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.
Mergers and Acquisitions April 23, 2025
Capstone Accounting and Tax Acquires Keller & Mendoza CPAs, Sargent CPA
Fresh off receiving a private equity investment, Bend, OR-based Capstone has expanded into Colorado and increased its presence in Oregon by adding Keller & Mendoza CPAs and Sargent CPA.
Financial Reporting April 23, 2025
LeaseCrunch to Host Webcast on Accounting for Diverse Lease Types
The webinar will be led by Jess Vento, leader of solution engineering, education and support at LeaseCrunch, and Matt Jensen, partner at The Bonadio Group.
Mergers and Acquisitions April 23, 2025
Chahal & Associates Acquired By Financial Services Firm Earned Wealth
The Hercules, CA-based tax and accounting firm has joined Earned, a New York City-based comprehensive wealth and tax firm that provides financial services for doctors, their families, and their practices.
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.
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.
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.
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.
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.
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.
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.
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.
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.