Month: October 2023

My chat with SmartVault Chief Information Security Officer, Luke Kiely reveals all accounting professionals need to know about a ransomware attack and how to mitigate the risks of it happening to your firm.

Image: Snowing

Regardless of the tools and services your firm utilizes to keep data secure, if you do not have proper security plans and protocols in place, you are putting that data at further risk. In this webinar, I got to interview a small firm owner and cybersecurity expert at SmartVault about devising and properly sharing such… Continue reading Communicating a Cybersecurity Plan to Clients and Staff

Accountants with construction industry clients, you know you are doing more for this business sector than perhaps you have historically. As such, you need tools that are going to increase your value as a business advisor and all-around partner in all things back office and growth, particularly when it comes to human capital management (HCM).… Continue reading Accountants’ Construction Clients’ New HCM Friend

AI is entering accounting in numerous ways, so it should be no surprise that another company has thrown its hat in the ring to automate the bookkeeping and related processes for accounting firms. After closing on a $3.6 million seed round, Basis, which touts itself as an AI platform for accounting firms, is officially coming… Continue reading Meet the New AI Bookkeeper on the Block

Security concerns remain at a high level as firms don’t always make the best decisions when it comes to locking down the data that resides in software like QuickBooks Desktop and other, on-premises applications.

This week FreshBooks took yet another step in its evolution from being a cloud-based invoicing solution for “gig” workers, to being more strongly considered a true accounting solution, one that accountants themselves could use to collaborate with clients as their business needs evolved. The official release of Collaborative Accounting came this week, and was developed… Continue reading Will the FreshBooks Collaborative Move Pay Off?

Did you miss our chat on using better terms to market “advisory” services with Gary DeHart and Kellie Parks, CPB last week on Insightful Accountant’s Future Forward event? No problem, here it is in all of its glory!