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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

September 17, 2026   Sponsored

Taxfyle and the Digital Shift: Orchestrating Professional Expertise in the Modern Tax Profession

October 16, 2026  

Remember the Movie Office Space? 78% of Workers Doing “Just Enough”

October 16, 2026  

Former Dallas Cop Who Killed PwC Accountant Botham Jean Leaves Prison on Parole

October 16, 2026  

IRS Prepares for Tax Professional Awareness Week

October 16, 2026  

The Post-Extension Window: How to Sequence Firm Automation Before Busy Season
Solo 401(k) Plans: Looking Out for Number One

August 5, 2022 

Solo 401(k) Plans: Looking Out for Number One

A solo 401(k) plan works pretty much like a traditional 401(k). For starters, you can elect to defer part of your salary to your account within generous annual limits.

Ken Berry, JD

 Americans Living Paycheck to Paycheck Increased Year-Over-Year Across All Income Levels

August 5, 2022 

Americans Living Paycheck to Paycheck Increased Year-Over-Year Across All Income Levels

In addition, average savings dropped $517 from $11,724 in May 2022 to $10,757 in June 2022.

 Is Artificial Intelligence Becoming a Tool for Financial Advisors?

Advisory August 5, 2022 

Is Artificial Intelligence Becoming a Tool for Financial Advisors?

AI is making financial advisors more efficient and more connected with clients. But some challenges persist.

Jason Bramwell

Does Your Website Need a Redesign or a Rebuild?

Firm Management August 5, 2022 

Does Your Website Need a Redesign or a Rebuild?

Here are the pros and cons of each. Plus, a series of questions you can use to determine which strategy you should undertake.

Becky Livingston

The Technology Lab Podcast – Review of Gilded – Aug 6, 2022

August 5, 2022 

The Technology Lab Podcast – Review of Gilded – Aug 6, 2022

Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review Gilded.

Nearly Half of U.S. Companies Plan to Add Staff in the Second Half of 2022

Firm Management August 4, 2022 

Nearly Half of U.S. Companies Plan to Add Staff in the Second Half of 2022

However, nearly eight in 10 managers in finance and accounting worry about resignations from their team.

Moss Adams Merges in Telecom Consulting Firm

Accounting August 4, 2022 

Moss Adams Merges in Telecom Consulting Firm

The Alexicon team, including two principals and 10 employees, will join Moss Adams on Sept. 1, 2022.

51% of Companies Plan to Raise Wages Only for Top Performers

August 4, 2022 

51% of Companies Plan to Raise Wages Only for Top Performers

Only 28% of CEOs and CFOs polled will increase pay for all employees in response to inflation.

Small Business Expectations for Future Conditions Hit All-Time Low

Small Business August 4, 2022 

Small Business Expectations for Future Conditions Hit All-Time Low

34% of small business owners say inflation was their biggest problem in operating their business.

Surgalign to Pay SEC $2 Million to Settle Accounting and Disclosure Fraud Charges

August 4, 2022 

Surgalign to Pay SEC $2 Million to Settle Accounting and Disclosure Fraud Charges

Company restated its financial statements from 2014 through 2019 to correct errors caused by its reliance on “pull forwards.”

Starting a Retirement Plan? Keep It SIMPLE

August 4, 2022 

Starting a Retirement Plan? Keep It SIMPLE

To qualify to use a SIMPLE, the business can’t employ more than 100 workers. This includes any employees who earned at least $5,000 in the previous year.

Ken Berry, JD

2022 Innovation Awards Spotlight Top Tech for Tax and Accounting Pros

Accounting August 3, 2022 

2022 Innovation Awards Spotlight Top Tech for Tax and Accounting Pros

The Innovation Awards were first presented in 2004, and they honor new or recently enhanced technologies that benefit tax and accounting professionals and their clients ...

Isaac M. O'Bannon

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