Accounting, AI, Ecommerce

How to Find the Best Accounting Software & Tools

I guess you’ve witnessed how ecommerce has been growing exponentially over the past couple of years.

This trend, as a matter of fact, is expected to continue picking up steadily- at a rate that will see ecommerce retail sales in the U.S hitting $735 billion by 2023.

Quite remarkable, I must say. But, in case you haven’t heard the news yet, it’s not just the online sales process that has been transforming progressively. Ecommerce, combined with modern tech, has also triggered increased growth of what’s reportedly recognized as the world’s oldest professional field- accounting.

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A CPA’s Thoughts on Alternatives to Now CFO

A CPA’s Thoughts on Alternatives to NOW CFO

 Whether you are an e-commerce merchant scaling past your first eight figures or a construction firm managing a complex web of subcontractors and progress billings, there comes a point where the numbers stop being a scoreboard and start becoming a bottleneck. As a CPA, I’ve seen this movie before. You start with a local bookkeeper. ... Read more
Puzzle vs. Finaloop: A CPA’s Thoughts

Puzzle vs Finaloop: A CPA’s Thoughts

In the rapidly maturing landscape of 2026 financial technology, the traditional, monolithic accounting software of the previous decade have been replaced by specialized, AI-driven operating systems. For modern founders, the choice is no longer between QuickBooks and Xero, but rather between high-velocity specialized platforms that promise to turn the back office into a strategic asset. ... Read more

How to Scale Finance Operations

Growth feels great until the finance engine starts to stall. At first, finance is simple. You send invoices, pay bills, run payroll, and check the bank balance. A bookkeeper keeps things tidy. Your CPA files taxes. You look at profit and think, “We’re good.” Then you hire more people. You add products. You open a ... Read more
Best Financial Reconciliation Tools for CFOs

Best Financial Reconciliation Tools for CFOs

Let’s immediately cut to the chase. Trust is the only currency that matters in a boardroom. If you can’t trust your numbers, then what are you doing in front of the people you probably owe a ton of money to? For a CFO, the speed of a month-end close is a vanity metric if the ... Read more
Best Software for Revenue Recognition Automation

The Best Software for Revenue Recognition Automation

Let’s talk about something that is mind-numbingly boring but SUPER important: revenue recognition.  Recognizing revenue can be extremely tricky, having to follow specific accounting standards like ASC 606 if you want to ensure that financial statements reflect the true health of a business. I believe that as much of it as possible should be automated. ... Read more
How to Sync Gusto Payroll With Accounting

The Hidden Cost of Payroll: Why Gusto and Your Accounting Software Often Clash

Payroll is rarely just about paying employees. For a founder, payroll can be the single largest data export in the business — a dense collection of liabilities, tax obligations, and cash outflows. Most teams start with Gusto because it handles the complexity of local tax filings and direct deposits with ease. However, this can later ... Read more
Best Accounting Software for Brex Integration

The Best Accounting Platforms That Integrate With Brex: A Comprehensive Guide for High-Growth Startups

In the modern financial ecosystem, the role of a corporate card has evolved far beyond a plastic rectangle used for office supplies and client dinners. For the contemporary startup, a platform like Brex serves as the primary nervous system for spend management, providing credit lines, expense tracking, and treasury services tailored to the needs of ... Read more

Ultimate Guide to Accounting Software for Startups

Launching a startup comes with countless responsibilities, and managing finances efficiently tops the list. As a CPA, I think good accounting software tailored specifically for startups can simplify complex tasks, enhance accuracy, and provide valuable insights for decision-making. After all, that’s really all accounting is; gathering information (typically finance-related) and organizing it in a way ... Read more
Best AI Tools for Bookkeeping Automation

Best AI Tools for Bookkeeping Automation: A CPA’s Perspective

If you’ve read my content before, you know my philosophy on accounting: it’s the vegetable eating of the business world. No one’s passionate about categorizing Uber receipts or reconciling bank feeds. They do it because they have to — for taxes, for investors, and to keep the lights on. These days, however, a lot of ... Read more

Dext Review: A CPA’s Take on a Multi-Faceted Bookkeeping Aid

Dext is what happens when you take the worst part of bookkeeping (chasing receipts, keying invoices, decoding random Amazon purchases, etc.) and hand it to software that actually knows what a chart of accounts is.  For firms and growing businesses, this can give you hours back. For small teams or price-sensitive clients, the cost and ... Read more
Dext vs. QuickBooks: A CPA’s Take on How These Platforms Complement Each Other

How Dext & QBO Work Together: A CPA’s Take on a Holistic Bookkeeping Stack

Comparing Dext and QBO is much like comparing a truck and a trailer.  QuickBooks Online is a ledger, while Dext is the attachment that turns it into a proper workhorse for documents, expenses, and data quality. As a CPA who lives in QBO every day, they’re more like a stack rather than substitutes for each ... Read more
Best AI Accounting Software for Startups

