Technology February 9, 2026
Botkeeper is Closing Its Doors
In a statement posted on the Botkeeper website over the weekend, Enrico Palmerino wrote that the automated bookkeeping platform he founded in 2015 is shutting down.
September 30, 2013
How to Avoid the Top 4 Household Employment Tax Mistakes
When families become employers, they take on many of the same responsibilities that business employers do – although many of the forms, deadlines and labor laws for household employers are unique.
September 30, 2013
Mastering the Art of Technology
How a tech-savvy firm owner leverages his experience with advanced technologies to create a lucrative new service offering
September 30, 2013
Looking and Feeling Great! The Five Key Components of Your Firm’s Brand Image
Recently I had a fellow CPA visit our firm in Bloomington, Indiana. We spent a few hours talking about processes, growth, the importance of websites, and staffing…all good stuff. Before he left our visitor told me, “Your office has a really comfortable feeling to it, when I walked in it just felt right.” He also…
September 30, 2013
Improving Business with a Virtual Office
When Bryce Forney, CPA realized he was duplicating many tasks and wasting countless hours simply checking email, he knew it was time for a change. He transitioned his email from Outlook to Gmail and began looking for other ways to eliminate waste and redundancy in his practice.
September 27, 2013
Profitable and Painless Payroll
From the Oct. 2013 issue. When Mauro Adornetto decided to focus more on providing payroll services to business clients, he didn’t just dabble with it: He jumped in with both feet. With an already successful full service tax, accounting and consulting firm in Mount Kisco, New York (www.adornettoaccounting.com), he started his payroll business eight years...…
September 17, 2013
Ti-i-i-ime is on my side
While new technologies make us more productive giving us back time, the failure to adopt them can lead to missed opportunities.
September 17, 2013
How Accounting Firms Can Prevent a Digital Disaster
The majority of small to mid sized practices are vulnerable to unexpected data loss. As an accountant or attorney you have an ethical duty to ensure that your clients’ electronic information is not lost, destroyed or inadvertently disclosed.
September 9, 2013
Are You Suffering from a Professional Disconnect?
If you’re like me, your mobile device is an indispensable tool that you use on a daily basis to manage your personal life. The list of digital tools that I use is a long one.
September 9, 2013
The Benefits and Challenges of Cloud Accounting
Accounting firms across the country are looking to the cloud to transform their client accounting services. They are looking to move from simply transactional bookkeeping services to higher value advisory services more in line with the CFO function.
September 8, 2013
Income Tax Planning Takes More than a Magic 8-Ball
On the conference room shelf of a CPA’s office I visited recently, I noticed a Magic 8-Ball with the label “free tax answers.” When turned, the die floating in colored liquid inside the ball presses against the window to reveal an affirmative, negative, or non-committal answer such as “cannot predict now.”
September 3, 2013
The baggage-free CFO: 5 ways to profit
Recently we did a survey of the Mergers & Acquisitions (M&A) professionals who use The Sellability Score and asked them what makes a business attractive to an acquirer. The M&A experts said businesses that have a management team in place are much more attractive to buyers than owner-dependent companies.
August 29, 2013
Understanding Content Marketing Can Help Your Firm
Content marketing is today’s hot topic. You certainly can’t ignore it (not that you want to)—with countless articles on hand that tout the importance of developing useful, timely content to support a strong marketing program.