Accounting August 4, 2026
Nominations Open for Innovation Awards and 40 Under 40 Awards
Nominations are currently being accepted for CPA Practice Advisor's 40 Under 40, 20 Under 40, and Tax & Accounting Tech Innovation Awards.
June 9, 2014
Joining the Accounting Profession
I'm a constant believer in fate. Things happen for a reason; there is a path we move along in life that is waiting for us to discover. I'm also a believer in taking control of your life and helping yourself move along that path, looking out for yourself, and making sure obstacles don't deter you…
June 9, 2014
California Businesses Vie for $30 Million in GO-Biz Program Credits
With less than a month to go, California businesses are eager to qualify for a new state income tax credit. The "California Competes" program, administered by the state Office of Business and Economic Development, is handing out $30 million to encourage companies to grow here and not leave the state. The pot will expand to…
June 7, 2014
2014 Review of Kashoo
Kashoo is a web-based micro-business application which describes itself as a tool for “real simple accounting” and “small business record-keeping.” Users can connect Kashoo to bank and credit card accounts online, and transactions are imported into the application without data entry. Payroll giant Paychex made an investment in the company in 2013 and now remarkets...…
June 7, 2014
FreshBooks and SageOne Help Business Owners Collaborate with Customers and Subcontractors
Our review of SaaS accounting solutions has focused on tools to help manage a general ledger and create financial reports, but many self-employed individuals and micro-businesses need a more basic day-to-day solution to help them bill customers, track receivables, and manage projects. While many applications can meet the needs of this segment, including the lower…
June 7, 2014
The Evolution of Small Business Accounting Software
There are many in the accounting profession who can remember being the stereotypical accountant: the green eyeshade blocking out the glaring light bulb over a desk or table filled with handwritten ledger sheets, footing and cross-footing with a 10-key before handheld calculators existed...
June 6, 2014
Sage Introduces New Exchange Payment Management System
Sage North America has introduced its new Sage Exchange Payment Management System, which is designed to help small and midsized businesses (SMBs) by consolidating all of their payment activity onto one platform. SMBs can also use Sage Exchange to easily monitor and manage the payments from all their sales environments: on the web, over the…
June 6, 2014
Is Your Firm Playing Above the Line?
There is a lot of interest, discussion and action taking place around client accounting and advisory services these days. Firms are recognizing the opportunities offered by advances in technology and cloud accounting systems. However, it’s not the technology platform driving this movement, rather firms’ desire to transition from a trusted technical advisor to a trusted…
June 6, 2014
So Much Change So Little Time
This year is the year of delivery for many new hardware and software products. Which are ready for production? Which should be implemented first? You know that every technology does not need to be implemented.
June 6, 2014
Tools for Helping Shoebox Clients Get Organized
These applications are low cost or free, and are supported with in-application ads and other special offers provided based on the user’s personal profile. Since they are stored online, the data can be shared with outside advisors, including the individual’s accounting firm.
June 6, 2014
Work/Life Balance: The Hidden Costs of Clutter
You know (you might even be) the type: "I know it looks messy but I know where everything is!" There are those whose desks and workspaces look almost vacant - like no one could possibly work there because every surface is bare.
June 6, 2014
Growing an Ecosystem for Small Businesses & Accounting Firms
When Intuit introduced a new design for its products, it was aiming for a harmonic look and feel across its solutions that made it easier for users to use. But, it didn’t just stop there. The maker of financial management solution decided they wanted to make business easier for small business owners.
June 6, 2014
2014 Review of Xero
Xero is a micro-business SaaS accounting platform which is well established in Australia and New Zealand, and was launched in the U.S. in 2012. The company has made significant investments in personnel to compete with other small business accounting software providers in the U.S. market, and has hired a long list of industry veterans to…