Xero

Xero's Finally Doing Traditional Bank Recs (and More). Is QuickBooks in Trouble?

Xero's Finally Doing Traditional Bank Recs (and More). Is QuickBooks in Trouble?

Xero unveils game-changing features at Xerocon Nashville, including traditional bank reconciliations, embedded bill pay, and AI capabilities. Learn how these updates stack up against QuickBooks and what they mean for the future of cloud accounting.

2018: The Year Cloud Accounting Passes the Tipping Point

2018: The Year Cloud Accounting Passes the Tipping Point

How many people does it take to make an idea go viral? It's lower than you might think. All it takes is 10% of the population to come around and change is inevitable. To learn how we've already passed that tipping point for cloud accounting technology, read my article in the July 2018 issue of California CPA Magazine.

New Survey Finds Accounting Teams Embrace Technology to Solve Hiring Challenges

New Survey Finds Accounting Teams Embrace Technology to Solve Hiring Challenges

Accountants are again taking a leadership role in their organizations with the adoption of cloud applications. According to FloQast’s new survey of accounting and finance professionals, 85 percent of respondents are facing increased challenges in hiring and retaining talent, and technology adoption is a key strategy in attracting and retaining talent.

Read my review of Xero Projects on Accountex Report

Read my review of Xero Projects on Accountex Report

Xero Projects is a simple way for users to track time and expenses on projects or jobs within Xero. It’s designed for small businesses in service industries. Read my review of Xero Projects on Accountex Report. 

Xero releases "Ask in Xero HQ"

Xero releases "Ask in Xero HQ"

Now you can send queries directly to your client’s email address from within Xero HQ. Each query is stored within Xero HQ along with your client responses and any attachments, making multiple records, emails and notes a thing of the past. Ask will be available to all Xero HQ users from the end of this month.

Highlights from Accountex USA

Highlights from Accountex USA

Here are the highlights from my experience at Accountex USA 2017 in Boston, Massachusetts. Featuring Daymond John of Shark Tank fame, Randi Zuckerberg, former spokesperson for Facebook, and the most innovative accountants and bookkeepers in the profession today.