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.
October 31, 2013
Building a Company is Like Raising Kids
Bill.com is the second company that I have started and it is the fourth startup where I have been part of the founding team. And as I think about all the challenges in growing a company from nothing to something, I am struck by how similar being a parent is to growing a company. From…
October 31, 2013
Lose Some Weight — Carry Less Technology!
Many of us spend the majority of our time in the office with a few meetings around town. Others are road warriors that spend much of their life on the road and in hotels.
October 30, 2013
Time & Billing Systems: Essential Even for Value Model Firms
2013 Review of Time and Billing Programs
October 30, 2013
W-2 and 1099 Systems Help Accountants and Businesses Stay Compliant
2013 Overview of W-2/1099 Preparation Software
October 29, 2013
How to Proactively Manage Change in Your Accounting Firm
From cloud computing and mobile to the next generation of leader/employee, change is all around us. How firms manage this change is a major determinant of future success.
October 28, 2013
Capturing Clients on LinkedIn? Yes…You…Can!
From the Nov. 2013 issue. The ongoing confusion within the profession about how social media effectively supports marketing and sales efforts is valid. While there is ample high-level educational content on the topic of social media, there are few strategies that are proven and tested. And even for those programs that do exist, it’s likely...…
October 20, 2013
How to Maximize Financial Analysis and Reporting
Businesses often want to see how their company’s financial performance stacks up against the competition, but it’s difficult for accountants to find quality data on comparable, private companies.
October 7, 2013
4 Tips to Improve Firm Workflow Processes
Process improvement has been a stated goal in most firms for some time now. Looking for ways to do more with less became even more important during the economic downturn. And the concepts of Lean Six Sigma that started in manufacturing are now making their way into professional services firms, including accounting.
October 7, 2013
Will New Healthcare Laws Hurt the CPA-Client Relationship?
As this column goes to print, provisions of the Patient Protection and Affordable Care Act (also known as the “ACA,” or ObamaCare) will change accountants and tax preparers from “trusted advisors” to a more derogatory status:
October 2, 2013
Payroll Systems Becoming More Mobile, with More Employee Self-Service Options
As we began 2013, taxpayers were shrouded in a cloud of uncertainty concerning taxes. That seemed to quickly be resolved for this year and into 2014, but we are now faced with a number of new tax and payroll issues.
October 1, 2013
How Accountants and Tax Pros Can Manage Business Risk
Summer may seem like a time where accountants can take a breath. They’re just past the April tax rush and still a ways ahead of end-of-year planning. But that timing makes August and September the optimum time to work on managing your practice – an essential part of which is managing business risk.
September 30, 2013
Payroll – To Be or Not To Be
Both accounting firms and industry accountants ask me regularly about opportunities for their firms. One area that has been avoided by industry and public practice CPAs alike is payroll. We’d prefer to transfer the work, liability, risk, schedule commitment and governmental reporting to someone else.