• Artificial Intelligence

    Tame the Chaos

    April 15, 2026

    Organize Your Files Faster with AI’s Claude Cowork This article highlights a practical use case for Claude Cowork: organizing files in a way that saves time and reduces frustration. It explains how AI can help users sort through scattered documents, group related materials, improve naming consistency, and make important information easier to find. Rather than spending valuable time digging through folders and disconnected files, professionals can use Claude Cowork to create a more structured, searchable, and useful file system. The article is designed as a quick introduction and pairs with an external resource for readers who want to see the…

  • Artificial Intelligence

    Excel Just Got Smarter

    April 1, 2026

    How to Add Claude to Your Spreadsheet Workflow This article highlights a video resource showing how to add Claude to Excel and start using AI directly inside a familiar spreadsheet environment. The topic is especially relevant for professionals who want faster ways to summarize data, generate formulas, organize information, and reduce repetitive spreadsheet tasks. The video’s core promise is that users can bring the benefits of Claude’s AI model into Excel, opening the door to a more efficient workflow for analysis and reporting. Excel has long been one of the most widely used tools in business, but AI is changing…

  • Artificial Intelligence

    Copilot Confusion

    March 11, 2026

    Figuring Out if Your M365 Licensing is Ready for AI Microsoft Copilot is rapidly becoming one of the most talked-about AI tools in the workplace, but many organizations discover that enabling it is not as simple as flipping a switch. The biggest hurdle is often licensing. Different versions of Microsoft 365 include different capabilities, and not every plan supports Copilot. This article explains how to quickly determine whether your organization has the correct Microsoft 365 licensing for Copilot, what prerequisites are required, and how to identify gaps before attempting deployment. It also outlines the key licenses that are compatible with…

  • Practice Management - QuickRead Top Story

    AI Managed My Work Schedule for Two Weeks

    May 7, 2025

    and My Productivity Doubled How can one materially improve productivity in just two weeks? In this article, the author describes how she allowed artificial intelligence to start managing her work schedule. What happened next surprised her: the author gained nearly two hours a day and doubled her weekly task completion rate. I am a single mom with two kids under three years old. I work full-time as a forensic accountant and economic damages analyst. I also own several rental properties—most of which are under construction at any given time—and I serve as my own general contractor. That means I juggle…

  • Practice Management - QuickRead Top Story

    How to Measure the Success of Your Hybrid Work Model

    May 31, 2023

    Selection of Metrics to Measure Success Over the past years, companies have adopted a hybrid work model, that is an alternative to the Monday through Friday 9:00–5:00 in-office model. What hybrid model works best? This article discusses the emergence of the hybrid work model and metrics applied to test the model. With 74% of U.S. companies transitioning to a permanent hybrid work model, leaders are turning their attention to measuring the success of their hybrid work model. That is because there is a single traditional office-centric model of Monday–Friday 9:00–5:00 in the office, but many ways to do hybrid work.…

  • Healthcare - QuickRead Top Story

    Fair Market Value Considerations for Rural Health Clinics

    August 14, 2019

    Reimbursement Environment (Part III of V) The U.S. government is the largest payor of medical costs, through Medicare and Medicaid, and has a strong influence on healthcare reimbursement. In 2017, Medicare and Medicaid accounted for an estimated $705.9 billion and $581.9 billion in healthcare spending, respectively. The prevalence of these public payors in the healthcare marketplace often results in their acting as a price setter and being used as a benchmark for private reimbursement rates. This is particularly true for RHCs, which tend to serve a disproportionately large Medicare population. This third installment in the five-part series on RHCs will…

  • QuickPress

    Smashing the Barriers to Employee Engagement

    April 24, 2019

    Firms may boost productivity and satisfaction by taking actions on three fronts. There is a disconnect when it comes to what business leaders say about employee engagement and what the employees themselves say they are experiencing. To read the full article in the Journal of Accountancy, click: Smashing the Barriers to Employee Engagement.

  • QuickPress

    Apps to Help You Focus Online

    October 31, 2018

    I’ll get this assignment started as soon as I’ve checked Facebook. And Instagram. And Gmail. Oh, is it time for lunch already? Sound familiar? Most people arrive at work with good intentions, planning to be productive, collaborative, and successful, according to Greg Dewald, chief executive of Bright!Tax. “In the internet age, though, this can actually be a big challenge, as we are constantly bombarded with social signals and alerts that divert our attention,” he said. To read the full article in Financial Management, click: Apps to Help You Focus Online.

  • QuickPress

    How to Speak up More at Work

    September 5, 2018

    Assertiveness can help improve your productivity and career opportunities.  No one can hear your idea if you’re only thinking it.  Many people are content to stay in a comfortably passive nest in the workplace, rather than assert themselves.  But even reserved people have good reason to speak up, for both themselves and the companies they work for. To read the full article in the Journal of Accountancy, click: How to Speak up More at Work.

  • QuickPress

    How to Create More Quality Family Time

    April 2, 2018

    The world is more hectic than ever.  Busy professionals often struggle to escape the career treadmill, and omnipresent technology keeps us working around the clock.  Dinnertimes eaten up by e-mails and weekends lost to client calls create a costly intrusion.  When free time becomes scarce, family activities frequently get moved down the to-do list. To read the full article in the Journal of Accountancy, click: How to Create More Quality Family Time.

  • QuickPress - Valuation/Appraisal

    Want to Kill Innovation at Your Company? Go Public. —WSJ, ABJ: Citing Stanford Business School Study

    January 15, 2013

    Innovation Decreased by 40% at Technology Companies After They Went Public, Finds Stanford Graduate School of Business Study Leslie Kwoh at the Wall Street Journal reports that while many tech entrepreneurs dream of taking their companies public, they may want to think twice.  While public offerings raise cash, new research suggests that IPOs can also result in stunted innovation at technology firms.   Here’s more:

  • Practice Management - QuickPress

    12 Metrics All CPAs Should Track —AICPA Insights

    January 9, 2013

    Consider Lifetime Client Value, Cost of Client Acquisition, and Retention Rate Is your CPA firm making the most of current relationships and doing all it can to expand into new ones?   While there are many metrics CPA firms use to evaluate quantitative performance, AICPA Insights suggests 12 metrics than can provide more qualitative feedback. These metrics can help CPA firms measure their reach with clients and provide insight into how well processes already in place are helping to identify opportunities with clients.

  • Mergers and Acquisitions/Exit Planning - QuickRead Featured

    Why Company Culture Matters to Business Value

    August 8, 2012

    Shared Values and Employee Practices Drive Increased Productivity, Loyalty, and Best Customer Service The shared values and practices of employees in a company have real value that can be just as critical to a company’s success as its physical assets and market potential. Employees who passionately enjoy their work tend to be more productive, have increased employer loyalty, and offer better customer service. Over time, these factors can build or destroy a company. Here’s how.