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Article

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

October 17, 2026  

Seismic Expands Financial Services Portfolio to Help Firms Grow With Control

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
Tech Modernization Success at CPA Firms Starts at the Top

Firm Management August 13, 2025 

Tech Modernization Success at CPA Firms Starts at the Top

From workflow automation tools and cloud-based platforms to AI-assisted analysis, these organizations are making bold moves toward broader digital transformation.

Steve Saah

Is Customer Service Getting Worse? Boomers and Gen Xers Seem to Think So

Small Business August 13, 2025 

Is Customer Service Getting Worse? Boomers and Gen Xers Seem to Think So

Nearly half of U.S. shoppers say customer service provided by businesses is getting worse, according to results from the latest Consumer Pulse survey from GoDaddy, yet Gen Z and millennials remain more upbeat than their parents' generations.

Jason Bramwell

House Dems Introduce Bill to Prevent More Downsizing at Social Security Offices

Payroll August 13, 2025 

House Dems Introduce Bill to Prevent More Downsizing at Social Security Offices

New Mexico Congresswoman Melanie Stansbury is leading a group of Democrats who are pushing to ensure Congress gets a say in any downsizing at the Social Security Administration.

Trump’s Pick to Head BLS Suggested Suspending Monthly Jobs Report

Payroll August 13, 2025 

Trump’s Pick to Head BLS Suggested Suspending Monthly Jobs Report

In a recent interview before his nomination, EJ Antoni suggested suspending the Bureau of Labor Statistics’ monthly jobs reports and publishing only quarterly numbers until issues with data collection are corrected.

Small Business Optimism Steady Despite Concerns About Costs

Small Business August 13, 2025 

Small Business Optimism Steady Despite Concerns About Costs

Small business owners remained optimistic in June, despite a host of concerns about issues such as high inventories, taxes, inflation and labor costs.

 The Human Side of Advisory: Why Emotional Intelligence Is Your Firm’s Secret Advantage

Firm Management August 12, 2025 

The Human Side of Advisory: Why Emotional Intelligence Is Your Firm’s Secret Advantage

When CPAs and firm leaders integrate emotional intelligence, active listening, and presence into their advisory process, the results reach far beyond improved margins or projections.

Amy Vetter

IRS Doled Out $123.5 Million to Whistleblowers in FY 2024

IRS August 12, 2025 

IRS Doled Out $123.5 Million to Whistleblowers in FY 2024

The total dollar amount of awards paid increased substantially from $88.8 million in fiscal year 2023. The total number of awards in FY 2024, however, decreased from 121 in FY 2023 to 105 in FY 2024.

Jason Bramwell

IRS Gives Tax Filing Deadline Extension to Victims of June West Virginia Flash Floods

Taxes August 12, 2025 

IRS Gives Tax Filing Deadline Extension to Victims of June West Virginia Flash Floods

The IRS has extended the filing deadline to Feb. 2, 2026, for individuals and businesses in two West Virginia counties that were devastated by flash flooding from torrential rains in mid-June that left at least six people dead.

Jason Bramwell

Citrin Cooperman Adds Barkin, Perren, Schwager & Dolan in California

Mergers and Acquisitions August 12, 2025 

Citrin Cooperman Adds Barkin, Perren, Schwager & Dolan in California

The top 20 accounting firm said on Aug. 12 it has acquired substantially all the assets of BPSD, a Woodland Hills, CA-based accounting and advisory firm founded more than 50 years ago.

Jason Bramwell

Movie Accountant Charged with Embezzling Nearly $2M From Indie Films

Accounting August 12, 2025 

Movie Accountant Charged with Embezzling Nearly $2M From Indie Films

Joshua Mandel, 46, of Woodland Hills, CA, who is accused of using the funds to stay at Las Vegas hotels and socialize with adult film actresses, was charged with six counts of wire fraud.

Jason Bramwell

Trump’s New 401(k) Order Could Reshape How Americans Invest for Retirement

Payroll August 12, 2025 

Trump’s New 401(k) Order Could Reshape How Americans Invest for Retirement

Some potential impacts include retirement plan exposure to alternative assets such as private equity and crypto alongside traditional options like mutual funds and ETFs.

The Hidden $232K Tax Every Financial Firm Pays for Mobile Compliance Theater 

Auditing August 12, 2025 

The Hidden $232K Tax Every Financial Firm Pays for Mobile Compliance Theater 

Even firms attempting mobile oversight are using tools that destroy the very context they need for accurate decisions.

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