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Information management and technology assurance

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.

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.

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.

Bob Glatz, CPA, CGMA

Getting ahead of the curve with data analytics and artificial intelligence can help accounting professionals succeed as trusted business advisers, according to Bob Glatz, CPA, CGMA.

Ergonomics: Ideas for a more productive workspace

You may want to consider the ideas in the following ergonomics checklist, which I developed based on years of sitting at other people’s desks while installing accounting software.

FROM THIS MONTH'S ISSUE

Multi-colored plus signs

Building a better CPA firm: Stepping up service offerings

A key step in business model modernization is determining how to implement services that satisfy clients and employees.

From The Tax Adviser

August 30, 2025

2025 tax software survey

August 30, 2025

Are you doing all you can to keep the cash method for your clients?

July 31, 2025

Current developments in S corporations

July 31, 2025

Paid student-athletes: Tax implications for universities and donors