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It goes without saying that you learn a lot being among accountants for a few days., And after attending last week’s AICPA & CIMA ENGAGE event (arguably the largest in the profession), one thing became clear about the CPA brand and profession as a whole: the Institute’s new leader, Mark Koziel, CPA, has a lot… Continue reading Will CPAs Get What They Want?

This non-committal headline brought to you by the very people who see many sides to equations. Point being, accountants’ views on private equity in the profession elicit the most accountant-like response that exists: “It depends.” After attending the most recent AICPA ENGAGE event, I can say that, right now, this is the tone. On the… Continue reading PE in Accounting Views Vary

Rho, a rising fintech company, is again appealing to the accountants in the room through a new, humorous video campaign honoring accounting’s over 500-year history and who many consider the founder of “double-entry” bookkeeping, Luca Pacioli. While not a “clear play” for accounting professionals, fintech companies like Rho are looking to have deeper partnerships among… Continue reading Rho Campaign Honors Accounting History

Anything accounting professionals can use to help battle anxiety and depression that often comes from a variety of factors in their line of work is a good thing. As such, Kristy Short, EdD, author, former partner at Rootworks, and long-time thought leader, has a new book that addresses these issues and more, head-on. In CIVIL… Continue reading New Book Takes on Anxiety and Depression in Accounting

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