Reminder: Take Small Bites

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Perhaps it’s something your parents told you as a kid at mealtime, but the same idea applies for accountants that are thinking about making positive changes in their work. be it tech or otherwise. At this time of year when most accountants are at least remotely considering what improvements they can make to their professional… Continue reading Reminder: Take Small Bites

Aiwyn Buys QuickFee’s US Payments Biz

In case you missed it due to a bevy of news or just being head-down in tax season, practice management platform maker Aiwyn has bought the US payments business, aka PayNow and Connect, from QuickFee. According to their press release, QuickFee customers will continue to leverage their existing payment solutions while gaining access to Aiwyn’s… Continue reading Aiwyn Buys QuickFee’s US Payments Biz

Tabs Raises $55M in Series B

Tabs, an AI-native revenue platform purpose-built for modern finance teams, has announced a $55 million Series B round led by Lightspeed Venture Partners, with participation from General Catalyst, Primary Venture Partners, and WiL (World Innovation Lab). Tabs’ total funding to date is now more than $91 million. The company has built AI agents to automate… Continue reading Tabs Raises $55M in Series B

Practical AI for Accountants

I love case studies, especially when they are real, and it doesn’t get more real than doing one in front of a live audience. This was at Firm Growth Forum where I got to speak with representatives from Eisner Amper and Truewind about the decision to use the new platform and the results it bore.

4 Investments Accountants Should Make

In this video I did for Ace Cloud Hosting, I talked about my views on what accountants need to consider investing in right now. This isn’t financial; it’s more about their time, their tech, and themselves.

PayQuicker Launches Same-Day ACH

For nearly every small business client, and your own firm, getting paid in a timely manner is integral to success and is often tied to when bank transfers can happen. Global payouts orchestration platform maker PayQuicker has taken another step to alleviate that issue by offering same-day ACH transfers for payees based in the United… Continue reading PayQuicker Launches Same-Day ACH

Is the Billable Hour Nearing Its End?

Ignition

For years, the accounting profession has grappled with the idea and practice of charging clients in ways beyond “traditional” hourly. And if a recent survey is any indicator, the hourly bill may be breathing its last. According to the 2025 U.S. Accounting and Tax Benchmark Report released by Ignition, a recurring revenue and billing automation… Continue reading Is the Billable Hour Nearing Its End?

Podcast: AI Meets the Firm

On the latest episode of AI Meets the Firm, I emphasized the importance of authenticity in building trust with clients and unabashedly discussed the dual feelings of excitement and trepidation surrounding AI in accounting. Enjoy!