Month: April 2024

Every so often, I like to go back to older articles I wrote or interviews I did and ask my readership: What has changed? In accounting, it can take some time for ideas and processes to take hold. Here’s an interview I did several years back with CRM expert (in my view) Danny Estrada, who… Continue reading The Challenges of Implementing CRM at CPA Firms

There’s been little debate about the existence of a pipeline issue in accounting, but what’s been your view on the matter and, more importantly, what can be done about it? One way to gain these insights, of course, is through survey work. And while they are not always the most definitive indicator of the state… Continue reading Take the Accounting Pipeline Survey!

On yet another episode of Accounting Answers with Rob Brown, I was asked what, if anything, will significantly change accounting in the next few years? I was one of 5 voices in this episode, check it out!

As the digital economy continues to grow across the globe, so too is the need for automated compliance. This has, unsurprisingly, given rise, of course, to competition among sales tax compliance automation applications. The latest recipient of a financial boost in this space is Anrok, a global sales tax platform for software companies, which has… Continue reading Automated Sales Tax Compliance Competition Heats Up

As most accountants prepare to shake off the effects of yet another tax season, the question remains: what is going to get you and your firm to the next level? Perhaps you’re not thinking about what’s next for your business. Not so “should’ on you, but you kind of should. If you’re frustrated with aspects… Continue reading What is Raising the Bar for You?

As the books begin to close and the last returns get sent off to the IRS, it’s time to start getting excited for that magical time of year—Conference Season! This is a is a throwback interview from the now-defunct Friday Night Live With Accountants with Brad Celmainis and Andrew Wall. It hyped up AccountingWEB Live,… Continue reading Getting Excited for ‘Conference Season’

It’s hard not to be on social media as a professional these days, especially as we work away for clients, and as such, things can look pretty dark in accounting. I’m here to say that it’s not all that bad, and, moreover, there’s hope. Sure, opinions on social platforms only show part of the picture,… Continue reading It’s Not All Negative

While the software company may have its differences compared to other accounting and finance platforms, this headline is not. I posted this two years ago after attending the last Xerocon U.S. event, and in that time the question still remains: how do they really stand out? Moreover, as accountants gear up for “conference season,” attending… Continue reading Is Xero All That Different?

A pointed statement, I know, but the fact is that while technology permeates nearly every aspect of an accountant’s work, the relationship between the two parties could be vastly improved. In a recent interview with Accounting Influencers Roundtable co-founder Rob Brown, he asked me and numerous other noteworthy observers and downright influential souls in the… Continue reading Vendors Can Do Better to Serve Accountants