Accounting Firms
As a CPA, you stress the importance of retirement planning to your clients on a regular basis. Now it’s time to start taking care of your own future. Surprisingly, CPAs are not nearly as prepared with their own retirement plans as might be expected.
August 19, 2016
The Ultimate “Best Practice” for Accounting Firms
The summer and fall months officially kick off conference season. Where you send out your best and brightest to learn and explore from their peers and “bring back great ideas”. And many conferences do their part to help facilitate the sharing of great ...
August 19, 2016
Growth? Innovation? Productivity? Too Much or Too Little?
Observing the new normal of slow business growth raises the question: what’s the next big thing? Likewise, it is reasonable to ask if we are doing the right thing. In other sections of this month’s publication there is coverage on both document ...