Accounting

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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Finaloop Alternatives

The Top Finaloop Alternatives in 2026: A CPA’s Perspective

In recent years, I’ve watched the monthly close evolve from a standard operating procedure into a liability.  These days, a month is an eternity. Founders who wait until the 15th of the following month to see a report of their previous month’s performance are effectively flying a jet by looking at a map of where ... Read more
Pillar Advisors Review: A CPA’s Deep Dive

Pillar Advisors Review: A CPA’s Deep Dive

I’ve always had a bit of a bone to pick with the way accounting is typically sold to small businesses.  Most founders start out thinking they just need someone to do the taxes or keep the books clean, but I’ve seen time and again how that line of thinking leads to a major blind spot. ... Read more
Outgrowing Your Bookkeeper: When "Keeping the Books" Isn’t Enough to Keep the Business

Outgrowing Your Bookkeeper: When “Keeping the Books” Isn’t Enough to Keep the Business

In the early days of a business, accounting is mostly about survival. You’re either hacking together a QuickBooks chart of accounts at night or relying on a part-time bookkeeper to keep transactions flowing and taxes filed. That’s good for lean teams, manageable volume, and “success” defined by positive cash at month’s end. But growth changes ... Read more
The Strategic Lever No One Talks About: Best Month-End Close Outsourced Partners for 2026

The Strategic Lever No One Talks About: Best Month-End Close Outsourced Partners for 2026

If you’ve ever sat in a boardroom (or a Zoom room) trying to explain why the final numbers from three weeks ago just changed by 15%, you know the pain of a broken month-end close. As a CPA, I’ve had this awkward conversation more than I should. I’ve also seen the difference between a set ... Read more
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 Top Finaloop Alternatives in 2026: A CPA’s Perspective

Pillar Advisors Review: A CPA’s Deep Dive

Outgrowing Your Bookkeeper: When “Keeping the Books” Isn’t Enough to Keep the Business

The Strategic Lever No One Talks About: Best Month-End Close Outsourced Partners for 2026

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

Latest on Accounting

Pillar Advisors Review: A CPA’s Deep Dive

Pillar Advisors Review: A CPA’s Deep Dive

Photo of author

By Jonathan Reich

I’ve always had a bit of a bone to pick with the way accounting is typically sold to small businesses.  Most founders start out thinking ...

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 ...

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