Accounting Technology Lab Podcast September 3, 2026
Randy and Brian talk with Sage's Nancy Sperry about how AI can help firms and finance pros reinvent their practices around advisory services.
September 7, 2026
September 4, 2026
September 4, 2026
September 3, 2026
June 11, 2021
Do you see the increasing use of automation, artificial intelligence, and other new technology and wonder what it might mean for your business? The fear of technology is a tale as old as time. Early technophobes thought the printing press would never ...
June 11, 2021
When customizing your own practice and service offerings, it’s imperative that you focus on services that are going to appeal to your clients. In this month's magazine, we discuss various ways in which you can add financial planning to ...
June 11, 2021
At different moments in our lives, are attention is drawn to different things. Maybe we are excited for spring to turn into summer. Or perhaps we are eager or anxious about graduating from college. Or as we get older, nervous about our upcoming ...
June 9, 2021
The technology tools available to assist in this area led me to prepare my first estate plan. When I ran my first personal financial planning models and estate plans in the Kettley Publishing and Back Room Technician, now Advisys solutions with over ...
June 9, 2021
To keep costs low and productivity high, businesses must be agile and innovative — particularly during times of systemic disruption, such as a global pandemic. As the COVID-19 crisis has forced accounting firms and departments to refocus their services...
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June 8, 2021
Adding and retaining new clients remains a top priority for most CPAs and accountants. Niche marketing remains the most effective strategy to do so. This has become even more apparent since the pandemic. Clients in every industry have been impacted and...
June 8, 2021
Professionals on the Move is a round-up of recent hirings and promotions in and around the professional accounting space.
June 7, 2021
Along with COVID-19, fast-tracking digital transformation may have been the theme of 2020, impacting all industries — and that doesn't look like it's going to change any time soon. In fact, global investment in digital transformation projects, which ...
June 7, 2021
Teams will be empowered to work together – in coordination with their leaders and clients – to plan where and how they work based on deliverables and responsibilities. In this flexible environment, the amount of time spent working at a BDO office, a ...
Accounting Technology Lab Podcast June 3, 2021
The Technology Lab Podcast – Aero Workflow – 6/4/2021 Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review the business management reporting system from Aero Workflow. Use the podcast player below to listen. link to the audio
June 3, 2021
For most tax and accounting firms, COVID-19 has been a significant catalyst for change. While some firms may not have thought about having remote employees before March 2020, many have adapted to having their employees work remotely from home.
June 3, 2021
Firms spend a significant amount of time and money creating a company culture that helps employees feel supported and drives results. In recent years, forward-thinking firms have focused on creating growth cultures rather than performance-based cultures.