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.
August 22, 2016
Ransomware: Is Your Accounting Firm At Risk?
Ransomware is a type of malicious software that encrypts files, blocks access to computer systems then requires an anonymous payment, and has the ability to make a dramatic and devastating impact on your business. A recent report released by the FBI ...
August 19, 2016
The Ultimate “Best Practice” for Accounting Firms
The summer and fall months officially kick off conference season. Where you send out your best and brightest to learn and explore from their peers and “bring back great ideas”. And many conferences do their part to help facilitate the sharing of great ...
August 19, 2016
Growth? Innovation? Productivity? Too Much or Too Little?
Observing the new normal of slow business growth raises the question: what’s the next big thing? Likewise, it is reasonable to ask if we are doing the right thing. In other sections of this month’s publication there is coverage on both document ...
August 19, 2016
KPMG and Vertex Partner for Indirect Tax Compliance
The alliance combines KPMG’s tax services and global indirect tax experience with Vertex tax technology to help companies more effectively address their indirect tax reporting and operations, including global tax compliance requirements.
August 19, 2016
Businesses Must Change to Address Technology and Workforce
Companies are overhauling their organizational structure and shifting away from hierarchical, functional business models toward cross-functional “networks of teams,” in an effort to become more agile, collaborative and customer-focused.
August 19, 2016
4 Common Change Management Failures Managers Need to Avoid
In today’s business environment, public accounting firms must be prepared to pivot with speed and agility at a moment’s notice. Changing standards and regulations, emerging technologies, and business risks are just a few of the dynamics managers must ...
August 18, 2016
Private Companies, Financial Technology and a Winning Opportunity for CPAs
We live in an era of rapid innovation in financial technology that is transforming how banks, private equity firms and other investors evaluate business opportunities and quantify risk. Yet the prevailing methods for exchanging private company ...
August 18, 2016
ScanWriter Automates Data Entry for QuickBooks Users
ScanWriter works with both QuickBooks Desktop and QuickBooks Online, the product can be used with any TWAIN compatible scanner, or customers can purchase a compatible scanner directly from Personable if desired.
August 18, 2016
How ScanWriter Helped An Accountant Achieve Maximum Efficiency
After having used ScanWriter for more than four years, Luis says the system saves him time that would be wasted on data entry, which lets him take on more clients, which means more revenue. In fact, ScanWriter can enter more than 100 transactions in ...
August 18, 2016
3 Ways Accounting Firms Can Reach Millennials
If you’re part of an accounting firm, there is no denying the importance of reaching this age group. By 2020, 46% of all U.S. workers will be millennialsi. By 2025, that number could rise to 75%ii. While the business world is making strides to attract ...
August 18, 2016
2016 Review of Document Management and Storage Systems
How many hours have you spent searching for document that is nowhere to be found? According to the Wall Street Journal, the average executive wastes six weeks every year searching for documents that are lost or misplaced. It’s been estimated that one ...
August 18, 2016
2016 Review of Drake Documents
Drake Documents is a basic document management system which is included in Drake Software Tax applications. The product is available as a desktop installation, or as a hosted desktop, which provides easy anywhere access. Drake Documents completely ...