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.
Technology April 29, 2013
Lose Your Mobile Device? There’s an App to Get it Back
From the May 2013 issue. Accountants who have ever lost a computer, smartphone, or tablet know how frustrating it is to try to locate it, especially if the item was lost during business travel. There are a number of tracking applications which, if installed and activated, will let you locate where your device last connected...…
Accounting April 29, 2013
Proud to Be Part of the Profession
I’ve been immersed in our profession every since I was a kid. I practically grew up in my father’s public accounting firm in Bloomington, Indiana. On Saturday mornings, I would drive with Dad to his office. Being the 1960s, business was done much differently than it is today. Core ‘workflow’ tools consisted of pencils, paper,…
April 29, 2013
Counting on the Cloud: Why Migration is Not for the Birds
KPMG, the accounting giant, recently took the pulse of the market and learned that hearts apparently aren’t skipping a beat for cloud migration. The overriding emotion in The Cloud Takes Shape, the new KPMG survey, is ambivalence.
April 26, 2013
Consumer Demand Creates an Omni-Channel Buying Experience
How often do your clients tell you they aren’t very concerned about tax law and regulations? What they would rather know, in very simple terms, is their out-of-pocket tax liability, the accounting processes they have to change on their side, and how you, as the trusted advisor, can make all of this seamlessly happen.
April 24, 2013
The Hidden Wallet: 5 things owners buy with a secret stash of cash
Most business owners buy annual tax and assurance services from their accountant easily enough, but when it comes to investing in business advice, owners can be hesitant. Entrepreneurs reckon they know their business better than anyone and many take the attitude “if it ain’t broke, why fix it?”
April 22, 2013
Great Leaders Make Themselves Replaceable!
What would happen if you suddenly and unexpectedly could not work? What would happen to your firm? Would things run smoothly, or would it be utter chaos?
April 9, 2013
Portals, Email or Something Else – What’s Right for CPAs and Their Clients
Over the past 20 years we have had the pleasure of assisting many firms down the paperless path. In the last five to ten years, portals have become popular.
April 4, 2013
Facing Cyber Security Threats in the Cloud
Ever since we began talking about the cloud, there have been three areas of concern: security, availability and reliability.
April 3, 2013
Two Key Questions for Accounting Firms and CPAs
I recently attended the second annual Cloud Symposium along with 48 other industry thought leaders. CPA2Biz executives hosted the event at AICPA corporate offices in New York.
April 2, 2013
How Building a Firm of the Future is Paying Off for Baldwin CPAs
Alan Long may have been in practice for 35 years, but he’s so far removed from the stereotype of a stodgy old accountant that he has helped steer his firm towards technologies that have helped them more than double their client work volume in the past several years, as well as moving into new office…
April 2, 2013
What Small Businesses Want from their Accounting Professional
In January 2013, The Sleeter Group conducted some research of small and medium-sized business (SMB) owners across the US. The goal of the research was to learn about what SMBs want from their outside accounting firm.
Firm Management April 2, 2013
Mobile Scanning Options for Accounting and Tax Professionals
Many accountants need or want to capture documents outside of the office. Whether you have an audit team working in the field or you just need to capture an image of a W-2, there are many hardware and software tools which can be used to create PDF versions of paper documents.