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How to become a digitally-driven firm

What is a digitally-driven firm? To help define what it means to be a “digitally-driven firm,” let’s go back in time… In March 2020, most businesses transitioned to remote work…

2022 CPA Practice Advisor Thought Leader meeting: 6 takeaways for firms

2022 CPA Practice Advisor Thought Leader meeting: 6 takeaways for firms This past week, I participated in CPA Practice Advisor’s annual Thought Leader meeting alongside CPAPA’s “40 Under 40” top…

CPA Consultant’s Alliance: 2 most important takeaways

A few weeks ago, I participated in the CPA Consultant’s Alliance (CPACA) forum. The CPA Consultant’s Alliance (CPACA) “is a working group of thought leaders united in their efforts to…

Accounting technology and trends: Consumer Electronics Show 2022

Accounting hardware trends and consumer technology trends that every accounting firm should be monitoring. Start improving your day-to-day with highlights from the Consumer Electronics Show (CES) 2022 today!

Top 5 reasons businesses move to the cloud

Small business owners shoulder an enormous amount of responsibility. You are employers, stakeholders, risk-takers and jacks-of-all-trades—and, needless to say, you wear a variety of hats. These days, there’s even more…

Cybersecurity: War in Ukraine increases likelihood of Russian cyber attacks

Katie got an unexpected day off work not long ago. It wasn’t the fun kind. The insurance brokerage Katie works for was shut down for a day by what was…

Tax season 2022—Taxpayer authentication, IRS security concerns and protecting PII

Tax season 2022 is upon us. In this blog post, we’re sharing news and information about security and privacy concerns straight from the IRS. Maintain your security through tax season and beyond with these tips.

Bookkeeper vs. accountant: What’s the difference?

Most people would be hard-pressed to describe the difference between an accountant and a bookkeeper. While these financial roles share common goals, they support different stages of the accounting process. And no matter what, both professions should use cloud hosting technology to conduct business. Find out why here.

The Procrastinator’s guide to work productivity (Pt. 2)

Whether or not you struggle with tackling jobs as it comes in—all of us could benefit from a work productivity tip or two. Join me for another light-hearted look at common procrastination habits and how to overcome them with productivity tips (that actually work.)

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