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.
Firm Management March 13, 2014
Marketing Tips for the Self-Proclaimed “Not-so-Creative” Accountant
Accountants tend to fall in the analytical-left brain-thinker camp. This makes it difficult for some practitioners to make the transition to right brain creative thinking when the time comes to get a marketing program up and running.
March 13, 2014
Technology Tools for Saving Time
This year is a great year to watch for improvements in procedures and processes supported by maturing technology tools. We can look for revolutionary changes to make in our practices. However, evolutionary change can be taught and assimilated in day to day work.
March 13, 2014
Digital Plumbing Tools Help to Sync Data Across Cloud Apps
A new class of “digital plumbing” applications are helping many firms and small businesses solve another seemingly “impossible” task – automated synchronization and universal exchange of data between applications written by different software publishers.
March 13, 2014
The Key to Planning for Your Firm’s Success
"The 7 Habits of Highly Effective People," by Stephen R. Covey, is a book that has had a profound impact on both my personal and professional life. Of the seven habits that Covey presents in the book, the second habit, “Begin with the end in mind,” is my favorite. This habit is directly connected to…
March 11, 2014
Accounting and IT Professionals Join Forces to Fight Data Theft
Executives worried about data security are driving a spike in demand for skilled number crunchers who are well-versed in technology, according to a Chattanooga, Tenn.-based firm.
March 11, 2014
The End of Windows XP – What it Means for Your Firm
On April 8, 2014, Microsoft Corporation will finally end technical and security support for the Windows XP operating system, its 12-year-old, second-most-ever popular operating system. That may not seem like a big deal, except for the following factors...
March 11, 2014
Two at Ernst & Young Recognized as Rising Stars
Anthony Carmello and Anthony Swanson named winners in Leadership and Strategy Consulting categories, respectively.
March 11, 2014
Which Social Media Options Are Right for Accounting Firms?
When I educate CPAs and accountants on social media marketing, I get two questions more often than any others. First, which application they should be on, and second, how they operate or participate in social media to get results.
March 10, 2014
How To Produce Positive Change Through Appreciative Inquiry
Most firms are in the process of reflecting on their progress during this time of year. Often, that reflection leads to negative feelings of what did not happen, goals that were not met, numbers that were not obtained and people who left. A more effective process is one called Appreciative Inquiry.
March 7, 2014
Five Revenue-Boosting Tips for Accountants During Tax Season
As an accountant, one might think managing a business and growing revenue would come naturally. But taking the time to focus on marketing, sales and business development objectives is one of the hardest aspects of building a company. That’s why we wanted to share some proven ideas to help save you time, money and grow…
March 7, 2014
How Business Valuation Services Can Benefit Accounting Firms
The practice of conducting a business valuation is a mix between art and science. There are standards that guide the professional appraiser, such as the Statement on Standards for Valuation Services (SSVS) published by the AICPA and the Uniform Standards of Professional Appraisal Practice published by the American Society of Appraisers. However, there is also…
March 7, 2014
Professionals on the Move – March 7, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.