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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

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, 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

To say that bookkeeping and finance platform Xero has been “busy” lately is a bit of an understatement, as between its recent NY roadshow and Xerocon mega-event in Brisbane, it unveiled a bevy of new features and partnerships. As would be expected, Xero is leaning more heavily into AI but also has enhancements coming around… Continue reading Xero Has Laundry List of Updates

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.

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.

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

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?

Whether you’re still tied to “seasonal” work or not, as an accounting professional and potentially firm owner, you are staring down another “busy” spike and then the end of a year. So, how are you set up to handle it all, if indeed it needs handling? By my estimate the vast majority of you are… Continue reading How Does the Rest of Your Year Look?

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!