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.
September 20, 2016
Thoughts from EDGE: It’s Time for Baby Boomers to Let Go of the Reins
The generation that we Baby Boomers raised to be inclusive, to not look the other way but to instead embrace differences, to help and support perceived weaknesses in others while recognizing and applauding strengths not as accomplishments that make us ...
September 19, 2016
The Difference Between Origin and Destination Sales Tax
As a seller, it is important to know whether you are located in an origin-sourced state or a destination-sourced state. Most states and Washington, D.C., are destination-based. The 11 origin-based states are:
September 19, 2016
When Are Deliveries Subject to Sales Tax?
Delivery charges don’t just pertain to food. They can be slapped on anything a business sends to a consumer, from a slim book of poetry to a multi-million dollar yacht.
September 19, 2016
The 2016 “40 Under 40”: Leading the Accounting Profession Into The Future
This year’s 40 Under 40 honorees are among the best and brightest talent in the accounting profession. They are all active in the professional community, as well as in their local communities, where many are small business owners and employers.
September 15, 2016
Time Off, ACA Regulations and Your Small Business Clients
As you prepare to meet with your clients this fall, take the time to consult with them regarding the ACA and how they can ensure compliance.
September 15, 2016
2016 Review of Income Tax Planning Systems
If taxes remained the same from year to year, there would be no need for tax planning. But as a professional, you know how valuable tax planning is; for your clients and for your bottom line. For your clients, effective tax management can often ...
September 13, 2016
Regulations, Executive Orders and Court Rulings: Part 2—What Employers Need to Know Now
Election years often bring a flurry of legislative and regulatory activity that could significantly impact employers. And, as we mentioned in the first part of this two-part series, this election cycle is no different, as Pres. Barack Obama prepares t...
September 12, 2016
2016 Review of Travel Expense Management Systems
If you’re ready to take a look at expense management software, take a few minutes to determine exactly what your firm or business needs help with – be it flights, hotels, client entertainment, meals, or rental cars. Having an organized way of ...
September 9, 2016
Death and Taxes and Expenses … 10 Key Tips
Expense reporting can be painful, complex or simple, but rarely would I hear anyone suggest that expenses are pleasurable. Even those of you who avoid expense reporting have others in your organization who wind up doing the paperwork and accounting ...
September 9, 2016
Change Management in Accounting Firms
In today’s fast-paced, ever-changing environment, we must be prepared to pivot quickly. Doing things the way we’ve always done them just doesn’t work anymore. Author Alan Deutschman popularized the business catchphrase, “Change or Die.” And it’s truer than ever – remaining stagnant is a recipe for extinction. But we all know, saying you’re open to...…
September 8, 2016
How to Move Women from 19% to 50% of Firm Partners
While the accounting workforce is comprised of more women than men, this number does not carry over when it comes to the amount of women in practice leadership positions.
September 7, 2016
Why Successful Accounting and Tax Firms Use Web Portals
Clients expect information be available when they need it, regardless of where they are and with no regard for your firm’s digital capabilities. To meet those demands and most importantly, to deliver or exchange documents in a secure manner ...