CPA

Firm Management August 11, 2026 

To transition a practice from general compliance to specialized advisory, firm leaders must first insulate themselves from low-value administrative friction.

CPA, Rachel Farris, CPA

Firm Management July 29, 2026 

When we vet an AI tool, we ask for the SOC 2 report. We check whether it trains on our data. Good instincts, but the wrong question.

CPA, Sam Leon

Taxes April 7, 2026 

Before you file another return this week, pull one off the stack and run it through this checklist- you will likely find thousands in savings your software missed.

CPA, Jackie Meyer, CPA

Firm Management February 23, 2026 

For lots of accounting firms, AI adoption has unfolded gradually through implementation of a variety of tools that primarily deliver efficiency in focused and meaningful ways.

Bruce Zicari, CPA

Tax Planning February 18, 2026 

H.R.1, the One Big Beautiful Bill Act, made several changes to the tax rules for charitable contributions, including a new charitable contribution deduction for non-itemizers effective starting in 2026.

CPA, JD, LLM, Mark A. Luscombe, JD, LLM, CPA

Small Business January 14, 2026 

The gap between what your clients need to hear and what you're willing to say could be costing them thousands.

CPA, Matthew Patrick

Advisory June 25, 2024 

For firms, the continuum represents a proven, strategic roadmap to achieve modern status and thrive in the digital era.

CGMA, CITP, CPA, Darren Root