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And the beat goes on. The drum of AI in accounting continues to roll with one of the latest iterations showing up in tax prep work as Thomson Reuters has unveiled new AI-driven tax product capabilities. At this month’s SYNERGY event, the company revealed how it is building generative AI-powered capabilities into its tax products,… Continue reading AI Making Headway in Tax Automation

I had the pleasure of being a guest on Roger Knecht, president of Universal Accounting Center’s podcast ‘Building the Premier Accounting Firm.’ We got into it about the value of live events, debating the growth of advisory services, our views on AI and where this profession is truly moving.

This recent LinkedIn Live chat with Loren Fogelman takes a good dive into how current trends and conditions are impacting you as a CPA, EA or professional bookkeeper.

This may seem like a given statement. After all, accounting professionals are human and all humans are unique. But as professionals, the impression has long been one thing. One of a very staid or subdued, somewhat introverted or socially awkward individual that may only display excitement around numbers, spreadsheets and data in general. Clearly this… Continue reading CPAs and Accountants Can Be Unique

Data security threats have become like living on the U.S. coastlines, it’s not a matter of if you will be hit by a big storm, it’s when and, moreover, how prepared are you to handle it? Having a written plan is good, but really just table stakes at this point. For the sake of your… Continue reading How CPA Firms Can Mitigate Cybersecurity Risk

Through all of my years covering the profession, year in and year out the largest blocker for most firms (which happen to be of the smaller variety) is time. 

My chat with SmartVault Chief Information Security Officer, Luke Kiely reveals all accounting professionals need to know about a ransomware attack and how to mitigate the risks of it happening to your firm.

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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