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.
July 29, 2013
Five Core Principles to Work By…
As many of you know, I co-authored a book a few years ago with acclaimed author Michael Gerber titled The E-Myth Accountant – Why Most Accounting Practices Don’t Work and What to Do About It. This proved to be a great experience for me.
July 29, 2013
Streamlining Sales and Use Tax: Solutions Are Out There
Sales and use tax is one of the three primary areas which legislators use to fund state and local government (the other two major areas are income taxes and property taxes). The concept is relatively simple: if you buy something tangible, you pay a fixed percentage to the local government as a tax.
July 18, 2013
Tapping into a Raging Payroll Revenue Stream
How one CPA turned the ‘headache’ of payroll into a highly profitable service by building the right model
July 16, 2013
Document Storage: It’s All About Efficiency
Document Storage Solutions are one of several types of applications which accounting professionals may use in a firm to store, organize, search, and retrieve their digital documents.
July 8, 2013
How small businesses benefit from cloud accounting systems
From the July 2013 issue. In its 2013 SMB Cloud Insights Market Outlook report, hosting services provider Parallels estimates the worldwide market for cloud services aimed at small and medium-sized businesses (SMBs) has reached $45 billion – up 30 percent relative to the prior year. Parallels further projects the SMB cloud services market will hit...…
June 28, 2013
Innovate or Perish: 2013 Innovation Awards Go Mobile and SaaS
Desktop Software Nowhere to be Seen at 2013 Innovation Awards
June 28, 2013
Embrace Consumerization!
Oh the glory days of IT – the calculator, the brick mobile phone, the fax machine! Remember back when new technologies got their start in business markets?
June 28, 2013
Strategic Partner Retreats … It All Starts with a Vision
We just completed the first Strategic Partner Retreat as I write this. This was the first in our series of three, and was hosted in balmy Tampa, Florida. I’m happy to report that we presented to a room full of firm partners and several of their trusted administrators—al eager to learn how to elevate their…
June 28, 2013
Blowing in the Wind
Do you feel the winds of change blowing? Do you feel the impact of the cloud on your life? If not yet, you soon will. When I founded my first company PayCycle, I thought the web was all about anytime, anywhere access.
June 28, 2013
Document Management – Should You Think Again?
From the July 2013 Issue. Document management seems to be a recurring theme for my practice this year. It may be because there are so many improvements in products. It could be that document management can be resource intensive to implement and that it raises so many procedural and cultural issues. It could be that...…
June 28, 2013
Want Better Service from Technology Vendors? Work With Your Account Rep.
Over my 20 year career, I’ve spent an eternity in queues for tech support from a variety of companies. As I write this, I’ve been on hold for 80 minutes during business hours on a weekday to speak to a human about an issue. Dealing with hardware and software support is a hidden cost of…
June 28, 2013
The Accountant’s Second Most Important Financial Statement
Business owners don’t have a boss to give them feedback, so many use their annual Profit & Loss (P&L) statement as their performance evaluation.