Transforming your understanding of what a bookkeeper really does

Transforming your understanding of what a bookkeeper really does

A new survey shows that many people have no idea what bookkeepers do on a day-to-day basis — but they also value them highly! There's a big opportunity here for entrepreneurial bookkeepers to leverage the power of cloud accounting to eliminate tedious tasks.

CPA Practice Advisor announces 2016 "40 Under 40"

CPA Practice Advisor announces 2016 "40 Under 40"

I'm honored to have been named to CPA Practice Advisor's 2016 "40 Under 40" list. This award is designed to recognize "young leaders who are helping to positively shape the accounting and tax profession." You can read my Q&A with CPA Practice Advisor here.

Highlights from Xerocon San Francisco

Highlights from Xerocon San Francisco

Wow. That was a blur! Xerocon was August 15 to 17 at Pier 27 in sunny San Francisco this year. Over 500 accountants and bookkeepers were in attendance. Here are the highlights.

Why Xero's Boring Wells Fargo Announcement Is Actually a Big Deal

Why Xero's Boring Wells Fargo Announcement Is Actually a Big Deal

If you’re anything like me, you saw the headlines this week about Xero integrating with Wells Fargo and got really excited. Then you read the details of the new partnership — and felt kind of underwhelmed. I think that’s because the biggest news is not what’s happening in the short term, but what is possible in the future as a result of this new relationship.