Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
June 29, 2013
California gas tax increase starts on Monday
The price of gasoline in all of California will go up 3.5 cents on Monday, courtesy of a state-mandated process.
June 29, 2013
Ohio legislature approves $62 billion budget; Includes income tax cut
An income tax cut, a new funding formula for schools and universities and a major expansion of vouchers are among the major policy changes included in the new two-year, $62 billion budget that got final House and Senate approval yesterday.
June 29, 2013
After Supreme Court ruling, same-sex couples should examine finances, hire a tax pro
Now that the high court has struck down the Defense of Marriage Act, people like Cohen have a slew of financial questions as federal agencies and employers begin working out how the Supreme Court's ruling might change decisions made at kitchen tables across the country.
June 28, 2013
Innovate or Perish: 2013 Innovation Awards Go Mobile and SaaS
Desktop Software Nowhere to be Seen at 2013 Innovation Awards
June 28, 2013
Embrace Consumerization!
Oh the glory days of IT – the calculator, the brick mobile phone, the fax machine! Remember back when new technologies got their start in business markets?
June 28, 2013
Strategic Partner Retreats … It All Starts with a Vision
We just completed the first Strategic Partner Retreat as I write this. This was the first in our series of three, and was hosted in balmy Tampa, Florida. I’m happy to report that we presented to a room full of firm partners and several of their trusted administrators—al eager to learn how to elevate their…
June 28, 2013
Blowing in the Wind
Do you feel the winds of change blowing? Do you feel the impact of the cloud on your life? If not yet, you soon will. When I founded my first company PayCycle, I thought the web was all about anytime, anywhere access.
June 28, 2013
Document Management – Should You Think Again?
From the July 2013 Issue. Document management seems to be a recurring theme for my practice this year. It may be because there are so many improvements in products. It could be that document management can be resource intensive to implement and that it raises so many procedural and cultural issues. It could be that...…
June 28, 2013
Want Better Service from Technology Vendors? Work With Your Account Rep.
Over my 20 year career, I’ve spent an eternity in queues for tech support from a variety of companies. As I write this, I’ve been on hold for 80 minutes during business hours on a weekday to speak to a human about an issue. Dealing with hardware and software support is a hidden cost of…
June 28, 2013
The Accountant’s Second Most Important Financial Statement
Business owners don’t have a boss to give them feedback, so many use their annual Profit & Loss (P&L) statement as their performance evaluation.
June 28, 2013
A Successful Practice is Built on a Solid Foundation of Knowledge, Service and Technology
The key is finding new ways to work more productively, of course. To do that requires constant evaluation and oversight of firm workflow and finding the right tools and best practices that meet the needs of the firm and its clients.
June 28, 2013
2013 Review of Personable Document Management Suite
Personable Document Management Suite 2013800.688.4281www.personable.com From the July 2013 review of Document Storage systems. Best Firm Fit: Firms who work with the desktop version of QuickBooks, as well as those who would like to set up workflow processes within the firm as well as with clients. Strengths Offers integration with Outlook, Windows Explorer, and QuickBooks....…