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.
Accounting October 6, 2026
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
October 20, 2026
October 20, 2026
October 20, 2026
October 20, 2026
June 15, 2020
Over the 20+ years I’ve worked from home, I have collected many techniques that might help you make it through this unusual time and even position you for a future of full time or at least part time working from home.
June 15, 2020
Instead of getting consumed with everything you don’t know, focus on the known variables. Going back to the example of the payroll protection program, recommend a course of action based on what you know today.
June 15, 2020
This is complicated stuff. There are federal, state, and local regulations to consider. The health and well-being of your employees is your top concern, obviously, but you also have to consider the health of your clients, your team's access to protective equipment, and your own legal liabilities.
June 15, 2020
The immediate need to support remote work has brought with it an increasingly complex and risky landscape in ensuring your firm’s data is safe. Thinking proactively about business continuity and disaster recovery now will ensure your firms data is ...
June 15, 2020
Graduating during this time will add its own challenges on top of the usual angst that comes along with finding, interviewing for and landing your dream accounting job. In fact, 75 percent of students with jobs have already seen them canceled, delayed or shifted to remote work. That’s especially tough considering many students rely on…
June 12, 2020
With clients scrambling to find the best way forward under immensely difficult circumstances, it’s important to do everything possible to help guide them through the process. Nobody has gone through anything like a pandemic before, so everyone is ...
June 12, 2020
If it were as easy as flipping a switch everyone would have done it already, and then I’d be writing about something way less interesting like the state of affairs with revenue recognition. But the transition to Value Based Engagements isn’t quite that...
June 11, 2020
What can we expect post-pandemic? Are there apps you have discovered that are helping to define the New Normal? Are there apps that need to be created to help us continue to exist, socialize, get back to work?
June 8, 2020
What do you think happens to your firm when you feed it the right tools and training? What is your future vision of your tax practice? Do you want to be fit and competitive, or do you prefer the alternatives?
June 5, 2020
This past June, the AICPA was awarded the .cpa (dot CPA) top level (worldwide) domain which has been reserved exclusively for entities confirmed by the AICPA to be affiliated with the CPA profession. This was done to promote long term confidence when visiting a website with the .cpa extension or receiving an email from a…
June 2, 2020
Companies have to find ways to keep people safe while executing paper-based processes that keep their teams office-bound. For example, many companies still have to go into the office to pick up mail, circulate invoices for approval, and ...
June 1, 2020
What inefficient processes are undermining your firm profits? As experts in document management and accounting firm workflow, we see a number of common “time leaks” related to managing, sharing and storing information and client files.