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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
Rightworks Launches New Cloud Tech Options for Accounting Firms

Accounting May 20, 2025 

Rightworks Launches New Cloud Tech Options for Accounting Firms

Rightworks Cloud Premier is a comprehensive package that modernizes accounting and tax firm operations by centralizing cloud and desktop app access, data, and security in one space.

Isaac M. O'Bannon

IRIS Software Group Announces Strategic Investment in AI-Powered Tax Management Platform, Instead

Technology May 20, 2025 

IRIS Software Group Announces Strategic Investment in AI-Powered Tax Management Platform, Instead

The company is now rapidly expanding its reach, actively securing authorization across all U.S. states and major U.S. cities to offer truly nationwide filing.

Isaac M. O'Bannon

 The Transformation Triangle: A Holistic Approach to Organizational Change

Firm Management May 20, 2025 

The Transformation Triangle: A Holistic Approach to Organizational Change

By harmonizing project management, process management and change leadership, your firm can manage change and leverage it as a catalyst for innovation and growth.

Jim Boomer

Gartner Says CFOs Must Evolve from Guardians to Catalysts to Thrive Amidst Unprecedented Uncertainty and Technological Advancement

Small Business May 20, 2025 

Gartner Says CFOs Must Evolve from Guardians to Catalysts to Thrive Amidst Unprecedented Uncertainty and Technological Advancement

CFOs need to reinvent their persona to address myriad new challenges faced by finance professionals, including tariffs, lost funding, and industry regulations.

Isaac M. O'Bannon

Pramata Rolls Out Tariff Risk Analyzer, a Contract AI Tool to Navigate Supply Chain Disruptions 

Technology May 20, 2025 

Pramata Rolls Out Tariff Risk Analyzer, a Contract AI Tool to Navigate Supply Chain Disruptions 

Tariff Risk Analyzer uses a company’s contract data to calculate the impact of newly established tariff structures on supply chain business relationships and then provides recommended next steps.

Isaac M. O'Bannon

Minnesota Legislature Passes CPA Licensure Bill

Firm Management May 20, 2025 

Minnesota Legislature Passes CPA Licensure Bill

Generally, the governor has 14 days to act on the presented bill. After that, without action, the bill becomes law.

72 Percent of Professionals Report Using Some Form of AI at Work

Firm Management May 20, 2025 

72 Percent of Professionals Report Using Some Form of AI at Work

The 2025 Technology Perceptions Survey queried more than 800 fee earners across the accounting, consulting, finance, and legal industries in the U.S. and U.K., and showed a significant shift in how professionals view and use AI.

Isaac M. O'Bannon

Small Business Survey Shows Surge in AI, Cybersecurity and Social Media Usage

Small Business May 20, 2025 

Small Business Survey Shows Surge in AI, Cybersecurity and Social Media Usage

Social media is a critical driver, with 58% of SMBs now on TikTok, while 38% are actively integrating AI into their operations.

Isaac M. O'Bannon

A Rise in ‘Doom Spending’: Americans Buying More to Avoid Future High Costs

Payroll May 20, 2025 

A Rise in ‘Doom Spending’: Americans Buying More to Avoid Future High Costs

As the Trump administration continues its tariff policies, more Americans are spending money to get ahead of potential rising costs, mimicking consumer behavior during the COVID-19 pandemic.

 White House Pushes for Quick Approval of ‘Big, Beautiful Bill,’ But Key Hurdles Remain

Taxes May 19, 2025 

White House Pushes for Quick Approval of ‘Big, Beautiful Bill,’ But Key Hurdles Remain

House Republican leadership is pressing ahead toward a vote on landmark tax-and-spending legislation that would codify President Donald Trump’s agenda this week.

Eide Bailly Adds Traner Smith in Washington

Mergers and Acquisitions May 19, 2025 

Eide Bailly Adds Traner Smith in Washington

The top 20 firm said Monday it's expanding its presence in the Pacific Northwest by adding Traner Smith, an Edmonds, WA-based accounting firm, effective June 2.

Jason Bramwell

Man Who Hacked SEC, Caused Bitcoin Value to Plummet Sentenced to 14 Months in Prison

SEC May 19, 2025 

Man Who Hacked SEC, Caused Bitcoin Value to Plummet Sentenced to 14 Months in Prison

Eric Council Jr., a 26-year-old resident of Huntsville, AL, pleaded guilty earlier this year to conspiracy to commit aggravated identity theft and access device fraud.

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