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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

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

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

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MFA Fatigue is Real. Turning It Off is Not an Option for Tax and Accounting Firms

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ClicData Launches MCP Server to Bring Trusted Business Data to AI Assistants for Midmarket Teams

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Three Rules for Junior Accountants Competing With AI
Xero and Sumday Partner to Give Users 12 Months of Free Carbon Accounting Tools

Accounting April 4, 2025 

Xero and Sumday Partner to Give Users 12 Months of Free Carbon Accounting Tools

This offering also provides small businesses and their accounting and bookkeeping partners with valuable training, templates and resources to enhance their carbon accounting skills. 

Isaac M. O'Bannon

Survey Shows How and When Taxpayers File, Common Errors, And How They Spend Their Refunds

Taxes April 4, 2025 

Survey Shows How and When Taxpayers File, Common Errors, And How They Spend Their Refunds

More than one-quarter of respondents (28%) noted that filing their taxes incorrectly is a top concern during tax season, and another 14% are concerned about not understanding the tax filing process or requirements.

Isaac M. O'Bannon

Young Accounting Leaders Honored: CPA Practice Advisor Announces ’40 Under 40′ and ’20 Under 40′ Awards

Accounting April 4, 2025 

Young Accounting Leaders Honored: CPA Practice Advisor Announces ’40 Under 40′ and ’20 Under 40′ Awards

This year’s 40 Under 40 Honorees and 20 Under 40 Influencers are active in professional organizations, as well as in their local communities, where many are small business owners and employers.

Isaac M. O'Bannon

The Tax Blotter – April 2025

Taxes April 4, 2025 

The Tax Blotter – April 2025

The Tax Blotter is a round-up of recent tax news and Tax Court rulings.

Ken Berry, JD

Gartner Finance Survey Reveals the Top 10 Technologies for Future Investment in Finance

Accounting April 4, 2025 

Gartner Finance Survey Reveals the Top 10 Technologies for Future Investment in Finance

Finance leaders are focused on AI-enabled technology solutions and intelligent process automation to align their finance technology investments with broader business goals to enhance speed, agility, and competitive advantage.

Isaac M. O'Bannon

Gordon Advisors Merges in The Henry Group in Michigan

Mergers and Acquisitions April 4, 2025 

Gordon Advisors Merges in The Henry Group in Michigan

Troy, MI-based accounting firm Gordon Advisors is combining with fellow Troy-based practice The Henry Group in a move that expands Gordon's capabilities and enhances its depth of expertise.

Jason Bramwell

4 Steps to Take Toward Financial Spring Cleaning

Payroll April 4, 2025 

4 Steps to Take Toward Financial Spring Cleaning

Spring is the perfect time to open some windows, plant some flowers, and freshen up the money goals you set at the start of the year. Here are four things to focus on.

 AI in Accounting: Moving Beyond Adoption to Enhance Client Outcomes

Accounting April 3, 2025 

AI in Accounting: Moving Beyond Adoption to Enhance Client Outcomes

It’s clear that artificial intelligence is revolutionizing the industry by optimizing operations in areas like financial analysis, transaction processing, and reconciliation. But are we using AI strategically, or just automating routine tasks?

Fired IRS Probationary Employees Set to Return to Work April 14

IRS April 3, 2025 

Fired IRS Probationary Employees Set to Return to Work April 14

Those who were casualties of the Trump administration's federal cost-cutting purge in February but later reinstated and put on paid leave last month after two court rulings have been told to come back to their jobs on April 14.

Jason Bramwell

Frazier & Deeter Gets Capital Infusion From PE Firm General Atlantic

Firm Management April 3, 2025 

Frazier & Deeter Gets Capital Infusion From PE Firm General Atlantic

Frazier & Deeter is the latest top 50 accounting firm to receive a bump in capital from a private equity firm, announcing Thursday a strategic growth investment from General Atlantic.

Jason Bramwell

 Laying the Foundations to Measure Value from Investment in AI: 3 Key Priorities

Technology April 3, 2025 

Laying the Foundations to Measure Value from Investment in AI: 3 Key Priorities

Finance teams should consider three key foundational areas of focus when seeking to harness AI's transformative potential to drive and quantify value.

Trump Likens Tariffs to Successful Surgery: ‘The Patient Lived and is Healing’

Taxes April 3, 2025 

Trump Likens Tariffs to Successful Surgery: ‘The Patient Lived and is Healing’

President Donald Trump, in the wake of his sweeping tariffs announcement on Wednesday, took a victory lap Thursday morning, posting on Truth Social that he had saved the American economy.

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