Best AI Accounting Software for Startups

Most founders can relate to the feeling of excitement and optimism that comes with starting a business. But once you’re in the weeds with messy day-to-day operations, it’s not all sunshine and rainbows — especially the finances. If you’re looking to secure funding from investors, you’ll need proper financial management, including compliance with tax laws ... Read more

The Best Accounting Software That Integrates with Ramp: a CPA’S Guide

Finding the right accounting software that integrates with Ramp can be the difference between a finance stack that runs itself and one that creates more work than it saves. If Ramp is your spend nerve center, your accounting system is the brain stem that either passes clean data or pure noise.  The good news is ... Read more

A CPA’s Guide to the Best Accounting Software That Integrates with Mercury

Mercury is a fintech platform that provides modern business banking without the branch. It’s not a bank itself; it simply works with partner banks to offer FDIC-insured checking and savings, corporate cards, and a growing suite of tools for bill pay, invoicing, treasury, and spend management. Overall, it’s pretty versatile and not a bad way ... Read more

The Best Revenue Recognition Software

On paper, revenue recognition is simple enough: It’s just recognizing revenue when you actually deliver value to the customer, rather than when the cash hits the bank. But in practice, it means: You can brute-force this with spreadsheets and generic ledgers for a while, but as you grow, your rev rec workbook turns into a ... Read more
NotaryCam Review

NotaryCam Review: From a CPA Who Notarizes Too Much

Online notarization has gone from a weird pandemic workaround to just how everyone signs stuff now. And if you handle real estate closings, loan docs, powers of attorney, or HR paperwork across state lines, you’ve almost certainly bumped into NotaryCam in that shift. To me, it’s like DocuSign, where everyone was originally super hesitant to ... Read more

A CPA’s Thoughts on Alternatives to NOW CFO

Puzzle vs Finaloop: A CPA’s Thoughts

How to Scale Finance Operations

Best Financial Reconciliation Tools for CFOs

The Best Software for Revenue Recognition Automation

The Hidden Cost of Payroll: Why Gusto and Your Accounting Software Often Clash

The Best Accounting Platforms That Integrate With Brex: A Comprehensive Guide for High-Growth Startups

Ultimate Guide to Accounting Software for Startups

Best AI Tools for Bookkeeping Automation: A CPA’s Perspective

Dext Review: A CPA’s Take on a Multi-Faceted Bookkeeping Aid

How Dext & QBO Work Together: A CPA’s Take on a Holistic Bookkeeping Stack

Best AI Accounting Software for Startups

The Best Accounting Software That Integrates with Ramp: a CPA’S Guide

A CPA’s Guide to the Best Accounting Software That Integrates with Mercury

The Best Revenue Recognition Software

NotaryCam Review: From a CPA Who Notarizes Too Much

Latest on Accounting, AI, Ecommerce

A CPA’s Thoughts on Alternatives to Now CFO

A CPA’s Thoughts on Alternatives to NOW CFO

Photo of author

By Jonathan Reich

 Whether you are an e-commerce merchant scaling past your first eight figures or a construction firm managing a complex web of subcontractors and progress billings, ...

Puzzle vs. Finaloop: A CPA’s Thoughts

Puzzle vs Finaloop: A CPA’s Thoughts

Photo of author

By Jonathan Reich

In the rapidly maturing landscape of 2026 financial technology, the traditional, monolithic accounting software of the previous decade have been replaced by specialized, AI-driven operating ...

How to Scale Finance Operations

Photo of author

By Jonathan Reich

Growth feels great until the finance engine starts to stall. At first, finance is simple. You send invoices, pay bills, run payroll, and check the ...

Best Financial Reconciliation Tools for CFOs

Best Financial Reconciliation Tools for CFOs

Photo of author

By Jonathan Reich

Let’s immediately cut to the chase. Trust is the only currency that matters in a boardroom. If you can’t trust your numbers, then what are ...

Best Software for Revenue Recognition Automation

The Best Software for Revenue Recognition Automation

Photo of author

By Jonathan Reich

Let’s talk about something that is mind-numbingly boring but SUPER important: revenue recognition.  Recognizing revenue can be extremely tricky, having to follow specific accounting standards ...

Ultimate Guide to Accounting Software for Startups

Photo of author

By Jonathan Reich

Launching a startup comes with countless responsibilities, and managing finances efficiently tops the list. As a CPA, I think good accounting software tailored specifically for ...

Best AI Accounting Software for Startups

Best AI Accounting Software for Startups

Photo of author

By Amanda Devos

Most founders can relate to the feeling of excitement and optimism that comes with starting a business. But once you’re in the weeds with messy ...

The Best Revenue Recognition Software

Photo of author

By Jonathan Reich

On paper, revenue recognition is simple enough: It’s just recognizing revenue when you actually deliver value to the customer, rather than when the cash hits ...

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