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.
July 28, 2009
Stay Tuned for a Stronger Microsoft
You would have to living on the side of a mountain not to hear about Microsoft and the problems its endured over the last several years: declining revenues, slow-to-market product growth and the shortcomings of Windows Vista are just a few of the issues. I believe things are about to change – for the better....…
July 23, 2009
Bing? (Yawn)
Fellow CPATechViews blogger Dave McClure recently wrote about Google’s new foray into the land of operating systems (See: Killing Microsoft: www.cpatechviews.com/2009/07/killing-microsoft). He also notes Microsoft’s latest entry in the search engine field with Bing.com. Just as I don’t think Microsoft has much to worry about (yet) from a Google cloud-based operation system, I also don’t...…
July 16, 2009
Should you Give Employees Access to Facebook, Twitter?
When I talk with clients and present to groups about social media, one of the most often-asked questions I get it whether an organization ought to give its employees access to social media while they are at work. Firms, companies and organizations of all kinds and sizes are concerned that their staff is going to...…
July 14, 2009
Harry Potter and the Vast Opportunities in a CPA Firm
As we brace ourselves for yet another Harry Potter movie, I think Harry and his friends would want to cast a spell on today’s CPA firm – to enable partners to see the vast opportunities right in front of our eyes. Although my pop-culture allusion may be a bit lame, there’s nothing mystical about determining...…
July 14, 2009
Build Your Firm Launches AccountingMatch.com
Informational Website Helps SMB Owners Find Accounting Firms
July 8, 2009
Killing Microsoft
Vowing to offer a new system based on its Chrome web browser, Google unabashedly says it is going to war with the intention of killing Microsoft. I wish them luck.
July 8, 2009
If Client Retention is the #1 Issue, Why do we Ignore the Obvious?
Hmmm – is client retention an important issue for CPA firms? What a rhetorical question. I’m not surprised at all by the results of the AICPA’s 2009 CPA Firm Top Issues Survey conducted by the Private Companies Practice Section – and you shouldn’t be either. Putting aside the fact that it costs something like five...…
July 8, 2009
Office Hardware to Cloud Computing: It’s a Paradigm Shift
How much hardware do our offices really need to function and how much paper can we really get rid of? In other words, if you’re thinking about buying another server or replacing the ones you have, think again. Same thing with scanners – can you exist in the virtual environment without scans of files on...…
July 7, 2009
My Wish List for AICPA Leadership Academy Candidates
Today, AICPA is launching its first-ever Leadership Academy in Chicago – a three-day gathering designed to train young CPAs on issues related to the profession so they can be more effective leaders It is the brainchild of AICPA’s Chair Ernie Almonte. What a great idea! It not only helps young CPAs realize their potential; it most...…
July 1, 2009
2009 Review of Construction and Contractor Accounting Programs
Programs Help Builders & Contractors Run More Efficiently
July 1, 2009
2009 Review of Document Management Systems
Document Management Takes Off, But Firms Still Seek Guidance