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Advisory

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

Advisory April 24, 2026 

5 M&A Signals CPAs Should Be Watching for Their Clients in 2026

The choppiness of the M&A market is an opening, not an obstacle. Use it to build a stronger advisory foundation with the clients who need it most.

Craig Hamm

Featured Articles

April 23, 2026  

Infinite Ties Launches the FanCAS-Kit Enabling Tax Firms to Transform Compliance Expertise into Predictable, Year-Round Growth

April 20, 2026  

Fraud Remains a Top Concern for Americans, New AARP Research Shows

April 17, 2026  

The Missing Link Between Advisory Marketing and Advisory Sales

April 17, 2026  

How Automating Client Compliance Can Free Up Billable Hours

April 17, 2026  

Building a Tax Practice Clients Rely on All Year
PwC to Acquire Tech Consulting Firm Kunai

Mergers and Acquisitions August 7, 2025 

PwC to Acquire Tech Consulting Firm Kunai

The Big Four firm said Aug. 6 that it will acquire Kunai, a boutique software consulting firm that specializes in AI, cloud-first web, mobile, and infrastructure platforms for the financial services industry.  

Jason Bramwell

Alexion.AI Emerges to Empower the Accounting Profession

Advisory August 1, 2025 

Alexion.AI Emerges to Empower the Accounting Profession

Alexion acts as connective tissue across firm systems: normalizing unstructured data, reconciling fragmented context, and building AI-powered memory infrastructure.

Isaac M. O'Bannon

How Firms Are Using CAS to Build Better Work-Life Balance

Firm Management July 24, 2025 

How Firms Are Using CAS to Build Better Work-Life Balance

Firms highlighting CAS as a new era of accounting may just unlock the solution to the profession’s ongoing pipeline problem.

Expensify Card

Small Business July 24, 2025 

Expensify Expands Multicurrency Options

The launch includes support for corporate card import from 10,000+ more banks worldwide, multilingual capabilities, Euro-based billing, international reimbursements in New Expensify, and beta access to the Expensify Card.

Isaac M. O'Bannon

flags world

Accounting July 21, 2025 

European Union Makes Plans to Retaliate for Trump Tariffs

Before Trump’s letter, the EU had been hopeful it was edging toward an initial framework that would allow detailed discussions to continue on the basis of a universal rate of 10% on many of the bloc’s exports.

back-2-school-shopping-600x1

Small Business July 17, 2025 

Back-to-School Season Gets Early Start

The early start is up from 55% last year and is the highest since NRF started tracking early shopping in 2018.

Isaac M. O'Bannon

37% of Finance Leaders Have Already Paused Some Capital Spending, But Still Focused on AI

Small Business July 17, 2025 

37% of Finance Leaders Have Already Paused Some Capital Spending, But Still Focused on AI

Further, 67% of finance leaders are either currently cutting costs with more expected, have completed cuts or are planning to cut in the second half of the year.

Isaac M. O'Bannon

Why Now is the Right Time to Modernize Client Accounting Services

CAS July 15, 2025 

Why Now is the Right Time to Modernize Client Accounting Services

The tools are ready, the market is demanding, and the opportunities are vast. The question is no longer if your firm's client accounting services should adopt AI, but when—and the answer is NOW.

Why SMBs Are in Danger of Losing the Risk Management Battle

Small Business July 15, 2025 

Why SMBs Are in Danger of Losing the Risk Management Battle

Despite resource constraints, small and medium-sized businesses can take practical steps to improve their risk posture without breaking the bank.

Business Owners Embrace AI and HR Involvement, but Strategic Gaps Persist

Advisory July 14, 2025 

Business Owners Embrace AI and HR Involvement, but Strategic Gaps Persist

As business leaders navigate rising costs, shifting employee expectations and economic uncertainty, many are turning to artificial intelligence (AI) and human resources (HR) as strategic levers for support.

Isaac M. O'Bannon

Building Newsletters People Actually Read (and Click)

Firm Management July 11, 2025 

Building Newsletters People Actually Read (and Click)

Let’s be honest, B2B email open rates could be better. Especially in the accounting profession, where inboxes are flooded with technical updates, IRS alerts, and industry jargon.

Becky Livingston

Audit Sight Launches Management Meeting Module for Transaction Advisory Teams to Accelerate Deal Cycles and Surface Key Insights

Accounting July 10, 2025 

Audit Sight Launches Management Meeting Module for Transaction Advisory Teams to Accelerate Deal Cycles and Surface Key Insights

Audit Sight, the AI technology platform transforming audit and transaction advisory services (TAS), has announced the release of its latest innovation: the Management Meeting Module.

Isaac M. O'Bannon

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