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.
February 25, 2014
Photo Gallery from the 2014 Thought Leader Symposium
Thanks to all of the participants in this year's CPA Practice Advisor Thought Leader Symposium, as well as our sponsors: Thomson Reuters, CCH, Intuit and Avalara.
February 25, 2014
Accounting & Finance Pros Have High Confidence in Careers
While professionals in some other fields may still be wary about the economy, accounting and finance professionals still have high confidence in the security of their jobs, and increasing confidence they could find a new one, according to a new survey.
February 25, 2014
Conference To Focus On Trends for Financial Advisors
The second annual Junxure Advisor Conference will be held at the Las Vegas Four Seasons Hotel from Sept. 15-16, the company's co-founder and president has announced. Junxure provides CRM solutions for financial advisors.
February 25, 2014
Intacct Exec Named To List of Most Influential
The vice president of online accounting systems developer Intacct has been included on the CRN 2014 Channel Chiefs list and has been named as one of this year's 50 Most Influential.
February 25, 2014
Easy Marketing Tips for Firms During Tax Season
Quick ways to boost your marketing efforts even during the chaos of busy season
February 22, 2014
How to Enhance Client Relationships, Even During Busy Season
Accountants, especially during busy season, have significant demands on their time, so it's critical to understand how to balance a desire to develop deeper client relationships and work-related time constraints.
February 21, 2014
Professionals on the Move – February 21, 2014
A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.
February 19, 2014
Cloud Package Pricing Brings Confidence and More Sales to Accounting Firms
Accountants are finding numerous hidden benefits by offering package pricing for their cloud accounting services. Here are a few ideas on how accountants are pricing and packaging cloud services.
February 19, 2014
Accounting’s Disability Niche
The simple fact is this: disabled Americans represent a segment of the population with serious needs for tax and accounting services. Their needs are unique, and cannot be easily met with a cookie-cutter approach to these services. But for the firms that understand the value of a strong niche market, there is an opportunity for…
February 18, 2014
Accounting Thought Leaders Gather in Tampa
The most notable thought leaders in the accounting profession have gathered in Tampa, Florida, this week at this year’s CPA Practice Advisor Thought Leader Symposium. The annual event brings these professionals together with the leading technology developers serving practicing public accountants to discuss the evolution of technology, practice methods and firm management.
February 18, 2014
The Inverted Pyramid – A Challenge for Accounting Firms
There is no question that the most profitable firms (defined as high per partner income) in our profession have figured out that leverage and a well managed pyramid is one of the key ingredients.
February 18, 2014
Checkpoint Learning CPE Courses Available on iPad
Thomson Reuters has released the latest Checkpoint Learning CPE courses for Apple iPads. With the entire learning experience available on the iPad, from course browsing and purchasing, to course completion and submission, accounting and tax professionals can train while traveling, waiting in line, or whenever they have time and internet connectivity.