Author: Seth

Who doesn’t love a good dashboard? With the rising interest among CPAs and accountants in general to provide more financial and wealth management advice to clients, you need the right tools for the job. This is where interVal, a provider of software for automated financial insights for SMB clients, is looking to live and grow.… Continue reading interVal Unveails New Business Health Dashboard

There’s long been a battle in the accounting tech world over “suite” vs. “best of breed,” none more pronounced than when decisions are being made to build the right tech stack for your firm. The news that cloud document management provider SmartVault is now integrated with practice management/client experience app maker Liscio, aims at the… Continue reading SmartVault-Liscio Integration Aims at Tech Stack Efficiency

While I am genuinely asking for the state of being of the accounting profession, I am also advocating that you all ask yourselves, as well as your colleagues, this question. Moreover, I don’t think it is asked enough, and if the profession is to progress, and invite more in, state of being needs to matter.… Continue reading Accountants, Are You OK?

It’s been widely publicized that the IRS may be finally catching up on its “balance due” and other notices to taxpayers and, as such, so goes the need for tax representation work. If this is indeed your path as a CPA or tax pro, then consider this new partnership between accounting exam prep and training… Continue reading Tax Rep Training Sprouts From New Partnership

In just two weeks, the second iteration of Tri-Merit Group’s Bridging the Gap conference will commence. So, why is it so important to be a part of it, or at least know what this, above all other live events, is trying to accomplish? Now I know that right about now some of you are probably… Continue reading Why Attend Bridging the Gap?

The narrative around the accounting profession may seem bleak, given its highly publicized pipeline woes. However, a new Intuit survey found that firms that are able to keep pace with technology trends may help stave off any hiring or efficiency issues they may have. The survey of 700 accountants in the US underscores the critical… Continue reading Survey: Tech Adoption Critical to Accounting Pipeline

Much has been written and studied about accountants leaving the profession, and the dwindling “pipeline” of new professionals coming in, with “burnout” being one of the key factors. But is it? Randy Crabtree, CPA’s company, Tri-Merit Group and I intend to find out, starting with a new survey that looks into just what accountants’ work… Continue reading Survey Looks at Accountant Work Life

Every so often, I get quoted in very timely, informational blogs. This most recent one, posted by Ace Cloud Hosting, focused on the myriad things accountants can do on social media, and marketing in general, to attract new clients.

Who you are and what you stand for as a firm can mean a lot of things, but if you aren’t explicit about what exactly it is you are about, you may as well say nothing. I know, this is a bold statement, but over the years I’ve heard the term “firm culture” tossed around… Continue reading Does Firm Culture Still Matter?

I got to chat on one of my favorite accounting podcasts, Grow My Accounting Practice, about one of my favorite topics: how the very act and profession of accounting are progressing and what it may take to continue on that path. Ron Saharyan, Mike Michalowicz, and I got real about it all and, of course,… Continue reading Essential Changes for Accounting Progress