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.
March 20, 2014
What the Domestic Worker Bill of Rights Means to Accountants
What began as a modest bill in the 2010 New York state legislature has swelled into a full-fledged movement.
March 18, 2014
Should Your Firm Make an App for Clients?
We live in a mobile world that is becoming increasingly so every day. Expectations are growing among mobile users that they should be able to do anything and communicate with anyone (including your firm) from the convenience of applications on their mobile devices.
March 14, 2014
How Much Do You Sleep? Experts Say It’s Critical for Work-Life Balance
It’s 2014, and no one can say exactly what will take place in the course of the year. One thing we do know, however, is that society seems to be moving so fast that none of us has a handle on all the changes taking place.
March 13, 2014
CES 2014: Technology Trends for CPAs
2014 started off awesome with my annual pilgrimage to the Consumer Electronics Show (CES) in Las Vegas where future trends and bleeding edge products are announced.
March 13, 2014
Intuit Unveils the New QuickBooks Online Accountant
Last year, Intuit created true harmony among its products and services, rolling out one look and feel that would make it easier for users to switch between products. The financial management solution provider has now extended that harmony to its QuickBooks Online Accountant solution. In February, Intuit debuted its enhanced QuickBooks Online for Accountants.
March 13, 2014
Rising Above … By Moving Your Firm to the Cloud
Spending more time with clients reveals more service opportunities– leading your firm to higher growth. Yet you might spend more time than you’d like just managing your growing firm, trying to understand what’s really working and struggling to adapt as the business changes. Join me on one firm’s journey to address these challenges– and to…
Firm Management March 13, 2014
Marketing Tips for the Self-Proclaimed “Not-so-Creative” Accountant
Accountants tend to fall in the analytical-left brain-thinker camp. This makes it difficult for some practitioners to make the transition to right brain creative thinking when the time comes to get a marketing program up and running.
March 13, 2014
Technology Tools for Saving Time
This year is a great year to watch for improvements in procedures and processes supported by maturing technology tools. We can look for revolutionary changes to make in our practices. However, evolutionary change can be taught and assimilated in day to day work.
March 13, 2014
Digital Plumbing Tools Help to Sync Data Across Cloud Apps
A new class of “digital plumbing” applications are helping many firms and small businesses solve another seemingly “impossible” task – automated synchronization and universal exchange of data between applications written by different software publishers.
March 13, 2014
2014 Review of Point of Sale Systems
So where does a retailer start when looking for a point of sale system? Just like there are a variety of retail businesses, there are also a lot of POS systems on the market, with some geared for smaller markets looking to automate for the first time, while others are designed for larger retail businesses…
March 13, 2014
The Key to Planning for Your Firm’s Success
"The 7 Habits of Highly Effective People," by Stephen R. Covey, is a book that has had a profound impact on both my personal and professional life. Of the seven habits that Covey presents in the book, the second habit, “Begin with the end in mind,” is my favorite. This habit is directly connected to…
March 13, 2014
How Denali Software Helped a Retailer Get a Solid Footing
Building a successful business is about more than just finding a market with a need, motivation and savvy, it also requires efficiently managing company’s finances, sales, expenses and other costs. For many small business owners, however, this can become a chore.