Technology April 29, 2026
Intuit Financial Intelligence Apps Now Available in Claude
Users will be able to access and use QuickBooks, Mailchimp, TurboTax, and Credit Karma apps directly within the Claude chat experience, Intuit said.
April 25, 2017
Inflation Weighing on American Households
As interest rates continue their steady climb from historic lows, Americans are starting to feel the impact on their finances. In fact, increased inflation outweighed historic stock market highs and increases in home equity, leading to a 1.6 point ...
April 24, 2017
April 2017 Small Biz Channel
Ebook Shows Easy Ways to Improve Cash Flow A new ebook helps accountants help their business clients understand and take advantage of opportunities to improve cash flow. The Definitive Guide to Improving Cash Flow, which was produced by Sageworks and is free to download, focuses on three major subjects and includes chapters that cover how...…
April 24, 2017
April 2017 Tax Channel
Sometimes, in dealing with clients, it is easy to slip into using tax lingo − terms that your tax professional colleagues are familiar with, but that may not be so recognizable to the average Joe or Jane. One of these terms is “basis,” and a little ...
April 24, 2017
Marketing to Restaurant Clients – It’s All about the Experience
With over $783 billion in annual sales in 2016, the restaurant industry might seem like a no-brainer as an accounting firm’s industry vertical. However, without the ability to speak the language they need to hear, you might be missing out and be ...
April 24, 2017
64% of Corporate CFOs Want the Top Job: CEO
When asked what unique attributes financial executives would bring to the CEO position, CFOs most commonly cited finance and data-driven decision making, fiscal management and efficiency improvement, and economic and business awareness.
April 24, 2017
Managing Risk from Front Line Increases Revenue and Profit
Almost ten years after the 2008 financial crisis, risk management is evolving, shifting away from a purely protective mindset. In the old paradigm, risk was managed traditionally by the “second line” of defense in an organization.
April 24, 2017
Creating Trust Through Change Management
Your firm is focused on improving your tax and/or audit process by leveraging Lean Six Sigma (LSS). LSS is a proven process improvement methodology used by many leading firms to improve their processes. Lean focuses on the speed of the process, Six ...
April 24, 2017
Apps We Love: Email Management
You’ve just spent your busy season juggling projects and are probably already thinking about how you could make your life easier going forward and in particular next spring. We’ve done some investigation and have requested input from members of the ...
April 24, 2017
Helping Your Restaurant Clients Navigate Accounting Software
Running a restaurant presents a unique set of accounting challenges for many managers and owners. Issues such as transient staff, high transaction volume and theft are key concerns for restaurant owners, and having a robust system in place to handle these situations can go a long way. From general purpose accounting software to restaurant-specific accounting...…
April 21, 2017
New Financial Close Analytics System Strengthens Management Oversight
The new module helps accounting organizations uncover bottlenecks in their month-end closes and identify trends to streamline and better manage the process. FloQast is a provider of close management software created by accountants for accountants.
April 20, 2017
Four Keys to A More Profitable Payroll Practice
Today, advances in payroll technology have automated most payroll tasks, giving accountants capabilities that match or even surpass what a major payroll service bureau can offer. Another major advantage for accountants is that they can access these ...
April 20, 2017
Financial and Operational Reporting Ease and Excellence
We use technology tools to solve client problems and our own problems. Whether these are generic tools like Microsoft Office, Citrix ShareFile, or Square, or specific tools like Wolters Kluwer CCH ProSystem fx, Intuit Lacerte or AccountantsWorld ...