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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Best Mobile Accounting App for Founders

The Best Mobile Accounting Apps for Founders: A CPA’s Guide

Most accounting software was built for someone sitting at a desk with two monitors and an afternoon to spare.  However, most founders don’t work that way. They get hard questions when they’re in an Uber, in a hallway between meetings, or at 10 p.m. when the laptop is already closed. The answer to those questions ... Read more
Accounting Software for Shopify Sellers

The Best Accounting Software for Shopify Sellers

Shopify makes it deceptively easy to sell but deceptively hard to account for what you sold. What’s not immediately clear to new sellers is that a single payout hitting your bank account is not revenue — it’s gross sales, minus discounts, minus refunds, plus shipping income, plus sales tax you collected on behalf of a ... Read more
The Top Accounting Software That Works with AI Tools

The Top Accounting Software That Works with AI Tools

In recent years, the million-dollar question being asked of accounting software has been “does it have AI?” Most vendors these days have an easy “yes” answer waiting, so in my opinion, there are two narrower questions that are more important to ask.  First: Can the AI tools your team already opens every morning reach your ... Read more
How to Automate Deferred Revenue Schedules: From a CPA Who’s Done It

How to Automate Deferred Revenue Schedules: From a CPA Who’s Done It

Stop me if this sounds familiar: Somewhere on a shared drive, there’s a spreadsheet that controls a significant, material line on your balance sheet. It has a tab for each month, a formula column that’s archaic nonsense that no one currently employed understands, and a hard-coded cell from the quarter you closed a deal mid-month ... Read more

How to Improve Cash Flow for an E-commerce Business: What Merchants Need to Know

Your business might be profitable on paper, but if you don’t have enough cash on hand to pay your suppliers, you’re going to wind up in a tight spot. There are healthy cash management practices that every business can follow to keep a strong cash flow, like strategically utilizing credit or speeding up payment collection. ... Read more

Payment Gateway vs. Payment Processor: Understanding the Differences

Payment gateways and payment processors might sound similar, but each plays a distinct role in the payment collection process.  If you’re collecting card payments from customers, you already have both systems in place, even if you’re unaware of it. Here’s what you need to know.  Bottom Line Up Front If you want the short version, ... Read more
Best Vendor Payment Tool for Bookkeepers and Accounting Firms

A CPA’s Take on the Best Vendor Payment Tools for Bookkeepers and Accounting Firms

Bill pay platforms sit between your client’s vendor invoices and the money that pays them. They capture the bill, route it for approval, move the funds by ACH/check/card, and push the entry back into the ledger so no one is keying it twice. For a business owner paying their own vendors, picking one is a ... Read more
Best Accounting Software for E-Commerce Founders

The Best Accounting Software for E-Commerce Founders: My Experience As a CPA

Most accounting software was built for a business that sends an invoice and waits to get paid. As we all know, e-commerce does not work that way. You sell through a storefront, a marketplace, a social channel, and maybe a wholesale portal, and each one settles on its own schedule, nets its own fees, and ... Read more
KPIs for Measuring Partner Success

The Affiliate Manager’s Guide to KPIs for Measuring Partner Success

As an affiliate manager, understanding the most important key performance indicators (KPIs)  tied to your brand’s affiliate program success can be a constant challenge. Between the inevitable ups and downs of partner churn to market shifts, to tracking…if you don’t have a solid understanding and system in place to manage the information, your bottom line ... Read more

How AI Close Works for Accountants

The month-end close has always been a pressure cooker. For most firms, it means a wall of reconciliations, journal entries, and checklists that stack up regardless of what else needs to be done.  The process hasn’t changed much in decades. The tools have gotten faster, but the workflow is still largely sequential, manual, and dependent ... Read more

Puzzle AI Close vs Digits

The month-end close has become the proving ground for AI in accounting, and several distinct takes have emerged on it. For example, Puzzle and Digits sit at opposite ends of the design spectrum. Both promise to compress a 10-day cycle into something closer to a rolling exercise, automating much of the close while still keeping ... Read more
Digits Accounting Software vs Docyt Accounting

