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 18, 2020
Estate Planning in an Abnormal Time
While no one can predict how long the current environment will last, practitioners are in a unique situation to advise their clients on how they might take advantage of current gift and estate planning opportunities.
June 18, 2020
2020 Review of Professional Tax Preparation Systems
Every year, accountants and CPAs are tasked with keeping track of all of the changes to tax laws. However, tax year 2019 brings with it its own set of challenges apart from the standard tax changes that are expected annually.
June 17, 2020
Summer Challenge – A Video Marketing Campaign
Reflect for a moment on how much video content you consume in a week. Is it none, only a few minutes, or possibly hours? According to Marketing Charts, by the end of 2020, nearly 100 minutes per day of video will be consumed in the U.S.
June 16, 2020
How to Modernize Your Accounting Firm – Part I: Reshaping Client Relationships
Traditionally demanding tasks such as gathering client information or payment, have now become simple and streamlined. You may have to adopt new technologies, but the result is an improvement in client relationships and time savings for your firm.
June 16, 2020
AICPA News: June 2020
AICPA News is a roundup of recent announcements and events from the American Institute of CPAs.
June 16, 2020 Sponsored
QuickBooks ProAdvisor Program Adds New Resources, Features, and Training Courses
Here are several new resources, features, and trainings (all accessible via the ProAdvisor tab in QuickBooks Online Accountant) that increase your knowledge while helping you better advise your clients and scale your impact.
June 15, 2020
3 Quick Tips to Make WFH Successful
Over the 20+ years I’ve worked from home, I have collected many techniques that might help you make it through this unusual time and even position you for a future of full time or at least part time working from home.
June 15, 2020
One Certainty in an Age of None: He Who Hesitates is Irrelevant
Instead of getting consumed with everything you don’t know, focus on the known variables. Going back to the example of the payroll protection program, recommend a course of action based on what you know today.
June 15, 2020
7 Steps to Safely Reopening Your Firm’s Office During a Pandemic
This is complicated stuff. There are federal, state, and local regulations to consider. The health and well-being of your employees is your top concern, obviously, but you also have to consider the health of your clients, your team's access to protective equipment, and your own legal liabilities.
June 15, 2020
How to Be Ready for the Next Crisis
The immediate need to support remote work has brought with it an increasingly complex and risky landscape in ensuring your firm’s data is safe. Thinking proactively about business continuity and disaster recovery now will ensure your firms data is ...
June 15, 2020
Career Advice for Recent Accounting Grads: Job Hunting and the Pandemic
Graduating during this time will add its own challenges on top of the usual angst that comes along with finding, interviewing for and landing your dream accounting job. In fact, 75 percent of students with jobs have already seen them canceled, delayed or shifted to remote work. That’s especially tough considering many students rely on…
June 12, 2020
Advisory in the Age of Coronavirus
With clients scrambling to find the best way forward under immensely difficult circumstances, it’s important to do everything possible to help guide them through the process. Nobody has gone through anything like a pandemic before, so everyone is ...