Practice management

Why patience is important with AI

In Part 2 of our annual accounting technology roundtable, our experts explore aspects of artificial intelligence, including what CPAs can realistically expect from initial AI implementations.

When choosing technology, put clients first

Evan Carroll, an author and the founder of Evan Carroll and Associates, shares his philosophy for choosing the technology that can help you improve relationships with your clients.

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.

The human skill CPAs need to leverage technology

As technology provides more and more real-time business information, CPAs will have the opportunity to provide valuable business advice to clients. To do that, however, CPAs need to ask the right questions of the right people to understand how the client’s business really functions, advises Amy Vetter, CPA/CITP, CGMA, CEO, The B3 Method Institute.

Don’t be scared of the robots; embrace them

While some view robotics and automation as a threat to accounting jobs, technology expert Amy Vetter, CPA/CITP, CGMA, sees these technologies helping accountants do their jobs more efficiently and effectively.

CPAs’ route to high-tech starts in the cloud

The ability to access data and applications through the internet is essential for CPAs and their employers to leverage technology advances such as robotic process automation, artificial intelligence, and blockchain, explains technology expert Amy Vetter, CPA/CITP, CGMA, CEO, The B3 Method Institute.

12 common technology mistakes you should avoid

A typical technology review can uncover dozens of technological shortcomings at your organization. This article describes 12 common shortcomings and offers advice for avoiding them.

Steve Palomino, CPA/CITP, CGMA

Defining the requirements and the measure of success is the first step in a successful technology overhaul, according to Steve Palomino, CPA/CITP, CGMA.

Building a state-of-the-art M&A target

A firm can enrich its value to prospective suitors by investing in a top-notch IT infrastructure and exhibiting a willingness to embrace new technologies.

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A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

FEATURE

Maximizing the higher education tax credits

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