Docyt vs Digits Accounting Software

Most accounting software comparisons are really arguments about time. Old system versus new system, desktop versus cloud, spreadsheet versus platform. This one isn’t. Digits and Docyt are both AI-native platforms, both launched in the last several years by venture-backed teams, both promising books that stay current instead of getting reconstructed in a panic three weeks ... Read more

Digits vs Bench: Accounting Software vs. Managed Bookkeeping

Every business needs books that are current and correct — not because anyone enjoys them, but because tax deadlines, diligence requests, or a lender asking what last quarter looked like all arrive assuming the work was already done.  While many SMBs start off with self-run QuickBooks and ad-hoc spreadsheets, there comes a point (often very ... Read more
The Fractional CFO Accounting Software Stack and the Top Ledgers That Belong in It

The Fractional CFO Accounting Software Stack and the Top Ledgers That Belong in It

The fractional CFO market has matured rapidly in recent years. What began as a stopgap for early-stage startups has evolved into a sophisticated professional service, with experienced operators managing portfolios of multiple clients simultaneously.  These aren’t bookkeepers running month-end close on a single set of books; they’re finance leaders who need to move at startup ... Read more
Fractional CFO vs Outsourced Controller

Fractional CFO vs Outsourced Controller: A CPA’s Take On The Difference

If your books are a mess, fix the foundation first. If your books are clean but you’re flying blind on what comes next, bring in the strategist. And if you’re at the point where comes a critical inflection point in the life of every company where the founding team realizes their current financial infrastructure is ... Read more
Why Is My Cash Forecast Always Wrong

Why Is My Cash Forecast Always Wrong? A CPA’s Take on a Classic Dilemma

There are few things more anxiety-inducing than looking at a cash flow forecast that promises a comfortable runway — only to log into the company bank account a week later and realize you’re staring at a completely different, much darker reality.  When this happens repeatedly, the spreadsheet ceases to be a tool for strategic decision-making ... Read more

The Best Mobile Accounting Apps for Founders: A CPA’s Guide

The Best Accounting Software for Shopify Sellers

The Top Accounting Software That Works with AI Tools

How to Automate Deferred Revenue Schedules: From a CPA Who’s Done It

How to Improve Cash Flow for an E-commerce Business: What Merchants Need to Know

Payment Gateway vs. Payment Processor: Understanding the Differences

A CPA’s Take on the Best Vendor Payment Tools for Bookkeepers and Accounting Firms

The Best Accounting Software for E-Commerce Founders: My Experience As a CPA

The Affiliate Manager’s Guide to KPIs for Measuring Partner Success

How AI Close Works for Accountants

Puzzle AI Close vs Digits

Docyt vs Digits Accounting Software

Digits vs Bench: Accounting Software vs. Managed Bookkeeping

The Fractional CFO Accounting Software Stack and the Top Ledgers That Belong in It

Fractional CFO vs Outsourced Controller: A CPA’s Take On The Difference

Why Is My Cash Forecast Always Wrong? A CPA’s Take on a Classic Dilemma

Latest on Accounting

How AI Close Works for Accountants

Photo of author

By Jonathan Reich

The month-end close has always been a pressure cooker. For most firms, it means a wall of reconciliations, journal entries, and checklists that stack up ...

Puzzle AI Close vs Digits

Photo of author

By Jonathan Reich

The month-end close has become the proving ground for AI in accounting, and several distinct takes have emerged on it. For example, Puzzle and Digits ...

Digits Accounting Software vs Docyt Accounting

Docyt vs Digits Accounting Software

Photo of author

By Jonathan Reich

Most accounting software comparisons are really arguments about time. Old system versus new system, desktop versus cloud, spreadsheet versus platform. This one isn’t. Digits and ...

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