AT Think

In the context of accounts payable, generative AI can create text-based documents, such as invoices or purchase orders, by analyzing patterns and information from historical data.

The first half of 2023 saw a flurry of state and local changes, with governments relying more on indirect taxes as borrowing becomes more expensive and the cost of providing programs increases.  

Less than a month is a small window for an auditor to complete their work.

More than 10% of candidates for the CPA exam live outside the U.S.

Good marketing ideas do not wither with age.

The process requires time to think, plan and grow individually and as a firm.

Innovation is possible within the current framework, contends Blake Oliver.

NFPs may not be like the NFL, but they can borrow a page from the playbook to tackle operational and bookkeeping hurdles and score the ultimate touchdown: accomplishing their mission.

There will always be both business owners and individuals who drag their feet on different elements of their financial planning.

If clients don't know what their future selves look like, they can't finish the planning process. That's where you (and behavioral finance) come in.