Technology September 28, 2026
Token Limits Are Creating a Shadow AI Problem for Accounting Firms
When a firm's AI tool hits its usage cap mid-deadline, staff often turn to free consumer tools. Here is how to protect client data first.
Advisory September 21, 2026
Who’s Really Watching Your Firm’s Data? A Guide to Employee Activity Monitoring for CPA Firms
Firms need a written policy, paired with the technical controls to back it up, and reviewed at least once a year.
Firm Management September 10, 2026
The Audit Trail Your Firm Can’t Afford to Be Missing
Why audit logging is a firm-wide issue, not just an IT one.
Technology September 10, 2026
Stop Paying Rent on a Fax Machine
How accounting firms can cut costs and speed up document handling by moving to digital fax.
Firm Management August 31, 2026
How Accounting Firms Can Protect Against the Rising Threat of Vishing
Accounting and CPA firms hold exactly the kind of data that makes them an attractive target.
Firm Management August 17, 2026
Standing Desks, Ergonomics, and What It Means for Accounting Firms
For firms managing tight deadlines during filing season, an ergonomics review is a low-cost, high-leverage way to protect staff capacity when it matters most.
Firm Management August 10, 2026
Why Root Cause Analysis Deserves a Permanent Place in Your Firm’s Incident Response Plan
Root cause analysis works best when it's treated as a standing part of incident response rather than an occasional deep-dive reserved for major breaches.
Firm Management August 3, 2026
Your MFA Might Not Be the Safety Net You Think It Is
A newer phishing technique is bypassing multi-factor authentication without cracking a single password — and accounting firms are a natural target.
Financial Reporting July 17, 2026
Federal Cybersecurity Mandate Suspended: What the CMMC Pause Teaches Firms About Protecting Client Data
A stalled defense compliance program offers a timely lesson for accounting and tax practices.
Taxes July 12, 2026
What the 2026 ‘Protect Your Clients; Protect Yourself’ Campaign Means for Your Firm this Summer
Get ready for next tax season with a real security program instead of a folder that only gets opened when an audit demands it.
Firm Management July 6, 2026
Why Accounting Firms Should Rethink Hardware Timelines as Computer Prices Climb
A global memory chip shortage is driving computer prices sharply higher, and the increase is not expected to be short-lived.
Auditing June 30, 2026
Clients Who Wait for a Financial Audit Notice Pay Far More Than the Engagement Fee
There are practical steps that hold up well regardless of which regulatory framework applies to a given client.
Contributors
Amy Vetter
CPA, CITP, CGMA
Becky Livingston
Accounting & AI Marketing Consultant
Brian Tankersley
CPA, CITP, CGMA
Garrett Wagner
CPA, CITP, CEO and Founder of C3 Evolution Group
Jim Boomer
CPA, CITP, CEO
Ken Berry, JD
CPA Practice Advisor Tax Correspondent
Kristy Short, Ed.D.
Accounting Content Specialist
Mary Girsch-Bock
Contributing Writer
Randy Johnston
MCS, MCP
Roman Kepczyk
CPA, CITP, CGMA
