Since 1937, Columbus Day, has been a U.S. federal holiday that recognizes the landing of Christopher Columbus in the...

Team Qvinci will join Murph for our October 21, 2026,QBTalks at 2:00 PM Eastern. They will present their new "RoyaltyHub

You may have seen that we are running a short webinar series with Figured and want to learn more.  

Your recap of the 'Business News' for the workweek starting October 5, 2026... "kind of like the 'Business Section' of...

Books Backup creates a complete, audit-ready archive of your QuickBooks Online company before you cancel your QBO...

Intuit has just unveiled their first group of Intuit Industry Advisors as part of its Accounting Futures Program to...

The 2027 Top 100 U.S. ProAdvisors, the Top U.S. Up-n-coming ProAdvisors, and the Top 25 Tax Advisors qualifications are...

The accounting industry is at a pivotal moment: small businesses are starting at near historic highs, while needing...

Automated document collection, AI that preps the return, agents that handle admin and onboarding. Those are the...

On Tuesday morning, Oct. 6, Citrin Cooperman announced that it had acquired Rosetree Solutions, an AI consultancy that...

Join us TODAY at 2:00 PM Eastern on this Wednesday, October 7th, for our QBTalks-Apps Show which looks at "What's New...

No, it isn't Tuesday... that's why this is a 'special edition' to outline the 2027 Top International Advisor Awards'...

Acumatica is a multi-faceted Enterprise Resource Planner (ERP), which Murph likes to now refer to as an “Enterprise...

In our search to find the 'best Advisors on the Planet', Insightful Accountant has once again taken the time to rework...

As organizations prepare for 2027 planning, Financial Executives International (FEI) and Randstad USA released the 2026...

On September 30, the Senate unanimously passed the Taxpayer Assistance and Service Act. Most headlines called it an IRS...

In my previous column, Decision Dependency, I shared how what initially appeared to be a collections problem turned out...

We're here to help you protect client data with an October action plan covering passwords, phishing, backups, security...

October has arrived; can you believe it? And with its arrival, Intuit has launched the new ProAdvisor 'Workforce'...

The time seems right for Murph to look back at a feature he wrote nearly 10 years ago about the future of AI...this...

Acumatica just announced the general availability of 2026 R2, the latest release of its cloud ERP platform for...

Your recap of the 'Business News' of the workweek starting on September 28, 2026... "kind of like the 'Business...

Everyone wants to know what's 'Extra' about our upcoming QBTalks-Apps show. The answer is simple, not only 'Extra'...

Does ISO 9001:2026 require manufacturing ERPs to evolve into connected platforms encompassing quality management to...

Dana spent the summer planning. Her eight-person firm would take on 60 new individual clients this season. It would...

Join us at 2:00 PM Eastern on October 7, 2026, for our QBTalks-Apps Show which is all about Intuit Enterprise Suite.

Intuit just announced that it is joining Meta’s Muse for Small Business, where QuickBooks will be included as a launch...

BILL and Blackbaud are partnering to bring BILL's payment network and payment-processing capabilities directly into...

Murph summarizes the Active Client and Current Certification requirements for the 2027 Top U.S. Advisor Awards;...

Every January, tax firms get something most businesses would pay a fortune for: a scheduled conversation with nearly...

QuickBooks Desktop & Desktop Enterprise ProAdvisor Certifications will be sunset 10/23/26; Payroll certification...

This Fall's Accountant Council meeting being held at Intuit's Mountain View Headquarters this week will see ten new...

As smart technology and AI tools become more and more popular, the most successful commercial real estate professionals...

Our own "Murph" has coined a new definition for 'ERP'...

Avalara has unveiled Avalara Aviator, a new agent hub designed to create a single touchpoint for users to orchestrate...

In The ERP Update this week, Acumatica's James Mallory examines three priorities that separate distributors who grow in...

For years, tax advisors have told clients a simple story about the limited partner exception to self-employment tax:...

Join us at 2:00 PM Eastern on October 7, 2026, for our QBTalks-Apps Show which is all about Intuit Enterprise Suite.

