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 11, 2014
Which Social Media Options Are Right for Accounting Firms?
When I educate CPAs and accountants on social media marketing, I get two questions more often than any others. First, which application they should be on, and second, how they operate or participate in social media to get results.
February 25, 2014
Easy Marketing Tips for Firms During Tax Season
Quick ways to boost your marketing efforts even during the chaos of busy season
February 17, 2014
It’s An App World: Intuit Launches Intuit Apps.com
New Intuit Website Designed to Help Small Businesses Get the Most Out of QuickBooks
February 10, 2014
2014 Review of Virtual CFO Platforms (aka, Cloud Write-Up)
The transition away from traditional, after-the-fact client write-up systems and to collaborative, real-time financial reporting systems has taken many years, but we are starting to see the outline of the systems of the future. Cloud-based software will be used to help practitioners and clients work together on a business, and will yield results which are…
February 7, 2014
Hosting Alternatives for Accounting Firms & Clients
Cloud technologies equal convenience for you and your team. You can run cloud technologies from public cloud providers or choose to build private cloud access yourself.
February 7, 2014
6 Criteria for Cloud Evaluation
Cloud computing continues to be the topic of much discussion and debate as firms map out their future technology roadmaps. Much that’s written is about the benefits and challenges of the cloud as a whole.
February 7, 2014
Accounting Firms Keep Morale and Productivity High During Busy Season
Just like at the Kentucky Derby, the gates have sprung open and accountants are in the sprint for busy season. Alas, our busy time lasts much longer than two minutes. We've got a quarter of a year to wear ourselves out before we hit the finish line.
February 7, 2014
2014: The Year of Your Firm’s Website
Each year, the Association for Accounting Marketing holds an awards ceremony at its annual conference, honoring outstanding achievements in the areas of accounting marketing and communications.
February 7, 2014
2014 Readers Choice Awards
The role that technology plays in our everyday lives has increased dramatically over the last decade, and this publication and our Readers Choice Awards have chronicled many of these changes.
January 28, 2014
Intuit Unveils the New QBOA
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. In...…
January 20, 2014
Growing Your Firm: The Value of Building a Connected Brand
A decade ago, having a strong brand was all about unity. As long as your firm’s visual identity and communications were cohesive your brand was considered effective.
January 17, 2014
Why Business Credit Cards Can Turn Company Accounting Into a Nightmare
With one-man firms comprising roughly 40% of the accounting services industry, according to IBISWorld, and around one-third of all CPAs admitting to a bit of moonlighting in a 2008 Bay Street Group survey, it’s clear that a large segment of the industry has more than just its clients’ small business needs to deal with.