Advisory April 24, 2026
5 M&A Signals CPAs Should Be Watching for Their Clients in 2026
The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.
Accounting Technology Lab Podcast April 7, 2023
The Technology Lab Podcast – Review of Zoho Data Prep – April 2023
Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review Zoho DataPrep, an augmented self-service data preparation tool.
Payroll April 4, 2023
New York State Society of CPAs Launches “Smart Money Habits” Financial Literacy Initiative
The newly created initiative is meant to educate and empower the public regarding vital aspects of financial literacy.
Taxes March 31, 2023
New Tax Relief for Emergency Expenses
Beginning in 2024, employers may allow plan participants to use a special emergency savings account. This “sidecar account” is capped at $2,500.
Accounting March 31, 2023
86% of Accountants Expect Technology to Drive their Firms’ Growth in 2023
In 2023, accountants expect to spend an average of $15,800 on technology improvements and upgrades. Nearly half expect to invest in and adopt automation tools...
Accounting Technology Lab Podcast March 30, 2023
The Technology Lab Podcast – Review of FloQast – April 2023
Technologists Randy Johnston and Brian Tankersley, CPA, CITP, CGMA review FloQast, an accounting workflow automation solution, designed by accountants for accountants.
March 29, 2023 Sponsored
How to Know it’s the Right Time to Move Clients to QuickBooks Online Advanced
You want your clients to have a seamless experience you can manage and the client can use with ease, while also using the data to help the client grow their business.
Accounting March 28, 2023
Businesses are Investing for Growth Despite Tough Economic Climate
New research shows that businesses have more confidence in their own growth than in the health of the broader economy.
Accounting March 28, 2023
Fyle Adds Mastercard Integration for Real-Time Reporting
The real-time feeds eliminate the dependency on bank statements, offers greater insights for budgeting and planning, and allows teams to monitor for fraudulent transactions.
Taxes March 28, 2023
Top Reasons to Switch to Advisory Services and the Tools to Get You There
Many firms that offer advisory services see a positive impact on relationships with clients, financial growth, and more.
Accounting March 27, 2023
Four Reasons to Optimize AP Operations Now
AP is the top digitization priority in the back office for finance teams in 2023 because it addresses four of the biggest challenges they face.
Taxes March 27, 2023
How Client Conversations Can Turn Tax Season Into Opportunity Season
This offers ideal opportunities to strengthen client relationships and even potentially put better processes and procedures in place ahead of next year’s tax season.
Accounting Technology Lab Podcast March 23, 2023
The Technology Lab Podcast – Review of Acumatica – March 2023
Randy and Brian review Acumatica, an easy-to-use and customizable cloud ERP system that helps improve profitability, efficiency, and more.