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.
Accounting October 6, 2026
73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.
October 16, 2026
October 16, 2026
October 16, 2026
January 14, 2014
What should you be doing in your state and local tax practice this month? Here's your SALT checklist for January.
January 12, 2014
Data is king. Keeping it stored safely and securely is critical. Whether you are operating in the cloud, from an office, or from your home you need to be thoughtful about your data. In my professional life, strategies for keeping data safe have been mandatory for over 40 years.
January 7, 2014
Business as usual, well, just is not usual anymore. With mobility at our fingertips, we are no longer tethered to a hardwired environment and the now-standard workplace stretches beyond an office or cubical. Let us not forget that you can forget working 9 to 5.
January 3, 2014
It is hard to imagine a more disastrous year for technology than 2014 will be. Sure, there will be a few little bright spots in terms of falling costs for hardware and storage. But three significant trends are converging that will make things difficult at best for the tech side of the accounting profession: Innovation will...…
January 2, 2014
The end of the year usually signals a time of change in the personal and professional lives of many people. As we prepare to bring in the upcoming New Year, many reflect on the ups and downs of the past year.
December 19, 2013
Change comes in waves that sometimes are less astounding when looking at them in the present, but can be dramatic when their cumulative effects are viewed after several years.
December 17, 2013
When a Software as a Service (SaaS) vendor becomes a major player in the market or the leading solution for a given problem, they attract an ecosystem.
December 17, 2013
It has been a while since this column has covered the importance of your web site and the use of web technologies. Let me be as clear as I can: you must have a clear web strategy, an elegant web site that runs in browsers, smartphones and tablets, has clear branding for your firm, integrates...…
December 10, 2013
Accounting Firm Success Hinges on Niche Approach
December 9, 2013
Winston Churchill once said “It is always wise to look ahead, but difficult to look further than we can see” which is applicable to many CPA firm partners that are so busy and focused on getting today’s work done that they seldom take the time to think about how they can improve their practices to…
December 4, 2013
With cloud services, it is easier than ever to meet client demands and to set yourself apart from competing firms. While many firms are understandably resistant to change, the cloud’s benefits far outweigh the risks.
December 2, 2013
For thousands of accountants and their clients, tax season just became a lot more harmonized. Users of Intuit Tax Online can expect major enhancements to the tax preparation solution for Tax Year 2013.