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.
November 21, 2011
Three Ways to Cut Financial Stress
Are your finances keeping you up at night? Here are a few tips and tricks to break free and relax. 1. Ease off the budgeting The Logic: Money (or its lack) is the nation’s most common source of stress, reports the American Psychological Association. Making a detailed budget — a widely advised fix — only...…
November 18, 2011
Chunkification, Zero Entry and Lego Mastery
While we all cherish the most trusted advisor status that accountants have earned, this status must be continually re-earned with clients. Ask yourself whether your clients want you to serve them or lead them to better success. I believe your clients desperately want you to lead them — and if you don’t, they may turn...…
November 17, 2011
The ‘Certifiable’ Public Accountant
8399 Jason Blumer knows that some people think he’s a little different than the typical accountant, or at least the stereotype of an almost middle-aged one. Those “some people” include the tax manager at his practice, his staff and some of his clients… even his wife. Maybe it’s the crazy eye glasses. Perhaps the jeans...…
November 16, 2011
The Evolution of Write-Up Continues
Alongside professional tax preparation, write-up has long been a cornerstone client service for many full-service accounting firms, providing monthly, quarterly and annual engagements that equate to a fiscal checkup for client businesses. The core elements of account reconciliation, fixing improperly posted transactions and preparation of financial statements are critical to these entities truly knowing their…
November 16, 2011
What’s your Horsepower?
It’s interesting that that hottest electric car on the market, the Tesla Roadster, touts its 288 horsepower engine. It is an oxymoron in some respects when you think of the imagery. The thing is that you don’t think of 288 horses. Rather, you think of speed. So why is this unit of measurement from 1702...…
November 16, 2011
Ten Steps to Tax Document Automation
When I was approached by the editorial staff at CPAPA to write an article on tax document automation, I immediately accepted the assignment. It wasn’t until I began to write this that I realized all of the different opportunities that exist for today’s tax practitioner to automate their tax documents. To help organize the discussion,...…
November 15, 2011
Five Tips on How to Start a Consulting Business
Starting a consulting business is much harder than it looks. More and more professionals are starting consulting companies, which could be partially attributed to the rise of social media. In fact, 44% of working Americans consider themselves “free agents,” according to a Kelly Services survey. Whether you’re the sole consultant, or you have the ambition...…
November 14, 2011
How to Make Payroll Insanely Profitable for Your Practice
Date: Thursday, November 17, 2011 - 2pm EST Earn 1 hour FREE CPE
November 14, 2011
Crest Payroll Adds Several Features to Fully Automated System for Accounting Professionals
Easy, yet powerful professional program automates payroll runs, compliance reporting and payments.
November 10, 2011
The Face of Leadership: Foreseeing & Managing Change
Change isn’t always easy, but it happens regardless of our intent. We grow older. Families diverge and branch off as children leave the nest to build their own lives. Economies ebb and flow. Consumer tastes fluctuate, causing some businesses to become obsolete while creating room for new ones. And, of course, changes in technology seem…
November 8, 2011
Before the Holiday Rush, Tie Up Loose Ends from 2011
What happened to fall? I’m one of those shivering Northeast residents – hit by a Halloween weekend snow storm and power outages – who is asking that question while breaking out shovels, rock salt and heavy boots that I thought had another month of storage. Just as the seasons are racing by, so are 2011’s...…
November 4, 2011
Her Head in the Cloud
How a Tech-Savvy Accountant Waited for Technology to Catch Up to Her Vision. Some of the greatest ideas are imagined years before they can be accomplished. In 2002, a young professional accountant had the idea of providing virtual accounting services to clients.