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
May 12, 2020
In these challenging times of pandemics and work-at-home, tools to manage the practice, team members, and workload help. Most firms report that advisory work has currently exploded while helping clients manage cash flow, apply for SBA and PPP loans ...
May 11, 2020
Covid-19 has strongly shaken the labor market in March and April, driving layoffs and unemployment in the U.S. to their highest points since the Great Depression. As of May 1, 2020, about 30 million Americans have lost their jobs ...
May 10, 2020
The IRS is drawing a line in the sand: It has announced that taxpayers have until high noon on Wednesday, May 13, to provide direct deposit information for their stimulus payments. Otherwise, they’ll have to wait for paper checks to arrive through snail mail (IR-2020-92, 5/8/20). We’re working hard to get more payments quickly to...…
May 7, 2020 Sponsored
The two newest features in QuickBooks Online Accountant—month-end review and industry benchmarks—can help. Month-end review enables accountants to standardize the process and then uses automation to help deliver accurate books in less time and with ...
May 6, 2020
In a tax or audit engagement, the scope of services is well defined and documented. But consulting has almost unlimited possibilities. How do you train people to recognize all of those possibilities and meet client needs?
May 6, 2020
Effective change management can help organizations pivot quickly, decisively, and effectively, even when—perhaps especially when—unforeseen circumstances strike. And while each business is unique, there’s no need to reinvent the wheel.
May 5, 2020
There is a certain amount of agony to the monthly billing cycle. We generate the numbers of hours worked and try to justify the work, anticipating client pushback. The process continues each month in agony, like an unpleasant sequence from Groundhog Day.
April 30, 2020
How much financial information do you share with your employees, and should you be sharing more? These are important questions, but up until a few years ago, few private companies were asking them. After all, the SEC doesn’t typically require ...
April 29, 2020
Whatever recall procedure an employer follows, it is imperative that employees be thoroughly informed about the process. This is a time for complete transparency. With employees understandably desperate to once again be earning a paycheck, those not ...
April 27, 2020
At this point, there’s no point in pretending that things are anywhere close to normal. The coronavirus crisis has touched all of our lives, changing the way businesses operate and altering the tax calendar itself.
April 16, 2020
The A.S.K. method’s simplicity helps us to truly serve others as trusted advisors. It will set you apart from the vast majority of accountants, for instance, as you shift focus from the technical to compliance services.
April 16, 2020
Since so many of us are now working from home, we thought it would be appropriate to survey members of the CPA Practice Advisor community to find out what apps they are using to make working from home more effective.