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.
March 30, 2021
Hosting Video Calls in a Changed Business World
Doing business during a pandemic is a new experience for everyone and there isn’t a rulebook for how to navigate this new normal. Many virtual meetings can be frustrating and ineffective, but with a little thought and preparation they can be made ...
March 30, 2021
Picassos or Teeny Beanie Babies: NFTs Providing “Ownership” of Digital Assets
With NFT sales skyrocketing, it won’t be long before tax ramifications come into play which accountants need to be prepared for. Considerations such as whether a sale is subject to short or long-term capital gains become increasingly complex as ...
March 19, 2021
Get Off the Hackers’ Hit List: Evolving Competencies for Finance Firms Today
CPA practices, accounting firms and financial services organizations are increasingly wise to the ways of cybercriminals. They're proactively partnering with IT and business leaders to take preventative action, mitigate risk and avoid costly breaches.
March 18, 2021
What Do You Hear When You Listen to Your Clients?
It’s tax time and, be it virtually or in person, we’re meeting with many of our clients. In some cases, it’s the only time all year we will hear from them. We need to gather the appropriate financial information so that we can prepare their tax ...
March 17, 2021
AICPA News – March 2021
AICPA News is a round-up of recent announcements from the American Institute of CPAs.
March 15, 2021
Client Experience for Today – Portals or Something More?
Effective Document Exchange, gathering, management, and distribution with clients is a significant friction point for many firms. Possibly because of the COVID-19 pandemic, client collaboration, workflow, and document management systems (DMS) came to ...
March 12, 2021
Stop Selling: Who Needs Help?
By shifting into the mindset of solution providers, we become consultants and facilitators rather than worrying about sales. But to make this shift, we are called to embrace the idea of probing our clients more deeply than their taxes or ...
March 9, 2021
Finance Employment Trends in the COVID-19 Era
There’s no question that the COVID-19 pandemic has redefined how we work and caused accounting and finance managers to rethink their recruitment, staffing and retention strategies. The changes may have been sudden, but many of them are ultimately ...
March 9, 2021
5 Reasons to Conduct a Retreat in 2021
Many CPA firms conduct annual retreats to keep them on track. With the pandemic, more firms need to consider holding a retreat to help them prepare for their future. Taking into account what we’ve learned over the past year, here are five reasons to ...
March 9, 2021
Apps We Love – March 2021: Games
We know you don’t work 24/7, even though sometimes it seems like it. When you take off your work hat, do you put your phone aside, or do you wind down by playing a few games? This “Apps We Love” article focuses on games, and the members of the ...
March 8, 2021
4 Keys to Successful Technology Planning
Technology is ingrained in virtually everything accountants do to run their firms and serve their clients. To take advantage of opportunities and position your firm for long-term growth, you need a good technology plan. When most of the firm is focused...
March 5, 2021
7 Tips to Prevent Tax Season Burnout
Busy season is exactly the time of year you need the best software the most. Technology can potentially help you work faster with fewer mistakes—and thus decrease your stress.