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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  

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

October 24, 2026  

ClicData Launches MCP Server to Bring Trusted Business Data to AI Assistants for Midmarket Teams
U.S. Job Openings Rose Unexpectedly in April While Hiring Picked Up

Payroll June 3, 2025 

U.S. Job Openings Rose Unexpectedly in April While Hiring Picked Up

Available positions increased to 7.39 million from a revised 7.20 million reading in March, according to Bureau of Labor Statistics data published on June 3.

Pivot Payables Announces Availability of its Accounting Automation Application on Amazon Business App

Financial Reporting June 3, 2025 

Pivot Payables Announces Availability of its Accounting Automation Application on Amazon Business App

This integration gives Amazon Business account holders the ability to issue scenario-based virtual credit cards directly within PivotLynx, enabling pre-approved purchases and eliminating the traditional post-purchase reconciliation process.

Isaac M. O'Bannon

UHY Brings in Sabino & Co. in Missouri

Mergers and Acquisitions June 3, 2025 

UHY Brings in Sabino & Co. in Missouri

The top 30 accounting firm is adding to its presence in the St. Louis area by merging in CPA firm Sabino & Co., months after combining with another St. Louis-area firm, Botz Deal & Co.

Jason Bramwell

New Book Focuses on Mental Health for Accounting Pros

Accounting June 3, 2025 

New Book Focuses on Mental Health for Accounting Pros

Kristy Short writes about one of the most unspoken truths in our profession: that anxiety, depression, and burnout pervade today’s workplace.

Cherry Bekaert Adds Spicer Jeffries in Colorado

Mergers and Acquisitions June 3, 2025 

Cherry Bekaert Adds Spicer Jeffries in Colorado

The top 25 accounting firm has expanded its presence in the Rocky Mountain region after acquiring Spicer Jeffries, a Denver-based CPA firm that provides services to the securities industry.

Jason Bramwell

Withum Strikes a Deal With PKF Texas

Mergers and Acquisitions June 3, 2025 

Withum Strikes a Deal With PKF Texas

Withum announced on June 2 that Pannell Kerr Forster of Texas, a public accounting, tax, and business advisory firm based in Houston, has joined the top 25 firm. 

Jason Bramwell

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

Technology June 3, 2025 

EY Launches Global Design, Sales, Marketing and CX Offering: EY Studio+

EY Studio+ will combine the organization’s full spectrum of services with the world’s leading talent in design, sales, marketing and customer experience.

Isaac M. O'Bannon

wheelchair-1629490 pixabay kimkin_960_720

Financial Planning June 3, 2025 

Long Term Care and Financial Planning: AI’s Role in Solving an Age-Old Challenge

LTC remains one of the few unsolved wildcard scenarios in retirement planning due to these highlighted challenges. Its unpredictable nature forces both advisors and clients to contend with significant uncertainty.

Avalara Launches APIs for End-to-End 1099 and W-9 Compliance Automation

Small Business June 3, 2025 

Avalara Launches APIs for End-to-End 1099 and W-9 Compliance Automation

With Avalara’s new API advances, businesses can automate even more of the end-to-end process to achieve greater time savings and more efficient resource allocation, directly from an ERP, accounting, ecommerce or marketplace platform. Here’s how it works:

Isaac M. O'Bannon

paycheck-Pixabay-Shutterbeg75-g61aae17fc_1280

Financial Reporting June 3, 2025 

Checks are Surging Again and Causing Cash Flow Challenges

A 2025 AFP survey found that 91% of U.S. businesses still use checks, up from 75% the year before.

Rillet Raises $25M Series A from Sequoia Capital to Bring AI to Mid-Market Accounting

Accounting June 2, 2025 

Rillet Raises $25M Series A from Sequoia Capital to Bring AI to Mid-Market Accounting

This round, which comes 10 months after Rillet's last fundraise, includes existing investors First Round Capital, Creandum, Susa Ventures and top angels.

Isaac M. O'Bannon

Xero and Tallyfor Integrate to Streamline Business Tax Preparation

Small Business June 2, 2025 

Xero and Tallyfor Integrate to Streamline Business Tax Preparation

To enable accounting partners to experience these powerful benefits firsthand, Xero is offering 12 months of complimentary access to Tallyfor’s tax workflow tool.

Isaac M. O'Bannon

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