Contributors

Small Business November 6, 2026 

This article focuses on Intuit’s U.S. product documentation. Features vary by subscription, services, region and rollout status.

Jamil Akhtar

Financial Reporting November 5, 2026 

The ultimate goal of finance is to be a function that doesn’t just report on the business, but helps lead it.

Alok Ajmera

Small Business November 5, 2026 

My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.

Salman Shawaf

Taxes November 5, 2026 

This basic strategy can result in a happy holiday season for the entire family.

Ken Berry, JD

Firm Management November 4, 2026 

For small accounting firms, marketing often becomes the thing that gets squeezed between client work and deadlines.

Adam Taylor

Firm Management November 4, 2026 

Firms that plan for 2027 before the holiday season give themselves a valuable head start over competitors.

Sangeeta Chhabra

Advisory November 4, 2026 

For firms receiving a client's books before tax preparation, “everything reconciles” should begin the review conversation. It should not end it.

Chanelle Romano

Advisory November 4, 2026 

The fix itself is unglamorous, which is exactly why it works and why it is worth explaining to clients in plain terms rather than as a process document.

Marcus Whitfield

Firm Management November 4, 2026 

Here are some insights on growth strategies and what to consider when planning CPA firm lifecycle transitions.

Rick Dennen

Advisory November 3, 2026 

Stop giving the best thinking away for free in hallways. Give it a name. Give it a shape. Give it a price.

Ella Williams

Taxes November 2, 2026 

How CPAs can help a client find the plan's Named Fiduciary, and sort out what has been outsourced from what hasn't.

Russell McNorton

Auditing November 2, 2026 

AI is one of the clearest examples: 90% of internal audit functions now use it, while 77% include AI assessments in their audit plans.

Jamey Loupe