As Administrator for Insightful Accountant's Top Advisor Awards, I have the delight to launch our "Top Advisor Tuesday"...

Every practitioner has had this conversation with a client: "I never got that letter from the IRS." Usually, that's...

When something doesn’t make sense financially, business owners naturally turn to the accounting records for...

This Monday Minute looks at two new tax-related trainings available within the Intuit ProAdvisor Academy's Intuit...

Infinite Ties, a practitioner-built ecosystem for Client Advisory Services (CAS), has announced an expansion of its...

Kintsugi connects to a firm's accounting, billing, payment, and HR/payroll systems, then continuously monitors...

FloQast, an Accounting Workflow Automation platform created by accountants for accountants, today unveiled a suite of...

Qvinci, a global leader in financial and operational performance management, today announced the launch of Qvinci...

Small business owners and their advisors shouldn’t have to navigate a complex web of tools and workflows to manage...

Since we started The ERP Update this past May, I’ve coordinated features with no less than six major ERP developers,...

Crunchafi, a leader in SaaS technology for CPA firms and financial professionals, today expanded its platform with more...

Thomson Reuters, a global content and technology company, and Suralink, the agentic platform for accounting firms and...

At tomorrow's (September 16, 2026)QBTalks show at 2:00 PM Eastern, we will be covering topics related to the migration...

I seem to get emails and feature comments every time we have an 'Extra' attached to one of our QBTalks or QBTalks-Apps...

It has been twenty-five years since the attacks of September 11, 2001. Today, over one-hundred-million Americans are...

A look at this week's business news including mergers, acquisitions and other announcements companies have made...

Intuit has named accounting industry veteran Dixie McCurley as its first Managing Partner in Residence, a new role that...

Will AI bring about the 'end of humanity' within the next ten years, one AI researcher believes that is a distinct...

Clearing is a desktop bank reconciliation tool for bookkeepers, small firms, and owner-operators. It matches bank lines...

Head over to The ERP Update to learn about Certinia's System of Action for Services. 

Lincoln Accounting is moving clients from QuickBooks to an AI-native general ledger as it looks to reduce manual...

Financial statements are one of the most important tools we have for understanding a business.They tell us what...

During the September 16, 2026,QBTalks show at 2:00 PM Eastern, Murph will be discussing the migration of QuickBooks...

BilagPilot helps accounting firms reduce the time spent collecting missing receipts and documentation from clients. It...

As we celebrate Labor Day and mark the unofficial end of summer, we also recognize the efforts of our country’s...

CloseRadar gives small accounting, bookkeeping, and tax firms a fast, free operations review.

As of September 1^st, Intuit updated the QuickBooks Online Reports API, something that most QBO users won't notice...

Accrual, the intelligence layer for modern accounting firms, today announced that it has entered into an agreement to...

If your accounting system now depends on multiple add-on apps, manual workarounds, or frequent IT support, it may be...

Accounting and bookkeeping practices are navigating rapid change as AI reshapes workflows, client expectations rise and...

Avalara has announced changes to their Partner Terms and Condition effective October 1, 2026. With many of our readers...

Are You Seeking New Career Opportunities in Accounting?  Visit the Insightful Accountant Job Board!

 September’s QBTalks-Apps show, at 2:00 PM Eastern on 9/2/26 will take a look at Intuit's three professional tax...

Intuit and Perplexity announced a strategic partnership to bring the trusted, actionable financial intelligence...

Intuit is retiring the ProAdvisor Program after nearly 30 years to make room for something new. While ProAdvisor...

As your commercial real estate business grows, you will likely try to attract and retain investors who can help you...

This Ecosystem Enlightenment focuses on Rightworks Cloud Premier.

Are you ready to take on more than 1.8-million new accounting clients? If yes, then this article is for you.

Certinia's 2026 Global Service Dynamics Report finds professional services organizations that fully integrate teams...

Head over to The ERP Update to learn why "Modular Construction required more than a factory, it requires a connected...

Until recently QuickBooks users had no ‘change order’ functionality when working with projects. It’s a rare thing when...

