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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
Will Trump’s Tariffs Impact How Americans Shop? Here’s What a New Poll Found

Payroll February 4, 2025 

Will Trump’s Tariffs Impact How Americans Shop? Here’s What a New Poll Found

Most Americans believe tariffs will lead to higher prices—and, as a result, many have already changed how they shop, new polling from YouGov reveals.

Survey: One in Five Americans Would Rather Renew Driver’s License at a DMV Than Work on Their Taxes

Taxes February 4, 2025 

Survey: One in Five Americans Would Rather Renew Driver’s License at a DMV Than Work on Their Taxes

A new survey from Invoice Home sought to uncover the current state of consumer tax filing for Americans in 2025 and the hurdles people are willing to put themselves through when it comes to filing annually. 

Jason Bramwell

 Avalara Report Shows States Trying to Simplify Sales Taxes, Amping Up Audit Teams, and Increased E-Invoicing

Small Business February 4, 2025 

Avalara Report Shows States Trying to Simplify Sales Taxes, Amping Up Audit Teams, and Increased E-Invoicing

Key findings in the 2025 Avalara Tax Changes report point to nascent state-by-state efforts to alleviate the burden of tax compliance related to economic nexus laws.

Isaac M. O'Bannon

RSM Reached $10 Billion Global Revenue Milestone in 2024

Firm Management February 4, 2025 

RSM Reached $10 Billion Global Revenue Milestone in 2024

RSM is the sixth global accounting network to reach or exceed revenue of $10 billion in 2024, joining Deloitte, PwC, EY, KPMG, and BDO.

Jason Bramwell

BPM Creates Global Network of Firms

Firm Management February 4, 2025 

BPM Creates Global Network of Firms

San Francisco-based top 35 accounting firm BPM launched a new international network, BPM Global Ltd., on Feb. 3 made up of independent member firms, with Australia-based Enspira Financial as its first.

Jason Bramwell

Trump ‘Delays’ Tariffs on Mexico and Canada as Nations’ Leaders Threaten Their Own Tariffs

Small Business February 4, 2025 

Trump ‘Delays’ Tariffs on Mexico and Canada as Nations’ Leaders Threaten Their Own Tariffs

Trump on Monday shelved plans for wide-ranging tariffs on Canada and Mexico, after doing the same for Colombia the prior week. In each case, Trump relented despite countries promising only modest changes on border security and immigration.

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Small Business February 3, 2025 

Survey Shows Business Travel Bookings Remain Poorly Managed

A new business survey shows rising travel spend and broader card distribution within the mid-market, despite continued ineffectiveness of the tools being used to manage travel and expenses.

Isaac M. O'Bannon

Trump Pauses 25% Tariffs on Canadian Goods for a Month After Deal with Trudeau

Taxes February 3, 2025 

Trump Pauses 25% Tariffs on Canadian Goods for a Month After Deal with Trudeau

After what he called a “good call” with President Trump, Prime Minister Justin Trudeau said Canada would be implementing tougher border security to fight illegal immigration and drug trafficking along the nation’s shared border.

Only 1 in 4 People Feel Confident About Filing Their Taxes, Survey Finds

Taxes February 3, 2025 

Only 1 in 4 People Feel Confident About Filing Their Taxes, Survey Finds

From a fear of being audited by the IRS to a lack of familiarity with U.S. tax laws, people across the country have expressed a diverse range of emotions as the April 15 federal income tax deadline looms closer, according to findings from a new Adobe survey.

Jason Bramwell

5 Ways to Prepare Future Accountants for a Tech-Driven Profession

Accounting February 3, 2025 

5 Ways to Prepare Future Accountants for a Tech-Driven Profession

Through my experience speaking with accounting students and reflecting on my own journey, I’ve identified five key areas where we can bridge the gap between education and practice.

Christmas Sales 252C Holiday Shopping 2010 1  57fbb9bb027fc

Small Business February 3, 2025 

How Does Saying NO to Customers Help Business?

As consumers, when we’re on the receiving end of a “no,” it makes us not want to return.  I am not suggesting being rude or asking for something clearly out of the ordinary, just using good common sense.

When Should You Challenge a Medical Bill?

Payroll February 3, 2025 

When Should You Challenge a Medical Bill?

There are a lot of reasons for mistakes in medical billings, which can cause you to incur a bigger-than-expected bill or your insurance to be denied.

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