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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

October 24, 2026  

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

October 24, 2026  

Three Rules for Junior Accountants Competing With AI
KPMG U.S. Names Timothy Walsh New Chair and CEO

Firm Management March 4, 2025 

KPMG U.S. Names Timothy Walsh New Chair and CEO

Walsh, currently national managing partner of audit operations at KPMG U.S., will take over as chair and CEO on July 1, succeeding Paul Knopp, who has served in that role since 2020.

Jason Bramwell

 Elon Musk Calls Social Security ‘the Biggest Ponzi Scheme of All Time’

Payroll March 4, 2025 

Elon Musk Calls Social Security ‘the Biggest Ponzi Scheme of All Time’

During an appearance on comedian Joe Rogan’s podcast last week, Musk criticized Social Security benefits, which are received by an estimated 72.5 million Americans.

 Latest IRS Numbers Show Tax Refund Amounts Are Up

Taxes March 4, 2025 

Latest IRS Numbers Show Tax Refund Amounts Are Up

The IRS reports the average tax refund in 2025 is up $240 through the week ending Feb. 21, with more than 42 million returns processed so far.

riskmanagement-100041109-large_11143534

Risk Management March 4, 2025 

The Strategic Advantage of a Change Advisory Board

One helpful tool for structured change management is the Change Advisory Board (CAB). It’s a concept long used in IT and now gaining traction in broader business and project management functions.

Amanda Wilkie

Moss Adams Buys 360 Cloud Solutions and 360 Cloud Apps

Mergers and Acquisitions March 4, 2025 

Moss Adams Buys 360 Cloud Solutions and 360 Cloud Apps

With the purchase, Moss Adams, which is a NetSuite Solution Provider and Alliance Partner, doubles the size of its NetSuite Implementation Services, augmenting existing resources and adding new product solutions, the top 15 accounting firm said on March 4.

Jason Bramwell

Aprio Adds Unclaimed Property Compliance Capabilities with Addition of JMS Advisory Group

Firm Management March 4, 2025 

Aprio Adds Unclaimed Property Compliance Capabilities with Addition of JMS Advisory Group

Aprio has acquired JMS Advisory Group, LLC (JMS), a firm specializing in unclaimed property compliance and escheat process development and improvement, located in Atlanta.

Isaac M. O'Bannon

Comment Period Opens on AICPA and NASBA Plan for Additional Pathway to CPA Licensure

Accounting March 4, 2025 

Comment Period Opens on AICPA and NASBA Plan for Additional Pathway to CPA Licensure

The AICPA and the National Association of State Boards of Accountancy are seeking public comment over the next 60 days on proposed changes to the accounting profession’s model law, the Uniform Accountancy Act, that would create an additional path to CPA licensure.

Jason Bramwell

Pivot Payables Showcases Next-Gen Spend and Payment Management Solutions at SAP Concur Fusion 2025

Accounting March 4, 2025 

Pivot Payables Showcases Next-Gen Spend and Payment Management Solutions at SAP Concur Fusion 2025

Pivot Payables helps companies leverage the value of their Concur data including commercial card programs and business process reporting.

Isaac M. O'Bannon

Sovos Launches VAT Filing Availability in AWS Marketplace

State and Local Taxes March 4, 2025 

Sovos Launches VAT Filing Availability in AWS Marketplace

The Sovos platform provides AWS customers with the ability to streamline the purchase and management of Sovos VAT Filing within their AWS Marketplace account.

Aon’s NFP Ground Control Business Management Expands to the UK

March 4, 2025 

Aon’s NFP Ground Control Business Management Expands to the UK

Clay GBP partners Richard Smethurst, Nick Parkinson, Bhavini Ratan, Ian Bailey, James Plumbly, Jasdeep Sami and Philip Hampson will join Ground Control as managing directors and report to Chris Bucci, CEO of Ground Control.

Canada Puts Tariffs on $107 Billion of U.S. Products

Small Business March 3, 2025 

Canada Puts Tariffs on $107 Billion of U.S. Products

The retaliatory measures were expected after Trump said earlier there was no way for Canada and Mexico to avoid the broad tariffs he has been threatening since he was elected in November.

Federal Reserve Expects Tariffs to Raise Consumer Prices

Payroll March 3, 2025 

Federal Reserve Expects Tariffs to Raise Consumer Prices

The proposed tariffs on China, Mexico, Canada, and other U.S. trading partners could raise prices for consumers on everyday items by up to 2.6%, according to a study released Friday by the Federal Reserve Bank of Atlanta.

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