Small Business November 5, 2026
Five Collections Habits Accountants Can Help Small-Business Clients Adopt
My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.
Small Business November 5, 2026
Five Collections Habits Accountants Can Help Small-Business Clients Adopt
My father's business would have been easier to run with those habits in place. Most of your clients' businesses would be too.
Advisory November 4, 2026
The Reconciled-Books Trap: 5 Misclassifications Tax Preparers Should Catch Before Filing
For firms receiving a client's books before tax preparation, “everything reconciles” should begin the review conversation. It should not end it.
Advisory November 4, 2026
The Bookkeeping Mistake That Keeps Showing Up in New Clients’ Books
The fix itself is unglamorous, which is exactly why it works and why it is worth explaining to clients in plain terms rather than as a process document.
Advisory November 3, 2026
Selling Advice, Not Hours: Packaging Advisory Services Clients Understand
Stop giving the best thinking away for free in hallways. Give it a name. Give it a shape. Give it a price.
Technology November 3, 2026
Levvy Announces New Connection to Claude and ChatGPT
Practice management software provider Levvy announced new Levvy AI capabilities on Nov. 3, including a new connection to popular AI assistants Claude and ChatGPT.
Financial Planning November 2, 2026
Beat Financial Stress: 6 Essential Year-End Money Moves
Making these six money moves before Dec. 31 can help improve your finances, reduce stress, and lower your 2026 tax bill.
Firm Management October 30, 2026
Elliott Davis Adds Executive Search Practice
Top 50 accounting firm Elliott Davis is expanding its Human Capital advisory practice with the addition of an Executive Search practice, led by principals Brandon Bailey and Matt Barnes.
CAS October 29, 2026
Helping Profitable Clients Understand Where Their Cash Went
A profitable month can end with an awkward question from a client: How are we going to cover payroll?
Financial Planning October 28, 2026
Why Faster Budget Collection Won’t Fix a Broken Planning Process
Finance teams have focused so heavily on speeding up budget collection and consolidation that they've overlooked a more fundamental challenge: helping business leaders understand the decisions driving the numbers.
CAS October 27, 2026
Before You Add Clients, Fix the Bookkeeping Workflow
Take the ten clients who cause the most late nights, document their close, change one handoff, and see whether turnaround improves.
Accounting October 27, 2026
Citrin Cooperman Teams with Law Firm on IP Property Strategy and Management Consulting
The top 20 firm's alliance with Michael Best & Friedrich aims to help clients develop intellectual property strategies that are built into overall business and growth planning from the outset, rather than treated as a separate legal exercise late in a company's lifecycle.
Firm Management October 26, 2026
Climbing the Ladder: Stages and Drivers of Success in Investor-Backed Accounting Firms
As private equity investment in professional services matures, many firms are finding that EBITDA growth and scale alone aren’t enough to compound value across multiple ownership cycles.