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Are You a ProAdvisor with 'The Right Stuff'?

In preparation for a 2021 webinar on the Top Advisor Awards, Matt Fulton identified the traits of a Top ProAdvisor. They are still just as true today as...
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Code TT Is Coming for Your January

Every filing season has one small box that swallows an outsized share of staff hours. This year, keep your eyes on Box 12, Code TT of the Form W2....
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Live at SuiteWorld 2026: NetSuite Advances Vision of Autonomous Suite

Oracle NetSuite, the #1 AI Cloud ERP, has today announced new AI capabilities that help organizations apply business expertise, automate more work, and...
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Why Are You Procrastinating? Jump on Intuit Accountant Suite Now!

Why are 56% of Accountants, Bookkeepers and ProAdvisors procrastinating about switching from QBO-Accountant to Intuit Accountant Suite?...
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An AI-Native Accounting Firm Turns Continuous Close to Their Advantage

Donna Reade, founder of the YouTube channel Bookkeepers on Fire and the accounting firm Blazr Accounting, has firsthand experience of how modern...
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Are You Ready for Intuit Connect? I am...

I don't know about you, but I'm counting down to the start of Intuit Connect 2026 in Las Vegas, October 26 through 28....
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Recent Articles

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Posts by topic
Payroll Agentic AI What's New in QBO

New Agentic-AI Payroll Agent for QuickBooks Online

Have you dreamed of walking on a sandy beach while your payroll was being done for you back home? Well the new Agentic-AI Payroll Agent coming soon...

Top 100 ProAdvisor Insightful Accountant 2026 Awards Top 25 Up-n-coming ProAdvisor Top 50 International ProAdvisor Top 25 Tax Advisor

2026 Top Advisor Awards Launch Tonight

The 2026 Top Advisor Awards open tonight. Applications and Nominations (by third-parties)begin at 6:00 PM Eastern, August 26, 2025.

Xero Bookkeeping Client Advisory Services CAS FP&A

To CAS or Not -- It's Not a Tough Question

I recently wrote (or had CoPilot write) an article titled "You're Already a CAS Firm-Whether You Admit It or Not".  

Last week I attended Xero's Road...

2026 U.S. ProAdvisor Awards Insightful Accountant 2026 Awards Top 50 International ProAdvisor

2026 Top Advisor Awards: Qualifications

The 2026 Top Advisor Awards encompass four award groups: the Top 100 U.S. ProAdvisors, the Top 25 Up-n-coming ProAdvisors, the Top 50 International...

Ignition Rate increases Accounting firms

Will You Raise Your Rates Over the Next Year?

Are you in the process of raising your service fees for 2026?  If not, perhaps you should be.
Artificial Intelligence Thomson Reuters Financial Planning Financial Analysis Clockwork.ai

Clockwork.ai announces partnership with Thomson Reuters

Clockwork.ai has announced a partnership with Thomson Reuters. This collaboration positions Clockwork as a financial planning and analysis solution...

Workforce Sage Analytics Sage People

Sage Announces Workforce Intelligence, Analytics for Sage People

 Sage, a leader in accounting, financial, HR and payroll technology for small and mid-sized businesses, today announced the launch of Work,force...

QuickBooks Avalara Sales Tax

Today's QBTalks: 5 Reasons why Avalara should be in Your Tech Stack

It's time for the August edition of QBTalks. Join me today, Wednesday, August 20, 2025 at 2:00 PM Eastern as we look at Five reasons, beyond Sales...

Ignition Tidal Ventures Vinyl Funding series Dext KeyPad

Vinyl raises $2M to build an AI meeting assistant for accountants

Vinyl, an AI-powered meeting assistant explicitly built for the accounting and bookkeeping professions, has successfully raised $2 million (AUD) in a...

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Oct 27
Why Should They Choose You?: Positioning Your Accounting Firm to Stand Out

Why Should They Choose You?: Positioning Your Accounting Firm to Stand Out

October 27, 2026 · 2:00 PM ET

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Oct 28
Transactional vs Advisory: Where Do You Stand?

Transactional vs Advisory: Where Do You Stand?

October 28, 2026 · 12:00 PM ET

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You Already Know Enough: How to Start Your First CFO Advisory Conversation.

You Already Know Enough: How to Start Your First CFO Advisory Conversation.

October 28, 2026 · 2:00 PM ET

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Oct 29
The Weekly A/P: Transforming Ingredients into Intel

The Weekly A/P: Transforming Ingredients into Intel

October 29, 2026 · 2:00 PM ET

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Nov 10
From Bill Pay to CAS: Building Your Firm's Next Growth Engine

From Bill Pay to CAS: Building Your Firm's Next Growth Engine

November 10, 2026 · 11:00 AM ET

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Nov 10
The Software-First Payments Revolution: From Transaction to Trust

The Software-First Payments Revolution: From Transaction to Trust

November 10, 2026 · 12:30 PM ET

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Nov 10
How to Reduce B2B Credit Card Processing Fees

How to Reduce B2B Credit Card Processing Fees

November 10, 2026 · 2:00 PM ET

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Nov 13
Capital Expenditure Decision-Making: Maximizing ROI

Capital Expenditure Decision-Making: Maximizing ROI

November 13, 2026 · 11:00 AM ET

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Nov 19
DEBunk'd: The Lies Keeping Firms Small

DEBunk'd: The Lies Keeping Firms Small

November 19, 2026 · 2:00 PM ET

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Nov 19
Talking AI to Clients: How to have the AI conversation without losing the client

Talking AI to Clients: How to have the AI conversation without losing the client

November 19, 2026 · 3:30 PM ET

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