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.
June 30, 2021
Where Have All the Workers Gone?
The success of the ongoing Coronavirus vaccination program, with about one half of the U.S. population already vaccinated, and the dramatic drop in hospitalizations and positivity rates support the conclusion that the pandemic is all but over.
June 30, 2021
Expand Your Practice with Advisory Services
If you’re looking for ways to expand your practice, adding advisory services is a great place to start. When coupled with annual tax planning and preparation services, the addition of advisory services can benefit both your clients and your firm...
June 30, 2021
4 Essentials of Process Improvement
Process improvement shouldn’t be something you did; it should be something you’re doing. It demands continuous improvement — always looking at how your processes could be better. Technology, client demands and even the expectations of our internal ...
June 30, 2021
5 Ways Automation Elevates Your Accounting Department
Technology has become a significant part of our lives in today’s world. It changes how we shop, communicate with friends and family, and how we work. By implementing the right technology into your accounting department, your team can work smarter and ...
June 30, 2021
2021 Financial Planning: The Increasing Popularity of SLATs
SLATs are a powerful estate planning tool for couples who would be resistant to transfer a significant amount of assets to their children, thus losing all access to those funds. Given the proposed tax law changes on the horizon, some of which would ...
June 28, 2021
AP Automation is Taking Off in Small and Mid-Sized Businesses
Last year was a wake-up call for businesses trying to run back-office operations. While in the past many were able to do this manually, when the pandemic hit, it quickly became apparent that approach was untenable. Nowhere was the pain felt as ...
June 28, 2021
AI’s Growing Influence Over CPA Services
With change to any industry comes new opportunities and threats. How you and your firm navigate the pros and cons of innovation will ultimately determine your success.
June 24, 2021
Do Your Clients Need a Mid-Year Tax Checkup?
CPA tax advisors are in a unique position as financial physicians. Now is an ideal time to be proactive and contact clients who might be in need of a mid-year financial check-up. With potentially significant changes to the tax landscape looming, we ...
June 23, 2021
Everything You Need to Know About LLCs to Help Your Clients
Popular for its owner liability protections and flexible tax options, the Limited Liability Company (LLC) is a legal structure option worth exploring for clients who are starting or growing businesses.
June 22, 2021
Credit Cards Could Be the Next Big Opportunity in B2B Payments
With the advent of widespread remote work, businesses have made impressive leaps in eliminating checks and adopting electronic supplier payments. These changes primarily translated to increasing the number of ACH or Direct Deposit payments made.
June 22, 2021
Pros on the Move – June 2022
Professionals on the Move is a round-up of recent promotions, staffing changes, and achievements in the profession.
June 21, 2021
6 Effective Strategies for CPAs to Build Trust with Clients
The nature of accounting professionals’ services is constantly changing in today’s world. This creates a need for trust, relationships, and professional ethics that have never been greater.