CPA Practice Advisor

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

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.

Trash That Timesheet

Trash That Timesheet

“Trashing the Timesheet” with Ron Baker, the “War on Excel”, Xero & PayPal play nice, Expensify automates with AI, Hubdoc & Fathom want to help with advisory, “Weeding” your client list, how to write about tax without being boring, and more

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 #20

Cloud Accounting Weekly #20

Wal-Mart cuts 7,000 store accounting jobs, we may not have enough CPAs someday, a guide to feeling confident at your next conference, marketing mistakes bookkeepers make, Greg Kyte on the Abacus podcast, and updates from Bill.com, Deputy, and Square

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

Cloud Accounting Weekly #7

Cloud Accounting Weekly #7

TSheets breaks ground on a new building, how blockchain's shared ledger could revolutionize accounting, results of the 2016 tech trends survey of accounting firms, a review of ProfitCents, and more

Cloud Accounting Weekly #5

Cloud Accounting Weekly #5

Stripe & TransferWise featured on 60 Minutes, Bill.com releases bookkeeper survey, new crowdfunding rules go into effect, Xero interviews Bookkeeper360, Jason Blumer talks value pricing, Xero improves their workflow for copying invoices, and more