Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
Accounting August 16, 2022
ESG: What’s Next and How To Create Maximum Value for Clients
The proposed rules will also require disclosure in SEC filings of GHG emissions generated at the various phases of the business cycle, along with ...
Accounting August 15, 2022
How to Appropriately Handle Conflicts of Interest
The AICPA is offering a revised code on conflicts that may arise, with expanded guidance for CPAs in public practice as well as those in private business.
August 15, 2022
The Unintended Consequences of Tax Regulations
Sales tax is meant to be a means for states and local jurisdictions to pay for things like schools, roads and public services, but there can be unintended consequences.
August 15, 2022
How to Build the Best Relationship with a Client
How can tax professionals build the same strong advisory relationship and take a more proactive approach to the services we offer?
August 15, 2022
Inflation Reduction Act May Increase and Broaden Energy Tax Incentives
Under the expansion of the 179D deductions, your clients may also benefit from deductions if they’re REITs, trial properties, and non-profits.
Advisory August 11, 2022
Developing a Data Mindset to Proactively Make Clients’ Lives Better
Smart Client Management needs a data mindset to proactively make clients’ lives better. I think most practitioners would agree with me that the reactive model ...
August 9, 2022
Take Me Out to the Ball Game
I understand change, improvement, trends, insurance issues, health, and safety – all of this goes into decisions to move in whatever direction the rule-makers determine is for the greater good. But at the same time, I’m going to miss the sweet ...
Firm Management August 8, 2022
Your Firm and Your Fundamentals
What is best to keep in your practice, and what needs to go away? For many firms, getting the fundamentals right will help you pick the right ...
Firm Management August 5, 2022
Process Issues with a People Impact
Negative attitudes, poor morale and refusal to follow firm processes impede progress. If the prevailing mindset across the firm, especially amongst leadership, is ...
Advisory August 5, 2022
Is Artificial Intelligence Becoming a Tool for Financial Advisors?
AI is making financial advisors more efficient and more connected with clients. But some challenges persist.
Firm Management August 5, 2022
Does Your Website Need a Redesign or a Rebuild?
Here are the pros and cons of each. Plus, a series of questions you can use to determine which strategy you should undertake.
Accounting August 3, 2022
2022 Innovation Awards Spotlight Top Tech for Tax and Accounting Pros
The Innovation Awards were first presented in 2004, and they honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients ...