Category: Uncategorized

Regardless of the tools and services your firm utilizes to keep data secure, if you do not have proper security plans and protocols in place, you are putting that data at further risk. In this webinar, I got to interview a small firm owner and cybersecurity expert at SmartVault about devising and properly sharing such… Continue reading Communicating a Cybersecurity Plan to Clients and Staff

Accountants with construction industry clients, you know you are doing more for this business sector than perhaps you have historically. As such, you need tools that are going to increase your value as a business advisor and all-around partner in all things back office and growth, particularly when it comes to human capital management (HCM).… Continue reading Accountants’ Construction Clients’ New HCM Friend

AI is entering accounting in numerous ways, so it should be no surprise that another company has thrown its hat in the ring to automate the bookkeeping and related processes for accounting firms. After closing on a $3.6 million seed round, Basis, which touts itself as an AI platform for accounting firms, is officially coming… Continue reading Meet the New AI Bookkeeper on the Block

Security concerns remain at a high level as firms don’t always make the best decisions when it comes to locking down the data that resides in software like QuickBooks Desktop and other, on-premises applications.

This week FreshBooks took yet another step in its evolution from being a cloud-based invoicing solution for “gig” workers, to being more strongly considered a true accounting solution, one that accountants themselves could use to collaborate with clients as their business needs evolved. The official release of Collaborative Accounting came this week, and was developed… Continue reading Will the FreshBooks Collaborative Move Pay Off?

Did you miss our chat on using better terms to market “advisory” services with Gary DeHart and Kellie Parks, CPB last week on Insightful Accountant’s Future Forward event? No problem, here it is in all of its glory!

At the end of this Accounting Today report on top accounting apps, I give my views on a few that I thought were doing accountant outreach and connection right.

Accountants these days are facing adversity on all fronts. I was honored to be a part of the Sage Thought Leadership podcast with Ed Kless to discuss what I see are the most challenging aspects of being in this profession.

Email has always been an albatross of sorts for firms. Most firms use it as their primary source of communication and are under the belief that they are “secure” if they use encryption. Add in the fact that is actually illegal to have personally identifiable information (PII) on your machine and it all equals one… Continue reading Accountants are Doing Email Wrong