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Article

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Accounting April 29, 2026 

Smaller Rooms, Bigger Impacts — Small Conferences and Retreats Help Build the Profession

Professionals are starting to reconsider the mega accounting conferences and move toward smaller conferences, niche retreats, and multi-city roadshows.

Richard Roppa-Roberts

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Firm Management November 7, 2025 

Qount Unveils Next-Generation UX/UI Redesign for Accounting Firms

It features a modern, intelligent interface and introduces smarter navigation, cleaner visuals, and Qount Artificial Intelligence-driven workflows that make everyday firm management simpler and faster than ever.

Vena Rolls Out New Microsoft Fabric Data Integrations

Technology November 7, 2025 

Vena Rolls Out New Microsoft Fabric Data Integrations

The Toronto-based business planning software provider announced on Nov. 6 the general availability of six new pre-built, secure data connectors via Microsoft Fabric, which builds on the company's long-standing partnership with Microsoft.

Jason Bramwell

CFOs and Spend Management: From Stewardship to Orchestration

Financial Reporting November 7, 2025 

CFOs and Spend Management: From Stewardship to Orchestration

With a financial orchestration mindset–and the tools to pull it off–CFOs move from stewardship over finances to actually steering finances.

Fieldguide and Thomson Reuters Partner for Agentic AI

Technology November 6, 2025 

Fieldguide and Thomson Reuters Partner for Agentic AI

The integration enables firms to apply the trusted methodologies they already use within Fieldguide’s industry-leading agentic AI workflows, improving quality, efficiency, and client value-all without switching systems or re-entering data.

AI Momentum Belongs to Small Businesses

Technology November 6, 2025 

AI Momentum Belongs to Small Businesses

SMBs are adopting AI faster than conventional technology diffusion models predicted and concentrating that adoption in the functions most directly tied to revenue generation.

Intuit Unveils Consumer Platform, Incorporates Agentic AI Across Credit Karma and TurboTax

Technology November 6, 2025 

Intuit Unveils Consumer Platform, Incorporates Agentic AI Across Credit Karma and TurboTax

Intuit announced Nov. 6 new AI and agentic AI capabilities across Credit Karma and TurboTax, creating an all-in-one Consumer Platform that the company says "seamlessly delivers year-round control of personal finances powering better money outcomes."

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IRS Grants Penalty Relief for Reporting Tips and Overtime Under OBBBA

Taxes November 6, 2025 

IRS Grants Penalty Relief for Reporting Tips and Overtime Under OBBBA

The Treasury Department and the IRS issued guidance on Nov. 5 providing penalty relief to employers and other payors for tax year 2025 on the new information reporting rules for cash tips and qualified overtime compensation in the tax-and-spending law.

Jason Bramwell

Grassi Acquires OnePoint Franchise Accounting in Colorado

Mergers and Acquisitions November 6, 2025 

Grassi Acquires OnePoint Franchise Accounting in Colorado

The top 60 accounting firm announced Nov. 6 the acquisition of OnePoint Franchise Accounting, a move that expands the reach of Grassi Franchise Services and adds a significant roster of restaurant and food franchise clients.

Jason Bramwell

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Payroll November 6, 2025 

More Employers Are Adding Emergency Savings Options as a Benefit

With nearly half of workers saying they lack sufficient emergency savings, many employers are stepping up to help ease this financial burden through innovative workplace benefits.

Forwardly Launches AI Platform for Real-Time Payments for SMBs and Firms

Accounting November 6, 2025 

Forwardly Launches AI Platform for Real-Time Payments for SMBs and Firms

The new platform introduces a ground-up approach to automation, combining intelligent financial workflows, real-time payments, and deep accounting integrations to modernize how businesses manage cash flow.

Isaac M. O'Bannon

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Payroll November 6, 2025 

3 in 5 Workers Willing to Forgo Raises Amid Layoff and Job Security Concerns

41% of workers haven’t received a meaningful raise in more than two years, and the majority (61%) are willing to accept a smaller or no raise due to concerns about layoffs and job security.

Isaac M. O'Bannon

Billtrust Launches AI-Powered Collections Agentic Procedures

Technology November 6, 2025 

Billtrust Launches AI-Powered Collections Agentic Procedures

Collections Agentic Procedures redefines how finance teams collect by replacing static playbooks with adaptive methods that learn from every customer interaction and recommend the most effective outreach strategy.

Isaac M. O'Bannon

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