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.
December 3, 2021
SurePrep and Thomson Reuters Partner for Streamlined Tax Prep
Thomson Reuters and SurePrep will provide open and royalty-free access to each other’s Application Programming Interfaces (APIs), enabling increased investment in product integration that ultimately benefits firms by streamlining and automating ...
December 3, 2021
How to Back Out of Wayfair: Can a Business De-Register When Sales Drop?
Once a remote seller establishes economic nexus with a state, it must register with the state tax department and begin collecting, remitting, and filing sales tax as required by law. But what happens if that same seller’s sales eventually fall beneath the state’s economic nexus threshold? Can a business cancel its sales tax registration? If...…
December 3, 2021
Pandemic Increases Data Theft Risks for Tax Pros
Tax professionals face additional security risks from cybercriminals who are increasing their attempts to use the pandemic and phishing scams to get access to sensitive client information.
December 2, 2021
6 Tips for Managing Technostress
Where would we be without technology? It allows us to work from anywhere, communicate with people across the globe in an instant, and get more done in less time than we’ve ever dreamed possible. But there’s a downside: technostress.
December 2, 2021
Private Sector Employment Increased by 534,000 Jobs in November
Private sector employment increased by 534,000 jobs from October to November according to the November ADP National Employment Report. Distributed each month, the ADP National Employment Report is produced by the ADP Research Institute in ...
December 2, 2021
Xero Incorporates Machine Learning for Bank Reconciliation
The new feature uses machine learning to predict the contact and account code for transactions that cannot be matched to invoices or bills using an organization’s bank rules, Xero’s matching logic, or memorizations. Previously, businesses had to ...
December 2, 2021
38% of Private Businesses Not Ready for New Lease Accounting Standards
Those that have started are mainly in the early stages with 18% still gathering the requisite data, 15% in progress and 15% still assessing the impact of ASC 842. In addition, a further 6% have delayed their projects while focusing on other priorities...
December 2, 2021
Florida Firm Caler, Donten & Levine Joins EisnerAmper
Founded in 1987 and based in West Palm Beach, Florida, CDL has 13 partners and a staff of 100 professionals. The firm provides audit, tax and advisory services to growing and mid-sized companies in sectors such as family office, restaurant and ...
December 2, 2021
The Best Ways for CPAs and Tax Specialists to Offer Investment Advice
Offering clients investment advice is inherently challenging and somewhat risky. Though financial planners and investment advisors are expected to provide such guidance, CPAs and tax professionals are specialists in niches outside of investing, meaning...
December 2, 2021
Business Execs Lower Profit Expectations on Inflation Worries
Profit expectations are also under pressure, with the anticipated growth rate for the next 12 months dropping to 2.1% from 2.5% last quarter. Revenue growth projections, on the other hand, are up to 4.7% from 4.3%, quarter over quarter.
December 2, 2021
Client Experience for Today and Tomorrow – Ten Ideas for Your Playbook
Most CPAs I know are incredibly smart, hard-working, have high integrity, and genuinely care about their clients. While these attributes result in a lot of hard work, the rewards continue to be great. We want you to have the resiliency and stamina ...
December 2, 2021
Virtual CCH Innovations Conference Set for Dec. 7, 2021
The CCH Innovations Conference will feature dynamic guest keynote speakers, including Internal Revenue Service (IRS) Commissioner Charles Rettig and IRS Chief Taxpayer Experience Officer Ken Corbin. Top performing firms should plan to attend so they ...