New global study from Medius finds growing tolerance for 'shallowfakes' as finance teams invest heavily in AI and...

Tax-return season for fiscal year 2026 is just around the corner, even if you are still working on extended 2025 tax...

Intuit has released a new Sales Tax Liability Report, based on user commentary, for all QuickBooks 'automated sales...

In May of 2014 the inaugural Top 100 ProAdvisors made their debut within Insightful Accountant. That June, the first...

According to the USDA, there are nearly 2 million farming and ranching operations in the United States. Of those, more...

Remitian, the AI-powered tax payment platform, has partnered with Thomson Reuters to integrate its tax payment...

Xero, the global small business platform, has announced significant product updates across its payments, payroll and...

In The ERP Update today you can read Dan Miller's feature "How Agentic AI is Redefining the Role of Finance Teams." Dan...

Join Lisa Burnett, Insightful Accountant’s 2026 Top Niche Practice ProAdvisor, and myself, as we examine seven...

Xerocon Denver begins tomorrow, August 19, 2026, at the Colorado Convention Center and the exhibitor floor will be...

One of the most common things I hear from business owners is this: "We're slammed.We can’t take another client."

Now, you can set up playbooks within Intuit Accountant Suite for various types or verticals of clients to standardize...

Lisa Burnett, Insightful Accountant’s 2026 Top Niche Practice ProAdvisor will be joining Murph as they explore seven...

Crunchafi, a leader in SaaS technology for accounting and financial professionals, today announces a joint webinar with...

Insightful Accountant always wants to ensure that you are right-on-point with the most current FinTech news that...

 The 2026 Women Who Count® Conference takes place October 21–23, 2026, in Hilton Head Island, South Carolina. The...

Intuit has just announced an expansion of Intuit Intelligence₁ with new AI-powered capabilities for QuickBooks Online...

Xero has just launched Xero Payroll, powered by Gusto, bringing payroll directly into its U.S. accounting platform. 

- Flywire Corporation (Nasdaq: FLYW), a global payments enablement and software company, has announced expanded support...

The August 2026 update to Intuit Enterprise Suite expands financial reporting, multi-entity accounting, and...

Join us Today, Wednesday, August 12, at 2:00 PM Eastern for QBTalks-Apps where Intuit will discuss the QuickBooks...

Out of full disclosure I must tell you that, "Yes, I use Zoho One for certain modules", and two, "Zoho has consistently...

Payroll Tax AI is an AI-assisted feature set in QuickBooks Payroll designed to help users monitor, understand, and...

For project-based businesses, there is often a delay between project activity and its financial impact. That gap can...

Join us Wednesday, August 12, at 2:00 PM Eastern for our QBTalks-Apps show, where Intuit will discuss its new...

We've been asked, "what are 'Intuit Experts?" They are the direct result of what's changing with QuickBooks Live based...

Odoo is an all-in-one modular-designed business platform that seems more like an ERP after you explore it, than a...

Figured has undergone numerous enhancements since I first wrote a First Look feature a few years back and that's why...

QuickBooks products, prices and professional tools continue to change quickly. During our July 22 QB Talks webinar,...

I am finding some of the newest enhancements made to Intuit's QuickBooks Platform to be time saving and stress...

Here is another great reason why you need to be migrating from QuickBooks Online-Accountant to Intuit Accountant Suite.

Join us on Wednesday, August 12, at 2:00 PM Eastern for our next QBTalks-Apps show, where Intuit will introduce its new...

A few weeks back, prior to Figured appearing at our QBTalks-Extra event, I wrote a feature titled, "We 'figured' you...

Calculating common area maintenance (CAM) reconciliation and triple-net (NNN) lease charges are complex, time-consuming...

I know what you are thinking, Sage 50 has been around for your entire accounting or bookkeeping career, but this Sage...

Effective October 1, 2026, the cost of some Xero subscriptions will increase. Price changes vary by plan. 

Wondering what seems to happen after you send an invoice to a customer? Even if you aren't, you might ask from time to...

