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.
February 19, 2020
David Cieslak, CPA.CITP, CGMA, GSEC Inducted into Accounting Hall of Fame
The members of the Accounting Thought Leader Symposium have elected David Cieslak, CPA.CITP, CGMA, GSEC, accounting technologist and chief cloud officer and executive vice president with RKL eSolutions, into CPA Practice Advisor’s Accounting Hall of Fame. The announcement was made during a presentation at the 2020 meeting of the Thought Leader Symposium, an accounting think tank...…
February 18, 2020
Apps We Love: Feb. 2020 – Meeting & Calendar Apps
We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the...…
February 17, 2020
3 Secrets to Ensure Successful (and Profitable) Client Meetings
We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still ...
February 17, 2020
2020 Reviews of Expense Management Systems
Expense Management has always been important, but in recent years, the surge in company travel has found more businesses scrambling to find a way to continue sending their employees where they need to be, but doing so in more cost-effective manner.
Accounting February 15, 2020
What’s In Your Briefcase?
This column will go through some of the gear I carry with me when working out of the office. As someone who spends over 100 days a year traveling, I don’t have the option of waiting until I get back to the office to deal with most things.
February 14, 2020
AICPA News: February 2020
AICPA News is a roundup of recent announcements from the American Institute of Certified Public Accountants.
Technology February 13, 2020
Process Improvement and Working With Clients Digitally
While most of our firms have transitioned away from paper-based records, many of us still struggle to digitize the business processes in our firms. As I write this, we are in the late stages of conducting the 6th Annual CPA Firm Operations and ...
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February 13, 2020
What is a Payroll Lookback Period for Forms 941 and 944
Do you know how often you need to deposit federal income, Social Security, and Medicare taxes? You can’t deposit the taxes whenever you feel like. Your deposit frequency is based on a lookback period. So, what is a lookback period?
February 12, 2020
5 Tips to Prevent Staff Burnout During Tax Season
In the accounting profession’s annual tax marathon, you don’t want your people to hit the wall. Burned out workers will be less focused, more irritable, less healthy, more likely to exhibit negative attitudes and more prone to mistakes.
February 10, 2020
Do You Have a Clear Technology Vision
Most impressive at CES this year were hardware solutions to real world problems. We’ll discuss each of them, but I was particularly impressed by new generation laptops, monitors (including a second portable monitor), scanners, keyboards and mice.
February 7, 2020 Sponsored
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February 6, 2020
6 Steps for Adopting a Growth Mindset
Our mindset shapes whether we can learn and change and grow. The good news is that anyone can adopt a growth mindset, think differently and become more open to innovation and growth.