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Docyt Launches an AI Bookkeeper for SMBs

CPA Practice

Docyt, a provider of AI-driven accounting automation technology, unveiled an AI bookkeeper called GARY ( G enerative A ccounting R etrieval s Y stem) for small and medium-sized businesses (SMBs). The AI bookkeeper also integrates with QuickBooks, which gives SMBs the ability to use AI without abandoning their existing financial workflow.

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How Bookkeepers & Accountants Can Overcome Imposter Syndrome

Nancy McClelland, LLC

The inspiration for the episode came when I heard Adam speak on Veronica Wasek’s 5-Minute Bookkeeper Facebook group (a must-follow if you’re a bookkeeper, in my opinion). I also shout-out colleagues Hope Brown , the Tax-Minded Bookkeeper, and Mariette Martinez of Master Your Books.


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Basis 365 Relaunches Bookkeeping Plan for Startups and Simple Businesses

Basis 365

Recognizing this, Basis 365 has relaunched its Bookkeeping plan , designed specifically for startups and simple businesses. This plan aims to provide streamlined, efficient, and cost-effective bookkeeping services. What are Bookkeeping Services?

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Celebrating Global Bookkeeping Week


It’s Global Bookkeeping Week, an annual tradition that recognises bookkeepers from all corners of the globe and a worthy cause for celebration at Xero. From 6-10 November 2023, this dedicated week will see tens of thousands of bookkeepers take a moment to reflect on their incredible contributions to the small business community.

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How to Elevate Your CPA Services and Grow Your Business

With Fincent, you can focus on high-value services while we handle the day-to-day bookkeeping tasks. Our platform provides real-time financial reports, cash flow tracking, automated posting of banking transactions to reduce errors, and powerful search capabilities.

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Don't Let The Numbers Lie: Detecting And Preventing Bookkeeping Fraud

Randal DeHart

Unsurprisingly, the highest-risk employees for fraud have trusted roles in financial services: Accounts Payable, Accounts Receivable, accounting, and bookkeeping. Identifying warning signs of potential employee fraud is crucial for maintaining your company's financial health and integrity.

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Building On Solid Ground: Your Construction Bookkeeping Foundation

Randal DeHart

You do this through bookkeeping, the process of recording transactions in your business. However, neglecting proper bookkeeping can significantly impact the growth and success of your construction business. This includes transactions, credit card charges, and any other economic activity within your company.

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Rethinking the Concept of the Employee: How Outsourcing Can Help Grow Your Accounting Business

Speaker: Dixie McCurley, Principal, Digital Advisory at Cherry Bekaert LLP

The very mention of the word "Outsourcing" is enough to send shivers down the employee spine. However, this gut reaction - while understandable - is merely based on misconceptions. Outsourcing does not necessarily mean mass layoffs and transplanting offshore.

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10 Pragmatic Guidelines to Inspire Trust in Your Accounting Firm During COVID Times

Speaker: Javier Goldin, Managing Partner at Goldin Group LLC

The accounting profession has been moving from transactional to advisory work. Advisory work is based on relationships and an ongoing dialogue. The pandemic has forced many firms into a remote environment. The implicit trust of a face-to-face interaction is gone.

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Managing Security Issues with a Remote Workforce while Continuing to Grow Your Practice

Speaker: Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown

Accountants are the “Trusted Professionals.” As trusted professionals, clients “expect” us to deploy best practices around privacy and security. Most importantly they count on us to protect their data that they entrust to us. The recent pandemic forced change onto our profession.

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Change Your Mindset: The Key to Growing Your Accounting Practice

Speaker: David Bergstein, Chief Innovation Officer at Bergstein CPA

In the accounting profession, the post-COVID business model is surely on everyone's minds. Unmistakably, the way to forge ahead will look different than in years past. The biggest mistake that a majority of companies are making in regard to growth is holding onto old conventions, paradigms, and practices.

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Crafting Your Accounting Innovation Strategy

Speaker: Donny C. Shimamoto, CPA.CITP, CGMA

Tired of everyone telling you that you need to modernize your accounting operations, but not telling you how to actually do it?

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Simplify Your Business Finances with Dedicated Bookkeeping Services

Managing bookkeeping and tax can be challenging for businesses of all sizes. With personalized, dedicated bookkeepers and controllers, our platform ensures accurate monthly books and financial statements delivered by the 10th business day of each month.

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4 Steps to Building Your Client Advisory Services Practice With Passion & Purpose

Speaker: Amy Vetter, CEO of The B3 Method Institute

You’re passionate about what you do and that’s why you started or lead a client advisory practice. Combining your passion and your business can be both exhilarating and a struggle. Many professionals stumble into starting an advisory practice because of what they love to do.