Intuit has just announced a major expansion of what small businesses can do through its QuickBooks connector in Claude...

Intuit has heard your feedback and concerns over the way that the past several changes to Bank Feeds and Reconciliation...

"How much revenue should we be doing?"

Today's Monday Minute serves to remind ProAdvisors, Accountants, Bookkeepers, Business Consultants and QuickBooks...

Tax and accounting firms are moving quickly to put trusted AI tools in professional hands, but Thomson Reuters data...

K1x, an AI-native private markets tax platform, today announced the appointments of Ken Powell as Chief Operating...

 Therabody, a leading wellness technology brand is leveraging the power of the NetSuite to simplify global operations,...

Having led a breakout session at Scaling New Heights 2026 on the new QuickBooks Online Banking Experience, I was asked...

Today’s ERP Update: Intuit Enterprise Suite Expands ERP Capabilities

Intuit Enterprise Suite aims to help scaling, more...

Join me for today's QBTalks Showat2:00 pm Eastern is all about "What's New in QuickBooks".

CLA (CliftonLarsonAllen LLP), one of the nation’s largest accounting and professional services firms with a growing...

Avalara, Inc., the agentic AI leader in global tax and compliance, today released new research revealing that while...

One of the assumptions many business owners quietly carry is this:

Have you heard the story of "Murph's IAS Ride?" "Listen, my children, and you shall hear of Murph's ongoing ride...

It’s been some time since Insightful Accountant looked at SmartVault which is why it’s appropriate that we provide an...

Crunchafi, a global provider of accounting software for accountancy firms and finance teams, today launches FRS 102...

Acumatica Cloud ERP today announced its acquisition of Vertrax, a longtime Acumatica partner and provider of cloud ERP...

Mark your calendar for July 30 when Insightful Accountant's Future Forward webinars will focus on two of the hottest...

Inventory is the clearest and most direct measure of how well a business runs. It sits at the crossroads of demand,...

Oracle NetSuite has announced that NetSuite Next is starting to roll out in the U.S. and Canada as part of NetSuite...

Qvinci, a global leader in financial and operational performance management, today announced its Summer 2026 Product...

There is no question that the accounting landscape has evolved rapidly over the past decade, with changing client...

Intuit has issued an official notification earlier today that they will be updating pricing for several QuickBooks...

 While attending the Sage Conference in Atlanta (last year), there was considerable talk about their roadmap for AI,...

Managing receipts doesn't have to be the boondoggle in your business. Nor does receipt management using one vendor’s...

Our July 22, 2026, at 2:00 PM Eastern) QBTalksis Murph's "What's New in QuickBooks" show.

Xero , the global small business platform, today announced new AI-powered features within its agentic platform JAX that...

QuickBooks Workforce is Intuit’s Human Capital Management platform for all QuickBooks Online SKUs, as well as Intuit...

When is the last time you selected “Agriculture, Ranching, or Farming” in the list of Industries when setting up a new...

This Wednesday, July 8, 2026, Insightful Accountant is hosting ourQBTalks-Apps show at 2:00 PM Eastern and we will be...

Most conversations about underpricing focus on the obvious cost.

Lost revenue.

And while that certainly matters, I’ve...

Sage, uniquely positioned to define what robust governance and 'glass box' AI looks like in practice, is striving to...

By now, almost all users of QuickBooks Online-Accountant have heard the news that QBO-Acct. will be replaced by Intuit...

On July 4, 2026, we commemorate the 250^th anniversary of the independence of the United States and celebrate the...

Intuit Accountant Suite's Manage Training feature is a tremendous enhancement to monitor team certifications and assign...

Xero, a global small business platform, has announced anintegration with Microsoft 365, bringing real-time financial...

Elizabeth Beastrom, the President of Tax, Audit & Accounting Professionals at Thomson Reuters, reacted to the IRS...

On July 8, 2026, at 2:00 PM Eastern, Insightful Accountant is hosting our QBTalks-Apps show. has Jaclyn Anku Intuit's...

Calculating common area maintenance (CAM) reconciliation and triple-net (NNN) lease charges are complex, time-consuming...

