Firm Management June 11, 2026
How a Small CPA Firm Cut Client Onboarding Time in Half and Built a More Scalable Advisory Practice
One of the most immediate benefits appeared during client onboarding.
Accounting Technology Lab Podcast July 18, 2025
Scaling New Heights Overview, Part 1 – The Accounting Technology Lab Podcast – July 2025
Brian and Randy discuss the 2025 Scaling New Heights conference, one of the largest educational and networking events for accounting and tax professionals. Watch the video, listen to the audio, or read the transcript.
Small Business July 17, 2025
37% of Finance Leaders Have Already Paused Some Capital Spending, But Still Focused on AI
Further, 67% of finance leaders are either currently cutting costs with more expected, have completed cuts or are planning to cut in the second half of the year.
Technology July 16, 2025
Sage Intacct Joins AWS Marketplace’s New AI Category
Customers can now use AWS Marketplace to easily discover, buy, and deploy AI agentic solutions, including Sage’s AI-powered financial management solution for SMBs.
Financial Reporting July 16, 2025
Xero Partners with Plaid for Bank Feed Access
The new Plaid bank feed options for U.S. customers will start to become available from late 2025, with a phased rollout designed to ensure a smooth and well-managed experience.
Small Business July 16, 2025
73% of Companies Increased Automation Spend in 2025, Nearly 40% Report at Least 25% Cost Reduction
But a majority of 61.3% admit their automation tools are underutilized due to fragmented strategies, siloed implementation and the need for a trusted orchestration partner.
Small Business July 16, 2025
Sage and Stripe Help Small Businesses Get Paid Faster with Tap to Pay
With Tap to Pay, payment is automatically applied to the invoice and reconciled in the customer’s accounts, removing the need for manual input, hardware like card readers and chasing for invoices.
Technology July 16, 2025
Deloitte Expands GenAI, Agentic AI Capabilities for Its Auditors
Deloitte has rolled out a series of new artificial intelligence capabilities within its global cloud-based audit and assurance platform, Omnia, designed to evolve the audit process.
Firm Management July 16, 2025
Experiences 2025 – Strategic Tech Stack
Revisit your strategy and tactics. Now is not the time to look for SALY (Same as Last Year). Consider innovations that will benefit your team, your clients, and your partners.
CAS July 15, 2025
Why Now is the Right Time to Modernize Client Accounting Services
The tools are ready, the market is demanding, and the opportunities are vast. The question is no longer if your firm's client accounting services should adopt AI, but when—and the answer is NOW.
Small Business July 15, 2025
Why SMBs Are in Danger of Losing the Risk Management Battle
Despite resource constraints, small and medium-sized businesses can take practical steps to improve their risk posture without breaking the bank.
Accounting August 14, 2025 Sponsored
Archived Webcast: Smarter Audits, Less Chaos: Building Future‑Ready Audit Workflows with AI and Integration
When your teams are caught in a grind of manual tasks, fragmented tools, and version-control headaches, chaos often ensues. But there’s a smarter way.
Accounting July 31, 2025 Sponsored
Archived Webcast: Best Practices for a Successful Migration to a New Payroll Platform
Is your firm grappling with outdated payroll software but nervous about switching software platforms? Attend this for a detailed exploration of best practices for a smooth and successful payroll software conversion that could be your most profitable move yet.