September 15, 2022
The Technology Lab Podcast – Review of Xenett Autoreview – Sept. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Xenett Autoreview, an intelligent clean-up tool created by and for accountants.
Firm Management August 8, 2022
Your Firm and Your Fundamentals
What is best to keep in your practice, and what needs to go away? For many firms, getting the fundamentals right will help you pick the right ...
Accounting July 22, 2022
The Technology Lab Podcast – Review of Auvenir – July 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Auvenir, an end-to-end financial audit platform. Click here to listen to the podcast.
July 14, 2022
The Technology Lab Podcast – Review of Zoho Expense – July 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Zoho Expense.
Firm Management July 14, 2022
Your Firm and Your Strategy
The first half of the conference season is behind us. We have had a chance to look at new strategies, tactics, and offerings from most major publishers.
June 2, 2022
Your Firm and Your Clients’ Data – Simplifying the Future of Accounting
The past two years have been anything but simple. So, it may seem ironic that simplification is the new way to navigate the increasing complexity of the business. Automated, digital solutions provide a pathway to alleviate this pressure while helping ...
May 11, 2022
Your Firm and Your Upgrades – Throw It Out!
Prepare to replace all your end-user hardware. The value proposition became clear when presenting at a conference in the past week. 2022 is the start of a massive wave of technology innovation. I have seen this type of wave a few times in my career.
April 12, 2022
Your Firm and Your Staffing
Having a somewhat "normal" tax season behind us certainly feels good. While it would be nice to have COVID behind us and the IRS caught up, these issues may be part of our "new normal." Unfortunately, staffing issues also seem to be part of the new ...
February 25, 2022
Your Firm and Your Needs
Many of us have used our skills and expertise to keep clients in compliance with tax and audit regulations. Others have expanded by reducing clients’ workload handling transactional accounting through Client Accounting Service offerings.
December 2, 2021
Client Experience for Today and Tomorrow – Ten Ideas for Your Playbook
Most CPAs I know are incredibly smart, hard-working, have high integrity, and genuinely care about their clients. While these attributes result in a lot of hard work, the rewards continue to be great. We want you to have the resiliency and stamina ...
November 3, 2021
Client Experience for Today – Continuous Education to Meet Technology Changes
From the November 2021 Issue. Technology changes constantly. We must make decisions about what works for our clients, our firms, and ourselves. Additionally, we must make the effort and take the time to update our skills on products we use regularly and on solutions that we should consider for our practices. This education is beyond...…
October 6, 2021
Client Experience for Today – Leveraging Payroll
Software publishers are trying hard to make a difference. The accelerated change noticeable in the last two years in accounting software, accounts payable, payment systems, human resources, and payroll is astonishing.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
