Category: Uncategorized

Despite all the hype, and even some anecdotal pushback, the fact is if you are an accounting professional you may already be advising. Whether you’re actually charging for it is another story. What’s more, transactional accounting is becoming a commodity with services like Bench, Pilot, Botkeeper and the rise scores of outsourcing companies flooding the… Continue reading Careful…You May Actually Be Advising!

I am happy to overstate how live events are back, maybe you’ve been to one recently. You’ve networked, sat in sessions for hours, and yes you partied. The high that one feels from a live event can be euphoric and you can’t wait to get back to the the office (wherever it may be these… Continue reading How to Handle Conference Comedown

You’ve probably realized by now that the accounting profession has reached an inflection point. Professionals’ trust between the vendors that create and distribute the essential technology they use is strained at best. And with automation once again at the forefront, the very nature of accountant tasks are up for debate. In short, we needed a… Continue reading Accounting Tech Adoption Doesn’t Have to Be Daunting

Good, now that I have your attention, as an editor and journalist for over 30 years I fully realize that ‘advisory’ has more than four letters. But in the world of accounting, this term become somewhat divisive, at the very least fraught with some controversy in how it’s been marketed to the profession. This doesn’t… Continue reading Advisory Isn’t a Four-Letter Word

Well, it happened. I hosted my first Live chat with the help and guidance of CPA Trendlines and, if I must say, overall it was a success. You never really know how these will be perceived. You take a big risk with anything “unproven” and for a paid, non-sponsored, non-CPE event I thought we were… Continue reading We Got Real About Accounting Tech

My panel discussion with SMB and payments experts about instant payments’ impact

Foreword: For the most part, this newsletter is and will be about me and my views and things I am personally involved in. To that end, I have been working with my good friend and colleague W. Michael Hsu to help get the word out, in a practical and meaningful way, about his Measure x… Continue reading Breaking Down Big Goals for CAS Practice Success

For accounting professionals, bookkeepers in particular working with small business clients, cash flow issues may see a significant reduction in the future and you have the Fed to thank. The promise of “instant payments” for small businesses has not quite been delivered. Our banking system is too varied and flawed and the best one can… Continue reading What FedNow Means to Bookkeepers and SMBs

For nine straight years now, the Accounting Firm Operations and Technology (AFOT) survey has been one of the bellwethers of firm adoption and overall trends in accounting tech and related decisions. In my various editorial roles I’ve regularly promoted it, covered the results, and spoke to other firms about their views as well. With the… Continue reading The AFOT Survey is BACK!