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AI Tools for CPAs: Use Cases, Risks, and Professional Responsibilities 

AI tools for accountants are already embedded in workflows across public accounting and corporate finance. The question in 2026 isn’t whether to engage with it but how to do so without creating professional liability exposure.  For CPAs, the stakes around AI adoption go beyond productivity. The same tools that accelerate research, document review, and client communication also […]

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ChatGPT in the Accounting Profession: Applications and Implementation 

Accounting firms integrated ChatGPT into workflows at unprecedented speed. Nearly half of all CPA firms now deploy the generative AI platform, with documented time savings ranging from 8 to 19 hours weekly per trained employee. The technology handles routine data manipulation, generates programming code, and processes unstructured information while raising questions about data protection and professional oversight.  […]

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Top Trends in Continuing Professional Education for 2019

  Top Trends in Continuing Professional Education for 2019   Continuing professional education is a necessity for individuals who have either a credential and/or certification to maintain their ability to practice. Accounting professions, beyond certified public accountants, all have respective hours of CPE credits they must fulfill to maintain their ability to practice. Whether their […]

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QuickBooks Year End Questions & Answers

Since I frequently hear the same three questions about QuickBooks Desktop at the start of every new year, I thought I’d share these most-asked QuickBooks year end questions (and answers) with you! 1. How do I close the year in my QuickBooks file? Answer: You don’t! QuickBooks company files do not require or support a year-end […]

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