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.
June 20, 2018
Bucking the Deregulation Trend
One of the more significant election promises made by then-candidate Trump was his promise to reduce the regulatory burden on American businesses. With his “two regulations withdrawn for every one proposed” approach, he has been largely ...
Firm Management June 20, 2018
Getting Artists to Buy-In to Your Accounting Firm’s Services
Marketing your firm’s accounting services to an artist may feel like an up-hill challenge, but a challenge, non the less, that can be conquered. By helping artists perceive the connection between their art and financial planning to help them be ...
June 19, 2018
June 2018 Small Business Channel
Top Small Business Social Media: 5 TV Shows to Teach Kids About Business. AICPA Insights.https://bit.ly/2xBHIzp Business ID Theft is On the Rise? How to Help Your Clients. Firm of the Future.https://bit.ly/2L8NBps How Small Businesses Can Survive Sales Cycles. MarksNelson Blog.https://bit.ly/2kzjUmd Building a Network When Part of a Family Business. Harvard Business Review.https://bit.ly/2H3eVDe 4 Ways to...…
June 19, 2018
June 2018 Accounting & Audit Channel
Top Accounting & Audit Social Media: How to Innovate Like Google. Tom Hood, via LinkedIn.https://bit.ly/2kAoOiM The Newest Audit Technologies: Are Your On Board? Wolters Kluwer Blog.https://bit.ly/2sjXARN The Endless Possibilities of Blockchain. Bloomberg Accounting Blog.https://bit.ly/2JdoAMD 5 Cloud Advantages for Accountants and Bookkeepers. Firm of the Future Blog.https://bit.ly/2H2ThPx Needed Now: Female Financial Planners. AICPA Insights.https://bit.ly/2J1C7Ud Top...…
June 19, 2018
June 2018 Firm Management Channel
Top Firm Management Social Media: What U.S. Firms Need to Know About GDPR. Canopy Blog.https://bit.ly/2H2uMC1 5 Ways to Project Confidence in Front of an Audience. Harvard Business Review.https://bit.ly/2LCHlax Business Development Strategies for Accounting Firms. Wolters Kluwer Blog.https://bit.ly/2Jh4IIs 10 Ways Your Firm Can Find New Clients. Xero Accountant Guides.https://bit.ly/2xrrTer What is Quality Content? Thomson Reuters Blog.https://tmsnrt.rs/2J3WzDT...…
June 19, 2018
June 2018 Payroll Channel
Top Payroll Social Media: 3 Reasons Employees May be Disengaged. Maren Hogan, via LinkedIn.https://bit.ly/1P8iiqi Globetrotting Workers Complicate Payroll Taxes. Bloomberg Payroll Blog. https://bit.ly/2sokYNp How to Create a Successful Employee Referral Program. Patriot Software Blog. https://bit.ly/2J1GBtU The Pros and Cons of Unlimited PTO. Zenefits HR Blog.https://bit.ly/2kynWuW Why Giving Salary Ranges During Interviews is a Bad Idea....…
June 19, 2018
How Women Can Close the Confidence Gap to Get Ahead
A recent study from Pew Research found that, in 2017, women were paid 82 percent of what their male counterparts were. To make up this difference, women would need to work 47 extra days per year. And the gap is larger for women of color.
June 19, 2018
Increase Your Firm’s Profits: Add Sales Tax Compliance to Your Services
For years, accountants have heard that our profession is changing. With the advent of new technology, we no longer will be data entry specialists or spend excess billable hours working on tax returns; instead, we have to morph ourselves into trusted ...
June 19, 2018
4 Reasons Firms Should Offer HR Services
No competitive business can be successful without growth. In today’s rapidly changing economic landscape, companies are under pressure to expand market share, seek out new development opportunities, and most importantly, identify unique offerings that ...
June 19, 2018
Trends in CPE for Accountants: Hello Free and Online, Farewell to Fees
As a community of lifelong learners, accountants will benefit greatly from the current shift to online education, an innovation that saves students and presenters time and money. The accounting profession is not immune to such shifts in how people ...
June 19, 2018
A Quarterback and a Playbook: Your Firm’s Tools for Success
What are your firm’s two playbooks? Start by focusing on defining the goals of your current organization. Those goals probably include delivering outstanding client service by creating profit for your clients and yourself; the usual win/win.
June 19, 2018
2018 Review of Travel & Expense Management Systems
Employee travel and expense is ripe for abuse; accidental or intentional. Even when a business sets travel and expense policy, once an employee is on the road, it can be very easy to randomly make purchases without considering that same policy.