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.
April 21, 2014
Think Help, not Hype, when Marketing Your Firm
For the past several decades, the function of marketing has been focused on selling consumers about the benefits of a particular service or product. Most companies, accounting firms included, have tried to create “hype” about their wares using mass media to generate sales.
April 21, 2014
6 Tips for Managing Underperforming Staff
You may have heard it before, or you may have actually uttered these words, “Why did we wait so long to let an underperforming employee go?" In some firms today it may actually be called the underperforming epidemic or the underperformer drag, but no matter what words you are using to describe the problem, the…
April 21, 2014
Thank You for an Amazing Journey
Five years ago I embarked on an extraordinary journey by joining the editorial team of this magazine, known then as CPA Technology Advisor. Today, I share with you my final column as its executive editor.
April 21, 2014
What SMBs Want from Their Accountant – Have You Asked?
We’re in the middle of a fundamental shift – from client-centric accounting, where clients do their own bookkeeping and then send the records (often full of errors) to the tax preparer once a year – to an accountant-centric model, where accountants use cloud-based tools to provide accounting services as well as higher level consulting services.…
Firm Management April 21, 2014
A Journey of Understanding – How One Firm is Reaping the Benefits of Marketing
The owners of Mattingly Zsebe, PA weren’t any different from most practitioners in terms of how they viewed marketing. In essence, “Marketing sucked…it didn’t work…it was a waste of time.” These were the sentiments of the partners, Bill Mattingly, CPA, and Dylan Zsebe, CPA, before they started their journey of understanding just a year ago.
April 21, 2014
Accountants at Work (and Play) Post-April 15
What is at the top of your accounting firm's agenda when the sun rises on April 16? Is it all crash and burn? Do you have a pile of unanswered messages and unread articles to plow through?
April 21, 2014
The Costs of Distracted Driving
How often do you talk on the phone, look at email messages, check the news or weather, read or composts text messages while you're driving? We take pride in our ability to multi-task, but at what cost? Centuries of accountants managed to drive from point A to point B without phones in their hands. Today,…
April 21, 2014
2014 Review of Professional Tax Preparation Systems
Tax preparation remains a major source of revenue for many accounting firms. Although seasonal income for many, a lot of consideration should still be given for the most appropriate tax software solution. Each firm has a different number of employees, client focus and a host of other differences to consider. Thankfully there are plenty of…
April 18, 2014
Accounting Firms Encourage Employees to Pay Attention on the Road
Accounting firms implement policies for cell phone use while driving.
April 16, 2014
Apps.com Extends Its Global Reach
Late last year, Intuit unveiled its app depot designed to make it easier for small business owners to manage their business. Since its debut, it has seen huge growth in the number of developers creating apps, with new apps being added regularly. In addition, the number of QuickBooks subscribers outside the U.S. has nearly doubled…
April 16, 2014
All In a Night’s Sleep: How Accountants Cope with Sleep and Busy Season
Accounting offices across the country have started transitioning to offices that allow staff to work anywhere, anytime. This has led to many professionals “burning the midnight oil” to get more done at a time when everything else slows down.
April 15, 2014
Accounting Firm’s Investment in Staff Pays Off
When it comes to investing in employees, CohnReznick LLP knows a thing or two. The accounting, tax and advisory firm was recently named one of the Best Places to Work for Career Development by Crain’s Chicago Business. CohnReznick’s Chicago office was ranked third among the honorees in the career development category.