Dext Accounting Software 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

Dext vs. QuickBooks: A CPA’s Take on How These Platforms Complement Each Other

If you’ve spent any time in the accounting trenches, you already know that the Dext vs. QuickBooks debate is a trick question.  It’s not like we’re comparing Coca-Cola and Pepsi here… It’s more like comparing a truck and a trailer. QuickBooks Online is a ledger, while Dext is the attachment that turns it into a … Read more

The Best Mass Payout Solutions for Digital Businesses: My Thoughts as a CPA

Best Mass Payout Solutions for Digital Businesses

Let’s talk AP… the least sexy part of running a business. You have to pay your vendors, your contractors, your rent, your utilities — and it seems like all of this comes from your hard-earned cash. It’s also a headache that demands attention, because it’s where things can start to slip through the cracks and … 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

Best Accounting Software for Medical Spas in 2025: A CPA’s Perspective

Best Accounting Software for Medical Spas

As a CPA, I typically advise my SMB clients on what business tools they can use to make their lives easier, save money, and reclaim precious time. And while I mainly focus on accounting software and back-office tools, I’ll occasionally recommend certain front-of-house platforms that are particularly good at flowing data to the financials — … 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

Switching from Puzzle: Accounting Alternatives Worth a Serious Look in 2025

Puzzle Accounting Alternatives

If you’re reading this, odds are you already know that Puzzle.io is not just “Excel with a bank feed.” It’s a modern, AI-leaning general ledger that does a great job on revenue recognition, variance analysis, and real financials without the month-end circus. But no tool is perfect for every stack. Maybe your firm wants an … Read more

Digits vs. Zeni: From Bank Feed to Close

Digits vs. Zeni

Today, we have a cage match for you: On one side, Zeni shows up with an out-of-the-box, AI-powered finance team. On the other hand, Digits brings an AI-native ledger that wants to run your books while you sleep. Both promise clean categorization, fast closes, and dashboards that don’t need a PhD to take advantage of. … Read more

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