Technology December 5, 2025
The new partnerships with Trullion, Audit Sight, Crunchafi, Fieldguide, Validis, and Valid8 Financial support automated, data-driven audits, Thomson Reuters says.
December 4, 2025
December 3, 2025
December 2, 2025
August 9, 2011
Have you ever met anyone who PRINTED OUT their Facebook wall to read the postings? When I was at the gym this morning, I was amazed, yet again. Most mornings you can find me there, and as a trained journalist, I know I have a habit of observing those around me.
August 9, 2011
Even with all the talk about the productivity-boosting effects of going to the cloud … and SaaS this, and web-based that, technology hardware remains an essential component of any modern business. Yet, while the obvious core components of desktops, laptops, monitors, printers and even phones may immediately come to many people’s minds when they hear…
August 9, 2011
Many people who use computers—whether it’s for their home or business — are moving toward a “paperless” office. Simply, they are tired and overwhelmed by scraps of paper, clunky old file folders, envelopes — and they want to reduce the clutter. Don’t believe me? Take a look at how many messages are stored in your...…
August 9, 2011
Do you ever feel confined and limited by your office walls? Do you find that a different environment can sometimes change your perspective? How many times have you found yourself wishing you could be in multiple places at once?
August 4, 2011
A Productivity in Practice Feature. A small business is most productive when its owners are doing what they love. Whether a mechanic, baker, landscaper, restaurateur, childcare provider or a merchant, small business owners usually like what they do.
August 2, 2011
I can’t help but preach the message that change is coming in our profession. That is my end goal in every professional thing I do. This type of confabulation may offend you or it may encourage you. But my goal is to take away your comfort as you lead your professional practice into the future.
August 2, 2011
A lot has been written about the need for accountants to rethink how they run their practices. In the July issue of CPA Practice Advisor, Executive Editor Darren Root wrote, “It’s time to challenge yourself and really think about providing and delivering services that clients want.” I would argue that the same holds true for...…
August 2, 2011
A standard consulting practice rule is that switching software is expensive. Disruptions to procedures occur, retraining is required, and without careful analysis you may force your organization into a product that has less capability or is more difficult to use. We expect clients to switch software as frequently as they switch physicians or religions. The...…
August 1, 2011
When we first started writing about web-based programs about 10 years ago, the focus frequently centered on how the concept could benefit modern practices. Key among the benefits was anywhere/anytime access to client and firm data and the enhanced security of data stored in online systems.
August 1, 2011
This year is shaping up to be a big year for innovation in the world of accounting services and client business processes. I’ve been researching several companies lately, and I’m learning how they view the market, how they build solutions, and what technology approach they believe will win the most customers today and into the...…
July 29, 2011
I recently returned from the Sage conference in Washington, D.C., where I spent a great deal of time with thought leaders Ron Baker and Ed Kless. Each of us led sessions focused on improving firm operations. Collectively, Ron, Ed and I helped firms think through the many aspects of running a successful business. For example,...…
July 27, 2011
As technology is increasingly woven into the fabric of business management and operations, it becomes more necessary to evaluate technology utilization and prepare for management an assessment of the threats and opportunities available.