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Latest Articles

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

Featured Articles

April 17, 2026  

Last Chance to Vote in the 2026 Readers’ Choice Awards!

May 2, 2026  

If You Have a Flight Booked on Spirit Airlines … No You Don’t – Spirit Shuts Down Operations

May 1, 2026  

Tax Season Survival Index Measures the Human Cost of Tax Season on Professionals

May 1, 2026  

Canopy Launches Canopy Coworker

May 1, 2026  

Ramp Rolls Out AI Agents for Procurement
SoftLedger Launches Enhanced Bank Reconciliation Capabilities

Accounting April 23, 2025 

SoftLedger Launches Enhanced Bank Reconciliation Capabilities

SoftLedger, a provider of accounting software for multi-entity organizations, has added automation to further simplify the reconciliation process, enabling a faster monthly close.

Jason Bramwell

Canopy Secures $70 Million Series C to Unclunk Accounting Firms with AI 

Accounting April 23, 2025 

Canopy Secures $70 Million Series C to Unclunk Accounting Firms with AI 

Canopy has announced a $70 million Series C funding round. Viking Global Investors, a global investment firm with over $51 billion in capital under management–led the round.

Isaac M. O'Bannon

PCAOB Punishes NYC-Based CPA Firm and Managing Partner For ‘Substandard Audit Work,’ QC Violations

Auditing April 23, 2025 

PCAOB Punishes NYC-Based CPA Firm and Managing Partner For ‘Substandard Audit Work,’ QC Violations

Accounting firm Adeptus Partners was fined $75,000 and managing partner Howard Krant was sanctioned $50,000 on April 22 for breaking the rules during the audits of two technology companies.

Jason Bramwell

Bill Adds New Features for Procurement, AP, AR, Spend Management and Other Functions

Accounting April 23, 2025 

Bill Adds New Features for Procurement, AP, AR, Spend Management and Other Functions

Bill, the maker of a cloud-based management system for small and midsize businesses (SMBs), has added new procurement capabilities and several other meaningful innovations to help businesses and accountants take control of their cash flow.

Isaac M. O'Bannon

AuditFile Launches New AI Audit Agents Feature

Accounting April 23, 2025 

AuditFile Launches New AI Audit Agents Feature

The AI Audit Agents autonomously plan, execute, and follow up on audit tasks, while keeping the human auditor in control with real-time approvals and feedback.

Isaac M. O'Bannon

Ex-Treasury Secretary Says Trump ‘Attack’ on IRS Risks $1 Trillion Revenue Hit

Taxes April 23, 2025 

Ex-Treasury Secretary Says Trump ‘Attack’ on IRS Risks $1 Trillion Revenue Hit

Lawrence Summers said that the Trump administration’s moves to downsize the IRS, along with other changes, are likely to incentivize reduced tax-payment compliance.

Bill360 and printIQ Partner for AR Automation and Embedded B2B Payments

Financial Reporting April 23, 2025 

Bill360 and printIQ Partner for AR Automation and Embedded B2B Payments

The integration eliminates friction from financial operations in the print industry and enables businesses to get paid faster by directly embedding Bill360’s automated invoicing, payment acceptance, and receivables management into the printIQ platform.

Isaac M. O'Bannon

Vertex Invests $15 Million in AI Tax Compliance Startup Kintsugi

Technology April 23, 2025 

Vertex Invests $15 Million in AI Tax Compliance Startup Kintsugi

Terms of the agreement include a $15 million minority investment representing a 10 percent ownership interest, as well as IP sharing and a commercial arrangement.

Isaac M. O'Bannon

checklist1

Advisory April 23, 2025 

Stop Running in Place: 12 Competencies for Building a Future-Ready Firm

Where are you consistently noticing leadership gaps, process inefficiencies, or talent shortages? Those aren't just pain points—they're opportunities for ongoing growth.

Arianna Campbell

Financial Cents Adds New Billing Feature For Accounting Firms

Technology April 23, 2025 

Financial Cents Adds New Billing Feature For Accounting Firms

The billing feature enables firms to bill clients on time, follow up on invoices automatically, get paid faster, and improve AR turnover.

Jason Bramwell

cloud-computing1

Accounting April 22, 2025 

PwC and Google Cloud to Advance Strategic Alliance Deal to Transform Tax Compliance Services

The collaboration will leverage Google Cloud's broad AI and agentic AI abilities to increase the value that heads of tax and finance functions can deliver to their stakeholders.

Isaac M. O'Bannon

Millionaire Tax Would Generate About $400 Billion in Revenue

Taxes April 22, 2025 

Millionaire Tax Would Generate About $400 Billion in Revenue

A Republican proposal to tax income over $1 million at a 40% rate could generate around $400 billion over a decade, according to estimates from the Budget Lab at Yale and the Tax Foundation.

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