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.
June 28, 2013
2013 Review of CCH Sales Tax SaaS
CCH, a Wolters Kluwer Business —Sales Tax SaaS866.513.2677www.cchgroup.com From the July 2013 Review of Sales and Use Tax systems. Best Firm Fit: Businesses or firms that need a sales tax calculation solution integrated into their live systems and an automated returns preparation tool with the option to outsource their tax return compliance work to CCH....…
June 28, 2013
Small Business Innovators: How Doug and Sherrill Sleeter are Helping Shape the Profession
I recently sat down with friends Doug and Sherrill Sleeter, founders of The Sleeter Group. Doug and Sherrill have been married for 27 years and have worked together for nearly 20 of those years.
May 30, 2013
Conarc, Inc. — iChannel
4019 characters 770-849-0508 www.conarc.com This offering comes at the DMS application from a slightly different perspective than the other products reviewed here. Conarc, the developer of iChannel, has integrated a comprehensive CRM (client relationship management) system with DMS functionality. This approach is quite logical because in the typical business processes within an accounting and tax...…
May 29, 2013
Blackbaud Gives a Financial Edge for Non-Profit Accounting
Non-profit organizations come in all sizes, from international relief agencies to local sports leagues, but they also have a varying range of complexity when it comes to their accounting needs. For Hume Lake Christian Camps, these challenges are abundant.
May 27, 2013
Non-Profits Need More Than Traditional Small Business Accounting Software
2013 review of accounting systems for not-for-profit organizations.
May 27, 2013
Accessing Cloud Data: The Leaner, Meaner Racing Bike Approach
Current market research studies indicate more than 50 percent of small-to-medium sized accounting firms plan on using cloud-based applications over the next few years. For companies with more than 50 employees, that number rises to 90 percent.
May 27, 2013
Lean Six Sigma Lessons to Improve CPA Firms
Most of us have read about “lean” processes increasing efficiency while reducing waste, and six sigma setting the highest standards for quality production, but these terms have mostly been applied towards large scale manufacturing environments.
May 27, 2013
Five Steps to Effective Delegation
Delegation is an important tool to help free up time, allowing us to focus on the things we do best and that add the most value to the firm. Unfortunately, however, delegation is a tool that too infrequently makes it out of the toolbox.
May 27, 2013
Billing or Practice Management – What’s Needed for Your Firm?
There are a number of strategies being promoted as the latest, easiest and/or best way to run your practice. Current thinking includes value billing, recurring flat billing, niche strategies, international, and so on.
May 27, 2013
When Good Applications Go Bad
The fascinating thing about an economic downturn is that it often gives computer users a glimpse into the souls of the vendors they rely on for their software and information.
May 27, 2013
Conquering Tax Season from the Cloud
Forward-thinking firm harnesses the power of leading cloud-based tax solution to ease the pain of tax season…and beyond
May 27, 2013
Dentist Chairs and Tax Books: How Regular Tax Planning Saves an Ohio Dentist from a Painful Tax Bill
When it comes to your teeth, dentists will tell you regular checkups and the proper upfront care are key to preventing horrible toothaches and diseases later on. Turns out the same is true in accounting – a lesson that Jed Kesler, DDS wishes he had learned earlier.