The Growing Role of CPAs in Financial Planning

This was from a podcast with Matt Ackermann, Chief Content Officer at Integrated Partners, who also spoke with his colleague Paul Saganey and me about how CPAs are growing within their role in the financial planning industry. Paul and I discussed:

Make it ‘Productive Season’

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At this time of year, most accountants are considered to be mired in an annual waterboarding-like ritual known as ‘busy season.’ While the moniker has long stirred ire, one way to rally against its implication is to take a good look at what being ‘busy’ means. Moreover, why not make it more productive? Perspective is… Continue reading Make it ‘Productive Season’

Living in the Uncomfortable

I recently wrote an article about how if any real change is going to occur in the accounting profession, accountants not only have to break out of their comfort zones, they need to live outside them. But what does it mean to ‘live in the uncomfortable’? Well, on Monday February 19th at 12:00 PM Pacific… Continue reading Living in the Uncomfortable

QuickBooks Offers Split Billing for e-filing 1099s

Putting aside mixed reactions to news about Intuit and its tax season moves around QuickBooks Live Tax, the company has also released split billing for e-filling 1099s. Built around the idea of offering flexible billing of QuickBooks Online between accountants and their clients, this split billing option allows accountants to choose who will pay for… Continue reading QuickBooks Offers Split Billing for e-filing 1099s

Simplifying Accounting and Finance

This is an interview I did with Planful back when I was Editor of AccountingWEB US that I thought remains relevant today. Here, I offered my views on accounting trends and gave advice on simplifying tax and accounting functions.

Pointed Views on Cloud vs. Managed Cloud 

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In accounting, and business in general, the debate over what is cloud and hosted or managed cloud and the core differences therein, have been bandied about for over a decade. At the end of the day, what they each are is a matter of preference for firms that use applications in these respective environments. Clearly… Continue reading Pointed Views on Cloud vs. Managed Cloud