Month: May 2025

BMSS, LLC, one of the largest accounting and advisory firms in the Southeast, recently invested in engagement letter and client document technology platform Knuula. The investment from BMSS came after successfully implementing Knuula over the past year and is aimed at helping the company grow, as well as showcasing its own commitment and faith in… Continue reading BMSS Invests in Knuula

Intuit announced that new features are coming to its QuickBooks products, primarily focused in the areas of Accounts Payable and Accounts Receivable, workflow efficiency, and Intuit Enterprise Suite, are on the way based on recent feedback from accountants. According to its latest announcement, below are some of the key updates the Intuit team has made… Continue reading Intuit Unveils New Features From Accountant Feedback

Are accountants really getting the most out of their technology decisions? I got into it with Accounting Today’s Chief Editor Dan Hood during a recent podcast. Always a great chat and an honor to be asked to share my thoughts; do give it a listen!

Despite how obvious the move was, it’s no less significant, as practice management platform maker Karbon is now officially integrated with small business accounting platform Xero. The most recent news comes two years after Karbon became a Xero Certified App partner in April 2023 and touts the following benefits now that the two platforms are… Continue reading Karbon and Xero Officially Integrate

I am once again honored and excited to be involved with Tri-Merit Group and HB Publishing to bring you the second iteration of the Accountants Annual Professional Satisfaction Survey. We learned a lot last year from this anonymous but impactful survey of accounting professionals, who shared with us what work life was really like for… Continue reading What is Work Life Really Like for You?

I was honored to produce this white paper for Allinial Global entitled ‘Empowering Our Leaders to Innovate and Sustain Future-Fit Firms.’ It was based on an intensive think tank meeting of future accounting profession leaders, who got real about what it will take for firms, and the profession as a whole, to evolve and maintain… Continue reading How Future Leaders See Their Future

Practice management in tax and accounting has not been the easiest nut to crack, often fraught with issues and features accountants don’t necessarily use or can’t sync right with what they need. Some, however, have been able to grow in this space and even regain some trust in PM. Recent investments in platforms such as… Continue reading Is Practice Management Having a Moment?

It shouldn’t be lost on any accountants right now, with Tax Season largely in the rearview, that now is the time to consider what investments you will make in your practice, in your life, and in your work to see the returns you want. Now, to be clear, when we talk about “investment,” by its… Continue reading 3 Things for Accountants to Invest in