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 1, 2009
IN-Firm Impact of the 2009 AICPA Top Technology Initiatives
Column: Technology IN Practice
June 29, 2009
Four Ways to Use Twitter for the Accounting Profession
If “I don’t get it” adequately describes your thoughts about Twitter and its uses for the accounting profession, then listen up: You CAN use Twitter to build your practice, increase business and grow your bottom line. I get this question all the time from my clients who want to know how they can build their...…
June 26, 2009
Changing Your Web Site? Ask These Four Questions, First
Whenever I present my seminar on “The Next Generation Accounting Firm,” someone invariably asks me a question related to communications, and specifically, when it’s time to change their Web site. I just ran across this blog on Ragan.com that speaks to this topic, and even though it is internally focused on employees, I’ve added my...…
June 23, 2009
Online Professional Tax Prep… Is it time, yet?
In the upcoming July issue of The CPA Technology Advisor, I’ve written a column that discusses why few tax and accounting professionals are using an online tax preparation system for their client returns. Considering how popular online tax prep is for do-it-yourselfers, I think it’s a curious situation. Some might blame it on the old...…
June 18, 2009
PayCycle – My Wish List
Doug Sleeter's wishes for PayCycle enhancements now that Intuit will be purchasing PayCycle.
June 18, 2009
CITP Credential Changes with the Times
The times … they are a-changin’ … and so is the CITP Credential. According to an announcement made during AICPA’s TECH+ Conference in Las Vegas earlier this week, “the revised credential will concentrate on information technology expertise relating to audit and attest services and financial data components, analysis and reporting. The holder of the revised...…
June 13, 2009
The Power of the Portal
Congrats go to Thomson Reuters for the significant milestone it hit in the most recent tax season: UltraTax CS™ customers preparing 2008 returns created more than 100,000 portals to serve their clients. This is important to our profession for several reasons. First, it demonstrates how the accounting profession is using technology not only to speed...…
June 11, 2009
The Hardware Side of Document Management
But interestingly, in all the ballyhoo about the importance of DM, and the number of rapidly evolving systems that offer state-of-the-art, soup-to-nuts storage and retrieval, we have overlooked what may be the most important part of document management – the hardware.
June 11, 2009
The 3 “P” Approach to More Creative Marketing
When was the last time you looked at something differently? I was in San Francisco June 7-10 for the International Association of Business Communicators’ (IABC) Conference, and had the pleasure of hearing Sam Harrison of Zing Zone speak on creative marketing and its three components: Passion, Performance and Pitch. His talk was well worth my...…