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Latest Articles

The 2026 AI Finance Stack 

Accounting October 6, 2026 

The 2026 AI Finance Stack 

73 tools worth knowing, how I would put them together, and the trends behind why finance teams are picking them.

Daniel Kivatinos

Featured Articles

October 25, 2026  

2026 Year-End Tax Planning Tips – How to Boost Your 2027 Income Tax Refund (Or Reduce What You Owe)

October 25, 2026  

Halloween Spending Expected to Hit $13.5 Billion

October 24, 2026  

A Corrected Tax Document Arrived After Review. What Needs to Reopen?

October 24, 2026  

Offer in Compromise, Installment Agreement or Currently Not Collectible: Helping Clients Pick the Right IRS Path

October 24, 2026  

MFA Fatigue is Real. Turning It Off is Not an Option for Tax and Accounting Firms
Tipalti Acquires Statement to Expand Its Treasury Offerings

Technology June 17, 2025 

Tipalti Acquires Statement to Expand Its Treasury Offerings

The finance automation platform said on June 17 that it has acquired Statement, an AI-native treasury automation solution that adds real-time, AI-driven cash intelligence capabilities to Tipalti.

Jason Bramwell

Powering Up at Intuit Connect: Feel the Transformational Experience and Register Today

Small Business June 17, 2025 

Powering Up at Intuit Connect: Feel the Transformational Experience and Register Today

One of the key focuses of the Intuit Connect conference is to offer expert advice on how to become a stronger leader and advisor so that you can transform your client relationships and ultimately your firm’s success. 

Bryan Cytron

Merger_sign

Firm Management June 17, 2025 

The Power of Geography and Size in CPA Firm M&A

Parties to a deal are well served by a thorough analysis and understanding of geography and size, especially in the current hyperactive climate.

Former Massachusetts CPA Admits to Bank Fraud Conspiracy That Cost Lenders Millions

Accounting June 17, 2025 

Former Massachusetts CPA Admits to Bank Fraud Conspiracy That Cost Lenders Millions

Christine Gendron, 61, whose CPA status expired in 2023, pleaded guilty in federal court on June 13 to participating in a conspiracy that prosecutors say obtained commercial mortgages for area properties using false information.

Senate GOP Tax Bill Would End Federal Taxes on Many Guns, Silencers

Taxes June 17, 2025 

Senate GOP Tax Bill Would End Federal Taxes on Many Guns, Silencers

Senate Republicans’ tax bill would eliminate federal taxes and regulations on short-barreled rifles, short-barreled shotguns, and silencers as well as preempt state or local licensing requirements in a win for gun-rights advocates.

 Wind, Solar Credits Set to End Early in Senate Republican Tax Bill

Taxes June 17, 2025 

Wind, Solar Credits Set to End Early in Senate Republican Tax Bill

Senate GOP released a bill that would end tax credits for wind and solar earlier than for other sources, and make only modest changes to most other incentives, dashing hopes of those seeking relief from major cuts passed by the House.

Cherry Bekaert Achieves Top 5 Hedge Fund Auditor Ranking Following Acquisition of Spicer Jeffries

Auditing June 17, 2025 

Cherry Bekaert Achieves Top 5 Hedge Fund Auditor Ranking Following Acquisition of Spicer Jeffries

Following the recent acquisition of the business of Spicer Jeffries LLP, Cherry Bekaert is now ranked first among middle-market accounting firms.

Isaac M. O'Bannon

 Senate Republicans Unveil Revised Tax Cuts and Debt Limit Bill

Taxes June 17, 2025 

Senate Republicans Unveil Revised Tax Cuts and Debt Limit Bill

The Senate's version of President Donald Trump’s signature economic package expands some tax breaks while raising the debt ceiling by $5 trillion, instead of $4 trillion in the House-passed measure.

The AI Paradox: It Helps Support Business Growth But Also Helps Fuel Fraud

Small Business June 17, 2025 

The AI Paradox: It Helps Support Business Growth But Also Helps Fuel Fraud

Businesses started in the last 12 months reported the highest levels of skepticism around AI, while established businesses were the most enthusiastic.

Isaac M. O'Bannon

Worker Burnout From Online Learning is a Compliance Risk, Expert Warns

Payroll June 17, 2025 

Worker Burnout From Online Learning is a Compliance Risk, Expert Warns

“When employees are drowning in mandatory training modules, they're not absorbing the information properly. That's when compliance becomes a real concern,” says Allan Murphy Bruun, founder of SimplerQMS.

 Survey: ‘Out of Control,’ ‘Pay Employees Better’ and Other Things Americans Say About Tipping

Small Business June 17, 2025 

Survey: ‘Out of Control,’ ‘Pay Employees Better’ and Other Things Americans Say About Tipping

If there’s one thing Americans can agree on, it’s confusion about tipping. But a Bankrate survey found that It seems we’re not throwing in the towel on tipping just yet.

Content-Marketing1

Advisory June 16, 2025 

Create Content That Hollers: Our Firm is #1

Your clients need content they value: tips and tricks to build a successful business (marketing hacks, entity selection tips, leadership best practices), insights on industry trends, and even the fun stuff (quizzes, lifestyle articles).

Kristy Short, Ed.D.

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