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.
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November 3, 2020
11 Memorable Ways to Connect With Clients During the Holidays
As the holiday season approaches, do you have a plan to thank clients for working with you this year? If not, here are 11 memorable ways to connect with them throughout the season. Pick one or two. Add them to your action list. Then get ready for ...
November 3, 2020
Does Your Firm Have a Clear Vision for Hosting: Public Cloud, Private Cloud, SaaS
During the last half of this year alone, we've seen outages from Microsoft, Wolters Kluwer, Intuit, and many other applications that are critical for our profession. Are they only ones? Certainly not! If we look back two years, the list becomes onerous.
November 2, 2020
Now in Hackers’ Crosshairs: Accounting and Finance Firms
Why the escalating cybersecurity threats for finance and accounting firms? For one, you likely have sensitive customer data, in addition to key information about their employees, vendors and customers.
October 28, 2020
Removing the Fear from Long-Term Remote Work
If you’re a firm owner or a member of a leadership team, you’re probably starting to worry about the long-term ramifications of everyone working from home. While trepidation is warranted, it shouldn’t be overblown.
October 27, 2020
How the IRS Determines the Statute of Limitations on Collections
The statute of limitations period for IRS collection enforcement is generally ten years from the date the tax is assessed.[1]Tax Practitioners who are new to IRS collection representation may not be fully aware of the impact the statute of limitations (SOL) can have on a case and dismiss its relevance because the statute of limitations...…
October 26, 2020
Set Yourself Some Deadlines
There are historical references from the 19th century supporting an origin of the word, deadline, indicating a line or ditch created around the perimeter of a prison, over which if a prisoner crosses he (or she) will be shot dead.
October 21, 2020
No Pane, No Gain: The Benefits of Windowed Working
Windowed work means breaking up your business day into two or three separate time slots, or windows. Traditionally, this hasn’t been possible. When people have a long commute to the office, it’s not practical to work multiple daily shifts.
October 19, 2020
How to Work Securely at Home During the COVID-19 Crisis
While no one can predict the long- term impact of the pandemic, accounting firms are finding that remote work capabilities are not only a required, but highly viable solution and may well become the new norm as long as it can be done effectively and ...
October 19, 2020
Fables of the Reconstruction: Leapfrog 2020 Into 2021
We are the frog, sitting in the boiling pot. As 2020 draws to a close, far too many are unaware how hot the water has become. Like most of us, you may not have sensed the water’s boiling point as we try to stay on top of a constantly changing set of chal
October 19, 2020
Tax Changes Shake Up SALT Deductions
In the not-so-distant past, taxpayers who itemized could generally write off the full amount of state and local tax (SALT) payments, without any dollar restrictions. This often created a tax windfall for residents of states where income taxes or ...
October 16, 2020
Building Connections in a Virtual World
In the past six months, several organizations in the accounting profession have postponed or canceled their conferences in response to the COVID-19 pandemic, while others have taken their events virtual.
October 14, 2020
2020 Reviews of Professional Payroll Systems
Like everything else, payroll processing has changed. Years ago, payroll services were mainly used by larger companies, and affordable options were not readily available for smaller businesses. But the products on the market today are suitable for ...