40 under 40

A First Look at Xero Projects

A First Look at Xero Projects

Sage buys Intacct for $850M, what that means for the accounting technology market, how to add decision support services to your firm, Capital One integrates with Xero for credit card fees, automating invoicing and collection with QuickBooks Online, and more

40 Under 40: Reinventing the Accounting Profession

40 Under 40: Reinventing the Accounting Profession

CPA Practice Advisor announces 2017 "40 Under 40," Karbon releases Private Contacts, vote for Intuit's $100k Small Business App Showdown, Zenefits is live streaming a conference on September 21, how to upsell advisory services to existing clients, 8 things remote CEOs do differently, using early adopter programs in your practice, and more

The Legal Minefield of Office Group Chat

The Legal Minefield of Office Group Chat

Why you should Slack like everyone is watching, optimal Receipt Bank settings, Fathom on better decisions using analytics, what's new in apps, Shopify to integrate with eBay, consolidated reporting for accountants, and more

Cloud Accounting Weekly #30

Cloud Accounting Weekly #30

Takeaways from the CPA Practice Advisor 40 Under 40 Symposium, Microsoft signs up for WeWork, 1099 Forms due earlier in 2017, how to improve profitability through pricing, reviews of Entryless & FreshBooks, and more

An Under-40 Perspective on the Future of the Accounting Profession

An Under-40 Perspective on the Future of the Accounting Profession

Last month was the first annual CPA Practice Advisor “40 Under 40” ThinkTank Symposium. Here are 5 of my key takeaways, including the importance of customer experience, matching the career expectations of Millennials, and redefining what it means to be an accounting firm.

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.

Cloud Accounting Weekly #9

Cloud Accounting Weekly #9

Zenefits lays off more staff, Expensify reveals their comp review process, ICB and Intuit partner up, Greg Kyte goes undercover at H&R Block, Xero invites you to Summer Camp, Wayne Schmidt shows us how to get clients with Facebook, and more