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.
May 3, 2010
Automating Time Capture Using Chrometa
In the profession of public accounting, we use our knowledge, skills and experience to perform services for our clients. Whether we use a fixed fee arrangement or we use billable hours, it is important for us to know where our time goes and how we spend it as we work on behalf of our clients....…
May 3, 2010
Build Your Firm Launches Social Media Education
Teaching Accounting Firms how to Capitalize on Social Media
April 28, 2010
Congress Makes Another Tax Change. Dog Bites Man.
As a result of the recently passed healthcare legislation, effective March 30, 2010, health benefits provided to an employee’s child up to 27 years of age is tax free for most taxpayers. The adult child does not need to be a dependent of the employee taxpayer. The IRS announced on April 27 (www.irs.gov/newsroom/article/0,,id=222193,00.html) that the...…
April 22, 2010
Do not miss our first issue of 2010!
The April/May issue of The CPA Technology Advisor should be in mailboxes this week. Following busy season, I’m sure everyone will enjoy the new issue. Based on our team’s strategic planning sessions this past winter, we have made a few changes. This issue highlights our annual tax compliance software review, but we realize that not...…
April 21, 2010
I Want FrontPage Back!
Trapped between FaceBook, with its rigid designs and colors; and Microsoft Expressions Web/Studio/Whatever, what I most want is to have FrontPage back. I'm tired of having to hand-code changes to HTML, tired of having to have an advanced degree to change a color on my web page, and tired of having developers ignore the small…
April 16, 2010
Automated Online Backup
Congrats on making it through another tax season! I ran into this funny, but pretty intelligent little video on YouTube about automated online backup for accounting professionals. It’s worth three minutes to watch. http://www.youtube.com/watch?v=0LJcAy_gfDQ I also wrote about online professional backup systems in our April issue, which just went live today- you can read it...…
April 16, 2010
2010 Review of Professional Tax Systems (Traditional Workflow)
Tax Season is all about Productivity
April 16, 2010
2010 Review of Professional Tax Systems (Advanced Workflow)
Evolving Workflow Processes Becoming Critical to Tax Compliance
April 16, 2010
2010 Review of Small Business Accounting Systems (On-Premise products)
Small Business Accounting: Fully Loaded