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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
PKF O’Connor Davies Adds Rainer & Co. in Pennsylvania

Mergers and Acquisitions June 2, 2025 

PKF O’Connor Davies Adds Rainer & Co. in Pennsylvania

The top 30 accounting firm said on June 2 it has acquired Rainer & Co., a regional CPA firm with offices in Newtown Square and West Chester in Pennsylvania. 

Jason Bramwell

High-Growth Accounting Firms Spend Twice as Much on Marketing, Study Finds

Marketing June 2, 2025 

High-Growth Accounting Firms Spend Twice as Much on Marketing, Study Finds

A recent study from the Association for Accounting Marketing and Hinge Marketing suggests a strong correlation between the level of marketing spend and revenue growth at accounting firms.

Jason Bramwell

 Santucci’s Pizza Owner Pleads Guilty to Tax Evasion, Hiding $4.8 Million in Income From IRS

Taxes June 2, 2025 

Santucci’s Pizza Owner Pleads Guilty to Tax Evasion, Hiding $4.8 Million in Income From IRS

Frank Santucci Sr., owner of Santucci’s Original Square Pizza, agreed to plead to two counts of tax evasion and two counts of filing false tax returns for failing to pay nearly $375,000 in taxes, federal court records show.

 Federal Job Applicants Will Be Quizzed on Trump’s Executive Orders

Payroll June 2, 2025 

Federal Job Applicants Will Be Quizzed on Trump’s Executive Orders

The Trump administration is adding four essay questions to applications for civil service jobs, asking applicants about their favorite executive orders and their commitment to government efficiency.

Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence

Advisory June 2, 2025 

Arax Investment Partners Acquires Schechter Investment Advisors, Increasing Midwestern Presence

This deal marks the latest expansion of Arax’s platform, which continues to deepen its presence in high growth markets across the United States through strategic partnerships with leading wealth management advisory teams.

Isaac M. O'Bannon

Wolters Kluwer Launches TeamMate+ AI Editor

Auditing June 2, 2025 

Wolters Kluwer Launches TeamMate+ AI Editor

The generative AI writing engine is designed to enable auditors to enhance the quality of audit documentation while ensuring data protection and safeguards.

Isaac M. O'Bannon

New Jersey Society of CPAs Names John M. Szczomak, CPA, as President for 2025-2026 

Firm Management June 2, 2025 

New Jersey Society of CPAs Names John M. Szczomak, CPA, as President for 2025-2026 

As NJCPA president, Szczomak plans to focus on the CPA pipeline challenges and encouraging more people to enter accounting as well as mentoring the younger generation.

Isaac M. O'Bannon

Thomson Reuters Launches Agentic AI Platform for Tax and Accounting Pros

Technology June 2, 2025 

Thomson Reuters Launches Agentic AI Platform for Tax and Accounting Pros

Unlike generic AI, Thomson Reuters agents are refined by legal and tax, audit, and accounting experts to reason in alignment with professional standards and best practices

Isaac M. O'Bannon

college-graduation1

AICPA June 2, 2025 

Accounting Enrollment is on the Rise: 12% Increase for Spring Semester

This marked the third consecutive semester of growth in accounting enrollment across undergraduate institutions of all types. It was the second consecutive semester of double-digit percentage increases.

Isaac M. O'Bannon

Sage Acquires Anvyl for Supply Chain Technology Solutions

Financial Reporting June 2, 2025 

Sage Acquires Anvyl for Supply Chain Technology Solutions

Anvyl’s end-to-end supply chain software will allow Sage to deliver a cost-effective Supply Chain Execution (SCE) solution that provides SMBs with complete visibility across their entire supply chains

Isaac M. O'Bannon

 Consumer Spending Slows in April As Tariffs Cause Imports to Drop Rapidly

Small Business June 2, 2025 

Consumer Spending Slows in April As Tariffs Cause Imports to Drop Rapidly

U.S. consumers hit the brakes in April while goods imports plummeted by a record as companies adjusted to higher tariffs.

Bessent Says U.S. Will Never Default on Debt

General News June 2, 2025 

Bessent Says U.S. Will Never Default on Debt

Treasury Secretary Scott Bessent said the U.S. “is never going to default” as the deadline for increasing the federal debt ceiling gets closer.

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