Month: January 2025

I am incredibly honored to have the foreword, a full chapter, in a new book about how tax and accounting professionals can play an integral role in client wealth management. In Rory Henry, CFP®, BFA™’s new book Holistic Guide to Wealth Management: The Science Behind Integrating Services with The Human Side of Behavioral Financial Advice(CPA Trendlines… Continue reading The Convergence of Tax and Wealth Management

Once in a while we have a pretty exciting week in the vendor/service provider world. At such times, I’m happy to provide a roundup of announcements and relevant news. SmartVault Integrates with Intuit ProConnect SmartVault, a provider of a cloud-based document management system (DMS) and client portal for accounting professionals, has expanded its strategic partnership… Continue reading This Week in Product News

Data security doesn’t only depend on the platform but your processes as well, so what is your plan this year to help prioritize cybersecurity? If we’ve learned anything from data breaches and flat-out attacks, no platform that exists today is 100 percent secure; there’s only what’s comparatively safer. We’re in a connected world, and thinking… Continue reading What’s Your Cybersecurity Plan This Year?

Here we are, beginning the 2nd quarter of the century, with a new administration in place in Washington and tons of questions about what the tax and business landscape will look like. What hasn’t changed is Tax Season is here and you need to have your mind right, regardless. I know, it is the same… Continue reading Tax Season Pep Talk

On a recent episode of the Big 4 Transparency Podcast, Dominic Piscopo, CPA, and I discussed how technology changes have impacted other professions over the years, how we think accounting is likely to adapt to evolutions in AI, and the power of good writing.

As we ring in the New Year, it is my wish, my hope, that accounting professionals take a good look at the myriad live event opportunities available and attend at least One this year. I have long advocated for in-person interactions among accounting professionals, as I’ve rarely seen a more impactful way to learn, share,… Continue reading Going Live in ’25

You can’t turn a new year, or new quarter of a century for that matter, without prognostication. So here’s what I see to keep an eye on this year in accounting. Just a sidenote before we jump in. The fact is, we all like lists; at least I’ve found accountants do. And something about odd… Continue reading 3 Trends in Accounting to Watch This Year

Anyone who knows me knows I have opinions on accounting. It’s kind of my thing. So, you know I have serious thoughts on the closure and last-minute “savior” of Bench. I first wrote about them back in 2012 or so in the context of new breed, tech-driven accounting “firms” competing with traditional ones (inDinero, Pilot,… Continue reading Views on Bench From My Seat

In a new series from Ace Cloud Hosting, they asked numerous people in the industry who inspires them most in accounting and why. I, of course, gave my candid views in this section of the series, along with Angela Meharg, founder of Datisfy Inc.