Jonathan Reich 
Handling payments manually felt like a necessary evil at some point. But platforms like Melio and QuickBooks Online changed that. They made payments easier. They transformed how businesses managed cash. As a CPA who’s spent years drowning in invoices, ledgers, and every type of financial headache imaginable, I experienced these changes firsthand. So, let’s break … Read more
You know what I despise as a CPA and a small business owner? I absolutely can’t stand doing an entire day of work, half a day of administrative work, and then checking the mailbox to be handed a giant stack of bills and statements to work on. It just seems like more work! And something … Read more
For many small businesses and freelancers, Wave Accounting was once a top contender in the world of free accounting software. Its super intuitive interface and budget-friendly price tag made it a favorite for those looking to manage finances without investing heavily in software or the time it takes to learn it. However, with Wave’s gradual … Read more
In the ever-evolving world of accounting software, business owners, accountants, and financial controllers are constantly on the lookout for tools that not only meet compliance needs but also simplify workflows and save time while offering deeper insights. Two platforms that serve very different user bases but are increasingly part of the same conversation are Wave … Read more
What even is a digital bill payment service? Businesses are more like people than most realize, in that they need to pay their bills just like us regular folks. Just like bad things happen if we don’t pay our rent on time, bad things happen to a business when it doesn’t pay its obligations. But … Read more
If you’ve spent any time in the online marketing sector, you’ll know the email warm up tools are specialized platforms designed to boost the reputation of new or inactive email accounts. These tools usually operate by gradually simulating real-life engagement with your content. This can include basic interactions like opening and responding to messages, as … Read more
In today’s fast-paced, convenience-driven market, customers expect to pay quickly, securely, and digitally. Whether you run a brick-and-mortar shop, provide mobile services, or operate entirely online, the ability to collect payments digitally is no longer optional—it’s required. For small business owners, the options can feel overwhelming. Over the years, I’ve helped small business clients choose … Read more
Xero has long been a staple in the cloud-based accounting world. It’s sleek, easy to use, and loaded with features that cater to most businesses. But as with most things, it’s not one size fits all. If you’re here, you’re probably looking for alternatives, and let me help you with the headache – as a … Read more
In the world of accounting software, two platforms that cater to vastly different ends of the market, FreshBooks and Puzzle.io, have caught the attention of business owners, bookkeepers, and CPAs. As a CPA myself, I believe both tools are designed to simplify financial management, but they reflect two very different philosophies in approach, functionality, and … Read more
FreshBooks has established itself as a popular accounting platform for freelancers and small businesses, and for good reason! It’s renowned for its intuitive interface, simplified invoicing, and breezy project management, which is attractive for people who don’t want to get lost in the numbers. However, despite its strengths, FreshBooks isn’t a one-size-fits-all solution. Companies with … Read more
The accounting software market is crowded, and there is no shortage of platforms designed for modern businesses. As a CPA that is constantly being badgered by friends, family, and potential clients who want to know what they should use to run their new business idea, I usually recommend QuickBooks and end the short conversation there. … Read more
QuickBooks Online has established itself as a reliable and robust accounting platform for small businesses, freelancers, and even mid-sized enterprises, and for good reason. It has an intuitive interface, comprehensive feature set, and strong brand recognition, which have made it the go to choice for many business owners. However, QuickBooks isn’t for everyone. Businesses seeking … Read more
In the ever-evolving landscape of accounting technology, businesses have numerous options when choosing software that meets their financial management needs. As a CPA, I’ve tried more accounting softwares than I care to admit, and I keep coming right back to “old reliable.” QuickBooks Online has long dominated the accounting software market, particularly among small to … Read more
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 … Read more
Let’s face it…accounting has never been the flashiest, most cutting-edge profession. But as our world changes and Artificial Intelligence becomes more mainstream, even the most traditional industries are getting a digital upgrade—including accounting. AI is streamlining tedious tasks, catching errors before they snowball, and helping professionals make smarter decisions faster. The best AI accounting software … Read more
When most people think of accounting software, Quickbooks is often the first name that comes to mind. Well, there’s a new contender worth paying attention to, especially as AI continues to reshape how we work. What many folks don’t realize is that Puzzle.io has quietly and quickly become one of the most AI-integrated platforms in … Read more