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.
November 18, 2019
The Problem with Price
Maybe it is time to rethink how we show our value to others by ripping a page from Dell, Southwest, Allstate, Disney, GM, and just about every other major brand. They use the classic “good-better-best”—G-B-B—marketing strategy to change the customer’s ...
November 18, 2019
Do Your Best Tax
If you are in the market to replace or add tools for your tax practice, there are several considerations. Vendors want to sell you new products, and they want you to be happy with the products you select. There are important characteristics that you ...
November 18, 2019
2019 Review of Sales Tax Systems
If you own a business, whether you sell items or provide services to your customers, the common denominator is sales tax. If you sell solely in your city or state of residence, chances are you only need to track sales tax for that particular jurisdiction. However, if you sell throughout the U.S. or abroad, your...…
November 18, 2019
2019 Review of Hosting Providers for Accounting Firms
As the industry moves more towards cloud-based solutions, there remains a core group of users who maintain loyalty to on-premise applications. While this loyalty is admirable, in this day of remote workers and the desire for anytime/anywhere access, adhering to an onsite application can be limiting. Which is why application hosting can be so important....…
November 17, 2019
The Change We Can Control
“Everyone thinks of changing the world, but no one thinks of changing himself.” ~ Leo Tolstoy In the accounting world these days, we are inundated with news about change, innovation, disruption, or whatever else you want to call it. Terminology aside, the bottom line is that our jobs our changing at an ever-increasing rate. We...…
November 17, 2019
The 2019 “40 Under 40 Honorees” and “20 Under 40 Top Influencers” Announced
The accounting profession is as dynamic and vital to the success of America’s small businesses as ever, which is why CPA Practice Advisor’s 40 Under 40 and 20 Under 40 Influencer programs recognize professionals who are helping lead the profession ...
November 15, 2019 Sponsored
Newest Features in QuickBooks Online Advanced Speed Workflow
Many accountants and bookkeepers who want to build and/or maintain a cloud-based practice have turned to QuickBooks Online Advanced – Intuit’s latest cloud-based offering – to meet the needs of their fast-growing, high value clients who may be ...
November 15, 2019
Crafting a Strategic CAS Plan
Accounting firms are increasingly looking to expand beyond traditional, compliance-focused accounting services to grow their business and boost profitability. By providing client accounting services, firms can not only improve their bottom line, but ...
November 15, 2019
How to Get Started with Client Accounting Services
Traditional compliance services like taxes and audits have long been the bread and butter of many accounting practices. However, clients are increasingly requesting new services beyond that scope such as bookkeeping, payroll, and advisory-level collaboration. Firms eager to create new revenue streams and stronger ties with clients respond by expanding services and adopting technology that...…
November 15, 2019
Marketing to the Home Care Nursing Industry
As you consider the home healthcare industry vertical for your firm, begin with the why. Why now? Why this industry? Why this geographic location? Why should they work with us? Why is it important to the firm’s bottom line? Once you know your why, you’re on your way to creating a marketing plan with purpose....…
November 15, 2019
You May Be Overlooking Potential Top Performers When Hiring
To ensure success in an environment where available accounting talent is limited, managers must move away from the idea of a new hire having a perfect resume. Instead, focus on identifying promising candidates who you can develop and who fit your ...
November 13, 2019
7 Productivity Hacks for the Strategic CFO
How can CFOs themselves use technology to be more efficient and effective? As a Chief Operating and Financial Officer, father of four daughters, and a newly minted girls lacrosse coach, I’m always looking for ways to save time.