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.
Small Business April 24, 2023
A Refresher on the Types of Small Business Legal Structures, and Their Benefits
Now is an excellent time to review how your clients’ legal structure affects their business and personal taxes. Let’s look at the types of entities, how taxes are filed, and when clients should consider changing their entities.
Accounting April 24, 2023
Few are Confident in Their Organizations’ Ability to Report on ESG Financials
Less than half of professionals are confident in the ability of their organizations’ financial reporting on ESG financial metrics.
Taxes April 24, 2023
The Tax Blotter – April 2023 – Sec. 529 Plans Get Updates
A Section 529 plan is a tax-favored way to save for a child’s college education. Contributions can grow without any current tax while distributions to pay for qualified expenses like tuition are tax-exempt.
Firm Management April 23, 2023
Why Finding Your Mini-Me Won’t Lead to Succession Success
Opting for a Mini-Me successor might feel comfortable, but it's not the best choice for your accounting firm's success.
Taxes April 21, 2023
Ford’s F-150 Leaves Tough Choices for Truck Buyers Seeking EV Tax Credits
The F-150 Lightning is one of 10 electric vehicles to qualify for the full $7,500 in tax breaks. But only the most stripped-down models.
April 21, 2023
The Technology Lab Podcast – Review of Microsoft Power Query – April 2023
Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Microsoft Power Query, Microsoft’s Data Connectivity and Data Preparation technology.
Taxes April 21, 2023
IRS Says Phone Wait Times Have Dropped to 4 Minutes
Thanks to last year’s Inflation Reduction Act, the IRS got a funding boost that enabled it to improve taxpayer service.
Accounting April 21, 2023
Bloomberg Tax Provision Adds Data Transformation and Automation Capabilities
The new functionality enables Bloomberg Tax Provision customers to automate workflows across the tax provision lifecycle.
Auditing April 21, 2023
Auditors’ Tricks Can Help Find Academic Fraud, New Study Says
Effective statistical tools can be used by those who review scientific studies to help detect and investigate suspect data.
Accounting April 21, 2023
Five Ways to Help Clients Maintain Accuracy in Financial Reporting
The future of financial reporting will show an increased use of automation and artificial intelligence to improve the efficiency and accuracy of an organization’s checks and balances.
Firm Management April 21, 2023
How Offering Financial Planning Can Enhance Your Credibility as an Accountant
When you offer a wide range of financial services, like financial planning, you serve as a one-stop shop for your client’s financial needs.
Small Business April 21, 2023
Launch of BPM Business Lifecycle Center Delivers Blueprint for Growth
The multichannel platform delves into the three primary phases of organizational growth – Startup, Growth & Expansion.