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.
December 4, 2015
It’s Time To Smarten Up Your Conference Room
Although projector and screen setups are still quite prevalent in conference rooms across the country, we are seeing an increasing number of flat panel displays taking the place of this arrangement. Even though HD projectors are increasing in ...
December 3, 2015
New Clarity on Worker Classification
The new DOL guidance focused on six new factors, but two of them really stood out for domestic workers – economic dependence and permanence.
December 2, 2015
Talking Technology: 5 Ways to Keep Your Accounting Team Up to Date
There’s no shortage of challenges in the realm of accounting. But according to a recent Robert Half Management Resources survey, what really keeps accounting and finance professionals awake at night is staying current with changing technology.
December 1, 2015
Awesome Applications for 2016
For the 2016 awards, in addition to our traditional Awesome Applications, we’ve added a new category called the “Saavy Startup Award.” This category includes new products from younger, smaller companies that we believe will delight customers for many ...
November 19, 2015
2015 Most Powerful Women in Accounting
Each year, CPA Practice Advisor recognizes women professionals who have had the most impact on the profession, whether through day-to-day client service as a partner or senior member of an accounting practice, or by mentoring and guiding others.
November 17, 2015
Let’s Talk Turkey (And Sales Taxes)
Turkey and taxes. The U.S. has a long history of both. And in 2010, the two converged in Virginia as part of an annual Thanksgiving tradition where tribal and state leaders pay homage to a more than 330-year-old treaty: then-governor Bob McDonnell was ...
November 16, 2015
Year-End Payroll Checklist
What should you be doing in your payroll practice this month? Here's your Payroll Checklist for November.
November 15, 2015
Streamlining Tax Preparation: 2015 Review of Tax Document Automation Systems
When preparing client tax returns for any type of entity, accurate data is obviously a necessity, but finding ways to streamline it, and even improve accuracy, is the goal of tax document automation systems. While there are several such programs on the ma
November 13, 2015
A Simple Approach to Training
While you certainly have to take into account learning styles, I would like to share a simple training approach that I learned from my partner, Dustin Hostetler. It is a proven process that has been used successfully by our clients and in a variety of ...
November 6, 2015
Two Roads That Lead to a Firm of the Future
Intuit announces winner of its Firm of the Future Contest
November 12, 2015
Client Portals Increase Efficiency, Provide Greater Convenience
While portals have been around for a while, their features have evolved over time. No longer just a place to exchange documents, portals offers a variety of related tools including the ability to be notified when a client accesses a document in the portal
November 10, 2015
Hosting Options Offer Many Benefits for Accounting Firms – 2015 Review of Hosting Providers
A terrific idea for businesses for a lot of reasons, application hosting allowed users to have online access to desktop versions of their software from any location – a win-win in the business world, where more and more employees are working from ...