During Intuit Connect ON this week, Intuit outlined a series of product innovations, platform enhancements, and...

Sage has announced their latest enhancements to Sage X3 designed to help manufacturers and distributors make faster,...

Advisor Alliance is one way we here at Insightful Accountant can assist you in improving your business related to the...

Organizations often view disruption as a storm to weather, focusing solely on survival. However, as the business...

Intuit has published the 2026 Top Advisor Award recipients within their Firm of the Future Blog. You can find the...

Intuit's 2026 Accountant Tech Survey offers insights into the ways accountants are using technology and how strategic...

The Scaling New Heights educational conference, themed: "Transcend the Machines", will return to the Orlando Marriott...

Today, Intuit CEO Sasan Goodarzi will be speaking directly to accountants about the future of Intuit's partnership with...

Whether you use an accounting platform or an ERP, if you have 'sales tax' responsibilities, you won't want to miss The...

One of the most common business conversations I hear is some version of this: “I know I should raise my prices, but…”

Thomson Reuters, a global content and technology company, has released its 2026 Future of Professionals report which...

With this new feature, QuickBooks & Workforce Elite help to keep you compliant with those projects requiring ‘certified...

Digits, the world's first AI-native accounting platform, today announced partnerships with Ignition, Reach Reporting,...

Our July (July 8, 2026, at 2:00 PM Eastern) QBTalks-Apps show has Intuit’s Jaclyn Anku joining me as we continue our...

Several of Insightful Accountant’s 2026Top Advisors will come together Today for QBTalks Show "Live from Scaling New...

Insightful Accountant is proud to announce the 2026 Top Advisor Award recipients. 

Today, Gusto is introducing a new suite of AI agents designed to help accounting firms.

Starting this month, Intuit is expanding the availability of your QuickBooks accountant support team. Service...

Sage, a leader in accounting, financial, HR and payroll technology for small and mid-sized businesses (SMBs), and its...

This Ecosystem Enlightenment focuses on Clear Path to Cash Advisor.

These awards recognize top U.S. Xero Firms and Partners. The awards focus on those applicants demonstrating exceptional...

Conversational AI can now deliver workflows for subscribers to QuickBooks Online, Intuit Accountant Suite, and Intuit...

Part of what it means to be a 'Certified' QuickBooks ProAdvisor is maintaining your 'certification'. That means...

Results Software is proud to announce that Thomas Ruscitti has joined the Results Executive Team as Director of...

Crunchafi has launched in-App integration with Thomson Reuters Guided Assurance to bring lease accounting automation...

Several of Insightful Accountant’s 2026Top Advisors will come together for the June 17 QBTalks Show "Live from Scaling...

 Digits, the world’s first AI-native accounting platform, has launched Agentic Close, an end-to-end close system that...

Around the middle of last month Intuit formally announced their 'next step' in the evolution of the ProAdvisor Program...

This App Aware (revisited) takes an updated look at Bill360, an AI-powered Accounts Receivable and billing platform for...

Digits just released their latest edition of "Beyond the AI Hype benchmark", with a notable first: "frontier AI...

CaronBletzer, a national accounting firm specializing in employee benefit plan audits, has announced the release of...

During today's QBTalks-Apps webinar you will learn how easily you can turn firm low-value compliance work into...

The time has arrived, you can now register for Intuit Connect being held October 26-28, 2026, at the Aria Hotel in Las...

When I stare into my magic mirror on the way and ask, “Mirror, mirror on the way, which tech is fairest of them all’ ...

Yes, for years you have asked for what might seem to be a simple restriction within QBO, the ability to require users...

Do Not Forget: All 2023 QuickBooks Desktop software will bell sunset at the end of Monday, May 31, 2026!

The ConnectBooks Partner Program is an affiliate initiative for accountants, bookkeepers and business consultants to...

This Real Estate Accounting feature focuses on why it is important to Invoice commercial real estate tenants. 

Practical steps to implement AI automation in accounting firms without breaking workflows.

Map high-friction workflows...