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.
March 24, 2014
Should Accounting Firms Sell Health Insurance?
When it first became clear that tax preparers – including CPAs – would have to be the front line in implementation of the Affordable Care Act, I voiced a lot of concerns. I doubted it would be possible for accounting professionals to serve as both trusted advisors and health insurance sales people.
March 24, 2014
Professionals on the Move – March 24, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
March 23, 2014
Accounting Firm Celebrates 40th Anniversary
The accounting profession has seen revolutionary change since 1974. Yet, even as the professionals at WithumSmith+Brown, PC (WS+B), Certified Public Accountants and Consultants, are knee-deep in 1120s and 1040s for this year's tax season, they will carve out a little time to help celebrate the firm’s 40th anniversary on March 21.
March 18, 2014
New York Firm Named Best Accountancy by Hedgeweek for 4th Year
For the fourth straight year, the New York-based accountancy Anchin, Block & Anchin has again been named the Best North American Accounting Firm in the annual Hedgeweek awards.
March 18, 2014
Should Your Firm Make an App for Clients?
We live in a mobile world that is becoming increasingly so every day. Expectations are growing among mobile users that they should be able to do anything and communicate with anyone (including your firm) from the convenience of applications on their mobile devices.
March 18, 2014
E-book Helps Firms Improve Marketing & Customer Service
Is the marketing produced by your accounting firm truly so useful that people would pay for it if you asked them to do so? That’s the success standard outlined in the new e-book, Youtility for Accountants, co-authored by Darren Root, CPA and Jay Baer, and published by Portfolio/Penguin.
March 17, 2014
‘Jeans Day’ Helps Accounting Firm Give Back to Community
After the Japan earthquake three years ago, the Santa Monica, Calif., accounting firm Gumbiner Savett decided to help raise funds to support the victims of that disaster, as well as some of the firm’s affiliates and former staff in the country.
March 14, 2014
How Much Do You Sleep? Experts Say It’s Critical for Work-Life Balance
It’s 2014, and no one can say exactly what will take place in the course of the year. One thing we do know, however, is that society seems to be moving so fast that none of us has a handle on all the changes taking place.
March 13, 2014
CPA2Biz and IT Alliance To Unite for Fall 2014 Conferences
CPA2Biz and the Information Technology Alliance (ITA), an independent professional association comprised of most of the nation's top 30 accounting firms, premier technology consultants, and leading technology vendors serving the accounting profession, today announced they will jointly host events on December 7-10 at the Gaylord National in Washington, D.C. CPA2Biz is the technology subsidiary of…
March 13, 2014
175,000 Jobs Added in February
Economists liked the U.S. Labor Department's most recent report on the nation's job situation, cheered by news that payrolls expanded by 175,000 in February and unfazed by a slight rise in the unemployment rate to 6.7 percent, from 6.6 percent.
March 13, 2014
CES 2014: Technology Trends for CPAs
2014 started off awesome with my annual pilgrimage to the Consumer Electronics Show (CES) in Las Vegas where future trends and bleeding edge products are announced.
March 13, 2014
Rising Above … By Moving Your Firm to the Cloud
Spending more time with clients reveals more service opportunities– leading your firm to higher growth. Yet you might spend more time than you’d like just managing your growing firm, trying to understand what’s really working and struggling to adapt as the business changes. Join me on one firm’s journey to address these challenges– and to…