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.
June 1, 2022
2022 Independent Contractor Update
Employers consistently misclassify workers, which could land them in big trouble with state and federal labor departments, resulting in heavy fines and possibly having to compensate workers for back pay and benefits.
June 1, 2022
Is Your Firm at the Crossroads of Change?
The leadership of small to mid-sized accounting firms need to gather their teams and listen carefully. This is not a one size fits all situation and firm leaders must identify what works best for them. A collaborative conversation between managers and ...
May 31, 2022
7 Principles for Becoming a Better Listener
Great leaders are also great listeners because they seek to understand those around them. For your clients and team members, improving your listening skills will make them feel that their needs are heard. So, how do you become a better listener?
May 31, 2022
The Risk and Rewards of Big Data
Every time you swipe your credit card, use a loyalty card at your favorite store, or purchase an item online, your data is being collected. The amount of data collected daily is enormous and is provides nothing of value unless it is properly analyzed ...
May 31, 2022
Four Steps to Successful Demand and Supply Chain Forecasting, While Incorporating Uncertainty
The latest software technology can be helpful and in combination with the current plan provides visibility on future stock projection and can be combined with a supplier calendar for even more visibility.
May 25, 2022
How to Know when You’re Ready to Move to Advisory Services
Everyone’s talking about advisory – it continues to be a hot topic in the tax and accounting profession, but how do you know as a business owner when it’s time for your business or firm to make the move to advisory?
May 25, 2022 Sponsored
FP&A App and Two-Way Excel Sync Now Available for QuickBooks Online Advanced
With more accountants adding advisory services to their practices, having workable tools at your fingertips is more important than ever to create workflow solutions for your clients that help them grow.
May 24, 2022
Pregnant Employees and Employer Obligations
Women comprise over half the American workforce, and that number increases annually. While sexual harassment and gender equity issues often garner more attention, how to deal with a pregnant employee who may have work limitations continues to vex ...
May 24, 2022
Is Your Tech Stack Helping or Hindering Client Experience?
The tools we use should benefit the firm’s productivity and bottom line. But in our quest for productivity and efficiency, we often inadvertently neglect to weigh our client’s experience of the tools in our tech stack.
May 19, 2022 Sponsored
QuickBooks Online Recertification Window Open Through June 30, 2022
Summer is a great time to assess your firm’s strengths, client base, and marketing efforts. Whether you have your own firm or are part of a team, keeping your QuickBooks Online Certification current is a component of life-long learning, as well as ...
May 18, 2022
Firm Management Lessons from the Grocery Store
If you want to successfully evolve your firm into the modern era, you need to start building your grocery store the right way, learn from the transformation of the modern grocery store in the 1960s and modernize your practice.
May 17, 2022
The Secure Act and the Growing Popularity of Roth Conversions
The SECURE Act is a significant change to the retirement landscape. One of the areas it especially impacted is Roth IRAs. So, what does this mean for you and your clients? And, how can you best navigate the changes given proposed tax law changes?