Artificial Intelligence January 28, 2026
What Accountants Need to Know About Agentic AI
Agentic AI is already helping accountants add more value to their services and contribute to the decision-making process for clients.
June 11, 2019
How to Adapt Our Habits to Create Stronger Connections at Work
In this age of technology disruption, we can feel alone, sometimes not knowing where our anchor is - what will stay the same, what will change, and what we can depend on, and how we will get there together.
June 11, 2019
2019 Reviews of Professional Tax Preparation Systems
Throughout the review process, we looked at numerous system features and functions including cloud/remote access, the ability to support multiple tax preparers simultaneously, e-filing availability, and the ability to import data from other applications.
June 10, 2019
How to Set Up the Chart of Accounts for Law Firm Clients
Accountants know how important it is to set up a client’s chart of accounts correctly from the get-go, and while there are a lot of similarities between professions, some have unique aspects or nuances that, for various reasons, are very important.
June 10, 2019
AICPA News: June 2019
AICPA News is a roundup of the top articles and initiatives regarding the AICPA each month.
June 7, 2019
How to Gain Law Firm Clients With Clever Marketing
Family law and criminal law practices are very different types of law firms. To be effective, you need to truly understand the client’s needs, goals, pain points, and action triggers to be successful.
June 7, 2019 Sponsored
Next Day Funding for ACH: Powerful Payment Processing That Drives Prosperity
Two vital factors dictate your clients’ survival and success: cash flow and happy customers. Connecting the two means finding a payment system that not only allows your clients to get paid faster after a transaction is complete, but also doesn’t ...
June 6, 2019
How to Quit Your Job Gracefully
It happens to practically everyone at some point. You had a good run at your current job, but you’ve outgrown the position and want more. After finding a better match elsewhere, it’s time for that awkward moment: letting your employer go. Whether you’re a staff auditor or senior director, you should know how to quit...…
June 6, 2019
Protect and Build Wealth Through a Captive Insurance Company
In today’s business environment, companies—particularly small and mid-sized ones—face innumerable threats. Cyber risk is a growing and wildly unpredictable threat, and there is terrorism, environmental disasters and political risk.
June 5, 2019
Automation is Here. How Are You Leveraging It?
CPA firms are in the midst of a transition. For years, research firms and thought leaders have been predicting the disruption of the profession through automation. That disruption isn’t a vision for the future – it’s here now. In 2017, Gartner ...
June 5, 2019
UCLA Forecast Shows Chances of Recession Increasing
Concurrently, Shulman warns that “when the economy slows to 1% growth, the risk of a recession becomes very real, with the second half of 2020 being most problematic.
June 5, 2019
Do Clawback Penalties Spur Misreporting?
Which is the better way to spur achievement – by rewarding employees for attaining goals or by penalizing them for failing to do so? While the question has remained a perennial matter of debate, a new scholarly paper observes that "given the financial ...