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Technology Advisor

Voting Opens for 2026 Readers’ Choice Awards!

Accounting February 28, 2026 

Voting Opens for 2026 Readers’ Choice Awards!

Voting in the 2026 Readers’ Choice Awards is now open. Readers can vote for the programs, hardware, services, and other technologies they use and trust.

Isaac M. O'Bannon

Featured Articles

April 6, 2026  

Majority of Retail and SaaS Leaders Say All-in-One Platforms Limit Growth

April 6, 2026  

NIST’s New Password Standards: Why Accounting Firms Should Rethink Complexity

April 6, 2026  

AI is Co-Writing End-of-Month Financial Reporting. Here’s What that Means for Auditors

April 2, 2026   Sponsored

The Franken-Stack Effect: Is Your Firm’s Technology Stack Slowing You Down?

April 1, 2026  

Oracle Cuts Thousands of Jobs in Latest Sign of Tough Times for Tech Industry
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Firm Management July 1, 2024 

New Basic Training Bootcamp Geared Toward Emerging Accounting Firm Leaders

Content has been created with input from today’s top firm leaders to ensure new leaders enter the role prepared for what lies ahead.

AICPA News – June 2024

Accounting June 30, 2024 

AICPA News – June 2024

AICPA News is a collection of recent announcements from the American Institute of CPAs.

Mary Girsch-Bock

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Accounting June 30, 2024 

78 Percent of Organizations Say AI Is an Emerging Technology Risk

The data shows organizations in 2024 are 2.5 times more likely to be in the later stages of digital risk maturity than last year, showcasing a solid trend toward proactive risk management.

Isaac M. O'Bannon

Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

Accounting Technology Lab Podcast June 28, 2024 

Changes Coming to QuickBooks – The Accounting Technology Lab Podcast – July 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss several changes coming to QuickBooks in 2024, including in pricing and strategic changes in the organization.

Brian Tankersley, Randy Johnston

New Intuit QuickBooks Technology Survey Calls for Improvements in Three Key Areas

Advisory June 28, 2024  Sponsored

New Intuit QuickBooks Technology Survey Calls for Improvements in Three Key Areas

On average, respondents reported they plan to invest $24,000 in accounting and bookkeeping technologies in the coming year,

Scott Cytron

How SEO Can Drive CAS Growth for Accounting Firms

CAS June 27, 2024 

How SEO Can Drive CAS Growth for Accounting Firms

SEO is all about optimizing the pages of a website so that they rank higher on search engines like Google. The higher the ranking, the more visibility you'll receive.

State CPA Societies in Action – The Rhode Island Society of CPAs

Accounting June 27, 2024 

State CPA Societies in Action – The Rhode Island Society of CPAs

State CPA Societies in Action is a series of articles spotlighting the varied educational, advocacy, networking and professional activities of the state CPA societies across the U.S.

Mary Girsch-Bock

Roadmap to The Modern Firm

Advisory June 25, 2024 

Roadmap to The Modern Firm

For firms, the continuum represents a proven, strategic roadmap to achieve modern status and thrive in the digital era.

CGMA, CITP, CPA, Darren Root

Failure to Keep Pace with Technology is Biggest Risk for Accounting Pros

June 25, 2024 

Failure to Keep Pace with Technology is Biggest Risk for Accounting Pros

95% agree that a willingness to learn and adopt new technologies is just as important to their success as traditional accounting skills.

Isaac M. O'Bannon

artificial_intelligence mind tech_1_.56e6c9c20bbbc

Technology June 24, 2024 

California Lawmakers Consider Action to Regulate AI

The effects of artificial intelligence on employment, society and culture are wide reaching, and that’s reflected in the number of bills circulating the Legislature.

How to Use ChatGPT to Create Forms and Templates for Accounting Firms

Firm Management June 24, 2024 

How to Use ChatGPT to Create Forms and Templates for Accounting Firms

These forms and templates should be customizable to fit the specific needs of the CPA firm and its clients. Additionally, they should be regularly updated to comply with evolving accounting standards and regulations.

Sandi Smith Leyva

The Accounting Technology Lab Podcast – Overview of the 2024 AICPA Engage Conference – June 2024

Accounting Technology Lab Podcast June 20, 2024 

The Accounting Technology Lab Podcast – Overview of the 2024 AICPA Engage Conference – June 2024

Hosts Randy Johnston and Brian Tankersley, CPA, discuss the 2024 AICPA Engage conference, held in June in Las Vegas.

Brian Tankersley, Randy Johnston

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