Information management and technology assurance

For some risks, ROI doesn’t measure up

Investing in certain emerging technologies may never provide a quantified return on investment, but they are risks you can’t afford not to take, according to Ed Kless, senior director of partner development and strategy at Sage Accountant Solutions.

A dozen Excel time-savers

I've compiled a list of a dozen Excel tricks that will help any CPA become more efficient and effective.

Google Chrome's numerous processes

As far as the Chrome app goes, the use of separate processes is intended to help make the product more stable. However, the search tools and internet provider you use are different matters.

Software offers ‘Fresh’ approach to small business invoicing

FreshBooks is a basic bookkeeping software package that specializes in providing invoices for very small businesses and freelancers. Launched in 2004, FreshBooks today offers cloud-based bookkeeping tools to manage invoices, payments, and expenses, and also to provide minimal time management.

The most important skill for CPAs — and machines

To succeed in the age of artificial intelligence (AI), CPAs must be taught new ways to learn and must learn why machine learning means they should be patient with AI. Find out more in Part 2 of our annual Accounting Technology Roundtable podcast.

What CPAs need to know to succeed in new tech age

The Paul Reveres of accounting have been on their horses for the past couple of years, crying out that technologies such as AI and blockchain are set to invade the profession. “The robots are coming! The robots are coming!” Very well, but what should CPAs be doing about it? Find out in Part 1 of our annual Accounting Technology Roundtable.

SPONSORED REPORT

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.