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.
April 24, 2012
Case Study: Doc.IT
Firm ProfileArsement, Redd & Morella, LLC – Lafayette, LAwww.cpa-arm.com Contact – John R. Redd, III, CPA, CVA, Partner The firm operates out of a single office with 6 partners and 32 additional staff members. They are a traditional firm servicing small businesses by providing a “controllership by the hour” approach. A cornerstone of their original...…
April 24, 2012
Case Study: Thomson Reuters GoFileRoom
Firm Profile:Wilson Morgan LLP – Irvine, CAwww.wilsonmorgancpas.com Contact – Mark Solone, Tax Manager Wilson Morgan is a traditional CPA firm offering a mix of assurance and tax services. The firm has 11 partners and a total staff of 45 working in a single office location. They are in their sixth year of using GoFileRoom. Other...…
April 24, 2012
Case Study: Treeno Document Management
Case Study Firm Profile University Foundations – University of South Carolina, Columbia, SCwww.sc.edu/foundations Contacts – Susan Smith, CPA and Kim Elliott, CPA This organization is a nonprofit foundation providing accounting and financial services support to the entire university. There are currently seven active users of Treeno with plans to expand to the...…
April 24, 2012
Case Study: Conarc iChannel Document Management
Firm ProfileWiss & Company, LLPwww.wiss.com Contact – Don Logan, IT Director Click here for the May 2012 Review of iChannel. The firm has four offices in the New York / New Jersey market with 33 partners and an additional 167 staff. Primary client services include tax, audit, business valuation and litigation support. The core software...…
April 24, 2012
Maryland CPAs Share Why Belonging to a State Association is Important
During the 2011 Maryland CPA Summit, several CPAs shared their thoughts on the benefits of belonging to their state association.
April 24, 2012
Teach Me How To Balance
Fun video created by a University of Massachusetts student for an accounting class.