Accounting October 6, 2026
The 2026 AI Finance Stack
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
April 24, 2023
Here’s What Your Firm Needs to Know About the ‘Reverse Reference’
For hiring managers and leaders it’s important to approach the reverse reference request with tact and sensitivity.
April 24, 2023
5 Things to Make Meetings Less Boring and More Effective
Create a habit of using the five minutes before meetings to make the most out of the next 15, 30, or 60 minutes of your work life.
Small Business April 24, 2023
A Refresher on the Types of Small Business Legal Structures, and Their Benefits
Now is an excellent time to review how your clients’ legal structure affects their business and personal taxes. Let’s look at the types of entities, how taxes are filed, and when clients should consider changing their entities.
Firm Management April 23, 2023
Why Finding Your Mini-Me Won’t Lead to Succession Success
Opting for a Mini-Me successor might feel comfortable, but it's not the best choice for your accounting firm's success.
Accounting April 21, 2023
Five Ways to Help Clients Maintain Accuracy in Financial Reporting
The future of financial reporting will show an increased use of automation and artificial intelligence to improve the efficiency and accuracy of an organization’s checks and balances.
Firm Management April 21, 2023
How Offering Financial Planning Can Enhance Your Credibility as an Accountant
When you offer a wide range of financial services, like financial planning, you serve as a one-stop shop for your client’s financial needs.
Small Business April 21, 2023
3 Lessons From FTX’s Bad Bookkeeping
New FTX CEO John J. Ray III laid out how a lack of financial and accounting controls helped to doom the company.
April 20, 2023
Your Firm and Your AI (Artificial Intelligence)
Several AI trends can significantly impact a practice and tech stack, which we have discussed in previous columns.
Taxes April 19, 2023
3 Ways the IRS is Making it Easier for Small Business Owners to Do Their Taxes
Interacting with the agency should be less painful over the next decade as the IRS’s $80 billion spending plan is implemented.
Firm Management April 19, 2023
5 Steps for Healthy Practice Transitions
Planning for your practice’s next chapter doesn’t have to be intimidating. Laying the groundwork early and keeping the firm’s future top of mind can go a long way toward making transitions successful.
Firm Management April 19, 2023
New Talent Deployment Strategies for 2023
As a leader in your firm, you likely have ambitious goals to impact your clients' bottom lines and grow your firm.
Small Business April 18, 2023
What Small Business Owners Need to Know About Crowdfunding and the IRS
Before launching a campaign, make sure you understand all of the tax implications of crowdfunding.